MONTAG A & ASSOCIATES INC Q3 2019 Filing

Filed November 4, 2019

Portfolio Value

$1.1T

Holdings

303

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (303 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR TR UNIT
228,857$67.9B5.91%
2
IVVISHARES TR CORE S&P500 ETF
183,756$54.9B4.77%
3
MDYSPDR S&P MIDCAP 400 ETF TR UTS
134,977$47.6B4.14%
4
KOCOCA COLA CO COM
607,480$33.1B2.88%
5
FISVFISERV INC
269,718$27.9B2.43%
6
MSFTMICROSOFT CORP COM
180,996$25.2B2.19%
7
HDHOME DEPOT INC
95,968$22.3B1.94%
8
GOOGALPHABET INC CAP STK CL C
15,631$19.1B1.66%
9
MRKMERCK & CO INC COM
217,886$18.3B1.60%
10
AMZNAMAZON COM INC
10,075$17.5B1.52%
11
PEPPEPSICO INC COM
124,980$17.1B1.49%
12
JNJJOHNSON & JOHNSON
128,066$16.6B1.44%
13
WMTWAL-MART STORES INC COM
137,634$16.3B1.42%
14
AAPLAPPLE INC COM
69,274$15.5B1.35%
15
IWBISHARES RUSSELL 1000 INDEX
92,576$15.2B1.33%
16
VVISA INC - CLASS A
84,001$14.4B1.26%
17
VIGVANGUARD DIVIDEND APPRECIATION
118,092$14.1B1.23%
18
SUNTRUST BKS INC
197,184$13.6B1.18%
19
CSCOCISCO SYS INC COM
272,598$13.5B1.17%
20
ADBEADOBE SYS INC COM
46,574$12.9B1.12%
21
BACVERIZON COMMUNICATIONS
212,785$12.8B1.12%
22
PGPROCTER & GAMBLE CO
103,233$12.8B1.12%
23
TMOTHERMO FISCHER SCIENTIFIC
41,515$12.1B1.05%
24
BABOEING CO COM
30,986$11.8B1.03%
25
BRK/BBERKSHIRE HATHAWAY INC CL B
55,764$11.6B1.01%
26
CVXCHEVRON TEXACO CORP
97,112$11.5B1.00%
27
EFXEQUIFAX INC
79,048$11.1B0.97%
28
ICEINTERCONTINENTAL EXCHANGE, INC
119,293$11.0B0.96%
29
ABTABBOTT LABS
125,252$10.5B0.91%
30
JPMJPMORGAN CHASE & CO COM
87,744$10.3B0.90%
31
VOVANGUARD MID CAP ETF
61,108$10.2B0.89%
32
MNRUSDMONMOUTH REAL ESTATE INVESTMEN
709,184$10.2B0.89%
33
MAMASTERCARD INCORPORATED CL A
34,966$9.5B0.83%
34
TJXTJX COS INC NEW
168,684$9.4B0.82%
35
XOMEXXON MOBIL CORP COM
130,656$9.2B0.80%
36
RSPINVESCO S&P 500 EQUAL WEIGHT E
84,005$9.1B0.79%
37
DISWALT DISNEY CO
69,301$9.0B0.79%
38
IQVIQVIA HOLDINGS INC
59,307$8.9B0.77%
39
VMWEURVMWARE, INC. CL A
55,522$8.3B0.72%
40
IWFISHARES RUSSELL 1000 GROWTH
51,492$8.2B0.72%
41
UMHUMH PROPERTIES INC
552,111$7.8B0.68%
42
MARMARRIOTT INTL INC NEW CL A
60,065$7.5B0.65%
43
GPCGENUINE PARTS CO
74,510$7.4B0.65%
44
MMM3M CO
43,356$7.1B0.62%
45
SYKSTRYKER CORP
32,630$7.1B0.61%
46
GOOGLALPHABET INC CAP STK CL A
5,751$7.0B0.61%
47
DHRDANAHER CORP DEL
48,144$7.0B0.60%
48
MKLMARKEL CORP
5,665$6.7B0.58%
49
CPRTCOPART INC
76,795$6.2B0.54%
50
INTCINTEL CORP
118,291$6.1B0.53%
51
IVWISHARES TR S&P500 GRW
33,386$6.0B0.52%
52
BKNGBOOKING HOLDINGS INC
2,953$5.8B0.50%
53
NSRGYNESTLE S A - ADR REG SHS
53,127$5.8B0.50%
54
PFEPFIZER INC COM
155,859$5.6B0.49%
55
KMXCARMAX INC COM
62,889$5.5B0.48%
56
ABBVABBVIE INC.
71,567$5.4B0.47%
57
BACBANK AMER CORP COM
185,623$5.4B0.47%
58
DONSPDR DJIA TRUST
19,750$5.3B0.46%
59
EWEDWARDS LIFESCIENCES
23,070$5.1B0.44%
60
VNQVANGUARD INDEX FDS REIT ETF
52,598$4.9B0.43%
61
NEENEXTERA ENERGY INC COM
20,343$4.7B0.41%
62
DISCAUSDDISCOVERY COMMUNICATNS NEW COM
176,194$4.7B0.41%
63
VMCVULCAN MATLS CO
30,583$4.6B0.40%
64
RIORIO TINTO PLC SPONSORED ADR
88,418$4.6B0.40%
65
XLKAMEX TECHNOLOGY SECTOR SPDR
55,918$4.5B0.39%
66
DEODIAGEO PLC-SPONSORED ADR NEW
27,498$4.5B0.39%
67
AXPAMERICAN EXPRESS CO
36,689$4.3B0.38%
68
INTUINTUIT INC
16,222$4.3B0.38%
69
FEFIRSTENERGY CORP COM
89,331$4.3B0.37%
70
LMTLOCKHEED MARTIN CORP
11,020$4.3B0.37%
71
WRBWR BERKLEY CORP
59,129$4.3B0.37%
72
CBRECBRE GROUP INC CL A
79,289$4.2B0.37%
73
IBMINTERNATIONAL BUSINESS MACHS C
27,781$4.0B0.35%
74
LLYLILLY ELI & CO
36,071$4.0B0.35%
75
ORLYO'REILLY AUTOMOTIVE INC
10,099$4.0B0.35%
76
COSTCOSTCO WHOLESALE CORP
13,629$3.9B0.34%
77
AKAMAKAMAI TECHNOLOGIES, INC.
42,834$3.9B0.34%
78
MDTMEDTRONIC PLC
35,004$3.8B0.33%
79
AIGAMERICAN INTL GROUP
66,274$3.7B0.32%
80
IJHISHARES TRUST S&P MIDCAP 400
19,005$3.7B0.32%
81
VFCV F CORP
40,950$3.6B0.32%
82
LVLNKBW REGIONAL BANKING ETF
69,000$3.6B0.32%
83
PYPLPAYPAL HOLDINGS INC
34,205$3.5B0.31%
84
AMEAMETEK INC NEW
38,225$3.5B0.31%
85
RDS/AROYAL DUTCH SHELL PLC
59,638$3.5B0.31%
86
OKEONEOK INC NEW
47,074$3.5B0.30%
87
EEFTEURONET WORLDWIDE INC
23,115$3.4B0.29%
88
MASMASCO CORP COM
80,868$3.4B0.29%
89
HDSUSDHD SUPPLY HOLDINGS, INC.
85,715$3.4B0.29%
90
WYWEYERHAEUSER CO
120,189$3.3B0.29%
91
BDXBECTON DICKINSON & CO
12,930$3.3B0.28%
92
FTVFORTIVE CORPORATION
45,660$3.1B0.27%
93
WTWWILLIS TOWERS WATSON PUBLIC LI
16,140$3.1B0.27%
94
IWMISHARES TRUST RUSSELL 2000 IND
20,512$3.1B0.27%
95
HONHONEYWELL INTL INC
17,842$3.0B0.26%
96
MCDMCDONALDS CORP COM
13,269$2.8B0.25%
97
ADIANALOG DEVICES INC
25,384$2.8B0.25%
98
UTXZUNITED TECHNOLOGIES CP
20,705$2.8B0.25%
99
ZTSZOETIS INC.
22,441$2.8B0.24%
100
COPCONOCOPHILIPS
49,027$2.8B0.24%
Page 1 of 4Next