MONTAG A & ASSOCIATES INC Q3 2021 Filing

Filed November 8, 2021

Portfolio Value

$1.9B

Holdings

884

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (884 positions)

StockValue
VCSHVANGUARD SCOTTSDALE FDS
$77.8M
SPYSPDR S&P 500 ETF TR
$76.3M
IVVISHARES TR
$66.2M
MDYSPDR S&P MIDCAP 400 ETF TR
$57.0M
AAPLAPPLE INC
$50.9M
MINTPIMCO ETF TR
$46.6M
MSFTMICROSOFT CORP
$43.7M
GOOGALPHABET INC
$39.2M
AMZNAMAZON COM INC
$36.7M
KOCOCA COLA CO
$36.0M
HDHOME DEPOT INC
$27.0M
ADBEADOBE SYSTEMS INCORPORATED
$21.4M
FISVFISERV INC
$21.4M
JPSTJ P MORGAN EXCHANGE-TRADED F
$21.4M
METAFACEBOOK INC
$20.8M
BACBK OF AMERICA CORP
$20.5M
TFCTRUIST FINL CORP
$20.4M
JNJJOHNSON & JOHNSON
$19.2M
PYPLPAYPAL HLDGS INC
$18.3M
AWMSKYWORKS SOLUTIONS INC
$18.0M
IJRISHARES TR
$17.6M
GOOGLALPHABET INC
$17.6M
VBVANGUARD INDEX FDS
$17.5M
IWBISHARES TR
$17.0M
JPMJPMORGAN CHASE & CO
$16.9M
VIGVANGUARD SPECIALIZED FUNDS
$16.4M
EFXEQUIFAX INC
$16.2M
ABTABBOTT LABS
$15.3M
VVISA INC
$14.8M
MRKMERCK & CO INC
$14.3M
PEPPEPSICO INC
$13.8M
VOVANGUARD INDEX FDS
$13.2M
SYKSTRYKER CORPORATION
$12.9M
GSGOLDMAN SACHS GROUP INC
$12.8M
EWEDWARDS LIFESCIENCES CORP
$12.3M
RSPINVESCO EXCHANGE TRADED FD T
$11.9M
DISDISNEY WALT CO
$11.6M
QCOMQUALCOMM INC
$11.6M
WMTWALMART INC
$11.6M
TMOTHERMO FISHER SCIENTIFIC INC
$11.0M
OSKOSHKOSH CORP
$10.9M
PGPROCTER AND GAMBLE CO
$10.5M
DWDMORGAN STANLEY
$9.9M
ICEINTERCONTINENTAL EXCHANGE IN
$9.8M
CPRTCOPART INC
$9.7M
IWDISHARES TR
$9.6M
ISRGINTUITIVE SURGICAL INC
$9.5M
ITBISHARES TR
$9.4M
MNRUSDMONMOUTH REAL ESTATE INVT CO
$9.4M
LVLNSPDR SER TR
$9.0M
IWFISHARES TR
$8.9M
AMATAPPLIED MATLS INC
$8.8M
GPCGENUINE PARTS CO
$8.8M
CSCOCISCO SYS INC
$8.8M
RIORIO TINTO PLC
$8.5M
MARMARRIOTT INTL INC NEW
$8.2M
PHMPULTE GROUP INC
$8.1M
MCDMCDONALDS CORP
$7.9M
BRK/BBERKSHIRE HATHAWAY INC DEL
$7.8M
TJXTJX COS INC NEW
$7.7M
STZCONSTELLATION BRANDS INC
$7.7M
CDWCDW CORP
$7.6M
ABBVABBVIE INC
$7.4M
IQVIQVIA HLDGS INC
$7.3M
XLKSELECT SECTOR SPDR TR
$7.3M
UMHUMH PPTYS INC
$7.2M
MAAMID-AMER APT CMNTYS INC
$7.1M
WFCWELLS FARGO CO NEW
$7.0M
ADIANALOG DEVICES INC
$7.0M
INTUINTUIT
$7.0M
MLMMARTIN MARIETTA MATLS INC
$6.9M
ALGTALLEGIANT TRAVEL CO
$6.9M
NVRNVR INC
$6.8M
NEENEXTERA ENERGY INC
$6.6M
DHRDANAHER CORPORATION
$6.6M
MAMASTERCARD INCORPORATED
$6.5M
IWMISHARES TR
$6.5M
BABOEING CO
$6.4M
MMM3M CO
$6.3M
AMDADVANCED MICRO DEVICES INC
$6.3M
LLYLILLY ELI & CO
$6.3M
COSTCOSTCO WHSL CORP NEW
$6.2M
SPGIS&P GLOBAL INC
$6.2M
PHPARKER-HANNIFIN CORP
$6.1M
NKENIKE INC
$6.1M
VDEVANGUARD WORLD FDS
$6.0M
DC4DEXCOM INC
$6.0M
DYHTARGET CORP
$6.0M
IJHISHARES TR
$5.9M
XMESPDR SER TR
$5.7M
PFEPFIZER INC
$5.6M
MRNAMODERNA INC
$5.6M
GSYINVESCO ACTIVELY MANAGED ETF
$5.6M
AMEAMETEK INC
$5.5M
QQQINVESCO EXCH TRD SLF IDX FD
$5.4M
BSCMUSDINVESCO EXCH TRD SLF IDX FD
$5.4M
XOMEXXON MOBIL CORP
$5.3M
BACVERIZON COMMUNICATIONS INC
$5.2M
MKLMARKEL CORP
$5.1M
CITCINTAS CORP
$5.0M
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