MONTAG A & ASSOCIATES INC Q3 2022 Filing

Filed November 9, 2022

Portfolio Value

$1.4B

Holdings

889

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (889 positions)

StockValue
SPYSPDR S&P 500 ETF TR
$65.7M
IVVISHARES TR
$64.1M
AAPLAPPLE INC
$48.5M
MDYSPDR S&P MIDCAP 400 ETF TR
$45.3M
MINTPIMCO ETF TR
$41.7M
VCSHVANGUARD SCOTTSDALE FDS
$37.9M
MSFTMICROSOFT CORP
$37.1M
JPSTJ P MORGAN EXCHANGE TRADED F
$36.9M
KOCOCA COLA CO
$33.3M
GOOGALPHABET INC
$27.4M
AMZNAMAZON COM INC
$22.2M
HDHOME DEPOT INC
$21.9M
IWBISHARES TR
$20.5M
JNJJOHNSON & JOHNSON
$19.5M
MRKMERCK & CO INC
$16.2M
VIGVANGUARD SPECIALIZED FUNDS
$16.2M
PEPPEPSICO INC
$14.8M
FISVFISERV INC
$14.0M
BACBK OF AMERICA CORP
$13.5M
LLYLILLY ELI & CO
$12.9M
VBVANGUARD INDEX FDS
$12.7M
GOOGLALPHABET INC
$12.4M
TFCTRUIST FINL CORP
$12.4M
ABTABBOTT LABS
$12.4M
VVISA INC
$12.2M
RSPINVESCO EXCHANGE TRADED FD T
$11.7M
ADBEADOBE SYSTEMS INCORPORATED
$11.0M
QQQINVESCO EXCH TRD SLF IDX FD
$10.9M
VGSHVANGUARD SCOTTSDALE FDS
$10.6M
PGPROCTER AND GAMBLE CO
$10.5M
WMTWALMART INC
$10.4M
VOVANGUARD INDEX FDS
$10.4M
EFXEQUIFAX INC
$10.2M
BSCOINVESCO EXCH TRD SLF IDX FD
$10.0M
JPMJPMORGAN CHASE & CO
$9.8M
EWEDWARDS LIFESCIENCES CORP
$9.3M
GPCGENUINE PARTS CO
$9.3M
VDEVANGUARD WORLD FDS
$9.2M
ABBVABBVIE INC
$9.1M
IWFISHARES TR
$8.9M
GSGOLDMAN SACHS GROUP INC
$8.7M
IJRISHARES TR
$8.3M
XLKSELECT SECTOR SPDR TR
$8.0M
DYHTARGET CORP
$7.8M
CVXCHEVRON CORP NEW
$7.7M
QCOMQUALCOMM INC
$7.5M
TMOTHERMO FISHER SCIENTIFIC INC
$7.4M
CPRTCOPART INC
$7.4M
XOMEXXON MOBIL CORP
$7.3M
MARMARRIOTT INTL INC NEW
$7.2M
MAMASTERCARD INCORPORATED
$7.1M
MCDMCDONALDS CORP
$7.0M
NEENEXTERA ENERGY INC
$7.0M
IWDISHARES TR
$7.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$7.0M
SYKSTRYKER CORPORATION
$6.9M
UNHUNITEDHEALTH GROUP INC
$6.9M
TJXTJX COS INC NEW
$6.7M
DWDMORGAN STANLEY
$6.6M
ADIANALOG DEVICES INC
$6.6M
SCHWSCHWAB CHARLES CORP
$6.3M
DHRDANAHER CORPORATION
$6.1M
EYENATIONAL VISION HLDGS INC
$6.0M
CSCOCISCO SYS INC
$6.0M
PHPARKER-HANNIFIN CORP
$6.0M
DISDISNEY WALT CO
$5.9M
COSTCOSTCO WHSL CORP NEW
$5.8M
MAAMID-AMER APT CMNTYS INC
$5.8M
ICEINTERCONTINENTAL EXCHANGE IN
$5.7M
INTUINTUIT
$5.6M
IJHISHARES TR
$5.6M
VCITVANGUARD SCOTTSDALE FDS
$5.5M
PFEPFIZER INC
$5.4M
AMEAMETEK INC
$5.3M
GSYINVESCO ACTIVELY MANAGED ETF
$5.2M
IQVIQVIA HLDGS INC
$5.0M
UMHUMH PPTYS INC
$4.9M
DARDARLING INGREDIENTS INC
$4.9M
CITCINTAS CORP
$4.8M
CDWCDW CORP
$4.8M
ISRGINTUITIVE SURGICAL INC
$4.8M
BRK-BBERKSHIRE HATHAWAY INC DEL
$4.5M
VOOVANGUARD INDEX FDS
$4.4M
WFCWELLS FARGO CO NEW
$4.3M
BSCPINVESCO EXCH TRD SLF IDX FD
$4.1M
IWMISHARES TR
$4.1M
WRBBERKLEY W R CORP
$4.1M
DEODIAGEO PLC
$4.0M
MKLMARKEL CORP
$3.9M
AMATAPPLIED MATLS INC
$3.9M
LVLNSPDR SER TR
$3.9M
BSCMUSDINVESCO EXCH TRD SLF IDX FD
$3.8M
RIORIO TINTO PLC
$3.8M
DONSPDR DOW JONES INDL AVERAGE
$3.6M
AMDADVANCED MICRO DEVICES INC
$3.5M
AWMSKYWORKS SOLUTIONS INC
$3.4M
NKENIKE INC
$3.4M
DUKDUKE ENERGY CORP NEW
$3.4M
LMTLOCKHEED MARTIN CORP
$3.4M
VMCVULCAN MATLS CO
$3.3M
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