MONTAG A & ASSOCIATES INC Q3 2023 Filing

Filed November 9, 2023

Portfolio Value

$1.6B

Holdings

902

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (902 positions)

StockValue
ESGRENSTAR GROUP LIMITED
$157K
IJKISHARES TR
$152K
TORTOISE PWR & ENERGY INFRAS
$151K
VGKVANGUARD INTL EQUITY INDEX F
$151K
SCCOSOUTHERN COPPER CORP
$151K
SCHMSCHWAB STRATEGIC TR
$150K
HSICHENRY SCHEIN INC
$149K
AEPAMERICAN ELEC PWR CO INC
$148K
BSXBOSTON SCIENTIFIC CORP
$148K
PDTHANCOCK JOHN PREM DIVID FD
$146K
TXRHTEXAS ROADHOUSE INC
$144K
CMGCHIPOTLE MEXICAN GRILL INC
$141K
VGITVANGUARD SCOTTSDALE FDS
$138K
CBRLCRACKER BARREL OLD CTRY STOR
$138K
COLMCOLUMBIA SPORTSWEAR CO
$137K
KLACKLA CORP
$137K
GSKGSK PLC
$135K
ULUNILEVER PLC
$134K
MCHPMICROCHIP TECHNOLOGY INC.
$132K
CHKPCHECK POINT SOFTWARE TECH LT
$132K
RIGTRANSOCEAN LTD
$128K
ESEVERSOURCE ENERGY
$128K
NNNNNN REIT INC
$128K
BATRAATLANTA BRAVES HLDGS INC
$127K
IYMISHARES TR
$127K
REGNREGENERON PHARMACEUTICALS
$126K
ATRAPTARGROUP INC
$122K
PPLPPL CORP
$121K
ANETEURARISTA NETWORKS INC
$120K
NCLHNORWEGIAN CRUISE LINE HLDG L
$120K
SJMSMUCKER J M CO
$116K
EGPEASTGROUP PPTYS INC
$116K
DGXQUEST DIAGNOSTICS INC
$116K
SCHHSCHWAB STRATEGIC TR
$113K
BILSPDR SER TR
$109K
KTOSKRATOS DEFENSE & SEC SOLUTIO
$107K
TDOCTELADOC HEALTH INC
$107K
XNIEXVIRTUS EQUITY & CONV INCM FD
$106K
BPBP PLC
$106K
PEGPUBLIC SVC ENTERPRISE GRP IN
$105K
GMGENERAL MTRS CO
$105K
ZMZOOM VIDEO COMMUNICATIONS IN
$105K
IYTISHARES TR
$102K
SPSCSPS COMM INC
$101K
GEHCGE HEALTHCARE TECHNOLOGIES I
$100K
IWPISHARES TR
$100K
BSCRINVESCO EXCH TRD SLF IDX FD
$99K
RPGINVESCO EXCHANGE TRADED FD T
$98K
CNXCCONCENTRIX CORP
$98K
SCMSTELLUS CAP INVT CORP
$98K
SMGSCOTTS MIRACLE-GRO CO
$98K
VOTVANGUARD INDEX FDS
$97K
LNGCHENIERE ENERGY INC
$96K
ALSNALLISON TRANSMISSION HLDGS I
$93K
IYEISHARES TR
$91K
PRUPRUDENTIAL FINL INC
$90K
NETCLOUDFLARE INC
$89K
ALVAUTOLIV INC
$88K
NGGNATIONAL GRID PLC
$83K
AMLPALPS ETF TR
$82K
MSCIMSCI INC
$82K
PWRQUANTA SVCS INC
$81K
SGOVISHARES TR
$81K
NOWSERVICENOW INC
$78K
RBLXROBLOX CORP
$78K
VNTVONTIER CORPORATION
$77K
BWABORGWARNER INC
$77K
EPDENTERPRISE PRODS PARTNERS L
$77K
SPGSIMON PPTY GROUP INC NEW
$76K
ADCAGREE RLTY CORP
$76K
HPFHANCOCK JOHN PFD INCOME FD I
$74K
WMBWILLIAMS COS INC
$74K
MTNVAIL RESORTS INC
$73K
ETRENTERGY CORP NEW
$73K
ALBALBEMARLE CORP
$73K
PSAPUBLIC STORAGE
$72K
EQREQUITY RESIDENTIAL
$72K
APOAPOLLO GLOBAL MGMT INC
$72K
IGMISHARES TR
$72K
IEVISHARES TR
$72K
CCOCAMECO CORP
$71K
7HPHP INC
$71K
VPUVANGUARD WORLD FDS
$71K
VRSKVERISK ANALYTICS INC
$71K
ETVEATON VANCE TAX-MANAGED BUY-
$71K
BBYBEST BUY INC
$70K
VSSVANGUARD INTL EQUITY INDEX F
$69K
BROBROWN & BROWN INC
$68K
CMECME GROUP INC
$68K
TYGTORTOISE ENERGY INFRA CORP
$68K
IEFISHARES TR
$68K
ACMAECOM
$68K
IWCISHARES TR
$67K
8CWCROWN CASTLE INC
$67K
AOAISHARES TR
$66K
VRTXVERTEX PHARMACEUTICALS INC
$64K
SAPSAP SE
$64K
HALHALLIBURTON CO
$62K
SCHBSCHWAB STRATEGIC TR
$62K
XLBSELECT SECTOR SPDR TR
$62K
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