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
A4SAMERIPRISE FINL INC
$61K
EWIISHARES INC
$60K
VMBSVANGUARD SCOTTSDALE FDS
$60K
INFYINFOSYS LTD
$60K
XEFRXEATON VANCE SR FLTNG RTE TR
$60K
PEOEXELON CORP
$60K
CBANCOLONY BANKCORP INC
$59K
CMSCMS ENERGY CORP
$58K
TMTOYOTA MOTOR CORP
$58K
PGRPROGRESSIVE CORP
$57K
DVNDEVON ENERGY CORP NEW
$57K
CEGCONSTELLATION ENERGY CORP
$57K
EWGISHARES INC
$57K
EFVISHARES TR
$57K
ALSALLSTATE CORP
$57K
LYBLYONDELLBASELL INDUSTRIES N
$57K
LADLITHIA MTRS INC
$56K
HYGISHARES TR
$56K
CIMCHIMERA INVT CORP
$56K
LENLENNAR CORP
$56K
LSCCLATTICE SEMICONDUCTOR CORP
$55K
KHCKRAFT HEINZ CO
$55K
JGHNUVEEN GLOBAL HIGH INCOME FD
$55K
MDC1USDM D C HLDGS INC
$54K
IDV*ISHARES TR
$54K
FDXFEDEX CORP
$54K
BRBROADRIDGE FINL SOLUTIONS IN
$54K
BIIBBIOGEN INC
$54K
RCLROYAL CARIBBEAN GROUP
$54K
PPHVANECK ETF TRUST
$53K
CCEPCOCA-COLA EUROPACIFIC PARTNE
$52K
FBINFORTUNE BRANDS INNOVATIONS I
$52K
VHTVANGUARD WORLD FDS
$52K
FFORD MTR CO DEL
$52K
WMWASTE MGMT INC DEL
$51K
SMHVANECK ETF TRUST
$51K
EVRGEVERGY INC
$51K
TELTE CONNECTIVITY LTD
$50K
EWHISHARES INC
$50K
VSTVISTRA CORP
$50K
KIMKIMCO RLTY CORP
$50K
CMCCOMMERCIAL METALS CO
$49K
NLYANNALY CAPITAL MANAGEMENT IN
$49K
GLGLOBE LIFE INC
$49K
VGTVANGUARD WORLD FDS
$49K
RYNRAYONIER INC
$48K
APAAPA CORPORATION
$47K
CPNGCOUPANG INC
$47K
DGSWISDOMTREE TR
$47K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$47K
SPTMSPDR SER TR
$47K
IYCISHARES TR
$47K
OZKBANK OZK LITTLE ROCK ARK
$46K
AMJEURJPMORGAN CHASE & CO
$46K
CTVACORTEVA INC
$46K
IYY*ISHARES TR
$46K
TIPISHARES TR
$45K
FLOFLOWERS FOODS INC
$44K
DDDUPONT DE NEMOURS INC
$44K
EIXEDISON INTL
$44K
VKTXVIKING THERAPEUTICS INC
$44K
TOTLSSGA ACTIVE ETF TR
$43K
PACWUSDPACWEST BANCORP DEL
$43K
OGCPEMPIRE ST RLTY OP L P
$43K
BTTBLACKROCK MUN TARGET TERM TR
$43K
NFENEW FORTRESS ENERGY INC
$43K
GENGEN DIGITAL INC
$42K
APHAMPHENOL CORP NEW
$42K
VAWVANGUARD WORLD FDS
$42K
NUVNUVEEN MUN VALUE FD INC
$41K
AQLTISHARES TR
$41K
PLDPROLOGIS INC.
$41K
CMICUMMINS INC
$41K
IAKISHARES TR
$41K
ALCALCON AG
$40K
CHTRCHARTER COMMUNICATIONS INC N
$40K
LINLINDE PLC
$39K
TSNTYSON FOODS INC
$39K
ONON SEMICONDUCTOR CORP
$38K
ZZILLOW GROUP INC
$37K
CRICARTERS INC
$37K
PNWPINNACLE WEST CAP CORP
$37K
STLASTELLANTIS N.V
$36K
UHSUNIVERSAL HLTH SVCS INC
$36K
CCKCROWN HLDGS INC
$35K
VFHVANGUARD WORLD FDS
$35K
IAU*ISHARES GOLD TR
$35K
NVGNUVEEN AMT FREE MUN CR INC F
$34K
SSENTINELONE INC
$34K
SRCUSDSPIRIT RLTY CAP INC NEW
$34K
GGNGAMCO GLOBAL GOLD NAT RES &
$34K
HPEHEWLETT PACKARD ENTERPRISE C
$33K
DKSDICKS SPORTING GOODS INC
$33K
RRYDER SYS INC
$32K
WPCWP CAREY INC
$31K
HLNHALEON PLC
$31K
IIMINVESCO VALUE MUN INCOME TR
$31K
PAYCPAYCOM SOFTWARE INC
$30K
ABNBAIRBNB INC
$30K
VTIPVANGUARD MALVERN FDS
$30K
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