MONTAG A & ASSOCIATES INC Q3 2024 Filing

Filed November 5, 2024

Portfolio Value

$2.1B

Holdings

1,027

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (1,027 positions)

StockValue
LMTLOCKHEED MARTIN CORP
$4.7M
RIORIO TINTO PLC
$4.7M
AMDADVANCED MICRO DEVICES INC
$4.7M
NVRNVR INC
$4.5M
SOSOUTHERN CO
$4.5M
VDEVANGUARD WORLD FD
$4.4M
GQ9SPDR GOLD TR
$4.4M
EBAEBAY INC.
$4.3M
NDAQNASDAQ INC
$4.2M
ITBISHARES TR
$4.1M
ETNEATON CORP PLC
$4.1M
XBISPDR SER TR
$4.1M
IBMINTERNATIONAL BUSINESS MACHS
$4.1M
EMREMERSON ELEC CO
$4.0M
VUGVANGUARD INDEX FDS
$4.0M
KWEBKRANESHARES TRUST
$3.9M
ACNACCENTURE PLC IRELAND
$3.9M
AZOAUTOZONE INC
$3.8M
MRVLMARVELL TECHNOLOGY INC
$3.8M
BAC 7.25 PERP LBANK AMERICA CORP
$3.8M
HONHONEYWELL INTL INC
$3.7M
VCITVANGUARD SCOTTSDALE FDS
$3.7M
PWRQUANTA SVCS INC
$3.7M
CASYCASEYS GEN STORES INC
$3.6M
ABGCENCORA INC
$3.5M
DUKDUKE ENERGY CORP NEW
$3.5M
SCHWSCHWAB CHARLES CORP
$3.5M
FCXFREEPORT-MCMORAN INC
$3.5M
NDQINVESCO QQQ TR
$3.4M
EWEDWARDS LIFESCIENCES CORP
$3.4M
BSCPINVESCO EXCH TRD SLF IDX FD
$3.3M
ESSESSEX PPTY TR INC
$3.3M
ROPROPER TECHNOLOGIES INC
$3.3M
PLXSPLEXUS CORP
$3.2M
BABOEING CO
$3.2M
METAMETA PLATFORMS INC
$3.2M
DFUSDIMENSIONAL ETF TRUST
$3.2M
ACGLARCH CAP GROUP LTD
$3.1M
QCOMQUALCOMM INC
$3.1M
UNPUNION PAC CORP
$3.0M
RSGREPUBLIC SVCS INC
$3.0M
APHAMPHENOL CORP NEW
$3.0M
IBTEISHARES TR
$3.0M
WFCWELLS FARGO CO NEW
$3.0M
XLUSELECT SECTOR SPDR TR
$2.9M
VNQVANGUARD INDEX FDS
$2.9M
AMTAMERICAN TOWER CORP NEW
$2.9M
SDYSPDR SER TR
$2.9M
BACVERIZON COMMUNICATIONS INC
$2.9M
BKNGBOOKING HOLDINGS INC
$2.8M
OLEDUNIVERSAL DISPLAY CORP
$2.7M
RTXRTX CORPORATION
$2.7M
MLMMARTIN MARIETTA MATLS INC
$2.7M
RPVINVESCO EXCHANGE TRADED FD T
$2.7M
WTWWILLIS TOWERS WATSON PLC LTD
$2.7M
DEODIAGEO PLC
$2.7M
PPGPPG INDS INC
$2.6M
VRTVERTIV HOLDINGS CO
$2.6M
NKENIKE INC
$2.5M
KMXCARMAX INC
$2.5M
BSCOINVESCO EXCH TRD SLF IDX FD
$2.5M
CMICUMMINS INC
$2.5M
MCKMCKESSON CORP
$2.4M
WFC 7.5 PERP LWELLS FARGO CO NEW
$2.4M
TRVTRAVELERS COMPANIES INC
$2.4M
WYWEYERHAEUSER CO MTN BE
$2.4M
PFEPFIZER INC
$2.3M
SPGIS&P GLOBAL INC
$2.3M
TXTTEXTRON INC
$2.3M
MDLZMONDELEZ INTL INC
$2.2M
NSCNORFOLK SOUTHN CORP
$2.2M
PRFINVESCO EXCHANGE TRADED FD T
$2.1M
DISDISNEY WALT CO
$2.1M
IUSVISHARES TR
$2.1M
EMEEMCOR GROUP INC
$2.1M
TTTRANE TECHNOLOGIES PLC
$2.1M
LKQ1LKQ CORP
$2.0M
DEDEERE & CO
$2.0M
MPWRMONOLITHIC PWR SYS INC
$2.0M
4I1PHILIP MORRIS INTL INC
$2.0M
OEFISHARES TR
$2.0M
ABCBAMERIS BANCORP
$2.0M
EYENATIONAL VISION HLDGS INC
$2.0M
GVIISHARES TR
$2.0M
SUBISHARES TR
$1.9M
UPSUNITED PARCEL SERVICE INC
$1.9M
SHELSHELL PLC
$1.9M
T7DTRANSDIGM GROUP INC
$1.8M
SSBUSDSOUTHSTATE CORPORATION
$1.8M
ITWILLINOIS TOOL WKS INC
$1.8M
CLCOLGATE PALMOLIVE CO
$1.8M
VTIVANGUARD INDEX FDS
$1.7M
TXNTEXAS INSTRS INC
$1.7M
ORLYOREILLY AUTOMOTIVE INC
$1.7M
DFATDIMENSIONAL ETF TRUST
$1.7M
GGGGRACO INC
$1.6M
GPNGLOBAL PMTS INC
$1.6M
XLFSELECT SECTOR SPDR TR
$1.6M
SNPSSYNOPSYS INC
$1.6M
AFLAFLAC INC
$1.6M
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