MONTAG A & ASSOCIATES INC Q4 2017 Filing

Filed February 9, 2018

Portfolio Value

$1.0B

Holdings

271

Report Date

Q4 2017

Filing Type

13F-HR

All Holdings (271 positions)

StockValue
SPYSPDR S&P 500 ETF TR TR UNIT
$67.4M
IVVISHARES TR CORE S&P500 ETF
$55.2M
MDYSPDR S&P MIDCAP 400 ETF TR UTS
$49.0M
KOCOCA COLA CO COM
$36.2M
WMTWAL-MART STORES INC COM
$15.8M
HDHOME DEPOT INC
$15.2M
AAPLAPPLE INC COM
$15.2M
JNJJOHNSON & JOHNSON
$14.6M
MSFTMICROSOFT CORP COM
$14.2M
INTCINTEL CORP
$14.1M
GOOGALPHABET INC CAP STK CL C
$14.0M
CVXCHEVRON TEXACO CORP
$11.9M
CSCOCISCO SYS INC COM
$11.6M
TRVCCITIGROUP INC COM NEW
$11.4M
RDS/AROYAL DUTCH SHELL PLC
$11.4M
SUNTRUST BKS INC
$10.9M
VIGVANGUARD DIVIDEND APPRECIATION
$10.4M
MRKMERCK & CO INC COM
$10.3M
JPMJPMORGAN CHASE & CO COM
$9.9M
IWBISHARES RUSSELL 1000 INDEX
$9.9M
XLFSELECT SECTOR SPDR TR SBI INT-
$9.8M
EFXEQUIFAX INC
$9.7M
BABOEING CO COM
$9.7M
BANCBANC OF CALIFORNIA INC COM
$9.4M
VOVANGUARD MID CAP ETF
$9.4M
MARMARRIOTT INTL INC NEW CL A
$9.2M
VEAVANGUARD FTSE DEVELOPED MARKET
$9.0M
XOMEXXON MOBIL CORP COM
$9.0M
VMCVULCAN MATLS CO
$8.7M
FISVFISERV INC
$8.3M
BACBANK AMER CORP COM
$8.0M
DYDYCOM INDUSTRIES INC
$7.7M
RYDEX S&P EQUAL WEIGHT ETF
$7.7M
IJRISHARES TR CORE S&P SCP ETF
$7.6M
ADBEADOBE SYS INC COM
$7.6M
PEPPEPSICO INC COM
$7.5M
URIUNITED RENTALS INC.
$7.1M
BWABORGWARNER INC COM
$7.0M
MKLMARKEL CORP
$6.9M
PGPROCTER & GAMBLE CO
$6.9M
PFEPFIZER INC COM
$6.8M
ABBVABBVIE INC.
$6.7M
LKQ1LKQ CORP
$6.6M
COPCONOCOPHILIPS
$6.2M
BRK/BBERKSHIRE HATHAWAY INC CL B
$6.1M
XHBSPDR HOMEBUILDERS ETF
$6.1M
IWMISHARES TRUST RUSSELL 2000 IND
$6.1M
GSGOLDMAN SACHS GROUP
$6.1M
WBAWALGREENS BOOTS ALLIANCE, INC.
$5.9M
GOOGLALPHABET INC CAP STK CL A
$5.8M
BPBP AMOCO PLC - SPONS ADR
$5.8M
DLTRDOLLAR TREE, INC.
$5.7M
IBMINTERNATIONAL BUSINESS MACHS C
$5.7M
MASMASCO CORP COM
$5.5M
QRVOQORVO INC COM
$5.5M
RIORIO TINTO PLC SPONSORED ADR
$5.2M
METMETLIFE INC COM
$5.2M
DISCAUSDDISCOVERY COMMUNICATNS NEW COM
$5.1M
WPPWPP GROUP PLC
$5.1M
UNPUNION PAC CORP
$5.0M
PHMPULTEGROUP INC
$5.0M
AIGAMERICAN INTL GROUP
$5.0M
FDXFEDEX CORP
$4.9M
VVISA INC - CLASS A
$4.8M
UNHUNITEDHEALTH GROUP INC COM
$4.8M
AMZNAMAZON COM INC
$4.8M
BIDUNBAIDU INC SPN ADR
$4.7M
NSRGYNESTLE S A - ADR REG SHS
$4.7M
BKBANK NEW YORK MELLON CORP
$4.7M
UPSUNITED PARCEL SERVICE INC CL B
$4.6M
WOOFOOT LOCKER INC
$4.5M
SOYSUNOPTA INC COM
$4.5M
GPCGENUINE PARTS CO
$4.4M
LVLNKBW REGIONAL BANKING ETF
$4.3M
GILDGILEAD SCIENCES INC
$4.3M
DWDMORGAN STANLEY DEAN WITTER COM
$4.3M
VNQVANGUARD INDEX FDS REIT ETF
$4.1M
DEODIAGEO PLC-SPONSORED ADR NEW
$4.0M
TJXTJX COS INC NEW
$4.0M
XLEAMEX ENERGY SECTOR SPDR
$4.0M
KBESPDR KBW BANK ETF
$3.9M
LMTLOCKHEED MARTIN CORP
$3.9M
DALDELTA AIR LINES INC DEL COM NE
$3.8M
EOGEOG RESOURCES INC
$3.6M
ABTABBOTT LABS
$3.5M
SPBSPECTRUM BRANDS HLDGS INC COM
$3.5M
FTVFORTIVE CORPORATION
$3.5M
STTSTATE STREET CORP
$3.5M
ITBISHARES DOW JONES US HOME CONS
$3.5M
EMNEASTMAN CHEM CO
$3.4M
LLYLILLY ELI & CO
$3.4M
WYWEYERHAEUSER CO
$3.4M
SIEBSIEMENS AG SPONS ADR
$3.3M
CPRTCOPART INC
$3.3M
WFCWELLS FARGO & CO NEW COM
$3.3M
SLBSCHLUMBERGER LTD COM
$3.3M
WRBWR BERKLEY CORP
$3.3M
ORLYO'REILLY AUTOMOTIVE INC
$3.3M
DOVDOVER CORP
$3.3M
MMM3M CO
$3.2M
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