MONTAG A & ASSOCIATES INC Q4 2020 Filing

Filed February 12, 2021

Portfolio Value

$1.6T

Holdings

793

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (793 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
169,549$63.4B3.89%
2
IVVISHARES TR
150,806$56.6B3.48%
3
VCSHVANGUARD SCOTTSDALE FDS
667,780$55.6B3.41%
4
MDYSPDR S&P MIDCAP 400 ETF TR
123,609$51.9B3.19%
5
AAPLAPPLE INC
336,487$44.6B2.74%
6
KOCOCA COLA CO
752,587$41.3B2.54%
7
MSFTMICROSOFT CORP
154,789$34.4B2.11%
8
AMZNAMAZON COM INC
9,904$32.3B1.98%
9
FISVFISERV INC
258,122$29.4B1.81%
10
GOOGALPHABET INC
15,839$27.7B1.70%
11
MINTPIMCO ETF TR
265,553$27.1B1.66%
12
HDHOME DEPOT INC
100,002$26.6B1.63%
13
ADBEADOBE SYSTEMS INCORPORATED
41,324$20.7B1.27%
14
JNJJOHNSON & JOHNSON
115,457$18.2B1.12%
15
TFCTRUIST FINL CORP
371,475$17.8B1.09%
16
IWBISHARES TR
78,349$16.6B1.02%
17
PYPLPAYPAL HLDGS INC
69,791$16.3B1.00%
18
IJRISHARES TR
174,015$16.0B0.98%
19
VIGVANGUARD SPECIALIZED FUNDS
112,603$15.9B0.98%
20
VVISA INC
71,293$15.6B0.96%
21
DISDISNEY WALT CO
84,556$15.3B0.94%
22
MRKMERCK & CO. INC
186,906$15.3B0.94%
23
AWMSKYWORKS SOLUTIONS INC
95,915$14.7B0.90%
24
JPMJPMORGAN CHASE & CO
114,090$14.5B0.89%
25
EFXEQUIFAX INC
75,097$14.5B0.89%
26
MCHIISHARES TR
176,803$14.3B0.88%
27
PEPPEPSICO INC
96,354$14.3B0.88%
28
ISRGINTUITIVE SURGICAL INC
17,258$14.1B0.87%
29
ABTABBOTT LABS
128,462$14.1B0.86%
30
BACBK OF AMERICA CORP
461,338$14.0B0.86%
31
METAFACEBOOK INC
48,620$13.3B0.82%
32
VBVANGUARD INDEX FDS
67,180$13.1B0.80%
33
WMTWALMART INC
86,137$12.4B0.76%
34
TMOTHERMO FISHER SCIENTIFIC INC
26,241$12.2B0.75%
35
VOVANGUARD INDEX FDS
57,862$12.0B0.73%
36
SYKSTRYKER CORPORATION
48,551$11.9B0.73%
37
ICEINTERCONTINENTAL EXCHANGE IN
100,528$11.6B0.71%
38
CPRTCOPART INC
89,333$11.4B0.70%
39
PGPROCTER AND GAMBLE CO
79,968$11.1B0.68%
40
JPSTJ P MORGAN EXCHANGE-TRADED F
217,585$11.1B0.68%
41
RSPINVESCO EXCHANGE TRADED FD T
85,921$11.0B0.67%
42
VCITVANGUARD SCOTTSDALE FDS
112,354$10.9B0.67%
43
TJXTJX COS INC NEW
156,291$10.7B0.66%
44
GOOGLALPHABET INC
5,881$10.3B0.63%
45
BABAALIBABA GROUP HLDG LTD
43,421$10.1B0.62%
46
MCDMCDONALDS CORP
46,537$10.0B0.61%
47
QCOMQUALCOMM INC
64,625$9.8B0.60%
48
IWFISHARES TR
40,583$9.8B0.60%
49
MAMASTERCARD INCORPORATED
25,949$9.3B0.57%
50
MNRUSDMONMOUTH REAL ESTATE INVT CO
526,232$9.1B0.56%
51
EWEDWARDS LIFESCIENCES CORP
98,911$9.0B0.55%
52
CBRLCRACKER BARREL OLD CTRY STOR
65,489$8.6B0.53%
53
CSCOCISCO SYS INC
192,037$8.6B0.53%
54
GSGOLDMAN SACHS GROUP INC
32,283$8.5B0.52%
55
GPCGENUINE PARTS CO
81,902$8.2B0.51%
56
LVLNSPDR SER TR
157,723$8.2B0.50%
57
EEFTEURONET WORLDWIDE INC
54,903$8.0B0.49%
58
NVRNVR INC
1,943$7.9B0.49%
59
MARMARRIOTT INTL INC NEW
58,941$7.8B0.48%
60
BRK/BBERKSHIRE HATHAWAY INC DEL
33,402$7.7B0.48%
61
KSUEURKANSAS CITY SOUTHERN
37,918$7.7B0.48%
62
ABBVABBVIE INC
71,583$7.7B0.47%
63
WDAYWORKDAY INC
31,100$7.5B0.46%
64
XLKSELECT SECTOR SPDR TR
55,256$7.2B0.44%
65
DHRDANAHER CORPORATION
31,993$7.1B0.44%
66
INTUINTUIT
18,652$7.1B0.44%
67
MMM3M CO
37,741$6.6B0.41%
68
IQVIQVIA HLDGS INC
36,363$6.5B0.40%
69
AELUSDAMERICAN EQTY INVT LIFE HLD
232,875$6.4B0.40%
70
NEENEXTERA ENERGY INC
81,237$6.3B0.38%
71
DWDMORGAN STANLEY
90,941$6.2B0.38%
72
MASMASCO CORP
110,183$6.1B0.37%
73
RIORIO TINTO PLC
80,428$6.0B0.37%
74
BABOEING CO
27,783$5.9B0.37%
75
LVSLAS VEGAS SANDS CORP
99,662$5.9B0.36%
76
GSYINVESCO ACTIVELY MANAGED ETF
113,672$5.8B0.35%
77
WYWEYERHAEUSER CO MTN BE
168,067$5.6B0.35%
78
COSTCOSTCO WHSL CORP NEW
14,902$5.6B0.34%
79
CHTRCHARTER COMMUNICATIONS INC N
8,318$5.5B0.34%
80
RSGREPUBLIC SVCS INC
56,685$5.5B0.34%
81
PFEPFIZER INC
144,389$5.3B0.33%
82
NKENIKE INC
36,700$5.2B0.32%
83
SBUXSTARBUCKS CORP
47,488$5.1B0.31%
84
DISCAUSDDISCOVERY INC
166,054$5.0B0.31%
85
UMHUMH PPTYS INC
334,961$5.0B0.30%
86
MKLMARKEL CORP
4,775$4.9B0.30%
87
IJHISHARES TR
21,465$4.9B0.30%
88
CDWCDW CORP
37,395$4.9B0.30%
89
LLYLILLY ELI & CO
28,957$4.9B0.30%
90
ITBISHARES TR
87,415$4.9B0.30%
91
MAAMID-AMER APT CMNTYS INC
37,039$4.7B0.29%
92
INTCINTEL CORP
93,806$4.7B0.29%
93
XOMEXXON MOBIL CORP
111,141$4.6B0.28%
94
CRMSALESFORCE COM INC
20,370$4.5B0.28%
95
IWDISHARES TR
32,813$4.5B0.28%
96
UNHUNITEDHEALTH GROUP INC
12,718$4.5B0.27%
97
IWMISHARES TR
21,422$4.2B0.26%
98
DEODIAGEO PLC
26,167$4.2B0.26%
99
DYHTARGET CORP
22,563$4.0B0.24%
100
DALDELTA AIR LINES INC DEL
98,526$4.0B0.24%
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