MONTAG A & ASSOCIATES INC Q4 2020 Filing

Filed February 12, 2021

Portfolio Value

$1.6B

Holdings

793

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (793 positions)

StockValue
SPYSPDR S&P 500 ETF TR
$63.4M
IVVISHARES TR
$56.6M
VCSHVANGUARD SCOTTSDALE FDS
$55.6M
MDYSPDR S&P MIDCAP 400 ETF TR
$51.9M
AAPLAPPLE INC
$44.6M
KOCOCA COLA CO
$41.3M
MSFTMICROSOFT CORP
$34.4M
AMZNAMAZON COM INC
$32.3M
FISVFISERV INC
$29.4M
GOOGALPHABET INC
$27.7M
MINTPIMCO ETF TR
$27.1M
HDHOME DEPOT INC
$26.6M
ADBEADOBE SYSTEMS INCORPORATED
$20.7M
JNJJOHNSON & JOHNSON
$18.2M
TFCTRUIST FINL CORP
$17.8M
IWBISHARES TR
$16.6M
PYPLPAYPAL HLDGS INC
$16.3M
IJRISHARES TR
$16.0M
VIGVANGUARD SPECIALIZED FUNDS
$15.9M
VVISA INC
$15.6M
DISDISNEY WALT CO
$15.3M
MRKMERCK & CO. INC
$15.3M
AWMSKYWORKS SOLUTIONS INC
$14.7M
JPMJPMORGAN CHASE & CO
$14.5M
EFXEQUIFAX INC
$14.5M
MCHIISHARES TR
$14.3M
PEPPEPSICO INC
$14.3M
ISRGINTUITIVE SURGICAL INC
$14.1M
ABTABBOTT LABS
$14.1M
BACBK OF AMERICA CORP
$14.0M
METAFACEBOOK INC
$13.3M
VBVANGUARD INDEX FDS
$13.1M
WMTWALMART INC
$12.4M
TMOTHERMO FISHER SCIENTIFIC INC
$12.2M
VOVANGUARD INDEX FDS
$12.0M
SYKSTRYKER CORPORATION
$11.9M
ICEINTERCONTINENTAL EXCHANGE IN
$11.6M
CPRTCOPART INC
$11.4M
PGPROCTER AND GAMBLE CO
$11.1M
JPSTJ P MORGAN EXCHANGE-TRADED F
$11.1M
RSPINVESCO EXCHANGE TRADED FD T
$11.0M
VCITVANGUARD SCOTTSDALE FDS
$10.9M
TJXTJX COS INC NEW
$10.7M
GOOGLALPHABET INC
$10.3M
BABAALIBABA GROUP HLDG LTD
$10.1M
MCDMCDONALDS CORP
$10.0M
QCOMQUALCOMM INC
$9.8M
IWFISHARES TR
$9.8M
MAMASTERCARD INCORPORATED
$9.3M
MNRUSDMONMOUTH REAL ESTATE INVT CO
$9.1M
EWEDWARDS LIFESCIENCES CORP
$9.0M
CBRLCRACKER BARREL OLD CTRY STOR
$8.6M
CSCOCISCO SYS INC
$8.6M
GSGOLDMAN SACHS GROUP INC
$8.5M
GPCGENUINE PARTS CO
$8.2M
LVLNSPDR SER TR
$8.2M
EEFTEURONET WORLDWIDE INC
$8.0M
NVRNVR INC
$7.9M
MARMARRIOTT INTL INC NEW
$7.8M
BRK/BBERKSHIRE HATHAWAY INC DEL
$7.7M
KSUEURKANSAS CITY SOUTHERN
$7.7M
ABBVABBVIE INC
$7.7M
WDAYWORKDAY INC
$7.5M
XLKSELECT SECTOR SPDR TR
$7.2M
DHRDANAHER CORPORATION
$7.1M
INTUINTUIT
$7.1M
MMM3M CO
$6.6M
IQVIQVIA HLDGS INC
$6.5M
AELUSDAMERICAN EQTY INVT LIFE HLD
$6.4M
NEENEXTERA ENERGY INC
$6.3M
DWDMORGAN STANLEY
$6.2M
MASMASCO CORP
$6.1M
RIORIO TINTO PLC
$6.0M
BABOEING CO
$5.9M
LVSLAS VEGAS SANDS CORP
$5.9M
GSYINVESCO ACTIVELY MANAGED ETF
$5.8M
WYWEYERHAEUSER CO MTN BE
$5.6M
COSTCOSTCO WHSL CORP NEW
$5.6M
CHTRCHARTER COMMUNICATIONS INC N
$5.5M
RSGREPUBLIC SVCS INC
$5.5M
PFEPFIZER INC
$5.3M
NKENIKE INC
$5.2M
SBUXSTARBUCKS CORP
$5.1M
DISCAUSDDISCOVERY INC
$5.0M
UMHUMH PPTYS INC
$5.0M
MKLMARKEL CORP
$4.9M
IJHISHARES TR
$4.9M
CDWCDW CORP
$4.9M
LLYLILLY ELI & CO
$4.9M
ITBISHARES TR
$4.9M
MAAMID-AMER APT CMNTYS INC
$4.7M
INTCINTEL CORP
$4.7M
XOMEXXON MOBIL CORP
$4.6M
CRMSALESFORCE COM INC
$4.5M
IWDISHARES TR
$4.5M
UNHUNITEDHEALTH GROUP INC
$4.5M
IWMISHARES TR
$4.2M
DEODIAGEO PLC
$4.2M
DYHTARGET CORP
$4.0M
DALDELTA AIR LINES INC DEL
$4.0M
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