MONTAG A & ASSOCIATES INC Q4 2023 Filing

Filed February 7, 2024

Portfolio Value

$1793.2T

Holdings

905

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (905 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
178,663$85.3T4.75%
2
IVVISHARES TR
173,824$83.0T4.63%
3
AAPLAPPLE INC
312,548$60.2T3.36%
4
MSFTMICROSOFT CORP
149,409$56.2T3.13%
5
MDYSPDR S&P MIDCAP 400 ETF TR
110,108$56.1T3.13%
6
GOOGALPHABET INC
269,601$38.0T2.12%
7
JPSTJ P MORGAN EXCHANGE TRADED F
701,191$35.4T1.97%
8
KOCOCA COLA CO
523,654$30.9T1.72%
9
RSPINVESCO EXCHANGE TRADED FD T
181,374$28.6T1.60%
10
IWBISHARES TR
104,698$27.5T1.53%
11
HDHOME DEPOT INC
77,222$26.8T1.49%
12
AMZNAMAZON COM INC
175,221$26.6T1.48%
13
VBVANGUARD INDEX FDS
109,681$23.4T1.30%
14
IJRISHARES TR
211,059$22.8T1.27%
15
ADBEADOBE INC
37,102$22.1T1.23%
16
VCSHVANGUARD SCOTTSDALE FDS
272,328$21.1T1.17%
17
VVISA INC
78,180$20.4T1.14%
18
VIGVANGUARD SPECIALIZED FUNDS
111,904$19.1T1.06%
19
MRKMERCK & CO INC
169,438$18.6T1.04%
20
FISVFISERV INC
139,311$18.5T1.03%
21
GOOGLALPHABET INC
131,527$18.4T1.02%
22
JNJJOHNSON & JOHNSON
114,684$18.0T1.00%
23
VGSHVANGUARD SCOTTSDALE FDS
305,290$17.8T0.99%
24
TDWTIDEWATER INC NEW
243,336$17.5T0.98%
25
LLYELI LILLY & CO
29,011$16.9T0.94%
26
BACBANK AMERICA CORP
494,105$16.6T0.93%
27
PEPPEPSICO INC
91,370$15.6T0.87%
28
JPMJPMORGAN CHASE & CO
86,933$14.8T0.82%
29
ABTABBOTT LABS
130,403$14.4T0.80%
30
VOVANGUARD INDEX FDS
61,540$14.3T0.80%
31
EFXEQUIFAX INC
55,202$13.7T0.76%
32
WMTWALMART INC
85,240$13.5T0.75%
33
IWFISHARES TR
43,886$13.3T0.74%
34
IJHISHARES TR
45,868$12.7T0.71%
35
VOOVANGUARD INDEX FDS
28,034$12.2T0.68%
36
BABOEING CO
46,790$12.2T0.68%
37
INTUINTUIT
19,471$12.2T0.68%
38
MINTPIMCO ETF TR
119,001$11.9T0.67%
39
CPRTCOPART INC
239,457$11.7T0.65%
40
PGPROCTER AND GAMBLE CO
76,282$11.2T0.62%
41
COSTCOSTCO WHSL CORP NEW
16,541$11.2T0.62%
42
MARMARRIOTT INTL INC NEW
49,357$11.1T0.62%
43
XLKSELECT SECTOR SPDR TR
57,770$11.1T0.62%
44
SCHWSCHWAB CHARLES CORP
160,115$11.0T0.61%
45
IWDISHARES TR
65,140$10.8T0.60%
46
MAMASTERCARD INCORPORATED
24,752$10.6T0.59%
47
ABBVABBVIE INC
67,711$10.5T0.59%
48
TJXTJX COS INC NEW
111,516$10.5T0.58%
49
XOMEXXON MOBIL CORP
97,606$9.8T0.54%
50
BRK/BBERKSHIRE HATHAWAY INC DEL
26,278$9.4T0.52%
51
GSGOLDMAN SACHS GROUP INC
24,271$9.4T0.52%
52
PHPARKER-HANNIFIN CORP
19,743$9.1T0.51%
53
SOXXISHARES TR
15,197$8.8T0.49%
54
ADIANALOG DEVICES INC
44,053$8.7T0.49%
55
GPCGENUINE PARTS CO
60,496$8.4T0.47%
56
AMEAMETEK INC
48,167$7.9T0.44%
57
MCDMCDONALDS CORP
26,500$7.9T0.44%
58
VDEVANGUARD WORLD FDS
65,184$7.6T0.43%
59
URIUNITED RENTALS INC
13,185$7.6T0.42%
60
LVLNSPDR SER TR
141,124$7.4T0.41%
61
TMOTHERMO FISHER SCIENTIFIC INC
13,619$7.2T0.40%
62
DWDMORGAN STANLEY
77,350$7.2T0.40%
63
CVXCHEVRON CORP NEW
48,125$7.2T0.40%
64
AVGOBROADCOM INC
6,389$7.1T0.40%
65
ICEINTERCONTINENTAL EXCHANGE IN
54,059$6.9T0.39%
66
SYKSTRYKER CORPORATION
22,872$6.9T0.38%
67
CSCOCISCO SYS INC
135,808$6.9T0.38%
68
UNPUNION PAC CORP
27,916$6.9T0.38%
69
CDWCDW CORP
29,309$6.7T0.37%
70
AMATAPPLIED MATLS INC
40,780$6.6T0.37%
71
ISRGINTUITIVE SURGICAL INC
19,491$6.6T0.37%
72
NVDANVIDIA CORPORATION
12,815$6.3T0.35%
73
IWMISHARES TR
31,342$6.3T0.35%
74
TFCTRUIST FINL CORP
166,329$6.1T0.34%
75
BRK-BBERKSHIRE HATHAWAY INC DEL
11$6.0T0.33%
76
UNHUNITEDHEALTH GROUP INC
11,085$5.8T0.33%
77
IQVIQVIA HLDGS INC
24,976$5.8T0.32%
78
VMCVULCAN MATLS CO
24,594$5.6T0.31%
79
DHRDANAHER CORPORATION
23,308$5.4T0.30%
80
ABGCENCORA INC
25,451$5.2T0.29%
81
DYHTARGET CORP
35,979$5.1T0.29%
82
MKLMARKEL GROUP INC
3,592$5.1T0.28%
83
RIORIO TINTO PLC
66,023$4.9T0.27%
84
MAAMID-AMER APT CMNTYS INC
36,329$4.9T0.27%
85
NKENIKE INC
43,897$4.8T0.27%
86
DONSPDR DOW JONES INDL AVERAGE
12,200$4.6T0.26%
87
AMDADVANCED MICRO DEVICES INC
31,158$4.6T0.26%
88
BCCCGLOBAL X FDS
129,071$4.5T0.25%
89
SOSOUTHERN CO
62,328$4.4T0.24%
90
VTVVANGUARD INDEX FDS
29,109$4.4T0.24%
91
UMHUMH PPTYS INC
279,415$4.3T0.24%
92
WRBBERKLEY W R CORP
59,642$4.2T0.24%
93
CITCINTAS CORP
6,992$4.2T0.23%
94
VCITVANGUARD SCOTTSDALE FDS
50,529$4.1T0.23%
95
MRVLMARVELL TECHNOLOGY INC
67,776$4.1T0.23%
96
DISDISNEY WALT CO
44,550$4.0T0.23%
97
BSCOINVESCO EXCH TRD SLF IDX FD
191,265$4.0T0.22%
98
EWEDWARDS LIFESCIENCES CORP
51,953$4.0T0.22%
99
NEENEXTERA ENERGY INC
65,053$4.0T0.22%
100
EYENATIONAL VISION HLDGS INC
185,000$3.9T0.22%
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