MONTAG A & ASSOCIATES INC Q4 2023 Filing

Filed February 7, 2024

Portfolio Value

$1.8B

Holdings

905

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (905 positions)

StockValue
EWIISHARES INC
$67K
TYGTORTOISE ENERGY INFRA CORP
$67K
XLBSELECT SECTOR SPDR TR
$66K
TMUST-MOBILE US INC
$65K
EWGISHARES INC
$65K
INFYINFOSYS LTD
$64K
FBINFORTUNE BRANDS INNOVATIONS I
$64K
CMSCMS ENERGY CORP
$64K
XEFRXEATON VANCE SR FLTNG RTE TR
$63K
LADLITHIA MTRS INC
$63K
NCLHNORWEGIAN CRUISE LINE HLDG L
$63K
AKXANSYS INC
$62K
OZKBANK OZK LITTLE ROCK ARK
$62K
BRBROADRIDGE FINL SOLUTIONS IN
$62K
ALBALBEMARLE CORP
$62K
CBRLCRACKER BARREL OLD CTRY STOR
$62K
CEGCONSTELLATION ENERGY CORP
$61K
SMHVANECK ETF TRUST
$61K
EFVISHARES TR
$61K
KIMKIMCO RLTY CORP
$60K
IDV*ISHARES TR
$60K
VRRMVERRA MOBILITY CORP
$60K
TMTOYOTA MOTOR CORP
$60K
BUDANHEUSER BUSCH INBEV SA/NV
$60K
HYGISHARES TR
$59K
ATKRATKORE INC
$58K
VSTVISTRA CORP
$58K
ELFE L F BEAUTY INC
$58K
JGHNUVEEN GLOBAL HIGH INCOME FD
$58K
PNWPINNACLE WEST CAP CORP
$57K
TELTE CONNECTIVITY LTD
$57K
WPCWP CAREY INC
$57K
LYBLYONDELLBASELL INDUSTRIES N
$57K
CCEPCOCA-COLA EUROPACIFIC PARTNE
$57K
VGTVANGUARD WORLD FDS
$57K
PEOEXELON CORP
$57K
RYNRAYONIER INC
$56K
MDYSPDR S&P MIDCAP 400 ETF TR
$56K
SSENTINELONE INC
$56K
AGNCAGNC INVT CORP
$55K
VHTVANGUARD WORLD FDS
$55K
HALHALLIBURTON CO
$55K
GLGLOBE LIFE INC
$55K
GENGEN DIGITAL INC
$55K
MLPAGLOBAL X FDS
$55K
BIIBBIOGEN INC
$54K
PPHVANECK ETF TRUST
$54K
CTRACOTERRA ENERGY INC
$53K
IYCISHARES TR
$53K
SFSTIFEL FINL CORP
$52K
SPTMSPDR SER TR
$52K
EVRGEVERGY INC
$52K
MPLXMPLX LP
$52K
PDTHANCOCK JOHN PREM DIVID FD
$52K
DGSWISDOMTREE TR
$51K
IYY*ISHARES TR
$51K
FFORD MTR CO DEL
$51K
VFCV F CORP
$51K
BENFRANKLIN RESOURCES INC
$51K
EWHISHARES INC
$50K
CMCCOMMERCIAL METALS CO
$50K
EIXEDISON INTL
$50K
OGCPEMPIRE ST RLTY OP L P
$50K
DVNDEVON ENERGY CORP NEW
$50K
NFENEW FORTRESS ENERGY INC
$49K
PLDPROLOGIS INC.
$49K
LSTRLANDSTAR SYS INC
$48K
BANCBANC OF CALIFORNIA INC
$48K
BTTBLACKROCK MUN TARGET TERM TR
$46K
DDDUPONT DE NEMOURS INC
$46K
VAWVANGUARD WORLD FDS
$46K
AMTAMERICAN TOWER CORP NEW
$45K
FLOFLOWERS FOODS INC
$45K
TOTLSSGA ACTIVE ETF TR
$45K
MDGLMADRIGAL PHARMACEUTICALS INC
$45K
HUNHUNTSMAN CORP
$45K
IAKISHARES TR
$44K
DKSDICKS SPORTING GOODS INC
$44K
STLASTELLANTIS N.V
$44K
UHSUNIVERSAL HLTH SVCS INC
$44K
LINLINDE PLC
$44K
SCHHSCHWAB STRATEGIC TR
$44K
IOTSAMSARA INC
$43K
AVTRAVANTOR INC
$43K
AQLTISHARES TR
$43K
CTVACORTEVA INC
$43K
NUVNUVEEN MUN VALUE FD INC
$43K
CMICUMMINS INC
$43K
APAAPA CORPORATION
$41K
PTVEPACTIV EVERGREEN INC
$41K
ALCALCON AG
$41K
CRICARTERS INC
$40K
NVGNUVEEN AMT FREE MUN CR INC F
$39K
IAU*ISHARES GOLD TR
$39K
REEVEREST GROUP LTD
$39K
NVEINUVEI CORPORATION
$39K
TWLOTWILIO INC
$38K
RAMPLIVERAMP HLDGS INC
$38K
BHPBHP GROUP LTD
$38K
DGDOLLAR GEN CORP NEW
$37K
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