MONTAG A & ASSOCIATES INC Q4 2024 Filing

Filed January 30, 2025

Portfolio Value

$2.1B

Holdings

993

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (993 positions)

StockValue
CLCOLGATE PALMOLIVE CO
$1.6M
SUBISHARES TR
$1.6M
TXTTEXTRON INC
$1.6M
AQLTISHARES TR
$1.5M
JLLJONES LANG LASALLE INC
$1.5M
GSYINVESCO ACTIVELY MANAGED EXC
$1.5M
TXNTEXAS INSTRS INC
$1.5M
SNPSSYNOPSYS INC
$1.5M
AFLAFLAC INC
$1.5M
ADPAUTOMATIC DATA PROCESSING IN
$1.5M
IVOGVANGUARD ADMIRAL FDS INC
$1.5M
IEXIDEX CORP
$1.4M
UPSUNITED PARCEL SERVICE INC
$1.4M
VEAVANGUARD TAX-MANAGED FDS
$1.4M
T7DTRANSDIGM GROUP INC
$1.4M
KMXCARMAX INC
$1.3M
STTSTATE STR CORP
$1.3M
TAT&T INC
$1.3M
FANGDIAMONDBACK ENERGY INC
$1.3M
LRCXLAM RESEARCH CORP
$1.3M
AIGAMERICAN INTL GROUP INC
$1.3M
BDXBECTON DICKINSON & CO
$1.3M
NXPINXP SEMICONDUCTORS N V
$1.3M
MPCMARATHON PETE CORP
$1.3M
NOCNORTHROP GRUMMAN CORP
$1.3M
PG4PRINCIPAL FINANCIAL GROUP IN
$1.3M
VCRVANGUARD WORLD FD
$1.3M
APDAIR PRODS & CHEMS INC
$1.2M
SPOTSPOTIFY TECHNOLOGY S A
$1.2M
SITESITEONE LANDSCAPE SUPPLY INC
$1.2M
DYHTARGET CORP
$1.2M
CBCHUBB LIMITED
$1.2M
XLESELECT SECTOR SPDR TR
$1.1M
DOVDOVER CORP
$1.1M
PFFISHARES TR
$1.1M
MTDMETTLER TOLEDO INTERNATIONAL
$1.1M
DFASDIMENSIONAL ETF TRUST
$1.1M
GBTCGRAYSCALE BITCOIN TRUST ETF
$1.1M
CRCRANE COMPANY
$1.1M
HLTHILTON WORLDWIDE HLDGS INC
$1.1M
DFACDIMENSIONAL ETF TRUST
$1.0M
IRMIRON MTN INC DEL
$1.0M
MSCIMSCI INC
$1.0M
SBUXSTARBUCKS CORP
$995K
VBRVANGUARD INDEX FDS
$984K
TSLATESLA INC
$936K
WDAYWORKDAY INC
$936K
BLDTOPBUILD CORP
$934K
IYWISHARES TR
$931K
MMM3M CO
$925K
IVWISHARES TR
$919K
LHXL3HARRIS TECHNOLOGIES INC
$917K
OMCOMNICOM GROUP INC
$912K
XLISELECT SECTOR SPDR TR
$897K
CARRCARRIER GLOBAL CORPORATION
$894K
METMETLIFE INC
$879K
AMGNAMGEN INC
$870K
RLRALPH LAUREN CORP
$867K
NFGNATIONAL FUEL GAS CO
$867K
EMNEASTMAN CHEM CO
$842K
BEPCBROOKFIELD RENEWABLE CORP
$840K
ASMLASML HOLDING N V
$837K
LLOEWS CORP
$816K
NVONOVO-NORDISK A S
$809K
GEGE AEROSPACE
$802K
MPWRMONOLITHIC PWR SYS INC
$799K
WECWEC ENERGY GROUP INC
$791K
WSTWEST PHARMACEUTICAL SVSC INC
$786K
DONWISDOMTREE TR
$778K
FHLCFIDELITY COVINGTON TRUST
$776K
FIDUFIDELITY COVINGTON TRUST
$775K
BSVVANGUARD BD INDEX FDS
$771K
USBUS BANCORP DEL
$771K
HIIHUNTINGTON INGALLS INDS INC
$768K
BLKBLACKROCK INC
$761K
CRMSALESFORCE INC
$752K
SLRCSLR INVESTMENT CORP
$738K
NVSNNOVARTIS AG
$737K
INDAISHARES TR
$737K
RFREGIONS FINANCIAL CORP NEW
$725K
MFCMANULIFE FINL CORP
$724K
XMESPDR SER TR
$724K
ZTSZOETIS INC
$715K
ADSKAUTODESK INC
$702K
XLFISELECT SECTOR SPDR TR
$688K
PANWPALO ALTO NETWORKS INC
$687K
KMBKIMBERLY-CLARK CORP
$675K
SHWSHERWIN WILLIAMS CO
$675K
IWYISHARES TR
$672K
HUBBHUBBELL INC
$671K
JEPIJ P MORGAN EXCHANGE TRADED F
$662K
AWMSKYWORKS SOLUTIONS INC
$660K
SYYSYSCO CORP
$657K
YUMYUM BRANDS INC
$656K
MLB1MERCADOLIBRE INC
$655K
AJGGALLAGHER ARTHUR J & CO
$653K
IOOISHARES TR
$630K
COFCAPITAL ONE FINL CORP
$626K
FCXFREEPORT-MCMORAN INC
$624K
PAYXPAYCHEX INC
$613K
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