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
STESTERIS PLC
$247K
SRESEMPRA
$239K
NUENUCOR CORP
$238K
FTNTFORTINET INC
$238K
IRINGERSOLL RAND INC
$238K
JPXAEROVIRONMENT INC
$232K
OKEONEOK INC NEW
$230K
ALLEALLEGION PLC
$228K
JJACOBS SOLUTIONS INC
$227K
INTCINTEL CORP
$225K
BSXBOSTON SCIENTIFIC CORP
$223K
GILDGILEAD SCIENCES INC
$222K
FEFIRSTENERGY CORP
$215K
VTEBVANGUARD MUN BD FDS
$211K
CWCURTISS WRIGHT CORP
$210K
UBERUBER TECHNOLOGIES INC
$210K
FLRNSPDR SER TR
$209K
CITHE CIGNA GROUP
$208K
ACWXISHARES TR
$207K
ETENERGY TRANSFER L P
$206K
QLYSQUALYS INC
$203K
RIVNRIVIAN AUTOMOTIVE INC
$202K
NOWSERVICENOW INC
$201K
EZMWISDOMTREE TR
$201K
EDCONSOLIDATED EDISON INC
$198K
IPGINTERPUBLIC GROUP COS INC
$196K
VRTXVERTEX PHARMACEUTICALS INC
$195K
VVVANGUARD INDEX FDS
$194K
AWCAMERICAN WTR WKS CO INC NEW
$192K
KLACKLA CORP
$188K
VRSNVERISIGN INC
$186K
SCCOSOUTHERN COPPER CORP
$186K
ONCBEIGENE LTD
$185K
SCHMSCHWAB STRATEGIC TR
$184K
VOEVANGUARD INDEX FDS
$183K
CHKPCHECK POINT SOFTWARE TECH LT
$183K
TPZTORTOISE CAPITAL SERIES TRUS
$177K
RHIROBERT HALF INC.
$176K
EOGEOG RES INC
$176K
DRIDARDEN RESTAURANTS INC
$175K
IYTISHARES TR
$175K
IYEISHARES TR
$174K
EPDENTERPRISE PRODS PARTNERS L
$174K
DALDELTA AIR LINES INC DEL
$171K
CMCSACOMCAST CORP NEW
$170K
PPLPPL CORP
$167K
AQLTISHARES TR
$165K
NETCLOUDFLARE INC
$162K
PRUPRUDENTIAL FINL INC
$157K
ALSNALLISON TRANSMISSION HLDGS I
$156K
COLMCOLUMBIA SPORTSWEAR CO
$155K
AMLPALPS ETF TR
$153K
ATRAPTARGROUP INC
$153K
HVTHAVERTY FURNITURE COS INC
$151K
NNNNNN REIT INC
$148K
IYKISHARES TR
$148K
ULUNILEVER PLC
$147K
DELLDELL TECHNOLOGIES INC
$147K
WHRWHIRLPOOL CORP
$145K
DGXQUEST DIAGNOSTICS INC
$143K
IGMISHARES TR
$140K
OREALTY INCOME CORP
$138K
BATRAATLANTA BRAVES HLDGS INC
$136K
VDCVANGUARD WORLD FD
$135K
APOAPOLLO GLOBAL MGMT INC
$132K
SDVYFIRST TR EXCHANGE-TRADED FD
$132K
IYMISHARES TR
$130K
ESEVERSOURCE ENERGY
$129K
FDXFEDEX CORP
$128K
WMWASTE MGMT INC DEL
$128K
VOTVANGUARD INDEX FDS
$126K
SMGSCOTTS MIRACLE-GRO CO
$126K
SPTMSPDR SER TR
$125K
ETRENTERGY CORP NEW
$121K
VMBSVANGUARD SCOTTSDALE FDS
$121K
SPGSIMON PPTY GROUP INC NEW
$121K
IHIISHARES TR
$121K
RBLXROBLOX CORP
$120K
BROBROWN & BROWN INC
$120K
LUVSOUTHWEST AIRLS CO
$120K
LDOSLEIDOS HOLDINGS INC
$119K
SOLVSOLVENTUM CORP
$114K
HSICHENRY SCHEIN INC
$114K
YUMCYUM CHINA HLDGS INC
$113K
CAVACAVA GROUP INC
$113K
EGPEASTGROUP PPTYS INC
$112K
ETHEGRAYSCALE ETHEREUM TRUST ETF
$112K
TSNTYSON FOODS INC
$111K
SAPSAP SE
$109K
PGRPROGRESSIVE CORP
$109K
IOTSAMSARA INC
$108K
TRGPTARGA RES CORP
$107K
TWTRADEWEB MKTS INC
$103K
CMECME GROUP INC
$102K
VICIVICI PPTYS INC
$102K
GEHCGE HEALTHCARE TECHNOLOGIES I
$102K
PFXFVANECK ETF TRUST
$101K
ESBAEMPIRE ST RLTY OP L P
$100K
VRSKVERISK ANALYTICS INC
$100K
ETVEATON VANCE TAX-MANAGED BUY-
$99K
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