MONTAG A & ASSOCIATES INC Q1 2020 Filing

Filed May 6, 2020

Portfolio Value

$1.0T

Holdings

286

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (286 positions)

StockValue
SPYSPDR S&P 500 ETF TR TR UNIT
$50.9B
IVVISHARES TR CORE S&P500 ETF
$41.5B
MDYSPDR S&P MIDCAP 400 ETF TR UTS
$34.2B
FISVFISERV INC
$28.0B
MSFTMICROSOFT CORP COM
$26.3B
AAPLAPPLE INC COM
$22.4B
AMZNAMAZON COM INC
$20.6B
KOCOCA COLA CO COM
$20.0B
GOOGALPHABET INC CAP STK CL C
$19.0B
HDHOME DEPOT INC
$18.7B
ADBEADOBE SYS INC COM
$15.0B
JNJJOHNSON & JOHNSON
$14.8B
MRKMERCK & CO INC COM
$14.2B
VVISA INC - CLASS A
$13.9B
PEPPEPSICO INC COM
$13.3B
IWBISHARES RUSSELL 1000 INDEX
$12.3B
CSCOCISCO SYS INC COM
$12.3B
ABTABBOTT LABS
$11.4B
VIGVANGUARD DIVIDEND APPRECIATION
$11.3B
BABAALIBABA GROUP HOLDING
$10.9B
TMOTHERMO FISCHER SCIENTIFIC
$10.7B
MCDMCDONALDS CORP COM
$10.3B
TFCTRUIST FINANCIAL CORPORATION
$10.3B
WMTWAL-MART STORES INC COM
$10.0B
JPMJPMORGAN CHASE & CO COM
$10.0B
PYPLPAYPAL HOLDINGS INC
$9.6B
PGPROCTER & GAMBLE CO
$9.4B
EFXEQUIFAX INC
$9.2B
INTCINTEL CORP
$9.1B
METAFACEBOOK INC-A
$9.0B
BRK/BBERKSHIRE HATHAWAY INC CL B
$8.5B
SYKSTRYKER CORP
$8.3B
VOVANGUARD MID CAP ETF
$8.1B
IWFISHARES RUSSELL 1000 GROWTH
$7.9B
MCHIISHARES MSCI CHINA ETF
$7.7B
MAMASTERCARD INCORPORATED CL A
$7.7B
INTUINTUIT INC
$7.4B
TJXTJX COS INC NEW
$7.3B
MNRUSDMONMOUTH REAL ESTATE INVESTMEN
$7.2B
AWMSKYWORKS SOLUTIONS INC
$7.0B
ISRGINTUITIVE SURGICAL, INC.
$6.9B
GOOGLALPHABET INC CAP STK CL A
$6.8B
CHTRCHARTER COMMUNICATIONS INC NEW
$6.8B
CPRTCOPART INC
$6.7B
RSPINVESCO S&P 500 EQUAL WEIGHT E
$6.6B
NSRGYNESTLE S A - ADR REG SHS
$6.3B
BABOEING CO COM
$6.0B
ATVIEURACTIVISION INC NEW COM NEW
$5.9B
EWEDWARDS LIFESCIENCES
$5.7B
NEENEXTERA ENERGY INC COM
$5.6B
IQVIQVIA HOLDINGS INC
$5.3B
DHRDANAHER CORP DEL
$5.2B
GSGOLDMAN SACHS GROUP
$5.2B
AKAMAKAMAI TECHNOLOGIES, INC.
$5.2B
MKLMARKEL CORP
$5.1B
MMM3M CO
$5.0B
XLKAMEX TECHNOLOGY SECTOR SPDR
$5.0B
GPCGENUINE PARTS CO
$5.0B
DISWALT DISNEY CO
$4.9B
ABBVABBVIE INC.
$4.9B
UMHUMH PROPERTIES INC
$4.7B
PFEPFIZER INC COM
$4.7B
AXPAMERICAN EXPRESS CO
$4.6B
MARMARRIOTT INTL INC NEW CL A
$4.5B
ADIANALOG DEVICES INC
$4.3B
NKENIKE INC CL B
$4.3B
AMEAMETEK INC NEW
$4.2B
CVXCHEVRON TEXACO CORP
$4.1B
XOMEXXON MOBIL CORP COM
$4.1B
LLYLILLY ELI & CO
$4.1B
ICEINTERCONTINENTAL EXCHANGE, INC
$4.0B
BACVERIZON COMMUNICATIONS
$4.0B
BACBANK AMER CORP COM
$3.9B
COSTCOSTCO WHOLESALE CORP
$3.9B
RIORIO TINTO PLC SPONSORED ADR
$3.9B
KSUEURKANSAS CITY SOUTHN IND NEW
$3.7B
VNQVANGUARD INDEX FDS REIT ETF
$3.7B
BDXBECTON DICKINSON & CO
$3.6B
LMTLOCKHEED MARTIN CORP
$3.6B
SBUXSTARBUCKS CORP
$3.5B
DEODIAGEO PLC-SPONSORED ADR NEW
$3.5B
CRMSALESFORCE.COM INC
$3.5B
KMXCARMAX INC COM
$3.3B
HONHONEYWELL INTL INC
$3.3B
VMWEURVMWARE, INC. CL A
$3.2B
IBMINTERNATIONAL BUSINESS MACHS C
$3.2B
FEFIRSTENERGY CORP COM
$3.1B
UNHUNITEDHEALTH GROUP INC COM
$3.1B
WRBWR BERKLEY CORP
$3.0B
MDTMEDTRONIC PLC
$2.9B
IJHISHARES TRUST S&P MIDCAP 400
$2.9B
DUKDUKE ENERGY CORP
$2.8B
CBRECBRE GROUP INC CL A
$2.8B
VMCVULCAN MATLS CO
$2.8B
DYHTARGET CORP COM
$2.8B
IVWISHARES TR S&P500 GRW
$2.8B
DONSPDR DJIA TRUST
$2.7B
CDWCDW CORPORATION
$2.6B
ELTHE ESTEE LAUDER COMPANIES, IN
$2.6B
WTWWILLIS TOWERS WATSON PUBLIC LI
$2.6B
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