MONTAG A & ASSOCIATES INC Q1 2021 Filing

Filed May 14, 2021

Portfolio Value

$1.8T

Holdings

875

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (875 positions)

#StockSharesValue% PortfolioType
1
VCSHVANGUARD SCOTTSDALE FDS
816,058$67.3B3.79%
2
SPYSPDR S&P 500 ETF TR
169,138$67.0B3.77%
3
MDYSPDR S&P MIDCAP 400 ETF TR
123,184$58.6B3.30%
4
IVVISHARES TR
145,564$57.9B3.26%
5
AAPLAPPLE INC
340,812$41.6B2.34%
6
MSFTMICROSOFT CORP
161,250$38.0B2.14%
7
KOCOCA COLA CO
721,147$38.0B2.14%
8
GOOGALPHABET INC
16,000$33.1B1.86%
9
AMZNAMAZON COM INC
10,101$31.3B1.76%
10
FISVFISERV INC
244,065$29.1B1.64%
11
HDHOME DEPOT INC
92,542$28.2B1.59%
12
MINTPIMCO ETF TR
264,226$26.9B1.52%
13
TFCTRUIST FINL CORP
370,318$21.6B1.22%
14
IJRISHARES TR
182,111$19.8B1.11%
15
AWMSKYWORKS SOLUTIONS INC
107,399$19.7B1.11%
16
JNJJOHNSON & JOHNSON
114,953$18.9B1.06%
17
ADBEADOBE SYSTEMS INCORPORATED
39,657$18.9B1.06%
18
BACBK OF AMERICA CORP
461,674$17.9B1.01%
19
JPMJPMORGAN CHASE & CO
113,666$17.3B0.97%
20
PYPLPAYPAL HLDGS INC
71,169$17.3B0.97%
21
IWBISHARES TR
74,544$16.7B0.94%
22
ABTABBOTT LABS
133,864$16.0B0.90%
23
VIGVANGUARD SPECIALIZED FUNDS
107,402$15.8B0.89%
24
VVISA INC
70,422$14.9B0.84%
25
JPSTJ P MORGAN EXCHANGE-TRADED F
291,009$14.8B0.83%
26
MCHIISHARES TR
178,708$14.6B0.82%
27
DISDISNEY WALT CO
78,692$14.5B0.82%
28
VBVANGUARD INDEX FDS
65,073$13.9B0.78%
29
PEPPEPSICO INC
96,177$13.6B0.77%
30
MRKMERCK & CO. INC
176,087$13.6B0.76%
31
METAFACEBOOK INC
46,034$13.6B0.76%
32
EFXEQUIFAX INC
72,810$13.2B0.74%
33
GOOGLALPHABET INC
6,308$13.0B0.73%
34
VOVANGUARD INDEX FDS
57,833$12.8B0.72%
35
SYKSTRYKER CORPORATION
48,228$11.7B0.66%
36
WMTWALMART INC
86,046$11.7B0.66%
37
GSGOLDMAN SACHS GROUP INC
35,398$11.6B0.65%
38
RSPINVESCO EXCHANGE TRADED FD T
80,312$11.4B0.64%
39
LVLNSPDR SER TR
163,454$10.8B0.61%
40
PGPROCTER AND GAMBLE CO
79,934$10.8B0.61%
41
NVRNVR INC
2,187$10.3B0.58%
42
ICEINTERCONTINENTAL EXCHANGE IN
90,092$10.1B0.57%
43
CBRLCRACKER BARREL OLD CTRY STOR
58,104$10.0B0.57%
44
IWFISHARES TR
39,206$9.5B0.54%
45
CSCOCISCO SYS INC
182,474$9.4B0.53%
46
ITBISHARES TR
138,575$9.4B0.53%
47
TMOTHERMO FISHER SCIENTIFIC INC
20,451$9.3B0.53%
48
MNRUSDMONMOUTH REAL ESTATE INVT CO
526,232$9.3B0.52%
49
TJXTJX COS INC NEW
140,292$9.3B0.52%
50
ISRGINTUITIVE SURGICAL INC
12,526$9.3B0.52%
51
OSKOSHKOSH CORP
77,639$9.2B0.52%
52
CDWCDW CORP
54,834$9.1B0.51%
53
AMATAPPLIED MATLS INC
67,864$9.1B0.51%
54
GPCGENUINE PARTS CO
78,124$9.0B0.51%
55
KSUEURKANSAS CITY SOUTHERN
33,937$9.0B0.50%
56
MCDMCDONALDS CORP
39,414$8.8B0.50%
57
DWDMORGAN STANLEY
112,573$8.7B0.49%
58
MARMARRIOTT INTL INC NEW
57,441$8.5B0.48%
59
CPRTCOPART INC
77,842$8.5B0.48%
60
BRK/BBERKSHIRE HATHAWAY INC DEL
32,594$8.3B0.47%
61
VWOVANGUARD INTL EQUITY INDEX F
157,903$8.2B0.46%
62
EWEDWARDS LIFESCIENCES CORP
95,144$8.0B0.45%
63
PHPARKER-HANNIFIN CORP
25,020$7.9B0.44%
64
MLMMARTIN MARIETTA MATLS INC
22,604$7.6B0.43%
65
STZCONSTELLATION BRANDS INC
33,126$7.6B0.43%
66
ABBVABBVIE INC
69,751$7.5B0.43%
67
WDAYWORKDAY INC
30,097$7.5B0.42%
68
QCOMQUALCOMM INC
55,670$7.4B0.42%
69
AELUSDAMERICAN EQTY INVT LIFE HLD
232,875$7.3B0.41%
70
IWDISHARES TR
47,647$7.2B0.41%
71
INTUINTUIT
18,789$7.2B0.41%
72
MMM3M CO
36,126$7.0B0.39%
73
BABOEING CO
27,088$6.9B0.39%
74
DHRDANAHER CORPORATION
29,994$6.8B0.38%
75
IWMISHARES TR
30,484$6.7B0.38%
76
IQVIQVIA HLDGS INC
34,626$6.7B0.38%
77
XLKSELECT SECTOR SPDR TR
50,017$6.6B0.37%
78
EEFTEURONET WORLDWIDE INC
47,680$6.6B0.37%
79
MAMASTERCARD INCORPORATED
18,490$6.6B0.37%
80
WFCWELLS FARGO CO NEW
167,916$6.6B0.37%
81
NEENEXTERA ENERGY INC
86,598$6.5B0.37%
82
BABAALIBABA GROUP HLDG LTD
28,845$6.5B0.37%
83
UMHUMH PPTYS INC
333,861$6.4B0.36%
84
RIORIO TINTO PLC
80,089$6.2B0.35%
85
XOMEXXON MOBIL CORP
109,039$6.1B0.34%
86
IJHISHARES TR
23,339$6.1B0.34%
87
WYWEYERHAEUSER CO MTN BE
162,841$5.8B0.33%
88
PHMPULTE GROUP INC
110,098$5.8B0.33%
89
LENLENNAR CORP
56,781$5.7B0.32%
90
INTCINTEL CORP
84,641$5.4B0.31%
91
LLYLILLY ELI & CO
28,990$5.4B0.30%
92
MAAMID-AMER APT CMNTYS INC
37,039$5.3B0.30%
93
GSYINVESCO ACTIVELY MANAGED ETF
105,072$5.3B0.30%
94
ADIANALOG DEVICES INC
33,580$5.2B0.29%
95
KMXCARMAX INC
39,185$5.2B0.29%
96
AMEAMETEK INC
40,616$5.2B0.29%
97
CHTRCHARTER COMMUNICATIONS INC N
8,370$5.2B0.29%
98
SBUXSTARBUCKS CORP
45,963$5.0B0.28%
99
COSTCOSTCO WHSL CORP NEW
14,213$5.0B0.28%
100
MKLMARKEL CORP
4,379$5.0B0.28%
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