MONTAG A & ASSOCIATES INC Q1 2024 Filing

Filed May 7, 2024

Portfolio Value

$2.0B

Holdings

967

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (967 positions)

StockValue
ALSALLSTATE CORP
$88K
AMTAMERICAN TOWER CORP NEW
$87K
TDOCTELADOC HEALTH INC
$87K
ONON SEMICONDUCTOR CORP
$86K
BROBROWN & BROWN INC
$86K
WMBWILLIAMS COS INC
$86K
LENLENNAR CORP
$85K
VRSKVERISK ANALYTICS INC
$85K
PFFAETFIS SER TR I
$85K
IEVISHARES TR
$84K
ETRENTERGY CORP NEW
$83K
MDC1USDM D C HLDGS INC
$83K
BBYBEST BUY INC
$83K
TRVCCITIGROUP INC
$82K
A4SAMERIPRISE FINL INC
$82K
IWCISHARES TR
$81K
CNXCCONCENTRIX CORP
$81K
KNGFIRST TR EXCHANGE-TRADED FD
$81K
7HPHP INC
$80K
SPTMSPDR SER TR
$80K
PSAPUBLIC STORAGE
$80K
SMHVANECK ETF TRUST
$79K
PWRQUANTA SVCS INC
$79K
ACMAECOM
$78K
CCOCAMECO CORP
$78K
EQREQUITY RESIDENTIAL
$77K
DC4DEXCOM INC
$77K
VSSVANGUARD INTL EQUITY INDEX F
$77K
AOAISHARES TR
$76K
SCHBSCHWAB STRATEGIC TR
$76K
VRRMVERRA MOBILITY CORP
$76K
RPGINVESCO EXCHANGE TRADED FD T
$76K
TMTOYOTA MOTOR CORP
$76K
EWIISHARES INC
$75K
TYGTORTOISE ENERGY INFRA CORP
$72K
PEGPUBLIC SVC ENTERPRISE GRP IN
$71K
CAVACAVA GROUP INC
$70K
EMBJEMBRAER S.A.
$70K
ATKRATKORE INC
$69K
EWGISHARES INC
$69K
CBANCOLONY BANKCORP INC
$68K
DKSDICKS SPORTING GOODS INC
$68K
TMUST-MOBILE US INC
$67K
BWABORGWARNER INC
$66K
XEFRXEATON VANCE SR FLTNG RTE TR
$64K
EFVISHARES TR
$63K
OXYOCCIDENTAL PETE CORP
$63K
NCLHNORWEGIAN CRUISE LINE HLDG L
$63K
BRBROADRIDGE FINL SOLUTIONS IN
$62K
LYBLYONDELLBASELL INDUSTRIES N
$61K
VGTVANGUARD WORLD FD
$61K
INFYINFOSYS LTD
$61K
HALHALLIBURTON CO
$60K
PPHVANECK ETF TRUST
$60K
VHTVANGUARD WORLD FD
$60K
PNWPINNACLE WEST CAP CORP
$60K
AKXANSYS INC
$60K
MLPAGLOBAL X FDS
$60K
CCEPCOCA-COLA EUROPACIFIC PARTNE
$60K
TELTE CONNECTIVITY LTD
$59K
PEOEXELON CORP
$59K
MPLXMPLX LP
$59K
CMCCOMMERCIAL METALS CO
$59K
ROKUROKU INC
$59K
SPSCSPS COMM INC
$59K
CTRACOTERRA ENERGY INC
$58K
PDTHANCOCK JOHN PREM DIVID FD
$57K
IDV*ISHARES TR
$57K
IYCISHARES TR
$57K
OZKBANK OZK LITTLE ROCK ARK
$57K
ALBALBEMARLE CORP
$56K
AGNCAGNC INVT CORP
$56K
IYY*ISHARES TR
$56K
RYNRAYONIER INC
$56K
NLYANNALY CAPITAL MANAGEMENT IN
$55K
FFORD MTR CO DEL
$55K
DVNDEVON ENERGY CORP NEW
$55K
DKNGDRAFTKINGS INC NEW
$55K
BANCBANC OF CALIFORNIA INC
$55K
OGCPEMPIRE ST RLTY OP L P
$54K
GENGEN DIGITAL INC
$54K
STLASTELLANTIS N.V
$53K
EVRGEVERGY INC
$53K
SNOWSNOWFLAKE INC
$53K
LADLITHIA MTRS INC
$53K
FBINFORTUNE BRANDS INNOVATIONS I
$52K
GLGLOBE LIFE INC
$52K
IAKISHARES TR
$52K
DCIDONALDSON INC
$52K
DGSWISDOMTREE TR
$52K
UHSUNIVERSAL HLTH SVCS INC
$52K
CTVACORTEVA INC
$52K
MDGLMADRIGAL PHARMACEUTICALS INC
$52K
APHAMPHENOL CORP NEW
$50K
LSTRLANDSTAR SYS INC
$49K
EIXEDISON INTL
$49K
SCHASCHWAB STRATEGIC TR
$49K
VAWVANGUARD WORLD FD
$49K
TWOTWO HBRS INVT CORP
$49K
AVTRAVANTOR INC
$49K
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