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
SCISERVICE CORP INTL
$15K
ENQENTEGRIS INC
$15K
PHINPHINIA INC
$15K
ESSESSEX PPTY TR INC
$15K
JCENUVEEN CORE EQUITY ALPHA FD
$14K
CNPCENTERPOINT ENERGY INC
$14K
TLTISHARES TR
$14K
PNCPNC FINL SVCS GROUP INC
$14K
IEMGISHARES INC
$14K
HTDCORCEPT THERAPEUTICS INC
$14K
1939900DBROOKFIELD INFRASTRUCTURE CO
$14K
MGAMAGNA INTL INC
$14K
EEFTEURONET WORLDWIDE INC
$13K
POSTPOST HLDGS INC
$13K
NADNUVEEN QUALITY MUNCP INCOME
$13K
ARKFARK ETF TR
$13K
COSTCOSTCO WHSL CORP NEW
$13K
NVDANVIDIA CORPORATION
$13K
UBSUBS GROUP AG
$13K
SCHZSCHWAB STRATEGIC TR
$12K
MUFGMITSUBISHI UFJ FINL GROUP IN
$12K
SCHRSCHWAB STRATEGIC TR
$12K
INTUINTUIT
$12K
FNVFRANCO NEV CORP
$12K
DOCUDOCUSIGN INC
$12K
EOSEEOS ENERGY ENTERPRISES INC
$12K
EHABENHABIT INC
$12K
JOEST JOE CO
$12K
FCPTFOUR CORNERS PPTY TR INC
$12K
GTLSCHART INDS INC
$12K
PJXPETROLEO BRASILEIRO SA PETRO
$11K
GFLGFL ENVIRONMENTAL INC
$11K
FIWFIRST TR EXCHANGE-TRADED FD
$11K
BNBROOKFIELD CORP
$11K
AMPLAMPLITUDE INC
$11K
NZFNUVEEN MUNICIPAL CREDIT INC
$11K
ERHALLSPRING UTILITIES AND HIGH
$11K
PHGKONINKLIJKE PHILIPS N V
$10K
OXY/WSOCCIDENTAL PETE CORP
$10K
IZRLARK ETF TR
$10K
PHPARKER-HANNIFIN CORP
$10K
TQQQPROSHARES TR
$10K
PRNTARK ETF TR
$10K
DOCHEALTHPEAK PROPERTIES INC
$10K
JAZZJAZZ PHARMACEUTICALS PLC
$10K
KEYSKEYSIGHT TECHNOLOGIES INC
$9K
ORANYORANGE
$9K
PAASPAN AMERN SILVER CORP
$9K
FVRRFIVERR INTL LTD
$9K
AVGOBROADCOM INC
$9K
URIUNITED RENTALS INC
$9K
BCSBARCLAYS PLC
$9K
DNBDUN & BRADSTREET HLDGS INC
$8K
GTNGRAY TELEVISION INC
$8K
ARKGARK ETF TR
$8K
STWDSTARWOOD PPTY TR INC
$8K
IXJISHARES TR
$8K
NTLAINTELLIA THERAPEUTICS INC
$8K
NATNORDIC AMERICAN TANKERS LIMI
$8K
HMCHONDA MOTOR LTD
$8K
EENI S P A
$8K
KMIKINDER MORGAN INC DEL
$8K
ABEVAMBEV SA
$7K
SNNSMITH & NEPHEW PLC
$7K
AGIALAMOS GOLD INC NEW
$7K
MNSTMONSTER BEVERAGE CORP NEW
$7K
KMI 4.75 03/31/28EL PASO ENERGY CAP TR I
$7K
VODVODAFONE GROUP PLC NEW
$7K
TMOTHERMO FISHER SCIENTIFIC INC
$7K
ICLNISHARES TR
$7K
BEBLOOM ENERGY CORP
$7K
VTRSVIATRIS INC
$7K
CLVTCLARIVATE PLC
$7K
CXCEMEX SAB DE CV
$7K
LITGLOBAL X FDS
$7K
TRMKTRUSTMARK CORP
$7K
CAECAE INC
$7K
RPMRPM INTL INC
$7K
XYLXYLEM INC
$7K
AEPAMERICAN ELEC PWR CO INC
$6K
BNDVANGUARD BD INDEX FDS
$6K
MANHMANHATTAN ASSOCIATES INC
$6K
GRFSGRIFOLS S A
$6K
SHGSHINHAN FINANCIAL GROUP CO L
$6K
JCIJOHNSON CTLS INTL PLC
$6K
NFLXNETFLIX INC
$6K
GDGENERAL DYNAMICS CORP
$6K
BUDANHEUSER BUSCH INBEV SA/NV
$6K
ATOATMOS ENERGY CORP
$6K
AFWALIGN TECHNOLOGY INC
$6K
EIMEATON VANCE MUN BD FD
$6K
BCEBCE INC
$6K
XMUIXBLACKROCK MUNICIPAL INCOME
$5K
SONYSONY GROUP CORP
$5K
WULFTERAWULF INC
$5K
REMXVANECK ETF TRUST
$5K
TDYTELEDYNE TECHNOLOGIES INC
$5K
MKLMARKEL GROUP INC
$5K
PGXINVESCO EXCH TRADED FD TR II
$5K
KIMKIMCO RLTY CORP
$5K
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