MONTAG A & ASSOCIATES INC Q1 2025 Filing

Filed May 5, 2025

Portfolio Value

$2.0B

Holdings

994

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (994 positions)

StockValue
NEMNEWMONT CORP
$25K
NVGNUVEEN AMT FREE MUN CR INC F
$24K
XNEAXNUVEEN AMT FREE QLTY MUN INC
$24K
WPCWP CAREY INC
$24K
FRTFEDERAL RLTY INVT TR NEW
$23K
WCNWASTE CONNECTIONS INC
$23K
FASTFASTENAL CO
$22K
IWSISHARES TR
$22K
IONQIONQ INC
$22K
CRICARTERS INC
$22K
ITGARTNER INC
$21K
CNPCENTERPOINT ENERGY INC
$21K
MUBISHARES TR
$21K
CLFCLEVELAND-CLIFFS INC NEW
$21K
SNYSANOFI
$21K
CUBECUBESMART
$20K
DKNGDRAFTKINGS INC NEW
$20K
XLBSELECT SECTOR SPDR TR
$20K
BLWBLACKROCK LTD DURATION INCOM
$20K
AIC3 AI INC
$20K
ARKQARK ETF TR
$20K
BWXSPDR SER TR
$20K
CXHMFS INVT GRADE MUN TR
$20K
EWDISHARES INC
$19K
KIESPDR SER TR
$19K
VVVVALVOLINE INC
$19K
TAKTAKEDA PHARMACEUTICAL CO LTD
$18K
MHKMOHAWK INDS INC
$18K
PCTYPAYLOCITY HLDG CORP
$18K
ARKTARK ETF TR
$18K
ABNBAIRBNB INC
$17K
KHCKRAFT HEINZ CO
$16K
LDPCOHEN & STEERS LTD DURATION
$16K
LAMRLAMAR ADVERTISING CO NEW
$16K
RIGTRANSOCEAN LTD
$16K
DEMWISDOMTREE TR
$16K
FNVFRANCO NEV CORP
$16K
GFLGFL ENVIRONMENTAL INC
$16K
WMSADVANCED DRAIN SYS INC DEL
$16K
SRPTSAREPTA THERAPEUTICS INC
$16K
AVBAVALONBAY CMNTYS INC
$16K
PAASPAN AMERN SILVER CORP
$15K
MDXGMIMEDX GROUP INC
$15K
TTENTOTALENERGIES SE
$15K
DOCUDOCUSIGN INC
$15K
PNCPNC FINL SVCS GROUP INC
$15K
FISFIDELITY NATL INFORMATION SV
$15K
8CWCROWN CASTLE INC
$15K
POSTPOST HLDGS INC
$14K
ARKFARK ETF TR
$14K
IEMGISHARES INC
$14K
MGKVANGUARD WORLD FD
$14K
PJXPETROLEO BRASILEIRO SA PETRO
$14K
TQQQPROSHARES TR
$14K
BIPCBROOKFIELD INFRASTRUCTURE CO
$14K
FCPTFOUR CORNERS PPTY TR INC
$14K
TTDTHE TRADE DESK INC
$13K
FBINFORTUNE BRANDS INNOVATIONS I
$13K
SSENTINELONE INC
$13K
NADNUVEEN QUALITY MUNCP INCOME
$13K
AGIALAMOS GOLD INC NEW
$13K
SCHZSCHWAB STRATEGIC TR
$13K
SCHRSCHWAB STRATEGIC TR
$13K
TROWPRICE T ROWE GROUP INC
$13K
EEFTEURONET WORLDWIDE INC
$13K
SNOWSNOWFLAKE INC
$13K
MDBMONGODB INC
$12K
ABEVAMBEV SA
$12K
COINCOINBASE GLOBAL INC
$12K
WIPSPDR SER TR
$12K
BEBLOOM ENERGY CORP
$12K
PSCFINVESCO EXCH TRADED FD TR II
$12K
ASHASHLAND INC
$12K
AEPAMERICAN ELEC PWR CO INC
$12K
STMSTMICROELECTRONICS N V
$11K
ODFLOLD DOMINION FREIGHT LINE IN
$11K
UBSUBS GROUP AG
$11K
SNNSMITH & NEPHEW PLC
$11K
FIWFIRST TR EXCHANGE-TRADED FD
$11K
NZFNUVEEN MUNICIPAL CREDIT INC
$11K
DOCHEALTHPEAK PROPERTIES INC
$10K
BAHBOOZ ALLEN HAMILTON HLDG COR
$10K
AESAES CORP
$10K
MUFGMITSUBISHI UFJ FINL GROUP IN
$10K
IZRLARK ETF TR
$10K
SBLKSTAR BULK CARRIERS CORP.
$10K
AMPLAMPLITUDE INC
$10K
FVRRFIVERR INTL LTD
$10K
EUADSPINNAKER ETF SERIES
$10K
CAECAE INC
$10K
LBOEA SERIES TRUST
$10K
BIPBROOKFIELD INFRAST PARTNERS
$10K
JAZZJAZZ PHARMACEUTICALS PLC
$10K
ULTAULTA BEAUTY INC
$10K
JOEST JOE CO
$9K
PSPINVESCO EXCHANGE TRADED FD T
$9K
HMCHONDA MOTOR LTD
$9K
GRFSGRIFOLS S A
$9K
AXONAXON ENTERPRISE INC
$9K
CXCEMEX SAB DE CV
$9K
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