MONTAG A & ASSOCIATES INC Q2 2019 Filing

Filed August 6, 2019

Portfolio Value

$1.1T

Holdings

307

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (307 positions)

StockValue
SPYSPDR S&P 500 ETF TR TR UNIT
$71.5B
IVVISHARES TR CORE S&P500 ETF
$56.8B
MDYSPDR S&P MIDCAP 400 ETF TR UTS
$48.3B
KOCOCA COLA CO COM
$35.6B
MSFTMICROSOFT CORP COM
$24.6B
FISVFISERV INC
$23.4B
HDHOME DEPOT INC
$20.8B
JNJJOHNSON & JOHNSON
$18.8B
AMZNAMAZON COM INC
$18.6B
GOOGALPHABET INC CAP STK CL C
$17.7B
MRKMERCK & CO INC COM
$17.3B
PEPPEPSICO INC COM
$17.0B
IWBISHARES RUSSELL 1000 INDEX
$15.1B
WMTWAL-MART STORES INC COM
$15.0B
VVISA INC - CLASS A
$14.8B
CSCOCISCO SYS INC COM
$14.8B
AAPLAPPLE INC COM
$14.0B
BRK/BBERKSHIRE HATHAWAY INC CL B
$13.8B
ADBEADOBE SYS INC COM
$12.6B
VIGVANGUARD DIVIDEND APPRECIATION
$12.6B
SUNTRUST BKS INC
$12.2B
CVXCHEVRON TEXACO CORP
$12.0B
TJXTJX COS INC NEW
$11.4B
EFXEQUIFAX INC
$10.7B
ICEINTERCONTINENTAL EXCHANGE, INC
$10.3B
XOMEXXON MOBIL CORP COM
$10.3B
MNRUSDMONMOUTH REAL ESTATE INVESTMEN
$10.2B
VOVANGUARD MID CAP ETF
$10.2B
DISWALT DISNEY CO
$9.6B
BACVERIZON COMMUNICATIONS
$9.6B
JPMJPMORGAN CHASE & CO COM
$9.3B
RSPINVESCO S&P 500 EQUAL WEIGHT E
$9.3B
IQVIQVIA HOLDINGS INC
$9.2B
ABTABBOTT LABS
$9.0B
MAMASTERCARD INCORPORATED CL A
$8.9B
VMWEURVMWARE, INC. CL A
$8.8B
MARMARRIOTT INTL INC NEW CL A
$8.4B
PFEPFIZER INC COM
$8.3B
BABOEING CO COM
$8.2B
MMM3M CO
$7.7B
PGPROCTER & GAMBLE CO
$7.5B
MKLMARKEL CORP
$7.2B
UMHUMH PROPERTIES INC
$7.2B
GPCGENUINE PARTS CO
$7.1B
DHRDANAHER CORP DEL
$7.0B
DISCAUSDDISCOVERY COMMUNICATNS NEW COM
$6.4B
IVWISHARES TR S&P500 GRW
$6.3B
GOOGLALPHABET INC CAP STK CL A
$6.2B
RIORIO TINTO PLC SPONSORED ADR
$6.0B
IWFISHARES RUSSELL 1000 GROWTH
$5.9B
CPRTCOPART INC
$5.8B
INTCINTEL CORP
$5.8B
DONSPDR DJIA TRUST
$5.7B
AXPAMERICAN EXPRESS CO
$5.6B
NSRGYNESTLE S A - ADR REG SHS
$5.5B
BACBANK AMER CORP COM
$5.4B
ABBVABBVIE INC.
$5.2B
KMXCARMAX INC COM
$5.1B
RDS/AROYAL DUTCH SHELL PLC
$5.1B
BKNGBOOKING HOLDINGS INC
$5.0B
DEODIAGEO PLC-SPONSORED ADR NEW
$4.8B
URIUNITED RENTALS INC.
$4.8B
CBRECBRE GROUP INC CL A
$4.5B
EWEDWARDS LIFESCIENCES
$4.4B
VNQVANGUARD INDEX FDS REIT ETF
$4.3B
EEFTEURONET WORLDWIDE INC
$4.2B
UNHUNITEDHEALTH GROUP INC COM
$4.2B
LLYLILLY ELI & CO
$4.2B
NEENEXTERA ENERGY INC COM
$4.1B
INTUINTUIT INC
$4.1B
LMTLOCKHEED MARTIN CORP
$4.0B
FTVFORTIVE CORPORATION
$4.0B
WRBWR BERKLEY CORP
$3.9B
IBMINTERNATIONAL BUSINESS MACHS C
$3.9B
FEFIRSTENERGY CORP COM
$3.8B
VMCVULCAN MATLS CO
$3.8B
LVLNKBW REGIONAL BANKING ETF
$3.7B
VFCV F CORP
$3.7B
COSTCOSTCO WHOLESALE CORP
$3.6B
AIGAMERICAN INTL GROUP
$3.5B
SYKSTRYKER CORP
$3.4B
ORLYO'REILLY AUTOMOTIVE INC
$3.4B
IJHISHARES TRUST S&P MIDCAP 400
$3.3B
WYWEYERHAEUSER CO
$3.3B
MASMASCO CORP COM
$3.3B
BDXBECTON DICKINSON & CO
$3.2B
IWMISHARES TRUST RUSSELL 2000 IND
$3.2B
PANWPALO ALTO NETWORKS, INC.
$3.2B
BPBP AMOCO PLC - SPONS ADR
$3.1B
WTWWILLIS TOWERS WATSON PUBLIC LI
$3.1B
PYPLPAYPAL HOLDINGS INC
$3.1B
HDSUSDHD SUPPLY HOLDINGS, INC.
$3.1B
COPCONOCOPHILIPS
$3.0B
MDTMEDTRONIC PLC
$2.9B
HONHONEYWELL INTL INC
$2.8B
MCDMCDONALDS CORP COM
$2.8B
UTXZUNITED TECHNOLOGIES CP
$2.7B
WBAWALGREENS BOOTS ALLIANCE, INC.
$2.7B
ZTSZOETIS INC.
$2.7B
SPHQINVESCO S&P 500 QUALITY ETF
$2.7B
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