MONTAG A & ASSOCIATES INC Q3 2018 Filing

Filed November 7, 2018

Portfolio Value

$1.1T

Holdings

320

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (320 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR TR UNIT
321,974$93.6B8.20%
2
IVVISHARES TR CORE S&P500 ETF
225,006$65.9B5.77%
3
MDYSPDR S&P MIDCAP 400 ETF TR UTS
140,227$51.5B4.51%
4
JNJJOHNSON & JOHNSON
220,813$30.5B2.67%
5
KOCOCA COLA CO COM
657,720$30.4B2.66%
6
AAPLAPPLE INC COM
91,569$20.7B1.81%
7
HDHOME DEPOT INC
97,059$20.1B1.76%
8
GOOGALPHABET INC CAP STK CL C
14,962$17.9B1.56%
9
MNRUSDMONMOUTH REAL ESTATE INVESTMEN
1,044,886$17.5B1.53%
10
MSFTMICROSOFT CORP COM
152,086$17.4B1.52%
11
WMTWAL-MART STORES INC COM
167,154$15.7B1.38%
12
CSCOCISCO SYS INC COM
319,451$15.5B1.36%
13
MRKMERCK & CO INC COM
208,943$14.8B1.30%
14
PEPPEPSICO INC COM
122,700$13.7B1.20%
15
BRK/BBERKSHIRE HATHAWAY INC CL B
61,123$13.1B1.15%
16
UMHUMH PROPERTIES INC
810,288$12.7B1.11%
17
RSPINVESCO S&P 500 EQUAL WEIGHT E
117,841$12.6B1.10%
18
VVISA INC - CLASS A
83,472$12.5B1.10%
19
AMZNAMAZON COM INC
6,086$12.2B1.07%
20
VIGVANGUARD DIVIDEND APPRECIATION
101,281$11.2B0.98%
21
ADBEADOBE SYS INC COM
41,459$11.2B0.98%
22
IWBISHARES RUSSELL 1000 INDEX
66,500$10.8B0.94%
23
BABOEING CO COM
28,601$10.6B0.93%
24
EFXEQUIFAX INC
81,009$10.6B0.93%
25
JPMJPMORGAN CHASE & CO COM
93,334$10.5B0.92%
26
FISVFISERV INC
127,752$10.5B0.92%
27
LLYLILLY ELI & CO
93,696$10.1B0.88%
28
SUNTRUST BKS INC
148,111$9.9B0.87%
29
XOMEXXON MOBIL CORP COM
114,913$9.8B0.86%
30
VOVANGUARD MID CAP ETF
59,387$9.8B0.85%
31
PFEPFIZER INC COM
211,941$9.3B0.82%
32
IVWISHARES TR S&P500 GRW
49,485$8.8B0.77%
33
MARMARRIOTT INTL INC NEW CL A
63,903$8.4B0.74%
34
ABTABBOTT LABS
112,343$8.2B0.72%
35
MKLMARKEL CORP
6,565$7.8B0.68%
36
DISCAUSDDISCOVERY COMMUNICATNS NEW COM
235,271$7.5B0.66%
37
CVXCHEVRON TEXACO CORP
60,095$7.3B0.64%
38
TJXTJX COS INC NEW
63,715$7.1B0.63%
39
INTCINTEL CORP
149,952$7.1B0.62%
40
DHRDANAHER CORP DEL
63,376$6.9B0.60%
41
UNHUNITEDHEALTH GROUP INC COM
25,692$6.8B0.60%
42
ABBVABBVIE INC.
70,326$6.7B0.58%
43
XLFSELECT SECTOR SPDR TR SBI INT-
240,386$6.6B0.58%
44
RDS/AROYAL DUTCH SHELL PLC
95,820$6.5B0.57%
45
VFCV F CORP
65,136$6.1B0.53%
46
FTVFORTIVE CORPORATION
71,253$6.0B0.53%
47
GOOGLALPHABET INC CAP STK CL A
4,944$6.0B0.52%
48
BACBANK AMER CORP COM
192,443$5.7B0.50%
49
IBMINTERNATIONAL BUSINESS MACHS C
37,148$5.6B0.49%
50
COPCONOCOPHILIPS
71,246$5.5B0.48%
51
GPCGENUINE PARTS CO
55,169$5.5B0.48%
52
ELVANTHEM INC
20,000$5.5B0.48%
53
WBAWALGREENS BOOTS ALLIANCE, INC.
73,652$5.4B0.47%
54
EOGEOG RESOURCES INC
41,799$5.3B0.47%
55
IQVQUINTILES IMS HOLDING
39,923$5.2B0.45%
56
XLKAMEX TECHNOLOGY SECTOR SPDR
68,604$5.2B0.45%
57
PGPROCTER & GAMBLE CO
61,936$5.2B0.45%
58
RIORIO TINTO PLC SPONSORED ADR
98,438$5.0B0.44%
59
MDTMEDTRONIC PLC
49,839$4.9B0.43%
60
VMCVULCAN MATLS CO
43,857$4.9B0.43%
61
LKQ1LKQ CORP
149,515$4.7B0.41%
62
NSRGYNESTLE S A - ADR REG SHS
53,787$4.5B0.39%
63
MMM3M CO
21,118$4.5B0.39%
64
IJRISHARES TR CORE S&P SCP ETF
49,574$4.3B0.38%
65
LVLNKBW REGIONAL BANKING ETF
72,574$4.3B0.38%
66
UNPUNION PAC CORP
25,950$4.2B0.37%
67
AIGAMERICAN INTL GROUP
79,286$4.2B0.37%
68
EWEDWARDS LIFESCIENCES
24,168$4.2B0.37%
69
IWMISHARES TRUST RUSSELL 2000 IND
24,311$4.1B0.36%
70
FEFIRSTENERGY CORP COM
110,189$4.1B0.36%
71
MASMASCO CORP COM
111,618$4.1B0.36%
72
VNQVANGUARD INDEX FDS REIT ETF
50,000$4.0B0.35%
73
LMTLOCKHEED MARTIN CORP
11,456$4.0B0.35%
74
DEODIAGEO PLC-SPONSORED ADR NEW
27,487$3.9B0.34%
75
HONHONEYWELL INTL INC
22,788$3.8B0.33%
76
CPRTCOPART INC
72,925$3.8B0.33%
77
URIUNITED RENTALS INC.
22,417$3.7B0.32%
78
SIEBSIEMENS AG SPONS ADR
56,335$3.6B0.32%
79
BPBP AMOCO PLC - SPONS ADR
78,048$3.6B0.32%
80
MAMASTERCARD INCORPORATED CL A
16,033$3.6B0.31%
81
EMNEASTMAN CHEM CO
36,950$3.5B0.31%
82
NKENIKE INC CL B
41,699$3.5B0.31%
83
WRBWR BERKLEY CORP
43,762$3.5B0.31%
84
BWABORGWARNER INC COM
79,823$3.4B0.30%
85
IJHISHARES TRUST S&P MIDCAP 400
16,009$3.2B0.28%
86
MPCMARATHON PETROLEUM CORP
40,196$3.2B0.28%
87
COSTCOSTCO WHOLESALE CORP
13,259$3.1B0.27%
88
SLBSCHLUMBERGER LTD COM
49,991$3.0B0.27%
89
UTXZUNITED TECHNOLOGIES CP
21,670$3.0B0.27%
90
ALLERGAN PLC
15,899$3.0B0.27%
91
XLISELECT SECTOR SPDR TR SBI INT-
38,586$3.0B0.27%
92
IBBISHARES NASDAQ BIOTECH ETF
24,515$3.0B0.26%
93
STTSTATE STREET CORP
35,325$3.0B0.26%
94
WYWEYERHAEUSER CO
91,140$2.9B0.26%
95
BANCBANC OF CALIFORNIA INC COM
153,057$2.9B0.25%
96
BMYBRISTOL MYERS SQUIBB
46,062$2.9B0.25%
97
CVSCVS HEALTH CORP.
35,912$2.8B0.25%
98
SPHQINVESCO S&P 500 QUALITY ETF
85,973$2.8B0.25%
99
DONSPDR DJIA TRUST
10,535$2.8B0.24%
100
DWDMORGAN STANLEY DEAN WITTER COM
59,334$2.8B0.24%
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