MONTAG A & ASSOCIATES INC Q4 2019 Filing

Filed February 5, 2020

Portfolio Value

$1.3T

Holdings

307

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (307 positions)

StockValue
SPYSPDR S&P 500 ETF TR TR UNIT
$70.8B
IVVISHARES TR CORE S&P500 ETF
$57.8B
MDYSPDR S&P MIDCAP 400 ETF TR UTS
$51.1B
KOCOCA COLA CO COM
$32.7B
FISVFISERV INC
$29.7B
MSFTMICROSOFT CORP COM
$28.9B
HDHOME DEPOT INC
$21.3B
GOOGALPHABET INC CAP STK CL C
$21.2B
MRKMERCK & CO INC COM
$20.0B
AAPLAPPLE INC COM
$20.0B
AMZNAMAZON COM INC
$18.9B
TFCTRUIST FINANCIAL CORPORATION
$18.3B
JNJJOHNSON & JOHNSON
$17.9B
CSCOCISCO SYS INC COM
$17.8B
PEPPEPSICO INC COM
$17.3B
IWBISHARES RUSSELL 1000 INDEX
$16.2B
VIGVANGUARD DIVIDEND APPRECIATION
$15.0B
VVISA INC - CLASS A
$14.7B
JPMJPMORGAN CHASE & CO COM
$14.5B
ADBEADOBE SYS INC COM
$14.4B
BACVERIZON COMMUNICATIONS
$13.2B
WMTWAL-MART STORES INC COM
$13.0B
TMOTHERMO FISCHER SCIENTIFIC
$12.9B
PGPROCTER & GAMBLE CO
$12.9B
BABOEING CO COM
$12.7B
ABTABBOTT LABS
$11.6B
BRK/BBERKSHIRE HATHAWAY INC CL B
$11.5B
CVXCHEVRON TEXACO CORP
$11.3B
ICEINTERCONTINENTAL EXCHANGE, INC
$11.2B
VOVANGUARD MID CAP ETF
$10.9B
EFXEQUIFAX INC
$10.9B
RSPINVESCO S&P 500 EQUAL WEIGHT E
$9.9B
TJXTJX COS INC NEW
$9.8B
PYPLPAYPAL HOLDINGS INC
$9.7B
SYKSTRYKER CORP
$9.2B
MNRUSDMONMOUTH REAL ESTATE INVESTMEN
$9.1B
MARMARRIOTT INTL INC NEW CL A
$9.1B
XOMEXXON MOBIL CORP COM
$8.9B
MAMASTERCARD INCORPORATED CL A
$8.9B
IWFISHARES RUSSELL 1000 GROWTH
$8.5B
DISWALT DISNEY CO
$8.2B
GOOGLALPHABET INC CAP STK CL A
$8.0B
IQVIQVIA HOLDINGS INC
$7.7B
GPCGENUINE PARTS CO
$7.5B
LVLNKBW REGIONAL BANKING ETF
$7.4B
METAFACEBOOK INC-A
$7.4B
UMHUMH PROPERTIES INC
$7.4B
MMM3M CO
$7.4B
VMWEURVMWARE, INC. CL A
$7.3B
HONHONEYWELL INTL INC
$7.2B
NSRGYNESTLE S A - ADR REG SHS
$7.0B
INTCINTEL CORP
$6.9B
CPRTCOPART INC
$6.8B
INTUINTUIT INC
$6.5B
BACBANK AMER CORP COM
$6.5B
MKLMARKEL CORP
$6.4B
CBRECBRE GROUP INC CL A
$6.2B
PFEPFIZER INC COM
$5.9B
CHTRCHARTER COMMUNICATIONS INC NEW
$5.7B
KMXCARMAX INC COM
$5.7B
ABBVABBVIE INC.
$5.6B
DONSPDR DJIA TRUST
$5.6B
RIORIO TINTO PLC SPONSORED ADR
$5.4B
DHRDANAHER CORP DEL
$5.3B
XLKAMEX TECHNOLOGY SECTOR SPDR
$5.2B
EWEDWARDS LIFESCIENCES
$5.2B
ORLYO'REILLY AUTOMOTIVE INC
$5.2B
AWMSKYWORKS SOLUTIONS INC
$5.1B
NEENEXTERA ENERGY INC COM
$4.9B
VNQVANGUARD INDEX FDS REIT ETF
$4.8B
ADIANALOG DEVICES INC
$4.6B
DEODIAGEO PLC-SPONSORED ADR NEW
$4.6B
LLYLILLY ELI & CO
$4.5B
BKNGBOOKING HOLDINGS INC
$4.5B
VMCVULCAN MATLS CO
$4.5B
AXPAMERICAN EXPRESS CO
$4.4B
FEFIRSTENERGY CORP COM
$4.3B
DISCAUSDDISCOVERY COMMUNICATNS NEW COM
$4.2B
LMTLOCKHEED MARTIN CORP
$4.2B
AMEAMETEK INC NEW
$4.1B
IJHISHARES TRUST S&P MIDCAP 400
$4.1B
EEFTEURONET WORLDWIDE INC
$4.1B
VFCV F CORP
$4.1B
IVWISHARES TR S&P500 GRW
$4.1B
COSTCOSTCO WHOLESALE CORP
$4.1B
MDTMEDTRONIC PLC
$4.0B
WRBWR BERKLEY CORP
$4.0B
MASMASCO CORP COM
$3.9B
AKAMAKAMAI TECHNOLOGIES, INC.
$3.8B
OKEONEOK INC NEW
$3.7B
UNHUNITEDHEALTH GROUP INC COM
$3.7B
BDXBECTON DICKINSON & CO
$3.7B
IRINGERSOLL-RAND CO CL A
$3.6B
IBMINTERNATIONAL BUSINESS MACHS C
$3.5B
RDS/AROYAL DUTCH SHELL PLC
$3.4B
KSUEURKANSAS CITY SOUTHN IND NEW
$3.4B
IWMISHARES TRUST RUSSELL 2000 IND
$3.4B
AIGAMERICAN INTL GROUP
$3.4B
WTWWILLIS TOWERS WATSON PUBLIC LI
$3.1B
COPCONOCOPHILIPS
$3.1B
Page 1 of 4Next