MONTAG A & ASSOCIATES INC Q4 2021 Filing

Filed February 9, 2022

Portfolio Value

$2.0T

Holdings

874

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (874 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
183,332$87.1B4.29%
2
IVVISHARES TR
158,761$75.7B3.73%
3
VCSHVANGUARD SCOTTSDALE FDS
915,606$74.4B3.67%
4
AAPLAPPLE INC
356,325$63.3B3.12%
5
MDYSPDR S&P MIDCAP 400 ETF TR
117,249$60.7B2.99%
6
MSFTMICROSOFT CORP
155,686$52.4B2.58%
7
MINTPIMCO ETF TR
500,715$50.9B2.51%
8
GOOGALPHABET INC
14,419$41.7B2.06%
9
KOCOCA COLA CO
692,299$41.0B2.02%
10
AMZNAMAZON COM INC
11,117$37.1B1.83%
11
HDHOME DEPOT INC
80,599$33.5B1.65%
12
VBVANGUARD INDEX FDS
108,588$24.5B1.21%
13
JPSTJ P MORGAN EXCHANGE-TRADED F
463,634$23.4B1.15%
14
IJRISHARES TR
201,489$23.1B1.14%
15
BACBK OF AMERICA CORP
482,197$21.5B1.06%
16
ADBEADOBE SYSTEMS INCORPORATED
36,231$20.5B1.01%
17
JNJJOHNSON & JOHNSON
118,060$20.2B1.00%
18
TFCTRUIST FINL CORP
341,841$20.0B0.99%
19
GOOGLALPHABET INC
6,472$18.8B0.92%
20
IWBISHARES TR
70,330$18.6B0.92%
21
VIGVANGUARD SPECIALIZED FUNDS
106,892$18.4B0.91%
22
EFXEQUIFAX INC
62,591$18.3B0.90%
23
ABTABBOTT LABS
129,631$18.2B0.90%
24
FISVFISERV INC
161,985$16.8B0.83%
25
JPMJPMORGAN CHASE & CO
105,568$16.7B0.82%
26
METAMETA PLATFORMS INC
47,313$15.9B0.78%
27
PEPPEPSICO INC
91,526$15.9B0.78%
28
QCOMQUALCOMM INC
85,037$15.6B0.77%
29
MRKMERCK & CO INC
190,775$14.6B0.72%
30
AWMSKYWORKS SOLUTIONS INC
92,528$14.4B0.71%
31
VOVANGUARD INDEX FDS
55,520$14.1B0.70%
32
EWEDWARDS LIFESCIENCES CORP
107,780$14.0B0.69%
33
VVISA INC
64,109$13.9B0.69%
34
AMATAPPLIED MATLS INC
86,981$13.7B0.67%
35
RSPINVESCO EXCHANGE TRADED FD T
82,404$13.4B0.66%
36
GSGOLDMAN SACHS GROUP INC
33,593$12.9B0.63%
37
PGPROCTER AND GAMBLE CO
76,294$12.5B0.62%
38
PYPLPAYPAL HLDGS INC
65,874$12.4B0.61%
39
WMTWALMART INC
82,449$11.9B0.59%
40
SYKSTRYKER CORPORATION
44,161$11.8B0.58%
41
ICEINTERCONTINENTAL EXCHANGE IN
86,276$11.8B0.58%
42
ITBISHARES TR
140,882$11.7B0.58%
43
LLYLILLY ELI & CO
41,481$11.5B0.57%
44
TMOTHERMO FISHER SCIENTIFIC INC
17,036$11.4B0.56%
45
TJXTJX COS INC NEW
144,959$11.0B0.54%
46
CPRTCOPART INC
70,097$10.6B0.52%
47
LVLNSPDR SER TR
149,744$10.6B0.52%
48
PHMPULTE GROUP INC
184,219$10.5B0.52%
49
PHPARKER-HANNIFIN CORP
32,983$10.5B0.52%
50
ISRGINTUITIVE SURGICAL INC
28,622$10.3B0.51%
51
DISDISNEY WALT CO
65,938$10.2B0.50%
52
CSCOCISCO SYS INC
158,835$10.1B0.50%
53
SCHWSCHWAB CHARLES CORP
119,004$10.0B0.49%
54
GPCGENUINE PARTS CO
69,999$9.8B0.48%
55
DWDMORGAN STANLEY
99,652$9.8B0.48%
56
IWFISHARES TR
31,979$9.8B0.48%
57
MNRUSDMONMOUTH REAL ESTATE INVT CO
442,745$9.3B0.46%
58
ABBVABBVIE INC
67,425$9.1B0.45%
59
MARMARRIOTT INTL INC NEW
53,541$8.8B0.44%
60
MLMMARTIN MARIETTA MATLS INC
19,755$8.7B0.43%
61
MCDMCDONALDS CORP
32,456$8.7B0.43%
62
STZCONSTELLATION BRANDS INC
34,437$8.6B0.43%
63
IWDISHARES TR
51,192$8.6B0.42%
64
MAAMID-AMER APT CMNTYS INC
37,440$8.6B0.42%
65
INTUINTUIT
13,230$8.5B0.42%
66
ADIANALOG DEVICES INC
48,382$8.5B0.42%
67
BRK/BBERKSHIRE HATHAWAY INC DEL
28,297$8.5B0.42%
68
XLKSELECT SECTOR SPDR TR
48,244$8.4B0.41%
69
UMHUMH PPTYS INC
303,123$8.3B0.41%
70
OSKOSHKOSH CORP
71,939$8.1B0.40%
71
NVRNVR INC
1,365$8.1B0.40%
72
AMDADVANCED MICRO DEVICES INC
55,425$8.0B0.39%
73
AMEAMETEK INC
53,585$7.9B0.39%
74
BSCMUSDINVESCO EXCH TRD SLF IDX FD
366,967$7.8B0.39%
75
NEENEXTERA ENERGY INC
82,775$7.7B0.38%
76
CVXCHEVRON CORP NEW
65,452$7.7B0.38%
77
COSTCOSTCO WHSL CORP NEW
13,384$7.6B0.37%
78
IQVIQVIA HLDGS INC
26,480$7.5B0.37%
79
PFEPFIZER INC
124,548$7.4B0.36%
80
CDWCDW CORP
35,880$7.3B0.36%
81
NKENIKE INC
43,087$7.2B0.35%
82
DHRDANAHER CORPORATION
21,554$7.1B0.35%
83
WFCWELLS FARGO CO NEW
147,145$7.1B0.35%
84
UNHUNITEDHEALTH GROUP INC
13,824$6.9B0.34%
85
MAMASTERCARD INCORPORATED
19,086$6.9B0.34%
86
IJHISHARES TR
23,720$6.7B0.33%
87
XMESPDR SER TR
149,727$6.7B0.33%
88
IWMISHARES TR
29,824$6.6B0.33%
89
QQQINVESCO EXCH TRD SLF IDX FD
306,891$6.6B0.32%
90
VDEVANGUARD WORLD FDS
84,617$6.6B0.32%
91
SPGIS&P GLOBAL INC
13,913$6.6B0.32%
92
MMM3M CO
35,910$6.4B0.31%
93
DYHTARGET CORP
26,647$6.2B0.30%
94
CITCINTAS CORP
13,774$6.1B0.30%
95
DC4DEXCOM INC
11,171$6.0B0.30%
96
MRVLMARVELL TECHNOLOGY INC
67,597$5.9B0.29%
97
XOMEXXON MOBIL CORP
94,092$5.8B0.28%
98
GSYINVESCO ACTIVELY MANAGED ETF
111,104$5.6B0.28%
99
DEODIAGEO PLC
25,057$5.5B0.27%
100
BABOEING CO
26,205$5.3B0.26%
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