MONTAG A & ASSOCIATES INC Q4 2022 Filing

Filed February 2, 2023

Portfolio Value

$1.5B

Holdings

947

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (947 positions)

StockValue
IBTGISHARES TR
$161K
HSICHENRY SCHEIN INC
$160K
MPVBARINGS PARTN INVS
$155K
EPDENTERPRISE PRODS PARTNERS L
$154K
GWWGRAINGER W W INC
$154K
EZMWISDOMTREE TR
$152K
OKEONEOK INC NEW
$151K
PPLPPL CORP
$150K
ESGRENSTAR GROUP LIMITED
$150K
TMUST-MOBILE US INC
$150K
DGXQUEST DIAGNOSTICS INC
$149K
OGNORGANON & CO
$146K
SCHDSCHWAB STRATEGIC TR
$145K
SCHMSCHWAB STRATEGIC TR
$145K
TORTOISE PWR & ENERGY INFRAS
$144K
RPGINVESCO EXCHANGE TRADED FD T
$144K
IRINGERSOLL RAND INC
$144K
IJKISHARES TR
$143K
SCHHSCHWAB STRATEGIC TR
$143K
GMGENERAL MTRS CO
$141K
IVWISHARES TR
$139K
VGKVANGUARD INTL EQUITY INDEX F
$138K
ULUNILEVER PLC
$137K
TXRHTEXAS ROADHOUSE INC
$136K
TDOCTELADOC HEALTH INC
$136K
LWLAMB WESTON HLDGS INC
$134K
8CWCROWN CASTLE INC
$131K
BSXBOSTON SCIENTIFIC CORP
$125K
CHKPCHECK POINT SOFTWARE TECH LT
$125K
IYMISHARES TR
$125K
KKRKKR & CO INC
$124K
CDNSCADENCE DESIGN SYSTEM INC
$123K
SCCOSOUTHERN COPPER CORP
$121K
MCHPMICROCHIP TECHNOLOGY INC.
$119K
BXBLACKSTONE INC
$119K
KLACKLA CORP
$113K
REGNREGENERON PHARMACEUTICALS
$112K
WTRGESSENTIAL UTILS INC
$110K
ALBALBEMARLE CORP
$107K
PPHVANECK ETF TRUST
$107K
ATRAPTARGROUP INC
$107K
BPBP PLC
$105K
EGPEASTGROUP PPTYS INC
$103K
ZMZOOM VIDEO COMMUNICATIONS IN
$103K
VLOVALERO ENERGY CORP
$102K
TELTE CONNECTIVITY LTD
$102K
STEWSRH TOTAL RETURN FUND INC
$102K
BROBROWN & BROWN INC
$98K
PEGPUBLIC SVC ENTERPRISE GRP IN
$98K
IWNISHARES TR
$97K
ADCAGREE RLTY CORP
$97K
XNIEXVIRTUS EQUITY & CONV INCM FD
$97K
BATRKUSDLIBERTY MEDIA CORP DEL
$97K
IWPISHARES TR
$95K
RWTREDWOOD TR INC
$95K
SCMSTELLUS CAP INVT CORP
$95K
PRUPRUDENTIAL FINL INC
$94K
RHRH
$92K
FTNTFORTINET INC
$92K
SMGSCOTTS MIRACLE-GRO CO
$92K
HYGISHARES TR
$92K
IEIISHARES TR
$92K
UBERUBER TECHNOLOGIES INC
$90K
ETRENTERGY CORP NEW
$89K
TYGTORTOISE ENERGY INFRA CORP
$87K
LNGCHENIERE ENERGY INC
$87K
BLKCHFBLACKROCK INC
$85K
VPUVANGUARD WORLD FDS
$85K
NGGNATIONAL GRID PLC
$84K
KHCKRAFT HEINZ CO
$83K
SPGSIMON PPTY GROUP INC NEW
$82K
MUMICRON TECHNOLOGY INC
$82K
VWOVANGUARD INTL EQUITY INDEX F
$81K
BBYBEST BUY INC
$81K
HPFHANCOCK JOHN PFD INCOME FD I
$81K
IYTISHARES TR
$80K
MTNVAIL RESORTS INC
$80K
ANETEURARISTA NETWORKS INC
$79K
BWABORGWARNER INC
$79K
PSAPUBLIC STORAGE
$77K
SPSCSPS COMM INC
$76K
CBANCOLONY BANKCORP INC
$75K
AONAON PLC
$75K
7HPHP INC
$74K
DVNDEVON ENERGY CORP NEW
$74K
KTOSKRATOS DEFENSE & SEC SOLUTIO
$74K
ETVEATON VANCE TAX-MANAGED BUY-
$72K
EQREQUITY RESIDENTIAL
$72K
WMBWILLIAMS COS INC
$72K
PNCPNC FINL SVCS GROUP INC
$72K
AMLPALPS ETF TR
$70K
CMSCMS ENERGY CORP
$70K
ALVAUTOLIV INC
$70K
PEOEXELON CORP
$68K
ACMAECOM
$68K
IEVISHARES TR
$68K
VSSVANGUARD INTL EQUITY INDEX F
$67K
PGRPROGRESSIVE CORP
$67K
TRVCCITIGROUP INC
$66K
ALSNALLISON TRANSMISSION HLDGS I
$66K
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