MONTAG A & ASSOCIATES INC Q4 2024 Filing

Filed January 30, 2025

Portfolio Value

$2.1B

Holdings

993

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (993 positions)

StockValue
A4SAMERIPRISE FINL INC
$99K
REGNREGENERON PHARMACEUTICALS
$99K
IBTIISHARES TR
$99K
TYGTORTOISE ENERGY INFRA CORP
$98K
ALSALLSTATE CORP
$98K
QQQINEOS ETF TRUST
$98K
CBANCOLONY BANKCORP INC
$96K
BPBP PLC
$95K
FDRRFIDELITY COVINGTON TRUST
$95K
CCOCAMECO CORP
$93K
PEGPUBLIC SVC ENTERPRISE GRP IN
$90K
PFFAETFIS SER TR I
$89K
DARDARLING INGREDIENTS INC
$88K
TRVCCITIGROUP INC
$88K
DDDUPONT DE NEMOURS INC
$88K
EQREQUITY RESIDENTIAL
$87K
VGTVANGUARD WORLD FD
$87K
UTGREAVES UTIL INCOME FD
$87K
ZBRAZEBRA TECHNOLOGIES CORPORATI
$87K
7HPHP INC
$87K
BBYBEST BUY INC
$87K
FTAIFTAI AVIATION LTD
$86K
EMBJEMBRAER S.A.
$86K
SCHBSCHWAB STRATEGIC TR
$86K
ACMAECOM
$85K
NTAPNETAPP INC
$85K
ALVAUTOLIV INC
$85K
RPGINVESCO EXCHANGE TRADED FD T
$85K
SMHVANECK ETF TRUST
$85K
FSLRFIRST SOLAR INC
$84K
NGGNATIONAL GRID PLC
$83K
AMTAMERICAN TOWER CORP NEW
$82K
ELVELEVANCE HEALTH INC
$82K
ESGRENSTAR GROUP LIMITED
$81K
PLDPROLOGIS INC.
$81K
GSKGSK PLC
$81K
NTRANATERA INC
$80K
AOAISHARES TR
$79K
VGKVANGUARD INTL EQUITY INDEX F
$79K
QQQMINVESCO EXCH TRADED FD TR II
$78K
IEVISHARES TR
$78K
VSSVANGUARD INTL EQUITY INDEX F
$77K
HOODROBINHOOD MKTS INC
$77K
CCLCARNIVAL CORP
$76K
KNGFIRST TR EXCHANGE-TRADED FD
$75K
INFYINFOSYS LTD
$75K
VRRMVERRA MOBILITY CORP
$74K
CMSCMS ENERGY CORP
$73K
MYDBLACKROCK MUNIYIELD FD INC
$73K
LTCLTC PPTYS INC
$72K
HUBSHUBSPOT INC
$72K
DKSDICKS SPORTING GOODS INC
$69K
AGNCAGNC INVT CORP
$68K
NLYANNALY CAPITAL MANAGEMENT IN
$68K
BRBROADRIDGE FINL SOLUTIONS IN
$68K
MPLXMPLX LP
$68K
PNWPINNACLE WEST CAP CORP
$68K
LENLENNAR CORP
$68K
EOSEEOS ENERGY ENTERPRISES INC
$67K
WBAWALGREENS BOOTS ALLIANCE INC
$67K
IYCISHARES TR
$67K
CCEPCOCA-COLA EUROPACIFIC PARTNE
$67K
GENGEN DIGITAL INC
$66K
VBKVANGUARD INDEX FDS
$65K
ARCCARES CAPITAL CORP
$63K
XEFRXEATON VANCE SR FLTNG RTE TR
$63K
LADLITHIA MTRS INC
$63K
IYY*ISHARES TR
$62K
SFSTIFEL FINL CORP
$62K
IWCISHARES TR
$62K
IJSISHARES TR
$62K
EVRGEVERGY INC
$62K
MLPAGLOBAL X FDS
$61K
SPYINEOS ETF TRUST
$61K
MDGLMADRIGAL PHARMACEUTICALS INC
$60K
PEOEXELON CORP
$59K
JPMJPMORGAN CHASE FINL CO LLC
$59K
VNTVONTIER CORPORATION
$59K
TMTOYOTA MOTOR CORP
$58K
VHTVANGUARD WORLD FD
$58K
TELTE CONNECTIVITY PLC
$58K
AKXANSYS INC
$58K
XLYSELECT SECTOR SPDR TR
$58K
LINLINDE PLC
$58K
IAKISHARES TR
$57K
PPHVANECK ETF TRUST
$57K
OHIOMEGA HEALTHCARE INVS INC
$57K
HDVISHARES TR
$56K
OZKBANK OZK LITTLE ROCK ARK
$56K
BANCBANC OF CALIFORNIA INC
$56K
RHCRH PLC
$56K
BINCBLACKROCK ETF TRUST II
$55K
EIXEDISON INTL
$55K
AROCARCHROCK INC
$55K
TWLOTWILIO INC
$54K
XBISPDR SER TR
$54K
HYGISHARES TR
$54K
RSPHINVESCO EXCHANGE TRADED FD T
$53K
CTRACOTERRA ENERGY INC
$53K
BUIBLACKROCK UTILS INFRASTRUCTU
$53K
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