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
REZISHARES TR
$53K
LNGCHENIERE ENERGY INC
$52K
PTVEPACTIV EVERGREEN INC
$52K
TDOCTELADOC HEALTH INC
$52K
SMCISUPER MICRO COMPUTER INC
$52K
SCHASCHWAB STRATEGIC TR
$52K
UHSUNIVERSAL HLTH SVCS INC
$51K
MCHPMICROCHIP TECHNOLOGY INC.
$51K
PPIINVESTMENT MANAGERS SER TR I
$51K
CTVACORTEVA INC
$51K
IDV*ISHARES TR
$51K
GLGLOBE LIFE INC
$50K
MLIMUELLER INDS INC
$50K
DGSWISDOMTREE TR
$50K
CMCCOMMERCIAL METALS CO
$50K
IAU*ISHARES GOLD TR
$50K
KGSKODIAK GAS SVCS INC
$49K
TWOTWO HBRS INVT CORP
$48K
OXYOCCIDENTAL PETE CORP
$48K
DCIDONALDSON INC
$47K
RRYDER SYS INC
$47K
FFORD MTR CO
$46K
AQLTISHARES TR
$46K
KDKYNDRYL HLDGS INC
$45K
VAWVANGUARD WORLD FD
$45K
ENQENTEGRIS INC
$45K
ELLAUDER ESTEE COS INC
$45K
ALCALCON AG
$45K
LYBLYONDELLBASELL INDUSTRIES N
$45K
JEFJEFFERIES FINL GROUP INC
$45K
SWKSTANLEY BLACK & DECKER INC
$44K
TOTLSSGA ACTIVE ETF TR
$44K
FFLCFIDELITY COVINGTON TRUST
$44K
LSTRLANDSTAR SYS INC
$44K
RYNRAYONIER INC
$44K
CYBRCYBERARK SOFTWARE LTD
$44K
IEIISHARES TR
$42K
FLOFLOWERS FOODS INC
$41K
DDOGDATADOG INC
$41K
HPEHEWLETT PACKARD ENTERPRISE C
$40K
AVTRAVANTOR INC
$40K
REEVEREST GROUP LTD
$40K
GMGENERAL MTRS CO
$39K
AEMAGNICO EAGLE MINES LTD
$39K
ARKKARK ETF TR
$39K
VNOVORNADO RLTY TR
$39K
VECOVEECO INSTRS INC DEL
$38K
KEYKEYCORP
$37K
CRWDCROWDSTRIKE HLDGS INC
$37K
BGCBGC GROUP INC
$36K
DVNDEVON ENERGY CORP NEW
$36K
HLNHALEON PLC
$36K
CUZCOUSINS PPTYS INC
$36K
CCAPCRESCENT CAP BDC INC
$35K
GGNGAMCO GLOBAL GOLD NAT RES &
$35K
LEVILEVI STRAUSS & CO NEW
$35K
SWSMURFIT WESTROCK PLC
$35K
IM8NINSMED INC
$35K
SPSMSPDR SER TR
$34K
ROSTROSS STORES INC
$34K
EWXSPDR INDEX SHS FDS
$34K
BIIBBIOGEN INC
$32K
TTDTHE TRADE DESK INC
$32K
FWONALIBERTY MEDIA CORP DEL
$32K
WPCWP CAREY INC
$32K
CHTRCHARTER COMMUNICATIONS INC N
$31K
FASTFASTENAL CO
$31K
VTIPVANGUARD MALVERN FDS
$31K
AVBAVALONBAY CMNTYS INC
$30K
GBDCGOLUB CAP BDC INC
$30K
ATKRATKORE INC
$30K
IGVISHARES TR
$30K
SRPTSAREPTA THERAPEUTICS INC
$30K
DOWDOW INC
$30K
APAAPA CORPORATION
$30K
LQDISHARES TR
$29K
MCOMOODYS CORP
$29K
CRICARTERS INC
$29K
ZSZSCALER INC
$29K
FBINFORTUNE BRANDS INNOVATIONS I
$29K
IGIBISHARES TR
$28K
BIVVANGUARD BD INDEX FDS
$28K
AMXAMERICA MOVIL SAB DE CV
$28K
IEFISHARES TR
$28K
WABWABTEC
$28K
HTDCORCEPT THERAPEUTICS INC
$27K
DKNGDRAFTKINGS INC NEW
$27K
FRTFEDERAL RLTY INVT TR NEW
$27K
RSPNINVESCO EXCHANGE TRADED FD T
$27K
BHPBHP GROUP LTD
$27K
CHWYCHEWY INC
$27K
ITGARTNER INC
$24K
KHCKRAFT HEINZ CO
$24K
XNEAXNUVEEN AMT FREE QLTY MUN INC
$24K
CLFCLEVELAND-CLIFFS INC NEW
$24K
NVGNUVEEN AMT FREE MUN CR INC F
$24K
ACVVIRTUS DIVERSIFIED INCM & CO
$23K
ARKQARK ETF TR
$23K
IWSISHARES TR
$23K
BABAALIBABA GROUP HLDG LTD
$22K
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