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
KMIKINDER MORGAN INC DEL
$22K
MUBISHARES TR
$21K
WCNWASTE CONNECTIONS INC
$21K
ARKTARK ETF TR
$20K
MIGAMICROSTRATEGY INC
$20K
CUBECUBESMART
$20K
BLWBLACKROCK LTD DURATION INCOM
$20K
VVVVALVOLINE INC
$20K
CXHMFS INVT GRADE MUN TR
$20K
NEMNEWMONT CORP
$20K
XLBSELECT SECTOR SPDR TR
$20K
ABNBAIRBNB INC
$19K
PCTYPAYLOCITY HLDG CORP
$19K
PDTHANCOCK JOHN PREM DIVID FD
$19K
MDXGMIMEDX GROUP INC
$19K
MHKMOHAWK INDS INC
$19K
TQQQPROSHARES TR
$19K
RIGTRANSOCEAN LTD
$19K
TROWPRICE T ROWE GROUP INC
$19K
DOCUDOCUSIGN INC
$18K
8CWCROWN CASTLE INC
$18K
SNYSANOFI
$18K
KIESPDR SER TR
$18K
COINCOINBASE GLOBAL INC
$18K
EWDISHARES INC
$17K
LAMRLAMAR ADVERTISING CO NEW
$17K
WULFTERAWULF INC
$17K
WMSADVANCED DRAIN SYS INC DEL
$17K
PNCPNC FINL SVCS GROUP INC
$16K
TAKTAKEDA PHARMACEUTICAL CO LTD
$16K
MDBMONGODB INC
$16K
SSENTINELONE INC
$16K
FISFIDELITY NATL INFORMATION SV
$16K
LDPCOHEN & STEERS LTD DURATION
$16K
PCARPACCAR INC
$16K
ARKFARK ETF TR
$16K
JCENUVEEN CORE EQUITY ALPHA FD
$16K
CNPCENTERPOINT ENERGY INC
$16K
MGKVANGUARD WORLD FD
$16K
DEMWISDOMTREE TR
$15K
BIPCBROOKFIELD INFRASTRUCTURE CO
$15K
GFLGFL ENVIRONMENTAL INC
$14K
BAHBOOZ ALLEN HAMILTON HLDG COR
$14K
ASHASHLAND INC
$14K
POSTPOST HLDGS INC
$14K
PAYCPAYCOM SOFTWARE INC
$14K
IEMGISHARES INC
$14K
BEBLOOM ENERGY CORP
$14K
FVRRFIVERR INTL LTD
$14K
NADNUVEEN QUALITY MUNCP INCOME
$13K
SNOWSNOWFLAKE INC
$13K
CBRLCRACKER BARREL OLD CTRY STOR
$13K
FCPTFOUR CORNERS PPTY TR INC
$13K
SCHZSCHWAB STRATEGIC TR
$13K
FLRFLUOR CORP NEW
$13K
SCHRSCHWAB STRATEGIC TR
$13K
DNBDUN & BRADSTREET HLDGS INC
$13K
PSCFINVESCO EXCH TRADED FD TR II
$13K
UBSUBS GROUP AG
$13K
XYZBLOCK INC
$12K
TTENTOTALENERGIES SE
$12K
EEFTEURONET WORLDWIDE INC
$12K
CAECAE INC
$12K
ERHALLSPRING UTILITIES AND HIGH
$12K
PAASPAN AMERN SILVER CORP
$12K
ODFLOLD DOMINION FREIGHT LINE IN
$12K
WPPWPP PLC NEW
$12K
MUFGMITSUBISHI UFJ FINL GROUP IN
$12K
FNVFRANCO NEV CORP
$12K
ULTAULTA BEAUTY INC
$12K
OGNORGANON & CO
$12K
ETHGRAYSCALE ETHEREUM MINI TR E
$11K
FIWFIRST TR EXCHANGE-TRADED FD
$11K
PJXPETROLEO BRASILEIRO SA PETRO
$11K
SEGSEAPORT ENTMT GROUP INC
$11K
AESAES CORP
$11K
WFRDWEATHERFORD INTL PLC
$11K
LBOEA SERIES TRUST
$11K
IZRLARK ETF TR
$11K
BIPBROOKFIELD INFRAST PARTNERS
$11K
NZFNUVEEN MUNICIPAL CREDIT INC
$11K
AMPLAMPLITUDE INC
$11K
DOCHEALTHPEAK PROPERTIES INC
$11K
MGAMAGNA INTL INC
$10K
AXONAXON ENTERPRISE INC
$10K
JAZZJAZZ PHARMACEUTICALS PLC
$10K
SBLKSTAR BULK CARRIERS CORP.
$10K
PSPINVESCO EXCHANGE TRADED FD T
$10K
ONON SEMICONDUCTOR CORP
$10K
SNNSMITH & NEPHEW PLC
$9K
KEYSKEYSIGHT TECHNOLOGIES INC
$9K
GRFSGRIFOLS S A
$9K
SCHHSCHWAB STRATEGIC TR
$9K
PRNTARK ETF TR
$9K
AGIALAMOS GOLD INC NEW
$9K
JOEST JOE CO
$9K
ABEVAMBEV SA
$9K
CXCEMEX SAB DE CV
$9K
PHINPHINIA INC
$9K
HUNHUNTSMAN CORP
$8K
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