A. Montag and Associates

Latest statistics and disclosures from Montag A & Associates's latest quarterly 13F-HR filing:

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Portfolio Holdings for Montag A & Associates

Montag A & Associates holds 905 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Montag A & Associates has 905 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.8 $85M 179k 477.21
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Ishares Tr Core S&p500 Etf (IVV) 4.6 $83M -2% 174k 477.63
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Apple (AAPL) 3.4 $60M 313k 192.53
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Microsoft Corporation (MSFT) 3.1 $56M +2% 149k 376.04
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 3.1 $56M 110k 509.27
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Alphabet Cap Stk Cl C (GOOG) 2.1 $38M 270k 140.93
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 2.0 $35M -13% 701k 50.46
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Coca-Cola Company (KO) 1.7 $31M -3% 524k 58.93
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.6 $29M +12% 181k 157.80
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Ishares Tr Rus 1000 Etf (IWB) 1.5 $28M +2% 105k 262.26
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Home Depot (HD) 1.5 $27M 77k 346.55
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Amazon (AMZN) 1.5 $27M 175k 151.94
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Vanguard Index Fds Small Cp Etf (VB) 1.3 $23M +78% 110k 213.33
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Ishares Tr Core S&p Scp Etf (IJR) 1.3 $23M +91% 211k 108.25
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Adobe Systems Incorporated (ADBE) 1.2 $22M 37k 596.60
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.2 $21M -4% 272k 77.37
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Visa Com Cl A (V) 1.1 $20M +6% 78k 260.35
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Vanguard Specialized Funds Div App Etf (VIG) 1.1 $19M 112k 170.40
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Merck & Co (MRK) 1.0 $19M 169k 109.77
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Fiserv (FI) 1.0 $19M +20% 139k 132.84
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Alphabet Cap Stk Cl A (GOOGL) 1.0 $18M 132k 139.69
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Johnson & Johnson (JNJ) 1.0 $18M 115k 156.74
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.0 $18M +12% 305k 58.33
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Tidewater (TDW) 1.0 $18M +13% 243k 72.11
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Eli Lilly & Co. (LLY) 0.9 $17M -2% 29k 582.92
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Bank of America Corporation (BAC) 0.9 $17M +18% 494k 33.67
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Pepsi (PEP) 0.9 $16M +2% 91k 171.04
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JPMorgan Chase & Co. (JPM) 0.8 $15M 87k 170.10
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Abbott Laboratories (ABT) 0.8 $14M +2% 130k 110.07
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Vanguard Index Fds Mid Cap Etf (VO) 0.8 $14M +15% 62k 232.64
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Equifax (EFX) 0.8 $14M -2% 55k 247.29
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Wal-Mart Stores (WMT) 0.8 $14M 85k 158.21
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $13M -5% 44k 303.17
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Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $13M +22% 46k 277.15
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $12M 28k 436.80
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Boeing Company (BA) 0.7 $12M +14% 47k 260.66
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Intuit (INTU) 0.7 $12M +4% 20k 625.03
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.7 $12M -10% 119k 100.27
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Copart (CPRT) 0.7 $12M -4% 240k 49.00
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Procter & Gamble Company (PG) 0.6 $11M 76k 146.54
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Costco Wholesale Corporation (COST) 0.6 $11M +5% 17k 674.94
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Marriott Intl Cl A (MAR) 0.6 $11M 49k 225.51
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Select Sector Spdr Tr Technology (XLK) 0.6 $11M 58k 192.48
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Charles Schwab Corporation (SCHW) 0.6 $11M +184% 160k 68.80
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Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $11M 65k 165.25
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Mastercard Incorporated Cl A (MA) 0.6 $11M +2% 25k 426.52
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Abbvie (ABBV) 0.6 $11M 68k 154.97
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TJX Companies (TJX) 0.6 $11M +2% 112k 93.81
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Exxon Mobil Corporation (XOM) 0.5 $9.8M -3% 98k 99.98
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $9.4M +3% 26k 356.66
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Goldman Sachs (GS) 0.5 $9.4M +9% 24k 385.76
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Parker-Hannifin Corporation (PH) 0.5 $9.1M 20k 460.71
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Ishares Tr Ishares Semicdtr (SOXX) 0.5 $8.8M +8% 15k 576.10
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Analog Devices (ADI) 0.5 $8.7M 44k 198.56
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Genuine Parts Company (GPC) 0.5 $8.4M 61k 139.44
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Ametek (AME) 0.4 $7.9M 48k 164.89
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McDonald's Corporation (MCD) 0.4 $7.9M 27k 296.51
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Vanguard World Fds Energy Etf (VDE) 0.4 $7.6M -6% 65k 117.28
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United Rentals (URI) 0.4 $7.6M +18% 13k 573.42
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Spdr Ser Tr S&p Regl Bkg (KRE) 0.4 $7.4M +227% 141k 52.43
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Thermo Fisher Scientific (TMO) 0.4 $7.2M 14k 531.13
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Morgan Stanley Com New (MS) 0.4 $7.2M 77k 93.25
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Chevron Corporation (CVX) 0.4 $7.2M -3% 48k 149.16
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Broadcom (AVGO) 0.4 $7.1M +32% 6.4k 1116.28
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Intercontinental Exchange (ICE) 0.4 $6.9M 54k 128.43
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Stryker Corporation (SYK) 0.4 $6.9M +2% 23k 300.26
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Cisco Systems (CSCO) 0.4 $6.9M 136k 50.52
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Union Pacific Corporation (UNP) 0.4 $6.9M -2% 28k 245.62
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Cdw (CDW) 0.4 $6.7M -5% 29k 227.32
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Applied Materials (AMAT) 0.4 $6.6M -22% 41k 162.07
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Intuitive Surgical Com New (ISRG) 0.4 $6.6M +2% 20k 337.36
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NVIDIA Corporation (NVDA) 0.4 $6.3M +29% 13k 495.23
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Ishares Tr Russell 2000 Etf (IWM) 0.4 $6.3M +54% 31k 200.71
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Truist Financial Corp equities (TFC) 0.3 $6.1M +3% 166k 36.92
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $6.0M 11.00 542625.09
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UnitedHealth (UNH) 0.3 $5.8M 11k 526.46
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Iqvia Holdings (IQV) 0.3 $5.8M -2% 25k 231.38
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Vulcan Materials Company (VMC) 0.3 $5.6M +7% 25k 227.01
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Danaher Corporation (DHR) 0.3 $5.4M 23k 231.58
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AmerisourceBergen (COR) 0.3 $5.2M -6% 26k 205.38
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Target Corporation (TGT) 0.3 $5.1M +68% 36k 142.42
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Markel Corporation (MKL) 0.3 $5.1M 3.6k 1419.90
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Rio Tinto Sponsored Adr (RIO) 0.3 $4.9M 66k 74.46
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Mid-America Apartment (MAA) 0.3 $4.9M 36k 134.46
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Nike CL B (NKE) 0.3 $4.8M +23% 44k 108.89
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $4.6M 12k 377.70
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Advanced Micro Devices (AMD) 0.3 $4.6M +6% 31k 147.41
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Global X Fds Us Infr Dev Etf (PAVE) 0.2 $4.5M -10% 129k 34.62
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Southern Company (SO) 0.2 $4.4M 62k 70.12
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Vanguard Index Fds Value Etf (VTV) 0.2 $4.4M -4% 29k 149.50
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UMH Properties (UMH) 0.2 $4.3M 279k 15.32
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W.R. Berkley Corporation (WRB) 0.2 $4.2M 60k 70.72
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Cintas Corporation (CTAS) 0.2 $4.2M 7.0k 602.66
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $4.1M 51k 81.28
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Marvell Technology (MRVL) 0.2 $4.1M +4% 68k 60.31
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Walt Disney Company (DIS) 0.2 $4.0M +88% 45k 90.59
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.2 $4.0M -22% 191k 20.89
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Edwards Lifesciences (EW) 0.2 $4.0M 52k 76.25
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Nextera Energy (NEE) 0.2 $4.0M -10% 65k 60.74
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National Vision Hldgs (EYE) 0.2 $3.9M 185k 20.93
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $3.8M 71k 54.08
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Lockheed Martin Corporation (LMT) 0.2 $3.8M 8.4k 453.24
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Honeywell International (HON) 0.2 $3.8M +2% 18k 209.71
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PPG Industries (PPG) 0.2 $3.8M 25k 149.55
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McKesson Corporation (MCK) 0.2 $3.8M +3% 8.1k 463.43
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Masco Corporation (MAS) 0.2 $3.7M 56k 66.98
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Pulte (PHM) 0.2 $3.7M +6% 36k 103.38
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Deere & Company (DE) 0.2 $3.7M +7% 9.1k 401.36
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Caterpillar (CAT) 0.2 $3.6M +8% 12k 295.67
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Qualcomm (QCOM) 0.2 $3.6M -32% 25k 144.63
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Vanguard Index Fds Growth Etf (VUG) 0.2 $3.6M +23% 12k 310.88
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Martin Marietta Materials (MLM) 0.2 $3.6M -14% 7.2k 498.90
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Roper Industries (ROP) 0.2 $3.5M -18% 6.5k 545.17
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NVR (NVR) 0.2 $3.5M 505.00 7000.45
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Spdr Gold Tr Gold Shs (GLD) 0.2 $3.5M -2% 18k 191.17
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Accenture Plc Ireland Shs Class A (ACN) 0.2 $3.5M 9.9k 350.91
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Global Payments (GPN) 0.2 $3.4M +51% 27k 127.00
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CarMax (KMX) 0.2 $3.4M -10% 45k 76.74
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Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.2 $3.3M -2% 160k 20.45
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Pfizer (PFE) 0.2 $3.2M -2% 113k 28.79
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Netflix (NFLX) 0.2 $3.2M -15% 6.7k 486.88
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Diageo Spon Adr New (DEO) 0.2 $3.2M 22k 145.66
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AutoZone (AZO) 0.2 $3.2M 1.2k 2585.61
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BlackRock (BLK) 0.2 $3.1M +7% 3.9k 811.80
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Texas Instruments Incorporated (TXN) 0.2 $3.1M 18k 170.46
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Gra (GGG) 0.2 $3.0M +3% 35k 86.76
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Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.2 $3.0M 126k 23.86
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International Business Machines (IBM) 0.2 $3.0M 18k 163.55
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Duke Energy Corp Com New (DUK) 0.2 $2.9M -6% 30k 97.04
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Oracle Corporation (ORCL) 0.2 $2.9M +3% 28k 105.43
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Wells Fargo & Company (WFC) 0.2 $2.9M +3% 59k 49.22
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Cbre Group Cl A (CBRE) 0.2 $2.8M 30k 93.09
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Verizon Communications (VZ) 0.2 $2.8M -6% 75k 37.70
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Capital One Financial (COF) 0.2 $2.8M +42536% 21k 131.12
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Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $2.8M 22k 124.97
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Starbucks Corporation (SBUX) 0.2 $2.7M +57% 29k 96.01
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $2.7M NEW 68k 40.06
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Shell Spon Ads (SHEL) 0.2 $2.7M -21% 41k 65.80
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $2.7M +20% 42k 63.33
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $2.7M 30k 88.36
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Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.1 $2.7M 32k 82.08
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $2.6M 51k 51.83
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Republic Services (RSG) 0.1 $2.6M -35% 16k 165.44
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Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $2.5M 73k 34.77
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Oshkosh Corporation (OSK) 0.1 $2.5M -7% 23k 108.41
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LKQ Corporation (LKQ) 0.1 $2.5M 52k 47.79
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $2.4M +16% 23k 105.43
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American Express Company (AXP) 0.1 $2.4M +4% 13k 187.34
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S&p Global (SPGI) 0.1 $2.4M +4% 5.4k 440.52
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Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.1 $2.4M -6% 1.9k 1223.41
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Lowe's Companies (LOW) 0.1 $2.3M +3% 10k 222.56
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Willis Towers Watson SHS (WTW) 0.1 $2.2M 9.2k 241.83
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Spdr Ser Tr S&p Metals Mng (XME) 0.1 $2.2M +15% 37k 59.83
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Mondelez Intl Cl A (MDLZ) 0.1 $2.2M 30k 72.81
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CVS Caremark Corporation (CVS) 0.1 $2.2M -11% 27k 78.96
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Arch Cap Group Ord (ACGL) 0.1 $2.1M +89% 29k 74.27
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Illinois Tool Works (ITW) 0.1 $2.1M +3% 8.1k 263.30
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Booking Holdings (BKNG) 0.1 $2.1M 590.00 3547.22
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United Parcel Service CL B (UPS) 0.1 $2.1M -25% 13k 157.23
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Ishares Tr Intrm Gov Cr Etf (GVI) 0.1 $2.0M -2% 20k 104.76
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Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $2.0M -15% 24k 84.33
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Travelers Companies (TRV) 0.1 $2.0M 10k 190.49
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Paccar (PCAR) 0.1 $1.9M +15% 19k 100.76
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Nasdaq Omx (NDAQ) 0.1 $1.9M +13% 33k 58.14
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Raytheon Technologies Corp (RTX) 0.1 $1.9M -6% 23k 84.14
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Norfolk Southern (NSC) 0.1 $1.9M 7.9k 236.38
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Assurant (AIZ) 0.1 $1.9M +13% 11k 168.49
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $1.8M 52k 35.20
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Ameris Ban (ABCB) 0.1 $1.8M 34k 53.21
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salesforce (CRM) 0.1 $1.8M +125% 6.8k 263.14
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IDEX Corporation (IEX) 0.1 $1.8M 8.1k 217.11
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Universal Display Corporation (OLED) 0.1 $1.8M +3% 9.2k 191.26
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Philip Morris International (PM) 0.1 $1.7M 17k 95.22
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Synopsys (SNPS) 0.1 $1.6M 3.2k 514.91
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Constellation Brands Cl A (STZ) 0.1 $1.6M -8% 6.7k 241.75
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Old Dominion Freight Line (ODFL) 0.1 $1.6M -30% 4.0k 405.35
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Intel Corporation (INTC) 0.1 $1.6M 32k 50.25
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $1.6M 30k 52.33
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Colgate-Palmolive Company (CL) 0.1 $1.6M 20k 79.71
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Ishares Tr Us Home Cons Etf (ITB) 0.1 $1.5M +42% 15k 101.73
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South State Corporation (SSB) 0.1 $1.5M 18k 84.45
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Brookfield Renewable Corp Cl A Sub Vtg (BEPC) 0.1 $1.5M -4% 51k 28.79
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Siteone Landscape Supply (SITE) 0.1 $1.5M 9.0k 162.50
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Skyworks Solutions (SWKS) 0.1 $1.4M -22% 13k 112.42
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Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $1.4M +4% 75k 19.30
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Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.1 $1.4M +5% 62k 23.28
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $1.4M 17k 82.04
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Marathon Petroleum Corp (MPC) 0.1 $1.4M 9.4k 148.36
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Shopify Cl A (SHOP) 0.1 $1.4M 18k 77.90
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Principal Financial (PFG) 0.1 $1.4M 18k 78.67
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Cadence Design Systems (CDNS) 0.1 $1.4M +20% 5.0k 272.37
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Nxp Semiconductors N V (NXPI) 0.1 $1.3M 5.8k 230.67
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Spdr Ser Tr S&p Oilgas Exp (XOP) 0.1 $1.3M +7% 9.8k 136.91
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Ishares Tr S&p 100 Etf (OEF) 0.1 $1.3M -80% 6.0k 223.39
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MercadoLibre (MELI) 0.1 $1.3M 843.00 1570.65
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Select Sector Spdr Tr Financial (XLF) 0.1 $1.3M +14% 35k 37.60
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Trane Technologies SHS (TT) 0.1 $1.3M 5.3k 243.89
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Tesla Motors (TSLA) 0.1 $1.3M -15% 5.1k 248.50
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.3M 5.3k 237.20
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Air Products & Chemicals (APD) 0.1 $1.2M +5% 4.5k 275.55
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Micron Technology (MU) 0.1 $1.2M +5% 15k 85.46
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Becton, Dickinson and (BDX) 0.1 $1.2M +3% 5.1k 243.83
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Diamondback Energy (FANG) 0.1 $1.2M -2% 7.7k 155.08
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O'reilly Automotive (ORLY) 0.1 $1.2M 1.3k 950.08
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American Intl Group Com New (AIG) 0.1 $1.2M +4% 18k 67.75
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Vanguard Admiral Fds Midcp 400 Grth (IVOG) 0.1 $1.2M +25% 12k 98.23
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Northrop Grumman Corporation (NOC) 0.1 $1.2M 2.5k 468.14
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Automatic Data Processing (ADP) 0.1 $1.2M 4.9k 234.40
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Select Sector Spdr Tr Energy (XLE) 0.1 $1.2M 14k 83.84
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Valero Energy Corporation (VLO) 0.1 $1.2M 8.9k 130.00
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Lam Research Corporation (LRCX) 0.1 $1.1M +5% 1.4k 785.29
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Meta Platforms Cl A (META) 0.1 $1.1M 3.2k 353.93
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Topbuild (BLD) 0.1 $1.1M 3.0k 374.26
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AFLAC Incorporated (AFL) 0.1 $1.1M 14k 82.50
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Mettler-Toledo International (MTD) 0.1 $1.1M 900.00 1213.63
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State Street Corporation (STT) 0.1 $1.1M 14k 78.00
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $1.1M -12% 15k 72.03
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Huntington Ingalls Inds (HII) 0.1 $1.1M 4.1k 259.64
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Zoetis Cl A (ZTS) 0.1 $1.0M +2% 5.3k 197.37
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Workday Cl A (WDAY) 0.1 $1.0M +7% 3.7k 276.06
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $1.0M 9.9k 102.88
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At&t (T) 0.1 $1.0M -3% 61k 16.78
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Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.1 $1.0M -14% 850.00 1195.62
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Wisdomtree Tr Us Midcap Divid (DON) 0.1 $1.0M 22k 45.71
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $1.0M 17k 59.62
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $997k -25% 14k 70.35
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Palo Alto Networks (PANW) 0.1 $989k 3.4k 294.91
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Bristol Myers Squibb (BMY) 0.1 $987k -7% 19k 51.31
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $985k -7% 13k 77.02
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Novo-nordisk A S Adr (NVO) 0.1 $982k 9.5k 103.45
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Winnebago Industries (WGO) 0.1 $962k 13k 72.88
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $954k +8% 13k 75.35
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Roku Com Cl A (ROKU) 0.1 $952k -28% 10k 91.66
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Eastman Chemical Company (EMN) 0.1 $943k -7% 10k 90.63
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L3harris Technologies (LHX) 0.1 $919k +24% 4.4k 210.62
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Omni (OMC) 0.1 $917k -10% 11k 87.21
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Amgen (AMGN) 0.1 $900k 3.1k 288.02
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Dover Corporation (DOV) 0.1 $898k 5.8k 153.81
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $896k +20% 2.2k 409.82
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Chubb (CB) 0.0 $893k 3.9k 226.42
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $891k -12% 5.0k 179.99
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3M Company (MMM) 0.0 $886k 8.1k 109.32
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Solar Cap (SLRC) 0.0 $880k -14% 59k 15.03
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Carrier Global Corporation (CARR) 0.0 $870k 15k 57.64
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West Pharmaceutical Services (WST) 0.0 $845k 2.4k 352.12
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Boston Scientific Corporation (BSX) 0.0 $843k +420% 15k 57.81
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Us Bancorp Del Com New (USB) 0.0 $843k +9% 19k 43.75
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Lululemon Athletica (LULU) 0.0 $842k +4% 1.6k 511.29
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $839k -29% 16k 51.05
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Select Sector Spdr Tr Indl (XLI) 0.0 $838k +19% 7.4k 113.99
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Past Filings by Montag A & Associates

SEC 13F filings are viewable for Montag A & Associates going back to 2011

View all past filings