Montag A & Associates Inc Portfolio Holdings
Montag A & Associates Inc
- $2.09 Billion
- Q3 2024
Montag A & Associates Inc has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.09 Billion distributed in 1027 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $114M, Spdr S&P 500 ETF Trust with a value of $105M, Apple Inc. with a value of $73.4M, Spdr S&P Midcap 400 ETF Trust with a value of $62.9M, and Microsoft Corp with a value of $62.1M.
Examining the 13F form we can see an increase of $126M in the current position value, from $1.97B to 2.09B.
Montag A & Associates Inc is based out at Atlanta, GA
Below you can find more details about Montag A & Associates Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,027
- Current Value $2.09 Billion
- Prior Value $1.97 Billion
- Filing
- Period Q3 2024
- Filing Date November 05, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 79 stocks
- Additional Purchases 224 stocks
- Sold out of 0 stocks
- Reduced holdings in 250 stocks