Montag A & Associates Inc has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.08 Billion distributed in 993 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 $128M, Spdr S&P 500 ETF Trust with a value of $108M, Apple Inc. with a value of $78.4M, Spdr S&P Midcap 400 ETF Trust with a value of $61.7M, and Microsoft Corp with a value of $61M.
Examining the 13F form we can see an decrease of $16.8M in the current position value, from $2.09B to 2.08B.
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.
Portfolio value
$2.08 Billion
ETFs: $779 Million
Technology: $315 Million
Financial Services: $213 Million
Consumer Cyclical: $171 Million
Healthcare: $145 Million
Industrials: $142 Million
Consumer Defensive: $108 Million
Communication Services: $98.5 Million
Other: $105 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
