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.
Portfolio value
$2.09 Billion
ETFs: $754 Million
Technology: $325 Million
Financial Services: $195 Million
Healthcare: $170 Million
Consumer Cyclical: $167 Million
Industrials: $153 Million
Consumer Defensive: $117 Million
Communication Services: $86.9 Million
Other: $124 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
