Montag A & Associates Inc

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Assets, Funds, Holdings

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Montag A & Associates Inc
CRD #105756
SEC #801-17671
CIK #
AUM $1.9 BB (89% Disc, 100% US)
Employees27 (48% Investors, 0% Brokers)
Phone404-522-5774
Address133 Peachtree Street
Atlanta, GA 30303
Source IAPDexternal Websiteexternal Twitterexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
SPY 67.4
IVV 55.2
MDY 49.0
KO 197,430.0 36.2
WMT 286,110.0 15.8
HD 206,070.0 15.2
AAPL 843,560.0 15.2
JNJ 369,000.0 14.6
MSFT 865,660.0 14.2
INTC 239,910.0 14.1
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Holdings by Sector ($BB)
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