Montag A & Associates Inc Incresed Positions in Q4 2024

Montag A & Associates Inc

  • $2.08 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
3
+ 0.06%
$197.36 - $217.3 $592 - $652
4.96K $983K
FSLR
First Solar, Inc.

Technology
75
+ 18.75%
$175.88 - $240.66 $13.2K - $18K
475 $83K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
62
+ 0.57%
$70.31 - $77.39 $4.36K - $4.8K
11K $774K
INTC
Intel Corp

Technology
300
+ 2.75%
$19.07 - $26.23 $5.72K - $7.87K
11.2K $224K
XLRE
Select Sector Spdr Tr Real Est

ETFs
27
+ 0.31%
$40.06 - $45.21 $1.08K - $1.22K
8.65K $351K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
348
+ 1.27%
$442.29 - $483.08 $154K - $168K
27.8K $12.6M
DFIV
Dimensional ETF Tr

ETFs
161
+ 0.95%
$34.86 - $37.97 $5.61K - $6.11K
17.1K $606K
GVI
Ishares Tr

ETFs
115
+ 0.63%
$103.89 - $107.05 $11.9K - $12.3K
18.4K $1.92M
VDE
Vanguard Energy ETF

ETFs
4
+ 0.01%
$116.67 - $136.78 $467 - $547
35.8K $4.35M
SCCO
Southern Copper Corp

Basic Materials
12
+ 0.59%
$91.13 - $117.95 $1.09K - $1.42K
2.04K $186K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1
+ 0.03%
$104.5 - $125.64 $105 - $126
3.33K $347K
PAVE
Global X Fds Us Infrastructure

ETFs
262
+ 0.22%
$40.41 - $45.95 $10.6K - $12K
118K $4.77M
AFL
Aflac Inc

Financial Services
10
+ 0.07%
$100.37 - $115.27 $1K - $1.15K
14.1K $1.46M
MELI
Mercadolibre Inc

Consumer Cyclical
8
+ 2.12%
$1666.0 - $2117.3 $13.3K - $16.9K
385 $654K
EBAY
Ebay Inc

Consumer Cyclical
1.43K
+ 2.16%
$57.51 - $67.17 $82.1K - $95.9K
67.6K $4.19M
XLU
Utilities Sector Spdr

ETFs
185
+ 0.51%
$74.89 - $82.93 $13.9K - $15.3K
36.7K $2.78M
CL
Colgate Palmolive CO

Consumer Defensive
353
+ 2.07%
$90.22 - $102.31 $31.8K - $36.1K
17.4K $1.58M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
5
+ 0.02%
$131.66 - $144.0 $658 - $720
20.2K $2.67M
VKTX
Viking Therapeutics, Inc.

Healthcare
807
+ 7.99%
$38.28 - $78.03 $30.9K - $63K
10.9K $438K
SO
Southern CO

Utilities
447
+ 0.9%
$81.5 - $94.15 $36.4K - $42.1K
50.4K $4.15M
ACGL
Arch Capital Group Ltd.

Financial Services
1.94K
+ 6.98%
$88.71 - $114.86 $172K - $223K
29.8K $2.75M
LOW
Lowes Companies Inc

Consumer Cyclical
538
+ 2.58%
$244.52 - $284.07 $132K - $153K
21.4K $5.27M
CAT
Caterpillar Inc

Industrials
39
+ 0.24%
$360.37 - $416.88 $14.1K - $16.3K
16.4K $5.96M
KWEB
Kraneshares Tr Csi China Inter

ETFs
3.05K
+ 2.66%
$29.11 - $38.87 $88.9K - $119K
118K $3.45M
NEE
Nextera Energy Inc

Utilities
3.55K
+ 5.41%
$69.77 - $85.43 $248K - $303K
69.2K $4.96M
ADI
Analog Devices Inc

Technology
56
+ 0.13%
$206.35 - $236.48 $11.6K - $13.2K
42.2K $8.97M
MSFT
Microsoft Corp

Technology
463
+ 0.32%
$406.35 - $454.46 $188K - $210K
145K $61M
PHM
Pultegroup Inc

Consumer Cyclical
49
+ 0.13%
$108.86 - $149.04 $5.33K - $7.3K
36.5K $3.98M
Activity Summary
Buys All Purchases 215 New Holdings 36 Increased Positions 179 Sells All Sells 278 Reductions 278 Sold out 0 Options Calls 0 Puts 0
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