Montag A & Associates Inc Sells in Q2 2025

Montag A & Associates Inc

  • $2.02 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PAVE
Global X Fds Us Infrastructure

ETFs
-4.74K
- 4.05%
$33.78 - $43.68 $160K - $207K
112K $4.89M
MGC
Vanguard Mega Cap ETF

ETFs
-243
- 1.05%
$179.23 - $224.92 $43.6K - $54.7K
23K $5.16M
EMR
Emerson Electric CO

Industrials
-2.19K
- 6.18%
$94.15 - $133.33 $206K - $292K
33.3K $4.44M
SCHW
Schwab Charles Corp

Financial Services
-1.56K
- 2.79%
$69.06 - $91.24 $108K - $142K
54.3K $4.96M
ISRG
Intuitive Surgical Inc

Healthcare
-311
- 1.94%
$451.58 - $565.94 $140K - $176K
15.7K $8.55M
CAT
Caterpillar Inc

Industrials
-918
- 5.57%
$273.94 - $388.21 $251K - $356K
15.6K $6.04M
IBM
International Business Machines Corp

Technology
-634
- 3.45%
$221.03 - $294.78 $140K - $187K
17.8K $5.24M
SYK
Stryker Corp

Healthcare
-521
- 1.39%
$337.37 - $395.63 $176K - $206K
37K $14.6M
NDAQ
Nasdaq, Inc.

Financial Services
-710
- 1.12%
$66.4 - $89.42 $47.1K - $63.5K
62.5K $5.59M
AMD
Advanced Micro Devices Inc

Technology
-980
- 3.94%
$78.21 - $143.81 $76.6K - $141K
23.9K $3.39M
RBLX
Roblox Corp

Communication Services
-116
- 0.43%
$51.22 - $105.59 $5.94K - $12.2K
26.8K $2.82M
VST
Vistra Corp.

Utilities
-81
- 0.46%
$98.07 - $195.04 $7.94K - $15.8K
17.7K $3.43M
URI
United Rentals, Inc.

Industrials
-143
- 1.17%
$551.94 - $753.4 $78.9K - $108K
12K $9.07M
MS
Morgan Stanley

Financial Services
-1.16K
- 1.7%
$99.83 - $140.86 $115K - $163K
66.7K $9.4M
AMAT
Applied Materials Inc

Technology
-764
- 1.63%
$126.95 - $183.52 $97K - $140K
46.2K $8.46M
ORCL
Oracle Corp

Technology
-1.85K
- 6.8%
$122.82 - $218.63 $227K - $404K
25.3K $5.53M
WMT
Walmart Inc.

Consumer Defensive
-7.04K
- 2.83%
$81.79 - $99.98 $576K - $704K
242K $23.7M
NFLX
Netflix Inc

Communication Services
-1.39K
- 14.97%
$855.86 - $1339.13 $1.19M - $1.86M
7.88K $10.6M
APH
Amphenol Corp

Technology
-7.84K
- 8.83%
$59.09 - $98.75 $463K - $774K
81K $8M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1.95K
- 1.81%
$468.22 - $566.51 $913K - $1.1M
105K $59.8M
XLK
Technology Sector Spdr

ETFs
-563
- 0.91%
$179.73 - $253.23 $101K - $143K
61.2K $15.5M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-620
- 0.58%
$272.36 - $339.57 $169K - $211K
106K $36.1M
JPM
Jpmorgan Chase & CO

Financial Services
-1.32K
- 1.53%
$210.28 - $289.91 $277K - $381K
84.6K $24.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-251
- 0.45%
$320.42 - $424.58 $80.4K - $107K
55.9K $23.8M
GS
Goldman Sachs Group Inc

Financial Services
-78
- 0.27%
$462.22 - $707.75 $36.1K - $55.2K
29.1K $20.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.65K
- 1.34%
$167.32 - $223.3 $443K - $591K
195K $42.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
-5.45K
- 3.03%
$496.48 - $617.85 $2.71M - $3.37M
175K $108M
AVGO
Broadcom Inc.

Technology
-127
- 0.17%
$146.29 - $275.65 $18.6K - $35K
76.4K $21.1M
NVDA
Nvidia Corp

Technology
-2.35K
- 1.24%
$94.31 - $157.99 $222K - $371K
187K $29.6M
MSFT
Microsoft Corp

Technology
-7.79K
- 5.41%
$354.56 - $497.45 $2.76M - $3.87M
136K $67.8M
Activity Summary
Buys All Purchases 209 New Holdings 45 Increased Positions 164 Sells All Sells 331 Reductions 329 Sold out 2 Options Calls 4 Puts 0
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