Montag & Caldwell, LLC Purchases in Q4 2024

Montag & Caldwell, LLC

  • $465 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ASML
Asml Holding Nv

Technology
9.99K
New
$658.43 - $872.27 $6.58M - $8.72M
9.99K $6.93M
JBHT
Hunt J B Transport Services Inc

Industrials
36K
New
$164.22 - $197.19 $5.91M - $7.1M
36K $6.15M
NOW
Service Now, Inc.

Technology
1.8K
+ 15.12%
$867.18 - $1148.42 $1.56M - $2.07M
13.7K $14.5M
SCHW
Schwab Charles Corp

Financial Services
11.9K
+ 7.95%
$63.31 - $82.85 $754K - $987K
162K $12M
ACN
Accenture PLC

Technology
4.84K
+ 19.53%
$343.9 - $376.86 $1.66M - $1.82M
29.6K $10.4M
LOW
Lowes Companies Inc

Consumer Cyclical
8.28K
+ 17.39%
$244.52 - $284.07 $2.02M - $2.35M
55.9K $13.8M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
38.1K
+ 937.48%
$26.93 - $84.95 $1.03M - $3.24M
42.2K $1.15M
LLY
Eli Lilly & CO

Healthcare
934
+ 125.2%
$727.2 - $932.06 $679K - $871K
1.68K $1.3M
GBF
Ishares Tr

ETFs
5.29K
New
$101.93 - $106.84 $539K - $565K
5.29K $540K
TER
Teradyne, Inc

Technology
3.33K
New
$102.58 - $133.62 $341K - $445K
3.33K $419K
IWF
Ishares Russell 1000 Gr ETF

ETFs
803
New
$370.24 - $418.94 $297K - $336K
803 $322K
IWV
Ishares Russell 3000 ETF

ETFs
666
New
$323.08 - $349.08 $215K - $232K
666 $222K
APH
Amphenol Corp

Technology
2.85K
New
$62.07 - $75.35 $177K - $215K
2.85K $198K
IEFA
Ishares Tr

ETFs
2.1K
New
$70.06 - $77.43 $147K - $162K
2.1K $147K
CVX
Chevron Corp

Energy
1K
New
$141.15 - $162.53 $141K - $163K
1K $144K
MA
Mastercard Inc

Financial Services
270
New
$491.3 - $536.15 $133K - $145K
270 $142K
GPN
Global Payments Inc

Industrials
557
+ 7.43%
$97.57 - $119.38 $54.3K - $66.5K
8.05K $902K
SCHG
Schwab Strategic Tr Us Large C

ETFs
60.4K
+ 297.13%
$25.93 - $105.3 $1.57M - $6.36M
80.8K $2.25M
UMH
Umh Properties, Inc.

Real Estate
6.9K
New
$18.21 - $19.85 $126K - $137K
6.9K $130K
ADBE
Adobe Inc.

Technology
3.87K
+ 17.5%
$437.39 - $552.96 $1.69M - $2.14M
26K $11.6M
MRK
Merck & Co., Inc.

Healthcare
1.05K
New
$96.31 - $114.76 $101K - $121K
1.05K $104K
AMD
Advanced Micro Devices Inc

Technology
750
New
$118.88 - $172.8 $89.2K - $130K
750 $90K
IWP
Ishares Russell Mid Cap Growth

ETFs
675
New
$116.4 - $138.52 $78.6K - $93.5K
675 $85K
HON
Honeywell International Inc

Industrials
323
New
$202.84 - $236.0 $65.5K - $76.2K
323 $72K
JPM
Jpmorgan Chase & CO

Financial Services
300
New
$205.18 - $250.29 $61.6K - $75.1K
300 $71K
SHAK
Shake Shack Inc.

Consumer Cyclical
525
New
$101.73 - $138.76 $53.4K - $72.8K
525 $68K
BAC
Bank Of America Corp

Financial Services
1.5K
New
$39.22 - $47.77 $58.8K - $71.7K
1.5K $65K
BMO
Bank Of Montreal

Financial Services
617
New
$89.75 - $103.39 $55.4K - $63.8K
617 $59K
IBM
International Business Machines Corp

Technology
270
New
$204.9 - $238.04 $55.3K - $64.3K
270 $59K
META
Meta Platforms, Inc.

Communication Services
48
+ 2.95%
$554.08 - $632.68 $26.6K - $30.4K
1.68K $988K
EEFT
Euronet Worldwide, Inc.

Technology
218
+ 3.22%
$96.0 - $106.61 $20.9K - $23.2K
6.99K $719K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
3.26K
New
$12.74 - $14.23 $41.5K - $46.3K
3.26K $42K
DHR
Danaher Corp

Healthcare
180
New
$226.16 - $274.52 $40.7K - $49.4K
180 $41K
DUK
Duke Energy Corp

Utilities
330
New
$105.76 - $120.76 $34.9K - $39.9K
330 $35K
ARCC
Ares Capital Corp

Financial Services
1.5K
New
$20.74 - $22.27 $31.1K - $33.4K
1.5K $32K
BP
Bp PLC

Energy
1.06K
New
$28.16 - $33.14 $29.8K - $35.1K
1.06K $31K
HSY
Hershey CO

Consumer Defensive
150
New
$168.67 - $193.65 $25.3K - $29K
150 $25K
BMY
Bristol Myers Squibb CO

Healthcare
300
New
$51.92 - $59.94 $15.6K - $18K
300 $16K
AMP
Ameriprise Financial Inc

Financial Services
27
New
$473.15 - $574.01 $12.8K - $15.5K
27 $14K
ROST
Ross Stores, Inc.

Consumer Cyclical
83
New
$138.59 - $156.61 $11.5K - $13K
83 $12K
CMI
Cummins Inc

Industrials
33
New
$324.93 - $383.42 $10.7K - $12.7K
33 $11K
SONY
Sony Group Corp

Technology
500
New
$17.53 - $96.8 $8.77K - $48.4K
500 $10K
WTRG
Essential Utilities, Inc.

Utilities
250
New
$36.18 - $40.55 $9.05K - $10.1K
250 $9K
ADI
Analog Devices Inc

Technology
45
New
$206.35 - $236.48 $9.29K - $10.6K
45 $9K
APD
Air Products & Chemicals, Inc.

Basic Materials
32
New
$285.5 - $335.62 $9.14K - $10.7K
32 $9K
DCI
Donaldson CO Inc

Industrials
113
New
$67.28 - $78.27 $7.6K - $8.84K
113 $7K
UNP
Union Pacific Corp

Industrials
31
New
$223.15 - $249.32 $6.92K - $7.73K
31 $7K
CSL
Carlisle Companies Inc

Industrials
17
New
$368.67 - $480.91 $6.27K - $8.18K
17 $6K
ITW
Illinois Tool Works Inc

Industrials
27
New
$253.56 - $278.5 $6.85K - $7.52K
27 $6K
Activity Summary
Buys All Purchases 69 New Holdings 54 Increased Positions 15 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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