Mmbg Investment Advisors
Latest statistics and disclosures from Mmbg Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, AMZN, GOOGL, META, and represent 37.47% of Mmbg Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: GOOG, IAU, LLY, AMZN, ETN, ABBV, MA, SLV, ISRG, CRM.
- Started 9 new stock positions in ISRG, MUB, SLV, IAU, MA, SHLD, URA, REGN, NFLX.
- Reduced shares in these 10 stocks: AAPL, DIS, VOO, META, MSFT, NVDA, SHOP, SPY, XLF, IYW.
- Sold out of its positions in KO, QQQE, EWZ, INDA, PEP, UL, VTWO, VRSN.
- Mmbg Investment Advisors was a net buyer of stock by $5.9M.
- Mmbg Investment Advisors has $1.1B in assets under management (AUM), dropping by 12.41%.
- Central Index Key (CIK): 0001765876
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Portfolio Holdings for Mmbg Investment Advisors
Mmbg Investment Advisors holds 179 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 9.1 | $103M | -3% | 404k | 254.63 |
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| Microsoft Corporation (MSFT) | 8.5 | $97M | 186k | 517.95 |
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| Amazon (AMZN) | 7.5 | $84M | +2% | 384k | 219.57 |
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| Alphabet Cap Stk Cl A (GOOGL) | 7.1 | $80M | 329k | 243.10 |
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| Meta Platforms Cl A (META) | 5.3 | $60M | -3% | 81k | 734.43 |
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| Betterware De Mxc S A B De C Shs New (BWMX) | 4.9 | $55M | 4.1M | 13.45 |
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| NVIDIA Corporation (NVDA) | 4.2 | $47M | -3% | 252k | 186.59 |
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| JPMorgan Chase & Co. (JPM) | 4.0 | $46M | 145k | 315.43 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 2.5 | $28M | 200k | 139.17 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.4 | $28M | +19% | 113k | 243.55 |
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| Goldman Sachs (GS) | 2.4 | $27M | +2% | 34k | 796.35 |
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| salesforce (CRM) | 1.7 | $19M | +8% | 80k | 237.42 |
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| Broadcom (AVGO) | 1.5 | $18M | +4% | 53k | 329.92 |
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| Wal-Mart Stores (WMT) | 1.5 | $17M | +6% | 168k | 103.06 |
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| Visa Com Cl A (V) | 1.4 | $16M | +3% | 46k | 341.38 |
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| Tencent Music Entmt Group Spon Ads (TCEHY) | 1.2 | $14M | -6% | 165k | 85.26 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.2 | $13M | -6% | 41k | 326.36 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $13M | -8% | 19k | 668.00 |
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| Cemex Sab De Cv Spon Adr New (CX) | 1.1 | $13M | -3% | 1.4M | 8.99 |
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| Bank of America Corporation (BAC) | 1.1 | $12M | 238k | 51.59 |
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| Shopify Cl A (SHOP) | 1.0 | $12M | -11% | 80k | 148.61 |
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| Uber Technologies (UBER) | 1.0 | $12M | -5% | 121k | 97.97 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.0 | $11M | +9% | 40k | 280.11 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $11M | -21% | 17k | 614.14 |
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| Micron Technology (MU) | 0.9 | $9.9M | 59k | 167.32 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $9.6M | -4% | 16k | 601.06 |
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| Select Sector Spdr Tr Financial (XLF) | 0.8 | $9.5M | -11% | 176k | 53.87 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.8 | $9.2M | -2% | 52k | 178.73 |
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| Eaton Corp SHS (ETN) | 0.8 | $8.8M | +31% | 23k | 374.25 |
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| Walt Disney Company (DIS) | 0.7 | $8.2M | -26% | 71k | 114.50 |
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| Thermo Fisher Scientific (TMO) | 0.7 | $7.4M | 15k | 485.45 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.6 | $7.2M | -5% | 30k | 239.64 |
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| Select Sector Spdr Tr Technology (XLK) | 0.6 | $6.7M | -9% | 24k | 281.87 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.6 | $6.6M | 8.9k | 746.63 |
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| Eli Lilly & Co. (LLY) | 0.6 | $6.4M | +72% | 8.4k | 763.00 |
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| UnitedHealth (UNH) | 0.6 | $6.3M | +20% | 18k | 345.30 |
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| Costco Wholesale Corporation (COST) | 0.5 | $5.9M | +20% | 6.4k | 925.63 |
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| Ishares Tr Ishares Biotech (IBB) | 0.5 | $5.7M | -7% | 39k | 144.37 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.5 | $5.2M | 40k | 128.03 |
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| Starbucks Corporation (SBUX) | 0.4 | $5.1M | -4% | 60k | 84.60 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $5.0M | 30k | 167.33 |
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| Danaher Corporation (DHR) | 0.4 | $4.6M | 23k | 198.58 |
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| McDonald's Corporation (MCD) | 0.4 | $4.5M | 15k | 303.89 |
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| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.4 | $4.3M | 44k | 98.63 |
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| MercadoLibre (MELI) | 0.4 | $4.2M | +3% | 1.8k | 2336.94 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.4 | $4.0M | 51k | 78.37 |
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| Abbvie (ABBV) | 0.4 | $4.0M | +88% | 17k | 231.54 |
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| Select Sector Spdr Tr Energy (XLE) | 0.3 | $3.8M | -20% | 42k | 89.34 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $3.7M | -22% | 19k | 195.86 |
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| Vanguard Intl Equity Index Ftse Europe Etf (VGK) | 0.3 | $3.6M | 46k | 79.80 |
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| Constellation Brands Cl A (STZ) | 0.3 | $3.6M | -18% | 27k | 134.67 |
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| Apollo Global Mgmt (APO) | 0.3 | $3.2M | 24k | 133.27 |
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| Ishares Gold Tr Ishares New (IAU) | 0.3 | $3.1M | NEW | 43k | 72.77 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $3.0M | +69% | 5.9k | 502.74 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $2.6M | +8% | 32k | 82.96 |
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| FedEx Corporation (FDX) | 0.2 | $2.6M | -7% | 11k | 237.26 |
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| Codere Online Luxembourg S A Ordinary Shares (CDRO) | 0.2 | $2.5M | +23% | 366k | 6.90 |
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| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.2 | $2.5M | 16k | 154.23 |
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| Nike CL B (NKE) | 0.2 | $2.5M | -7% | 35k | 70.13 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $2.4M | +58% | 6.8k | 355.47 |
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| Servicenow (NOW) | 0.2 | $2.3M | +123% | 2.5k | 920.28 |
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| Ishares Tr Us Industrials (IYJ) | 0.2 | $2.3M | 16k | 145.88 |
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| S&p Global (SPGI) | 0.2 | $2.2M | 4.6k | 486.71 |
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| Oracle Corporation (ORCL) | 0.2 | $2.2M | +53% | 7.7k | 281.24 |
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| Ishares Tr Short Treas Bd (SHV) | 0.2 | $2.1M | 19k | 110.49 |
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| Morgan Stanley Com New (MS) | 0.2 | $1.9M | 12k | 158.96 |
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| Merck & Co (MRK) | 0.2 | $1.9M | 23k | 84.74 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.9M | -5% | 2.8k | 669.30 |
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| Deere & Company (DE) | 0.2 | $1.8M | 4.0k | 458.88 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.2 | $1.8M | -7% | 15k | 126.64 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $1.8M | +146% | 1.9k | 968.09 |
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| Metropcs Communications (TMUS) | 0.2 | $1.8M | 7.4k | 239.38 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $1.8M | -4% | 32k | 55.49 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $1.7M | +2% | 26k | 65.92 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.7M | NEW | 3.0k | 568.81 |
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| Amgen (AMGN) | 0.2 | $1.7M | 6.1k | 282.20 |
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| Ishares Tr Us Trsprtion (IYT) | 0.2 | $1.7M | 24k | 71.71 |
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| Palo Alto Networks (PANW) | 0.2 | $1.7M | +2% | 8.3k | 203.62 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $1.7M | 2.4k | 698.00 |
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| Nextera Energy (NEE) | 0.1 | $1.7M | 22k | 75.49 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $1.7M | -2% | 28k | 58.72 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $1.6M | NEW | 38k | 42.37 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.6M | 25k | 65.26 |
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| Vaguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.6M | 20k | 79.93 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $1.6M | NEW | 3.6k | 447.23 |
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| Pfizer (PFE) | 0.1 | $1.6M | -5% | 61k | 25.48 |
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| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.1 | $1.5M | -17% | 16k | 91.22 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $1.5M | 28k | 52.22 |
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| Barrick Mng Corp Com Shs (B) | 0.1 | $1.4M | 43k | 32.77 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $1.4M | +17% | 26k | 53.03 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.1 | $1.3M | -19% | 17k | 80.21 |
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| Ishares Msci Eurozone Etf (EZU) | 0.1 | $1.3M | -13% | 21k | 61.94 |
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| Boeing Company (BA) | 0.1 | $1.3M | 5.8k | 215.83 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $1.2M | 16k | 76.40 |
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| Home Depot (HD) | 0.1 | $1.2M | -18% | 3.0k | 405.19 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $1.2M | +11% | 16k | 76.72 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $1.1M | +99% | 18k | 65.00 |
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| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.1 | $1.1M | +2% | 19k | 62.12 |
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| Starwood Property Trust (STWD) | 0.1 | $1.1M | -4% | 56k | 19.87 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $1.1M | 34k | 31.62 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.1M | 2.2k | 490.38 |
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| Cadence Design Systems (CDNS) | 0.1 | $1.0M | -2% | 2.9k | 351.26 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $978k | 17k | 58.85 |
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| Waste Management (WM) | 0.1 | $941k | 4.3k | 220.83 |
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| Chevron Corporation (CVX) | 0.1 | $940k | 6.1k | 155.29 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $922k | 2.0k | 468.31 |
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| Intuit (INTU) | 0.1 | $919k | 1.3k | 682.91 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $905k | +61% | 7.6k | 119.51 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $899k | 14k | 62.97 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $888k | 15k | 60.03 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.1 | $862k | 17k | 50.83 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $849k | 8.9k | 95.19 |
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| Honeywell International (HON) | 0.1 | $842k | 4.0k | 210.50 |
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| Invesco Exchange Traded Fd T S&p 500 Eql Enr (RSP) | 0.1 | $815k | 4.3k | 189.70 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $805k | +4% | 19k | 43.30 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $803k | +32% | 8.3k | 96.46 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $790k | 26k | 30.29 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $779k | +185% | 20k | 39.22 |
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| Cullen/Frost Bankers (CFR) | 0.1 | $770k | 6.1k | 126.77 |
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| Las Vegas Sands (LVS) | 0.1 | $764k | -14% | 14k | 53.79 |
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| Schlumberger Com Stk (SLB) | 0.1 | $762k | 22k | 34.66 |
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| Select Sector Spdr Tr Communication (XLC) | 0.1 | $748k | 6.3k | 118.37 |
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| CVS Caremark Corporation (CVS) | 0.1 | $735k | -18% | 9.8k | 75.39 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $719k | 42k | 17.16 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $705k | 22k | 31.42 |
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| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.1 | $655k | 13k | 50.40 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $627k | -29% | 10k | 60.08 |
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| Tesla Motors (TSLA) | 0.1 | $625k | -5% | 1.4k | 444.72 |
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| Dell Technologies CL C (DELL) | 0.1 | $625k | 4.4k | 141.77 |
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| Snowflake Cl A (SNOW) | 0.1 | $611k | -2% | 2.7k | 225.55 |
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| Tko Group Holdings Cl A (TKO) | 0.1 | $607k | 3.0k | 201.96 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $602k | -33% | 38k | 16.01 |
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| Paypal Holdings (PYPL) | 0.1 | $601k | -21% | 9.0k | 67.06 |
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| Johnson & Johnson (JNJ) | 0.1 | $590k | 3.2k | 185.42 |
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| Urban Outfitters (URBN) | 0.0 | $558k | 7.8k | 71.43 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $554k | -26% | 10k | 54.18 |
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| Ishares Tr Broad Usd High (USHY) | 0.0 | $546k | 14k | 37.78 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $544k | 6.1k | 89.37 |
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| Ge Vernova (GEV) | 0.0 | $535k | 870.00 | 614.90 |
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| 3M Company (MMM) | 0.0 | $523k | 3.4k | 155.18 |
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| First Tr Exchange Traded Nasdaq Ctb Etf (CIBR) | 0.0 | $520k | 6.8k | 76.01 |
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| Global X Fds Global X Uranium (URA) | 0.0 | $500k | NEW | 11k | 47.67 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $487k | 9.5k | 51.09 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $465k | +20% | 5.1k | 91.75 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $448k | 3.5k | 128.24 |
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| Fiserv (FI) | 0.0 | $445k | 3.5k | 128.93 |
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| C H Robinson Worldwide Com New (CHRW) | 0.0 | $426k | 3.2k | 133.02 |
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| Target Corporation (TGT) | 0.0 | $421k | 4.7k | 89.70 |
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| Lululemon Athletica (LULU) | 0.0 | $416k | 2.3k | 177.93 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $392k | 3.9k | 99.95 |
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| International Bancshares Corporation | 0.0 | $390k | 5.7k | 68.75 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $389k | 7.3k | 53.40 |
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| Ishares Msci Germany Etf (EWG) | 0.0 | $383k | 9.2k | 41.61 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $374k | 750.00 | 499.21 |
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| Ishares Tr Mcsi Eafe Etf (EFA) | 0.0 | $369k | +9% | 4.0k | 93.37 |
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| Ishares Tr Europe Etf (IEV) | 0.0 | $367k | 5.6k | 65.48 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $359k | 3.5k | 102.99 |
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| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $354k | 10k | 35.43 |
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| On Hldg Namen Akt A (ONON) | 0.0 | $354k | -3% | 8.4k | 42.35 |
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| Ishares Tr Mcsi China Etf (MCHI) | 0.0 | $352k | 5.4k | 65.85 |
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| Ishares Tr Faln Angls Usd (FALN) | 0.0 | $346k | +22% | 13k | 27.78 |
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| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $346k | 3.9k | 88.62 |
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| Ishares Tr Mbs Etf (MBB) | 0.0 | $338k | 3.6k | 95.15 |
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| Medtronic SHS (MDT) | 0.0 | $334k | 3.5k | 95.95 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $319k | 2.3k | 140.95 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $311k | 3.8k | 81.19 |
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| Netflix (NFLX) | 0.0 | $306k | NEW | 255.00 | 1198.92 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $299k | 1.1k | 279.84 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $268k | -11% | 2.7k | 100.69 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $268k | +29% | 2.4k | 111.47 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $263k | 1.3k | 206.51 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $256k | NEW | 2.4k | 106.49 |
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| Ishares Tr Expanded Tech (IGV) | 0.0 | $253k | 2.2k | 115.01 |
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| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $227k | NEW | 3.2k | 70.24 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $224k | 2.5k | 89.62 |
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| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.0 | $222k | 3.5k | 62.71 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $208k | NEW | 370.00 | 562.27 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $208k | 2.1k | 100.70 |
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| Qualcomm (QCOM) | 0.0 | $205k | -28% | 1.2k | 166.36 |
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Past Filings by Mmbg Investment Advisors
SEC 13F filings are viewable for Mmbg Investment Advisors going back to 2021
- Mmbg Investment Advisors 2025 Q3 filed Nov. 7, 2025
- Mmbg Investment Advisors 2025 Q2 filed Aug. 12, 2025
- Mmbg Investment Advisors 2025 Q1 filed April 25, 2025
- Mmbg Investment Advisors 2024 Q4 filed Feb. 14, 2025
- Mmbg Investment Advisors 2024 Q3 filed Nov. 13, 2024
- Mmbg Investment Advisors 2024 Q2 filed Aug. 13, 2024
- Mmbg Investment Advisors 2024 Q1 filed May 10, 2024
- Mmbg Investment Advisors 2023 Q4 filed Feb. 14, 2024
- Mmbg Investment Advisors 2023 Q3 filed Nov. 14, 2023
- Mmbg Investment Advisors 2023 Q2 filed Aug. 11, 2023
- Mmbg Investment Advisors 2023 Q1 filed May 11, 2023
- Mmbg Investment Advisors 2022 Q4 restated filed Feb. 13, 2023
- Mmbg Investment Advisors 2022 Q4 filed Feb. 7, 2023
- Mmbg Investment Advisors 2022 Q3 filed Nov. 14, 2022
- Mmbg Investment Advisors 2022 Q1 restated filed Aug. 2, 2022
- Mmbg Investment Advisors 2022 Q2 filed Aug. 2, 2022