Mmbg Investment Advisors
Latest statistics and disclosures from Mmbg Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, GOOGL, MSFT, AMZN, BWMX, and represent 37.48% of Mmbg Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: SHV (+$5.3M), NFLX, XLK, NOW, XLY, SPY, COST, XLE, DSI, BRK.B.
- Started 13 new stock positions in EUAD, GRAB, IETC, BIIB, VTI, SUSA, SE, OBDC, ANGX, KO. DSI, FDL, AIQ.
- Reduced shares in these 10 stocks: XLV, STZ, DIS, GOOGL, AAPL, MS, TMUS, , , .
- Sold out of its positions in URA, SHLD, ISRG, EWG, SLV, FLOT, MDLZ, MS, NEE, QCOM. SLB, TMUS, TGT, MMM, MDT.
- Mmbg Investment Advisors was a net buyer of stock by $6.6M.
- Mmbg Investment Advisors has $1.2B in assets under management (AUM), dropping by 5.14%.
- Central Index Key (CIK): 0001765876
Tip: Access up to 7 years of quarterly data
Positions held by Mmbg Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Mmbg Investment Advisors
Mmbg Investment Advisors holds 177 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 9.1 | $108M | 397k | 271.86 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 8.5 | $101M | -2% | 322k | 313.00 |
|
| Microsoft Corporation (MSFT) | 7.6 | $91M | 187k | 483.62 |
|
|
| Amazon (AMZN) | 7.4 | $88M | 381k | 230.82 |
|
|
| Betterware De Mxc S A B De C Shs New (BWMX) | 4.9 | $58M | 4.1M | 14.21 |
|
|
| Meta Platforms Cl A (META) | 4.6 | $54M | 83k | 660.09 |
|
|
| NVIDIA Corporation (NVDA) | 4.0 | $48M | 256k | 186.50 |
|
|
| JPMorgan Chase & Co. (JPM) | 3.9 | $46M | 142k | 322.22 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 3.0 | $35M | 113k | 313.80 |
|
|
| Goldman Sachs (GS) | 2.6 | $31M | +2% | 35k | 879.00 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 2.2 | $27M | -14% | 171k | 154.80 |
|
| salesforce (CRM) | 1.6 | $20M | -7% | 74k | 265.33 |
|
| Wal-Mart Stores (WMT) | 1.6 | $19M | 168k | 111.64 |
|
|
| Broadcom (AVGO) | 1.5 | $18M | -4% | 51k | 346.10 |
|
| Visa Com Cl A (V) | 1.3 | $16M | 46k | 350.71 |
|
|
| Cemex Sab De Cv Spon Adr New (CX) | 1.3 | $16M | -2% | 1.4M | 11.49 |
|
| Micron Technology (MU) | 1.3 | $16M | -7% | 55k | 285.52 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $15M | +16% | 22k | 683.90 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.2 | $15M | -2% | 40k | 360.13 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.1 | $13M | +5% | 42k | 304.68 |
|
| Bank of America Corporation (BAC) | 1.1 | $13M | -4% | 229k | 55.00 |
|
| Shopify Cl A (SHOP) | 1.1 | $13M | -2% | 78k | 160.97 |
|
| Tencent Music Entmt Group Spon Ads (TCEHY) | 1.0 | $12M | 163k | 76.55 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $11M | -2% | 17k | 627.13 |
|
| Uber Technologies (UBER) | 0.9 | $10M | +3% | 125k | 81.71 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.9 | $10M | +4% | 184k | 54.77 |
|
| Thermo Fisher Scientific (TMO) | 0.8 | $9.3M | +5% | 16k | 579.88 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $9.1M | -7% | 15k | 614.31 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $9.0M | 8.4k | 1074.68 |
|
|
| Costco Wholesale Corporation (COST) | 0.6 | $7.5M | +35% | 8.7k | 862.34 |
|
| Eaton Corp SHS (ETN) | 0.6 | $7.5M | 24k | 318.51 |
|
|
| Ishares Tr Short Treas Bd (SHV) | 0.6 | $7.4M | +248% | 68k | 110.15 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.6 | $7.1M | +107% | 50k | 143.97 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.6 | $7.1M | -6% | 48k | 146.58 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.6 | $6.9M | +90% | 58k | 119.41 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.5 | $6.4M | -2% | 38k | 168.77 |
|
| UnitedHealth (UNH) | 0.5 | $6.1M | 18k | 330.11 |
|
|
| Walt Disney Company (DIS) | 0.5 | $5.6M | -31% | 49k | 114.67 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.5 | $5.5M | -17% | 7.3k | 753.78 |
|
| Danaher Corporation (DHR) | 0.5 | $5.4M | +3% | 24k | 229.24 |
|
| Raytheon Technologies Corp (RTX) | 0.4 | $5.3M | -3% | 29k | 183.40 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.4 | $5.1M | -12% | 35k | 144.16 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $4.8M | +59% | 9.5k | 502.65 |
|
| Starbucks Corporation (SBUX) | 0.4 | $4.7M | -6% | 56k | 84.21 |
|
| McDonald's Corporation (MCD) | 0.4 | $4.5M | 15k | 305.63 |
|
|
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.4 | $4.4M | 44k | 101.07 |
|
|
| MercadoLibre (MELI) | 0.4 | $4.4M | +21% | 2.2k | 2014.26 |
|
| Netflix (NFLX) | 0.4 | $4.2M | +17315% | 44k | 93.76 |
|
| Apollo Global Mgmt (APO) | 0.3 | $4.1M | +16% | 28k | 144.76 |
|
| Vanguard Intl Equity Index Ftse Europe Etf (VGK) | 0.3 | $3.9M | +3% | 47k | 83.61 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $3.9M | 51k | 77.68 |
|
|
| Abbvie (ABBV) | 0.3 | $3.9M | 17k | 228.49 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $3.8M | +100% | 84k | 44.71 |
|
| Servicenow (NOW) | 0.3 | $3.7M | +885% | 25k | 153.19 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $3.6M | +35% | 43k | 82.82 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $3.5M | 43k | 81.17 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $3.0M | -18% | 15k | 199.68 |
|
| Codere Online Luxembourg S A Ordinary Shares (CDRO) | 0.2 | $2.9M | 366k | 8.03 |
|
|
| Astrazeneca Sponsored Adr | 0.2 | $2.6M | +82% | 28k | 91.93 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $2.6M | +29% | 2.4k | 1069.86 |
|
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.2 | $2.5M | 16k | 155.12 |
|
|
| Merck & Co (MRK) | 0.2 | $2.4M | 23k | 106.11 |
|
|
| S&p Global (SPGI) | 0.2 | $2.4M | 4.6k | 522.59 |
|
|
| FedEx Corporation (FDX) | 0.2 | $2.4M | -23% | 8.2k | 290.54 |
|
| Ishares Tr Us Industrials (IYJ) | 0.2 | $2.3M | 16k | 148.17 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $2.3M | -14% | 5.8k | 396.31 |
|
| Spotify Technology S A SHS (SPOT) | 0.2 | $2.3M | +63% | 4.0k | 580.71 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $2.3M | +116% | 73k | 30.96 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $2.3M | +149% | 19k | 119.35 |
|
| Vaguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $2.2M | +38% | 28k | 79.73 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $2.1M | +19% | 32k | 67.22 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $2.1M | +49% | 40k | 52.88 |
|
| Amgen (AMGN) | 0.2 | $2.0M | 6.0k | 327.31 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.9M | 2.8k | 684.94 |
|
|
| Barrick Mng Corp Com Shs (B) | 0.2 | $1.9M | 44k | 43.55 |
|
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.2 | $1.9M | 15k | 128.93 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.2 | $1.8M | 28k | 65.10 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $1.8M | +21% | 9.4k | 194.91 |
|
| Boeing Company (BA) | 0.2 | $1.8M | +41% | 8.2k | 217.12 |
|
| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $1.8M | NEW | 14k | 128.83 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.7M | 3.0k | 570.88 |
|
|
| Ishares Msci Jpn Etf New (EWJ) | 0.1 | $1.6M | +21% | 20k | 80.74 |
|
| Palo Alto Networks (PANW) | 0.1 | $1.6M | +6% | 8.9k | 184.20 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.6M | 25k | 66.00 |
|
|
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.1 | $1.5M | 16k | 93.12 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $1.5M | -5% | 30k | 50.88 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $1.4M | +4% | 17k | 85.77 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $1.4M | 28k | 51.77 |
|
|
| Nike CL B (NKE) | 0.1 | $1.4M | -37% | 22k | 64.27 |
|
| Ishares Msci Eurozone Etf (EZU) | 0.1 | $1.4M | 21k | 64.10 |
|
|
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.1 | $1.3M | +12% | 21k | 64.39 |
|
| Deere & Company (DE) | 0.1 | $1.3M | -32% | 2.7k | 467.19 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $1.1M | +28% | 23k | 49.65 |
|
| Starwood Property Trust (STWD) | 0.1 | $1.0M | 56k | 18.49 |
|
|
| Home Depot (HD) | 0.1 | $1.0M | 3.0k | 344.10 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.0M | 2.2k | 468.76 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $1.0M | 20k | 50.79 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $976k | 17k | 58.73 |
|
|
| Waste Management (WM) | 0.1 | $936k | 4.3k | 219.71 |
|
|
| Cadence Design Systems (CDNS) | 0.1 | $935k | +3% | 3.0k | 312.58 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $932k | 2.0k | 473.19 |
|
|
| Las Vegas Sands (LVS) | 0.1 | $924k | 14k | 65.09 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $908k | +5% | 9.4k | 96.28 |
|
| Pfizer (PFE) | 0.1 | $893k | -41% | 36k | 24.90 |
|
| Intuit (INTU) | 0.1 | $891k | 1.3k | 662.42 |
|
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $887k | +11% | 21k | 42.87 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.1 | $887k | NEW | 6.4k | 139.34 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $887k | 15k | 59.93 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Eql Enr (RSP) | 0.1 | $884k | +7% | 4.6k | 191.56 |
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.1 | $860k | 17k | 50.70 |
|
|
| Ge Vernova (GEV) | 0.1 | $846k | +48% | 1.3k | 653.57 |
|
| Ishares Tr Us Trsprtion (IYT) | 0.1 | $841k | -52% | 11k | 74.51 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $837k | +6% | 28k | 30.20 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $801k | 8.3k | 96.16 |
|
|
| Honeywell International (HON) | 0.1 | $781k | 4.0k | 195.09 |
|
|
| CVS Caremark Corporation (CVS) | 0.1 | $774k | 9.8k | 79.36 |
|
|
| Cullen/Frost Bankers (CFR) | 0.1 | $769k | 6.1k | 126.63 |
|
|
| Tesla Motors (TSLA) | 0.1 | $746k | +17% | 1.7k | 449.72 |
|
| Chevron Corporation (CVX) | 0.1 | $732k | -20% | 4.8k | 152.41 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $724k | +151% | 2.7k | 269.18 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.1 | $724k | -2% | 6.2k | 117.72 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $692k | +9% | 41k | 16.74 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $691k | 42k | 16.49 |
|
|
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.1 | $689k | 13k | 53.06 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $649k | 10k | 62.15 |
|
|
| First Tr Exchange Traded Nasdaq Ctb Etf (CIBR) | 0.1 | $643k | +31% | 9.0k | 71.45 |
|
| Tko Group Holdings Cl A (TKO) | 0.1 | $628k | 3.0k | 209.00 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $600k | +126% | 5.4k | 110.19 |
|
| Urban Outfitters (URBN) | 0.0 | $588k | 7.8k | 75.26 |
|
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $580k | +25% | 6.3k | 91.38 |
|
| Dell Technologies CL C (DELL) | 0.0 | $555k | 4.4k | 125.88 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $550k | 10k | 53.76 |
|
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $545k | NEW | 43k | 12.80 |
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $540k | 14k | 37.40 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $540k | +66% | 3.8k | 143.52 |
|
| Johnson & Johnson (JNJ) | 0.0 | $539k | -18% | 2.6k | 206.95 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $516k | 3.2k | 161.39 |
|
|
| Constellation Brands Cl A (STZ) | 0.0 | $516k | -86% | 3.7k | 137.96 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $492k | -7% | 5.6k | 87.16 |
|
| Grab Holdings Class A Ord (GRAB) | 0.0 | $466k | NEW | 93k | 4.99 |
|
| Snowflake Cl A (SNOW) | 0.0 | $462k | -22% | 2.1k | 219.36 |
|
| Angel Studios Cl A Com (ANGX) | 0.0 | $451k | NEW | 97k | 4.67 |
|
| Lululemon Athletica (LULU) | 0.0 | $436k | -10% | 2.1k | 207.81 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $402k | 3.9k | 102.54 |
|
|
| First Tr Exchange-traded SHS (FDL) | 0.0 | $399k | NEW | 9.0k | 44.34 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $398k | 7.3k | 54.71 |
|
|
| On Hldg Namen Akt A (ONON) | 0.0 | $388k | 8.4k | 46.48 |
|
|
| Ishares Tr Europe Etf (IEV) | 0.0 | $384k | 5.6k | 68.60 |
|
|
| Ishares U S Etf Tr U.s. Tech Indepd (IETC) | 0.0 | $384k | NEW | 3.8k | 101.65 |
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $380k | 3.9k | 97.40 |
|
|
| Ishares Tr Mcsi Eafe Etf (EFA) | 0.0 | $379k | 4.0k | 96.03 |
|
|
| International Bancshares Corporation (IBOC) | 0.0 | $377k | 5.7k | 66.44 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $370k | -29% | 6.3k | 58.38 |
|
| Ishares Tr Faln Angls Usd (FALN) | 0.0 | $370k | +8% | 14k | 27.30 |
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $364k | 10k | 36.39 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $358k | +33% | 3.6k | 100.70 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $355k | 3.5k | 101.67 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $338k | 3.6k | 95.22 |
|
|
| Ishares Tr Mcsi China Etf (MCHI) | 0.0 | $321k | 5.4k | 60.07 |
|
|
| Spinnaker Etf Series Select Stoxx Eur (EUAD) | 0.0 | $320k | NEW | 7.6k | 42.13 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $310k | -53% | 10k | 29.89 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $308k | 3.8k | 80.63 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $295k | NEW | 880.00 | 335.27 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $286k | 370.00 | 771.87 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $270k | 1.3k | 212.07 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $257k | 2.4k | 107.11 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $242k | -33% | 500.00 | 483.67 |
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $233k | 2.2k | 105.69 |
|
|
| Fiserv (FI) | 0.0 | $232k | 3.5k | 67.17 |
|
|
| Coca-Cola Company (KO) | 0.0 | $230k | NEW | 3.3k | 69.91 |
|
| Sea Sponsord Ads (SE) | 0.0 | $227k | NEW | 1.8k | 127.57 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $227k | +100% | 5.0k | 45.35 |
|
| Biogen Idec (BIIB) | 0.0 | $220k | NEW | 1.2k | 175.99 |
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.0 | $215k | 3.5k | 60.61 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $207k | 2.1k | 100.38 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $206k | -57% | 1.5k | 137.87 |
|
| Global X Fds Artificial Etf (AIQ) | 0.0 | $201k | NEW | 3.9k | 50.98 |
|
Past Filings by Mmbg Investment Advisors
SEC 13F filings are viewable for Mmbg Investment Advisors going back to 2021
- Mmbg Investment Advisors 2025 Q4 filed Feb. 9, 2026
- 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