Mmbg Investment Advisors
Latest statistics and disclosures from Mmbg Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AMZN, MSFT, GOOGL, BWMX, and represent 36.93% of Mmbg Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: AMZN (+$5.3M), VOO, GLD, MSFT, COST, IGV, STZ, LLY, TSM, ETN.
- Started 14 new stock positions in GLD, NOW, SGOV, MCHI, ORCL, RSP, IGV, IVE, ULTA, UL. RIVN, Veren, GEV, EFA.
- Reduced shares in these 10 stocks: XLV, DIS, WMT, TCEHY, META, XLF, SPY, BABA, SHOP, BAC.
- Sold out of its positions in C, F, EWH, TMUS.
- Mmbg Investment Advisors was a net seller of stock by $-733k.
- Mmbg Investment Advisors has $885M in assets under management (AUM), dropping by -6.05%.
- Central Index Key (CIK): 0001765876
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Portfolio Holdings for Mmbg Investment Advisors
Mmbg Investment Advisors holds 168 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Apple (AAPL) | 10.4 | $92M | 416k | 222.13 |
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Amazon (AMZN) | 7.9 | $70M | +8% | 369k | 190.26 |
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Microsoft Corporation (MSFT) | 7.6 | $67M | +2% | 179k | 375.39 |
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Alphabet Cap Stk Cl A (GOOGL) | 5.6 | $50M | +2% | 323k | 154.64 |
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Betterware De Mxc S A B De C Shs New (BWMX) | 5.3 | $47M | 4.1M | 11.37 |
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Meta Platforms Cl A (META) | 5.3 | $47M | -4% | 81k | 576.36 |
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JPMorgan Chase & Co. (JPM) | 4.0 | $36M | 145k | 245.30 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 3.3 | $29M | -14% | 197k | 146.01 |
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NVIDIA Corporation (NVDA) | 2.7 | $24M | +5% | 219k | 108.39 |
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salesforce (CRM) | 2.2 | $20M | 73k | 268.36 |
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Goldman Sachs (GS) | 2.1 | $19M | +4% | 34k | 546.29 |
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Visa Com Cl A (V) | 1.6 | $14M | -4% | 40k | 350.46 |
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Alphabet Cap Stk Cl C (GOOG) | 1.6 | $14M | 90k | 156.23 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.5 | $13M | -11% | 23k | 561.08 |
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Tencent Music Entmt Group Spon Ads (TCEHY) | 1.3 | $12M | -17% | 180k | 63.84 |
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Wal-Mart Stores (WMT) | 1.3 | $11M | -18% | 130k | 88.03 |
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Select Sector Spdr Tr Financial (XLF) | 1.3 | $11M | -14% | 225k | 49.81 |
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Bank of America Corporation (BAC) | 1.2 | $10M | -9% | 248k | 41.73 |
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Walt Disney Company (DIS) | 1.2 | $10M | -21% | 105k | 98.70 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $10M | +42% | 19k | 514.00 |
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Vaneck Etf Trust Semiconductr Etf (SMH) | 1.1 | $9.6M | +7% | 45k | 211.47 |
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Shopify Cl A (SHOP) | 1.1 | $9.3M | -12% | 98k | 95.48 |
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Uber Technologies (UBER) | 0.9 | $8.1M | +9% | 111k | 72.86 |
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Cemex Sab De Cv Spon Adr New (CX) | 0.9 | $7.8M | 1.4M | 5.61 |
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Broadcom (AVGO) | 0.8 | $7.5M | +10% | 45k | 167.43 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $7.4M | -2% | 16k | 469.63 |
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Alibaba Group Hldg Sponsored Ads (BABA) | 0.8 | $7.1M | -18% | 54k | 132.23 |
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Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.8 | $6.8M | -13% | 35k | 197.46 |
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Thermo Fisher Scientific (TMO) | 0.7 | $6.3M | -13% | 13k | 498.03 |
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Constellation Brands Cl A (STZ) | 0.7 | $6.2M | +27% | 34k | 183.52 |
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.7 | $6.2M | +23% | 37k | 166.68 |
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Select Sector Spdr Tr Technology (XLK) | 0.7 | $5.9M | 28k | 206.48 |
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Micron Technology (MU) | 0.6 | $5.7M | +3% | 66k | 87.00 |
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Ishares Tr Ishares Biotech (IBB) | 0.6 | $5.4M | 42k | 127.90 |
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UnitedHealth (UNH) | 0.6 | $5.4M | +13% | 10k | 523.75 |
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Starbucks Corporation (SBUX) | 0.6 | $5.3M | -11% | 54k | 98.09 |
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Costco Wholesale Corporation (COST) | 0.6 | $5.1M | +43% | 5.4k | 945.78 |
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McDonald's Corporation (MCD) | 0.6 | $5.0M | -4% | 16k | 312.37 |
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Vanguard World Fds Inf Tech Etf (VGT) | 0.6 | $4.9M | +5% | 9.1k | 542.38 |
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Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.5 | $4.8M | -4% | 44k | 110.18 |
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Danaher Corporation (DHR) | 0.5 | $4.7M | -15% | 23k | 205.32 |
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Eaton Corp SHS (ETN) | 0.5 | $4.6M | +35% | 17k | 271.83 |
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.5 | $4.2M | 51k | 81.67 |
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Select Sector Spdr Tr Energy (XLE) | 0.5 | $4.1M | 44k | 93.45 |
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Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.5 | $4.1M | 42k | 97.58 |
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Raytheon Technologies Corp (RTX) | 0.4 | $3.9M | -16% | 30k | 132.46 |
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FedEx Corporation (FDX) | 0.4 | $3.4M | 14k | 245.16 |
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Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $3.4M | 24k | 140.44 |
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Vanguard Intl Equity Index Ftse Europe Etf (VGK) | 0.4 | $3.3M | -2% | 48k | 70.21 |
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MercadoLibre (MELI) | 0.4 | $3.3M | -21% | 1.7k | 1950.87 |
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Apollo Global Mgmt (APO) | 0.4 | $3.2M | +7% | 23k | 136.94 |
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Nike CL B (NKE) | 0.3 | $2.7M | +13% | 42k | 63.88 |
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Ishares Gold Tr Ishares New (IAU) | 0.3 | $2.5M | 43k | 58.96 |
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Eli Lilly & Co. (LLY) | 0.3 | $2.5M | +93% | 3.0k | 825.91 |
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Abbvie (ABBV) | 0.3 | $2.3M | 11k | 209.52 |
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S&p Global (SPGI) | 0.3 | $2.3M | 4.6k | 508.10 |
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Pfizer (PFE) | 0.3 | $2.3M | 90k | 25.34 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $2.3M | +3% | 27k | 82.73 |
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Codere Online Luxembourg S A Ordinary Shares (CDRO) | 0.2 | $2.1M | 296k | 7.25 |
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Novo-nordisk A S Adr (NVO) | 0.2 | $2.1M | +69% | 30k | 70.58 |
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Merck & Co (MRK) | 0.2 | $2.0M | 23k | 90.57 |
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Ishares Tr Us Industrials (IYJ) | 0.2 | $2.0M | 16k | 130.18 |
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Spdr Gold Tr Gold Shs (GLD) | 0.2 | $2.0M | NEW | 7.0k | 288.14 |
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Ishares Tr Short Treas Bd (SHV) | 0.2 | $2.0M | -5% | 18k | 110.46 |
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Amgen (AMGN) | 0.2 | $1.9M | 6.1k | 311.55 |
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Deere & Company (DE) | 0.2 | $1.9M | -9% | 4.0k | 470.97 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.9M | -25% | 3.5k | 532.58 |
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Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.2 | $1.8M | +135% | 14k | 131.07 |
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Ishares Tr Us Hlthcare Etf (IYH) | 0.2 | $1.8M | 29k | 60.89 |
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Ishares Tr U.s. Finls Etf (IYF) | 0.2 | $1.8M | 16k | 112.85 |
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Ishares Msci Jpn Etf New (EWJ) | 0.2 | $1.6M | -21% | 24k | 68.56 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.6M | 2.9k | 561.90 |
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Home Depot (HD) | 0.2 | $1.6M | -3% | 4.5k | 366.49 |
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Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.2 | $1.6M | -27% | 22k | 74.00 |
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Ishares Tr Us Trsprtion (IYT) | 0.2 | $1.5M | 24k | 64.03 |
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Vaguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $1.5M | 19k | 78.94 |
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Ishares Tr Expanded Tech (IGV) | 0.2 | $1.5M | NEW | 16k | 88.99 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.4M | +132% | 25k | 58.35 |
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Ishares Tr Usd Inv Grde Etf (USIG) | 0.2 | $1.4M | 28k | 51.08 |
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Boeing Company (BA) | 0.2 | $1.4M | 8.2k | 170.55 |
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Palo Alto Networks (PANW) | 0.2 | $1.4M | +40% | 8.2k | 170.64 |
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Ishares Core Msci Emkt (IEMG) | 0.2 | $1.4M | 26k | 53.97 |
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Ishares Msci Eurozone Etf (EZU) | 0.1 | $1.3M | 25k | 53.25 |
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Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.1 | $1.3M | -3% | 24k | 54.41 |
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Starwood Property Trust (STWD) | 0.1 | $1.2M | 59k | 20.25 |
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Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $1.0M | 34k | 30.73 |
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Astrazeneca Sponsored Adr (AZN) | 0.1 | $1.0M | +86% | 14k | 73.50 |
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Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $1.0M | +7% | 19k | 52.37 |
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Cadence Design Systems (CDNS) | 0.1 | $1.0M | +59% | 4.0k | 254.33 |
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Waste Management (WM) | 0.1 | $986k | 4.3k | 231.51 |
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Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $975k | 17k | 58.69 |
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Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $889k | 15k | 60.19 |
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $879k | 15k | 59.40 |
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Servicenow (NOW) | 0.1 | $864k | NEW | 1.1k | 796.14 |
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Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.1 | $853k | 17k | 50.28 |
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Honeywell International (HON) | 0.1 | $847k | -29% | 4.0k | 211.75 |
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Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $845k | 28k | 30.10 |
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Barrick Gold Corp (GOLD) | 0.1 | $839k | 43k | 19.41 |
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Comcast Corp Cl A (CMCSA) | 0.1 | $828k | -2% | 22k | 36.90 |
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Intuit (INTU) | 0.1 | $826k | 1.3k | 613.99 |
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CVS Caremark Corporation (CVS) | 0.1 | $810k | -18% | 12k | 67.75 |
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Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $808k | 8.9k | 90.59 |
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Invesco Exchange Traded Fd T S&p 500 Eql Enr (RSP) | 0.1 | $780k | NEW | 4.5k | 173.23 |
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Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $779k | 42k | 18.59 |
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Fiserv (FI) | 0.1 | $762k | 3.5k | 220.83 |
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Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $762k | +14% | 2.2k | 352.58 |
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Cullen/Frost Bankers (CFR) | 0.1 | $760k | 6.1k | 125.20 |
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Paypal Holdings (PYPL) | 0.1 | $742k | -19% | 11k | 65.25 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $711k | 2.0k | 361.01 |
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Oracle Corporation (ORCL) | 0.1 | $703k | NEW | 5.0k | 139.81 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $694k | 15k | 45.26 |
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Lululemon Athletica (LULU) | 0.1 | $663k | -26% | 2.3k | 283.06 |
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Spotify Technology S A SHS (SPOT) | 0.1 | $660k | 1.2k | 550.03 |
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Ishares Tr Europe Etf (IEV) | 0.1 | $640k | 11k | 58.20 |
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Las Vegas Sands (LVS) | 0.1 | $640k | -5% | 17k | 38.63 |
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $632k | -9% | 15k | 42.52 |
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Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.1 | $617k | -43% | 13k | 47.48 |
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Select Sector Spdr Tr Communication (XLC) | 0.1 | $610k | 6.3k | 96.45 |
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Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $597k | -16% | 901.00 | 662.63 |
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Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $582k | +3% | 6.1k | 95.37 |
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Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $568k | -25% | 11k | 51.05 |
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Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $554k | 6.1k | 91.03 |
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Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $548k | 12k | 45.97 |
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Ishares Tr Broad Usd High (USHY) | 0.1 | $532k | 14k | 36.81 |
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Johnson & Johnson (JNJ) | 0.1 | $528k | 3.2k | 165.84 |
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3M Company (MMM) | 0.1 | $495k | 3.4k | 146.86 |
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Target Corporation (TGT) | 0.1 | $460k | 4.4k | 104.36 |
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Tko Group Holdings Cl A (TKO) | 0.1 | $459k | 3.0k | 152.81 |
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Chevron Corporation (CVX) | 0.0 | $435k | 2.6k | 167.29 |
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First Tr Exchange Traded Nasdaq Ctb Etf (CIBR) | 0.0 | $431k | 6.8k | 63.00 |
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Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $415k | 41k | 10.24 |
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Urban Outfitters (URBN) | 0.0 | $410k | 7.8k | 52.40 |
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Snowflake Cl A (SNOW) | 0.0 | $407k | -2% | 2.8k | 146.16 |
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Dell Technologies CL C (DELL) | 0.0 | $402k | +27% | 4.4k | 91.15 |
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Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $391k | +652% | 3.3k | 118.14 |
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Novartis Sponsored Adr (NVS) | 0.0 | $389k | 3.5k | 111.48 |
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Tesla Motors (TSLA) | 0.0 | $385k | +17% | 1.5k | 259.16 |
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On Hldg Namen Akt A (ONON) | 0.0 | $382k | 8.7k | 43.92 |
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Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $362k | 3.5k | 103.75 |
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Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $362k | 3.9k | 92.29 |
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International Bancshares Corporation (IBOC) | 0.0 | $357k | 5.7k | 63.06 |
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Coca-Cola Company (KO) | 0.0 | $356k | 4.9k | 72.13 |
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Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $356k | 3.9k | 91.20 |
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Qualcomm (QCOM) | 0.0 | $343k | 2.2k | 153.61 |
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Ishares Msci Germany Etf (EWG) | 0.0 | $341k | -73% | 9.2k | 37.08 |
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $339k | +15% | 3.7k | 91.73 |
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Lockheed Martin Corporation (LMT) | 0.0 | $335k | 750.00 | 446.71 |
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Ishares Tr Mbs Etf (MBB) | 0.0 | $333k | 3.6k | 93.78 |
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C H Robinson Worldwide Com New (CHRW) | 0.0 | $330k | 3.2k | 103.02 |
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Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $325k | 4.1k | 78.89 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $318k | -51% | 7.3k | 43.70 |
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Medtronic SHS (MDT) | 0.0 | $315k | 3.5k | 90.56 |
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Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $309k | NEW | 844.00 | 366.54 |
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $303k | 3.0k | 100.62 |
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Pepsi (PEP) | 0.0 | $300k | 2.0k | 149.94 |
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Ishares Tr Mcsi Eafe Etf (EFA) | 0.0 | $294k | NEW | 3.6k | 81.73 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $292k | 2.3k | 128.96 |
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Ishares Tr Mcsi China Etf (MCHI) | 0.0 | $291k | NEW | 5.4k | 54.40 |
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Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $285k | 10k | 28.46 |
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Rivian Automotive Com Cl A (RIVN) | 0.0 | $274k | NEW | 22k | 12.45 |
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Ge Vernova (GEV) | 0.0 | $266k | NEW | 870.00 | 305.28 |
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Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $243k | NEW | 1.3k | 190.58 |
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First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $238k | 1.1k | 222.15 |
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Regeneron Pharmaceuticals (REGN) | 0.0 | $235k | 370.00 | 634.23 |
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Veren Com New | 0.0 | $233k | NEW | 35k | 6.62 |
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Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $215k | 2.5k | 85.98 |
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Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $208k | NEW | 2.1k | 100.67 |
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Unilever Spon Adr New (UL) | 0.0 | $201k | NEW | 3.4k | 59.55 |
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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 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
- Mmbg Investment Advisors 2022 Q1 filed May 6, 2022
- Mmbg Investment Advisors 2021 Q4 filed Feb. 14, 2022