Mmbg Investment Advisors

Latest statistics and disclosures from Mmbg Investment Advisors's latest quarterly 13F-HR filing:

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Positions held by Mmbg Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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