Mmbg Investment Advisors

Mmbg Investment Advisors as of Dec. 31, 2024

Portfolio Holdings for Mmbg Investment Advisors

Mmbg Investment Advisors holds 158 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 11.1 $104M 417k 250.42
Amazon (AMZN) 7.9 $75M 341k 219.39
Microsoft Corporation (MSFT) 7.8 $74M 174k 421.50
Alphabet Cap Stk Cl A (GOOGL) 6.3 $60M 316k 189.30
Meta Platforms Cl A (META) 5.3 $50M 85k 585.51
Betterware De Mxc S A B De C Shs New (BWMX) 4.9 $46M 4.1M 11.18
JPMorgan Chase & Co. (JPM) 3.7 $35M 146k 239.71
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.4 $32M 230k 137.57
NVIDIA Corporation (NVDA) 3.0 $28M 208k 134.29
salesforce (CRM) 2.6 $24M 73k 334.33
Goldman Sachs (GS) 2.0 $19M 33k 572.62
Alphabet Cap Stk Cl C (GOOG) 1.8 $17M 90k 190.44
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $15M 26k 586.07
Walt Disney Company (DIS) 1.6 $15M 133k 111.35
Wal-Mart Stores (WMT) 1.5 $14M 160k 90.35
Visa Com Cl A (V) 1.4 $13M 42k 316.04
Select Sector Spdr Tr Financial (XLF) 1.3 $13M 263k 48.33
Bank of America Corporation (BAC) 1.3 $12M 276k 43.95
Shopify Cl A (SHOP) 1.3 $12M 112k 106.33
Tencent Music Entmt Group Spon Ads (TCEHY) 1.2 $12M 217k 53.19
Vaneck Etf Trust Semiconductr Etf (SMH) 1.1 $10M 42k 242.17
Broadcom (AVGO) 1.0 $9.4M 41k 231.84
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.9 $8.9M 40k 224.35
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $8.3M 16k 511.23
Cemex Sab De Cv Spon Adr New (CX) 0.8 $7.8M 1.4M 5.64
Thermo Fisher Scientific (TMO) 0.8 $7.5M 15k 520.23
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $7.3M 14k 538.81
Select Sector Spdr Tr Technology (XLK) 0.7 $6.7M 29k 232.52
Danaher Corporation (DHR) 0.7 $6.3M 27k 229.55
Uber Technologies (UBER) 0.6 $6.1M 101k 60.32
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.6 $5.9M 30k 197.49
Constellation Brands Cl A (STZ) 0.6 $5.9M 27k 221.00
Ishares Tr Ishares Biotech (IBB) 0.6 $5.6M 42k 132.21
Alibaba Group Hldg Sponsored Ads (BABA) 0.6 $5.6M 66k 84.79
Starbucks Corporation (SBUX) 0.6 $5.6M 61k 91.25
Micron Technology (MU) 0.6 $5.4M 64k 84.16
Vanguard World Fds Inf Tech Etf (VGT) 0.6 $5.3M 8.6k 621.80
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.5 $5.1M 46k 110.29
McDonald's Corporation (MCD) 0.5 $4.9M 17k 289.89
UnitedHealth (UNH) 0.5 $4.5M 9.0k 505.86
Raytheon Technologies Corp (RTX) 0.4 $4.1M 36k 115.72
Eaton Corp SHS (ETN) 0.4 $4.1M 12k 331.87
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.4 $4.0M 51k 78.61
FedEx Corporation (FDX) 0.4 $3.9M 14k 281.33
Ishares Tr U.s. Tech Etf (IYW) 0.4 $3.8M 24k 159.52
Select Sector Spdr Tr Energy (XLE) 0.4 $3.8M 44k 85.66
MercadoLibre (MELI) 0.4 $3.7M 2.2k 1700.44
Apollo Global Mgmt (APO) 0.4 $3.6M 22k 165.16
Fomento Economico Mexicano S Spon Adr Units (FMX) 0.4 $3.6M 42k 85.49
Costco Wholesale Corporation (COST) 0.4 $3.4M 3.7k 916.27
Vanguard Intl Equity Index Ftse Europe Etf (VGK) 0.3 $3.1M 49k 63.47
Nike CL B (NKE) 0.3 $2.8M 37k 75.67
Pfizer (PFE) 0.3 $2.4M 91k 26.53
S&p Global (SPGI) 0.2 $2.3M 4.6k 498.03
Merck & Co (MRK) 0.2 $2.2M 23k 99.48
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.2 $2.2M 31k 72.18
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $2.2M 26k 81.98
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $2.1M 4.7k 453.28
Ishares Gold Tr Ishares New (IAU) 0.2 $2.1M 43k 49.51
Ishares Tr Us Industrials (IYJ) 0.2 $2.1M 16k 133.52
Ishares Tr Short Treas Bd (SHV) 0.2 $2.1M 19k 110.11
Ishares Msci Jpn Etf New (EWJ) 0.2 $2.0M 31k 67.10
Abbvie (ABBV) 0.2 $2.0M 11k 177.70
Codere Online Luxembourg S A Ordinary Shares (CDRO) 0.2 $1.9M 296k 6.45
Deere & Company (DE) 0.2 $1.9M 4.4k 423.70
Home Depot (HD) 0.2 $1.8M 4.6k 388.99
Ishares Tr U.s. Finls Etf (IYF) 0.2 $1.7M 16k 110.58
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.7M 2.9k 588.68
Ishares Tr Us Hlthcare Etf (IYH) 0.2 $1.7M 29k 58.27
Ishares Tr Us Trsprtion (IYT) 0.2 $1.6M 24k 67.57
Amgen (AMGN) 0.2 $1.6M 6.1k 260.64
Novo-nordisk A S Adr (NVO) 0.2 $1.5M 18k 86.02
Vaguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $1.5M 19k 78.01
Boeing Company (BA) 0.2 $1.5M 8.3k 177.00
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $1.4M 28k 50.28
Ishares Core Msci Emkt (IEMG) 0.1 $1.3M 25k 52.22
Honeywell International (HON) 0.1 $1.3M 5.7k 225.89
Lululemon Athletica (LULU) 0.1 $1.2M 3.2k 382.41
Paypal Holdings (PYPL) 0.1 $1.2M 14k 85.35
Eli Lilly & Co. (LLY) 0.1 $1.2M 1.6k 772.00
Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.1 $1.2M 24k 48.15
Ishares Msci Eurozone Etf (EZU) 0.1 $1.2M 25k 47.20
Starwood Property Trust (STWD) 0.1 $1.1M 59k 18.95
Ishares Msci Germany Etf (EWG) 0.1 $1.1M 34k 31.82
Metropcs Communications (TMUS) 0.1 $1.1M 4.9k 220.73
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $1.1M 34k 31.44
Palo Alto Networks (PANW) 0.1 $1.1M 5.8k 181.96
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.1 $1.0M 23k 43.72
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $967k 17k 58.18
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $932k 18k 51.70
Las Vegas Sands (LVS) 0.1 $902k 18k 51.36
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $862k 15k 58.35
Comcast Corp Cl A (CMCSA) 0.1 $861k 23k 37.53
Waste Management (WM) 0.1 $860k 4.3k 201.79
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $858k 15k 58.00
Intuit (INTU) 0.1 $845k 1.3k 628.50
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.1 $844k 17k 49.74
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $839k 28k 29.86
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $821k 42k 19.59
Cullen/Frost Bankers (CFR) 0.1 $815k 6.1k 134.25
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $795k 8.9k 89.08
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $791k 2.0k 401.49
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $785k 6.0k 131.76
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $763k 15k 50.88
Asml Holding N V N Y Registry Shs (ASML) 0.1 $750k 1.1k 693.08
Cadence Design Systems (CDNS) 0.1 $749k 2.5k 300.46
Fiserv (FI) 0.1 $709k 3.5k 205.42
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $697k 16k 42.61
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $675k 15k 44.04
Barrick Gold Corp (GOLD) 0.1 $671k 43k 15.53
CVS Caremark Corporation (CVS) 0.1 $660k 15k 44.89
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $660k 11k 62.31
Crowdstrike Hldgs Cl A (CRWD) 0.1 $643k 1.9k 342.16
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $628k 15k 41.82
Select Sector Spdr Tr Communication (XLC) 0.1 $612k 6.3k 96.81
Target Corporation (TGT) 0.1 $596k 4.4k 135.18
Ishares Tr Europe Etf (IEV) 0.1 $573k 11k 52.06
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $545k 5.9k 92.45
Spotify Technology S A SHS (SPOT) 0.1 $537k 1.2k 447.38
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $532k 6.1k 87.33
Ishares Tr Broad Usd High (USHY) 0.1 $531k 14k 36.79
Tesla Motors (TSLA) 0.1 $511k 1.3k 403.84
Astrazeneca Sponsored Adr (AZN) 0.1 $489k 7.5k 65.52
Ford Motor Company (F) 0.1 $487k 49k 9.90
On Hldg Namen Akt A (ONON) 0.1 $476k 8.7k 54.77
Ishares Msci Hong Kg Etf (EWH) 0.0 $471k 28k 16.66
Johnson & Johnson (JNJ) 0.0 $460k 3.2k 144.62
Snowflake Cl A (SNOW) 0.0 $442k 2.9k 154.41
3M Company (MMM) 0.0 $435k 3.4k 129.09
First Tr Exchange Traded Nasdaq Ctb Etf (CIBR) 0.0 $434k 6.8k 63.45
Urban Outfitters (URBN) 0.0 $429k 7.8k 54.88
Tko Group Holdings Cl A (TKO) 0.0 $427k 3.0k 142.11
Nu Hldgs Ord Shs Cl A (NU) 0.0 $420k 41k 10.36
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $404k 12k 33.91
Dell Technologies CL C (DELL) 0.0 $399k 3.5k 115.24
Chevron Corporation (CVX) 0.0 $377k 2.6k 144.84
Lockheed Martin Corporation (LMT) 0.0 $365k 750.00 485.94
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $363k 3.9k 92.59
International Bancshares Corporation 0.0 $358k 5.7k 63.16
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.0 $347k 3.5k 99.54
Qualcomm (QCOM) 0.0 $343k 2.2k 153.62
Novartis Sponsored Adr (NVS) 0.0 $340k 3.5k 97.31
Ishares Tr Glob Hlthcre Etf (IXJ) 0.0 $335k 3.9k 85.97
C H Robinson Worldwide Com New (CHRW) 0.0 $331k 3.2k 103.32
Ishares Tr Mbs Etf (MBB) 0.0 $326k 3.6k 91.68
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $324k 4.1k 78.65
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $320k 10k 31.95
Coca-Cola Company (KO) 0.0 $307k 4.9k 62.26
Pepsi (PEP) 0.0 $304k 2.0k 152.06
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $302k 3.0k 100.34
Citigroup Com New (C) 0.0 $299k 4.3k 70.39
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.0 $292k 3.2k 91.43
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $288k 2.3k 127.59
Medtronic SHS (MDT) 0.0 $278k 3.5k 79.88
Regeneron Pharmaceuticals (REGN) 0.0 $264k 370.00 712.33
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $260k 1.1k 243.17
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $253k 440.00 575.12
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $210k 2.5k 84.14