Mmbg Investment Advisors

Mmbg Investment Advisors as of Dec. 31, 2025

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 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 35k 879.00
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.2 $27M 171k 154.80
salesforce (CRM) 1.6 $20M 74k 265.33
Wal-Mart Stores (WMT) 1.6 $19M 168k 111.64
Broadcom (AVGO) 1.5 $18M 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 1.4M 11.49
Micron Technology (MU) 1.3 $16M 55k 285.52
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $15M 22k 683.90
Vaneck Etf Trust Semiconductr Etf (SMH) 1.2 $15M 40k 360.13
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.1 $13M 42k 304.68
Bank of America Corporation (BAC) 1.1 $13M 229k 55.00
Shopify Cl A (SHOP) 1.1 $13M 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 17k 627.13
Uber Technologies (UBER) 0.9 $10M 125k 81.71
Select Sector Spdr Tr Financial (XLF) 0.9 $10M 184k 54.77
Thermo Fisher Scientific (TMO) 0.8 $9.3M 16k 579.88
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $9.1M 15k 614.31
Eli Lilly & Co. (LLY) 0.8 $9.0M 8.4k 1074.68
Costco Wholesale Corporation (COST) 0.6 $7.5M 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 68k 110.15
Select Sector Spdr Tr Technology (XLK) 0.6 $7.1M 50k 143.97
Alibaba Group Hldg Sponsored Ads (BABA) 0.6 $7.1M 48k 146.58
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.6 $6.9M 58k 119.41
Ishares Tr Ishares Biotech (IBB) 0.5 $6.4M 38k 168.77
UnitedHealth (UNH) 0.5 $6.1M 18k 330.11
Walt Disney Company (DIS) 0.5 $5.6M 49k 114.67
Vanguard World Fds Inf Tech Etf (VGT) 0.5 $5.5M 7.3k 753.78
Danaher Corporation (DHR) 0.5 $5.4M 24k 229.24
Raytheon Technologies Corp (RTX) 0.4 $5.3M 29k 183.40
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.4 $5.1M 35k 144.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $4.8M 9.5k 502.65
Starbucks Corporation (SBUX) 0.4 $4.7M 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 2.2k 2014.26
Netflix (NFLX) 0.4 $4.2M 44k 93.76
Apollo Global Mgmt (APO) 0.3 $4.1M 28k 144.76
Vanguard Intl Equity Index Ftse Europe Etf (VGK) 0.3 $3.9M 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 84k 44.71
Servicenow (NOW) 0.3 $3.7M 25k 153.19
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $3.6M 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 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 28k 91.93
Asml Holding N V N Y Registry Shs (ASML) 0.2 $2.6M 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 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 5.8k 396.31
Spotify Technology S A SHS (SPOT) 0.2 $2.3M 4.0k 580.71
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $2.3M 73k 30.96
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $2.3M 19k 119.35
Vaguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $2.2M 28k 79.73
Ishares Core Msci Emkt (IEMG) 0.2 $2.1M 32k 67.22
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $2.1M 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 9.4k 194.91
Boeing Company (BA) 0.2 $1.8M 8.2k 217.12
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $1.8M 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 20k 80.74
Palo Alto Networks (PANW) 0.1 $1.6M 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 30k 50.88
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $1.4M 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 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 21k 64.39
Deere & Company (DE) 0.1 $1.3M 2.7k 467.19
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $1.1M 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 3.0k 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 9.4k 96.28
Pfizer (PFE) 0.1 $893k 36k 24.90
Intuit (INTU) 0.1 $891k 1.3k 662.42
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $887k 21k 42.87
Ishares Tr Esg Optimized (SUSA) 0.1 $887k 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 4.6k 191.56
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.1 $860k 17k 50.70
Ge Vernova (GEV) 0.1 $846k 1.3k 653.57
Ishares Tr Us Trsprtion (IYT) 0.1 $841k 11k 74.51
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $837k 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 1.7k 449.72
Chevron Corporation (CVX) 0.1 $732k 4.8k 152.41
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $724k 2.7k 269.18
Select Sector Spdr Tr Communication (XLC) 0.1 $724k 6.2k 117.72
Nu Hldgs Ord Shs Cl A (NU) 0.1 $692k 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 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 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 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 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 3.8k 143.52
Johnson & Johnson (JNJ) 0.0 $539k 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 3.7k 137.96
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $492k 5.6k 87.16
Grab Holdings Class A Ord (GRAB) 0.0 $466k 93k 4.99
Snowflake Cl A (SNOW) 0.0 $462k 2.1k 219.36
Angel Studios Cl A Com (ANGX) 0.0 $451k 97k 4.67
Lululemon Athletica (LULU) 0.0 $436k 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 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 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 6.3k 58.38
Ishares Tr Faln Angls Usd (FALN) 0.0 $370k 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 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 7.6k 42.13
Comcast Corp Cl A (CMCSA) 0.0 $310k 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 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 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 3.3k 69.91
Sea Sponsord Ads (SE) 0.0 $227k 1.8k 127.57
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $227k 5.0k 45.35
Biogen Idec (BIIB) 0.0 $220k 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 1.5k 137.87
Global X Fds Artificial Etf (AIQ) 0.0 $201k 3.9k 50.98