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Mmbg Investment Advisors

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

Top 5 stock holdings are BWMX, MSFT, AAPL, AMZN, META, and represent 37.77% of Mmbg Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: WMT (+$7.1M), IYH, IYT, SLB, UNH, PANW, ADBE, XLV, DE, RTX.
Started 6 new stock positions in ADBE, PANW, FVD, EWZ, SLB, FDN.
Reduced shares in these 10 stocks: META, BWMX, PFE, VOO, MSFT, NVDA, UBER, , PYPL, IYW.
Sold out of its positions in FTNT, ULTA, WFC.
Mmbg Investment Advisors was a net seller of stock by $-1.1M.
Mmbg Investment Advisors has $948M in assets under management (AUM), dropping by 11.57%.
Central Index Key (CIK): 0001765876

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Portfolio Holdings for Mmbg Investment Advisors

Mmbg Investment Advisors holds 160 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Betterware De Mxc S A B De C Shs New (BWMX)	8.6	$81M		4.1M	19.98	View chart
Microsoft Corporation (MSFT)	8.3	$79M		187k	420.72	View chart
Apple (AAPL)	8.1	$77M		446k	171.48	View chart
Amazon (AMZN)	7.6	$73M		402k	180.38	View chart
Meta Platforms Cl A (META)	5.2	$49M	-7%	101k	485.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	5.2	$49M		326k	150.93	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	3.7	$35M		237k	147.73	View chart
JPMorgan Chase & Co. (JPM)	3.6	$34M		170k	200.30	View chart
salesforce (CRM)	2.4	$23M		76k	301.18	View chart
NVIDIA Corporation (NVDA)	2.4	$22M	-3%	25k	903.56	View chart
Walt Disney Company (DIS)	2.3	$22M		177k	122.36	View chart
Alphabet Cap Stk Cl C (GOOG)	2.0	$19M		123k	152.26	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.7	$16M		31k	523.06	View chart
Bank of America Corporation (BAC)	1.6	$15M	-2%	397k	37.92	View chart
Goldman Sachs (GS)	1.4	$13M		31k	417.69	View chart
Select Sector Spdr Tr Financial (XLF)	1.4	$13M		305k	42.12	View chart
Micron Technology (MU)	1.3	$12M		105k	117.89	View chart
Visa Com Cl A (V)	1.2	$11M		39k	279.08	View chart
Ishares Tr Ishares Biotech (IBB)	1.1	$11M		79k	137.22	View chart
Wal-Mart Stores (WMT)	1.1	$11M	+200%	178k	60.17	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	1.1	$10M		56k	183.89	View chart
FedEx Corporation (FDX)	1.0	$9.1M		31k	289.74	View chart
Starbucks Corporation (SBUX)	1.0	$9.0M	+2%	99k	91.39	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$8.9M		20k	444.01	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$8.5M	-11%	18k	480.70	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.8	$8.0M	-4%	60k	135.06	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.8	$8.0M		35k	224.99	View chart
Constellation Brands Cl A (STZ)	0.7	$6.5M		24k	271.76	View chart
Uber Technologies (UBER)	0.7	$6.5M	-10%	84k	76.99	View chart
Shopify Cl A (SHOP)	0.7	$6.5M		84k	77.17	View chart
Nike CL B (NKE)	0.7	$6.4M	+2%	68k	93.98	View chart
Select Sector Spdr Tr Technology (XLK)	0.7	$6.3M		30k	208.27	View chart
Honeywell International (HON)	0.7	$6.2M		30k	205.25	View chart
Tencent Music Entmt Group Spon Ads (TCEHY)	0.6	$6.0M		155k	39.03	View chart
Broadcom (AVGO)	0.6	$5.7M		4.3k	1325.41	View chart
Fomento Economico Mexicano S Spon Adr Units (FMX)	0.6	$5.4M		42k	130.27	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.5	$5.1M		9.8k	524.34	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.5	$5.1M		49k	103.19	View chart
McDonald's Corporation (MCD)	0.5	$5.1M		18k	281.95	View chart
Thermo Fisher Scientific (TMO)	0.5	$5.0M	+5%	8.6k	581.21	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.5	$4.7M		34k	136.05	View chart
Select Sector Spdr Tr Energy (XLE)	0.5	$4.7M		49k	94.41	View chart
UnitedHealth (UNH)	0.5	$4.6M	+8%	9.2k	494.70	View chart
Ishares Tr Short Treas Bd (SHV)	0.5	$4.5M		41k	110.06	View chart
Snowflake Cl A (SNOW)	0.4	$4.0M	-2%	25k	161.60	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.4	$3.9M		51k	76.36	View chart
Danaher Corporation (DHR)	0.4	$3.8M		15k	249.72	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.4	$3.6M	+2%	50k	72.36	View chart
Raytheon Technologies Corp (RTX)	0.4	$3.5M	+8%	36k	97.53	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.3	$3.3M		62k	52.55	View chart
Pfizer (PFE)	0.3	$3.2M	-26%	116k	27.75	View chart
Vanguard Intl Equity Index Ftse Europe Etf (VGK)	0.3	$3.2M		47k	67.34	View chart
Merck & Co (MRK)	0.3	$3.0M		23k	131.95	View chart
CVS Caremark Corporation (CVS)	0.3	$2.6M		32k	79.76	View chart
Boeing Company (BA)	0.3	$2.6M		13k	192.99	View chart
Costco Wholesale Corporation (COST)	0.3	$2.5M	+4%	3.4k	732.63	View chart
Metropcs Communications (TMUS)	0.2	$2.4M	-4%	15k	163.22	View chart
Comcast Corp Cl A (CMCSA)	0.2	$2.3M	-9%	53k	43.35	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.2	$2.3M		33k	67.75	View chart
Home Depot (HD)	0.2	$2.3M		5.9k	383.60	View chart
Ishares Msci Jpn Etf New (EWJ)	0.2	$2.2M		30k	71.35	View chart
Las Vegas Sands (LVS)	0.2	$2.1M	-2%	41k	51.70	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$2.1M		5.0k	420.52	View chart
Codere Online Luxembourg S A Ordinary Shares (CDRO)	0.2	$2.1M	-5%	295k	6.96	View chart
Ishares Tr Us Industrials (IYJ)	0.2	$2.0M		16k	125.71	View chart
S&p Global (SPGI)	0.2	$1.9M	-7%	4.6k	425.45	View chart
Abbvie (ABBV)	0.2	$1.9M		11k	182.10	View chart
General Motors Company (GM)	0.2	$1.9M		42k	45.35	View chart
Apollo Global Mgmt (APO)	0.2	$1.8M		16k	112.45	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.2	$1.8M	+400%	29k	61.90	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$1.8M		43k	42.01	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$1.8M		22k	81.51	View chart
Ishares Tr Us Trsprtion (IYT)	0.2	$1.7M	+300%	24k	70.40	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.2	$1.7M		18k	95.65	View chart
Amgen (AMGN)	0.2	$1.6M		5.7k	284.32	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.5M		2.9k	525.73	View chart
Paypal Holdings (PYPL)	0.2	$1.5M	-23%	23k	66.99	View chart
Vaguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$1.5M		19k	77.02	View chart
Ishares Msci Eurozone Etf (EZU)	0.1	$1.3M		25k	51.06	View chart
Starwood Property Trust (STWD)	0.1	$1.2M		59k	20.33	View chart
Deere & Company (DE)	0.1	$1.1M	+32%	2.7k	410.74	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.1	$1.1M	-21%	23k	48.30	View chart
Ishares Msci Germany Etf (EWG)	0.1	$1.1M		34k	31.75	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.1M		34k	32.07	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.0M		4.1k	247.41	View chart
Ishares Msci Pac Jp Etf (EPP)	0.1	$997k		23k	42.81	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$955k	-6%	19k	51.06	View chart
Lauder Estee Cos Cl A (EL)	0.1	$913k		5.9k	154.15	View chart
Waste Management (WM)	0.1	$908k		4.3k	213.15	View chart
Intuit (INTU)	0.1	$874k		1.3k	650.00	View chart
Netflix (NFLX)	0.1	$854k		1.4k	607.33	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$851k		17k	51.11	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$847k		15k	58.06	View chart
Coca-Cola Company (KO)	0.1	$843k	-3%	14k	61.18	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$833k		28k	29.65	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$832k		17k	49.07	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$831k		6.9k	120.99	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$823k		20k	41.77	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$799k		11k	74.81	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$790k		19k	41.08	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$767k		12k	65.87	View chart
MercadoLibre (MELI)	0.1	$758k	+31%	501.00	1511.96	View chart
Ishares Tr Global Finls Etf (IXG)	0.1	$743k		8.6k	86.64	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$720k	+4%	14k	51.60	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$700k		12k	57.87	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$692k		16k	42.35	View chart
Cullen/Frost Bankers (CFR)	0.1	$683k		6.1k	112.57	View chart
Target Corporation (TGT)	0.1	$673k	-17%	3.8k	177.21	View chart
First Tr Exchange Traded Nasdaq Ctb Etf (CIBR)	0.1	$664k		12k	56.39	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$664k		2.0k	336.97	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$659k		42k	15.73	View chart
Ford Motor Company (F)	0.1	$654k		49k	13.28	View chart
Ishares Tr Europe Etf (IEV)	0.1	$612k		11k	55.67	View chart
Qualcomm (QCOM)	0.1	$601k		3.6k	169.30	View chart
Spdr Index Shs Fds Asia Pacif Etf (GMF)	0.1	$581k		5.6k	103.68	View chart
Fiserv (FI)	0.1	$551k		3.5k	159.82	View chart
Tesla Motors (TSLA)	0.1	$548k	+12%	3.1k	175.79	View chart
Biogen Idec (BIIB)	0.1	$528k		2.5k	215.63	View chart
Ishares Msci Hong Kg Etf (EWH)	0.1	$514k		33k	15.55	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$509k		6.2k	81.53	View chart
Johnson & Johnson (JNJ)	0.1	$503k	-6%	3.2k	158.19	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$492k		6.0k	81.66	View chart
Novartis Sponsored Adr (NVS)	0.1	$484k	-8%	5.0k	96.73	View chart
Lululemon Athletica (LULU)	0.0	$469k	+77%	1.2k	390.65	View chart
Lockheed Martin Corporation (LMT)	0.0	$464k	+7%	1.0k	454.87	View chart
Select Sector Spdr Tr Sbi Int-inds (XLI)	0.0	$462k		3.7k	125.96	View chart
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV)	0.0	$442k		7.4k	59.98	View chart
Schlumberger Com Stk (SLB)	0.0	$441k	NEW	8.1k	54.81	View chart
Chevron Corporation (CVX)	0.0	$410k		2.6k	157.74	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$365k		3.5k	104.67	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.0	$363k		3.9k	93.15	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$354k		3.9k	90.44	View chart
Pepsi (PEP)	0.0	$350k		2.0k	175.01	View chart
Urban Outfitters (URBN)	0.0	$339k		7.8k	43.42	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.0	$333k	-48%	3.2k	105.52	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$332k		3.3k	100.42	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$330k		15k	22.75	View chart
Palo Alto Networks (PANW)	0.0	$329k	NEW	1.2k	284.13	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$319k	-18%	4.1k	77.33	View chart
International Bancshares Corporation (IBOC)	0.0	$318k		5.7k	56.14	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$318k		10k	31.81	View chart
Spotify Technology S A SHS (SPOT)	0.0	$317k		1.2k	263.90	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$313k		3.5k	89.30	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$309k	+3%	5.3k	58.59	View chart
Adobe Systems Incorporated (ADBE)	0.0	$308k	NEW	610.00	504.60	View chart
On Hldg Namen Akt A (ONON)	0.0	$308k	+4%	8.7k	35.38	View chart
Moderna (MRNA)	0.0	$305k		2.9k	106.56	View chart
Medtronic SHS (MDT)	0.0	$303k		3.5k	87.15	View chart
3M Company (MMM)	0.0	$299k		3.4k	88.68	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.0	$298k	+20%	8.6k	34.68	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.0	$293k		3.2k	91.74	View chart
Crescent Capital Bdc (CCAP)	0.0	$288k		35k	8.19	View chart
Tko Group Holdings Cl A (TKO)	0.0	$260k		3.0k	86.41	View chart
C H Robinson Worldwide Com New (CHRW)	0.0	$244k		3.2k	76.14	View chart
Ishares Msci Brazil Etf (EWZ)	0.0	$233k	NEW	7.2k	32.42	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$232k		2.5k	92.89	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$219k	NEW	1.1k	205.09	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$214k		2.3k	94.31	View chart
Exchange Traded Concepts Tr Robo Glb Etf (ROBO)	0.0	$210k		3.6k	58.64	View chart
First Tr Value Line Divid In SHS (FVD)	0.0	$207k	NEW	4.9k	42.23	View chart

Past Filings by Mmbg Investment Advisors

SEC 13F filings are viewable for Mmbg Investment Advisors going back to 2021

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

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