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CIK: 0001765876
Total reported value
$1.3B
$1.3B
152 檔
28.5%
At the close of Q2 2024, Mmbg Investment Advisors Co. disclosed equity holdings valued at approximately $1.3B, spread across 152 reported holdings.
During Q2 2024, Mmbg Investment Advisors Co.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.74% | +0.37% | -3.31% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.47% | -0.66% | -5.35% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.68% | -0.04% | -7.70% | |
| 4 | ✓ | Betterware De Mexc S A P I D | Stock-Other | 6.35% | -0.66% | -0.14% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.32% | +0.56% | -0.73% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.00% | -0.47% | -8.74% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-Other | 3.71% | -0.13% | — | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.40% | +0.02% | -7.65% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 3.17% | +0.08% | +869.33% | |
| 10 | CRM | Salesforce Inc | Stock-Tech | 2.10% | -0.56% | +0.21% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.04% | -0.08% | -15.72% | |
| 12 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.89% | -0.09% | -0.01% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.78% | -0.14% | — | |
| 14 | BAC | Bank Of America CORP | Stock-Financials | 1.62% | +0.05% | -4.64% | |
| 15 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.52% | +0.10% | — | |
| 16 | MU | Micron Technology Inc | Stock-Tech | 1.44% | +1.64% | -2.53% | |
| 17 | XLF | Ss Financial Select Sector | ETF-Other | 1.34% | -0.03% | -0.58% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.24% | -0.40% | -3.99% | |
| 19 | IBB | Ishares Biotechnology ETF | ETF-Tech | 1.16% | -0.02% | — | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.10% | +0.12% | +0.19% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.02% | +0.06% | -0.38% | |
| 22 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.02% | +0.54% | +3.14% | |
| 23 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.01% | -0.24% | +23.00% | |
| 24 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.00% | -0.03% | -8.44% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | +0.13% | -13.86% | |
| 26 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.79% | +0.05% | -17.91% | |
| 27 | TCEHY | Tencent Holdings Ltd-uns Adr | Stock-Other | 0.78% | — | — | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 0.71% | +0.10% | -3.62% | |
| 29 | FDX | Fedex CORP | Stock-Industrials | 0.71% | -0.11% | -29.71% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.70% | +0.16% | -5.28% | |
| 31 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.70% | -0.25% | +17.76% | |
| 32 | HON | Honeywell International Inc | Stock-Industrials | 0.67% | -0.04% | -2.49% | |
| 33 | UBER | Uber Technologies Inc | Stock-Industrials | 0.67% | -0.08% | +2.04% | |
| 34 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.66% | -0.01% | — | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.64% | +0.25% | +0.22% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.60% | +0.09% | — | |
| 37 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.60% | -0.52% | EXIT | |
| 38 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.56% | -0.17% | +9.34% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.50% | -0.06% | — | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.49% | -0.11% | — | |
| 41 | FMX | Fomento Economico Mex-sp Adr | Stock-Other | 0.48% | — | — | |
| 42 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.48% | -0.01% | -1.38% | |
| 43 | DHR | Danaher CORP | Stock-Healthcare | 0.45% | -0.13% | +10.34% | |
| 44 | SNOW | Snowflake Inc | Stock-Tech | 0.42% | +0.01% | +19.77% | |
| 45 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.42% | -0.08% | — | |
| 46 | XLE | Ss Energy Select Sector | ETF-Other | 0.41% | -0.13% | -14.48% | |
| 47 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.40% | -0.18% | +1.99% | |
| 48 | RTX | Rtx CORP | Stock-Industrials | 0.39% | -0.09% | — | |
| 49 | PFE | Pfizer Inc | Stock-Healthcare | 0.35% | -0.02% | EXIT | |
| 50 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.34% | -0.03% | — |
According to official SEC Form 13F filings, Mmbg Investment Advisors Co. reported a total U.S. public equity portfolio value of $1.3B across 152 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AMZN) accounted for 28.5% of total reported equity market value during Q2 2024.
During Q2 2024, Mmbg Investment Advisors Co.'s top holdings by market value included AAPL (9.7%)、MSFT (8.5%)、AMZN (7.7%). The largest single position, AAPL, represented 9.7% of total portfolio value.
In Q2 2024, Mmbg Investment Advisors Co. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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