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CIK: 0001765876
Total reported value
$1.3B
$1.3B
166 檔
27.5%
During the Q3 2024 filing period, Mmbg Investment Advisors Co. (CIK: 0001765876) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.3B across 166 reported positions.
Mmbg Investment Advisors Co. executed strategic sector rebalancing during Q3 2024, establishing 4 new positions while fully exiting 1 holdings and trimming 25 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.20% | +0.37% | -2.83% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.93% | -0.66% | -0.14% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.19% | -0.04% | -0.28% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.57% | +0.56% | -0.55% | |
| 5 | ✓ | Betterware De Mexc S A P I D | Stock-Other | 5.38% | -0.66% | +0.17% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.25% | -0.47% | -5.11% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-Other | 3.75% | -0.13% | -1.74% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.45% | +0.02% | -0.12% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 3.15% | +0.08% | +3.93% | |
| 10 | CRM | Salesforce Inc | Stock-Tech | 2.22% | -0.56% | +2.06% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.75% | -0.14% | -4.25% | |
| 12 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.71% | -0.09% | -3.75% | |
| 13 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.68% | +0.10% | +3.73% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.57% | -0.08% | -13.60% | |
| 15 | BAC | Bank Of America CORP | Stock-Financials | 1.48% | +0.05% | -5.85% | |
| 16 | XLF | Ss Financial Select Sector | ETF-Other | 1.45% | -0.03% | +1.04% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.41% | -0.40% | -1.70% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.21% | +0.12% | +7.84% | |
| 19 | IBB | Ishares Biotechnology ETF | ETF-Tech | 1.19% | -0.02% | — | |
| 20 | MU | Micron Technology Inc | Stock-Tech | 1.13% | +1.64% | +2.12% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | +0.13% | +34.36% | |
| 22 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.10% | -0.03% | +2.69% | |
| 23 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.09% | +0.54% | +16.82% | |
| 24 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.07% | -0.24% | -13.76% | |
| 25 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.94% | -0.25% | +13.59% | |
| 26 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.92% | -0.17% | +51.97% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.92% | +0.06% | -9.55% | |
| 28 | TCEHY | Tencent Holdings Ltd-uns Adr | Stock-Other | 0.85% | — | -4.86% | |
| 29 | DHR | Danaher CORP | Stock-Healthcare | 0.79% | -0.13% | +61.47% | |
| 30 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.77% | +0.05% | — | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | +0.16% | +876.51% | |
| 32 | XLK | Ss Technology Select Sector | ETF-Tech | 0.72% | +0.10% | +3.93% | |
| 33 | UBER | Uber Technologies Inc | Stock-Industrials | 0.70% | -0.08% | +4.30% | |
| 34 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.67% | -0.01% | +3.91% | |
| 35 | CX | Cemex Sab-spons Adr Part Cer | Stock-Other | 0.59% | -0.10% | — | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.58% | +0.09% | -2.15% | |
| 37 | FDX | Fedex CORP | Stock-Industrials | 0.58% | -0.11% | -8.19% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.55% | -0.06% | -1.76% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.54% | +0.25% | -12.84% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.54% | -0.11% | -6.06% | |
| 41 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.52% | -0.52% | EXIT | |
| 42 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.50% | -0.18% | -11.52% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.46% | -0.09% | +0.17% | |
| 44 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.44% | -0.08% | — | |
| 45 | FMX | Fomento Economico Mex-sp Adr | Stock-Other | 0.43% | — | — | |
| 46 | ETN | Eaton Corporation plc | Stock-Industrials | 0.41% | +0.01% | — | |
| 47 | XLE | Ss Energy Select Sector | ETF-Other | 0.40% | -0.13% | +3.99% | |
| 48 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.38% | -0.03% | +8.48% | |
| 49 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.38% | -0.01% | -18.74% | |
| 50 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.35% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CX | Cemex Sab-spons Adr Part Cer | +0.6% | NEW | New buy |
| 2 | AAPL | Apple Inc | +0.5% | -2.83% | Trim |
| 3 | ETN | Eaton Corporation plc | +0.4% | NEW | New buy |
| 4 | TMO | Thermo Fisher Scientific Inc | +0.4% | +51.97% | Add |
| 5 | DHR | Danaher CORP | +0.3% | +61.47% | Add |
| 6 | VOO | Vanguard S&p 500 ETF | +0.3% | +34.36% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.3% | -5.11% | Trim |
| 8 | SHOP | Shopify Inc - Class A | +0.2% | +13.59% | Add |
| 9 | WMT | Walmart Inc | +0.2% | -1.70% | Trim |
| 10 | GS | Goldman Sachs Group Inc | +0.2% | +3.73% | Add |
| 11 | USIG | Ishares Broad Usd Investment | +0.2% | NEW | New buy |
| 12 | CRM | Salesforce Inc | +0.1% | +2.06% | Add |
| 13 | XLF | Ss Financial Select Sector | +0.1% | +1.04% | Add |
| 14 | V | Visa Inc-class A Shares | +0.1% | +7.84% | Add |
| 15 | XLY | Ss Consumer Disc Select Sect | +0.1% | +2.69% | Add |
| 16 | BABA | Alibaba Group Holding-sp Adr | +0.1% | -11.52% | Trim |
| 17 | MELI | Mercadolibre Inc | +0.1% | +19.93% | Add |
| 18 | SMH | Vaneck Semiconductor ETF | +0.1% | +16.82% | Add |
| 19 | TCEHY | Tencent Holdings Ltd-uns Adr | +0.1% | -4.86% | Trim |
| 20 | APO | Apollo Global Management Inc | +0.1% | +32.79% | Add |
| 21 | RTX | Rtx CORP | +0.1% | +0.17% | Add |
| 22 | SBUX | Starbucks CORP | +0.1% | -13.76% | Trim |
| 23 | DE | Deere & Co | +0.1% | +39.26% | Add |
| 24 | IEMG | Ishares Core Msci Emerging | +0.1% | +70.49% | Add |
| 25 | IHI | Ishares U.s. Medical Devices | +0.1% | +180.09% | Add |
| 26 | USHY | Ishares Broad Usd High Yield | +0.1% | NEW | New buy |
| 27 | JPM | Jpmorgan Chase & Co | +0.1% | -0.12% | Trim |
| 28 | UNH | Unitedhealth Group Inc | +0.1% | -1.76% | Trim |
| 29 | MCD | Mcdonald's CORP | +0.1% | -6.06% | Trim |
| 30 | XLV | Ss Health Care Select Sector | 0% | -1.74% | Trim |
| 31 | IBB | Ishares Biotechnology ETF | 0% | — | Unchanged |
| 32 | NVDA | Nvidia CORP | 0% | +3.93% | Add |
| 33 | PFE | Pfizer Inc | -0.1% | -19.73% | Trim |
| 34 | IXG | Ishares Global Financials Et | -0.1% | EXIT | Sold out |
| 35 | GM | General Motors Co | -0.1% | -31.70% | Trim |
| 36 | DXJ | Wisdomtree Japan Hedged Eq | -0.1% | -5.56% | Trim |
| 37 | SHV | Ishares 0-1 Year Treasury Bo | -0.1% | -18.74% | Trim |
| 38 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | -12.84% | Trim |
| 39 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -9.55% | Trim |
| 40 | FDX | Fedex CORP | -0.1% | -8.19% | Trim |
| 41 | BAC | Bank Of America CORP | -0.1% | -5.85% | Trim |
| 42 | DIS | Walt Disney Co/the | -0.2% | -3.75% | Trim |
| 43 | MU | Micron Technology Inc | -0.3% | +2.12% | Add |
| 44 | SNOW | Snowflake Inc | -0.4% | -86.23% | Trim |
| 45 | HON | Honeywell International Inc | -0.4% | -58.32% | Trim |
| 46 | GOOG | Alphabet Inc-cl C | -0.5% | -13.60% | Trim |
| 47 | AMZN | Amazon.com Inc | -0.5% | -0.28% | Trim |
| 48 | MSFT | Microsoft CORP | -0.5% | -0.14% | Trim |
| 49 | GOOGL | Alphabet Inc-cl A | -0.8% | -0.55% | Trim |
| 50 | ✓ | Betterware De Mexc S A P I D | -1% | +0.17% | Add |
According to official SEC Form 13F filings, Mmbg Investment Advisors Co. reported a total U.S. public equity portfolio value of $1.3B across 166 disclosed positions in Q3 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 27.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
CX
市值: $5.6M
Top Position Liquidated / Trimmed
IXG
前期市值: $729.9K
During Q3 2024, Mmbg Investment Advisors Co.'s top holdings by market value included AAPL (10.2%)、MSFT (7.9%)、AMZN (7.2%). The largest single position, AAPL, represented 10.2% of total portfolio value.
In Q3 2024, Mmbg Investment Advisors Co. made 49 total portfolio adjustments, initiating 4 new buys, adding to 19 positions, trimming 25 holdings, and fully liquidating 1 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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