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CIK: 0001765876
Total reported value
$1.3B
$1.3B
158 檔
28.7%
The Q4 2024 SEC filing reveals that Mmbg Investment Advisors Co. held a total portfolio value of $1.3B, covering 158 public equity positions.
In Q4 2024, Mmbg Investment Advisors Co. adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.08% | +0.37% | -0.61% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.94% | -0.04% | -7.82% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.80% | -0.66% | -1.29% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.34% | +0.56% | -1.95% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.30% | -0.47% | -2.97% | |
| 6 | ✓ | Betterware De Mexc S A P I D | Stock-Other | 4.86% | -0.66% | +0.68% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.72% | +0.02% | -6.56% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-Other | 3.36% | -0.13% | -1.44% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.97% | +0.08% | -16.42% | |
| 10 | CRM | Salesforce Inc | Stock-Tech | 2.59% | -0.56% | -6.37% | |
| 11 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.98% | +0.10% | +0.58% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.82% | -0.08% | -0.02% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.62% | -0.14% | -10.93% | |
| 14 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.57% | -0.09% | -22.02% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.53% | -0.40% | -4.91% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.42% | +0.12% | — | |
| 17 | XLF | Ss Financial Select Sector | ETF-Other | 1.35% | -0.03% | -14.35% | |
| 18 | BAC | Bank Of America CORP | Stock-Financials | 1.29% | +0.05% | -22.74% | |
| 19 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.26% | -0.25% | -0.39% | |
| 20 | TCEHY | Tencent Holdings Ltd-uns Adr | Stock-Other | 1.23% | — | +47.92% | |
| 21 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.09% | +0.54% | -0.59% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.00% | +0.16% | +1.85% | |
| 23 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.95% | -0.03% | -24.37% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.88% | +0.06% | -9.76% | |
| 25 | CX | Cemex Sab-spons Adr Part Cer | Stock-Other | 0.83% | -0.10% | +51.02% | |
| 26 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.80% | -0.17% | +1.29% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | +0.13% | -33.77% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 0.71% | +0.10% | -5.76% | |
| 29 | DHR | Danaher CORP | Stock-Healthcare | 0.67% | -0.13% | — | |
| 30 | UBER | Uber Technologies Inc | Stock-Industrials | 0.65% | -0.08% | +12.86% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.63% | +0.25% | +0.33% | |
| 32 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.62% | -0.01% | +5.79% | |
| 33 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.59% | -0.02% | -46.12% | |
| 34 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.59% | -0.18% | +44.88% | |
| 35 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.59% | -0.24% | -41.87% | |
| 36 | MU | Micron Technology Inc | Stock-Tech | 0.57% | +1.64% | -38.79% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.57% | +0.09% | -10.05% | |
| 38 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.54% | -0.52% | EXIT | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.52% | -0.11% | — | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.48% | -0.06% | -0.77% | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.44% | -0.09% | -0.77% | |
| 42 | ETN | Eaton Corporation plc | Stock-Industrials | 0.44% | +0.01% | +3.71% | |
| 43 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.43% | -0.08% | — | |
| 44 | FDX | Fedex CORP | Stock-Industrials | 0.41% | -0.11% | -31.38% | |
| 45 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.41% | +0.05% | -50.79% | |
| 46 | XLE | Ss Energy Select Sector | ETF-Other | 0.40% | -0.13% | — | |
| 47 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.39% | +0.03% | +67.54% | |
| 48 | APO | Apollo Global Management Inc | Stock-Financials | 0.38% | -0.06% | — | |
| 49 | FMX | Fomento Economico Mex-sp Adr | Stock-Other | 0.38% | — | — | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.36% | -0.21% | +10.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.9% | -0.61% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | -1.95% | Trim |
| 3 | AMZN | Amazon.com Inc | +0.8% | -7.82% | Trim |
| 4 | TCEHY | Tencent Holdings Ltd-uns Adr | +0.4% | +47.92% | Add |
| 5 | CRM | Salesforce Inc | +0.4% | -6.37% | Trim |
| 6 | SHOP | Shopify Inc - Class A | +0.3% | -0.39% | Trim |
| 7 | GS | Goldman Sachs Group Inc | +0.3% | +0.58% | Add |
| 8 | AVGO | Broadcom Inc | +0.3% | +1.85% | Add |
| 9 | JPM | Jpmorgan Chase & Co | +0.3% | -6.56% | Trim |
| 10 | GOOG | Alphabet Inc-cl C | +0.3% | -0.02% | Trim |
| 11 | CX | Cemex Sab-spons Adr Part Cer | +0.2% | +51.02% | Add |
| 12 | V | Visa Inc-class A Shares | +0.2% | — | Unchanged |
| 13 | NVO | Novo-nordisk A/s-spons Adr | +0.2% | NEW | New buy |
| 14 | LLY | Eli Lilly & Co | +0.1% | NEW | New buy |
| 15 | WMT | Walmart Inc | +0.1% | -4.91% | Trim |
| 16 | MELI | Mercadolibre Inc | +0.1% | +67.54% | Add |
| 17 | APO | Apollo Global Management Inc | +0.1% | — | Unchanged |
| 18 | VGIT | Vanguard Intermediate-term T | +0.1% | NEW | New buy |
| 19 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +44.88% | Add |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.33% | Add |
| 21 | ABX | Barrick Gold CORP | +0.1% | NEW | New buy |
| 22 | IJH | Ishares Core S&p Midcap ETF | +0.1% | NEW | New buy |
| 23 | UBER | Uber Technologies Inc | -0.1% | +12.86% | Add |
| 24 | STZ | Constellation Brands Inc-a | -0.1% | +5.79% | Add |
| 25 | NKE | Nike Inc -cl B | -0.1% | -2.99% | Trim |
| 26 | FMX | Fomento Economico Mex-sp Adr | -0.1% | — | Unchanged |
| 27 | UNH | Unitedhealth Group Inc | -0.1% | -0.77% | Trim |
| 28 | ✓ | Codere Online Luxembourg S A | -0.1% | -7.51% | Trim |
| 29 | IXN | Ishares Global Tech ETF | -0.1% | EXIT | Sold out |
| 30 | XLF | Ss Financial Select Sector | -0.1% | -14.35% | Trim |
| 31 | LVS | Las Vegas Sands CORP | -0.1% | -53.35% | Trim |
| 32 | DHR | Danaher CORP | -0.1% | — | Unchanged |
| 33 | TMO | Thermo Fisher Scientific Inc | -0.1% | +1.29% | Add |
| 34 | HON | Honeywell International Inc | -0.1% | -53.74% | Trim |
| 35 | MSFT | Microsoft CORP | -0.1% | -1.29% | Trim |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -10.93% | Trim |
| 37 | GM | General Motors Co | -0.1% | EXIT | Sold out |
| 38 | DIS | Walt Disney Co/the | -0.1% | -22.02% | Trim |
| 39 | XLY | Ss Consumer Disc Select Sect | -0.2% | -24.37% | Trim |
| 40 | SHV | Ishares 0-1 Year Treasury Bo | -0.2% | -42.70% | Trim |
| 41 | FDX | Fedex CORP | -0.2% | -31.38% | Trim |
| 42 | NVDA | Nvidia CORP | -0.2% | -16.42% | Trim |
| 43 | BAC | Bank Of America CORP | -0.2% | -22.74% | Trim |
| 44 | VOO | Vanguard S&p 500 ETF | -0.4% | -33.77% | Trim |
| 45 | IYW | Ishares Ustechnology ETF | -0.4% | -50.79% | Trim |
| 46 | XLV | Ss Health Care Select Sector | -0.4% | -1.44% | Trim |
| 47 | SBUX | Starbucks CORP | -0.5% | -41.87% | Trim |
| 48 | ✓ | Betterware De Mexc S A P I D | -0.5% | +0.68% | Add |
| 49 | MU | Micron Technology Inc | -0.6% | -38.79% | Trim |
| 50 | IBB | Ishares Biotechnology ETF | -0.6% | -46.12% | Trim |
According to official SEC Form 13F filings, Mmbg Investment Advisors Co. reported a total U.S. public equity portfolio value of $1.3B across 158 disclosed positions in Q4 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, AMZN, MSFT) accounted for 28.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
NVO
市值: $1.5M
Top Position Liquidated / Trimmed
GM
前期市值: $1.3M
During Q4 2024, Mmbg Investment Advisors Co.'s top holdings by market value included AAPL (11.1%)、AMZN (7.9%)、MSFT (7.8%). The largest single position, AAPL, represented 11.1% of total portfolio value.
In Q4 2024, Mmbg Investment Advisors Co. made 46 total portfolio adjustments, initiating 5 new buys, adding to 11 positions, trimming 28 holdings, and fully liquidating 2 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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