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CIK: 0001765876
Total reported value
$1.3B
$1.3B
168 檔
25.9%
In Q1 2025, Mmbg Investment Advisors Co.'s U.S. equity holdings reached a combined market value of $1.3B, distributed across 168 disclosed stock positions.
Mmbg Investment Advisors Co. executed strategic sector rebalancing during Q1 2025, establishing 5 new positions while fully exiting 3 holdings and trimming 21 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.44% | +0.37% | -0.22% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.93% | -0.04% | +8.11% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.59% | -0.66% | +2.63% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.64% | +0.56% | +2.30% | |
| 5 | ✓ | Betterware De Mexc S A P I D | Stock-Other | 5.33% | -0.66% | +1.34% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.28% | -0.47% | -4.90% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.02% | +0.02% | -0.95% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-Other | 3.25% | -0.13% | -14.24% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.68% | +0.08% | +5.05% | |
| 10 | CRM | Salesforce Inc | Stock-Tech | 2.21% | -0.56% | +0.27% | |
| 11 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.11% | +0.10% | +4.57% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.60% | +0.12% | -4.60% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.59% | -0.08% | +0.32% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.46% | -0.14% | -11.53% | |
| 15 | TCEHY | Tencent Holdings Ltd-uns Adr | Stock-Other | 1.30% | — | -17.35% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 1.29% | -0.40% | -18.63% | |
| 17 | XLF | Ss Financial Select Sector | ETF-Other | 1.27% | -0.03% | -14.29% | |
| 18 | BAC | Bank Of America CORP | Stock-Financials | 1.17% | +0.05% | -9.88% | |
| 19 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.17% | -0.09% | -21.32% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | +0.13% | +42.77% | |
| 21 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.09% | +0.54% | +7.23% | |
| 22 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.05% | -0.25% | -12.66% | |
| 23 | UBER | Uber Technologies Inc | Stock-Industrials | 0.91% | -0.08% | +9.43% | |
| 24 | CX | Cemex Sab-spons Adr Part Cer | Stock-Other | 0.88% | -0.10% | — | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.85% | +0.16% | +10.25% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.84% | +0.06% | -2.50% | |
| 27 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.81% | -0.18% | -18.02% | |
| 28 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.77% | -0.03% | -13.20% | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.71% | -0.17% | -13.17% | |
| 30 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.70% | -0.01% | +27.87% | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.70% | +0.25% | +23.99% | |
| 32 | XLK | Ss Technology Select Sector | ETF-Tech | 0.66% | +0.10% | -0.98% | |
| 33 | MU | Micron Technology Inc | Stock-Tech | 0.65% | +1.64% | +3.08% | |
| 34 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.61% | -0.02% | +0.06% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.60% | -0.06% | +13.62% | |
| 36 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.60% | -0.24% | -11.39% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.57% | -0.21% | +43.77% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.57% | -0.11% | -4.99% | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.55% | +0.09% | +5.36% | |
| 40 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.55% | -0.52% | EXIT | |
| 41 | DHR | Danaher CORP | Stock-Healthcare | 0.53% | -0.13% | -15.99% | |
| 42 | ETN | Eaton Corporation plc | Stock-Industrials | 0.52% | +0.01% | +35.29% | |
| 43 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.47% | -0.08% | -0.08% | |
| 44 | XLE | Ss Energy Select Sector | ETF-Other | 0.46% | -0.13% | -0.06% | |
| 45 | FMX | Fomento Economico Mex-sp Adr | Stock-Other | 0.46% | — | — | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.45% | -0.09% | -16.92% | |
| 47 | FDX | Fedex CORP | Stock-Industrials | 0.38% | -0.11% | — | |
| 48 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.38% | +0.05% | — | |
| 49 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.38% | -0.03% | -2.63% | |
| 50 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.38% | +0.03% | -21.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | Betterware De Mexc S A P I D | +0.5% | +1.34% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.4% | +42.77% | Add |
| 3 | JPM | Jpmorgan Chase & Co | +0.3% | -0.95% | Trim |
| 4 | UBER | Uber Technologies Inc | +0.3% | +9.43% | Add |
| 5 | GLD | Spdr Gold Shares | +0.2% | NEW | New buy |
| 6 | BABA | Alibaba Group Holding-sp Adr | +0.2% | -18.02% | Trim |
| 7 | COST | Costco Wholesale CORP | +0.2% | +43.77% | Add |
| 8 | V | Visa Inc-class A Shares | +0.2% | -4.60% | Trim |
| 9 | IGV | Ishares Expanded Tech-softwa | +0.2% | NEW | New buy |
| 10 | LLY | Eli Lilly & Co | +0.2% | +93.87% | Add |
| 11 | XLI | Ss Industrial Select Sector | +0.1% | +135.52% | Add |
| 12 | UNH | Unitedhealth Group Inc | +0.1% | +13.62% | Add |
| 13 | NOW | Servicenow Inc | +0.1% | NEW | New buy |
| 14 | RSP | Invesco S&p 500 Equal Weight | +0.1% | NEW | New buy |
| 15 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +132.01% | Add |
| 16 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 17 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +69.74% | Add |
| 18 | FMX | Fomento Economico Mex-sp Adr | +0.1% | — | Unchanged |
| 19 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +86.07% | Add |
| 20 | SMH | Vaneck Semiconductor ETF | — | +7.23% | Add |
| 21 | AMZN | Amazon.com Inc | 0% | +8.11% | Add |
| 22 | META | Meta Platforms Inc-class A | 0% | -4.90% | Trim |
| 23 | FDX | Fedex CORP | 0% | — | Unchanged |
| 24 | IYW | Ishares Ustechnology ETF | 0% | — | Unchanged |
| 25 | QQQ | Invesco Qqq Trust Series 1 | 0% | -2.50% | Trim |
| 26 | XLK | Ss Technology Select Sector | -0.1% | -0.98% | Trim |
| 27 | AAXJ | Ishares Msci All Country Asi | -0.1% | -27.72% | Trim |
| 28 | F | Ford Motor Co | -0.1% | EXIT | Sold out |
| 29 | EWH | Ishares Msci Hong Kong ETF | -0.1% | EXIT | Sold out |
| 30 | PYPL | Paypal Holdings Inc | -0.1% | -19.82% | Trim |
| 31 | LULU | Lululemon Athletica Inc | -0.1% | -26.29% | Trim |
| 32 | XLF | Ss Financial Select Sector | -0.1% | -14.29% | Trim |
| 33 | EWG | Ishares Msci Germany ETF | -0.1% | -73.10% | Trim |
| 34 | TMO | Thermo Fisher Scientific Inc | -0.1% | -13.17% | Trim |
| 35 | XLV | Ss Health Care Select Sector | -0.1% | -14.24% | Trim |
| 36 | TMUS | T-mobile US Inc | -0.1% | EXIT | Sold out |
| 37 | BAC | Bank Of America CORP | -0.1% | -9.88% | Trim |
| 38 | DHR | Danaher CORP | -0.1% | -15.99% | Trim |
| 39 | AVGO | Broadcom Inc | -0.2% | +10.25% | Add |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -11.53% | Trim |
| 41 | XLY | Ss Consumer Disc Select Sect | -0.2% | -13.20% | Trim |
| 42 | MSFT | Microsoft CORP | -0.2% | +2.63% | Add |
| 43 | SHOP | Shopify Inc - Class A | -0.2% | -12.66% | Trim |
| 44 | GOOG | Alphabet Inc-cl C | -0.2% | +0.32% | Add |
| 45 | WMT | Walmart Inc | -0.2% | -18.63% | Trim |
| 46 | NVDA | Nvidia CORP | -0.3% | +5.05% | Add |
| 47 | CRM | Salesforce Inc | -0.4% | +0.27% | Add |
| 48 | DIS | Walt Disney Co/the | -0.4% | -21.32% | Trim |
| 49 | AAPL | Apple Inc | -0.6% | -0.22% | Trim |
| 50 | GOOGL | Alphabet Inc-cl A | -0.7% | +2.30% | 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 168 disclosed positions in Q1 2025.
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 25.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
GLD
市值: $2.0M
Top Position Liquidated / Trimmed
TMUS
前期市值: $1.1M
During Q1 2025, Mmbg Investment Advisors Co.'s top holdings by market value included AAPL (10.4%)、AMZN (7.9%)、MSFT (7.6%). The largest single position, AAPL, represented 10.4% of total portfolio value.
In Q1 2025, Mmbg Investment Advisors Co. made 47 total portfolio adjustments, initiating 5 new buys, adding to 18 positions, trimming 21 holdings, and fully liquidating 3 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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