Mmbg Investment Advisors Co. Portfolio Holdings

Mmbg Investment Advisors Co.

  • $883 Million
  • Q1 2025

Mmbg Investment Advisors Co. has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $883 Million distributed in 168 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $92.4M, Amazon Com Inc with a value of $70.1M, Microsoft Corp with a value of $67.2M, Alphabet Inc. with a value of $49.9M, and Betterware De Mexico, S.A.P.I. De C.V with a value of $47.1M.

Examining the 13F form we can see an decrease of $58.1M in the current position value, from $941M to 883M.

Below you can find more details about Mmbg Investment Advisors Co. portfolio as well as his latest detailed transactions.

Portfolio value $883 Million
Technology: $247 Million
ETFs: $176 Million
Consumer Cyclical: $148 Million
Communication Services: $134 Million
Financial Services: $88.3 Million
Healthcare: $32.7 Million
Consumer Defensive: $28.1 Million
Industrials: $18.2 Million
Other: $11 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28.8 Million 3.26% of portfolio
197,134
Q1 2025 Reduced 14.24%
$0
$12.9 Million 1.46% of portfolio
23,019
Q1 2025 Reduced 11.53%
$0
$11.2 Million 1.27% of portfolio
225,123
Q1 2025 Reduced 14.29%
$0
$9.98 Million 1.13% of portfolio
19,419
Q1 2025 Added 42.77%
$0
$9.61 Million 1.09% of portfolio
45,436
Q1 2025 Added 7.23%
$0
$7.43 Million 0.84% of portfolio
15,844
Q1 2025 Reduced 2.5%
$0
$6.81 Million 0.77% of portfolio
34,511
Q1 2025 Reduced 13.2%
$0
$5.87 Million 0.66% of portfolio
28,410
Q1 2025 Reduced 0.98%
$0
$5.42 Million 0.61% of portfolio
42,349
Q1 2025 Added 0.06%
$0
$4.91 Million 0.56% of portfolio
9,050
Q1 2025 Added 5.36%
$0
$4.84 Million 0.55% of portfolio
43,912
Q1 2025 Reduced 4.15%
$0
$4.1 Million 0.46% of portfolio
43,860
Q1 2025 Reduced 0.06%
$0
$3.89 Million 0.44% of portfolio
51,217
Q1 2025 Reduced 0.08%
$0
$3.38 Million 0.38% of portfolio
24,053
Q4 2024 Reduced 50.79%
$0
$3.35 Million 0.38% of portfolio
47,645
Q1 2025 Reduced 2.63%
$53.9B
$2.53 Million 0.29% of portfolio
42,900
Q1 2023 New
$107B
$2.02 Million 0.23% of portfolio
7,010
Q1 2025 New
$0
$2.03 Million 0.23% of portfolio
15,600
Q3 2023 Reduced 27.78%
$0
$1.96 Million 0.22% of portfolio
17,725
Q1 2025 Reduced 5.62%
$0
$1.84 Million 0.21% of portfolio
14,025
Q1 2025 Added 135.52%
$0
$1.77 Million 0.2% of portfolio
29,125
Q1 2024 Added 400.0%
$0
$1.77 Million 0.2% of portfolio
15,701
Q4 2024 Reduced 6.91%
$0
$1.65 Million 0.19% of portfolio
24,061
Q1 2025 Reduced 21.11%
$0
$1.64 Million 0.19% of portfolio
2,924
Q1 2022 Reduced 97.47%
$0
$1.64 Million 0.19% of portfolio
22,160
Q1 2025 Reduced 27.72%
$0
$1.46 Million 0.17% of portfolio
16,400
Q1 2025 New
$0
$1.53 Million 0.17% of portfolio
23,940
Q1 2024 Added 300.0%
$0
$1.51 Million 0.17% of portfolio
19,108
Q4 2023 Added 90.26%
$0
$1.42 Million 0.16% of portfolio
27,795
Q3 2024 New
$0
$1.43 Million 0.16% of portfolio
24,570
Q1 2025 Added 132.01%
$0
$1.38 Million 0.16% of portfolio
25,637
Q1 2025 Added 1.79%
$0
$1.31 Million 0.15% of portfolio
24,620
Q1 2022 Reduced 28.01%
$0
$1.28 Million 0.14% of portfolio
23,513
Q1 2025 Reduced 3.8%
$0
$1.04 Million 0.12% of portfolio
33,755
Q4 2022 Reduced 0.03%
$0
$975,000 0.11% of portfolio
16,615
Q3 2024 Added 37.43%
$0
$1.01 Million 0.11% of portfolio
19,332
Q1 2025 Added 7.21%
$0
$852,000 0.1% of portfolio
16,964
Q1 2022 Reduced 59.16%
$0
$845,000 0.1% of portfolio
28,080
Q3 2023 Added 31.95%
$0
$878,000 0.1% of portfolio
14,793
Q4 2024 New
$0
$889,000 0.1% of portfolio
14,775
Q3 2024 Added 180.09%
$0
$780,000 0.09% of portfolio
4,505
Q1 2025 New
$0
$808,000 0.09% of portfolio
8,923
Q4 2024 Added 20.21%
$0
$710,000 0.08% of portfolio
1,969
Q1 2022 Reduced 49.76%
$0
$694,000 0.08% of portfolio
15,336
Q2 2024 Reduced 22.12%
$0
$640,000 0.07% of portfolio
11,000
Q1 2022 Reduced 18.52%
$0
$609,000 0.07% of portfolio
6,320
Q4 2024 Added 16.61%
$0
$616,000 0.07% of portfolio
12,990
Q1 2025 Reduced 43.86%
$0
$581,000 0.07% of portfolio
6,099
Q1 2025 Added 3.39%
$0
$632,000 0.07% of portfolio
14,868
Q1 2025 Reduced 9.05%

Summary

  • Portfolio
  • No. of Stocks 168
  • Current Value $883 Million
  • Prior Value $941 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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