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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$91B
$3.18 Million 0.36% of portfolio
23,210
Q1 2025 Added 7.24%
$95B
$2.67 Million 0.3% of portfolio
42,125
Q1 2025 Added 13.32%
$53.9B
$2.53 Million 0.29% of portfolio
42,900
Q1 2023 New
$765B
$2.51 Million 0.28% of portfolio
3,034
Q1 2025 Added 93.87%
$0
$2.25 Million 0.26% of portfolio
27,254
Q1 2025 Added 3.81%
$142B
$2.28 Million 0.26% of portfolio
89,815
Q1 2025 Reduced 1.74%
$173B
$2.32 Million 0.26% of portfolio
4,575
Q1 2024 Reduced 7.76%
$337B
$2.34 Million 0.26% of portfolio
11,160
Q2 2024 Added 5.83%
$394M
$2.14 Million 0.24% of portfolio
295,700
Q4 2024 Reduced 7.51%
$160B
$2.08 Million 0.24% of portfolio
29,985
Q1 2025 Added 69.74%
$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%
$213B
$2.03 Million 0.23% of portfolio
22,563
Q4 2023 Reduced 2.08%
$165B
$1.9 Million 0.22% of portfolio
6,102
Q3 2024 Added 6.27%
$0
$1.96 Million 0.22% of portfolio
17,725
Q1 2025 Reduced 5.62%
$622B
$1.87 Million 0.21% of portfolio
3,510
Q1 2025 Reduced 25.48%
$155B
$1.88 Million 0.21% of portfolio
4,010
Q1 2025 Reduced 9.38%
$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%
$382B
$1.64 Million 0.19% of portfolio
4,480
Q1 2025 Reduced 3.55%
$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%
$60.2B
$1.39 Million 0.16% of portfolio
8,158
Q1 2025 Added 40.7%
$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%
$138B
$1.4 Million 0.16% of portfolio
8,220
Q1 2025 Reduced 1.09%
$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%
$6.11B
$1.16 Million 0.13% of portfolio
58,615
Q4 2022 Reduced 31.54%
$0
$1.04 Million 0.12% of portfolio
33,755
Q4 2022 Reduced 0.03%
$228B
$1.02 Million 0.12% of portfolio
13,879
Q1 2025 Added 86.07%
$89.1B
$1.01 Million 0.11% of portfolio
3,965
Q1 2025 Added 59.05%
$94.7B
$986,000 0.11% of portfolio
4,260
Q4 2021 New
$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%
$37.2B
$839,000 0.1% of portfolio
43,200
Q4 2024 New
$201B
$863,000 0.1% of portfolio
1,085
Q1 2025 New
$0
$845,000 0.1% of portfolio
28,080
Q3 2023 Added 31.95%
$151B
$847,000 0.1% of portfolio
4,002
Q1 2025 Reduced 29.34%
$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%
$220B
$825,000 0.09% of portfolio
1,345
Q1 2022 Reduced 94.83%
$54.7B
$779,000 0.09% of portfolio
41,905
Q4 2022 Added 121.66%

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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