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
$0
$780,000 0.09% of portfolio
4,505
Q1 2025 New
$8.68B
$759,000 0.09% of portfolio
6,070
Q1 2023 Added 51.75%
$99.3B
$761,000 0.09% of portfolio
2,160
Q1 2025 Added 14.89%
$77.1B
$809,000 0.09% of portfolio
11,955
Q1 2025 Reduced 18.67%
$156B
$828,000 0.09% of portfolio
22,442
Q1 2025 Reduced 2.12%
$0
$808,000 0.09% of portfolio
8,923
Q4 2024 Added 20.21%
$90B
$741,000 0.08% of portfolio
11,366
Q1 2025 Reduced 19.82%
$655B
$703,000 0.08% of portfolio
5,030
Q1 2025 New
$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%
$288B
$597,000 0.07% of portfolio
901
Q1 2025 Reduced 16.73%
$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%
$132B
$660,000 0.07% of portfolio
1,200
Q4 2023 New
$38.8B
$639,000 0.07% of portfolio
16,560
Q1 2025 Reduced 5.69%
$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%
$0
$554,000 0.06% of portfolio
6,086
Q3 2024 Added 168.11%
$0
$547,000 0.06% of portfolio
11,920
Q3 2024 Added 73.51%
$443B
$527,000 0.06% of portfolio
3,182
Q1 2024 Reduced 6.69%
$0
$568,000 0.06% of portfolio
11,135
Q1 2025 Reduced 25.77%
$82.5B
$494,000 0.06% of portfolio
3,370
Q1 2023 Reduced 80.61%
$0
$531,000 0.06% of portfolio
14,440
Q3 2024 New
$68.8B
$406,000 0.05% of portfolio
2,782
Q1 2025 Reduced 2.86%
$0
$430,000 0.05% of portfolio
6,836
Q4 2024 Reduced 41.92%
$48.7B
$459,000 0.05% of portfolio
4,405
Q4 2024 Added 16.07%
$33.3B
$401,000 0.05% of portfolio
4,406
Q1 2025 Added 27.27%
$305B
$434,000 0.05% of portfolio
2,600
Q4 2021 New
$6.76B
$409,000 0.05% of portfolio
7,815
Q3 2023 New
$79.5B
$431,000 0.05% of portfolio
3,450
Q2 2023 Reduced 3.09%
$45.4B
$414,000 0.05% of portfolio
40,515
Q4 2024 New
$964B
$384,000 0.04% of portfolio
1,485
Q1 2025 Added 17.39%
$0
$325,000 0.04% of portfolio
4,125
Q1 2024 Reduced 18.72%
$0
$355,000 0.04% of portfolio
3,900
Q1 2022 Reduced 63.5%
$299B
$353,000 0.04% of portfolio
4,934
Q2 2024 Reduced 64.2%
$0
$361,000 0.04% of portfolio
3,919
Q1 2022 Reduced 64.37%
$0
$391,000 0.04% of portfolio
3,310
Q1 2025 Added 652.27%
$26.3B
$309,000 0.04% of portfolio
844
Q1 2025 New
$12.8B
$327,000 0.04% of portfolio
3,200
Q4 2021 New
$110B
$335,000 0.04% of portfolio
750
Q3 2024 Reduced 26.47%
$0
$317,000 0.04% of portfolio
7,275
Q1 2025 Reduced 51.55%
$123B
$312,000 0.04% of portfolio
3,480
Q3 2023 New
$0
$361,000 0.04% of portfolio
3,488
Q4 2023 New
$4.27B
$357,000 0.04% of portfolio
5,667
Q2 2022 Reduced 19.04%
$0
$341,000 0.04% of portfolio
9,200
Q1 2025 Reduced 73.1%
$253B
$389,000 0.04% of portfolio
3,492
Q4 2024 Reduced 30.19%
$14B
$381,000 0.04% of portfolio
8,695
Q1 2024 Added 4.13%
$178B
$342,000 0.04% of portfolio
2,230
Q4 2024 Reduced 18.32%

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
Track This Portfolio

Track Mmbg Investment Advisors Co. Portfolio

Follow Mmbg Investment Advisors Co. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mmbg Investment Advisors Co., based on Form 13F filings with the SEC.

News

Stay updated on Mmbg Investment Advisors Co. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email