$959 Million is the total value of MMBG INVESTMENT ADVISORS CO.'s 158 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 11.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $94,140,000 | -1.8% | 539,147 | -0.2% | 9.82% | +6.5% |
| BWMX | Buy | BETTERWARE DE MXC S A B DE C | $81,866,000 | -18.2% | 4,807,161 | +0.6% | 8.54% | -11.3% |
| MSFT | Buy | MICROSOFT CORP | $71,080,000 | -6.4% | 230,546 | +2.1% | 7.41% | +1.6% |
| AMZN | Buy | AMAZON COM INC | $57,934,000 | +7.1% | 17,771 | +9.5% | 6.04% | +16.2% |
| GOOGL | Buy | ALPHABET Inccap stk cl a | $48,434,000 | +0.4% | 17,414 | +4.6% | 5.05% | +8.9% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $30,753,000 | -0.3% | 68,092 | +4.9% | 3.21% | +8.2% |
| FB | Buy | META PLATFORMS INCcl a | $28,224,000 | -22.7% | 126,931 | +17.0% | 2.94% | -16.1% |
| JPM | Buy | JP MORGAN CHASE & CO | $28,125,000 | -11.6% | 206,317 | +2.7% | 2.93% | -4.1% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $26,480,000 | +0.3% | 193,299 | +3.2% | 2.76% | +8.8% |
| GOOG | Sell | ALPHABET Inccap stk cl c | $21,450,000 | -7.7% | 7,680 | -4.4% | 2.24% | +0.1% |
| CRM | Buy | SALESFORCE COM INC | $19,981,000 | -0.4% | 94,106 | +19.2% | 2.08% | +8.0% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $17,913,000 | -14.2% | 54,264 | -0.6% | 1.87% | -7.0% |
| BAC | Buy | BK OF AMERICA CORP | $17,865,000 | -7.3% | 433,398 | +0.1% | 1.86% | +0.6% |
| DIS | Buy | DISNEY WALT CO | $14,776,000 | +0.6% | 107,728 | +13.6% | 1.54% | +9.1% |
| V | Buy | VISA INC | $14,311,000 | +2.8% | 64,532 | +0.5% | 1.49% | +11.5% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $13,571,000 | -1.3% | 289,851 | +6.1% | 1.42% | +7.0% |
| TCEHY | Sell | TENCENT MUSIC ENTMT GROUPspon ads | $13,052,000 | -23.4% | 281,170 | -3.9% | 1.36% | -17.0% |
| SHV | Sell | ISHARES TRshort treas bd | $12,756,000 | -1.3% | 115,699 | -1.2% | 1.33% | +7.0% |
| FDX | Buy | FEDEX CORP | $12,246,000 | -2.9% | 52,923 | +8.5% | 1.28% | +5.3% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $12,101,000 | -3.3% | 315,793 | -1.5% | 1.26% | +4.9% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $11,691,000 | -16.1% | 50,761 | -8.6% | 1.22% | -9.0% |
| IBB | Buy | ISHARES TRishares biotech | $11,431,000 | -11.9% | 87,725 | +3.2% | 1.19% | -4.5% |
| MCD | Sell | MCDONALDS CORP | $11,398,000 | -8.1% | 46,092 | -0.3% | 1.19% | -0.3% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $10,903,000 | -7.7% | 58,936 | +2.0% | 1.14% | +0.1% |
| MU | Sell | MICRON TECHNOLOGY INC | $10,537,000 | -26.9% | 135,275 | -12.5% | 1.10% | -20.6% |
| PFE | Sell | PFIZER INC | $10,186,000 | -18.4% | 196,761 | -6.9% | 1.06% | -11.5% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $9,429,000 | -0.9% | 26,009 | +8.8% | 0.98% | +7.5% |
| PYPL | Sell | PAYPAL HLDGS INC | $8,898,000 | -46.6% | 76,939 | -13.0% | 0.93% | -42.1% |
| NVDA | Buy | NVIDIA CORPORATION | $8,820,000 | +22.9% | 32,324 | +32.5% | 0.92% | +33.3% |
| UBER | Buy | UBER TECHNOLOGIES INC | $7,756,000 | -14.4% | 217,365 | +0.6% | 0.81% | -7.1% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $7,699,000 | -20.3% | 70,762 | -13.0% | 0.80% | -13.5% |
| TMUS | Sell | T-MOBILE US INC | $7,352,000 | +9.7% | 57,280 | -0.9% | 0.77% | +19.1% |
| IYW | Buy | ISHARES TRu.s. tech etf | $6,620,000 | +78.8% | 64,250 | +99.2% | 0.69% | +93.8% |
| NKE | Buy | NIKE INCcl b | $6,549,000 | +15.4% | 48,669 | +43.0% | 0.68% | +25.3% |
| HON | Sell | HONEYWELL INTL INC | $6,478,000 | -8.3% | 33,290 | -1.8% | 0.68% | -0.6% |
| WMT | Buy | WALMART INC | $6,210,000 | +7.1% | 41,697 | +4.1% | 0.65% | +16.3% |
| MMM | Sell | 3M CO | $5,953,000 | -39.1% | 39,987 | -27.4% | 0.62% | -33.9% |
| SBUX | Buy | STARBUCKS CORP | $5,593,000 | +94.7% | 61,480 | +150.4% | 0.58% | +111.2% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $5,444,000 | +9.3% | 54,950 | -5.1% | 0.57% | +18.6% |
| SHOP | Buy | SHOPIFY INCcl a | $5,432,000 | -36.9% | 8,036 | +28.5% | 0.57% | -31.6% |
| AVGO | Buy | BROADCOM INC | $5,400,000 | -4.2% | 8,575 | +1.2% | 0.56% | +3.9% |
| FLOT | ISHARES TRfltg rate nt etf | $5,250,000 | -0.4% | 103,910 | 0.0% | 0.55% | +7.9% | |
| IGSB | ISHARES TR | $5,148,000 | -4.0% | 99,544 | 0.0% | 0.54% | +4.1% | |
| MRK | MERCK & CO INC | $4,859,000 | +7.1% | 59,224 | 0.0% | 0.51% | +16.3% | |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $4,669,000 | -5.8% | 11,210 | +3.7% | 0.49% | +2.3% |
| LVS | Sell | LAS VEGAS SANDS CORP | $4,439,000 | -1.7% | 114,202 | -4.8% | 0.46% | +6.7% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $4,438,000 | -7.1% | 27,924 | +1.7% | 0.46% | +0.9% |
| SNOW | Buy | SNOWFLAKE INCcl a | $4,353,000 | -4.7% | 18,998 | +40.9% | 0.45% | +3.4% |
| FISV | Sell | FISERV INC | $4,300,000 | -19.9% | 42,410 | -18.0% | 0.45% | -13.2% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $4,245,000 | -8.0% | 40,713 | +6.2% | 0.44% | 0.0% |
| BA | Buy | BOEING CO | $4,145,000 | +253.1% | 21,645 | +271.3% | 0.43% | +282.3% |
| VGK | Sell | VANGUARD INTL EQUITY INDEXftse europe etf | $3,750,000 | -29.6% | 60,207 | -22.8% | 0.39% | -23.6% |
| PG | PROCTER AND GAMBLE CO | $3,588,000 | -6.6% | 23,483 | 0.0% | 0.37% | +1.4% | |
| DXJ | WISDOMTREE TRjapn hedge eqt | $3,510,000 | +2.4% | 54,822 | 0.0% | 0.37% | +10.9% | |
| SHY | ISHARES TR1 3 yr treas bd | $3,462,000 | -2.6% | 41,541 | 0.0% | 0.36% | +5.6% | |
| FMX | Sell | FOMENTO ECONOMICO MEXICANO Sspon adr units | $3,457,000 | -16.2% | 41,723 | -21.4% | 0.36% | -9.3% |
| AAXJ | ISHARES TRmsci ac asia etf | $2,500,000 | -9.3% | 33,320 | 0.0% | 0.26% | -1.5% | |
| IGV | Buy | ISHARES TRexpanded tech | $2,466,000 | +388.3% | 7,150 | +463.0% | 0.26% | +424.5% |
| VOO | Buy | VANGUARD INDEX FDS | $2,404,000 | +36.1% | 5,790 | +43.1% | 0.25% | +47.6% |
| IYJ | ISHARES TRus industrials | $2,277,000 | -6.5% | 21,600 | 0.0% | 0.24% | +1.3% | |
| SPGI | S&P GLOBAL INC | $2,190,000 | -13.1% | 5,340 | 0.0% | 0.23% | -5.8% | |
| HEDJ | WISDOMTREE TReurope hedged eq | $2,126,000 | -8.2% | 28,885 | 0.0% | 0.22% | -0.4% | |
| AMGN | Amgen INC | $2,123,000 | +7.5% | 8,780 | 0.0% | 0.22% | +16.3% | |
| UNH | Buy | UNITEDHEALTH GROUP INC | $2,096,000 | +9.6% | 4,110 | +7.9% | 0.22% | +19.0% |
| Z | Sell | ZILLOW GROUP INCcl a | $2,047,000 | -44.9% | 41,530 | -28.6% | 0.21% | -40.3% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $2,001,000 | -11.3% | 24,316 | -6.2% | 0.21% | -3.7% |
| CG | CARLYLE GROUP INC | $1,956,000 | -10.9% | 40,000 | 0.0% | 0.20% | -3.3% | |
| EWJ | ISHARES INCmsci jpn etf new | $1,909,000 | -8.0% | 30,992 | 0.0% | 0.20% | 0.0% | |
| HD | HOME DEPOT INC | $1,910,000 | -27.9% | 6,380 | 0.0% | 0.20% | -22.0% | |
| GM | Buy | GENERAL MTRS CO | $1,803,000 | -22.2% | 41,212 | +4.3% | 0.19% | -15.7% |
| ABBV | ABBVIE INC | $1,709,000 | +19.7% | 10,545 | 0.0% | 0.18% | +29.9% | |
| IYH | ISHARES TRus hlthcare etf | $1,584,000 | -3.9% | 5,485 | 0.0% | 0.16% | +4.4% | |
| SQ | Sell | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $1,565,000 | -23.7% | 24,220 | -9.4% | 0.16% | -17.3% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $1,554,000 | -21.8% | 5,705 | +6.3% | 0.16% | -15.2% |
| VCSH | VAGUARD SCOTTSDALE FDSshrt trm corp bd | $1,528,000 | -3.9% | 19,563 | 0.0% | 0.16% | +3.9% | |
| IYF | ISHARES TRu.s. finls etf | $1,488,000 | -2.5% | 17,600 | 0.0% | 0.16% | +5.4% | |
| COST | COSTCO WHSL CORP NEW | $1,478,000 | +1.4% | 2,566 | 0.0% | 0.15% | +10.0% | |
| JNJ | Buy | JOHNSON & JOHNSON | $1,342,000 | +34.7% | 7,570 | +30.1% | 0.14% | +45.8% |
| IVV | ISHARES TRcore s&p500 etf | $1,327,000 | -4.9% | 2,924 | 0.0% | 0.14% | +3.0% | |
| LULU | LULULEMON ATHLETICA INC | $1,315,000 | -6.7% | 3,600 | 0.0% | 0.14% | +1.5% | |
| PFF | Sell | ISHARES TRpfd and incm sec | $1,230,000 | -39.7% | 33,765 | -34.8% | 0.13% | -34.7% |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $1,212,000 | -0.8% | 20,183 | 0.0% | 0.13% | +7.7% | |
| FEZ | SPDR INDEX SHS FDSeuro stoxx 50 | $1,166,000 | -11.8% | 28,327 | 0.0% | 0.12% | -3.9% | |
| CSCO | Sell | CISCO SYS INC | $1,146,000 | -18.4% | 20,549 | -7.3% | 0.12% | -11.9% |
| EPP | ISHARES INCmsci pac jp etf | $1,146,000 | +3.1% | 23,290 | 0.0% | 0.12% | +11.2% | |
| SOFI | Buy | SOFI TECHNOLOGIES INC | $1,137,000 | +165.0% | 120,280 | +343.0% | 0.12% | +190.2% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $1,105,000 | +21.6% | 14,567 | +23.6% | 0.12% | +32.2% |
| IXG | ISHARES TRglobal finls etf | $1,073,000 | -0.7% | 13,500 | 0.0% | 0.11% | +7.7% | |
| EZU | ISHARES INCmsci eurozone etf | $1,065,000 | -11.8% | 24,620 | 0.0% | 0.11% | -4.3% | |
| EWG | ISHARES INCmsci germany etf | $971,000 | -13.4% | 34,200 | 0.0% | 0.10% | -6.5% | |
| IYT | ISHARES TRus trsprtion | $929,000 | -2.3% | 3,440 | 0.0% | 0.10% | +6.6% | |
| EEM | ISHARES TRmsci emg mkt etf | $920,000 | -7.6% | 20,379 | 0.0% | 0.10% | 0.0% | |
| STWD | New | STARWOOD PPTY TR INC | $862,000 | – | 35,655 | +100.0% | 0.09% | – |
| SLQD | ISHARES TR0-5yr invt gr cp | $837,000 | -3.3% | 16,964 | 0.0% | 0.09% | +4.8% | |
| VTIP | VANGUARD MALVERN FDSstrm infproidx | $819,000 | -0.4% | 16,000 | 0.0% | 0.08% | +7.6% | |
| EWH | ISHARES INCmsci hong kg etf | $803,000 | -2.8% | 35,600 | 0.0% | 0.08% | +6.3% | |
| IEMG | ISHARES INCcore msci emkt | $774,000 | -7.2% | 13,932 | 0.0% | 0.08% | +1.2% | |
| XLC | SELECT SECTOR SPDR TR | $775,000 | -11.4% | 11,270 | 0.0% | 0.08% | -3.6% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $771,000 | +0.1% | 6,870 | 0.0% | 0.08% | +8.1% | |
| FIS | Sell | FIDELITY NATL INFORMATION SV | $770,000 | -27.4% | 7,665 | -21.1% | 0.08% | -21.6% |
| NFLX | Buy | Netlfix INC | $744,000 | -12.2% | 1,986 | +41.3% | 0.08% | -3.7% |
| AGG | ISHARES TRcore us aggbd et | $714,000 | -6.2% | 6,670 | 0.0% | 0.07% | +1.4% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $697,000 | -6.7% | 15,100 | 0.0% | 0.07% | +1.4% | |
| WM | WASTE MGMT INC DEL | $675,000 | -5.1% | 4,260 | 0.0% | 0.07% | +2.9% | |
| QCOM | QUALCOMM INC | $660,000 | -16.5% | 4,320 | 0.0% | 0.07% | -9.2% | |
| KO | Sell | COCA COLA CO | $647,000 | -51.7% | 10,430 | -53.9% | 0.07% | -48.1% |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $647,000 | – | 1,420 | +100.0% | 0.07% | – |
| INTU | INTUIT | $647,000 | -25.2% | 1,345 | 0.0% | 0.07% | -19.3% | |
| IXN | ISHARES TRglobal tech etf | $620,000 | -9.9% | 10,684 | 0.0% | 0.06% | -1.5% | |
| GMF | SPDR INDEX SHS FDSasia pacif etf | $615,000 | -9.7% | 5,600 | 0.0% | 0.06% | -1.5% | |
| SE | Buy | SEA LTDsponsored ads | $599,000 | -41.3% | 5,003 | +9.7% | 0.06% | -36.7% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq ctb etf | $582,000 | +48.8% | 10,950 | +48.0% | 0.06% | +60.5% |
| SHYG | Sell | ISHARES TR0-5yr hi yl cp | $579,000 | -51.8% | 13,168 | -50.3% | 0.06% | -47.8% |
| MINT | PIMCO ETF TRenhan shrt ma ac | $563,000 | -1.4% | 5,625 | 0.0% | 0.06% | +7.3% | |
| CFR | CULEN FROST BANKERS INC | $554,000 | +9.9% | 4,000 | 0.0% | 0.06% | +20.8% | |
| IEV | ISHARES TReurope etf | $553,000 | -7.5% | 11,000 | 0.0% | 0.06% | +1.8% | |
| VZ | VERIZON COMUNICATIONS INC | $559,000 | -1.9% | 10,970 | 0.0% | 0.06% | +5.5% | |
| EMB | ISHARES TRjpmorgan usd emg | $543,000 | -10.2% | 5,550 | 0.0% | 0.06% | -1.7% | |
| IWF | ISHARES TRrus 1000 grw etf | $547,000 | -9.1% | 1,969 | 0.0% | 0.06% | -1.7% | |
| F | Sell | FORD MTR CO DEL | $528,000 | -61.8% | 31,252 | -53.1% | 0.06% | -58.6% |
| BIIB | BIOGEN INC | $516,000 | -12.2% | 2,450 | 0.0% | 0.05% | -5.3% | |
| MRNA | MODERNA INC | $493,000 | -32.1% | 2,860 | 0.0% | 0.05% | -27.1% | |
| LMT | LOCKHEED MARTIN CORP | $477,000 | +24.2% | 1,080 | 0.0% | 0.05% | +35.1% | |
| SNAP | SNAP INCcl a | $468,000 | -23.4% | 12,995 | 0.0% | 0.05% | -16.9% | |
| GILD | New | GILEAD SCIENCES | $464,000 | – | 7,800 | +100.0% | 0.05% | – |
| ORCL | ORACLE CORP | $430,000 | -5.1% | 5,200 | 0.0% | 0.04% | +2.3% | |
| CVX | CHEVRON CORP NEW | $423,000 | +38.7% | 2,600 | 0.0% | 0.04% | +51.7% | |
| T | Sell | AT&T INC | $392,000 | -17.8% | 16,585 | -14.4% | 0.04% | -10.9% |
| SUSA | Sell | ISHARES TRmsci usa esg slc | $387,000 | -84.5% | 4,000 | -82.9% | 0.04% | -83.3% |
| AMD | New | ADVANCED MICRO DEVICES | $378,000 | – | 3,460 | +100.0% | 0.04% | – |
| CHRW | C H ROBINSON WORLDWIDE INC | $345,000 | +0.3% | 3,200 | 0.0% | 0.04% | +9.1% | |
| IXJ | ISHARES TRglob hlthcre etf | $342,000 | -2.8% | 3,900 | 0.0% | 0.04% | +5.9% | |
| NVS | NOVARTIS AGsponsored adr | $333,000 | +0.3% | 3,796 | 0.0% | 0.04% | +9.4% | |
| PEP | New | PEPSICO INC | $335,000 | – | 2,000 | +100.0% | 0.04% | – |
| HEWG | ISHARES TRcur hed msci ger | $329,000 | -10.8% | 11,300 | 0.0% | 0.03% | -2.9% | |
| MP | Sell | MP MATERIALS CORP | $325,000 | -5.2% | 5,664 | -24.9% | 0.03% | +3.0% |
| VWOB | Sell | VANGAURD WHITEHALL FDSemerg mkt bd etf | $328,000 | -44.8% | 4,695 | -38.6% | 0.03% | -40.4% |
| EBAY | Sell | EBAY INC | $315,000 | -42.6% | 5,499 | -33.4% | 0.03% | -37.7% |
| NIO | New | NIO INCspon ads | $312,000 | – | 14,802 | +100.0% | 0.03% | – |
| ROBO | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $321,000 | -16.8% | 5,500 | 0.0% | 0.03% | -10.8% | |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $305,000 | +40.6% | 1,342 | +26.6% | 0.03% | +52.4% |
| IHI | ISHARES TRu.s. med dvc etf | $311,000 | -7.4% | 5,100 | 0.0% | 0.03% | 0.0% | |
| ZS | ZSCALER INC | $293,000 | -24.9% | 1,215 | 0.0% | 0.03% | -16.2% | |
| IUSV | ISHARES TRcore s&p us vlu | $297,000 | -0.7% | 3,919 | 0.0% | 0.03% | +6.9% | |
| IBOC | INTERNATIONAL BANCSHARES COR | $295,000 | -0.7% | 7,000 | 0.0% | 0.03% | +6.9% | |
| DEO | Sell | DIAGEO PLCspon adr new | $289,000 | -41.1% | 1,422 | -36.3% | 0.03% | -36.2% |
| BOTZ | GLOBAL X FDSrbtcs artfl inte | $290,000 | -19.2% | 10,000 | 0.0% | 0.03% | -14.3% | |
| UL | UNILEVER PLCspon adr new | $276,000 | -15.1% | 6,046 | 0.0% | 0.03% | -6.5% | |
| ICLN | New | ISHARES TRgl clean ene etf | $258,000 | – | 12,000 | +100.0% | 0.03% | – |
| Buy | RIVIAN AUTOMOTIVE INC | $243,000 | -27.5% | 4,845 | +50.0% | 0.02% | -21.9% | |
| WFC | New | WELLS FARGO CO NEW | $241,000 | – | 4,980 | +100.0% | 0.02% | – |
| VGSH | VANGUARD SCOTTSDALE FDSshort term treas | $231,000 | -2.5% | 3,900 | 0.0% | 0.02% | +4.3% | |
| XLB | SELECT SECTOR SPDR TRsbi materials | $220,000 | -3.1% | 2,500 | 0.0% | 0.02% | +4.5% | |
| MELI | New | MERCADOLIBRE INC | $211,000 | – | 177 | +100.0% | 0.02% | – |
| ON HLDG AGnamen akt a | $211,000 | -33.2% | 8,350 | 0.0% | 0.02% | -26.7% | ||
| XOS INC | $199,000 | -5.2% | 66,670 | 0.0% | 0.02% | +5.0% | ||
| CX | CEMEX SAB DE CVspon adr new | $124,000 | -22.0% | 23,400 | 0.0% | 0.01% | -13.3% | |
| New | CODERE ONLINE LUXEMBOURG S Aordinary shares | $87,000 | – | 17,200 | +100.0% | 0.01% | – | |
| LOW | Exit | LOWES COS INC | $0 | – | -795 | -100.0% | -0.02% | – |
| BKF | Exit | ISHARES INCmsci bric indx | $0 | – | -4,705 | -100.0% | -0.02% | – |
| SPOT | Exit | SPOTIFY TECHNOLOGY S A | $0 | – | -1,200 | -100.0% | -0.03% | – |
| C | Exit | CITIGROUP INC | $0 | – | -6,260 | -100.0% | -0.04% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -4,279 | -100.0% | -0.04% | – |
| ITA | Exit | ISHARES TRus aer def etf | $0 | – | -8,880 | -100.0% | -0.09% | – |
| FDNI | Exit | FIRST TR EXCHANGE TRADED FDdj intl intrnt | $0 | – | -29,200 | -100.0% | -0.10% | – |
| IAU | Exit | ISHARES GOLD TRishares new | $0 | – | -133,500 | -100.0% | -0.45% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2022-08-02
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 8 | Q3 2023 | 10.9% |
| MICROSOFT CORP | 8 | Q3 2023 | 8.6% |
| BETTERWARE DE MXC S A B DE C | 8 | Q3 2023 | 9.6% |
| AMAZON COM INC | 8 | Q3 2023 | 6.8% |
| ALPHABET INC | 8 | Q3 2023 | 5.8% |
| META PLATFORMS INC | 8 | Q3 2023 | 4.4% |
| SELECT SECTOR SPDR TR | 8 | Q3 2023 | 3.8% |
| JP MORGAN CHASE & CO | 8 | Q3 2023 | 3.7% |
| SPDR S&P 500 ETF TR | 8 | Q3 2023 | 3.3% |
| ALPHABET INC | 8 | Q3 2023 | 2.3% |
View MMBG INVESTMENT ADVISORS CO.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-11 |
| 13F-HR/A | 2023-02-13 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-14 |
| 13F-HR/A | 2022-08-02 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-06 |
View MMBG INVESTMENT ADVISORS CO.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.