Mmbg Investment Advisors Co. Top Holdings and 13F Report (2023) About Mmbg Investment Advisors Co.Investment ActivityMmbg Investment Advisors Co. has $1.00 billion in total holdings as of December 31, 2022.Mmbg Investment Advisors Co. owns shares of 178 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 4.79% of the portfolio was purchased this quarter.About 2.11% of the portfolio was sold this quarter.This quarter, Mmbg Investment Advisors Co. has purchased 168 new stocks and bought additional shares in 42 stocks.Mmbg Investment Advisors Co. sold shares of 43 stocks and completely divested from 6 stocks this quarter.Largest Holdings Microsoft $94,465,949Apple $85,897,498Amazon.com $81,832,909Meta Platforms $62,397,391Alphabet $57,459,615 Largest New Holdings this Quarter 872590104 - T-Mobile US $1,763,124 Holding617446448 - Morgan Stanley $1,699,476 Holding65339F101 - NextEra Energy $1,551,884 Holding609207105 - Mondelez International $969,755 Holding06849F108 - BARRICK MNG CORP $897,560 Holding Largest Purchases this Quarter NVIDIA 43,250 shares (about $6.83M)Microsoft 11,007 shares (about $5.47M)Walmart 27,560 shares (about $2.69M)Meta Platforms 3,489 shares (about $2.58M)T-Mobile US 7,400 shares (about $1.76M) Largest Sales this Quarter iShares Expanded Tech-Software Sector ETF 14,200 shares (about $1.55M)Financial Select Sector SPDR Fund 26,004 shares (about $1.36M)SPDR S&P 500 ETF Trust 1,950 shares (about $1.21M)Shopify 7,860 shares (about $906.65K)Walt Disney 7,121 shares (about $886.64K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMmbg Investment Advisors Co. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$94,465,949$5,474,982 ▲6.2%189,9169.4%Computer and TechnologyAAPLApple$85,897,498$575,092 ▲0.7%418,6658.5%Computer and TechnologyAMZNAmazon.com$81,832,909$953,908 ▲1.2%373,0028.1%Retail/WholesaleMETAMeta Platforms$62,397,391$2,575,196 ▲4.3%84,5396.2%Computer and TechnologyGOOGLAlphabet$57,459,615$576,448 ▲1.0%326,0495.7%Computer and TechnologyJPMJPMorgan Chase & Co.$41,517,217$495,167 ▼-1.2%143,2074.1%FinanceNVDANVIDIA$41,366,928$6,833,500 ▲19.8%261,8164.1%Computer and TechnologyBWMXBetterware de México, S.A.P.I. de C.V.$35,836,846$24,168 ▼-0.1%4,142,9883.6%Consumer DiscretionaryXLVHealth Care Select Sector SPDR Fund$26,803,558$231,839 ▲0.9%198,8542.7%ETFGSThe Goldman Sachs Group$23,726,611$408,372 ▼-1.7%33,5242.4%FinanceCRMSalesforce$20,095,686$153,486 ▲0.8%73,5822.0%Computer and TechnologyGOOGAlphabet$16,804,687$821,316 ▲5.1%94,7331.7%Computer and TechnologyVVisa$15,655,930$1,348,835 ▲9.4%44,0951.6%Business ServicesWMTWalmart$15,388,714$2,694,817 ▲21.2%157,3811.5%Retail/WholesaleAVGOBroadcom$13,902,603$1,547,919 ▲12.5%50,4311.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$13,054,400$1,208,224 ▼-8.5%21,0691.3%FinanceVOOVanguard S&P 500 ETF$12,528,776$1,464,321 ▲13.2%21,9891.2%ETFSMHVanEck Semiconductor ETF$12,219,964$451,228 ▼-3.6%43,8181.2%ManufacturingDISWalt Disney$12,154,666$886,636 ▼-6.8%97,6201.2%Consumer DiscretionaryUBERUber Technologies$11,939,508$1,593,471 ▲15.4%127,9691.2%Computer and TechnologyTCEHYTencent$11,342,003$246,713 ▼-2.1%175,8451.1%Computer and TechnologyBACBank of America$11,221,134$531,877 ▼-4.5%237,1331.1%FinanceXLFFinancial Select Sector SPDR Fund$10,427,868$1,361,830 ▼-11.6%199,1191.0%ETFSHOPShopify$10,365,928$906,651 ▼-8.0%89,8651.0%Computer and TechnologyCXCemex$9,989,089$360,360 ▲3.7%1,441,4271.0%ConstructionQQQInvesco QQQ$9,240,262$490,399 ▲5.6%16,7320.9%FinanceTSMTaiwan Semiconductor Manufacturing$8,364,002$105,681 ▼-1.2%36,8020.8%Computer and TechnologyMUMicron Technology$7,408,558$722,245 ▼-8.9%60,1100.7%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$6,979,770$520,505 ▼-6.9%32,1160.7%FinanceXLKTechnology Select Sector SPDR Fund$6,657,793$536,604 ▼-7.5%26,2910.7%ETFETNEaton$6,376,555$368,414 ▲6.1%17,8620.6%IndustrialsTMOThermo Fisher Scientific$6,190,228$1,079,667 ▲21.1%15,2510.6%MedicalBABAAlibaba Group$6,096,826$120,621 ▼-1.9%52,8200.6%Retail/WholesaleVGTVanguard Information Technology ETF$5,893,243$109,441 ▼-1.8%8,8850.6%ETFSBUXStarbucks$5,774,248$824,670 ▲16.7%63,0170.6%Retail/WholesaleSTZConstellation Brands$5,363,722$145,924 ▼-2.6%32,9710.5%Consumer StaplesIBBiShares Biotechnology ETF$5,357,5720.0%42,3490.5%FinanceCOSTCostco Wholesale$5,250,642$49,497 ▼-0.9%5,3040.5%Retail/WholesaleUNHUnitedHealth Group$4,710,123$1,523,038 ▲47.8%15,0980.5%MedicalDXJWisdomTree Japan Hedged Equity Fund$4,613,880$403,944 ▼-8.1%40,3770.5%FinanceDHRDanaher$4,551,7690.0%23,0050.5%MedicalMELIMercadoLibre$4,516,353$41,818 ▲0.9%1,7280.4%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$4,515,284$795,518 ▲21.4%53,2400.4%ETFFMXFomento Economico Mexicano$4,451,115$154,470 ▲3.6%43,2230.4%Consumer StaplesRTXRTX$4,349,9360.0%29,7900.4%AerospaceMCDMcDonald's$4,278,537$426,568 ▼-9.1%14,6440.4%Retail/WholesaleIYWiShares U.S. Technology ETF$4,167,6630.0%24,0530.4%ManufacturingXLPConsumer Staples Select Sector SPDR Fund$4,097,244$49,797 ▼-1.2%50,6020.4%ETFLLYEli Lilly and Company$3,772,146$1,407,052 ▲59.5%4,8390.4%MedicalVGKVanguard FTSE Europe ETF$3,551,050$141,438 ▼-3.8%45,8200.4%ETFAPOApollo Global Management$3,438,787$145,984 ▲4.4%24,2390.3%FinanceNKENIKE$2,702,584$308,030 ▼-10.2%37,8150.3%Consumer DiscretionaryFDXFedEx$2,651,100$514,710 ▼-16.3%11,5890.3%TransportationCDROCodere Online Luxembourg$2,510,4930.0%295,7000.2%Consumer DiscretionarySHYiShares 1-3 Year Treasury Bond ETF$2,432,272$174,006 ▲7.7%29,3540.2%ManufacturingSPGIS&P Global$2,412,3520.0%4,5750.2%FinanceXLIIndustrial Select Sector SPDR Fund$2,317,539$248,571 ▲12.0%15,7100.2%ETFNVONovo Nordisk A/S$2,295,743$226,179 ▲10.9%33,2620.2%MedicalIYJiShares U.S. Industrials ETF$2,220,0360.0%15,6000.2%ETFSHViShares Short Treasury Bond ETF$2,142,700$185,506 ▲9.5%19,4050.2%ETFDEDeere & Company$2,055,743$10,202 ▲0.5%4,0300.2%IndustrialsIYFiShares U.S. Financials ETF$1,899,6640.0%15,7010.2%ETFSPOTSpotify Technology$1,830,106$909,298 ▲98.8%2,3850.2%Computer and TechnologyIVViShares Core S&P 500 ETF$1,815,5120.0%2,9240.2%ETFMRKMerck & Co., Inc.$1,804,3630.0%22,5630.2%MedicalTMUST-Mobile US$1,763,124$1,763,124 ▲New Holding7,4000.2%Computer and TechnologyAMGNAmgen$1,703,7390.0%6,1020.2%MedicalBRK.BBerkshire Hathaway$1,701,652$3,400 ▼-0.2%3,5030.2%FinanceMSMorgan Stanley$1,699,476$1,699,476 ▲New Holding12,0650.2%FinanceABBVAbbVie$1,681,717$389,802 ▼-18.8%9,0600.2%MedicalPANWPalo Alto Networks$1,669,4530.0%8,1580.2%Computer and TechnologyAAXJiShares MSCI All Country Asia ex Japan ETF$1,646,617$184,243 ▼-10.1%19,9300.2%ETFIYHiShares U.S. Healthcare ETF$1,644,9800.0%29,1250.2%ETFIYTiShares U.S. Transportation ETF$1,640,8480.0%23,9400.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,582,289$63,203 ▲4.2%19,9030.2%ETFPFEPfizer$1,569,184$607,942 ▼-27.9%64,7350.2%MedicalNEENextEra Energy$1,551,884$1,551,884 ▲New Holding22,3550.2%UtilitiesEWJiShares MSCI Japan ETF$1,551,238$252,654 ▼-14.0%20,6910.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,538,9890.0%25,6370.2%ETFIJHiShares Core S&P Mid-Cap ETF$1,523,8310.0%24,5700.2%ETFEZUiShares MSCI Eurozone ETF$1,463,6590.0%24,6200.1%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$1,429,7750.0%27,7950.1%ManufacturingHDHome Depot$1,327,237$315,310 ▼-19.2%3,6200.1%Retail/WholesaleGLDSPDR Gold Shares$1,309,245$827,614 ▼-38.7%4,2950.1%FinanceBABoeing$1,221,560$500,777 ▼-29.1%5,8300.1%AerospaceSTWDStarwood Property Trust$1,204,5380.0%58,6150.1%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,191,426$171,470 ▲16.8%22,5820.1%ManufacturingNOWServiceNow$1,141,169$25,702 ▲2.3%1,1100.1%Computer and TechnologyCRWDCrowdStrike$1,100,1100.0%2,1600.1%Computer and TechnologyORCLOracle$1,099,7090.0%5,0300.1%Computer and TechnologyFEZSPDR EURO STOXX 50 ETF$1,077,350$327,081 ▼-23.3%18,0370.1%ETFINTUIntuit$1,059,3620.0%1,3450.1%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$1,035,6030.0%33,7550.1%ETFVGSHVanguard Short-Term Treasury ETF$976,6300.0%16,6150.1%ETFWMWaste Management$974,7730.0%4,2600.1%Business ServicesAZNAstraZeneca$969,8650.0%13,8790.1%MedicalMDLZMondelez International$969,755$969,755 ▲New Holding14,2800.1%Consumer StaplesHONHoneywell International$931,9860.0%4,0020.1%Multi-Sector ConglomeratesIHIiShares U.S. Medical Devices ETF$925,5060.0%14,7750.1%ETFCDNSCadence Design Systems$908,426$313,388 ▼-25.6%2,9480.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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