Mmbg Investment Advisors Co. Top Holdings and 13F Report (2023) About Mmbg Investment Advisors Co.Investment ActivityMmbg Investment Advisors Co. has $884.70 million in total holdings as of December 31, 2022.Mmbg Investment Advisors Co. owns shares of 168 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 4.17% of the portfolio was purchased this quarter.About 4.25% of the portfolio was sold this quarter.This quarter, Mmbg Investment Advisors Co. has purchased 158 new stocks and bought additional shares in 38 stocks.Mmbg Investment Advisors Co. sold shares of 48 stocks and completely divested from 4 stocks this quarter.Largest Holdings Apple $92,375,426Amazon.com $70,140,110Microsoft $67,160,522Alphabet $49,914,390Betterware de México, S.A.P.I. de C.V. $47,137,541 Largest New Holdings this Quarter 78463V107 - SPDR Gold Shares $2,019,861 Holding464287515 - iShares Expanded Tech-Software Sector ETF $1,459,436 Holding81762P102 - ServiceNow $863,812 Holding46137V357 - Invesco S&P 500 Equal Weight ETF $780,401 Holding68389X105 - Oracle $703,244 Holding Largest Purchases this Quarter Amazon.com 27,664 shares (about $5.26M)Vanguard S&P 500 ETF 5,817 shares (about $2.99M)SPDR Gold Shares 7,010 shares (about $2.02M)Microsoft 4,577 shares (about $1.72M)Costco Wholesale 1,630 shares (about $1.54M) Largest Sales this Quarter Health Care Select Sector SPDR Fund 32,720 shares (about $4.78M)Walt Disney 28,390 shares (about $2.80M)Walmart 29,725 shares (about $2.62M)Tencent 37,720 shares (about $2.41M)Meta Platforms 4,176 shares (about $2.41M) 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 PortfolioSectorAAPLApple$92,375,426$206,581 ▼-0.2%415,86210.4%Computer and TechnologyAMZNAmazon.com$70,140,110$5,263,353 ▲8.1%368,6547.9%Retail/WholesaleMSFTMicrosoft$67,160,522$1,718,157 ▲2.6%178,9097.6%Computer and TechnologyGOOGLAlphabet$49,914,390$1,122,068 ▲2.3%322,7785.6%Computer and TechnologyBWMXBetterware de México, S.A.P.I. de C.V.$47,137,541$625,350 ▲1.3%4,145,7825.3%Consumer DiscretionaryMETAMeta Platforms$46,713,978$2,406,879 ▼-4.9%81,0505.3%Computer and TechnologyJPMJPMorgan Chase & Co.$35,547,714$341,213 ▼-1.0%144,9154.0%FinanceXLVHealth Care Select Sector SPDR Fund$28,783,565$4,777,452 ▼-14.2%197,1343.3%ETFNVDANVIDIA$23,690,349$1,139,178 ▲5.1%218,5662.7%Computer and TechnologyCRMSalesforce$19,595,647$53,672 ▲0.3%73,0202.2%Computer and TechnologyGSThe Goldman Sachs Group$18,629,035$813,972 ▲4.6%34,1012.1%FinanceVVisa$14,122,136$680,593 ▼-4.6%40,2961.6%Business ServicesGOOGAlphabet$14,076,792$45,307 ▲0.3%90,1031.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$12,915,459$1,683,235 ▼-11.5%23,0191.5%FinanceTCEHYTencent$11,470,133$2,408,045 ▼-17.4%179,6701.3%Computer and TechnologyWMTWalmart$11,427,494$2,616,543 ▼-18.6%129,8211.3%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$11,213,382$1,869,619 ▼-14.3%225,1231.3%ETFBACBank of America$10,364,605$1,136,725 ▼-9.9%248,3731.2%FinanceDISWalt Disney$10,337,937$2,802,093 ▼-21.3%104,7411.2%Consumer DiscretionaryVOOVanguard S&P 500 ETF$9,981,430$2,989,957 ▲42.8%19,4191.1%ETFSMHVanEck Semiconductor ETF$9,608,351$647,944 ▲7.2%45,4361.1%ManufacturingSHOPShopify$9,330,783$1,352,952 ▼-12.7%97,7251.1%Computer and TechnologyUBERUber Technologies$8,079,445$696,177 ▲9.4%110,8900.9%Computer and TechnologyCXCEMEX$7,794,6850.0%1,389,4270.9%ConstructionAVGOBroadcom$7,503,543$697,848 ▲10.3%44,8160.8%Computer and TechnologyQQQInvesco QQQ$7,440,887$190,672 ▼-2.5%15,8440.8%FinanceBABAAlibaba Group$7,122,569$1,565,603 ▼-18.0%53,8650.8%Retail/WholesaleXLYConsumer Discretionary Select Sector SPDR Fund$6,814,542$1,036,665 ▼-13.2%34,5110.8%FinanceTMOThermo Fisher Scientific$6,270,696$951,237 ▼-13.2%12,5910.7%MedicalSTZConstellation Brands$6,215,455$1,354,745 ▲27.9%33,8680.7%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$6,211,537$1,201,738 ▲24.0%37,2670.7%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$5,866,197$57,815 ▼-1.0%28,4100.7%ETFMUMicron Technology$5,739,720$171,400 ▲3.1%65,9700.6%Computer and TechnologyIBBiShares Biotechnology ETF$5,416,437$3,197 ▲0.1%42,3490.6%FinanceUNHUnitedHealth Group$5,350,630$641,594 ▲13.6%10,2160.6%MedicalSBUXStarbucks$5,298,528$681,333 ▼-11.4%54,0170.6%Retail/WholesaleCOSTCostco Wholesale$5,063,706$1,541,621 ▲43.8%5,3540.6%Retail/WholesaleMCDMcDonald's$5,030,406$263,953 ▼-5.0%16,1040.6%Retail/WholesaleVGTVanguard Information Technology ETF$4,908,539$249,495 ▲5.4%9,0500.6%ETFDXJWisdomTree Japan Hedged Equity Fund$4,838,224$209,342 ▼-4.1%43,9120.5%FinanceDHRDanaher$4,723,387$899,302 ▼-16.0%23,0050.5%MedicalETNEaton$4,574,899$1,193,334 ▲35.3%16,8300.5%IndustrialsXLPConsumer Staples Select Sector SPDR Fund$4,182,892$3,267 ▼-0.1%51,2170.5%ETFXLEEnergy Select Sector SPDR Fund$4,098,717$2,336 ▼-0.1%43,8600.5%ETFFMXFomento Económico Mexicano$4,071,3400.0%41,7230.5%Consumer StaplesRTXRTX$3,945,983$803,370 ▼-16.9%29,7900.4%AerospaceFDXFedEx$3,392,7690.0%13,8390.4%TransportationIYWiShares U.S. Technology ETF$3,378,0030.0%24,0530.4%ManufacturingVGKVanguard FTSE Europe ETF$3,345,155$90,220 ▼-2.6%47,6450.4%ETFMELIMercadoLibre$3,339,889$889,597 ▼-21.0%1,7120.4%Retail/WholesaleAPOApollo Global Management$3,178,377$214,448 ▲7.2%23,2100.4%FinanceNKENIKE$2,690,945$316,398 ▲13.3%42,1250.3%Consumer DiscretionaryIAUiShares Gold Trust$2,529,3840.0%42,9000.3%FinanceLLYEli Lilly and Company$2,505,811$1,213,262 ▲93.9%3,0340.3%MedicalABBVAbbVie$2,338,2430.0%11,1600.3%MedicalSPGIS&P Global$2,324,5580.0%4,5750.3%Business ServicesPFEPfizer$2,275,920$40,367 ▼-1.7%89,8150.3%MedicalSHYiShares 1-3 Year Treasury Bond ETF$2,254,723$82,730 ▲3.8%27,2540.3%ManufacturingCDROCodere Online Luxembourg$2,143,8250.0%295,7000.2%Consumer DiscretionaryNVONovo Nordisk A/S$2,116,418$869,577 ▲69.7%29,9850.2%MedicalMRKMerck & Co., Inc.$2,043,5310.0%22,5630.2%MedicalIYJiShares U.S. Industrials ETF$2,030,8080.0%15,6000.2%ETFGLDSPDR Gold Shares$2,019,861$2,019,861 ▲New Holding7,0100.2%FinanceSHViShares Short Treasury Bond ETF$1,957,904$116,535 ▼-5.6%17,7250.2%ETFAMGNAmgen$1,901,0780.0%6,1020.2%MedicalDEDeere & Company$1,888,590$195,453 ▼-9.4%4,0100.2%IndustrialsBRK.BBerkshire Hathaway$1,869,356$639,096 ▼-25.5%3,5100.2%FinanceXLIIndustrial Select Sector SPDR Fund$1,838,257$1,057,735 ▲135.5%14,0250.2%ETFIYHiShares U.S. Healthcare ETF$1,773,4210.0%29,1250.2%ETFIYFiShares U.S. Financials ETF$1,771,8580.0%15,7010.2%ETFEWJiShares MSCI Japan ETF$1,649,653$441,398 ▼-21.1%24,0610.2%ETFIVViShares Core S&P 500 ETF$1,642,9960.0%2,9240.2%ETFHDHome Depot$1,641,875$60,471 ▼-3.6%4,4800.2%Retail/WholesaleAAXJiShares MSCI All Country Asia ex Japan ETF$1,639,840$629,000 ▼-27.7%22,1600.2%ETFIYTiShares U.S. Transportation ETF$1,532,8780.0%23,9400.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,508,3860.0%19,1080.2%ETFIGViShares Expanded Tech-Software Sector ETF$1,459,436$1,459,436 ▲New Holding16,4000.2%ETFIJHiShares Core S&P Mid-Cap ETF$1,433,660$815,733 ▲132.0%24,5700.2%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$1,419,7690.0%27,7950.2%ManufacturingBABoeing$1,401,921$15,520 ▼-1.1%8,2200.2%AerospacePANWPalo Alto Networks$1,392,081$402,710 ▲40.7%8,1580.2%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$1,383,629$24,287 ▲1.8%25,6370.2%ETFEZUiShares MSCI Eurozone ETF$1,311,0150.0%24,6200.1%ETFFEZSPDR EURO STOXX 50 ETF$1,279,342$50,601 ▼-3.8%23,5130.1%ETFSTWDStarwood Property Trust$1,186,9540.0%58,6150.1%FinancePFFiShares Preferred and Income Securities ETF$1,037,2910.0%33,7550.1%ETFAZNAstraZeneca$1,020,107$471,870 ▲86.1%13,8790.1%MedicalIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,012,417$68,081 ▲7.2%19,3320.1%ManufacturingCDNSCadence Design Systems$1,008,418$374,374 ▲59.0%3,9650.1%Computer and TechnologyWMWaste Management$986,2330.0%4,2600.1%Business ServicesVGSHVanguard Short-Term Treasury Index ETF$975,1340.0%16,6150.1%ETFIHIiShares U.S. Medical Devices ETF$889,3070.0%14,7750.1%ETFVGITVanguard Intermediate-Term Treasury Index ETF$878,7040.0%14,7930.1%ETFNOWServiceNow$863,812$863,812 ▲New Holding1,0850.1%Computer and TechnologySLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$852,9500.0%16,9640.1%ManufacturingHONHoneywell International$847,424$351,929 ▼-29.3%4,0020.1%Multi-Sector ConglomeratesSPSBSPDR Portfolio Short Term Corporate Bond ETF$845,2080.0%28,0800.1%ETFGOLDBarrick Gold$838,6370.0%43,2000.1%Basic MaterialsCMCSAComcast$828,110$17,897 ▼-2.1%22,4420.1%Consumer DiscretionaryINTUIntuit$825,8170.0%1,3450.1%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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