MMBG INVESTMENT ADVISORS CO.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALPHABET INC(GOOG) | 326,049 | 328,916 | +2,867 | 57,459,615 | 79,959,480 | 7.08% | +22,499,865 |
| BETTERWARE DE MXC S A B DE C | 4,142,988 | 4,102,421 | -40,567 | 35,836,846 | 55,177,562 | 4.88% | +19,340,716 |
| APPLE INC(AAPL) | 418,665 | 403,919 | -14,746 | 85,897,498 | 102,849,895 | 9.10% | +16,952,397 |
| ALPHABET INC(GOOG) | 94,733 | 113,433 | +18,700 | 16,804,687 | 27,626,607 | 2.45% | +10,821,920 |
| NVIDIA CORPORATION(NVDA) | 261,816 | 251,963 | -9,853 | 41,366,928 | 47,013,776 | 4.16% | +5,646,848 |
| JP MORGAN CHASE & CO(JPM) | 143,207 | 144,907 | +1,700 | 41,517,217 | 45,708,098 | 4.05% | +4,190,881 |
| BROADCOM INC(AVGO) | 50,431 | 52,902 | +2,471 | 13,902,603 | 17,453,430 | 1.55% | +3,550,827 |
| GOLDMAN SACHS GROUP INC(GS) | 33,524 | 34,248 | +724 | 23,726,611 | 27,273,395 | 2.41% | +3,546,784 |
| ALIBABA GROUP HLDG LTD(BABA) | 52,820 | 51,699 | -1,121 | 6,096,826 | 9,240,162 | 0.82% | +3,143,336 |
| ISHARES GOLD TR(IAU) | 0 | 42,900 | +42,900 | 0 | 3,121,833 | 0.28% | +3,121,833 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 36,802 | 40,305 | +3,503 | 8,364,002 | 11,289,913 | 1.00% | +2,925,911 |
| TENCENT MUSIC ENTMT GROUP | 175,845 | 165,285 | -10,560 | 11,342,003 | 14,092,199 | 1.25% | +2,750,196 |
| ELI LILLY & CO(LLY) | 4,839 | 8,369 | +3,530 | 3,772,146 | 6,385,547 | 0.57% | +2,613,401 |
| CEMEX SAB DE CV(CX) | 1,441,427 | 1,389,427 | -52,000 | 9,989,089 | 12,490,949 | 1.11% | +2,501,860 |
| MICRON TECHNOLOGY INC(MU) | 60,110 | 59,218 | -892 | 7,408,558 | 9,908,356 | 0.88% | +2,499,798 |
| AMAZON COM INC(AMZN) | 373,002 | 384,030 | +11,028 | 81,832,909 | 84,321,467 | 7.46% | +2,488,558 |
| EATON CORP PLC(ETN) | 17,862 | 23,417 | +5,555 | 6,376,555 | 8,763,812 | 0.78% | +2,387,257 |
| ABBVIE INC(ABBV) | 9,060 | 17,115 | +8,055 | 1,681,717 | 3,962,807 | 0.35% | +2,281,090 |
| MICROSOFT CORP(MSFT) | 189,916 | 186,271 | -3,645 | 94,465,949 | 96,478,889 | 8.54% | +2,012,940 |
| WALMART INC(WMT) | 157,381 | 168,056 | +10,675 | 15,388,714 | 17,319,851 | 1.53% | +1,931,137 |
| MASTERCARD INCORPORATED(MA) | 0 | 3,030 | +3,030 | 0 | 1,723,494 | 0.15% | +1,723,494 |
| ISHARES SILVER TR(SLV) | 0 | 38,405 | +38,405 | 0 | 1,627,220 | 0.14% | +1,627,220 |
| INTUITIVE SURGICAL INC | 0 | 3,555 | +3,555 | 0 | 1,589,903 | 0.14% | +1,589,903 |
| UNITEDHEALTH GROUP INC(UNH) | 15,098 | 18,243 | +3,145 | 4,710,123 | 6,299,308 | 0.56% | +1,589,185 |
| SHOPIFY INC(SHOP) | 89,865 | 79,688 | -10,177 | 10,365,928 | 11,842,434 | 1.05% | +1,476,506 |
| BERKSHIRE HATHAWAY INC DEL | 3,503 | 5,939 | +2,436 | 1,701,652 | 2,985,773 | 0.26% | +1,284,121 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 15,251 | 15,251 | 0 | 6,190,228 | 7,403,598 | 0.66% | +1,213,370 |
| VANECK ETF TRUST | 43,818 | 41,113 | -2,705 | 12,219,964 | 13,417,639 | 1.19% | +1,197,675 |
| ASML HOLDING N V | 750 | 1,852 | +1,102 | 601,043 | 1,792,903 | 0.16% | +1,191,860 |
| SERVICENOW INC(NOW) | 1,110 | 2,484 | +1,374 | 1,141,169 | 2,285,976 | 0.20% | +1,144,807 |
| SPDR GOLD TR(GLD) | 4,295 | 6,815 | +2,520 | 1,309,245 | 2,422,528 | 0.21% | +1,113,283 |
| BANK AMERICA CORP | 237,133 | 238,413 | +1,280 | 11,221,134 | 12,299,727 | 1.09% | +1,078,593 |
| ORACLE(ORCL) | 5,030 | 7,738 | +2,708 | 1,099,709 | 2,176,235 | 0.19% | +1,076,526 |
| SELECT SECTOR SPDR TR | 198,854 | 199,494 | +640 | 26,803,558 | 27,763,608 | 2.46% | +960,050 |
| VANGUARD WORLD FDS | 8,885 | 8,850 | -35 | 5,893,243 | 6,607,676 | 0.58% | +714,433 |
| COSTCO WHSL CORP NEW(COST) | 5,304 | 6,409 | +1,105 | 5,250,642 | 5,932,363 | 0.53% | +681,721 |
| RTX CORPORATION(RTX) | 29,790 | 29,870 | +80 | 4,349,936 | 4,998,147 | 0.44% | +648,211 |
| ISHARES BITCOIN TRUST ETF(IBIT) | 8,872 | 17,692 | +8,820 | 543,055 | 1,149,980 | 0.10% | +606,925 |
| WISDOMTREE TR(WT) | 40,377 | 40,377 | 0 | 4,613,880 | 5,169,468 | 0.46% | +555,588 |
| BARRICK MNG CORP(B) | 43,200 | 43,200 | 0 | 897,560 | 1,415,664 | 0.13% | +518,104 |
| GLOBAL X FDS | 0 | 10,480 | +10,480 | 0 | 499,582 | 0.04% | +499,582 |
| FREEPORT-MCMORAN INC(FCX) | 6,960 | 19,865 | +12,905 | 301,716 | 779,105 | 0.07% | +477,389 |
| INVESCO QQQ TR | 16,732 | 16,036 | -696 | 9,240,262 | 9,638,662 | 0.85% | +398,400 |
| VANECK ETF TRUST | 16,020 | 16,020 | 0 | 834,001 | 1,223,928 | 0.11% | +389,927 |
| ISHARES TR | 4,690 | 7,570 | +2,880 | 558,532 | 904,691 | 0.08% | +346,159 |
| NETFLIX INC(NFLX) | 0 | 255 | +255 | 0 | 305,725 | 0.03% | +305,725 |
| ISHARES TR | 42,349 | 39,199 | -3,150 | 5,357,572 | 5,659,160 | 0.50% | +301,588 |
| SELECT SECTOR SPDR TR | 32,116 | 30,213 | -1,903 | 6,979,770 | 7,240,243 | 0.64% | +260,473 |
| ISHARES TR | 0 | 2,400 | +2,400 | 0 | 255,576 | 0.02% | +255,576 |
| GLOBAL X FDS | 0 | 3,229 | +3,229 | 0 | 226,805 | 0.02% | +226,805 |
| ASTRAZENECA PLC(AZN) | 13,879 | 15,519 | +1,640 | 969,865 | 1,190,618 | 0.11% | +220,753 |
| MORGAN STANLEY(MS) | 12,065 | 12,065 | 0 | 1,699,476 | 1,917,852 | 0.17% | +218,376 |
| ISHARES TR | 22,582 | 26,432 | +3,850 | 1,191,426 | 1,401,689 | 0.12% | +210,263 |
| REGENERON PHARMACEUTICALS(REGN) | 0 | 370 | +370 | 0 | 208,040 | 0.02% | +208,040 |
| ISHARES TR | 29,354 | 31,804 | +2,450 | 2,432,272 | 2,638,460 | 0.23% | +206,188 |
| ISHARES INC | 25,637 | 26,387 | +750 | 1,538,989 | 1,739,431 | 0.15% | +200,442 |
| ISHARES TR | 6,299 | 8,329 | +2,030 | 603,255 | 803,415 | 0.07% | +200,160 |
| MCDONALDS CORP(MCD) | 14,644 | 14,644 | 0 | 4,278,537 | 4,450,165 | 0.39% | +171,628 |
| TESLA INC(TSLA) | 1,485 | 1,406 | -79 | 471,725 | 625,276 | 0.06% | +153,551 |
| SELECT SECTOR SPDR TR | 15,710 | 16,010 | +300 | 2,317,539 | 2,469,222 | 0.22% | +151,683 |
| NEXTERA ENERGY INC(NEE) | 22,355 | 22,355 | 0 | 1,551,884 | 1,687,579 | 0.15% | +135,695 |
| C H ROBINSON WORLDWIDE INC(CHRW) | 3,200 | 3,200 | 0 | 309,024 | 425,664 | 0.04% | +116,640 |
| MERCK & CO INC(MRK) | 22,563 | 22,563 | 0 | 1,804,363 | 1,911,989 | 0.17% | +107,626 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 2,948 | 2,883 | -65 | 908,426 | 1,012,683 | 0.09% | +104,257 |
| JOHNSON & JOHNSON(JNJ) | 3,182 | 3,182 | 0 | 486,051 | 590,006 | 0.05% | +103,955 |
| VANGUARD INTL EQUITY INDEX | 45,820 | 45,733 | -87 | 3,551,050 | 3,649,493 | 0.32% | +98,443 |
| ISHARES TR | 1,969 | 1,969 | 0 | 835,812 | 922,094 | 0.08% | +86,282 |
| DELL TECHNOLOGIES INC(DELL) | 4,406 | 4,406 | 0 | 540,176 | 624,639 | 0.06% | +84,463 |
| SPDR SER TR | 4,193 | 5,068 | +875 | 384,624 | 464,989 | 0.04% | +80,365 |
| ISHARES TR | 24,570 | 24,570 | 0 | 1,523,831 | 1,603,438 | 0.14% | +79,607 |
| ISHARES TR | 23,940 | 23,940 | 0 | 1,640,848 | 1,716,737 | 0.15% | +75,889 |
| GE VERNOVA INC(GEV) | 870 | 870 | 0 | 460,361 | 534,963 | 0.05% | +74,602 |
| SELECT SECTOR SPDR TR | 26,291 | 23,881 | -2,410 | 6,657,793 | 6,731,236 | 0.60% | +73,443 |
| CHEVRON CORP NEW(CVX) | 6,050 | 6,050 | 0 | 866,300 | 939,505 | 0.08% | +73,205 |
| ISHARES TR | 10,150 | 12,450 | +2,300 | 275,471 | 345,861 | 0.03% | +70,390 |
| SPDR INDEX SHS FDS | 18,037 | 18,452 | +415 | 1,077,350 | 1,146,238 | 0.10% | +68,888 |
| ISHARES TR | 1,850 | 2,400 | +550 | 202,779 | 267,528 | 0.02% | +64,749 |
| SELECT SECTOR SPDR TR | 6,320 | 6,320 | 0 | 685,910 | 748,098 | 0.07% | +62,188 |
| TKO GROUP HOLDINGS INC(TKO) | 3,005 | 3,005 | 0 | 546,760 | 606,890 | 0.05% | +60,130 |
| ISHARES TR | 5,350 | 5,350 | 0 | 294,785 | 352,298 | 0.03% | +57,513 |
| ISHARES TR | 15,600 | 15,600 | 0 | 2,220,036 | 2,275,650 | 0.20% | +55,614 |
| ISHARES TR | 3,600 | 3,950 | +350 | 321,804 | 368,812 | 0.03% | +47,008 |
| LAS VEGAS SANDS CORP(LVS) | 16,560 | 14,200 | -2,360 | 720,526 | 763,818 | 0.07% | +43,292 |
| ISHARES TR | 2,924 | 2,774 | -150 | 1,815,512 | 1,856,638 | 0.16% | +41,126 |
| ISHARES TR | 7,275 | 7,275 | 0 | 350,946 | 388,485 | 0.03% | +37,539 |
| BOEING CO(BA) | 5,830 | 5,830 | 0 | 1,221,560 | 1,258,289 | 0.11% | +36,729 |
| ISHARES TR | 17,840 | 18,586 | +746 | 769,618 | 804,774 | 0.07% | +35,156 |
| INVESCO EXCHANGE TRADED FD T | 4,295 | 4,295 | 0 | 780,573 | 814,762 | 0.07% | +34,189 |
| ISHARES TR | 33,755 | 33,755 | 0 | 1,035,603 | 1,067,333 | 0.09% | +31,730 |
| WISDOMTREE TR(WT) | 12,990 | 12,990 | 0 | 625,079 | 654,696 | 0.06% | +29,617 |
| PALO ALTO NETWORKS INC(PANW) | 8,158 | 8,338 | +180 | 1,669,453 | 1,697,784 | 0.15% | +28,331 |
| MEDTRONIC PLC(MDT) | 3,480 | 3,480 | 0 | 305,822 | 333,906 | 0.03% | +28,084 |
| LOCKHEED MARTIN CORP(LMT) | 750 | 750 | 0 | 347,355 | 374,408 | 0.03% | +27,053 |
| GLOBAL X FDS | 10,000 | 10,000 | 0 | 327,294 | 354,300 | 0.03% | +27,006 |
| NOVARTIS AG(NVS) | 3,492 | 3,492 | 0 | 422,567 | 447,814 | 0.04% | +25,247 |
| ISHARES TR | 8,923 | 8,923 | 0 | 826,448 | 849,380 | 0.08% | +22,932 |
| ISHARES TR | 27,795 | 27,795 | 0 | 1,429,775 | 1,451,455 | 0.13% | +21,680 |
| ISHARES TR | 3,919 | 3,919 | 0 | 370,868 | 391,718 | 0.03% | +20,850 |
| AMGEN INC(AMGN) | 6,102 | 6,102 | 0 | 1,703,739 | 1,721,984 | 0.15% | +18,245 |
| DANAHER CORPORATION(DHR) | 23,005 | 23,010 | +5 | 4,551,769 | 4,569,326 | 0.40% | +17,557 |