Mmbg-Investment-Advisors-Co

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GDX",
  "MCHI",
  "AAXJ",
  "ONON",
  "SNOW",
  "MU",
  "MMM",
  "ABBV",
  null,
  "BABA",
  null,
  "GOOGL",
  "ASML",
  "AVGO",
  "URBN",
  "HON",
  "HD",
  "AZN",
  "MCD",
  "INTU",
  "FMX",
  null,
  "QCOM",
  "RIVN",
  null,
  "META",
  null,
  null,
  "IJH",
  null,
  null,
  "MDT",
  "MSFT",
  "NVS",
  "NU",
  "ORCL",
  "VGIT",
  null,
  null,
  null,
  "CDRO",
  null,
  "EEM",
  null,
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "VGSH",
  "IEMG",
  null,
  null,
  "IVV",
  null,
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "PFE",
  "LMT",
  "MRK",
  null,
  null,
  "AMGN",
  "REGN",
  "SPGI",
  null,
  null,
  null,
  "NOW",
  "SHOP",
  "RTX",
  "GLD",
  null,
  null,
  null,
  null,
  "SBUX",
  "TKO",
  "TGT",
  "TMO",
  "UBER",
  "UL",
  null,
  "VWO",
  "VRN.TO",
  "ULTA",
  "XLB",
  "IEF",
  null,
  "TSM",
  null,
  null,
  "VYM",
  null,
  "BWMX",
  null,
  "STWD",
  "FI",
  "WM",
  "IBOC",
  "NVO",
  "AMZN",
  null,
  "IVE",
  null,
  null,
  "VGT",
  "VGK",
  null,
  "VOO",
  "V",
  "WMT",
  null,
  null,
  "ET",
  "LVS",
  "CRM",
  null,
  "SPOT",
  null,
  null,
  "IUSV",
  "GEV",
  "MELI",
  "FDX",
  "LULU",
  "BAC",
  null,
  "BRK-B",
  "BA",
  "CHRW",
  "CDNS",
  "CX",
  "CVX",
  "KO",
  "CMCSA",
  "STZ",
  "COST",
  "CRWD",
  "CVS",
  "CFR",
  "DHR",
  "DELL",
  "DE",
  "RSP",
  "EWJ",
  null,
  "EFA",
  "NKE",
  "QQQ",
  "DIS",
  "ETN",
  "GOOG",
  "JNJ",
  "LLY",
  "TSLA",
  null,
  null,
  "APO",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 168
Total Value: 884697563
Accession Number: 0001765876-25-000003
Form Type: 13F-HR
CIK: mmbg-investment-advisors-co
Manager Name: Mmbg-Investment-Advisors-Co

Data Enrichment

71% identified

119 identified49 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

168 positions • $884.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Merck & Co., Inc.

MRK|58933Y105

Shares:22.6K

Value:$2.0M

% of Portfolio:0.2% ($2.0M/$884.7M)

464287754

Shares:15.6K

Value:$2.0M

% of Portfolio:0.2% ($2.0M/$884.7M)

SPDR GOLD TRUST

GLD|78463V107

Shares:7.0K

Value:$2.0M

% of Portfolio:0.2% ($2.0M/$884.7M)

464288679

Shares:17.7K

Value:$2.0M

% of Portfolio:0.2% ($2.0M/$884.7M)

AMGEN INC

AMGN|031162100

Shares:6.1K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$884.7M)

DEERE & CO

DE|244199105

Shares:4.0K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$884.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.5K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$884.7M)

81369Y704

Shares:14.0K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$884.7M)

464287762

Shares:29.1K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$884.7M)

464287788

Shares:15.7K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$884.7M)

46434G822

EWJ|46434G822

Shares:24.1K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$884.7M)

464287200

IVV|464287200

Shares:2.9K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$884.7M)

HOME DEPOT, INC.

HD|437076102

Shares:4.5K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$884.7M)

464288182

AAXJ|464288182

Shares:22.2K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$884.7M)

464287192

Shares:23.9K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$884.7M)

92206C409

Shares:19.1K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$884.7M)

464287515

Shares:16.4K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$884.7M)

464287507

IJH|464287507

Shares:24.6K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$884.7M)

464288620

Shares:27.8K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$884.7M)

BOEING CO

BA|097023105

Shares:8.2K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$884.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Merck & Co., Inc.(MRKcusip58933Y105)	22.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.0M	0.2% ($2.0M/$884.7M)	QoQ -8.95% (-$201.0K) YoY -31.36% (-$933.7K)
(cusip464287754)✕	15.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.0M	0.2% ($2.0M/$884.7M)	QoQ -2.50% (-$52.1K) YoY +3.55% (+$69.7K)
SPDR GOLD TRUST(GLDcusip78463V107)	7.0K	QoQ NEW(+7.0K) YoY NEW(+7.0K)	All Managers (Combined)	$2.0M	0.2% ($2.0M/$884.7M)	QoQ NEW(+$2.0M) YoY NEW(+$2.0M)
(cusip464288679)✕	17.7K	QoQ -5.61% (-1.1K) YoY -56.66% (-23.2K)	All Managers (Combined)	$2.0M	0.2% ($2.0M/$884.7M)	QoQ -5.31% (-$110.0K) YoY -56.50% (-$2.5M)
AMGEN INC(AMGNcusip031162100)	6.1K	QoQ 0.00% (+0) YoY +6.26% (+360)	All Managers (Combined)	$1.9M	0.2% ($1.9M/$884.7M)	QoQ +19.53% (+$310.7K) YoY +16.44% (+$268.5K)
DEERE & CO(DEcusip244199105)	4.0K	QoQ -9.37% (-415) YoY +46.29% (+1.3K)	All Managers (Combined)	$1.9M	0.2% ($1.9M/$884.7M)	QoQ +0.73% (-$13.7K) YoY +67.74% (+$762.8K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.5K	QoQ -25.47% (-1.2K) YoY -29.72% (-1.5K)	All Managers (Combined)	$1.9M	0.2% ($1.9M/$884.7M)	QoQ -12.44% (-$265.6K) YoY -11.00% (-$231.1K)
(cusip81369Y704)✕	14.0K	QoQ +135.51% (+8.1K) YoY +282.15% (+10.4K)	All Managers (Combined)	$1.8M	0.2% ($1.8M/$884.7M)	QoQ +134.28% (+$1.1M) YoY +297.65% (+$1.4M)
(cusip464287762)✕	29.1K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$1.8M	0.2% ($1.8M/$884.7M)	QoQ +4.49% (+$76.3K) YoY -1.63% (-$29.4K)
(cusip464287788)✕	15.7K	QoQ 0.00% (+0) YoY -10.78% (-1.9K)	All Managers (Combined)	$1.8M	0.2% ($1.8M/$884.7M)	QoQ +2.05% (+$35.6K) YoY +5.25% (-$88.4K)
(EWJcusip46434G822)	24.1K	QoQ -21.10% (-6.4K) YoY -20.54% (-6.2K)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$884.7M)	QoQ -19.39% (-$396.9K) YoY -23.65% (-$511.1K)
(IVVcusip464287200)	2.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$884.7M)	QoQ -4.54% (-$78.3K) YoY +6.87% (+$105.8K)
HOME DEPOT, INC.(HDcusip437076102)	4.5K	QoQ -3.55% (-165) YoY -23.74% (-1.4K)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$884.7M)	QoQ -9.13% (-$165.0K) YoY -27.14% (-$611.8K)
(AAXJcusip464288182)	22.2K	QoQ -27.72% (-8.5K) YoY -33.49% (-11.2K)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$884.7M)	QoQ -25.90% (-$573.2K) YoY -27.35% (-$617.6K)
(cusip464287192)✕	23.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$884.7M)	QoQ -5.23% (-$84.7K) YoY -9.04% (-$152.5K)
(cusip92206C409)✕	19.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$884.7M)	QoQ +1.19% (+$17.8K) YoY +2.49% (+$36.7K)
(cusip464287515)✕	16.4K	QoQ NEW(+16.4K) YoY NEW(+16.4K)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$884.7M)	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
(IJHcusip464287507)	24.6K	QoQ +132.01% (+14.0K) YoY NEW(+24.6K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$884.7M)	QoQ +117.26% (+$773.8K) YoY NEW(+$1.4M)
(cusip464288620)✕	27.8K	QoQ 0.00% (+0) YoY NEW(+27.8K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$884.7M)	QoQ +1.59% (+$22.2K) YoY NEW(+$1.4M)
BOEING CO(BAcusip097023105)	8.2K	QoQ -1.09% (-91) YoY -37.89% (-5.0K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$884.7M)	QoQ -4.69% (-$69.1K) YoY -45.11% (-$1.2M)