Mmbg Investment Advisors portfolio

What changed this quarter

92 positions with a change (10 new, 38 added to, 37 trimmed, 7 sold); also, 2 entered through a spin-off. 3 are listed here: those of 0.5 points of the portfolio or more (up to 12).

• Micron Technology−24%fewer sharesReduced
  1.3% → 3.0%
• GE Aerospace+0.7 ppof portfolioNew
  — → 0.7%
• Apple+5.9%more sharesIncreased
  9.3% → 9.6%

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• AlphabetGOOGL · GOOG11.9%
• AppleAAPL9.6%
• Amazon.comAMZN7.5%
• MicrosoftMSFT6.0%
• Betterware De Mexico, S.a.p.i. De C.vBWMX4.6%
• NVIDIANVDA4.3%
• Meta PlatformsMETA4.0%
• JPMorgan ChaseJPM3.9%
• Micron TechnologyMU3.0%
• Goldman Sachs GroupGS2.9%
• State Street Health Care Select Sector ETFXLV2.2%
• Vaneck ETF TrustSMH1.9%
• BroadcomAVGO1.7%
• Taiwan Semiconductor ManufacturingTSM1.7%
• WalmartWMT1.5%
• VisaV1.4%
• State Str Spdr S&P 500 ETF TSPY1.2%
• Vanguard S&P 500 ETFVOO1.1%
• Bank of AmericaBAC1.0%
• State Street Financial Select Sector ETFXLF1.0%
• Cemex SAB De CVCX0.9%
• Eli LillyLLY0.9%
• Invesco QQQ Trust Series 1 ETFQQQ0.8%
• UBER TechnologiesUBER0.8%
• EatonETN0.8%
• GE AerospaceGE0.7%
• State Street Technology Select Sector ETFXLK0.7%
• ShopifySHOP0.6%
• Costco WholesaleCOST0.6%
• iShares Biotechnology ETFIBB0.6%
• Thermo Fisher ScientificTMO0.6%
• State Street Consumer Disc Select Sect ETFXLY0.5%
• Vanguard Info Tech ETFVGT0.5%
• MercadoLibreMELI0.5%
• GE VernovaGEV0.5%
• SalesforceCRM0.5%
• Fomento Economico Mexicano SFMX0.4%
• RTXRTX0.4%
• Alibaba Group HoldingBABA0.4%
• ASML HoldingASML0.4%
• iShares 1-3 Year Treasury BO ETFSHY0.4%
• UnitedHealth GroupUNH0.4%
• iShares Gold Trust ETFIAU0.4%
• iShares 0-3 Month Treasury B ETFSGOV0.3%
• AbbVieABBV0.3%
• State Street Energy Select Sector ETFXLE0.3%
• CrowdStrike HoldingsCRWD0.3%
• NetflixNFLX0.3%
• Walt DisneyDIS0.3%
• Codere Online LuxembourgCDRO0.3%
• DanaherDHR0.3%
• McDONALD’SMCD0.3%
• Select Sector Spdr TrXLP0.3%
• iShares Ustechnology ETFIYW0.3%
• Vanguard International Equity Index FVGK0.3%
• CRH publicCRH0.3%
• iShares 0-1 Year Treasury BO ETFSHV0.3%
• Palo Alto NetworksPANW0.3%
• IsharesIEMG0.2%
• Berkshire HathawayBRK/B0.2%
• MerckMRK0.2%
• iShares 3-7 Year Treasury BO ETFIEI0.2%
• Freeport-McMoRanFCX0.2%
• StarbucksSBUX0.2%
• State Street Industrial Select Sector ETFXLI0.2%
• Apollo Global ManagementAPO0.2%
• AstrazenecaAZN0.2%
• iShares U.s. Industrials ETFIYJ0.2%
• ServiceNowNOW0.2%
• iShares Preferred & Income S ETFPFF0.2%
• Angel StudiosANGX0.2%
• AmgenAMGN0.2%
• Vanguard S/t Corp Bond ETFVCSH0.2%
• IsharesEWJ0.2%
• SPDR Gold Shares ETFGLD0.2%
• iShares 1-5y INV Grade ETFIGSB0.2%
• FedExFDX0.2%
• iShares Msci All Country ASI ETFAAXJ0.2%
• iShares ESG Msci KLD 400 ETFDSI0.2%
• BoeingBA0.2%
• Dell TechnologiesDELL0.2%
• iShares Core S&P Midcap ETFIJH0.1%
• S&P GlobalSPGI0.1%
• iShares Core S&P 500 ETFIVV0.1%
• iShares US Financials ETFIYF0.1%
• iShares U.s. Healthcare ETFIYH0.1%
• Spotify TechnologySPOT0.1%
• First Trust Nasdaq Cybersecu ETFCIBR0.1%
• OracleORCL0.1%
• Barrick MiningB0.1%
• MastercardMA0.1%
• IsharesEZU0.1%
• iShares Broad USD Investment ETFUSIG0.1%
• Invesco Exchange Traded Fund TRSP0.1%
• State Street Materials Select Sector ETFXLB0.1%
• Vaneck ETF TrustGDX0.1%
• State Street SPDR Euro Stoxx ETFFEZ0.1%
• iShares JP Morgan USD Emergi ETFEMB0.1%
• DeereDE0.1%