MMBG Investment Advisors Co.
MMBG Investment Advisors Co. is a Miami-based registered investment adviser founded in 2016. The firm manages portfolios primarily for high net worth individuals and some business clients, focusing on customized investment strategies. With a team of approximately 7-8 employees, MMBG delivers discretionary and tailored investment advisory services to its clientele, supported by SEC registration and regulatory filings.
Investment Strategy
MMBG Investment Advisors Co. applies discretionary investment strategies tailored for high net worth individuals and select business accounts. The firm builds diversified portfolios featuring large-cap equities and U.S. index funds as major holdings, as seen in frequent positions in Apple, Microsoft, Amazon, and Alphabet. The approach focuses on fundamental analysis, long-term growth, and risk management, leveraging both active and passive instruments to meet client-specific objectives.
Top Holdings
Equity Positions (178)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 9.40% | $94.5M | 189,916 | $337.83 | $497.41 | +$27.3M |
A AAPL | APPLE INC | 8.55% | $85.9M | 418,665 | $176.46 | $205.17 | -$6.5M |
A AMZN | AMAZON COM INC | 8.14% | $81.8M | 373,002 | $154.71 | $219.39 | +$11.7M |
M META | META PLATFORMS INC | 6.21% | $62.4M | 84,539 | $304.50 | $738.09 | +$15.7M |
G GOOGL | ALPHABET INC | 5.72% | $57.5M | 326,049 | $139.50 | $176.23 | +$7.5M |