|
AAPL
|
US |
APPLE INC |
416,792 |
$104M |
11.08% |
-0.6%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
340,990 |
$75M |
7.94% |
-7.8%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
174,332 |
$73M |
7.80% |
-1.3%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
315,522 |
$60M |
6.34% |
-2.0%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
85,226 |
$50M |
5.30% |
-3.0%
|
- |
|
BWMX
|
US |
BETTERWARE DE MEXICO SAPI DE |
4,090,782 |
$46M |
4.86% |
0.7%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
146,306 |
$35M |
3.72% |
-6.6%
|
- |
|
XLV
|
US |
HEALTH CARE SELECT SECTOR |
229,854 |
$32M |
3.36% |
-1.4%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
208,056 |
$28M |
2.97% |
-16.4%
|
- |
|
CRM
|
US |
SALESFORCE INC |
72,820 |
$24M |
2.59% |
-6.4%
|
- |
|
GS
|
US |
GOLDMAN SACHS GROUP INC |
32,611 |
$19M |
1.98% |
0.6%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
89,813 |
$17M |
1.82% |
0.0%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
26,019 |
$15M |
1.62% |
-10.9%
|
- |
|
DIS
|
US |
WALT DISNEY CO/THE |
133,131 |
$15M |
1.57% |
-22.0%
|
- |
|
WMT
|
US |
WALMART INC |
159,546 |
$14M |
1.53% |
-4.9%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
42,238 |
$13M |
1.42% |
-
|
- |
|
XLF
|
US |
FINANCIAL SELECT SECTOR SPDR |
262,658 |
$13M |
1.35% |
-14.4%
|
- |
|
BAC
|
US |
BANK OF AMERICA CORP |
275,613 |
$12M |
1.29% |
-22.7%
|
- |
|
SHOP
|
US |
SHOPIFY INC - CLASS A |
111,895 |
$12M |
1.26% |
-0.4%
|
- |
|
TCEHY
|
US |
TENCENT HOLDINGS LTD-UNS ADR |
217,390 |
$12M |
1.23% |
47.9%
|
- |