Mgo Private Wealth, LLC Purchases and Sells in Q2 2025

Mgo Private Wealth, LLC

$151 Million
Q2 2025

Top Buys

Incresed Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	7.47K + 13.11%	$456.74 - $568.03 $3.41M - $4.24M	64.4K $36.6M
VGK	5.03K + 5.47%	$62.73 - $78.42 $315K - $394K	97K $7.52M
VPL	1.34K + 1.61%	$65.04 - $82.18 $87.3K - $110K	84.7K $6.96M
URA	10.1K + 31.17%	$20.26 - $38.81 $205K - $393K	42.7K $1.66M
CRWD	218 + 6.67%	$321.63 - $509.31 $70.1K - $111K	3.49K $1.78M
NVDA	799 + 8.57%	$94.31 - $157.99 $75.4K - $126K	10.1K $1.6M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EUSA	26.3K New	$82.93 - $99.12 $2.18M - $2.6M	26.3K $2.6M
VCIT	17.1K New	$79.56 - $82.92 $1.36M - $1.41M	17.1K $1.41M
EWL	14.1K New	$47.04 - $56.27 $665K - $795K	14.1K $774K
SPHY	16.7K New	$22.4 - $23.8 $373K - $396K	16.7K $396K
EPI	7.87K New	$41.3 - $47.52 $325K - $374K	7.87K $373K
PLTR	2.04K New	$74.01 - $144.25 $151K - $294K	2.04K $277K

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LTPZ	-28.8K - 55.96%	$50.47 - $54.75 $1.46M - $1.58M	22.7K $1.19M
VGIT	-24.2K - 48.67%	$58.63 - $59.9 $1.42M - $1.45M	25.6K $1.53M
RSP	-7.78K - 55.85%	$152.93 - $181.74 $1.19M - $1.41M	6.15K $1.12M
AGG	-7.64K - 7.22%	$96.84 - $99.46 $740K - $760K	98.2K $9.74M
AAPL	-1.68K - 7.85%	$172.42 - $223.89 $290K - $377K	19.8K $4.06M
SPIB	-13.8K - 37.7%	$32.62 - $33.58 $450K - $463K	22.8K $765K

Activity Summary All Purchases 32 New Holdings 10 Increased Positions 22 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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