Mgo Private Wealth, LLC Purchases in Q2 2025

Mgo Private Wealth, LLC

  • $151 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.47K
+ 13.11%
$456.74 - $568.03 $3.41M - $4.24M
64.4K $36.6M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
26.3K
New
$82.93 - $99.12 $2.18M - $2.6M
26.3K $2.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
17.1K
New
$79.56 - $82.92 $1.36M - $1.41M
17.1K $1.41M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
5.03K
+ 5.47%
$62.73 - $78.42 $315K - $394K
97K $7.52M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
1.34K
+ 1.61%
$65.04 - $82.18 $87.3K - $110K
84.7K $6.96M
URA
Global X Uranium ETF

ETFs
10.1K
+ 31.17%
$20.26 - $38.81 $205K - $393K
42.7K $1.66M
EWL
Ishares Inc Msci Switzerlnd

ETFs
14.1K
New
$47.04 - $56.27 $665K - $795K
14.1K $774K
CRWD
Crowd Strike Holdings, Inc.

Technology
218
+ 6.67%
$321.63 - $509.31 $70.1K - $111K
3.49K $1.78M
NVDA
Nvidia Corp

Technology
799
+ 8.57%
$94.31 - $157.99 $75.4K - $126K
10.1K $1.6M
IEF
Ishares Barclays

ETFs
5.13K
+ 8.98%
$93.15 - $96.56 $478K - $495K
62.2K $5.96M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
16.7K
New
$22.4 - $23.8 $373K - $396K
16.7K $396K
EPI
Wisdomtree Tr India Earnings F

ETFs
7.87K
New
$41.3 - $47.52 $325K - $374K
7.87K $373K
MSFT
Microsoft Corp

Technology
6
+ 0.22%
$354.56 - $497.45 $2.13K - $2.98K
2.67K $1.33M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.39K
+ 22.32%
$97.29 - $105.63 $329K - $358K
18.6K $1.88M
PLTR
Palantir Technologies Inc.

Technology
2.04K
New
$74.01 - $144.25 $151K - $294K
2.04K $277K
DKNG
Draft Kings Inc.

Consumer Cyclical
5.33K
New
$31.67 - $42.89 $169K - $228K
5.33K $228K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.69K
+ 1.72%
$72.02 - $73.82 $194K - $199K
160K $11.8M
AVGO
Broadcom Inc.

Technology
792
New
$146.29 - $275.65 $116K - $218K
792 $218K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.52K
New
$105.69 - $140.64 $161K - $214K
1.52K $201K
WMT
Walmart Inc.

Consumer Defensive
2.06K
New
$81.79 - $99.98 $168K - $205K
2.06K $200K
META
Meta Platforms, Inc.

Communication Services
10
+ 1.09%
$484.66 - $738.09 $4.85K - $7.38K
929 $685K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.49K
+ 7.41%
N/A
36K $2.25M
VNQ
Vanguard Specialized Funds Van

ETFs
1.5K
+ 15.27%
$79.79 - $91.42 $120K - $137K
11.3K $1.01M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.21K
+ 4.43%
$48.13 - $49.85 $154K - $160K
75.7K $3.71M
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.02%
$144.7 - $178.6 $145 - $179
5.11K $899K
GLD
Spdr Gold Trust

ETFs
62
+ 2.02%
$273.71 - $316.29 $17K - $19.6K
3.14K $955K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
4
+ 0.42%
$179.95 - $278.88 $720 - $1.12K
958 $267K
COST
Costco Wholesale Corp

Consumer Defensive
20
+ 2.59%
$908.13 - $1056.85 $18.2K - $21.1K
793 $785K
Vanguard Wellington Fd
3.11K
+ 7.54%
N/A
44.4K $0
MLPX
Global X Mlp & Energy Infrastr

ETFs
187
+ 1.02%
$55.32 - $65.02 $10.3K - $12.2K
18.5K $1.16M
XLE
Energy Sector Spdr

ETFs
984
+ 4.44%
$76.44 - $94.13 $75.2K - $92.6K
23.1K $1.96M
Activity Summary
Buys All Purchases 32 New Holdings 10 Increased Positions 22 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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