Mgo Private Wealth, LLC Purchases in Q4 2024

Mgo Private Wealth, LLC

  • $138 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
45K
New
$52.07 - $58.13 $2.34M - $2.61M
45K $2.34M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
13.6K
New
$99.04 - $109.59 $1.35M - $1.49M
13.6K $1.36M
RSP
Invesco S&P 500 Equal Weight E

ETFs
6.74K
New
$174.22 - $187.62 $1.17M - $1.27M
6.74K $1.18M
IEF
Ishares Barclays

ETFs
12K
+ 484.05%
$92.08 - $98.18 $1.11M - $1.18M
14.5K $1.34M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
193
+ 0.34%
$521.84 - $558.82 $101K - $108K
57.8K $31.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
16.4K
+ 12.07%
$71.75 - $75.11 $1.18M - $1.23M
152K $10.9M
TSLA
Tesla, Inc.

Consumer Cyclical
1.69K
New
$213.65 - $479.86 $361K - $810K
1.69K $682K
BXSL
Blackstone Secured Lending Fund

Financial Services
8K
+ 7.18%
$29.25 - $33.27 $234K - $266K
119K $3.86M
AMZN
Amazon Com Inc

Consumer Cyclical
60
+ 0.52%
$180.88 - $232.93 $10.9K - $14K
11.7K $2.56M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.39K
New
$115.08 - $119.55 $390K - $406K
3.39K $391K
MLPX
Global X Mlp & Energy Infrastr

ETFs
3.72K
+ 25.42%
$54.89 - $64.32 $204K - $239K
18.4K $1.11M
SOXX
Ishares Semiconductor ETF

ETFs
1.08K
New
$211.27 - $239.8 $228K - $259K
1.08K $232K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
894
New
$238.25 - $261.28 $213K - $234K
894 $216K
CRWD
Crowd Strike Holdings, Inc.

Technology
8
+ 0.25%
$275.15 - $388.2 $2.2K - $3.11K
3.18K $1.09M
NVDA
Nvidia Corp

Technology
130
+ 1.41%
$117.0 - $148.88 $15.2K - $19.4K
9.35K $1.26M
META
Meta Platforms, Inc.

Communication Services
183
+ 23.43%
$554.08 - $632.68 $101K - $116K
964 $568K
QQQ
Invesco Qqq Trust, Series 1

ETFs
117
+ 8.1%
$481.22 - $538.17 $56.3K - $63K
1.56K $798K
URA
Global X Uranium ETF

ETFs
5.13K
+ 18.65%
$26.78 - $33.46 $137K - $172K
32.6K $873K
IXC
Ishares Tr Global Energy ETF

ETFs
2.41K
+ 37.54%
$36.95 - $43.06 $89.1K - $104K
8.84K $337K
SPIB
Spdr Portfolio Intermediate Te

ETFs
3.69K
+ 6.87%
$32.65 - $33.68 $120K - $124K
57.4K $1.88M
VNQ
Vanguard Specialized Funds Van

ETFs
1.43K
+ 18.9%
$87.85 - $98.6 $126K - $141K
9K $801K
GLD
Spdr Gold Trust

ETFs
53
+ 1.88%
$236.59 - $257.5 $12.5K - $13.6K
2.88K $696K
Vanguard Wellington Fd
8.79K
+ 53.7%
N/A
25.1K $0
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.23K
+ 1.86%
$49.79 - $51.14 $61.4K - $63.1K
67.6K $3.39M
XLE
Energy Sector Spdr

ETFs
396
+ 1.88%
$83.32 - $97.27 $33K - $38.5K
21.4K $1.84M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.32K
+ 3.21%
$44.04 - $49.49 $146K - $164K
107K $4.7M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
587
+ 0.7%
$70.63 - $78.23 $41.5K - $45.9K
84K $5.97M
Activity Summary
Buys All Purchases 28 New Holdings 7 Increased Positions 21 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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