Mgo Private Wealth, LLC Purchases in Q3 2025

Mgo Private Wealth, LLC

  • $161 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
13.7K
+ 8.61%
$72.57 - $74.72 $997K - $1.03M
173K $12.9M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
15.6K
+ 20.53%
$48.5 - $50.19 $754K - $781K
91.3K $4.57M
NVDA
Nvidia Corp

Technology
938
+ 9.26%
$153.3 - $186.58 $144K - $175K
11.1K $2.06M
URA
Global X Uranium ETF

ETFs
57
+ 0.13%
$36.45 - $50.4 $2.08K - $2.87K
42.7K $2.04M
PLTR
Palantir Technologies Inc.

Technology
1.54K
+ 75.76%
$130.68 - $186.97 $202K - $289K
3.58K $653K
HOOD
Robinhood Markets, Inc.

Technology
2.4K
New
$91.27 - $143.18 $219K - $343K
2.4K $343K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.33K
+ 1.37%
$75.26 - $80.19 $100K - $107K
98.3K $7.85M
PML
Pimco Municipal Income Fund Ii

Financial Services
32.4K
New
$7.11 - $7.91 $230K - $256K
32.4K $256K
SOXX
Ishares Semiconductor ETF

ETFs
883
New
$236.93 - $271.12 $209K - $239K
883 $239K
UNH
Unitedhealth Group Inc

Healthcare
626
New
$237.77 - $353.61 $149K - $221K
626 $216K
BUG
Global X Fds Cybersecurity ETF

ETFs
5.87K
New
$32.23 - $37.41 $189K - $220K
5.87K $206K
IEF
Ishares Barclays

ETFs
1.56K
+ 2.5%
$93.91 - $97.26 $146K - $151K
63.8K $6.15M
STGW
Stagwell Inc

Communication Services
31.7K
New
$4.53 - $5.76 $144K - $183K
31.7K $178K
EWC
Ishares Msci Canada ETF

ETFs
322
+ 0.88%
$45.86 - $50.88 $14.8K - $16.4K
37K $1.87M
GLD
Spdr Gold Trust

ETFs
28
+ 0.89%
$300.96 - $355.47 $8.43K - $9.95K
3.16K $1.12M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
666
+ 2.54%
$99.08 - $103.57 $66K - $69K
26.9K $2.77M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
964
+ 5.2%
$98.52 - $103.93 $95K - $100K
19.5K $2.01M
XLE
Energy Sector Spdr

ETFs
80
+ 0.35%
$84.25 - $91.99 $6.74K - $7.36K
23.2K $2.07M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
1.64K
+ 7.23%
$50.93 - $53.85 $83.6K - $88.4K
24.3K $1.3M
AMZN
Amazon Com Inc

Consumer Cyclical
393
+ 3.16%
$211.65 - $238.24 $83.2K - $93.6K
12.8K $2.82M
AVGO
Broadcom Inc.

Technology
119
+ 15.03%
$264.74 - $369.57 $31.5K - $44K
911 $300K
VNQ
Vanguard Specialized Funds Van

ETFs
300
+ 2.65%
$88.47 - $93.24 $26.5K - $28K
11.6K $1.06M
META
Meta Platforms, Inc.

Communication Services
71
+ 7.64%
$695.21 - $791.73 $49.4K - $56.2K
1K $734K
VCIT
Vanguard Intermediate Term Cor

ETFs
231
+ 1.35%
$81.75 - $84.54 $18.9K - $19.5K
17.3K $1.45M
EWL
Ishares Inc Msci Switzerlnd

ETFs
404
+ 2.86%
$52.43 - $56.33 $21.2K - $22.8K
14.5K $802K
MLPX
Global X Mlp & Energy Infrastr

ETFs
390
+ 2.1%
$59.5 - $62.99 $23.2K - $24.6K
18.9K $1.19M
WMT
Walmart Inc.

Consumer Defensive
3
+ 0.15%
$94.4 - $104.27 $283 - $313
2.06K $212K
CRWD
Crowd Strike Holdings, Inc.

Technology
159
+ 4.56%
$412.46 - $514.1 $65.6K - $81.7K
3.65K $1.79M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
12
+ 0.22%
$78.96 - $80.04 $948 - $960
5.5K $439K
ALCC
Alt C Acquisition Corp.

Financial Services
3.84K
New
N/A
3.84K $0
Vanguard Wellington Fd
6.14K
+ 13.82%
N/A
50.6K $0
EPI
Wisdomtree Tr India Earnings F

ETFs
359
+ 4.56%
$43.79 - $47.63 $15.7K - $17.1K
8.23K $363K
Activity Summary
Buys All Purchases 33 New Holdings 8 Increased Positions 25 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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