Mgo Private Wealth, LLC Portfolio Holdings by Sector

Mgo Private Wealth, LLC

$139 Million
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO VGIT AGG BND VGK SPY VWO VTEB 39 stocks	$111,893 80.74% of portfolio	11	24	1	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs VPL 1 stocks	$6,542 4.72% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$5,614 4.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BXSL 1 stocks	$3,261 2.35% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT CRWD 2 stocks	$2,274 1.64% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$2,162 1.56% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$1,366 0.99% of portfolio	-	2	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$1,119 0.81% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$990 0.71% of portfolio	-	2	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$874 0.63% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS NFLX 2 stocks	$834 0.6% of portfolio	1	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$408 0.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$291 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$264 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical ABNB 1 stocks	$256 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$227 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$207 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mgo Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mgo Private Wealth, LLC with notifications on news.