Mgo Private Wealth, LLC Portfolio Holdings by Sector
Mgo Private Wealth, LLC
- $159 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO VGIT AGG BND VGK SPY VUG VTV 49 stocks |
$127,740
80.31% of portfolio
|
  18  
|
  28  
|
  2  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$6,174
3.88% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4,586
2.88% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BXSL 1 stocks |
$3,468
2.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2,859
1.8% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT CRWD 2 stocks |
$2,803
1.76% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$2,200
1.38% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V MA 2 stocks |
$1,390
0.87% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$1,055
0.66% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$978
0.61% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$955
0.6% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$901
0.57% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$586
0.37% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
TMO DHR 2 stocks |
$582
0.37% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$500
0.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$424
0.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$350
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$315
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$277
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$252
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT ASXC 2 stocks |
$247
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$217
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
INTU 1 stocks |
$209
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|