Mgo Private Wealth, LLC Purchases and Sells in Q3 2025

Mgo Private Wealth, LLC

$161 Million
Q3 2025

Top Buys

Incresed Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	13.7K + 8.61%	$72.57 - $74.72 $997K - $1.03M	173K $12.9M
VTEB	15.6K + 20.53%	$48.5 - $50.19 $754K - $781K	91.3K $4.57M
NVDA	938 + 9.26%	$153.3 - $186.58 $144K - $175K	11.1K $2.06M
URA	57 + 0.13%	$36.45 - $50.4 $2.08K - $2.87K	42.7K $2.04M
PLTR	1.54K + 75.76%	$130.68 - $186.97 $202K - $289K	3.58K $653K
VGK	1.33K + 1.37%	$75.26 - $80.19 $100K - $107K	98.3K $7.85M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HOOD	2.4K New	$91.27 - $143.18 $219K - $343K	2.4K $343K
PML	32.4K New	$7.11 - $7.91 $230K - $256K	32.4K $256K
SOXX	883 New	$236.93 - $271.12 $209K - $239K	883 $239K
UNH	626 New	$237.77 - $353.61 $149K - $221K	626 $216K
IJR	1.76K New	$108.46 - $120.63 $191K - $212K	1.76K $208K
BUG	5.87K New	$32.23 - $37.41 $189K - $220K	5.87K $206K

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGIT	-8K - 31.27%	$58.97 - $60.36 $472K - $483K	17.6K $1.06M
DIS	-1.63K - 34.67%	$112.25 - $124.0 $183K - $202K	3.07K $351K
SPIB	-3.42K - 15.0%	$33.26 - $34.01 $114K - $116K	19.4K $656K
DTD	-1.93K - 13.74%	$79.83 - $84.0 $154K - $162K	12.1K $1.02M
PAVE	-2.09K - 17.77%	$44.02 - $47.63 $91.9K - $99.4K	9.66K $460K
BRK-B	-115 - 6.8%	$459.11 - $506.91 $52.8K - $58.3K	1.58K $792K

Activity Summary All Purchases 33 New Holdings 8 Increased Positions 25 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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