Mgo Private Wealth, LLC Purchases in Q1 2025

Mgo Private Wealth, LLC

  • $138 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
42.6K
+ 293.96%
$91.17 - $95.39 $3.89M - $4.06M
57.1K $5.45M
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.19K
+ 106.57%
$169.43 - $182.84 $1.22M - $1.31M
13.9K $2.41M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.73K
+ 110.95%
$468.34 - $539.52 $812K - $935K
3.3K $1.55M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.04K
+ 1.15%
$63.07 - $73.5 $65.7K - $76.6K
92K $6.46M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.75K
+ 3.12%
$71.17 - $73.66 $338K - $350K
157K $11.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.95K
+ 8.38%
$42.5 - $46.71 $380K - $418K
116K $5.24M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
6.59K
+ 14.64%
$50.99 - $55.74 $336K - $367K
51.6K $2.83M
BXSL
Blackstone Secured Lending Fund

Financial Services
9.57K
+ 8.02%
$31.3 - $34.5 $299K - $330K
129K $4.17M
XLE
Energy Sector Spdr

ETFs
717
+ 3.34%
$85.7 - $93.96 $61.4K - $67.4K
22.2K $2.07M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.54K
+ 11.31%
$97.25 - $104.79 $150K - $161K
15.2K $1.57M
UNH
Unitedhealth Group Inc

Healthcare
399
New
$461.52 - $548.18 $184K - $219K
399 $208K
MA
Mastercard Inc

Financial Services
379
New
$504.67 - $576.31 $191K - $218K
379 $207K
GLD
Spdr Gold Trust

ETFs
196
+ 6.81%
$243.19 - $288.14 $47.7K - $56.5K
3.07K $885K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.52K
+ 8.12%
N/A
33.5K $2.09M
EWC
Ishares Msci Canada ETF

ETFs
2.38K
+ 6.2%
$39.3 - $42.52 $93.7K - $101K
40.8K $1.66M
VNQ
Vanguard Specialized Funds Van

ETFs
810
+ 9.0%
$85.55 - $94.34 $69.3K - $76.4K
9.81K $888K
CRWD
Crowd Strike Holdings, Inc.

Technology
93
+ 2.93%
$308.86 - $455.36 $28.7K - $42.3K
3.27K $1.15M
VO
Vanguard Mid Cap ETF

ETFs
346
+ 3.38%
$251.87 - $277.95 $87.1K - $96.2K
10.6K $2.74M
Vanguard Wellington Fd
16.2K
+ 64.26%
N/A
41.3K $0
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
60
+ 6.71%
$211.47 - $267.17 $12.7K - $16K
954 $201K
DIS
Walt Disney CO

Communication Services
73
+ 1.28%
$96.87 - $114.0 $7.07K - $8.32K
5.76K $568K
TSLA
Tesla, Inc.

Consumer Cyclical
187
+ 11.07%
$222.15 - $428.22 $41.5K - $80.1K
1.88K $486K
AMZN
Amazon Com Inc

Consumer Cyclical
217
+ 1.86%
$190.26 - $242.06 $41.3K - $52.5K
11.9K $2.26M
Activity Summary
Buys All Purchases 24 New Holdings 2 Increased Positions 22 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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