Mgo Private Wealth, LLC Portfolio Holdings

Mgo Private Wealth, LLC

  • $139 Million
  • Q3 2024

Mgo Private Wealth, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $139 Million distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $30.4M, Vanguard Intermediate Term Tre with a value of $12.2M, Ishares Core U.S. Aggregate Bo with a value of $10.9M, Vanguard Bd Index Fd Inc Total with a value of $10.2M, and Vanguard Ftse Europe ETF Ftse with a value of $7.04M.

Examining the 13F form we can see an decrease of $19M in the current position value, from $158M to 139M.

Mgo Private Wealth, LLC is based out at Irvine, CA

Below you can find more details about Mgo Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $139 Million
ETFs: $118 Million
Technology: $9.01 Million
Financial Services: $4.83 Million
Consumer Cyclical: $2.65 Million
Communication Services: $2.2 Million
Consumer Defensive: $1.2 Million
Healthcare: $264,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.14B
$3.26 Million 2.35% of portfolio
111,351
Q1 2024 Reduced 2.1%

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $139 Million
  • Prior Value $158 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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