Mgo Private Wealth, LLC Portfolio Holdings
Mgo Private Wealth, LLC
- $138 Million
- Q4 2024
Mgo Private Wealth, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $138 Million distributed in 58 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 $31.1M, Vanguard Bd Index Fd Inc Total with a value of $10.9M, Ishares Core U.S. Aggregate Bo with a value of $10.4M, Vanguard Intermediate Term Tre with a value of $7.08M, and Spdr S&P 500 ETF Trust with a value of $6.73M.
Examining the 13F form we can see an decrease of $547K in the current position value, from $139M to 138M.
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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