Mgo Private Wealth, LLC Portfolio Holdings by Sector
Mgo Private Wealth, LLC
- $161 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO BND AGG VGK SPY IEF VWO VTEB 42 stocks |
$129,103
80.38% of portfolio
|
20
|
14
|
3
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$7,424
4.62% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4,971
3.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
CRWD MSFT PLTR HOOD 4 stocks |
$4,158
2.59% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BXSL PML 2 stocks |
$3,616
2.25% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2,815
1.75% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$2,364
1.47% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$1,975
1.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$946
0.59% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$792
0.49% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$729
0.45% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$676
0.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$439
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$216
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA 1 stocks |
$215
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
STGW 1 stocks |
$178
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
ALCC 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|