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MGO Private Wealth

Latest statistics and disclosures from MGO Private Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, VGIT, AGG, BND, VGK, and represent 50.37% of MGO Private Wealth's stock portfolio.
Added to shares of these 10 stocks: VOO, GLD, VGIT, VPL, VTES, VNQ, CRWD, ABNB, QQQ, VWOB.
Started 2 new stock positions in ABNB, GLD.
Reduced shares in these 10 stocks: VUG (-$7.0M), VTV (-$5.5M), PAVE, VBR, VBK, MOO, AMZN, VB, MSFT, .
Sold out of its positions in ABT, GOOG, APH, AVGO, DHR, HD, PDBC, INTU, IGIB, SHYG. SPGI, SPYD, XLI, TJX, TMO, MOO, VYM, VBK, VBR, VTV, VRSK, V, ZTS, LIN.
MGO Private Wealth was a net seller of stock by $-25M.
MGO Private Wealth has $141M in assets under management (AUM), dropping by -11.75%.
Central Index Key (CIK): 0001952532

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Portfolio Holdings for MGO Private Wealth

MGO Private Wealth holds 60 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	21.6	$30M	+14%	58k	527.67	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	8.7	$12M	+4%	202k	60.42	View chart
Ishares Tr Core Us Aggbd Et (AGG)	7.8	$11M		108k	101.27	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	7.3	$10M	-4%	136k	75.11	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	5.0	$7.0M		99k	71.10	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.8	$6.8M	-5%	12k	573.78	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	4.7	$6.5M	+6%	84k	78.39	View chart
Apple (AAPL)	4.0	$5.6M	-7%	24k	233.00	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.5	$5.0M	-8%	104k	47.85	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.4	$3.4M		66k	51.12	View chart
Blackstone Secd Lending Common Stock (BXSL)	2.3	$3.3M		111k	29.29	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.0	$2.8M	-8%	11k	263.83	View chart
Amazon (AMZN)	1.5	$2.2M	-27%	12k	186.33	View chart
Ishares Tr Core Msci Euro (IEUR)	1.5	$2.1M		34k	60.93	View chart
Select Sector Spdr Tr Energy (XLE)	1.3	$1.8M	-10%	21k	87.80	View chart
Ishares Core Msci Emkt (IEMG)	1.3	$1.8M		32k	57.41	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	1.3	$1.8M	+2%	54k	33.71	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	1.2	$1.7M	+11%	26k	66.37	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	1.2	$1.7M	+21%	16k	101.42	View chart
Ishares Msci Cda Etf (EWC)	1.2	$1.6M		39k	41.52	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	1.1	$1.5M		20k	76.68	View chart
Microsoft Corporation (MSFT)	1.0	$1.4M	-36%	3.2k	430.30	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.8	$1.1M	-68%	27k	41.16	View chart
NVIDIA Corporation (NVDA)	0.8	$1.1M	-11%	9.2k	121.45	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$920k	-35%	5.5k	165.84	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.6	$889k	+42%	3.2k	280.47	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$875k	-17%	1.9k	460.26	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.6	$796k		15k	54.43	View chart
Global X Fds Global X Uranium (URA)	0.6	$787k	+19%	28k	28.61	View chart
Costco Wholesale Corporation (COST)	0.5	$770k	-9%	868.00	886.52	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$738k	+65%	7.6k	97.42	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$705k	+52%	1.4k	488.07	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$689k	-3%	8.8k	78.69	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.5	$688k	-8%	14k	49.31	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$687k	NEW	2.8k	243.06	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.5	$664k	-18%	7.2k	91.81	View chart
Walt Disney Company (DIS)	0.4	$606k	-14%	6.3k	96.19	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$559k	-12%	7.0k	79.42	View chart
Meta Platforms Cl A (META)	0.3	$447k	-8%	781.00	572.44	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$433k	+6%	7.0k	62.32	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$426k		3.6k	116.96	View chart
JPMorgan Chase & Co. (JPM)	0.3	$409k	-7%	1.9k	210.86	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.3	$408k		17k	24.05	View chart
Mastercard Incorporated Cl A (MA)	0.2	$291k	-56%	590.00	493.80	View chart
UnitedHealth (UNH)	0.2	$265k	-28%	453.00	584.68	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$263k	-15%	2.4k	110.48	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$262k		3.7k	71.74	View chart
Ishares Tr Global Energ Etf (IXC)	0.2	$260k		6.4k	40.48	View chart
Airbnb Com Cl A (ABNB)	0.2	$257k	NEW	2.0k	126.81	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$256k	-75%	1.1k	237.21	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$253k	-96%	659.00	383.93	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$244k		2.5k	98.12	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$229k		3.9k	59.02	View chart
Netflix (NFLX)	0.2	$228k		322.00	709.27	View chart
Draftkings Com Cl A (DKNG)	0.2	$227k	-2%	5.8k	39.20	View chart
Wal-Mart Stores (WMT)	0.2	$221k	-36%	2.7k	80.74	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.2	$213k	-13%	2.2k	98.80	View chart
Procter & Gamble Company (PG)	0.1	$208k	-43%	1.2k	173.20	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$206k	-7%	5.0k	41.49	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.1	$151k	-6%	10k	14.69	View chart

Past Filings by MGO Private Wealth

SEC 13F filings are viewable for MGO Private Wealth going back to 2022

MGO Private Wealth 2024 Q3 filed Nov. 8, 2024
MGO Private Wealth 2024 Q2 filed Aug. 2, 2024
MGO Private Wealth 2024 Q1 filed April 18, 2024
MGO Private Wealth 2023 Q4 filed Feb. 5, 2024
MGO Private Wealth 2023 Q3 filed Nov. 1, 2023
MGO Private Wealth 2023 Q2 filed July 13, 2023
MGO Private Wealth 2023 Q1 filed April 17, 2023
MGO Private Wealth 2022 Q4 filed Feb. 2, 2023
MGO Private Wealth 2022 Q3 filed Nov. 14, 2022

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