Mgo Private Wealth, LLC Portfolio Holdings by Sector

Mgo Private Wealth, LLC

$138 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO BND AGG VGK SPY IEF VWO VTEB 37 stocks	$112,080 81.49% of portfolio	16	13	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs VPL 1 stocks	$6,042 4.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$4,767 3.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BXSL 1 stocks	$4,171 3.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$2,261 1.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CRWD MSFT 2 stocks	$2,153 1.57% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$1,318 0.96% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$1,010 0.73% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$901 0.66% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS NFLX 2 stocks	$862 0.63% of portfolio	1	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$731 0.53% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$486 0.35% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$344 0.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$208 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$207 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts

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