Mgo Private Wealth, LLC Portfolio Holdings by Sector
Mgo Private Wealth, LLC
- $158 Million
- Q2 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO VGIT AGG BND VUG SPY VGK VTV 48 stocks |
$123,979
78.68% of portfolio
|
11
|
31
|
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
VPL 1 stocks |
$5,801
3.68% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$5,517
3.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BXSL 1 stocks |
$3,409
2.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT CRWD 2 stocks |
$3,108
1.97% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$3,082
1.96% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$2,467
1.57% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$1,661
1.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$1,292
0.82% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$1,110
0.7% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$941
0.6% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$934
0.59% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR TMO 2 stocks |
$569
0.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$526
0.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$512
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$425
0.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$351
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$324
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$274
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$227
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$226
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$224
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU 1 stocks |
$211
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$201
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK 1 stocks |
$201
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|