Mgo Private Wealth, LLC Reduced Holdings in Q4 2024

Mgo Private Wealth, LLC

  • $138 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
-80.4K
- 39.71%
$57.78 - $60.4 $4.65M - $4.86M
122K $7.08M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-8.06K
- 8.14%
$63.27 - $70.31 $510K - $567K
90.9K $5.77M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-684
- 0.64%
$96.64 - $101.23 $66.1K - $69.2K
107K $10.4M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-2.24K
- 6.59%
$53.86 - $60.27 $120K - $135K
31.7K $1.71M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-3.08K
- 42.55%
$91.29 - $91.8 $281K - $283K
4.16K $379K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-4.84K
- 34.67%
$48.33 - $49.08 $234K - $238K
9.12K $441K
PAVE
Global X Fds Us Infrastructure

ETFs
-5.16K
- 18.98%
$40.41 - $45.95 $209K - $237K
22K $890K
MSFT
Microsoft Corp

Technology
-430
- 13.34%
$406.35 - $454.46 $175K - $195K
2.79K $1.18M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.15K
- 24.51%
$77.02 - $78.58 $165K - $169K
6.61K $510K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.24K
- 33.96%
$113.92 - $127.38 $141K - $158K
2.41K $277K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-208
- 10.95%
$442.29 - $483.08 $92K - $100K
1.69K $766K
VO
Vanguard Mid Cap ETF

ETFs
-378
- 3.56%
$261.5 - $284.63 $98.8K - $108K
10.2K $2.7M
JPM
Jpmorgan Chase & CO

Financial Services
-537
- 27.68%
$205.18 - $250.29 $110K - $134K
1.4K $336K
EWC
Ishares Msci Canada ETF

ETFs
-482
- 1.24%
$39.64 - $43.28 $19.1K - $20.9K
38.4K $1.55M
IEMG
Ishares Inc

ETFs
-1.21K
- 3.78%
N/A
30.8K $1.65M
COST
Costco Wholesale Corp

Consumer Defensive
-80
- 9.22%
$873.59 - $994.69 $69.9K - $79.6K
788 $722K
SPY
Spdr S&P 500 ETF Trust

ETFs
-315
- 2.67%
$567.81 - $607.81 $179K - $191K
11.5K $6.73M
VB
Vanguard Small Cap ETF

ETFs
-166
- 15.4%
$233.76 - $261.58 $38.8K - $43.4K
912 $219K
TIP
Ishares Tr Tips Bd ETF

ETFs
-132
- 5.54%
$106.33 - $110.69 $14K - $14.6K
2.25K $239K
DKNG
Draft Kings Inc.

Consumer Cyclical
-100
- 1.73%
$35.32 - $44.84 $3.53K - $4.48K
5.69K $211K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-42
- 0.6%
$77.86 - $79.27 $3.27K - $3.33K
7K $545K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-159
- 2.29%
$61.68 - $67.87 $9.81K - $10.8K
6.8K $423K
DIS
Walt Disney CO

Communication Services
-619
- 9.82%
$92.39 - $117.6 $57.2K - $72.8K
5.68K $632K
GOOGL
Alphabet Inc.

Communication Services
-440
- 7.94%
$161.86 - $196.66 $71.2K - $86.5K
5.11K $966K
AAPL
Apple Inc.

Technology
-787
- 3.26%
$221.69 - $259.02 $174K - $204K
23.3K $5.84M
Activity Summary
Buys All Purchases 28 New Holdings 7 Increased Positions 21 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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