Mgo Private Wealth, LLC Portfolio Holdings

Mgo Private Wealth, LLC

  • $158 Million
  • Q2 2024

Mgo Private Wealth, LLC has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $158 Million distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $25.2M, Vanguard Intermediate Term Tre with a value of $11.2M, Ishares Core U.S. Aggregate Bo with a value of $10.5M, Vanguard Bd Index Fd Inc Total with a value of $10.2M, and Vanguard Growth ETF with a value of $7.02M.

Examining the 13F form we can see an decrease of $1.5M in the current position value, from $159M to 158M.

Mgo Private Wealth, LLC is based out at Irvine, CA

Below you can find more details about Mgo Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $158 Million
ETFs: $130 Million
Technology: $10.7 Million
Financial Services: $6.29 Million
Consumer Cyclical: $4.11 Million
Communication Services: $3.41 Million
Healthcare: $1.63 Million
Consumer Defensive: $1.46 Million
Industrials: $201,000
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $158 Million
  • Prior Value $159 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 02, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 5 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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