 |
Size ($ in 1000's)
At 03/31/2024: $159,367
At 12/31/2023: $145,474
MGO Private Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from MGO Private Wealth LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 03/31/2024, below is a summary of the MGO Private Wealth LLC top holdings by largest position size, as per the latest 13f filing made by MGO Private Wealth LLC.
In the MGO Private Wealth LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by MGO Private Wealth LLC in that top holding, then the share count change between reporting periods, and finally the MGO Private Wealth LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VOO) |
52,875 |
+5,098 |
$25,417 | | VOO | 52,875 | +5,098 | $25,417 | | VANGUARD SCOTTSDALE FDS (VGIT) |
181,414 |
+48,926 |
$10,622 | | VGIT | 181,414 | +48,926 | $10,622 | | ISHARES TR (AGG) |
108,184 |
-1,273 |
$10,596 | | AGG | 108,184 | -1,273 | $10,596 | | VANGUARD BD INDEX FDS (BND) |
131,660 |
+7,683 |
$9,562 | | BND | 131,660 | +7,683 | $9,562 | | VANGUARD INTL EQUITY INDEX F (VGK) |
104,275 |
-9,629 |
$7,022 | | VGK | 104,275 | -9,629 | $7,022 | | SPDR S&P 500 ETF TR (SPY) |
13,088 |
-469 |
$6,846 | | SPY | 13,088 | -469 | $6,846 | | VANGUARD INDEX FDS (VUG) |
19,376 |
-1,546 |
$6,669 | | VUG | 19,376 | -1,546 | $6,669 | | VANGUARD INTL EQUITY INDEX F (VPL) |
81,216 |
-13,185 |
$6,175 | | VPL | 81,216 | -13,185 | $6,175 | | VANGUARD INDEX FDS (VTV) |
35,244 |
+996 |
$5,740 | | VTV | 35,244 | +996 | $5,740 | | VANGUARD INTL EQUITY INDEX F (VWO) |
120,250 |
-7,661 |
$5,023 | | VWO | 120,250 | -7,661 | $5,023 | | VANGUARD WHITEHALL FDS (VWOB) |
77,676 |
+9,747 |
$4,960 | | VWOB | 77,676 | +9,747 | $4,960 | | APPLE INC |
26,744 |
+309 |
$4,586 | | AAPL | 26,744 | +309 | $4,586 | | GLOBAL X FDS |
96,141 |
+8,479 |
$3,827 | | PAVE | 96,141 | +8,479 | $3,827 | | BLACKSTONE SECD LENDING FD |
111,351 |
-2,386 |
$3,469 | | BXSL | 111,351 | -2,386 | $3,469 | | VANGUARD INDEX FDS (VO) |
13,545 |
-170 |
$3,384 | | VO | 13,545 | -170 | $3,384 | | AMAZON COM INC |
15,851 |
-3 |
$2,859 | | AMZN | 15,851 | -3 | $2,859 | | VANGUARD MUN BD FDS (VTEB) |
43,321 |
+8,828 |
$2,192 | | VTEB | 43,321 | +8,828 | $2,192 | | MICROSOFT CORP |
5,040 |
+704 |
$2,120 | | MSFT | 5,040 | +704 | $2,120 | | ISHARES TR (IEUR) |
34,200 |
-9,550 |
$1,978 | | IEUR | 34,200 | -9,550 | $1,978 | | SPDR SER TR (SPIB) |
54,420 |
-9,460 |
$1,779 | | SPIB | 54,420 | -9,460 | $1,779 | | ISHARES INC (IEMG) |
33,249 |
-7,680 |
$1,716 | | IEMG | 33,249 | -7,680 | $1,716 | | ISHARES INC (EWC) |
39,486 |
+768 |
$1,512 | | EWC | 39,486 | +768 | $1,512 | | SELECT SECTOR SPDR TR (XLE) |
15,449 |
+1,228 |
$1,459 | | XLE | 15,449 | +1,228 | $1,459 | | VANGUARD INDEX FDS (VBR) |
7,506 |
+18 |
$1,440 | | VBR | 7,506 | +18 | $1,440 | | WISDOMTREE TR |
20,292 |
-1,733 |
$1,435 | | DTD | 20,292 | -1,733 | $1,435 | | VANGUARD INDEX FDS (VBK) |
5,112 |
-20 |
$1,333 | | VBK | 5,112 | -20 | $1,333 | | ALPHABET INC |
8,544 |
-100 |
$1,290 | | GOOGL | 8,544 | -100 | $1,290 | | VANGUARD INDEX FDS (VB) |
5,176 |
+141 |
$1,183 | | VB | 5,176 | +141 | $1,183 |  BERKSHIRE HATHAWAY INC DEL |
|
|
$978 | | BRK.B | 2,326 | -197 | $978 | | VANECK ETF TRUST (MOO) |
12,945 |
+43 |
$973 | | MOO | 12,945 | +43 | $973 | | DISNEY WALT CO |
7,366 |
+112 |
$901 | | DIS | 7,366 | +112 | $901 | | VANGUARD MALVERN FDS (VTIP) |
18,203 |
-11,320 |
$872 | | VTIP | 18,203 | -11,320 | $872 | | ISHARES INC (PICK) |
18,254 |
+94 |
$761 | | PICK | 18,254 | +94 | $761 | | NVIDIA CORPORATION |
825 |
+825 |
$745 | | NVDA | 825 | +825 | $745 | | VISA INC |
2,643 |
+954 |
$738 | | V | 2,643 | +954 | $738 | | VANGUARD BD INDEX FDS (BSV) |
9,477 |
-1,427 |
$727 | | BSV | 9,477 | -1,427 | $727 | | GLOBAL X FDS |
14,422 |
-124 |
$707 | | MLPX | 14,422 | -124 | $707 | | COSTCO WHSL CORP NEW |
948 |
+285 |
$695 | | COST | 948 | +285 | $695 | | CROWDSTRIKE HLDGS INC |
2,133 |
+466 |
$684 | | CRWD | 2,133 | +466 | $684 | | MASTERCARD INCORPORATED |
1,358 |
+570 |
$654 | | MA | 1,358 | +570 | $654 | | GLOBAL X FDS |
22,086 |
-153 |
$637 | | URA | 22,086 | -153 | $637 | | VANGUARD SCOTTSDALE FDS (VCSH) |
8,110 |
-1,388 |
$627 | | VCSH | 8,110 | -1,388 | $627 | | HOME DEPOT INC |
1,529 |
UNCH |
$587 | | HD | 1,529 | UNCH | $587 | | SCHWAB STRATEGIC TR |
11,590 |
UNCH |
$568 | | SCHR | 11,590 | UNCH | $568 | | SPDR SER TR (SPYD) |
13,028 |
+1,591 |
$530 | | SPYD | 13,028 | +1,591 | $530 | | ALPHABET INC |
3,301 |
+1,730 |
$503 | | GOOG | 3,301 | +1,730 | $503 | | VANGUARD WHITEHALL FDS (VYM) |
4,135 |
-191 |
$500 | | VYM | 4,135 | -191 | $500 | | ZOETIS INC |
2,957 |
+962 |
$500 | | ZTS | 2,957 | +962 | $500 | | INVESCO QQQ TR |
1,050 |
-41 |
$466 | | QQQ | 1,050 | -41 | $466 | | ISHARES TR (IJR) |
3,847 |
-576 |
$425 | | IJR | 3,847 | -576 | $425 |
See Full List: All Stocks Held By MGO Private Wealth LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By MGO Private Wealth LLC
|
|
