MP
| |
MGO Private Wealth, LLC13F | |
| MGO Private Wealth, LLC | |
| Last update 2025-07-22 | 61 Stocks (10 new) |
| Value $156.00 Mil | Turnover 9 % |
MGO Private Wealth, LLC Top Holdings of 2025-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 64,417 | 36,590.8 | +13.11% | 23.430 | +2.72% | 0.010 | +18.67% | +8.75% | 662,825.4 | ||
BND | Vanguard Total Bond Market ETF | 159,676 | 11,757.0 | +1.72% | 7.530 | +0.13% | 0.010 | +1.68% | +3.54% | 127,767.1 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 98,150 | 9,736.5 | -7.22% | 6.230 | -0.53% | 0.010 | +1.67% | +3.51% | 128,177.6 | ||
VGK | Vanguard FTSE Europe ETF | 96,981 | 7,516.0 | +5.47% | 4.810 | +0.25% | 0.030 | +13.37% | +27.57% | 26,105.8 | ||
VPL | Vanguard FTSE Pacific ETF | 84,732 | 6,963.2 | +1.61% | 4.460 | +0.07% | 0.090 | +14.50% | +19.66% | 8,056.1 | ||
SPY | SPDR S&P 500 ETF Trust | 10,869 | 6,715.3 | -3.59% | 4.300 | -0.16% | 0.000 | +18.63% | +8.70% | 653,432.8 | ||
IEF | iShares 7-10 Year Treasury Bond ETF | 62,239 | 5,960.6 | +8.98% | 3.820 | +0.31% | 0.020 | +1.30% | +4.34% | 34,839.5 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 113,279 | 5,602.8 | -2.13% | 3.590 | -0.08% | 0.010 | +15.53% | +16.75% | 86,536.9 | ||
VTES |
Vanguard Short-Term Tax Exempt Bond ETF
Vanguard Short-Term Tax Exempt Bond ETF
| 44,419 | 4,483.2 | +7.54% | 2.870 | +0.20% | 0.440 | +2.26% | +2.31% | 1,031.2 | ||
AAPL | Apple Inc | 19,777 | 4,057.6 | -7.85% | 2.600 | -0.26% | 0.000 | +4.81% | -14.27% | 3,198,805.9 | Hardware |
MGO Private Wealth, LLC's Historical Top Holdings Breakdowns
MGO Private Wealth, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Add Add | +2.72% | 456.74 ($525.37) 568.03 | $582.16 | 10.81% | Add 13.11% | 64,417 | 7,468 | |
EUSA | iShares MSCI USA Equal Weighted ETF | 2025-06-30 | New Buy New Buy | +1.67% | 82.93 ($93.76) 99.12 | $101.85 | 8.63% | New holding | 26,262 | 26,262 | |
LTPZ |
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
| 2025-06-30 | Reduce Reduce | -1.11% | 50.23 ($51.83) 54.84 | $51.54 | -0.55% | Reduce -55.96% | 22,702 | -28,849 | |
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 2025-06-30 | Reduce Reduce | -1.02% | 58.63 ($59.2) 59.97 | $59.33 | 0.21% | Reduce -48.67% | 25,575 | -24,249 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-06-30 | Reduce Reduce | -0.95% | 152.93 ($172.62) 181.74 | $187.21 | 8.45% | Reduce -55.85% | 6,150 | -7,781 | |
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 2025-06-30 | New Buy New Buy | +0.91% | 79.56 ($81.25) 82.92 | $82.49 | 1.53% | New holding | 17,062 | 17,062 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-06-30 | Reduce Reduce | -0.53% | 96.82 ($98) 99.46 | $98.37 | 0.38% | Reduce -7.22% | 98,150 | -7,641 | |
EWL | iShares MSCI Switzerland ETF | 2025-06-30 | New Buy New Buy | +0.50% | 47.04 ($53.4) 56.27 | $56.10 | 5.06% | New holding | 14,130 | 14,130 | |
SPIB |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
| 2025-06-30 | Reduce Reduce | -0.32% | 32.62 ($33.11) 33.58 | $33.46 | 1.06% | Reduce -37.7% | 22,793 | -13,791 | |
IEF | iShares 7-10 Year Treasury Bond ETF | 2025-06-30 | Add Add | +0.31% | 93.15 ($94.57) 96.56 | $94.66 | 0.09% | Add 8.98% | 62,239 | 5,130 |
MGO Private Wealth, LLC Total Holding History ($B)
MGO Private Wealth, LLC's Asset Allocation
MGO Private Wealth, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
MGO Private Wealth, LLC's Hypothetical Growth since 2025-06-30
MGO Private Wealth, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MGO Private Wealth, LLC's Holdings Heat Map
Size field:
MGO Private Wealth, LLC's Holdings Bubble Chart
MGO Private Wealth, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers