MP
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MGO Private Wealth, LLC13F | |
| MGO Private Wealth, LLC | |
| Last update 2025-04-21 | 55 Stocks (2 new) |
| Value $142.00 Mil | Turnover 8 % |
MGO Private Wealth, LLC Top Holdings of 2025-03-31
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| 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 | 56,949 | 29,266.7 | -1.47% | 20.640 | -0.33% | 0.000 | +19.49% | +7.69% | 660,295.8 | ||
BND | Vanguard Total Bond Market ETF | 156,982 | 11,530.3 | +3.12% | 8.130 | +0.25% | 0.010 | +1.30% | +3.32% | 127,557.3 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 105,791 | 10,464.9 | -1.08% | 7.380 | -0.08% | 0.010 | +1.22% | +3.23% | 127,972.9 | ||
VGK | Vanguard FTSE Europe ETF | 91,954 | 6,456.1 | +1.15% | 4.550 | +0.05% | 0.030 | +11.93% | +23.82% | 25,098.3 | ||
SPY | SPDR S&P 500 ETF Trust | 11,274 | 6,306.6 | -1.89% | 4.450 | -0.09% | 0.000 | +19.50% | +7.65% | 642,879.6 | ||
VPL | Vanguard FTSE Pacific ETF | 83,390 | 6,042.4 | -0.78% | 4.260 | -0.03% | 0.080 | +12.07% | +14.79% | 7,715.2 | ||
IEF | iShares 7-10 Year Treasury Bond ETF | 57,109 | 5,446.5 | +293.96% | 3.840 | +2.87% | 0.010 | +0.66% | +4.05% | 34,816.7 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 115,743 | 5,238.6 | +8.38% | 3.690 | +0.29% | 0.010 | +17.00% | +15.15% | 86,995.1 | ||
AAPL | Apple Inc | 21,461 | 4,767.1 | -7.98% | 3.360 | -0.33% | 0.000 | +7.26% | -15.54% | 3,151,444.4 | Hardware | |
BXSL | Blackstone Secured Lending Fund | 128,917 | 4,171.8 | +8.02% | 2.940 | +0.22% | 0.060 | +14.62% | +4.97% | 7,421.0 | Asset Management |
MGO Private Wealth, LLC's Historical Top Holdings Breakdowns
MGO Private Wealth, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 2025-03-31 | Reduce Reduce | -2.98% | 57.44 ($58.5) 59.4 | $59.25 | 1.28% | Reduce -59.18% | 49,824 | -72,225 | |
IEF | iShares 7-10 Year Treasury Bond ETF | 2025-03-31 | Add Add | +2.87% | 91.17 ($93.56) 95.39 | $94.38 | 0.88% | Add 293.96% | 57,109 | 42,613 | |
VTES |
Vanguard Short-Term Tax Exempt Bond ETF
Vanguard Short-Term Tax Exempt Bond ETF
| 2025-03-31 | Add Add | +1.15% | 100.03 ($100.59) 101.25 | $101.07 | 0.48% | Add 64.26% | 41,306 | 16,159 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Add Add | +0.88% | 169.43 ($177.82) 182.84 | $184.07 | 3.51% | Add 106.57% | 13,931 | 7,187 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Add Add | +0.57% | 468.34 ($508.07) 539.52 | $560.99 | 10.42% | Add 110.95% | 3,295 | 1,733 | |
SPIB |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
| 2025-03-31 | Reduce Reduce | -0.49% | 32.5 ($32.96) 33.3 | $33.42 | 1.39% | Reduce -36.3% | 36,584 | -20,845 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.33% | 507.05 ($540.58) 563.67 | $576.45 | 6.64% | Reduce -1.47% | 56,949 | -848 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.33% | 209.68 ($231.67) 247.1 | $211.00 | -8.92% | Reduce -7.98% | 21,461 | -1,861 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-03-31 | Add Add | +0.29% | 42.5 ($45.01) 46.71 | $50.52 | 12.23% | Add 8.38% | 115,743 | 8,948 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Sold Out Sold Out | -0.27% | 91.45 ($91.59) 91.75 | $91.64 | 0.05% | Sold Out | 0 | -4,156 |
MGO Private Wealth, LLC Total Holding History ($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
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MGO Private Wealth, LLC's Hypothetical Growth since 2025-03-31
MGO Private Wealth, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MGO Private Wealth, LLC's Holdings Heat Map
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MGO Private Wealth, LLC's Holdings Bubble Chart
MGO Private Wealth, LLC News
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