The Analysis of MGO Private Wealth, LLC's Holdings
Currently, MGO Private Wealth, LLC holds 67 types of securities in its portfolio with a total value $166.8M. In the most recent quarter, they have increased their positions in BND (+13.7K shares, valued at $1.0M), VTEB (+15.6K shares, valued at $778.7K), VTES (+6.1K shares, valued at $625.5K); decreased their positions in VOO (-2.0K shares, valued at $1.2M), VGIT (-8.0K shares, valued at $480.1K), DIS (-1.6K shares, valued at $186.8K); initiated new positions in OKLO (+3.8K shares, valued at $428.4K), HOOD (+2.4K shares, valued at $343.5K), PML (+32.4K shares, valued at $256.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS62.4K shares-3.15%2025-09-302025-11-14
BND VANGUARD BD INDEX FDS173.4K shares8.61%2025-09-302025-11-14 AGG ISHARES TR97.7K shares-0.41%2025-09-302025-11-14 VGK VANGUARD INTL EQUITY INDEX F98.3K shares1.37%2025-09-302025-11-14 VPL VANGUARD INTL EQUITY INDEX F84.5K shares-0.25%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TR10.6K shares-2.56%2025-09-302025-11-14 IEF ISHARES TR63.8K shares2.50%2025-09-302025-11-14 VWO VANGUARD INTL EQUITY INDEX F112.9K shares-0.37%2025-09-302025-11-14 VTES VANGUARD WELLINGTON FD50.6K shares13.82%2025-09-302025-11-14 AAPL APPLE INC19.5K shares-1.27%2025-09-302025-11-14 VTEB VANGUARD MUN BD FDS91.3K shares20.53%2025-09-302025-11-14 BXSL BLACKSTONE SECD LENDING FD128.9K shares0.00%2025-09-302025-11-14 VO VANGUARD INDEX FDS10.3K shares-0.61%2025-09-302025-11-14 AMZN AMAZON COM INC12.8K shares3.16%2025-09-302025-11-14 EUSA ISHARES INC26.9K shares2.54%2025-09-302025-11-14 VWOB VANGUARD WHITEHALL FDS35.7K shares-0.96%2025-09-302025-11-14 IEUR ISHARES TR31.7K shares0.00%2025-09-302025-11-14 XLE SELECT SECTOR SPDR TR23.2K shares0.35%2025-09-302025-11-14 NVDA NVIDIA CORPORATION11.1K shares9.26%2025-09-302025-11-14 URA GLOBAL X FDS42.7K shares0.13%2025-09-302025-11-14 IEMG ISHARES INC30.7K shares0.00%2025-09-302025-11-14 TLH ISHARES TR19.5K shares5.20%2025-09-302025-11-14 EWC ISHARES INC37.0K shares0.88%2025-09-302025-11-14 CRWD CROWDSTRIKE HLDGS INC3.6K shares4.56%2025-09-302025-11-14 VCIT VANGUARD SCOTTSDALE FDS17.3K shares1.35%2025-09-302025-11-14 MSFT MICROSOFT CORP2.7K shares-0.71%2025-09-302025-11-14 QQQ INVESCO QQQ TR2.3K shares-4.89%2025-09-302025-11-14 LTPZ PIMCO ETF TR24.3K shares7.23%2025-09-302025-11-14 GOOGL ALPHABET INC5.1K shares0.00%2025-09-302025-11-14 MLPX GLOBAL X FDS18.9K shares2.10%2025-09-302025-11-14 RSP INVESCO EXCHANGE TRADED FD T5.9K shares-3.50%2025-09-302025-11-14 GLD SPDR GOLD TR3.2K shares0.89%2025-09-302025-11-14 VNQ VANGUARD INDEX FDS11.6K shares2.65%2025-09-302025-11-14 VGIT VANGUARD SCOTTSDALE FDS17.6K shares-31.27%2025-09-302025-11-14 DTD WISDOMTREE TR12.1K shares-13.74%2025-09-302025-11-14 EWL ISHARES INC14.5K shares2.86%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL1.6K shares-6.80%2025-09-302025-11-14 META META PLATFORMS INC1.0K shares7.64%2025-09-302025-11-14 COST COSTCO WHSL CORP NEW793 shares0.00%2025-09-302025-11-14 TSLA TESLA INC1.5K shares-18.92%2025-09-302025-11-14 SPIB SPDR SERIES TRUST19.4K shares-15.00%2025-09-302025-11-14 PLTR PALANTIR TECHNOLOGIES INC3.6K shares75.76%2025-09-302025-11-14 PAVE GLOBAL X FDS9.7K shares-17.77%2025-09-302025-11-14 VCSH VANGUARD SCOTTSDALE FDS5.5K shares0.22%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.1.4K shares0.00%2025-09-302025-11-14 IJH ISHARES TR6.7K shares0.00%2025-09-302025-11-14 OKLO OKLO INC3.8K sharesnew addition2025-09-302025-11-14 SPHY SPDR SERIES TRUST16.7K shares0.00%2025-09-302025-11-14 NFLX NETFLIX INC316 shares0.00%2025-09-302025-11-14 IXC ISHARES TR8.8K shares0.00%2025-09-302025-11-14 EPI WISDOMTREE TR8.2K shares4.56%2025-09-302025-11-14 DIS DISNEY WALT CO3.1K shares-34.67%2025-09-302025-11-14 HOOD ROBINHOOD MKTS INC2.4K sharesnew addition2025-09-302025-11-14 BSV VANGUARD BD INDEX FDS4.1K shares-0.65%2025-09-302025-11-14 VUG VANGUARD INDEX FDS659 shares0.00%2025-09-302025-11-14 SMH VANECK ETF TRUST924 shares-3.55%2025-09-302025-11-14 AVGO BROADCOM INC911 shares15.03%2025-09-302025-11-14 PML PIMCO MUN INCOME FD II32.4K sharesnew addition2025-09-302025-11-14 SOXX ISHARES TR883 sharesnew addition2025-09-302025-11-14 VTIP VANGUARD MALVERN FDS4.5K shares0.00%2025-09-302025-11-14 VGSH VANGUARD SCOTTSDALE FDS3.9K shares0.00%2025-09-302025-11-14 UNH UNITEDHEALTH GROUP INC626 sharesnew addition2025-09-302025-11-14 MA MASTERCARD INCORPORATED379 shares0.00%2025-09-302025-11-14 WMT WALMART INC2.1K shares0.15%2025-09-302025-11-14 IJR ISHARES TR1.8K sharesnew addition2025-09-302025-11-14 BUG GLOBAL X FDS5.9K sharesnew addition2025-09-302025-11-14 STGW STAGWELL INC31.7K sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available