MGO PRIVATE WEALTH, LLC Holdings
MGO PRIVATE WEALTH, LLC is an investment fund managing more than 210.24M US dollars. The largest holdings include SPDR S&P 500 ETF Trust, Vanguard Short-Term Bond Index Fund and iShares Core U.S. Aggregate Bond ETF.
MGO PRIVATE WEALTH, LLC portfolio value:
MGO PRIVATE WEALTH, LLC portfolio changes
Period | Buy | Sel |
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MGO PRIVATE WEALTH, LLC 13F holdings
Stock |
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Portfolio share: 10.86% Portfolio value: 22.82M Avg. open price: N/A Current price: $400.01 P/L: N/A N/A Q3 2022 |
Portfolio share: 8.65% Portfolio value: 18.19M Avg. open price: N/A Current price: $75.4 P/L: N/A N/A Q3 2022 |
Portfolio share: 4.94% Portfolio value: 10.38M Avg. open price: N/A Current price: $98.54 P/L: N/A N/A Q3 2022 |
Portfolio share: 4.49% Portfolio value: 9.43M Avg. open price: N/A Current price: $72.92 P/L: N/A N/A Q3 2022 |
Portfolio share: 3.84% Portfolio value: 8.07M Avg. open price: N/A Current price: $367.34 P/L: N/A N/A Q3 2022 |
Portfolio share: 3.32% Portfolio value: 6.97M Avg. open price: N/A Current price: $62.39 P/L: N/A N/A Q3 2022 |
Portfolio share: 3.26% Portfolio value: 6.84M Avg. open price: N/A Current price: $287.73 P/L: N/A N/A Q3 2022 |
Portfolio share: 3.15% Portfolio value: 6.61M Avg. open price: N/A Current price: $99.28 P/L: N/A N/A Q3 2022 |
Portfolio share: 2.69% Portfolio value: 5.66M Avg. open price: N/A Current price: $21 P/L: N/A N/A Q3 2022 |
Portfolio share: 2.59% Portfolio value: 5.44M Avg. open price: N/A Current price: $146.61 P/L: N/A N/A Q3 2022 |
Portfolio share: 2.44% Portfolio value: 5.13M Avg. open price: N/A Current price: $40.26 P/L: N/A N/A Q3 2022 |
Portfolio share: 2.29% Portfolio value: 4.80M Avg. open price: N/A Current price: $65.44 P/L: N/A N/A Q3 2022 |
Portfolio share: 2.26% Portfolio value: 4.75M Avg. open price: N/A Current price: $75.35 P/L: N/A N/A Q3 2022 |
Portfolio share: 2.04% Portfolio value: 4.28M Avg. open price: N/A Current price: $182.45 P/L: N/A N/A Q3 2022 |
Portfolio share: 1.84% Portfolio value: 3.87M Avg. open price: N/A Current price: $33.34 P/L: N/A N/A Q3 2022 |
Portfolio share: 1.83% Portfolio value: 3.84M Avg. open price: N/A Current price: $32.1 P/L: N/A N/A Q3 2022 |
Portfolio share: 1.68% Portfolio value: 3.52M Avg. open price: N/A Current price: $48.62 P/L: N/A N/A Q3 2022 |
Portfolio share: 1.40% Portfolio value: 2.95M Avg. open price: N/A Current price: $109.05 P/L: N/A N/A Q3 2022 |
Portfolio share: 1.40% Portfolio value: 2.93M Avg. open price: N/A Current price: $56.89 P/L: N/A N/A Q3 2022 |
Portfolio share: 1.32% Portfolio value: 2.77M Avg. open price: N/A Current price: $23.52 P/L: N/A N/A Q3 2022 |
Portfolio share: 1.29% Portfolio value: 2.70M Avg. open price: N/A Current price: $91.02 P/L: N/A N/A Q3 2022 |
Portfolio share: 1.17% Portfolio value: 2.46M Avg. open price: N/A Current price: $250.71 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.96% Portfolio value: 2.02M Avg. open price: N/A Current price: $78.74 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.96% Portfolio value: 2.01M Avg. open price: N/A Current price: $40.72 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.82% Portfolio value: 1.71M Avg. open price: N/A Current price: $28.84 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.81% Portfolio value: 1.69M Avg. open price: N/A Current price: N/A P/L: N/A N/A Q3 2022 |
Portfolio share: 0.81% Portfolio value: 1.69M Avg. open price: N/A Current price: $47 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.77% Portfolio value: 1.61M Avg. open price: N/A Current price: $250.2 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.76% Portfolio value: 1.59M Avg. open price: N/A Current price: $211.89 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.74% Portfolio value: 1.56M Avg. open price: N/A Current price: $105.59 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.74% Portfolio value: 1.56M Avg. open price: N/A Current price: $30.49 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.71% Portfolio value: 1.49M Avg. open price: N/A Current price: $70.63 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.55% Portfolio value: 1.15M Avg. open price: N/A Current price: $31.65 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.53% Portfolio value: 1.12M Avg. open price: N/A Current price: $87.63 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.53% Portfolio value: 1.12M Avg. open price: N/A Current price: $51.65 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.53% Portfolio value: 1.11M Avg. open price: N/A Current price: $164.39 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.53% Portfolio value: 1.10M Avg. open price: N/A Current price: $34.43 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.52% Portfolio value: 1.1M Avg. open price: N/A Current price: $91.45 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.52% Portfolio value: 1.09M Avg. open price: N/A Current price: $95.93 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.50% Portfolio value: 1.05M Avg. open price: N/A Current price: $36.07 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.50% Portfolio value: 1.05M Avg. open price: N/A Current price: $16.5 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.50% Portfolio value: 1.04M Avg. open price: N/A Current price: $54.14 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.49% Portfolio value: 1.02M Avg. open price: N/A Current price: $47.18 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.46% Portfolio value: 972K Avg. open price: N/A Current price: $40.3 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.46% Portfolio value: 972K Avg. open price: N/A Current price: $122.43 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.45% Portfolio value: 938K Avg. open price: N/A Current price: $26.09 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.41% Portfolio value: 869K Avg. open price: N/A Current price: $99.48 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.41% Portfolio value: 860K Avg. open price: N/A Current price: $146.06 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.40% Portfolio value: 842K Avg. open price: N/A Current price: $90.83 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.40% Portfolio value: 839K Avg. open price: N/A Current price: $20 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.39% Portfolio value: 824K Avg. open price: N/A Current price: $108.49 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.36% Portfolio value: 761K Avg. open price: N/A Current price: $43.66 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.36% Portfolio value: 749K Avg. open price: N/A Current price: $82.88 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.36% Portfolio value: 747K Avg. open price: N/A Current price: $99.91 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.35% Portfolio value: 743K Avg. open price: N/A Current price: N/A P/L: N/A N/A Q3 2022 |
Portfolio share: 0.34% Portfolio value: 722K Avg. open price: N/A Current price: $29.38 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.34% Portfolio value: 712K Avg. open price: N/A Current price: $25.52 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.33% Portfolio value: 689K Avg. open price: N/A Current price: $42.32 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.32% Portfolio value: 670K Avg. open price: N/A Current price: $50.23 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.30% Portfolio value: 625K Avg. open price: N/A Current price: $17.02 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.29% Portfolio value: 615K Avg. open price: N/A Current price: $106.85 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.28% Portfolio value: 594K Avg. open price: N/A Current price: $320.08 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.28% Portfolio value: 593K Avg. open price: N/A Current price: $48.11 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.26% Portfolio value: 553K Avg. open price: N/A Current price: $42.74 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.26% Portfolio value: 551K Avg. open price: N/A Current price: $26.23 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.26% Portfolio value: 548K Avg. open price: N/A Current price: $35.79 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.25% Portfolio value: 524K Avg. open price: N/A Current price: $28.51 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.24% Portfolio value: 515K Avg. open price: N/A Current price: N/A P/L: N/A N/A Q3 2022 |
Portfolio share: 0.24% Portfolio value: 507K Avg. open price: N/A Current price: $57.81 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.23% Portfolio value: 490K Avg. open price: N/A Current price: $77.65 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.22% Portfolio value: 471K Avg. open price: N/A Current price: $191.4 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.22% Portfolio value: 465K Avg. open price: N/A Current price: $109.62 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.21% Portfolio value: 440K Avg. open price: N/A Current price: $30.58 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.21% Portfolio value: 434K Avg. open price: N/A Current price: $401.35 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.20% Portfolio value: 423K Avg. open price: N/A Current price: $34.58 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.20% Portfolio value: 422K Avg. open price: N/A Current price: $458.44 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.20% Portfolio value: 416K Avg. open price: N/A Current price: $535.04 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.19% Portfolio value: 407K Avg. open price: N/A Current price: $41.32 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.19% Portfolio value: 398K Avg. open price: N/A Current price: $99.87 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.19% Portfolio value: 396K Avg. open price: N/A Current price: N/A P/L: N/A N/A Q3 2022 |
Portfolio share: 0.19% Portfolio value: 395K Avg. open price: N/A Current price: $50.73 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.18% Portfolio value: 373K Avg. open price: N/A Current price: $488.66 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.17% Portfolio value: 366K Avg. open price: N/A Current price: $100.62 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.17% Portfolio value: 360K Avg. open price: N/A Current price: $108.97 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.17% Portfolio value: 355K Avg. open price: N/A Current price: $213.68 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.17% Portfolio value: 355K Avg. open price: N/A Current price: $38.79 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.17% Portfolio value: 352K Avg. open price: N/A Current price: $39.09 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.17% Portfolio value: 348K Avg. open price: N/A Current price: $18.75 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.16% Portfolio value: 341K Avg. open price: N/A Current price: N/A P/L: N/A N/A Q3 2022 |
Portfolio share: 0.16% Portfolio value: 340K Avg. open price: N/A Current price: $33.51 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.16% Portfolio value: 330K Avg. open price: N/A Current price: $178.78 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.16% Portfolio value: 327K Avg. open price: N/A Current price: N/A P/L: N/A N/A Q3 2022 |
Portfolio share: 0.15% Portfolio value: 310K Avg. open price: N/A Current price: $155.33 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.15% Portfolio value: 310K Avg. open price: N/A Current price: $60.75 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.15% Portfolio value: 305K Avg. open price: N/A Current price: $64.65 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.14% Portfolio value: 301K Avg. open price: N/A Current price: $66.83 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.13% Portfolio value: 283K Avg. open price: N/A Current price: $120.96 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.13% Portfolio value: 283K Avg. open price: N/A Current price: $38.35 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.13% Portfolio value: 282K Avg. open price: N/A Current price: $34.28 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.13% Portfolio value: 282K Avg. open price: N/A Current price: $18.67 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.13% Portfolio value: 279K Avg. open price: N/A Current price: $44 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.13% Portfolio value: 272K Avg. open price: N/A Current price: $252.99 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.13% Portfolio value: 272K Avg. open price: N/A Current price: $233.25 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.13% Portfolio value: 268K Avg. open price: N/A Current price: N/A P/L: N/A N/A Q3 2022 |
Portfolio share: 0.13% Portfolio value: 267K Avg. open price: N/A Current price: $34.16 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.13% Portfolio value: 267K Avg. open price: N/A Current price: $293.31 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.12% Portfolio value: 257K Avg. open price: N/A Current price: $29.88 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.12% Portfolio value: 253K Avg. open price: N/A Current price: $183.12 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.12% Portfolio value: 250K Avg. open price: N/A Current price: $39.5 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.12% Portfolio value: 250K Avg. open price: N/A Current price: $118.33 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.12% Portfolio value: 248K Avg. open price: N/A Current price: $143.56 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.11% Portfolio value: 240K Avg. open price: N/A Current price: $151.65 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.11% Portfolio value: 240K Avg. open price: N/A Current price: $163.69 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.11% Portfolio value: 238K Avg. open price: N/A Current price: $356.09 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.11% Portfolio value: 235K Avg. open price: N/A Current price: $14.34 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.11% Portfolio value: 231K Avg. open price: N/A Current price: $37.07 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.11% Portfolio value: 225K Avg. open price: N/A Current price: $34.47 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.11% Portfolio value: 225K Avg. open price: N/A Current price: $133.93 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.11% Portfolio value: 224K Avg. open price: N/A Current price: $61.99 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.11% Portfolio value: 223K Avg. open price: N/A Current price: $88.67 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.10% Portfolio value: 220K Avg. open price: N/A Current price: $41.36 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.10% Portfolio value: 218K Avg. open price: N/A Current price: $48.77 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.10% Portfolio value: 217K Avg. open price: N/A Current price: $149.09 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.10% Portfolio value: 215K Avg. open price: N/A Current price: $73.88 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.10% Portfolio value: 213K Avg. open price: N/A Current price: $105.38 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.10% Portfolio value: 210K Avg. open price: N/A Current price: $32.48 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.10% Portfolio value: 210K Avg. open price: N/A Current price: $49.15 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.10% Portfolio value: 205K Avg. open price: N/A Current price: $56.6 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.09% Portfolio value: 179K Avg. open price: N/A Current price: $7.47 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.01% Portfolio value: 30K Avg. open price: N/A Current price: $1.4 P/L: N/A N/A Q3 2022 |
Showing TOP 130 MGO PRIVATE WEALTH's 13F holdings.
Frequently Asked Questions (FAQ)
What is the biggest position of MGO PRIVATE WEALTH, LLC?
The biggest position of the MGO PRIVATE WEALTH, LLC is SPDR S&P 500 ETF Trust (SPY) with 10.86% portfolio share worth of 22.83M US dollars.
Top 5 MGO PRIVATE WEALTH's holdings represent 32.77% of the portfolio:
- SPDR S&P 500 ETF Trust (SPY) – 10.86%
- Vanguard Short-Term Bond Index Fund (BSV) – 8.65%
- iShares Core U.S. Aggregate Bond ETF (AGG) – 4.94%
- Vanguard Total Bond Market Index Fund (BND) – 4.49%
- Vanguard 500 Index Fund (VOO) – 3.84%
Who is the portfolio manager of MGO PRIVATE WEALTH, LLC?
The portfolio manager of the MGO PRIVATE WEALTH, LLC is .
What is the total asset value of the MGO PRIVATE WEALTH, LLC portfolio?
MGO PRIVATE WEALTH, LLC total asset value (portfolio value) is 210.24M US dollars.
Who is ?
is the portfolio manager of the MGO PRIVATE WEALTH, LLC.
What is (MGO PRIVATE WEALTH, LLC) fund performance?
MGO PRIVATE WEALTH's quarterly performance is 0.00%, annualy 0.00%.
What is the MGO PRIVATE WEALTH, LLC CIK?
MGO PRIVATE WEALTH's Central Index Key is 0001952532 .