$134 Million is the total value of MGO Private Wealth, LLC's 68 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMC | Exit | AMC ENTMT HLDGS INC | $0 | – | -25,587 | -100.0% | -0.08% | – |
| EWU | Exit | ISHARES TRmsci uk etf new | $0 | – | -6,184 | -100.0% | -0.15% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -234 | -100.0% | -0.15% | – |
| IGIB | Exit | ISHARES TR | $0 | – | -4,102 | -100.0% | -0.16% | – |
| GEM | Exit | GOLDMAN SACHS ETF TRactivebeta eme | $0 | – | -7,217 | -100.0% | -0.16% | – |
| TNA | Exit | DIREXION SHS ETF TRdly smcap bull3x | $0 | – | -6,364 | -100.0% | -0.17% | – |
| TSLA | Exit | TESLA INC | $0 | – | -978 | -100.0% | -0.19% | – |
| Exit | nannan | $0 | – | -4,355 | -100.0% | -0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 5 | Q3 2023 | 14.3% |
| VANGUARD BD INDEX FDS | 5 | Q3 2023 | 11.0% |
| SPDR S&P 500 ETF TR | 5 | Q3 2023 | 10.9% |
| ISHARES TR | 5 | Q3 2023 | 4.9% |
| VANGUARD INTL EQUITY INDEX F | 5 | Q3 2023 | 4.7% |
| VANGUARD INTL EQUITY INDEX F | 5 | Q3 2023 | 4.9% |
| APPLE INC | 5 | Q3 2023 | 3.9% |
| VANGUARD BD INDEX FDS | 5 | Q3 2023 | 8.7% |
| VANGUARD INTL EQUITY INDEX F | 5 | Q3 2023 | 3.7% |
| ISHARES TR | 5 | Q3 2023 | 3.1% |
View MGO Private Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-11-14 |
View MGO Private Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.