Mgo Private Wealth, LLC Top Holdings and 13F Report (2023) About Mgo Private Wealth, LLCInvestment ActivityMgo Private Wealth, LLC has $141.79 million in total holdings as of December 31, 2022.Mgo Private Wealth, LLC owns shares of 55 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 7.58% of the portfolio was purchased this quarter.About 5.77% of the portfolio was sold this quarter.This quarter, Mgo Private Wealth, LLC has purchased 58 new stocks and bought additional shares in 22 stocks.Mgo Private Wealth, LLC sold shares of 20 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $29,266,661Vanguard Total Bond Market ETF $11,530,306iShares Core U.S. Aggregate Bond ETF $10,464,846Vanguard FTSE Europe ETF $6,456,067SPDR S&P 500 ETF Trust $6,306,564 Largest New Holdings this Quarter 91324P102 - UnitedHealth Group $208,976 Holding57636Q104 - Mastercard $207,737 Holding Largest Purchases this Quarter iShares 7-10 Year Treasury Bond ETF 42,613 shares (about $4.06M)Vanguard Short-Term Tax-Exempt Bond ETF 16,159 shares (about $1.62M)Invesco S&P 500 Equal Weight ETF 7,187 shares (about $1.25M)Invesco QQQ 1,733 shares (about $812.64K)Vanguard FTSE Emerging Markets ETF 8,948 shares (about $404.99K) Largest Sales this Quarter Vanguard Intermediate-Term Treasury Index ETF 72,225 shares (about $4.29M)SPDR Portfolio Intermediate Term Corporate Bond ETF 20,845 shares (about $692.89K)Vanguard S&P 500 ETF 848 shares (about $435.80K)Apple 1,861 shares (about $413.38K)Global X U.S. Infrastructure Development ETF 5,298 shares (about $199.89K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMgo Private Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$29,266,661$435,796 ▼-1.5%56,94920.6%ETFBNDVanguard Total Bond Market ETF$11,530,306$348,666 ▲3.1%156,9828.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$10,464,846$113,758 ▼-1.1%105,7917.4%FinanceVGKVanguard FTSE Europe ETF$6,456,067$73,159 ▲1.1%91,9544.6%ETFSPYSPDR S&P 500 ETF Trust$6,306,564$121,388 ▼-1.9%11,2744.4%FinanceVPLVanguard FTSE Pacific ETF$6,042,438$47,751 ▼-0.8%83,3904.3%ETFIEFiShares 7-10 Year Treasury Bond ETF$5,446,485$4,064,002 ▲294.0%57,1093.8%ETFVWOVanguard FTSE Emerging Markets ETF$5,238,548$404,988 ▲8.4%115,7433.7%ETFAAPLApple$4,767,074$413,379 ▼-8.0%21,4613.4%Computer and TechnologyBXSLBlackstone Secured Lending Fund$4,171,754$309,556 ▲8.0%128,9172.9%FinanceVTESVanguard Short-Term Tax-Exempt Bond ETF$4,151,666$1,624,141 ▲64.3%41,3062.9%ETFVTEBVanguard Tax-Exempt Bond ETF$3,598,790$242,741 ▲7.2%72,5272.5%ETFVGITVanguard Intermediate-Term Treasury Index ETF$2,959,546$4,290,166 ▼-59.2%49,8242.1%ETFLTPZPIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund$2,827,057$361,121 ▲14.6%51,5512.0%ETFVOVanguard Mid-Cap ETF$2,737,493$89,483 ▲3.4%10,5851.9%ETFRSPInvesco S&P 500 Equal Weight ETF$2,413,267$1,245,004 ▲106.6%13,9311.7%ETFAMZNAmazon.com$2,261,074$41,287 ▲1.9%11,8841.6%Retail/WholesaleVWOBVanguard Emerging Markets Government Bond ETF$2,151,856$161,591 ▲8.1%33,5181.5%ETFXLEEnergy Select Sector SPDR Fund$2,070,886$67,005 ▲3.3%22,1601.5%ETFIEURiShares Core MSCI Europe ETF$1,905,2510.0%31,6751.3%ETFEWCiShares MSCI Canada ETF$1,663,628$97,149 ▲6.2%40,8251.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,663,6250.0%30,8251.2%ETFTLHiShares 10-20 Year Treasury Bond ETF$1,573,369$159,879 ▲11.3%15,1651.1%ETFQQQInvesco QQQ$1,545,091$812,638 ▲110.9%3,2951.1%FinanceSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$1,216,052$692,888 ▼-36.3%36,5840.9%ETFDTDWisdomTree Total U.S. Dividend Fund$1,197,955$196,915 ▼-14.1%15,5680.8%FinanceMLPXGlobal X MLP & Energy Infrastructure ETF$1,170,927$128 ▼0.0%18,3500.8%ETFCRWDCrowdStrike$1,152,937$32,790 ▲2.9%3,2700.8%Computer and TechnologyNVDANVIDIA$1,010,806$2,276 ▼-0.2%9,3270.7%Computer and TechnologyMSFTMicrosoft$1,001,154$47,299 ▼-4.5%2,6670.7%Computer and TechnologyBRK.BBerkshire Hathaway$901,1250.0%1,6920.6%FinanceVNQVanguard Real Estate ETF$888,288$73,337 ▲9.0%9,8110.6%ETFGLDSPDR Gold Shares$885,742$56,475 ▲6.8%3,0740.6%FinanceGOOGLAlphabet$789,5070.0%5,1050.6%Computer and TechnologyURAGlobal X Uranium ETF$745,473$2,498 ▼-0.3%32,5250.5%ETFCOSTCostco Wholesale$731,088$14,187 ▼-1.9%7730.5%Retail/WholesalePAVEGlobal X U.S. Infrastructure Development ETF$631,562$199,893 ▼-24.0%16,7390.4%ETFDISWalt Disney$568,118$7,205 ▲1.3%5,7560.4%Consumer DiscretionaryMETAMeta Platforms$529,675$25,936 ▼-4.7%9190.4%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$526,655$25,733 ▼-4.7%6,6720.4%ETFBSVVanguard Short-Term Bond ETF$517,1180.0%6,6060.4%ETFTSLATesla$486,236$48,468 ▲11.1%1,8760.3%Auto/Tires/TrucksIJHiShares Core S&P Mid-Cap ETF$396,4910.0%6,7950.3%ETFIEIiShares 3-7 Year Treasury Bond ETF$385,593$15,121 ▼-3.8%3,2640.3%ETFIXCiShares Global Energy ETF$371,8150.0%8,8380.3%ETFJPMJPMorgan Chase & Co.$344,1560.0%1,4030.2%FinanceNFLXNetflix$294,679$5,595 ▼-1.9%3160.2%Consumer DiscretionaryVTIPVanguard Short-Term Inflation-Protected Securities ETF$259,833$195,212 ▼-42.9%5,2070.2%ManufacturingIJRiShares Core S&P Small-Cap ETF$251,8050.0%2,4080.2%ETFVUGVanguard Growth ETF$244,3700.0%6590.2%ETFTIPiShares TIPS Bond ETF$231,167$18,884 ▼-7.6%2,0810.2%ETFVGSHVanguard Short-Term Treasury Index ETF$227,9520.0%3,8840.2%ETFUNHUnitedHealth Group$208,976$208,976 ▲New Holding3990.1%MedicalMAMastercard$207,737$207,737 ▲New Holding3790.1%Business ServicesSMHVanEck Semiconductor ETF$201,742$12,688 ▲6.7%9540.1%ManufacturingBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$0$379,983 ▼-100.0%00.0%ETFABNBAirbnb$0$266,105 ▼-100.0%00.0%Consumer DiscretionarySOXXiShares Semiconductor ETF$0$232,514 ▼-100.0%00.0%ETFVBVanguard Small-Cap ETF$0$219,135 ▼-100.0%00.0%ETFDKNGDraftKings$0$211,705 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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