Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Mgo Private Wealth, Llc > Profile

Instuitional Investor - Mgo Private Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Mgo Private Wealth, Llc
Portfolio Value $140,561,377
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 57,797 $31,141,602 22.15%
2.
Vanguard Bond Index Funds
 BND 152,235 $10,947,198 7.78%
3.
Ishares Trust
 IEF 106,941 $10,362,583 7.37%
4.
Vanguard Scottsdale Funds
 122,049 $7,078,842 5.03%
5.
Spdr S & P 500 Etf Trust
 SPY 11,491 $6,734,556 4.79%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)