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  Name: MGO Private Wealth LLC
  City: IRVINE
  State: CA
  Zip: 92606
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $159,367,000
  Total Value Change : $13,893,000
  Securities Held Change : 6
   
All Securities Held : 80
  New Positions : 10
  Closed Positions : 4
  Increased Positions : 27
  Unchanged Positions : 8
  Decreased Positions : 35

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Holdings Found : 10     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 34 New $1,096.33 $745,000 825 0.47% 745,000 825 0    Semiconductor - Speci...
   (XOVR)1 Year Chart         XOVR Spdr Bofa Merrill Lynch Cro... 53 New $23.26 $409,000 17,432 0.26% 409,000 17,432 0    N/A
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 61 New $567.98 $297,000 511 0.19% 297,000 511 0    Medical Laboratories ...
   (DHR)1 Year Chart         DHR Danaher Corp 62 New $256.80 $287,000 1,149 0.18% 287,000 1,149 0    General Building Mate...
   (SHYG)1 Year Chart         SHYG Ishares 0 5 Year High Yield... 64 New $42.20 $277,000 6,502 0.17% 277,000 6,502 0.002    N/A
   (LIN)1 Year Chart         LIN Linde Plc 69 New $435.52 $254,000 546 0.16% 254,000 546 0    N/A
   (TJX)1 Year Chart         TJX TJX Companies Inc 70 New $103.10 $253,000 2,494 0.16% 253,000 2,494 0    Discount, Variety Stores
   (SPGI)1 Year Chart         SPGI S&P Global Inc 76 New $427.51 $217,000 511 0.14% 217,000 511 0    Publishing
   (INTU)1 Year Chart         INTU Intuit Inc 77 New $576.44 $209,000 322 0.13% 209,000 322 0    Application Software
   (ASXC)1 Year Chart         ASXC Asensus Surgical Inc 80 New $0.22 $2,000 10,000 0% 2,000 10,000 0.004    Application Software

      10 Records Found
  1    
Page 1 of 1
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