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| Name: |
MGO Private Wealth LLC |
| City: |
IRVINE |
| State: |
CA |
| Zip: |
92606 |
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data |
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Filing Period: |
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| Holdings
Found :
8 |
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Unchanged Positions |
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Page 1 of 1 |
Menu
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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 |
|
HD |
Home Depot Inc |
43 |
- |
$334.87 |
$587,000 |
1,529 |
0.37% |
57,000 |
0 |
0 |
Home Improvement Stores |
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SCHR |
Schwab Intermediate-Term U.... |
44 |
- |
$48.42 |
$568,000 |
11,590 |
0.36% |
-8,000 |
0 |
0.002 |
N/A |
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PG |
Procter & Gamble Co |
56 |
- |
$164.54 |
$351,000 |
2,162 |
0.22% |
34,000 |
0 |
0 |
Cleaning Products |
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UNH |
Unitedhealth Group Inc |
58 |
- |
$495.37 |
$315,000 |
637 |
0.2% |
-20,000 |
0 |
0 |
Health Care Plans |
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AVGO |
Broadcom Limited |
59 |
- |
$1,328.55 |
$310,000 |
234 |
0.19% |
49,000 |
0 |
0 |
Semiconductor- Broad... |
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XLI |
SPDR Industrial Sector |
63 |
- |
$123.51 |
$282,000 |
2,240 |
0.18% |
27,000 |
0 |
0 |
Closed - End Fund - E... |
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IXC |
iShares tr S&P Glbl Energy |
66 |
- |
$43.50 |
$276,000 |
6,426 |
0.17% |
25,000 |
0 |
0.007 |
Closed - End Fund - E... |
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ABT |
Abbott Laboratories |
71 |
- |
$102.19 |
$245,000 |
2,156 |
0.15% |
8,000 |
0 |
0 |
Drug Manufacturers - ... |
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