Mgo One Seven LLC
MGO One Seven LLC, doing business as OneSeven, is a registered investment adviser (SEC CRD 283087) with the U.S. Securities and Exchange Commission, formed as a Delaware LLC. The firm offers discretionary and non-discretionary investment management services, constructing diversified portfolios primarily with mutual funds, ETFs, individual stocks, and bonds, but also including REITs, options, private equity, variable annuities, and insurance products as appropriate. Clients can specify restrictions, and the firm tailors portfolios to goals, risk tolerance, and circumstances. OneSeven’s investment approach is primarily long-term, but opportunistic trades and reallocations are made as needed. The firm emphasizes personalized financial planning and holistic wellness (Seven Elements of Wellness) in its client relationships.
Investment Strategy
Diversified, long-term portfolios with flexibility for opportunistic trades; primary use of mutual funds, ETFs, stocks, and bonds, supplemented by alternative investments as needed; portfolios are monitored and rebalanced based on client objectives, market conditions, and risk tolerance.
Top Holdings
Equity Positions (1,156)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 4.67% | $145.2M | 918,933 | $49.87 | $157.99 | +$45.0M |
A AAPL | APPLE INC | 2.96% | $92.1M | 449,035 | $165.29 | $205.17 | -$4.7M |
M MSFT | MICROSOFT CORP | 2.31% | $71.8M | 144,305 | $293.05 | $497.41 | +$23.1M |
A AMZN | AMAZON COM INC | 1.42% | $44.0M | 200,632 | $147.12 | $219.39 | +$5.9M |
J JPST | J P MORGAN EXCHANGE TRADED F | 1.39% | $43.2M | 853,286 | $50.33 | $50.68 | -$603.7K |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | — | Put | $1.4M | 51 | $275.65 | $172.50 | 0 | +$551.9K |
B BITB | BITWISE BITCOIN ETF TR | New | Call | $1.1M | 186 | $58.59 | $58.59 | +186 | +$1.1M |
M MSTR | MICROSTRATEGY INC | New | Call | $970.2K | 24 | $404.23 | $404.23 | +24 | +$970.2K |
A AAPL | APPLE INC | New | Call | $923.3K | 45 | $205.17 | $205.17 | +45 | +$923.3K |
U UBER | UBER TECHNOLOGIES INC | New | Call | $699.8K | 75 | $93.30 | $93.30 | +75 | +$699.8K |