Flywheel Private Wealth LLC Portfolio Holdings

Flywheel Private Wealth LLC

  • $109 Billion
  • Q4 2024

Flywheel Private Wealth LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $109 Billion distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $15B, Vanguard Small Cap Value ETF with a value of $9.28B, Ishares Inc with a value of $6.63B, Ishares Tr with a value of $6.53B, and Vanguard Whitehall Fds (Vangua with a value of $5.48B.

Examining the 13F form we can see an increase of $109B in the current position value.

Flywheel Private Wealth LLC is based out at Los Altos, CA

Below you can find more details about Flywheel Private Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $109 Billion
ETFs: $90.1 Billion
Technology: $5.61 Billion
Financial Services: $2.74 Billion
Industrials: $2.34 Billion
Consumer Defensive: $1.87 Billion
Healthcare: $1.64 Billion
Consumer Cyclical: $1.25 Billion
Energy: $1.03 Billion
Other: $1.51 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $109 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 82 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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