Flywheel Private Wealth LLC Purchases and Sells in Q2 2025

Flywheel Private Wealth LLC

$125 Billion
Q2 2025

Top Buys

Incresed Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PWR	20.3K + 435.0%	$239.47 - $381.26 $4.87M - $7.75M	25K $9.45B
VBR	6.35K + 13.5%	$162.76 - $195.77 $1.03M - $1.24M	53.4K $10.4B
IEFA	7.61K + 7.63%	$67.83 - $84.09 $516K - $640K	107K $8.96B
IEMG	2.97K + 2.15%	N/A	141K $8.45B
VIG	247 + 0.32%	N/A	78.1K $16B
ITOT	4.7K + 109.1%	$108.12 - $135.04 $508K - $635K	9.01K $1.22B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	1.92K New	$144.7 - $178.6 $278K - $343K	1.92K $338M
MCD	813 New	$285.55 - $321.23 $232K - $261K	813 $238M
IBM	755 New	$221.03 - $294.78 $167K - $223K	755 $223M
SYK	525 New	$337.37 - $395.63 $177K - $208K	525 $208M
TROW	2.08K New	$80.27 - $98.06 $167K - $204K	2.08K $200M
ASML	250 New	$595.37 - $815.24 $149K - $204K	250 $200M

Top Sells

Reduced Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUV	-11.5K - 23.86%	$75.17 - $91.21 $865K - $1.05M	36.7K $3.34B
BRK-B	-325 - 28.89%	$483.48 - $539.8 $157K - $175K	800 $389M
AAPL	-162 - 1.75%	$172.42 - $223.89 $27.9K - $36.3K	9.07K $1.86B
VTI	-1.3K - 16.68%	$243.75 - $303.93 $316K - $394K	6.47K $1.97B
PEP	-870 - 31.99%	$128.02 - $151.37 $111K - $132K	1.85K $244M
XLV	-384 - 4.26%	$128.77 - $144.3 $49.4K - $55.4K	8.62K $1.16B

Activity Summary All Purchases 16 New Holdings 6 Increased Positions 10 All Sells 37 Reductions 37 Sold out 0 Calls 0 Puts 0

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