Flywheel Private Wealth LLC New Holdings in Q4 2024

Flywheel Private Wealth LLC

  • $109 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
76.6K
New
N/A
76.6K $15B
VBR
Vanguard Small Cap Value ETF

ETFs
46.8K
New
$197.36 - $217.3 $9.24M - $10.2M
46.8K $9.28B
IEMG
Ishares Inc

ETFs
127K
New
N/A
127K $6.63B
IEFA
Ishares Tr

ETFs
93K
New
$70.06 - $77.43 $6.51M - $7.2M
93K $6.53B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
43K
New
$126.68 - $134.74 $5.44M - $5.79M
43K $5.48B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
86.2K
New
$61.68 - $67.87 $5.32M - $5.85M
86.2K $5.37B
AVUV
American Centy ETF Tr Avantis

ETFs
41.9K
New
$94.37 - $106.41 $3.95M - $4.46M
41.9K $4.04B
IVV
Ishares Core S&P 500 ETF

ETFs
6.45K
New
$570.51 - $610.59 $3.68M - $3.94M
6.45K $3.8B
VEA
Vanguard Ftse Developed Market

ETFs
64.5K
New
$47.57 - $52.44 $3.07M - $3.38M
64.5K $3.08B
VO
Vanguard Mid Cap ETF

ETFs
11.5K
New
$261.5 - $284.63 $3M - $3.26M
11.5K $3.03B
IWF
Ishares Russell 1000 Gr ETF

ETFs
6.89K
New
$370.24 - $418.94 $2.55M - $2.89M
6.89K $2.77B
QUAL
Ishares Msci Usa Quality Facto

ETFs
14.1K
New
$176.42 - $186.91 $2.49M - $2.64M
14.1K $2.52B
AAPL
Apple Inc.

Technology
9.54K
New
$221.69 - $259.02 $2.11M - $2.47M
9.54K $2.39B
VTI
Vanguard Total Stock Market Et

ETFs
7.84K
New
$280.04 - $302.45 $2.2M - $2.37M
7.84K $2.27B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
37.9K
New
$44.04 - $49.49 $1.67M - $1.88M
37.9K $1.67B
IAU
Ishares Gold Trust

ETFs
31.9K
New
$48.37 - $52.65 $1.55M - $1.68M
31.9K $1.58B
XLK
Technology Sector Spdr

ETFs
6.33K
New
$220.26 - $241.44 $1.39M - $1.53M
6.33K $1.47B
MSFT
Microsoft Corp

Technology
3.37K
New
$406.35 - $454.46 $1.37M - $1.53M
3.37K $1.42B
VTV
Vanguard Value ETF

ETFs
8.37K
New
$168.32 - $181.87 $1.41M - $1.52M
8.37K $1.42B
XLV
Select Sector Spdr Fund Health

ETFs
8.73K
New
$136.28 - $154.74 $1.19M - $1.35M
8.73K $1.2B
XLF
Financial Sector Spdr

ETFs
24.6K
New
$44.89 - $51.34 $1.11M - $1.26M
24.6K $1.19B
CSCO
Cisco Systems, Inc.

Technology
17.2K
New
$52.45 - $60.02 $904K - $1.03M
17.2K $1.02B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.46K
New
$521.84 - $558.82 $764K - $818K
1.46K $789M
VB
Vanguard Small Cap ETF

ETFs
3.23K
New
$233.76 - $261.58 $755K - $845K
3.23K $776M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.7K
New
$113.92 - $127.38 $763K - $853K
6.7K $772M
DVY
Ishares Tr

ETFs
5.29K
New
$129.55 - $143.41 $686K - $759K
5.29K $695M
APD
Air Products & Chemicals, Inc.

Basic Materials
2.35K
New
$285.5 - $335.62 $669K - $787K
2.35K $680M
WMT
Walmart Inc.

Consumer Defensive
6.72K
New
$79.1 - $95.7 $531K - $643K
6.72K $607M
VT
Vanguard Total World Stk Index

ETFs
5.07K
New
$117.09 - $123.07 $593K - $624K
5.07K $595M
XLE
Energy Sector Spdr

ETFs
6.85K
New
$83.32 - $97.27 $571K - $666K
6.85K $587M
JPM
Jpmorgan Chase & CO

Financial Services
2.43K
New
$205.18 - $250.29 $498K - $607K
2.43K $582M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.49K
New
$124.26 - $134.12 $558K - $603K
4.49K $578M
IWM
Ishares Russell 2000 ETF

ETFs
2.44K
New
$216.13 - $242.4 $527K - $591K
2.44K $539M
JNJ
Johnson & Johnson

Healthcare
3.55K
New
$143.34 - $165.86 $509K - $589K
3.55K $514M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.13K
New
$442.29 - $483.08 $498K - $543K
1.13K $510M
EMR
Emerson Electric CO

Industrials
4.05K
New
$108.13 - $134.33 $438K - $544K
4.05K $502M
XLY
Select Sector Spdr Consumer Di

ETFs
2.23K
New
$194.8 - $239.43 $434K - $534K
2.23K $500M
Blackrock Inc
480
New
N/A
480 $492M
NVDA
Nvidia Corp

Technology
3.63K
New
$117.0 - $148.88 $424K - $540K
3.63K $487M
PG
Procter & Gamble CO

Consumer Defensive
2.83K
New
$161.05 - $179.7 $455K - $508K
2.83K $474M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7.45K
New
$58.88 - $64.8 $439K - $483K
7.45K $439M
VGT
Vanguard Information Technolog

ETFs
681
New
$571.78 - $647.97 $389K - $441K
681 $423M
PEP
Pepsico Inc

Consumer Defensive
2.72K
New
$151.29 - $176.1 $412K - $479K
2.72K $414M
RTX
Raytheon Technologies Corp

Industrials
3.44K
New
$114.45 - $127.21 $394K - $437K
3.44K $398M
HON
Honeywell International Inc

Industrials
1.71K
New
$202.84 - $236.0 $348K - $405K
1.71K $387M
XLI
Industrial Sector Spdr

ETFs
2.85K
New
$131.76 - $143.99 $375K - $410K
2.85K $375M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.74K
New
$48.33 - $49.08 $374K - $380K
7.74K $375M
COST
Costco Wholesale Corp

Consumer Defensive
408
New
$873.59 - $994.69 $356K - $406K
408 $374M
VUG
Vanguard Growth ETF

ETFs
895
New
$378.79 - $428.11 $339K - $383K
895 $367M
Activity Summary
Buys All Purchases 82 New Holdings 82 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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