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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.7T
$2.39 Billion 2.2% of portfolio
9,535
Q4 2024 New
$3.2T
$1.42 Billion 1.3% of portfolio
3,365
Q4 2024 New
$247B
$1.02 Billion 0.94% of portfolio
17,227
Q4 2024 New
$250B
$607 Million 0.56% of portfolio
6,719
Q4 2024 New
$761B
$582 Million 0.53% of portfolio
2,427
Q4 2024 New
$384B
$514 Million 0.47% of portfolio
3,553
Q4 2024 New
$609B
$510 Million 0.47% of portfolio
1,125
Q4 2024 New
$343B
$487 Million 0.45% of portfolio
3,625
Q4 2024 New
$382B
$474 Million 0.44% of portfolio
2,825
Q4 2024 New
$204B
$414 Million 0.38% of portfolio
2,720
Q4 2024 New
$417B
$374 Million 0.34% of portfolio
408
Q4 2024 New
$419B
$334 Million 0.31% of portfolio
859
Q4 2024 New
$523B
$326 Million 0.3% of portfolio
1,032
Q4 2024 New
$477B
$287 Million 0.26% of portfolio
567
Q4 2024 New
$210B
$272 Million 0.25% of portfolio
2,797
Q4 2024 New
$316B
$277 Million 0.25% of portfolio
1,911
Q4 2024 New
$373B
$256 Million 0.24% of portfolio
5,825
Q4 2024 New
$207B
$257 Million 0.24% of portfolio
888
Q4 2024 New
$1.17T
$210 Million 0.19% of portfolio
1,110
Q4 2024 New

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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