Flywheel Private Wealth LLC Purchases and Sells in Q1 2025

Flywheel Private Wealth LLC

$110 Billion
Q1 2025

Top Buys

Incresed Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	6.74K + 7.25%	$69.57 - $78.65 $469K - $530K	99.7K $7.54B
IEMG	10.8K + 8.52%	N/A	138K $7.44B
VEA	3.7K + 5.74%	$47.4 - $52.99 $175K - $196K	68.2K $3.47B
VWO	3.68K + 9.7%	$42.5 - $46.71 $156K - $172K	41.6K $1.88B
AVUV	6.32K + 15.09%	$84.95 - $100.62 $537K - $636K	48.2K $4.2B
XLV	275 + 3.15%	$137.61 - $149.68 $37.8K - $41.2K	9.01K $1.32B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PWR	4.67K New	$236.71 - $358.03 $1.11M - $1.67M	4.67K $1.19B
GILD	1.98K New	$89.14 - $117.41 $176K - $232K	1.98K $222M
ABT	1.61K New	$111.1 - $140.22 $179K - $226K	1.61K $214M
MDT	2.34K New	$79.84 - $94.5 $186K - $221K	2.34K $210M
MDLZ	3.04K New	$56.12 - $68.15 $171K - $207K	3.04K $206M

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJH	-2.07K - 2.4%	$57.21 - $65.8 $118K - $136K	84.2K $4.91B
IWF	-224 - 3.25%	$360.07 - $417.26 $80.7K - $93.5K	6.66K $2.41B
AAPL	-300 - 3.15%	$209.68 - $247.1 $62.9K - $74.1K	9.24K $2.05B
IVV	-112 - 1.74%	$554.06 - $615.85 $62.1K - $69K	6.34K $3.56B
IWM	-732 - 30.01%	$198.1 - $229.79 $145K - $168K	1.71K $341M
MSFT	-90 - 2.67%	$375.39 - $447.2 $33.8K - $40.2K	3.28K $1.23B

Activity Summary All Purchases 21 New Holdings 5 Increased Positions 16 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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