Flywheel Private Wealth LLC Reduced Holdings in Q4 2025

Flywheel Private Wealth LLC

  • $160 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.31K
- 14.46%
$245.27 - $275.25 $321K - $361K
7.75K $2.11B
MSFT
Microsoft Corp

Technology
-100
- 3.37%
$496.82 - $542.07 $49.7K - $54.2K
2.87K $1.39B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.78K
- 2.83%
$52.54 - $55.77 $93.7K - $99.5K
61.4K $3.3B
COST
Costco Wholesale Corp

Consumer Defensive
-100
- 28.33%
$910.94 - $954.99 $91.1K - $95.5K
253 $218M
IWD
Ishares Russell 1000 Val ETF

ETFs
-813
- 5.73%
$199.44 - $208.01 $162K - $169K
13.4K $2.81B
XLF
Financial Sector Spdr

ETFs
-1.63K
- 7.55%
$51.76 - $53.77 $84.3K - $87.5K
19.9K $1.09B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-202
- 3.28%
$459.47 - $491.71 $92.8K - $99.3K
5.96K $2.82B
VO
Vanguard Mid Cap ETF

ETFs
-25
- 0.23%
$286.27 - $296.23 $7.16K - $7.41K
11K $3.19B
XLI
Industrial Sector Spdr

ETFs
-313
- 10.63%
$149.9 - $155.79 $46.9K - $48.8K
2.63K $408M
PG
Procter & Gamble CO

Consumer Defensive
-1
- 0.04%
$145.5 - $153.18 $146 - $153
2.82K $405M
WMT
Walmart Inc.

Consumer Defensive
-500
- 8.93%
$101.18 - $109.03 $50.6K - $54.5K
5.1K $568M
XLV
Select Sector Spdr Fund Health

ETFs
-883
- 10.58%
$141.95 - $152.82 $125K - $135K
7.46K $1.16B
CVX
Chevron Corp

Energy
-1
- 0.05%
$148.9 - $157.72 $149 - $158
1.99K $303M
VGT
Vanguard Information Technolog

ETFs
-10
- 1.55%
$736.33 - $801.52 $7.36K - $8.02K
636 $479M
IVV
Ishares Core S&P 500 ETF

ETFs
-153
- 2.33%
$656.2 - $690.71 $100K - $106K
6.43K $4.4B
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-8
- 0.06%
$21.4 - $22.03 $171 - $176
13.9K $301M
EMR
Emerson Electric CO

Industrials
-2
- 0.05%
$126.01 - $140.03 $252 - $280
3.87K $514M
JPM
Jpmorgan Chase & CO

Financial Services
-25
- 1.16%
$294.11 - $320.41 $7.35K - $8.01K
2.13K $687M
NVS
Novartis Ag

Healthcare
-1
- 0.04%
$121.8 - $132.39 $122 - $132
2.8K $385M
AVUV
American Centy ETF Tr Avantis

ETFs
-596
- 1.57%
$95.19 - $100.66 $56.7K - $60K
37.3K $3.8B
VTI
Vanguard Total Stock Market Et

ETFs
-14
- 0.22%
$321.8 - $337.95 $4.51K - $4.73K
6.43K $2.16B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-68
- 0.09%
$63.25 - $66.24 $4.3K - $4.5K
75.9K $5.01B
RTX
Raytheon Technologies Corp

Industrials
-1
- 0.03%
$157.0 - $179.44 $157 - $179
3.36K $616M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-4
- 0.01%
$137.47 - $143.13 $550 - $573
41.4K $5.94B
CSCO
Cisco Systems, Inc.

Technology
-253
- 1.54%
$67.46 - $78.0 $17.1K - $19.7K
16.1K $1.24B
VEA
Vanguard Ftse Developed Market

ETFs
-899
- 1.1%
$59.18 - $62.09 $53.2K - $55.8K
81.2K $5.07B
IAU
Ishares Gold Trust

ETFs
-68
- 0.21%
$72.65 - $82.5 $4.94K - $5.61K
32.3K $2.62B
Activity Summary
Buys All Purchases 20 New Holdings 6 Increased Positions 14 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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