Flywheel Private Wealth LLC Purchases and Sells in Q4 2025

Flywheel Private Wealth LLC

$160 Billion
Q4 2025

Top Buys

Incresed Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VIG	16.1K + 19.23%	N/A	99.5K $21.9B
IEFA	31.7K + 26.4%	$86.09 - $89.88 $2.73M - $2.85M	152K $13.6B
QUAL	14.7K + 102.59%	$191.01 - $199.18 $2.8M - $2.92M	29K $5.75B
IEMG	25K + 16.98%	N/A	172K $11.6B
ITOT	8.32K + 92.31%	$142.79 - $150.05 $1.19M - $1.25M	17.3K $2.58B
VBR	2.33K + 4.06%	$201.42 - $211.15 $469K - $492K	59.6K $12.6B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PWR	40.9K New	$412.21 - $453.83 $16.9M - $18.6M	40.9K $17.3B
PFE	13.5K New	$24.23 - $27.37 $327K - $370K	13.5K $337M
TXN	1.61K New	N/A	1.61K $279M
PROFESIONALLY MANAGED PORTFO	3.96K New	N/A	3.96K $260M
LLY	190 New	$799.57 - $1025.28 $152K - $195K	190 $204M
KO	2.92K New	$66.1 - $71.61 $193K - $209K	2.92K $204M

Top Sells

Reduced Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-1.31K - 14.46%	$245.27 - $275.25 $321K - $361K	7.75K $2.11B
MSFT	-100 - 3.37%	$496.82 - $542.07 $49.7K - $54.2K	2.87K $1.39B
VWO	-1.78K - 2.83%	$52.54 - $55.77 $93.7K - $99.5K	61.4K $3.3B
COST	-100 - 28.33%	$910.94 - $954.99 $91.1K - $95.5K	253 $218M
IWD	-813 - 5.73%	$199.44 - $208.01 $162K - $169K	13.4K $2.81B
XLF	-1.63K - 7.55%	$51.76 - $53.77 $84.3K - $87.5K	19.9K $1.09B

Activity Summary All Purchases 20 New Holdings 6 Increased Positions 14 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 0

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