Flywheel-Private-Wealth
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "ABT", "APD", "BLK", "GD", "GILD", "HON", "HD", null, "UNP", "ITW", "EMR", "BKNG", "ICE", "IJH", "KMI", "LIN", "PWR", "MDT", "MSFT", "MDLZ", "NVS", "IJR", "IWD", "IWF", "PEP", "IEMG", "IVV", "UNH", "AAPL", "SPY", "NVDA", "LMT", "PG", "VZ", "AMGN", "IEFA", "SPGI", null, "RTX", null, "TXN", "TJX", "VO", "VWO", "VIG", null, null, null, "VYM", null, "AFL", null, "VGT", "VUG", "VEA", "VXUS", "VBR", "VB", "VOO", "VTV", "V", "WBD", "WMT", null, "DVY", "PSX", "BAC", "BRK-B", "CVX", "CSCO", "CMCSA", "COST", null, "IWM", "XOM", "JNJ", "XLK", "ITOT", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-15
- Total Holdings
- 82
- Total Value
- 109705694
- Accession Number
- 0001725547-25-001412
- Form Type
- 13F-HR
- Manager Name
- Flywheel-Private-Wealth
Data Enrichment
87% identified71 identified11 unidentified
Holdings
82 positions • $109.7M total value
Manager:
Search and click to pin securities to the top
Page 5 of 5
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
3.0K | QoQ NEW(+3.0K) YoY- | All Managers (Combined) | $206.2K | 0.2% ($206.2K/$109.7M) | QoQ NEW(+$206.2K) YoY- | |
10.0K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $107.3K | 0.1% ($107.3K/$109.7M) | YoY- |