Drive Wealth Management, LLC Portfolio Holdings

Drive Wealth Management, LLC

  • $367 Million
  • Q2 2024

Drive Wealth Management, LLC has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $367 Million distributed in 320 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $31.9M, Berkshire Hathaway Inc with a value of $20.2M, Vanguard Ftse Developed Market with a value of $18.6M, Apple Inc. with a value of $13.2M, and Vanguard Ftse Emerging Mkts Et with a value of $11.9M.

Examining the 13F form we can see an increase of $13.9M in the current position value, from $353M to 367M.

Drive Wealth Management, LLC is based out at Lehi, UT

Below you can find more details about Drive Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $367 Million
ETFs: $171 Million
Technology: $61.4 Million
Financial Services: $52.4 Million
Healthcare: $17.4 Million
Consumer Cyclical: $15.1 Million
Communication Services: $14.2 Million
Energy: $12.5 Million
Industrials: $10.1 Million
Other: $12.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.9 Million 8.7% of portfolio
58,322
Q2 2024 Added 8.59%
$410B
$20.2 Million 5.51% of portfolio
33
Q4 2023 Added 3.13%
$0
$18.6 Million 5.06% of portfolio
375,839
Q2 2024 Added 6.38%
$3.76T
$13.2 Million 3.61% of portfolio
62,811
Q2 2024 Added 4.4%
$0
$11.9 Million 3.24% of portfolio
271,550
Q2 2024 Added 7.8%
$3.22T
$10.9 Million 2.98% of portfolio
24,459
Q2 2024 Added 2.27%
$352B
$9.14 Million 2.49% of portfolio
73,986
Q2 2024 Added 924.88%
$0
$8.57 Million 2.34% of portfolio
35,385
Q2 2024 Added 8.38%
$592B
$8.32 Million 2.27% of portfolio
20,464
Q2 2024 Added 0.01%
$0
$6.65 Million 1.81% of portfolio
131,513
Q2 2024 Reduced 0.49%
$0
$6.62 Million 1.8% of portfolio
59,890
Q2 2024 Reduced 0.92%
$0
$6.42 Million 1.75% of portfolio
128,640
Q2 2024 Reduced 1.02%
$0
$5.74 Million 1.56% of portfolio
254,248
Q2 2024 Added 8.98%
$1.94T
$5.53 Million 1.51% of portfolio
28,618
Q2 2024 Added 1.75%
$0
$4.73 Million 1.29% of portfolio
159,274
Q2 2024 Added 6.62%
$0
$4.71 Million 1.28% of portfolio
112,615
Q2 2024 Added 13.13%
$4.26B
$4.24 Million 1.16% of portfolio
134,821
Q2 2024 Reduced 3.91%
$0
$4.22 Million 1.15% of portfolio
15,777
Q2 2024 Reduced 42.0%
$1.02T
$4.16 Million 1.13% of portfolio
22,850
Q2 2024 Added 2.74%
$0
$3.47 Million 0.95% of portfolio
32,507
Q2 2024 Added 9.4%
$1.33T
$3.48 Million 0.95% of portfolio
6,910
Q2 2024 Added 9.49%
$1.04T
$3.36 Million 0.92% of portfolio
18,305
Q2 2024 Added 3.94%
$0
$3.38 Million 0.92% of portfolio
42,240
Q2 2024 Added 20.82%
$489B
$3.14 Million 0.86% of portfolio
27,254
Q2 2024 Added 52.67%
$229B
$2.52 Million 0.69% of portfolio
8,321
Q2 2024 Reduced 0.45%
$0
$2.4 Million 0.65% of portfolio
76,125
Q2 2024 Added 9.98%
$0
$2.36 Million 0.64% of portfolio
42,255
Q2 2024 Added 10.11%
$0
$2.2 Million 0.6% of portfolio
21,872
Q2 2024 New
$526B
$2.08 Million 0.57% of portfolio
4,087
Q2 2024 Added 5.42%
$859B
$2.03 Million 0.55% of portfolio
2,242
Q2 2024 Added 2.84%
$0
$1.98 Million 0.54% of portfolio
3,950
Q2 2024 Reduced 0.55%
$654B
$2 Million 0.54% of portfolio
9,871
Q2 2024 Added 0.06%
$0
$1.87 Million 0.51% of portfolio
37,366
Q2 2024 Reduced 3.31%
$0
$1.86 Million 0.51% of portfolio
166,503
Q2 2024 Added 29.48%
$72.6B
$1.84 Million 0.5% of portfolio
1,144
Q2 2024 Added 2.05%
$130B
$1.71 Million 0.47% of portfolio
14,980
Q2 2024 Added 2.36%
$1.02T
$1.71 Million 0.47% of portfolio
9,841
Q2 2024 Reduced 14.16%
$0
$1.72 Million 0.47% of portfolio
25,069
Q2 2024 Added 8.28%
$38.8B
$1.7 Million 0.46% of portfolio
26,368
Q2 2024 Added 2.82%
$0
$1.62 Million 0.44% of portfolio
39,538
Q2 2024 Added 14.55%
$0
$1.5 Million 0.41% of portfolio
26,024
Q2 2024 Added 12.95%
$0
$1.46 Million 0.4% of portfolio
55,496
Q2 2024 Added 10.01%
$819B
$1.47 Million 0.4% of portfolio
7,419
Q2 2024 Added 19.16%
$0
$1.48 Million 0.4% of portfolio
4,067
Q2 2024 Added 4.15%
$419B
$1.45 Million 0.39% of portfolio
9,913
Q2 2024 Added 2.99%
$0
$1.45 Million 0.39% of portfolio
71,401
Q2 2024 Reduced 28.22%
$0
$1.4 Million 0.38% of portfolio
28,737
Q2 2024 Added 9.99%
$0
$1.38 Million 0.38% of portfolio
44,956
Q2 2024 Added 8.11%
$248B
$1.35 Million 0.37% of portfolio
22,768
Q2 2024 Reduced 0.08%

Summary

  • Portfolio
  • No. of Stocks 320
  • Current Value $367 Million
  • Prior Value $353 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 31, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 23 stocks
  • Additional Purchases 206 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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