Drive Wealth Management, LLC Reduced Holdings in Q2 2024

Drive Wealth Management, LLC

  • $367 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-11.4K
- 42.0%
$245.23 - $269.4 $2.8M - $3.08M
15.8K $4.22M
NCNO
N Cino, Inc.

Technology
-5.49K
- 3.91%
$29.16 - $35.35 $160K - $194K
135K $4.24M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-35.6K
- 51.41%
$21.22 - $23.31 $756K - $830K
33.7K $745K
IEF
Ishares Barclays

ETFs
-8.41K
- 63.77%
$91.24 - $94.6 $768K - $796K
4.78K $447K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-25.6K
- 81.25%
$32.03 - $37.24 $821K - $954K
5.92K $200K
PULS
Pgim ETF Tr

ETFs
-11.8K
- 40.48%
$49.47 - $49.75 $582K - $585K
17.3K $859K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-28.1K
- 28.22%
$18.97 - $21.43 $533K - $602K
71.4K $1.45M
ACN
Accenture PLC

Technology
-38
- 0.45%
$281.76 - $339.17 $10.7K - $12.9K
8.32K $2.52M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-9.91K
- 54.0%
$24.22 - $24.49 $240K - $243K
8.44K $206K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.4K
- 22.45%
$81.05 - $81.66 $194K - $196K
8.27K $675K
DIS
Walt Disney CO

Communication Services
-239
- 3.99%
$99.29 - $122.82 $23.7K - $29.4K
5.75K $570K
V
Visa Inc.

Financial Services
-235
- 4.94%
$262.47 - $281.5 $61.7K - $66.2K
4.52K $1.19M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-6.06K
- 23.11%
$19.15 - $20.2 $116K - $122K
20.2K $396K
QCOM
Qualcomm Inc

Technology
-1.51K
- 25.74%
$157.63 - $227.09 $238K - $343K
4.36K $868K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
-8.75K
- 41.39%
$10.83 - $11.33 $94.8K - $99.1K
12.4K $138K
CVS
Cvs Health Corp

Healthcare
-302
- 7.42%
$53.63 - $79.56 $16.2K - $24K
3.77K $222K
TM
Toyota Motor Corp

Consumer Cyclical
-12
- 0.61%
$193.58 - $246.99 $2.32K - $2.96K
1.97K $403K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-7.8K
- 40.24%
$11.67 - $12.43 $91K - $97K
11.6K $143K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.66K
- 13.21%
$50.22 - $50.48 $83.2K - $83.6K
10.9K $549K
DEO
Diageo PLC

Consumer Defensive
-57
- 1.71%
$126.08 - $149.08 $7.19K - $8.5K
3.29K $414K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.28K
- 3.31%
$49.55 - $50.44 $63.3K - $64.5K
37.4K $1.87M
USB
Us Bancorp \De\

Financial Services
-47
- 0.29%
$38.45 - $43.95 $1.81K - $2.07K
16K $635K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-6.85K
- 35.19%
$11.53 - $12.47 $79K - $85.4K
12.6K $157K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-517
- 4.86%
$81.04 - $87.08 $41.9K - $45K
10.1K $851K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-3.18K
- 11.85%
$20.41 - $22.23 $64.9K - $70.7K
23.7K $522K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
-10.5K
- 30.48%
$6.78 - $7.21 $71.2K - $75.7K
24K $171K
MCD
Mcdonalds Corp

Consumer Cyclical
-76
- 3.99%
$249.37 - $280.22 $19K - $21.3K
1.83K $466K
FAST
Fastenal CO

Industrials
-70
- 1.5%
$62.84 - $76.63 $4.4K - $5.36K
4.59K $288K
UPS
United Parcel Service Inc

Industrials
-235
- 7.31%
$134.2 - $152.27 $31.5K - $35.8K
2.98K $407K
SHV
Ishares Tr

ETFs
-555
- 0.92%
$110.04 - $110.51 $61.1K - $61.3K
59.9K $6.62M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-1.32K
- 1.02%
$49.77 - $50.09 $65.7K - $66.2K
129K $6.42M
ABBV
Abb Vie Inc.

Healthcare
-13
- 0.24%
$154.79 - $180.76 $2.01K - $2.35K
5.51K $945K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.76K
- 7.16%
$53.83 - $59.14 $94.6K - $104K
22.8K $1.34M
UNP
Union Pacific Corp

Industrials
-8
- 0.3%
$221.38 - $247.4 $1.77K - $1.98K
2.67K $604K
DFAE
Dimensional ETF Tr

ETFs
-3.14K
- 13.16%
$24.03 - $26.3 $75.5K - $82.6K
20.7K $535K
DFIP
Dimensional ETF Tr Inflation P

ETFs
-1.2K
- 10.09%
$40.31 - $41.37 $48.4K - $49.6K
10.7K $436K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-1.12K
- 9.54%
$40.79 - $41.97 $45.5K - $46.8K
10.6K $439K
GIS
General Mills Inc

Consumer Defensive
-325
- 7.83%
$63.26 - $71.61 $20.6K - $23.3K
3.82K $241K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-239
- 2.31%
$70.34 - $76.15 $16.8K - $18.2K
10.1K $736K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-69
- 1.63%
$58.03 - $67.92 $4K - $4.69K
4.18K $242K
ICL
Icl Group Ltd.

Basic Materials
-4.74K
- 25.13%
$4.28 - $5.32 $20.3K - $25.2K
14.1K $60K
CSX
Csx Corp

Industrials
-154
- 1.77%
$32.18 - $36.78 $4.96K - $5.66K
8.54K $285K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-646
- 0.49%
$50.32 - $50.55 $32.5K - $32.7K
132K $6.65M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-128
- 2.3%
$65.44 - $71.94 $8.38K - $9.21K
5.44K $355K
TD
Toronto Dominion Bank

Financial Services
-2
- 0.04%
$53.85 - $60.24 $108 - $120
5.25K $288K
SIRI
Sirius Xm Holdings Inc.

Communication Services
-1.45K
- 7.38%
$2.53 - $3.83 $3.66K - $5.55K
18.2K $51K
USRT
Ishares Core U.S. Reit ETF

ETFs
-402
- 3.75%
$49.35 - $53.7 $19.8K - $21.6K
10.3K $553K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-71
- 1.91%
$76.01 - $82.53 $5.4K - $5.86K
3.64K $285K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-684
- 7.56%
$32.02 - $32.68 $21.9K - $22.4K
8.37K $272K
Activity Summary
Buys All Purchases 229 New Holdings 23 Increased Positions 206 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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