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 ETFs Only

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%
$0
$18.6 Million 5.06% of portfolio
375,839
Q2 2024 Added 6.38%
$0
$11.9 Million 3.24% of portfolio
271,550
Q2 2024 Added 7.8%
$0
$8.57 Million 2.34% of portfolio
35,385
Q2 2024 Added 8.38%
$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%
$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%
$0
$4.22 Million 1.15% of portfolio
15,777
Q2 2024 Reduced 42.0%
$0
$3.47 Million 0.95% of portfolio
32,507
Q2 2024 Added 9.4%
$0
$3.38 Million 0.92% of portfolio
42,240
Q2 2024 Added 20.82%
$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
$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%
$0
$1.72 Million 0.47% of portfolio
25,069
Q2 2024 Added 8.28%
$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%
$0
$1.48 Million 0.4% of portfolio
4,067
Q2 2024 Added 4.15%
$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%
$0
$1.34 Million 0.37% of portfolio
22,773
Q2 2024 Reduced 7.16%
$0
$1.37 Million 0.37% of portfolio
17,718
Q2 2024 Added 15.22%
$0
$1.29 Million 0.35% of portfolio
16,047
Q2 2024 Added 1.89%
$0
$1.23 Million 0.33% of portfolio
25,168
Q2 2024 Added 2.34%
$0
$1.21 Million 0.33% of portfolio
27,863
Q2 2024 Added 5.43%
$0
$1.14 Million 0.31% of portfolio
7,565
Q2 2024 Added 17.78%
$0
$1.14 Million 0.31% of portfolio
15,484
Q2 2024 Added 82.51%
$0
$1.11 Million 0.3% of portfolio
31,770
Q2 2024 Added 4.05%
$0
$1.03 Million 0.28% of portfolio
11,636
Q2 2024 Added 0.38%
$0
$959,000 0.26% of portfolio
21,052
Q2 2024 Added 10.92%
$0
$859,000 0.23% of portfolio
17,294
Q2 2024 Reduced 40.48%
$0
$851,000 0.23% of portfolio
10,129
Q2 2024 Reduced 4.86%
$0
$745,000 0.2% of portfolio
33,651
Q2 2024 Reduced 51.41%
$0
$736,000 0.2% of portfolio
10,095
Q2 2024 Reduced 2.31%
$0
$720,000 0.2% of portfolio
1,504
Q2 2024 Added 3.94%
$0
$695,000 0.19% of portfolio
4,074
Q2 2024 Added 9.63%
$0
$675,000 0.18% of portfolio
8,273
Q2 2024 Reduced 22.45%
$0
$639,000 0.17% of portfolio
21,720
Q2 2024 Added 9.84%
$0
$577,000 0.16% of portfolio
11,026
Q1 2024 Added 400.05%
$0
$553,000 0.15% of portfolio
10,325
Q2 2024 Reduced 3.75%
$0
$532,000 0.15% of portfolio
3,535
Q4 2023 New
$0
$549,000 0.15% of portfolio
10,891
Q2 2024 Reduced 13.21%
$0
$535,000 0.15% of portfolio
20,716
Q2 2024 Reduced 13.16%

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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