Drive Wealth Management, LLC Portfolio Holdings

Drive Wealth Management, LLC

  • $413 Million
  • Q1 2025

Drive Wealth Management, LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $413 Million distributed in 586 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 $26.6M, Vanguard Ftse Developed Market with a value of $18M, Berkshire Hathaway Inc with a value of $17.6M, Apple Inc. with a value of $15.1M, and Vanguard Ftse Emerging Mkts Et with a value of $12.5M.

Examining the 13F form we can see an increase of $25.2M in the current position value, from $388M to 413M.

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 $413 Million
ETFs: $200 Million
Technology: $62.1 Million
Financial Services: $56.3 Million
Consumer Cyclical: $19.1 Million
Communication Services: $17.7 Million
Healthcare: $15.6 Million
Industrials: $13.4 Million
Consumer Defensive: $10.4 Million
Other: $14.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.6 Million 6.45% of portfolio
47,402
Q1 2025 Reduced 6.65%
$0
$18 Million 4.36% of portfolio
354,700
Q1 2025 Added 2.48%
$462B
$17.6 Million 4.25% of portfolio
22
Q1 2025 Reduced 33.33%
$3.2T
$15.1 Million 3.65% of portfolio
67,838
Q1 2025 Added 2.38%
$0
$12.5 Million 3.03% of portfolio
276,761
Q1 2025 Added 1.84%
$0
$11.4 Million 2.75% of portfolio
112,547
Q1 2025 Added 40.05%
$0
$10.6 Million 2.58% of portfolio
41,158
Q1 2025 Added 2.83%
$284B
$10.3 Million 2.48% of portfolio
94,701
Q1 2025 Added 16.35%
$3.25T
$9.89 Million 2.39% of portfolio
26,348
Q1 2025 Added 4.42%
$694B
$9.02 Million 2.18% of portfolio
16,934
Q1 2025 Added 3.87%
$0
$8.73 Million 2.11% of portfolio
212,287
Q1 2025 Added 7.61%
$0
$8.53 Million 2.07% of portfolio
170,260
Q1 2025 Added 11.25%
$0
$8.54 Million 2.07% of portfolio
77,283
Q1 2025 Added 8.35%
$0
$8.39 Million 2.03% of portfolio
365,099
Q1 2025 Added 7.35%
$1.9T
$6.86 Million 1.66% of portfolio
36,066
Q1 2025 Added 16.89%
$0
$5.25 Million 1.27% of portfolio
89,076
Q1 2025 New
$0
$4.18 Million 1.01% of portfolio
39,964
Q1 2025 Added 5.54%
$0
$4.04 Million 0.98% of portfolio
160,691
Q1 2025 New
$957B
$3.99 Million 0.97% of portfolio
25,803
Q1 2025 Added 8.73%
$0
$3.96 Million 0.96% of portfolio
48,461
Q1 2025 Reduced 5.1%
$0
$3.94 Million 0.95% of portfolio
166,091
Q1 2025 New
$430B
$3.81 Million 0.92% of portfolio
32,072
Q1 2025 Added 12.48%
$885B
$3.6 Million 0.87% of portfolio
13,872
Q1 2025 Added 50.28%
$0
$3.54 Million 0.86% of portfolio
316,602
Q1 2025 Added 7.01%
$0
$3.43 Million 0.83% of portfolio
12,497
Q1 2025 Added 5.93%
$1.01T
$3.12 Million 0.76% of portfolio
20,001
Q1 2025 Added 11.13%
$570B
$3.05 Million 0.74% of portfolio
8,701
Q1 2025 Added 71.21%
$194B
$2.57 Million 0.62% of portfolio
8,246
Q1 2025 Reduced 0.75%
$0
$2.56 Million 0.62% of portfolio
109,576
Q1 2025 New
$0
$2.58 Million 0.62% of portfolio
32,667
Q1 2025 Added 6.02%
$270B
$2.49 Million 0.6% of portfolio
28,356
Q1 2025 Added 68.2%
$0
$2.43 Million 0.59% of portfolio
122,861
Q1 2025 Added 22.39%
$81.3B
$2.44 Million 0.59% of portfolio
14,566
Q1 2025 Added 4.91%
$449B
$2.41 Million 0.58% of portfolio
2,543
Q1 2025 Added 91.2%
$0
$2.36 Million 0.57% of portfolio
40,507
Q1 2025 Reduced 6.52%
$0
$2.37 Million 0.57% of portfolio
402,857
Q1 2025 Added 30.83%
$0
$2.29 Million 0.55% of portfolio
72,678
Q1 2025 Reduced 6.33%
$741B
$2.24 Million 0.54% of portfolio
9,134
Q1 2025 Reduced 2.16%
$232B
$2.19 Million 0.53% of portfolio
16,485
Q1 2025 Added 150.84%
$379B
$2.11 Million 0.51% of portfolio
4,034
Q1 2025 Added 31.49%
$781B
$2.04 Million 0.49% of portfolio
2,471
Q1 2025 Reduced 0.96%
$0
$2.02 Million 0.49% of portfolio
65,474
Q1 2025 New
$0
$2.03 Million 0.49% of portfolio
83,931
Q1 2025 New
$0
$1.97 Million 0.48% of portfolio
159,617
Q1 2025 Added 26.2%
$171B
$1.99 Million 0.48% of portfolio
6,020
Q1 2025 Added 111.08%
$0
$1.95 Million 0.47% of portfolio
3,797
Q1 2025 Reduced 13.57%
$280B
$1.84 Million 0.45% of portfolio
25,641
Q1 2025 Added 2.68%
$0
$1.85 Million 0.45% of portfolio
80,660
Q1 2025 New
$265B
$1.86 Million 0.45% of portfolio
11,129
Q1 2025 Added 77.19%

Summary

  • Portfolio
  • No. of Stocks 586
  • Current Value $413 Million
  • Prior Value $388 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 53 stocks
  • Additional Purchases 115 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 151 stocks
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