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
$725,000 0.18% of portfolio
1,297
Q1 2025 Added 0.46%
$0
$726,000 0.18% of portfolio
25,994
Q1 2025 Added 119.16%
$79.5B
$708,000 0.17% of portfolio
5,658
Q1 2025 New
$268B
$695,000 0.17% of portfolio
4,382
Q1 2025 Added 10.21%
$189B
$684,000 0.17% of portfolio
5,168
Q1 2025 Reduced 5.45%
$26.3B
$720,000 0.17% of portfolio
4,809
Q1 2025 New
$40.2B
$654,000 0.16% of portfolio
15,733
Q1 2025 New
$4.62B
$667,000 0.16% of portfolio
15,100
Q1 2025 New
$0
$652,000 0.16% of portfolio
29,073
Q1 2025 Reduced 70.75%
$70.4B
$661,000 0.16% of portfolio
1,916
Q1 2025 Reduced 0.67%
$100B
$669,000 0.16% of portfolio
1,938
Q1 2025 New
$188B
$620,000 0.15% of portfolio
1,252
Q1 2025 Reduced 2.64%
$0
$614,000 0.15% of portfolio
20,464
Q1 2025 Reduced 5.94%
$198B
$620,000 0.15% of portfolio
780
Q1 2025 Reduced 1.02%
$165B
$629,000 0.15% of portfolio
2,223
Q1 2025 Reduced 0.4%
$354B
$568,000 0.14% of portfolio
2,118
Q1 2025 Reduced 2.26%
$80.3B
$592,000 0.14% of portfolio
2,488
Q1 2025 Reduced 1.82%
$168B
$572,000 0.14% of portfolio
5,799
Q1 2025 Added 2.62%
$126B
$595,000 0.14% of portfolio
1,950
Q1 2025 Added 13.24%
$0
$583,000 0.14% of portfolio
14,827
Q1 2025 New
$228B
$561,000 0.14% of portfolio
2,805
Q1 2025 Reduced 0.81%
$0
$523,000 0.13% of portfolio
14,283
Q1 2025 Reduced 6.26%
$144B
$555,000 0.13% of portfolio
2,625
Q1 2025 Reduced 45.41%
$128B
$520,000 0.13% of portfolio
1,073
Q1 2025 Reduced 4.28%
$0
$527,000 0.13% of portfolio
6,050
Q1 2025 Added 64.58%
$106B
$540,000 0.13% of portfolio
8,862
Q1 2025 Reduced 0.18%
$0
$542,000 0.13% of portfolio
17,891
Q1 2025 New
$0
$503,000 0.12% of portfolio
28,208
Q1 2025 Reduced 5.74%
$47.7B
$484,000 0.12% of portfolio
7,389
Q1 2025 Reduced 3.03%
$223B
$512,000 0.12% of portfolio
2,062
Q1 2025 Added 0.98%
$56.3B
$495,000 0.12% of portfolio
2,905
Q1 2025 Added 47.61%
$102B
$477,000 0.12% of portfolio
709
Q1 2025 Reduced 1.12%
$0
$482,000 0.12% of portfolio
13,540
Q1 2025 Reduced 5.45%
$191B
$490,000 0.12% of portfolio
898
Q1 2025 Reduced 2.5%
$112B
$504,000 0.12% of portfolio
4,801
Q1 2025 Reduced 66.78%
$62.7B
$465,000 0.11% of portfolio
1,759
Q1 2025 Reduced 0.85%
$233B
$453,000 0.11% of portfolio
6,182
Q1 2025 Added 0.77%
$7.82B
$471,000 0.11% of portfolio
3,703
Q1 2025 New
$140B
$439,000 0.11% of portfolio
1,884
Q1 2025 Reduced 4.66%
$47.2B
$470,000 0.11% of portfolio
6,069
Q1 2025 Reduced 1.37%
$243B
$461,000 0.11% of portfolio
5,470
Q1 2025 Added 57.82%
$150B
$442,000 0.11% of portfolio
3,629
Q1 2025 Reduced 2.26%
$10.3B
$465,000 0.11% of portfolio
39,983
Q1 2025 Added 1.08%
$97.4B
$439,000 0.11% of portfolio
4,477
Q1 2025 Reduced 56.09%
$0
$438,000 0.11% of portfolio
936
Q1 2025 Reduced 41.61%
$11.8B
$455,000 0.11% of portfolio
4,313
Q1 2025 New
$51.4B
$455,000 0.11% of portfolio
3,686
Q1 2025 Reduced 48.5%
$183B
$470,000 0.11% of portfolio
10,382
Q1 2025 Reduced 9.64%
$133B
$413,000 0.1% of portfolio
2,847
Q1 2025 Added 3.79%

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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