Drive Wealth Management, LLC Portfolio Holdings

Drive Wealth Management, LLC

  • $380 Million
  • Q3 2024

Drive Wealth Management, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $380 Million distributed in 571 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 $33.9M, Berkshire Hathaway Inc with a value of $22.8M, Vanguard Ftse Developed Market with a value of $20.2M, Apple Inc. with a value of $14.8M, and Vanguard Ftse Emerging Mkts Et with a value of $13.5M.

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 $380 Million
ETFs: $171 Million
Technology: $64.1 Million
Financial Services: $59.6 Million
Consumer Cyclical: $16.7 Million
Healthcare: $16.5 Million
Communication Services: $14.1 Million
Energy: $11.6 Million
Industrials: $10.9 Million
Other: $15.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$141B
$676,000 0.18% of portfolio
2,749
Q3 2024 Added 2.88%
$223B
$702,000 0.18% of portfolio
786
Q3 2024 Added 3.69%
$136B
$637,000 0.17% of portfolio
9,841
Q3 2024 Added 5.39%
$0
$629,000 0.17% of portfolio
11,026
Q1 2024 Added 400.05%
$190B
$613,000 0.16% of portfolio
1,249
Q3 2024 Reduced 0.64%
$35.2B
$596,000 0.16% of portfolio
1,555
Q3 2024 Added 1.11%
$159B
$604,000 0.16% of portfolio
637
Q2 2024 Added 2.58%
$92.9B
$624,000 0.16% of portfolio
2,514
Q3 2024 Added 0.52%
$216B
$595,000 0.16% of portfolio
1,956
Q3 2024 Added 6.83%
$24B
$591,000 0.16% of portfolio
12,306
Q3 2024 Added 0.09%
$40.4B
$573,000 0.15% of portfolio
4,221
Q3 2024 Reduced 8.22%
$0
$556,000 0.15% of portfolio
14,116
Q3 2024 Added 0.74%
$0
$564,000 0.15% of portfolio
3,585
Q4 2021 New
$60.7B
$553,000 0.15% of portfolio
1,968
Q3 2024 Added 0.66%
$0
$571,000 0.15% of portfolio
15,257
Q3 2024 Added 0.63%
$205B
$545,000 0.14% of portfolio
5,670
Q3 2024 Reduced 1.32%
$0
$537,000 0.14% of portfolio
3,548
Q3 2024 Added 0.37%
$142B
$546,000 0.14% of portfolio
2,153
Q3 2024 Added 2.92%
$85.5B
$524,000 0.14% of portfolio
1,514
Q3 2024 Reduced 0.66%
$105B
$515,000 0.14% of portfolio
1,109
Q3 2024 Added 0.73%
$0
$519,000 0.14% of portfolio
29,082
Q3 2024 Added 0.65%
$0
$483,000 0.13% of portfolio
4,924
Q3 2024 Added 3.01%
$89.5B
$481,000 0.13% of portfolio
925
Q3 2024 Added 1.43%
$42.6B
$493,000 0.13% of portfolio
7,573
Q3 2024 Added 0.65%
$44.8B
$475,000 0.13% of portfolio
9,228
Q3 2024 Added 4.46%
$167B
$500,000 0.13% of portfolio
11,138
Q3 2024 Added 1.49%
$0
$500,000 0.13% of portfolio
24,550
Q3 2024 New
$187B
$479,000 0.13% of portfolio
2,543
Q3 2024 Added 6.94%
$0
$498,000 0.13% of portfolio
5,682
Q3 2024 New
$56.1B
$485,000 0.13% of portfolio
9,732
Q3 2024 Reduced 1.25%
$297B
$497,000 0.13% of portfolio
2,172
Q3 2024 Added 2.89%
$123B
$468,000 0.12% of portfolio
1,693
Q3 2024 Added 1.93%
$73B
$468,000 0.12% of portfolio
1,550
Q3 2024 Added 0.26%
$0
$441,000 0.12% of portfolio
10,444
Q3 2024 Reduced 2.31%
$219B
$448,000 0.12% of portfolio
6,797
Q3 2024 Reduced 2.75%
$143B
$450,000 0.12% of portfolio
5,332
Q3 2024 Added 2.8%
$0
$448,000 0.12% of portfolio
10,383
Q3 2024 Reduced 1.84%
$123B
$450,000 0.12% of portfolio
8,696
Q3 2024 Added 31.04%
$83.2B
$472,000 0.12% of portfolio
956
Q3 2024 Reduced 2.25%
$203B
$471,000 0.12% of portfolio
112
Q3 2024 Added 28.74%
$182B
$460,000 0.12% of portfolio
742
Q3 2024 Reduced 1.07%
$97.1B
$474,000 0.12% of portfolio
4,574
Q3 2024 Reduced 32.5%
$82.2B
$438,000 0.12% of portfolio
5,953
Q3 2024 Added 9.43%
$199B
$444,000 0.12% of portfolio
897
Q3 2024 Added 3.94%
$72.1B
$456,000 0.12% of portfolio
3,251
Q3 2024 Reduced 1.04%
$168B
$446,000 0.12% of portfolio
1,606
Q3 2024 Reduced 1.65%
$1.64B
$471,000 0.12% of portfolio
8,555
Q3 2024 New
$0
$469,000 0.12% of portfolio
9,600
Q3 2024 New
$0
$406,000 0.11% of portfolio
15,869
Q3 2024 Reduced 32.91%

Summary

  • Portfolio
  • No. of Stocks 571
  • Current Value $380 Million
  • Prior Value $380 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR/A
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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