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
$29.5B
$210,000 0.06% of portfolio
5,306
Q3 2024 Reduced 5.87%
$58.8B
$211,000 0.06% of portfolio
11,643
Q3 2024 Added 2.31%
$88B
$234,000 0.06% of portfolio
4,938
Q3 2024 Added 2.43%
$2.6B
$217,000 0.06% of portfolio
2,737
Q3 2024 Added 1.33%
$14.3B
$219,000 0.06% of portfolio
5,491
Q3 2024 New
$0
$223,000 0.06% of portfolio
2,844
Q3 2024 New
$65.2B
$246,000 0.06% of portfolio
2,209
Q3 2024 New
$0
$215,000 0.06% of portfolio
1,758
Q3 2024 Added 0.46%
$0
$212,000 0.06% of portfolio
2,375
Q1 2024 New
$63.1B
$244,000 0.06% of portfolio
3,399
Q3 2024 New
$35B
$216,000 0.06% of portfolio
12,530
Q3 2024 Added 0.28%
$25.8B
$222,000 0.06% of portfolio
1,801
Q3 2024 Added 0.95%
$125B
$214,000 0.06% of portfolio
1,401
Q3 2024 New
$107B
$214,000 0.06% of portfolio
1,412
Q3 2024 Reduced 24.73%
$33.3B
$229,000 0.06% of portfolio
426
Q3 2024 Reduced 1.16%
$42.4B
$215,000 0.06% of portfolio
1,734
Q3 2024 New
$10.1B
$217,000 0.06% of portfolio
267
Q3 2024 Added 3.09%
$23B
$219,000 0.06% of portfolio
3,555
Q3 2024 New
$58.1B
$215,000 0.06% of portfolio
2,674
Q3 2024 New
$28.2B
$223,000 0.06% of portfolio
10,939
Q3 2024 Reduced 0.26%
$28B
$223,000 0.06% of portfolio
1,296
Q3 2024 Added 3.35%
$34.6B
$209,000 0.06% of portfolio
5,853
Q3 2024 Added 0.67%
$18.7B
$213,000 0.06% of portfolio
465
Q3 2024 New
$68.6B
$229,000 0.06% of portfolio
900
Q3 2024 Added 2.39%
$6.05B
$226,000 0.06% of portfolio
779
Q3 2024 Reduced 1.02%
$30.9B
$238,000 0.06% of portfolio
1,551
Q3 2024 Reduced 8.98%
$48B
$222,000 0.06% of portfolio
6,015
Q3 2024 Added 0.03%
$45.7B
$245,000 0.06% of portfolio
2,690
Q3 2024 Added 1.51%
$52.2B
$236,000 0.06% of portfolio
1,570
Q3 2024 Reduced 0.88%
$9.4B
$236,000 0.06% of portfolio
2,447
Q3 2024 Added 0.53%
$191B
$213,000 0.06% of portfolio
1,755
Q3 2024 New
$78.4B
$215,000 0.06% of portfolio
1,167
Q3 2024 New
$0
$235,000 0.06% of portfolio
5,915
Q2 2024 Reduced 81.25%
$0
$195,000 0.05% of portfolio
15,800
Q3 2024 Reduced 28.02%
$26.2B
$200,000 0.05% of portfolio
2,079
Q3 2024 New
$65.7B
$206,000 0.05% of portfolio
693
Q3 2024 New
$17.8B
$177,000 0.05% of portfolio
5,137
Q3 2024 New
$5.9B
$203,000 0.05% of portfolio
768
Q3 2024 New
$19.6B
$205,000 0.05% of portfolio
2,502
Q3 2024 New
$0
$205,000 0.05% of portfolio
1,905
Q3 2024 New
$22.6B
$150,000 0.04% of portfolio
15,443
Q3 2024 Reduced 1.49%
$0
$168,000 0.04% of portfolio
12,614
Q2 2024 Reduced 35.19%
$0
$151,000 0.04% of portfolio
13,995
Q3 2024 Reduced 2.1%
$0
$151,000 0.04% of portfolio
11,585
Q2 2024 Reduced 40.24%
$1.48B
$130,000 0.03% of portfolio
10,393
Q3 2024 Reduced 0.12%
$39.6B
$118,000 0.03% of portfolio
11,252
Q3 2024 Reduced 0.95%
$17B
$128,000 0.03% of portfolio
15,291
Q3 2024 Added 5.06%
$45.9B
$127,000 0.03% of portfolio
41,042
Q3 2024 Added 4.09%
$19.9B
$120,000 0.03% of portfolio
18,523
Q3 2024 Reduced 0.04%

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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