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
Fidelity Wise Origin Bitcoin
-
$0 0.0% of portfolio
-
Q1 2025 Added 37.91%
Fidelity Covington Trust
-
$0 0.0% of portfolio
-
Q1 2025 New
Tidal Tr Ii
-
$0 0.0% of portfolio
-
Q1 2025 New
Blackrock Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 241.45%
Biovie Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 75.0%
Wisdomtree Tr
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 19.24%
Calidi Biotherapeutics Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 38.89%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 6.89%
Corpay Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.56%
Peakstone Realty Trust
-
$0 0.0% of portfolio
-
Q1 2025 New
$18.2M
$19,000 0.0% of portfolio
20,000
Q4 2024 New
Grayscale Bitcoin Mini Tr Et
-
$0 0.0% of portfolio
-
Q4 2024 New
$117M
$18,000 0.0% of portfolio
16,677
Q1 2025 New
Primo Brands Corporation
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.09%
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.62%
-
$0 0.0% of portfolio
-
Q1 2025 Added 38.47%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 2.97%
Franklin Templeton Digital H
-
$0 0.0% of portfolio
-
Q4 2024 New
Nutex Health Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 34.01%
Linde PLC
-
$0 0.0% of portfolio
-
Q1 2025 Added 63.79%
Lam Research Corp
-
$0 0.0% of portfolio
-
Q1 2025 New
Nvni Group Limited
-
$0 0.0% of portfolio
-
Q1 2025 New
Tidal Tr Ii
-
$0 0.0% of portfolio
-
Q1 2025 New

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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