Drive Wealth Management, LLC Incresed Positions in Q4 2024

Drive Wealth Management, LLC

  • $388 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BBUS
J P Morgan Exchg Traded Fd

ETFs
70.1K
+ 686.22%
$102.46 - $110.17 $7.19M - $7.73M
80.4K $8.51M
PCT
Pure Cycle Technologies, Inc.

Industrials
273K
+ 767.68%
$8.81 - $14.3 $2.4M - $3.9M
308K $3.16M
AAPL
Apple Inc.

Technology
2.76K
+ 4.35%
$221.69 - $259.02 $612K - $715K
66.3K $16.6M
NVDA
Nvidia Corp

Technology
5.73K
+ 7.57%
$117.0 - $148.88 $670K - $853K
81.4K $10.9M
TSLA
Tesla, Inc.

Consumer Cyclical
842
+ 10.04%
$213.65 - $479.86 $180K - $404K
9.23K $3.73M
AMZN
Amazon Com Inc

Consumer Cyclical
1.17K
+ 3.93%
$180.88 - $232.93 $211K - $272K
30.9K $6.77M
AVGO
Broadcom Inc.

Technology
2.19K
+ 18.69%
$159.67 - $250.0 $349K - $547K
13.9K $3.22M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
57.2K
+ 135.57%
$21.0 - $23.52 $1.2M - $1.35M
99.4K $2.12M
VO
Vanguard Mid Cap ETF

ETFs
3.47K
+ 9.48%
$261.5 - $284.63 $907K - $987K
40K $10.6M
SRLN
Ssga Active Trust

ETFs
18.7K
+ 10.44%
$41.48 - $42.08 $774K - $785K
197K $8.23M
META
Meta Platforms, Inc.

Communication Services
889
+ 13.24%
$554.08 - $632.68 $493K - $562K
7.61K $4.49M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
26.3K
+ 8.38%
$22.39 - $23.45 $589K - $617K
340K $7.82M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.25K
+ 12.63%
$113.92 - $127.38 $484K - $541K
37.9K $4.36M
WFC
Wells Fargo & Company

Financial Services
823
+ 3.41%
$54.98 - $77.35 $45.2K - $63.7K
25K $1.75M
V
Visa Inc.

Financial Services
594
+ 13.24%
$273.87 - $320.91 $163K - $191K
5.08K $1.61M
SOFI
So Fi Technologies, Inc.

Financial Services
205
+ 0.52%
$7.63 - $16.88 $1.56K - $3.46K
39.6K $609K
NFLX
Netflix Inc

Communication Services
11
+ 0.73%
$687.65 - $936.56 $7.56K - $10.3K
1.51K $1.35M
PM
Philip Morris International Inc.

Consumer Defensive
2.22K
+ 126.55%
$118.38 - $133.06 $263K - $296K
3.98K $478K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.7K
+ 17.01%
$53.94 - $58.15 $199K - $215K
25.4K $1.43M
XLE
Energy Sector Spdr

ETFs
2.81K
+ 49.51%
$83.32 - $97.27 $234K - $274K
8.5K $727K
BGX
Blackstone Long Short Credit Income Fund

Financial Services
20.8K
+ 19.68%
$12.44 - $13.19 $259K - $274K
126K $1.57M
SPYG
Spdr Portfolio

ETFs
1.78K
+ 16.87%
$81.74 - $91.38 $145K - $162K
12.3K $1.08M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
59.9K
+ 24.17%
$5.83 - $6.64 $349K - $398K
308K $1.84M
WMT
Walmart Inc.

Consumer Defensive
368
+ 2.23%
$79.1 - $95.7 $29.1K - $35.2K
16.9K $1.52M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
16.4K
+ 19.64%
$13.12 - $13.68 $215K - $225K
100K $1.33M
CRM
Salesforce, Inc.

Technology
104
+ 4.27%
$270.87 - $367.87 $28.2K - $38.3K
2.54K $848K
SVOL
Simplify ETF Simplify Volatili

ETFs
11.3K
+ 23.27%
$20.4 - $21.93 $230K - $248K
59.8K $1.24M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.69K
+ 18.5%
$57.53 - $60.83 $212K - $224K
23.6K $1.36M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
189
+ 4.5%
$521.84 - $558.82 $98.6K - $106K
4.39K $2.37M
ASML
Asml Holding Nv

Technology
283
+ 67.7%
$658.43 - $872.27 $186K - $247K
701 $485K
NOW
Service Now, Inc.

Technology
2
+ 0.25%
$867.18 - $1148.42 $1.73K - $2.3K
788 $835K
PDI
Pimco Dynamic Income Fund

Financial Services
15.9K
+ 18.82%
$18.33 - $20.85 $291K - $331K
100K $1.84M
BKNG
Booking Holdings Inc.

Consumer Cyclical
8
+ 7.14%
$4100.99 - $5300.34 $32.8K - $42.4K
120 $596K
T
At&T Inc.

Communication Services
4.59K
+ 24.41%
$21.22 - $23.88 $97.5K - $110K
23.4K $533K
NMR
Nomura Holdings Inc

Financial Services
18.8K
+ 148.55%
$5.05 - $6.25 $95.2K - $118K
31.5K $182K
IBM
International Business Machines Corp

Technology
510
+ 33.29%
$204.9 - $238.04 $104K - $121K
2.04K $448K
DGRO
Ishares Core Dividend Growth E

ETFs
2.28K
+ 8.35%
$60.73 - $64.94 $139K - $148K
29.6K $1.82M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.37K
+ 7.05%
$80.13 - $83.77 $270K - $282K
51.1K $4.1M
BAC
Bank Of America Corp

Financial Services
476
+ 2.56%
$39.22 - $47.77 $18.7K - $22.7K
19.1K $839K
MA
Mastercard Inc

Financial Services
32
+ 1.26%
$491.3 - $536.15 $15.7K - $17.2K
2.56K $1.35M
CIFR
Cipher Mining Inc.

Financial Services
5.49K
+ 5.73%
$3.58 - $7.43 $19.7K - $40.8K
101K $469K
FAST
Fastenal CO

Industrials
1.3K
+ 26.68%
$69.99 - $84.35 $90.7K - $109K
6.15K $442K
COST
Costco Wholesale Corp

Consumer Defensive
59
+ 4.64%
$873.59 - $994.69 $51.5K - $58.7K
1.33K $1.22M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
2.35K
+ 37.66%
$42.79 - $44.9 $100K - $105K
8.57K $367K
HYG
Ishares Tr

ETFs
1.69K
+ 5.79%
$78.09 - $80.04 $132K - $135K
30.8K $2.42M
GS
Goldman Sachs Group Inc

Financial Services
24
+ 2.68%
$486.1 - $608.57 $11.7K - $14.6K
921 $527K
MAR
Marriott International Inc

Consumer Cyclical
20
+ 0.8%
$246.06 - $292.59 $4.92K - $5.85K
2.53K $706K
QUAL
Ishares Msci Usa Quality Facto

ETFs
487
+ 9.01%
$176.42 - $186.91 $85.9K - $91K
5.89K $1.05M
PG
Procter & Gamble CO

Consumer Defensive
708
+ 8.88%
$161.05 - $179.7 $114K - $127K
8.68K $1.45M
Activity Summary
Buys All Purchases 231 New Holdings 66 Increased Positions 165 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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