Drive Wealth Management, LLC Portfolio Holdings

Drive Wealth Management, LLC

  • $367 Million
  • Q2 2024

Drive Wealth Management, LLC has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $367 Million distributed in 320 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 $31.9M, Berkshire Hathaway Inc with a value of $20.2M, Vanguard Ftse Developed Market with a value of $18.6M, Apple Inc. with a value of $13.2M, and Vanguard Ftse Emerging Mkts Et with a value of $11.9M.

Examining the 13F form we can see an increase of $13.9M in the current position value, from $353M to 367M.

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 $367 Million
ETFs: $171 Million
Technology: $61.4 Million
Financial Services: $52.4 Million
Healthcare: $17.4 Million
Consumer Cyclical: $15.1 Million
Communication Services: $14.2 Million
Energy: $12.5 Million
Industrials: $10.1 Million
Other: $12.4 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$34.1B
$199,000 0.05% of portfolio
12,495
Q2 2024 Added 3.92%
$41.4B
$142,000 0.04% of portfolio
11,360
Q2 2024 Reduced 4.94%
$46.7B
$107,000 0.03% of portfolio
39,431
Q2 2024 Added 4.99%
$36.5B
$113,000 0.03% of portfolio
18,531
Q2 2024 Added 2.1%
$50.4B
$108,000 0.03% of portfolio
10,175
Q2 2024 New
$17.4B
$127,000 0.03% of portfolio
14,555
Q2 2024 Reduced 3.25%
$15.5B
$74,000 0.02% of portfolio
12,805
Q2 2024 Added 2.06%
$10.6B
$74,000 0.02% of portfolio
10,546
Q2 2024 Reduced 1.04%
$27.4B
$25,000 0.01% of portfolio
11,247
Q2 2024 Reduced 29.56%
$26.8B
$52,000 0.01% of portfolio
13,767
Q2 2024 Added 1.21%
$107B
$51,000 0.01% of portfolio
18,166
Q2 2024 Reduced 7.38%

Summary

  • Portfolio
  • No. of Stocks 320
  • Current Value $367 Million
  • Prior Value $353 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 31, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 23 stocks
  • Additional Purchases 206 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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