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 $200 Billions or more
