Drive Wealth Management, LLC Portfolio Holdings

Drive Wealth Management, LLC

  • $353 Million
  • Q1 2024

Drive Wealth Management, LLC has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $353 Million distributed in 317 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 $28.2M, Berkshire Hathaway Inc with a value of $20.9M, Vanguard Ftse Developed Market with a value of $17.7M, Vanguard Ftse Emerging Mkts Et with a value of $10.5M, and Apple Inc. with a value of $10.3M.

Examining the 13F form we can see an increase of $46.3M in the current position value, from $307M to 353M.

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 $353 Million
ETFs: $169 Million
Technology: $54.4 Million
Financial Services: $53.8 Million
Healthcare: $16 Million
Consumer Cyclical: $13.2 Million
Communication Services: $12.3 Million
Energy: $12.1 Million
Industrials: $10.6 Million
Other: $11.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28.2 Million 8.0% of portfolio
53,710
Q1 2024 Added 21.97%
$369B
$20.9 Million 5.93% of portfolio
33
Q4 2023 Added 3.13%
$0
$17.7 Million 5.02% of portfolio
353,311
Q1 2024 Added 29.09%
$0
$10.5 Million 2.98% of portfolio
251,900
Q1 2024 Added 25.52%
$3.66T
$10.3 Million 2.92% of portfolio
60,163
Q1 2024 Reduced 0.97%
$3.48T
$10.1 Million 2.85% of portfolio
23,917
Q1 2024 Reduced 1.49%
$532B
$8.6 Million 2.44% of portfolio
20,462
Q1 2024 Added 5.62%
$0
$8.16 Million 2.31% of portfolio
32,649
Q1 2024 Added 21.26%
$0
$7.07 Million 2.0% of portfolio
27,202
Q1 2024 Added 33.97%
$0
$6.68 Million 1.89% of portfolio
132,159
Q1 2024 Reduced 1.84%
$0
$6.68 Million 1.89% of portfolio
60,445
Q1 2024 Reduced 0.32%
$319B
$6.52 Million 1.85% of portfolio
7,219
Q1 2024 Added 7.11%
$0
$6.48 Million 1.84% of portfolio
129,961
Q1 2024 Reduced 0.99%
$0
$5.31 Million 1.5% of portfolio
233,289
Q1 2024 Added 37.88%
$3.48B
$5.24 Million 1.49% of portfolio
140,313
Q1 2024 Added 1.11%
$2.03T
$5.07 Million 1.44% of portfolio
28,127
Q1 2024 Reduced 0.12%
$0
$4.32 Million 1.22% of portfolio
226,531
Q1 2024 Reduced 4.96%
$0
$4.19 Million 1.19% of portfolio
99,544
Q1 2024 Added 100.19%
$1.13T
$3.36 Million 0.95% of portfolio
22,241
Q1 2024 Added 19.04%
$0
$3.28 Million 0.93% of portfolio
29,713
Q1 2024 Added 22.54%
$1.19T
$3.06 Million 0.87% of portfolio
6,311
Q1 2024 Added 4.73%
$189B
$2.9 Million 0.82% of portfolio
8,359
Q1 2024 Reduced 4.61%
$0
$2.81 Million 0.8% of portfolio
34,961
Q1 2024 Added 19.22%
$1.16T
$2.68 Million 0.76% of portfolio
17,611
Q1 2024 Added 0.14%
$0
$2.18 Million 0.62% of portfolio
38,374
Q1 2024 Added 19.69%
$0
$2.18 Million 0.62% of portfolio
69,215
Q1 2024 Added 19.83%
$34B
$2.17 Million 0.61% of portfolio
25,644
Q1 2024 Added 6.99%
$468B
$2.08 Million 0.59% of portfolio
17,852
Q1 2024 Added 2.17%
$602B
$1.98 Million 0.56% of portfolio
9,865
Q1 2024 Reduced 8.01%
$0
$1.96 Million 0.55% of portfolio
38,644
Q1 2024 Added 3.44%
$0
$1.94 Million 0.55% of portfolio
99,476
Q1 2024 Added 52.99%
$0
$1.91 Million 0.54% of portfolio
3,972
Q1 2024 Reduced 1.27%
$458B
$1.92 Million 0.54% of portfolio
3,877
Q1 2024 Added 27.24%
$143B
$1.86 Million 0.53% of portfolio
14,635
Q1 2024 Added 0.49%
$872B
$1.7 Million 0.48% of portfolio
2,180
Q1 2024 Added 2.59%
$0
$1.61 Million 0.46% of portfolio
69,257
Q1 2024 New
$0
$1.59 Million 0.45% of portfolio
23,151
Q1 2024 Added 15.78%
$968B
$1.56 Million 0.44% of portfolio
11,464
Q1 2024 Reduced 8.49%
$0
$1.54 Million 0.44% of portfolio
20,105
Q1 2024 Reduced 2.9%
$0
$1.5 Million 0.43% of portfolio
128,593
Q1 2024 New
$380B
$1.52 Million 0.43% of portfolio
9,625
Q1 2024 Added 4.49%
$707B
$1.49 Million 0.42% of portfolio
1,121
Q1 2024 Reduced 7.43%
$0
$1.44 Million 0.41% of portfolio
34,517
Q1 2024 Added 55.27%
$348B
$1.44 Million 0.41% of portfolio
3,754
Q1 2024 Reduced 8.06%
$0
$1.44 Million 0.41% of portfolio
29,055
Q1 2024 Reduced 47.23%
$0
$1.4 Million 0.4% of portfolio
24,530
Q1 2024 Reduced 26.27%
$0
$1.36 Million 0.39% of portfolio
50,448
Q1 2024 Added 20.71%
$0
$1.34 Million 0.38% of portfolio
23,040
Q1 2024 Added 23.43%
$436B
$1.33 Million 0.38% of portfolio
4,753
Q1 2024 Reduced 5.05%

Summary

  • Portfolio
  • No. of Stocks 317
  • Current Value $353 Million
  • Prior Value $307 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 22, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 38 stocks
  • Additional Purchases 122 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 140 stocks
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