Drive Wealth Management, LLC Purchases in Q1 2025

Drive Wealth Management, LLC

  • $413 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
89.1K
New
$51.88 - $60.73 $4.62M - $5.41M
89.1K $5.25M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
161K
New
$25.05 - $25.16 $4.03M - $4.04M
161K $4.04M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
166K
New
N/A
166K $3.94M
BBUS
J P Morgan Exchg Traded Fd

ETFs
32.2K
+ 40.05%
$99.5 - $110.97 $3.2M - $3.57M
113K $11.4M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
110K
New
$23.29 - $23.38 $2.55M - $2.56M
110K $2.56M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
83.9K
New
$23.9 - $24.18 $2.01M - $2.03M
83.9K $2.03M
FNDE
Schwab Fundamental Emerging Mk

ETFs
65.5K
New
$28.11 - $32.0 $1.84M - $2.1M
65.5K $2.02M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
49.9K
New
$36.64 - $45.76 $1.83M - $2.28M
49.9K $1.87M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
80.7K
New
$22.77 - $22.94 $1.84M - $1.85M
80.7K $1.85M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
83.2K
New
$20.1 - $20.8 $1.67M - $1.73M
83.2K $1.73M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
70.8K
New
$22.61 - $23.14 $1.6M - $1.64M
70.8K $1.64M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
631
+ 3.87%
$442.66 - $534.52 $279K - $337K
16.9K $9.02M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
64K
New
$24.79 - $25.26 $1.59M - $1.62M
64K $1.62M
VEA
Vanguard Ftse Developed Market

ETFs
8.58K
+ 2.48%
$47.4 - $52.99 $407K - $455K
355K $18M
ABT
Abbott Laboratories

Healthcare
9.91K
+ 150.84%
$111.1 - $140.22 $1.1M - $1.39M
16.5K $2.19M
V
Visa Inc.

Financial Services
3.62K
+ 71.21%
$306.92 - $362.71 $1.11M - $1.31M
8.7K $3.05M
DE
Deere & CO

Industrials
2.75K
+ 387.04%
$408.57 - $509.27 $1.12M - $1.4M
3.46K $1.62M
UNP
Union Pacific Corp

Industrials
5.31K
+ 276.35%
$225.21 - $254.42 $1.19M - $1.35M
7.23K $1.71M
SYY
Sysco Corp

Consumer Defensive
16K
New
$70.0 - $77.13 $1.12M - $1.23M
16K $1.2M
COST
Costco Wholesale Corp

Consumer Defensive
1.21K
+ 91.2%
$890.62 - $1076.86 $1.08M - $1.31M
2.54K $2.41M
CMCSA
Comcast Corp

Communication Services
31.7K
New
$33.19 - $38.23 $1.05M - $1.21M
31.7K $1.17M
MCD
Mcdonalds Corp

Consumer Cyclical
3.4K
+ 167.77%
$279.74 - $321.29 $951K - $1.09M
5.43K $1.69M
CRWD
Crowd Strike Holdings, Inc.

Technology
3.05K
+ 507.65%
$308.86 - $455.36 $942K - $1.39M
3.65K $1.29M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
18.6K
New
$55.41 - $60.74 $1.03M - $1.13M
18.6K $1.05M
TXT
Textron Inc

Industrials
14.2K
New
$70.19 - $81.2 $994K - $1.15M
14.2K $1.02M
WMT
Walmart Inc.

Consumer Defensive
11.5K
+ 68.2%
$84.5 - $105.05 $971K - $1.21M
28.4K $2.49M
CVX
Chevron Corp

Energy
4.85K
+ 77.19%
$146.71 - $167.97 $711K - $814K
11.1K $1.86M
CAT
Caterpillar Inc

Industrials
3.17K
+ 111.08%
$326.75 - $407.63 $1.04M - $1.29M
6.02K $1.99M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
17.2K
+ 11.25%
$50.03 - $50.27 $861K - $866K
170K $8.53M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
19.3K
New
$39.96 - $43.3 $770K - $834K
19.3K $794K
XOM
Exxon Mobil Corp

Energy
3.56K
+ 12.48%
$105.44 - $118.93 $375K - $423K
32.1K $3.81M
KEYS
Keysight Technologies, Inc.

Technology
4.81K
New
$148.16 - $185.11 $713K - $890K
4.81K $720K
FISV
Fiserv Inc

Technology
5.66K
New
N/A
5.66K $708K
SHV
Ishares Tr

ETFs
5.95K
+ 8.35%
$110.11 - $110.51 $656K - $658K
77.3K $8.54M
HCA
Hca Healthcare, Inc.

Healthcare
1.94K
New
$296.7 - $345.55 $575K - $670K
1.94K $669K
GBCI
Glacier Bancorp, Inc.

Financial Services
15.1K
New
$43.81 - $52.23 $662K - $789K
15.1K $667K
HOOD
Robinhood Markets, Inc.

Technology
15.7K
New
$35.63 - $65.28 $561K - $1.03M
15.7K $654K
PDI
Pimco Dynamic Income Fund

Financial Services
22.5K
+ 22.39%
$18.51 - $20.05 $416K - $451K
123K $2.43M
CRM
Salesforce, Inc.

Technology
2.82K
+ 111.27%
$268.36 - $359.95 $758K - $1.02M
5.36K $1.44M
DFIV
Dimensional ETF Tr

ETFs
14.8K
New
$35.33 - $40.77 $524K - $604K
14.8K $583K
META
Meta Platforms, Inc.

Communication Services
1.19K
+ 15.61%
$576.36 - $736.67 $684K - $874K
8.79K $5.07M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
25K
+ 7.35%
$22.25 - $23.0 $556K - $575K
365K $8.39M
UNH
Unitedhealth Group Inc

Healthcare
966
+ 31.49%
$461.52 - $548.18 $446K - $530K
4.03K $2.11M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.99K
+ 1.84%
$42.5 - $46.71 $212K - $233K
277K $12.5M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
17.9K
New
$26.71 - $31.58 $478K - $565K
17.9K $542K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
94.9K
+ 30.83%
$5.87 - $6.26 $557K - $594K
403K $2.37M
SRLN
Ssga Active Trust

ETFs
15K
+ 7.61%
$41.02 - $41.99 $616K - $631K
212K $8.73M
RGEN
Repligen Corp

Healthcare
3.7K
New
$127.24 - $174.24 $471K - $645K
3.7K $471K
ADBE
Adobe Inc.

Technology
1.45K
+ 95.09%
$377.84 - $464.11 $549K - $675K
2.98K $1.14M
Activity Summary
Buys All Purchases 168 New Holdings 53 Increased Positions 115 Sells All Sells 151 Reductions 151 Sold out 0 Options Calls 0 Puts 0
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