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
TOL
Toll Brothers, Inc.

Consumer Cyclical
4.31K
New
$103.02 - $140.69 $444K - $607K
4.31K $455K
WM
Waste Management Inc

Industrials
1.65K
+ 84.04%
$200.54 - $233.78 $332K - $387K
3.62K $838K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14.1K
+ 119.16%
$27.01 - $28.54 $382K - $403K
26K $726K
BGX
Blackstone Long Short Credit Income Fund

Financial Services
33.1K
+ 26.2%
$12.32 - $12.99 $408K - $430K
160K $1.97M
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
20.8K
+ 7.01%
$10.35 - $11.79 $215K - $245K
317K $3.54M
INTU
Intuit Inc

Technology
658
+ 86.58%
$555.63 - $630.23 $366K - $415K
1.42K $870K
MP
Mp Materials Corp.

Basic Materials
15.9K
New
$16.39 - $26.93 $260K - $427K
15.9K $387K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
27.2K
+ 27.16%
$13.1 - $13.52 $356K - $367K
127K $1.67M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
2.94K
New
$96.88 - $111.25 $285K - $327K
2.94K $293K
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
21.2K
+ 25.05%
$9.92 - $11.41 $211K - $242K
106K $1.14M
SOXL
Direxion Daily Semiconductor B

ETFs
17.5K
New
$15.95 - $35.15 $279K - $615K
17.5K $279K
T
At&T Inc.

Communication Services
4.67K
+ 19.96%
$21.56 - $28.28 $101K - $132K
28.1K $794K
NEM
Newmont Corp

Basic Materials
5.28K
New
$37.79 - $48.39 $199K - $255K
5.28K $254K
ESLT
Elbit Systems LTD

Industrials
657
New
$261.47 - $413.0 $172K - $271K
657 $252K
RBLX
Roblox Corp

Communication Services
4.13K
New
$53.77 - $75.47 $222K - $311K
4.13K $240K
INCO
Columbia ETF Tr Ii Columbia In

ETFs
3.77K
New
$55.6 - $66.5 $210K - $251K
3.77K $224K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.07K
+ 17.23%
$56.17 - $59.71 $229K - $243K
27.7K $1.58M
AEP
American Electric Power CO Inc

Utilities
2.03K
New
$90.32 - $109.27 $183K - $222K
2.03K $221K
ABBV
Abb Vie Inc.

Healthcare
123
+ 2.0%
$169.2 - $216.66 $20.8K - $26.6K
6.28K $1.31M
PM
Philip Morris International Inc.

Consumer Defensive
406
+ 10.21%
$117.15 - $158.79 $47.6K - $64.5K
4.38K $695K
DFAT
Dimensional ETF Tr U S Target

ETFs
4.22K
New
$50.44 - $58.1 $213K - $245K
4.22K $217K
VRSK
Verisk Analytics, Inc.

Industrials
714
New
$268.63 - $301.33 $192K - $215K
714 $212K
WTW
Willis Towers Watson PLC

Financial Services
610
New
$306.61 - $340.78 $187K - $208K
610 $206K
FFIV
F5, Inc.

Technology
771
New
$251.75 - $310.6 $194K - $239K
771 $205K
K
Kellogg CO

Consumer Defensive
2.48K
New
$81.06 - $82.9 $201K - $206K
2.48K $204K
TDY
Teledyne Technologies Inc

Technology
403
New
$455.51 - $518.84 $184K - $209K
403 $200K
PLTR
Palantir Technologies Inc.

Technology
2K
+ 57.82%
$64.98 - $124.62 $130K - $250K
5.47K $461K
SVOL
Simplify ETF Simplify Volatili

ETFs
19.2K
+ 32.11%
$17.92 - $21.7 $344K - $417K
79.1K $1.44M
JNJ
Johnson & Johnson

Healthcare
538
+ 12.93%
$142.06 - $167.7 $76.4K - $90.2K
4.7K $779K
AVUV
American Centy ETF Tr Avantis

ETFs
2.37K
+ 64.58%
$84.95 - $100.62 $202K - $239K
6.05K $527K
HYG
Ishares Tr

ETFs
1.86K
+ 6.02%
$78.51 - $80.11 $146K - $149K
32.7K $2.58M
PANW
Palo Alto Networks Inc

Technology
937
+ 47.61%
$167.82 - $208.28 $157K - $195K
2.91K $495K
GILD
Gilead Sciences, Inc.

Healthcare
485
+ 15.45%
$89.14 - $117.41 $43.2K - $56.9K
3.62K $406K
KO
Coca Cola CO

Consumer Defensive
245
+ 2.32%
$60.81 - $72.32 $14.9K - $17.7K
10.8K $774K
DHT
Dht Holdings, Inc.

Energy
10.6K
New
$9.33 - $11.85 $99.2K - $126K
10.6K $111K
HLIT
Harmonic Inc

Technology
11.6K
New
$9.42 - $13.55 $109K - $157K
11.6K $110K
DUK
Duke Energy Corp

Utilities
561
+ 26.64%
$105.87 - $121.97 $59.4K - $68.4K
2.67K $325K
TQQQ
Proshares Ultrapro Qqq

ETFs
7K
+ 50.0%
$57.3 - $90.39 $401K - $633K
21K $1.2M
AMZN
Amazon Com Inc

Consumer Cyclical
5.21K
+ 16.89%
$190.26 - $242.06 $991K - $1.26M
36.1K $6.86M
ADP
Automatic Data Processing Inc

Industrials
228
+ 13.24%
$286.85 - $318.64 $65.4K - $72.6K
1.95K $595K
AZO
Autozone Inc

Consumer Cyclical
9
+ 9.89%
$3193.96 - $3828.11 $28.7K - $34.5K
100 $381K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
15
+ 5.45%
$1187.71 - $1432.58 $17.8K - $21.5K
290 $415K
BSX
Boston Scientific Corp

Healthcare
549
+ 19.54%
$89.38 - $106.18 $49.1K - $58.3K
3.36K $338K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
72
+ 0.57%
$17.16 - $25.25 $1.24K - $1.82K
12.6K $301K
WFC
Wells Fargo & Company

Financial Services
669
+ 2.68%
$66.78 - $81.42 $44.7K - $54.5K
25.6K $1.84M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.88K
+ 15.26%
$51.45 - $58.51 $200K - $227K
29.3K $1.52M
NFLX
Netflix Inc

Communication Services
14
+ 0.92%
$828.4 - $1058.6 $11.6K - $14.8K
1.53K $1.42M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
652
+ 26.16%
$87.68 - $94.52 $57.2K - $61.6K
3.14K $294K
VO
Vanguard Mid Cap ETF

ETFs
1.13K
+ 2.83%
$251.87 - $277.95 $286K - $315K
41.2K $10.6M
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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