Drive Wealth Management, LLC Purchases in Q2 2025

Drive Wealth Management, LLC

  • $440 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Tortoise Capital Series Trus
19.3K
New
N/A
19.3K $0
Fidelity Covington Trust
43
+ 0.65%
N/A
6.62K $0
Primo Brands Corporation
58
+ 0.75%
N/A
7.79K $0
Kenvue Inc
1.48K
+ 2.74%
N/A
55.2K $0
Blackrock Inc
3
+ 0.16%
N/A
1.84K $0
Ferguson Enterprises Inc
930
New
N/A
930 $0
Simplify Exchange Traded Fun
10.7K
New
N/A
10.7K $0
PFHC
Pro Frac Holding Corp.

Energy
14.3K
New
N/A
14.3K $0
JGRO
J P Morgan Exchange Traded Fd
5.11K
+ 93.9%
N/A
10.5K $0
Fortuna Mng Corp
14.6K
New
N/A
14.6K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
1.15K
+ 2.04%
N/A
57.3K $0
Grayscale Bitcoin Mini Tr Et
882
+ 3.82%
N/A
24K $0
Lam Research Corp
829
+ 28.39%
N/A
3.75K $0
VZ
Verizon Communications Inc

Communication Services
422
+ 4.06%
$41.67 - $45.62 $17.6K - $19.3K
10.8K $467K
AZN
Astrazeneca PLC

Healthcare
44
+ 1.36%
$64.87 - $75.0 $2.85K - $3.3K
3.27K $228K
MSI
Motorola Solutions, Inc.

Technology
3
+ 0.37%
$394.72 - $440.39 $1.18K - $1.32K
815 $342K
KMB
Kimberly Clark Corp

Consumer Defensive
95
+ 4.58%
$126.84 - $145.22 $12K - $13.8K
2.17K $279K
GBCI
Glacier Bancorp, Inc.

Financial Services
13
+ 0.09%
$37.85 - $44.51 $492 - $579
15.1K $651K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
34
+ 2.29%
$212.1 - $244.27 $7.21K - $8.31K
1.52K $332K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3.95K
+ 1361.03%
$87.84 - $1441.89 $347K - $5.69M
4.24K $381K
MRK
Merck & Co., Inc.

Healthcare
67
+ 1.66%
$73.47 - $87.12 $4.92K - $5.84K
4.1K $324K
PG
Procter & Gamble CO

Consumer Defensive
245
+ 3.14%
$157.66 - $172.39 $38.6K - $42.2K
8.04K $1.28M
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
13.7K
+ 12.89%
$8.6 - $10.66 $117K - $146K
120K $1.05M
ABBV
Abb Vie Inc.

Healthcare
138
+ 2.2%
$170.16 - $206.27 $23.5K - $28.5K
6.41K $1.19M
XOM
Exxon Mobil Corp

Energy
936
+ 2.92%
$99.93 - $119.04 $93.5K - $111K
33K $3.56M
Activity Summary
Buys All Purchases 226 New Holdings 54 Increased Positions 172 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Drive Wealth Management, LLC Portfolio

Follow Drive Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Drive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Drive Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email