Drive Wealth Management, LLC Incresed Positions in Q1 2025

Drive Wealth Management, LLC

  • $413 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BBUS
J P Morgan Exchg Traded Fd

ETFs
32.2K
+ 40.05%
$99.5 - $110.97 $3.2M - $3.57M
113K $11.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
631
+ 3.87%
$442.66 - $534.52 $279K - $337K
16.9K $9.02M
VEA
Vanguard Ftse Developed Market

ETFs
8.58K
+ 2.48%
$47.4 - $52.99 $407K - $455K
355K $18M
V
Visa Inc.

Financial Services
3.62K
+ 71.21%
$306.92 - $362.71 $1.11M - $1.31M
8.7K $3.05M
ABT
Abbott Laboratories

Healthcare
9.91K
+ 150.84%
$111.1 - $140.22 $1.1M - $1.39M
16.5K $2.19M
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
COST
Costco Wholesale Corp

Consumer Defensive
1.21K
+ 91.2%
$890.62 - $1076.86 $1.08M - $1.31M
2.54K $2.41M
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
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
XOM
Exxon Mobil Corp

Energy
3.56K
+ 12.48%
$105.44 - $118.93 $375K - $423K
32.1K $3.81M
SHV
Ishares Tr

ETFs
5.95K
+ 8.35%
$110.11 - $110.51 $656K - $658K
77.3K $8.54M
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
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
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
ADBE
Adobe Inc.

Technology
1.45K
+ 95.09%
$377.84 - $464.11 $549K - $675K
2.98K $1.14M
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
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
27.2K
+ 27.16%
$13.1 - $13.52 $356K - $367K
127K $1.67M
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
21.2K
+ 25.05%
$9.92 - $11.41 $211K - $242K
106K $1.14M
T
At&T Inc.

Communication Services
4.67K
+ 19.96%
$21.56 - $28.28 $101K - $132K
28.1K $794K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.07K
+ 17.23%
$56.17 - $59.71 $229K - $243K
27.7K $1.58M
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
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
KO
Coca Cola CO

Consumer Defensive
245
+ 2.32%
$60.81 - $72.32 $14.9K - $17.7K
10.8K $774K
GILD
Gilead Sciences, Inc.

Healthcare
485
+ 15.45%
$89.14 - $117.41 $43.2K - $56.9K
3.62K $406K
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
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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