Drive Wealth Management, LLC Reduced Holdings in Q2 2025

Drive Wealth Management, LLC

  • $440 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
-21
- 95.45%
$725400.0 - $809350.0 $15.2M - $17M
1 $728K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7.19K
- 42.45%
$483.48 - $539.8 $3.48M - $3.88M
9.75K $4.73M
UNH
Unitedhealth Group Inc

Healthcare
-1.95K
- 48.39%
$274.35 - $599.47 $536K - $1.17M
2.08K $649K
AAPL
Apple Inc.

Technology
-257
- 0.38%
$172.42 - $223.89 $44.3K - $57.5K
67.6K $13.9M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-12.2K
- 7.17%
$49.98 - $50.26 $610K - $613K
158K $7.92M
SHV
Ishares Tr

ETFs
-5.09K
- 6.58%
$110.06 - $110.46 $560K - $562K
72.2K $7.97M
CVX
Chevron Corp

Energy
-1.28K
- 11.54%
$133.73 - $168.51 $172K - $216K
9.85K $1.41M
JNJ
Johnson & Johnson

Healthcare
-1.72K
- 36.6%
$146.36 - $159.82 $252K - $275K
2.98K $455K
AVUV
American Centy ETF Tr Avantis

ETFs
-3.81K
- 62.99%
$75.17 - $91.21 $286K - $348K
2.24K $203K
BMY
Bristol Myers Squibb CO

Healthcare
-2.7K
- 30.46%
$44.12 - $59.6 $119K - $161K
6.16K $285K
ACN
Accenture PLC

Technology
-401
- 4.86%
$279.23 - $323.21 $112K - $130K
7.85K $2.34M
UNP
Union Pacific Corp

Industrials
-548
- 7.58%
$208.27 - $238.46 $114K - $131K
6.68K $1.54M
COST
Costco Wholesale Corp

Consumer Defensive
-267
- 10.5%
$908.13 - $1056.85 $242K - $282K
2.28K $2.25M
MCD
Mcdonalds Corp

Consumer Cyclical
-21
- 0.39%
$285.55 - $321.23 $6K - $6.75K
5.4K $1.58M
DIS
Walt Disney CO

Communication Services
-2.1K
- 36.26%
$81.72 - $124.01 $172K - $261K
3.7K $458K
SBUX
Starbucks Corp

Consumer Cyclical
-901
- 20.13%
$79.69 - $99.41 $71.8K - $89.6K
3.58K $327K
VLO
Valero Energy Corp

Energy
-878
- 36.72%
$104.69 - $141.77 $91.9K - $124K
1.51K $203K
COP
Conocophillips

Energy
-294
- 6.12%
$82.66 - $106.1 $24.3K - $31.2K
4.51K $404K
ITW
Illinois Tool Works Inc

Industrials
-388
- 27.89%
$218.41 - $252.43 $84.7K - $97.9K
1K $247K
AMGN
Amgen Inc

Healthcare
-224
- 22.79%
$262.28 - $309.85 $58.8K - $69.4K
759 $211K
NVO
Novo Nordisk A S

Healthcare
-1.35K
- 25.89%
$58.08 - $81.05 $78.3K - $109K
3.86K $266K
DFIP
Dimensional ETF Tr Inflation P

ETFs
-2.1K
- 24.87%
$41.11 - $42.42 $86.4K - $89.2K
6.35K $265K
TXN
Texas Instruments Inc

Technology
-460
- 26.93%
N/A
1.25K $242K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-2.1K
- 24.7%
$41.1 - $42.37 $86.1K - $88.8K
6.39K $269K
ADBE
Adobe Inc.

Technology
-211
- 7.07%
$340.0 - $420.68 $71.7K - $88.8K
2.77K $1.07M
DFAE
Dimensional ETF Tr

ETFs
-3.68K
- 31.86%
$22.87 - $28.95 $84.2K - $107K
7.87K $227K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-2.99K
- 1.8%
N/A
163K $3.87M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-3K
- 1.87%
$25.04 - $25.18 $75K - $75.5K
158K $3.97M
HON
Honeywell International Inc

Industrials
-499
- 19.01%
$182.86 - $232.88 $91.2K - $116K
2.13K $495K
AJG
Arthur J. Gallagher & Co.

Financial Services
-25
- 1.3%
$310.86 - $348.77 $7.77K - $8.72K
1.89K $605K
IHDG
Wisdomtree Tr

ETFs
-2.2K
- 8.28%
$38.54 - $46.0 $84.7K - $101K
24.4K $1.1M
LOW
Lowes Companies Inc

Consumer Cyclical
-147
- 7.8%
$210.83 - $235.28 $31K - $34.6K
1.74K $385K
CPRT
Copart Inc

Consumer Cyclical
-343
- 7.09%
$47.72 - $63.84 $16.4K - $21.9K
4.5K $220K
FCX
Freeport Mcmoran Inc

Basic Materials
-2.23K
- 27.86%
$29.15 - $44.46 $65.1K - $99.3K
5.78K $250K
CRM
Salesforce, Inc.

Technology
-270
- 5.04%
$236.26 - $291.15 $63.8K - $78.6K
5.09K $1.39M
OKE
Oneok Inc

Energy
-31
- 1.14%
$78.71 - $100.37 $2.44K - $3.11K
2.69K $219K
CMCSA
Comcast Corp

Communication Services
-192
- 0.61%
$32.84 - $36.72 $6.31K - $7.05K
31.5K $1.12M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-1.92K
- 1.75%
$23.29 - $23.38 $44.8K - $45K
108K $2.51M
APD
Air Products & Chemicals, Inc.

Basic Materials
-119
- 13.49%
$248.61 - $294.96 $29.6K - $35.1K
763 $215K
FISV
Fiserv Inc

Technology
-347
- 6.13%
N/A
5.31K $664K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-117
- 0.45%
$24.32 - $27.87 $2.85K - $3.26K
25.9K $685K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-1.78K
- 2.12%
$23.96 - $24.27 $42.6K - $43.2K
82.2K $1.99M
CHD
Church & Dwight CO Inc

Consumer Defensive
-31
- 1.34%
$91.57 - $110.76 $2.84K - $3.43K
2.28K $218K
SYK
Stryker Corp

Healthcare
-139
- 15.03%
$337.37 - $395.63 $46.9K - $55K
786 $310K
NTSE
Wisdomtree Tr Emerging Mkts Ef

ETFs
-2.98K
- 14.57%
$26.33 - $33.39 $78.5K - $99.6K
17.5K $580K
TM
Toyota Motor Corp

Consumer Cyclical
-137
- 7.9%
$158.63 - $195.39 $21.7K - $26.8K
1.6K $275K
ADI
Analog Devices Inc

Technology
-327
- 24.46%
$164.6 - $238.02 $53.8K - $77.8K
1.01K $240K
AZO
Autozone Inc

Consumer Cyclical
-5
- 5.0%
$3478.38 - $3880.15 $17.4K - $19.4K
95 $352K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-1.16K
- 1.43%
$22.81 - $22.97 $26.3K - $26.5K
79.5K $1.82M
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
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