Drive Wealth Management, LLC Sells in Q1 2025

Drive Wealth Management, LLC

  • $413 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SNPS
Synopsys Inc

Technology
-61
- 10.82%
$428.58 - $551.54 $26.1K - $33.6K
503 $215K
AMP
Ameriprise Financial Inc

Financial Services
-25
- 2.73%
$472.29 - $575.13 $11.8K - $14.4K
891 $431K
ISRG
Intuitive Surgical Inc

Healthcare
-34
- 2.64%
$476.63 - $610.45 $16.2K - $20.8K
1.25K $620K
AXP
American Express CO

Financial Services
-35
- 2.34%
$255.39 - $325.87 $8.94K - $11.4K
1.46K $392K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-1.6K
- 16.0%
$24.88 - $26.85 $39.8K - $43K
8.4K $212K
LOW
Lowes Companies Inc

Consumer Cyclical
-92
- 4.66%
$222.66 - $268.42 $20.5K - $24.7K
1.88K $439K
NEE
Nextera Energy Inc

Utilities
-587
- 9.74%
$66.96 - $76.16 $39.3K - $44.7K
5.44K $385K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-190
- 4.45%
$77.91 - $92.26 $14.8K - $17.5K
4.08K $324K
APH
Amphenol Corp

Technology
-231
- 3.03%
$61.62 - $78.55 $14.2K - $18.1K
7.39K $484K
RJF
Raymond James Financial Inc

Financial Services
-29
- 1.17%
$137.62 - $172.64 $3.99K - $5.01K
2.45K $340K
CL
Colgate Palmolive CO

Consumer Defensive
-495
- 16.42%
$85.68 - $97.5 $42.4K - $48.3K
2.52K $236K
GS
Goldman Sachs Group Inc

Financial Services
-23
- 2.5%
$524.81 - $672.19 $12.1K - $15.5K
898 $490K
NVR
Nvr Inc

Consumer Cyclical
-1
- 3.13%
$7062.02 - $8382.63 $7.06K - $8.38K
31 $224K
RY
Royal Bank Of Canada

Financial Services
-119
- 4.08%
$108.81 - $123.4 $12.9K - $14.7K
2.8K $315K
PCAR
Paccar Inc

Industrials
-169
- 5.98%
$96.91 - $112.51 $16.4K - $19K
2.66K $258K
PH
Parker Hannifin Corp

Industrials
-28
- 4.29%
$591.65 - $707.05 $16.6K - $19.8K
624 $379K
GM
General Motors CO

Consumer Cyclical
-120
- 2.71%
$45.22 - $54.92 $5.43K - $6.59K
4.31K $202K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-253
- 6.24%
$75.47 - $84.24 $19.1K - $21.3K
3.8K $292K
DNL
Wiswisdomtree Tr

ETFs
-781
- 5.45%
$35.56 - $38.21 $27.8K - $29.8K
13.5K $482K
PID
Invesco Exchange Traded Fd Tr

ETFs
-1.72K
- 5.74%
N/A
28.2K $503K
EOG
Eog Resources Inc

Energy
-333
- 15.91%
$120.54 - $138.05 $40.1K - $46K
1.76K $225K
ITW
Illinois Tool Works Inc

Industrials
-86
- 5.82%
$244.9 - $274.48 $21.1K - $23.6K
1.39K $344K
ZION
Zions Bancorporation, National Association

Financial Services
-38
- 0.63%
$47.0 - $59.03 $1.79K - $2.24K
5.98K $298K
MSI
Motorola Solutions, Inc.

Technology
-16
- 1.93%
$411.73 - $482.1 $6.59K - $7.71K
812 $355K
NXL
Nexalin Technology, Inc.

Healthcare
-5K
- 25.0%
$1.91 - $3.72 $9.55K - $18.6K
15K $29K
DD
Du Pont De Nemours, Inc.

Basic Materials
-268
- 8.13%
$72.7 - $84.32 $19.5K - $22.6K
3.03K $226K
ASX
Ase Technology Holding Co., Ltd.

Technology
-370
- 2.35%
$8.76 - $11.36 $3.24K - $4.2K
15.4K $134K
DGRO
Ishares Core Dividend Growth E

ETFs
-586
- 1.98%
$60.46 - $64.42 $35.4K - $37.8K
29K $1.79M
ADI
Analog Devices Inc

Technology
-44
- 3.19%
$201.56 - $243.82 $8.87K - $10.7K
1.34K $269K
UL
Unilever PLC

Consumer Defensive
-652
- 11.74%
$54.72 - $60.29 $35.7K - $39.3K
4.9K $291K
HLN
Haleon PLC

Healthcare
-3.36K
- 19.51%
$9.02 - $10.67 $30.3K - $35.8K
13.8K $142K
WIT
Wipro LTD

Technology
-891
- 2.34%
$3.0 - $3.77 $2.67K - $3.36K
37.2K $113K
KMB
Kimberly Clark Corp

Consumer Defensive
-320
- 13.36%
$124.46 - $147.4 $39.8K - $47.2K
2.08K $295K
GD
General Dynamics Corp

Industrials
-116
- 7.73%
$241.94 - $272.58 $28.1K - $31.6K
1.39K $377K
DFIP
Dimensional ETF Tr Inflation P

ETFs
-772
- 8.37%
$40.27 - $42.11 $31.1K - $32.5K
8.45K $355K
MET
Metlife Inc

Financial Services
-105
- 2.47%
$77.7 - $87.0 $8.16K - $9.14K
4.15K $333K
CPRT
Copart Inc

Consumer Cyclical
-171
- 3.41%
$52.3 - $59.83 $8.94K - $10.2K
4.84K $273K
NTSE
Wisdomtree Tr Emerging Mkts Ef

ETFs
-1.29K
- 5.94%
$27.84 - $31.03 $36K - $40.1K
20.5K $614K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-24
- 3.63%
$308.87 - $383.33 $7.41K - $9.2K
638 $208K
OKE
Oneok Inc

Energy
-27
- 0.98%
$89.57 - $109.85 $2.42K - $2.97K
2.72K $269K
TJX
Tjx Companies Inc

Consumer Cyclical
-84
- 2.26%
$112.81 - $126.16 $9.48K - $10.6K
3.63K $442K
UBS
Ubs Group Ag

Financial Services
-271
- 2.46%
$30.28 - $35.78 $8.21K - $9.7K
10.8K $329K
PEP
Pepsico Inc

Consumer Defensive
-4
- 0.25%
$142.64 - $156.42 $571 - $626
1.62K $242K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-384
- 2.99%
$22.35 - $24.52 $8.58K - $9.42K
12.5K $295K
DIHP
Dimensional ETF Tr Dimensional

ETFs
-3.63K
- 6.52%
$25.1 - $27.85 $91K - $101K
52K $1.4M
UHS
Universal Health Services Inc

Healthcare
-69
- 5.67%
$163.99 - $193.27 $11.3K - $13.3K
1.15K $215K
CBRE
Cbre Group, Inc.

Real Estate
-9
- 0.52%
$121.79 - $147.13 $1.1K - $1.32K
1.72K $225K
FTNT
Fortinet, Inc.

Technology
-53
- 2.26%
$92.49 - $114.57 $4.9K - $6.07K
2.3K $220K
CHD
Church & Dwight CO Inc

Consumer Defensive
-120
- 4.94%
$101.42 - $113.2 $12.2K - $13.6K
2.31K $253K
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
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