Drive Wealth Management, LLC Portfolio Holdings

Drive Wealth Management, LLC

  • $440 Million
  • Q2 2025

Drive Wealth Management, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $440 Million distributed in 346 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $28.8M, Vanguard Ftse Developed Market with a value of $20.8M, J P Morgan Exchg Traded Fd with a value of $14.9M, Apple Inc. with a value of $13.9M, and Vanguard Ftse Emerging Mkts Et with a value of $13.8M.

Examining the 13F form we can see an increase of $26.5M in the current position value, from $413M to 440M.

Drive Wealth Management, LLC is based out at Lehi, UT

Below you can find more details about Drive Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $440 Million
ETFs: $221 Million
Technology: $72.6 Million
Financial Services: $40.7 Million
Communication Services: $23 Million
Consumer Cyclical: $21.5 Million
Industrials: $15.2 Million
Healthcare: $14.6 Million
Consumer Defensive: $11.9 Million
Other: $15.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$13.9 Million 3.15% of portfolio
67,581
Q2 2025 Reduced 0.38%
$456B
$13.7 Million 3.11% of portfolio
86,524
Q2 2025 Reduced 8.63%
$3.95T
$13.4 Million 3.05% of portfolio
26,919
Q2 2025 Added 2.17%
$2.26T
$8.28 Million 1.88% of portfolio
37,741
Q2 2025 Added 4.64%
$1.78T
$6.92 Million 1.57% of portfolio
9,379
Q2 2025 Added 6.66%
$621B
$4.73 Million 1.08% of portfolio
9,745
Q2 2025 Reduced 42.45%
$1.21T
$4.67 Million 1.06% of portfolio
26,483
Q2 2025 Added 2.64%
$127B
$3.87 Million 0.88% of portfolio
14,045
Q2 2025 Reduced 3.58%
$1.08T
$3.87 Million 0.88% of portfolio
12,195
Q2 2025 Reduced 12.09%
$1.24T
$3.59 Million 0.82% of portfolio
20,261
Q2 2025 Added 1.3%
$442B
$3.56 Million 0.81% of portfolio
33,008
Q2 2025 Added 2.92%
$551B
$3.14 Million 0.71% of portfolio
8,845
Q2 2025 Added 1.65%
$281B
$2.74 Million 0.62% of portfolio
27,973
Q2 2025 Reduced 1.35%
$859B
$2.7 Million 0.61% of portfolio
9,309
Q2 2025 Added 1.92%
$0
$2.61 Million 0.59% of portfolio
442,646
Q2 2025 Added 9.88%
$0
$2.58 Million 0.59% of portfolio
136,010
Q2 2025 Added 10.7%
$218B
$2.28 Million 0.52% of portfolio
5,884
Q2 2025 Reduced 2.26%
$229B
$2.28 Million 0.52% of portfolio
16,797
Q2 2025 Added 1.89%
$439B
$2.25 Million 0.51% of portfolio
2,276
Q2 2025 Reduced 10.5%
$0
$2.2 Million 0.5% of portfolio
176,966
Q2 2025 Added 10.87%
$608B
$2.17 Million 0.49% of portfolio
2,778
Q2 2025 Added 12.42%
$545B
$2.14 Million 0.49% of portfolio
1,601
Q2 2025 Added 4.78%
$302B
$2.04 Million 0.47% of portfolio
25,516
Q2 2025 Reduced 0.49%
$0
$1.95 Million 0.44% of portfolio
146,193
Q2 2025 Added 14.94%
$93.6B
$1.86 Million 0.42% of portfolio
3,646
Q2 2025 Reduced 0.16%
$153B
$1.79 Million 0.41% of portfolio
3,515
Q2 2025 Added 1.65%
$222B
$1.58 Million 0.36% of portfolio
5,404
Q2 2025 Reduced 0.39%
$135B
$1.54 Million 0.35% of portfolio
6,678
Q2 2025 Reduced 7.58%
$684B
$1.52 Million 0.35% of portfolio
6,948
Q2 2025 Added 2.57%
$548B
$1.44 Million 0.33% of portfolio
2,561
Q2 2025 Reduced 0.85%
$405B
$1.41 Million 0.32% of portfolio
3,843
Q2 2025 Added 0.58%
$302B
$1.41 Million 0.32% of portfolio
9,845
Q2 2025 Reduced 11.54%
$232B
$1.39 Million 0.32% of portfolio
5,090
Q2 2025 Reduced 5.04%
$261B
$1.35 Million 0.31% of portfolio
7,407
Q2 2025 Added 69.03%
$203B
$1.3 Million 0.3% of portfolio
44,959
Q2 2025 Added 60.06%
$368B
$1.28 Million 0.29% of portfolio
8,037
Q2 2025 Added 3.14%
$351B
$1.19 Million 0.27% of portfolio
6,414
Q2 2025 Added 2.2%
$40.9B
$1.18 Million 0.27% of portfolio
15,560
Q2 2025 Reduced 2.45%
$1.27T
$1.18 Million 0.27% of portfolio
5,227
Q2 2025 Added 2.61%
$201B
$1.17 Million 0.27% of portfolio
1,487
Q2 2025 Added 4.87%
$16.6B
$1.13 Million 0.26% of portfolio
14,079
Q2 2025 Reduced 0.56%
$293B
$1.15 Million 0.26% of portfolio
16,605
Q2 2025 Added 2.7%
$141B
$1.12 Million 0.26% of portfolio
31,489
Q2 2025 Reduced 0.61%
$157B
$1.07 Million 0.24% of portfolio
2,772
Q2 2025 Reduced 7.07%
$641M
$1.05 Million 0.24% of portfolio
119,601
Q2 2025 Added 12.89%
$2.93B
$982,000 0.22% of portfolio
35,123
Q2 2025 Reduced 0.67%
$306B
$929,000 0.21% of portfolio
13,135
Q2 2025 Added 21.47%
$381B
$892,000 0.2% of portfolio
18,862
Q2 2025 Added 1.84%
$217B
$845,000 0.19% of portfolio
146
Q2 2025 Added 15.87%

Summary

  • Portfolio
  • No. of Stocks 346
  • Current Value $440 Million
  • Prior Value $413 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 54 stocks
  • Additional Purchases 172 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 117 stocks
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