Drive Wealth Management, LLC Portfolio Holdings

Drive Wealth Management, LLC

  • $380 Million
  • Q3 2024

Drive Wealth Management, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $380 Million distributed in 571 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 $33.9M, Berkshire Hathaway Inc with a value of $22.8M, Vanguard Ftse Developed Market with a value of $20.2M, Apple Inc. with a value of $14.8M, and Vanguard Ftse Emerging Mkts Et with a value of $13.5M.

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 $380 Million
ETFs: $171 Million
Technology: $64.1 Million
Financial Services: $59.6 Million
Consumer Cyclical: $16.7 Million
Healthcare: $16.5 Million
Communication Services: $14.1 Million
Energy: $11.6 Million
Industrials: $10.9 Million
Other: $15.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$417B
$22.8 Million 6.0% of portfolio
33
Q4 2023 Added 3.13%
$3.65T
$14.8 Million 3.9% of portfolio
63,498
Q3 2024 Added 1.09%
$3.15T
$10.7 Million 2.81% of portfolio
24,777
Q3 2024 Added 1.3%
$368B
$9.19 Million 2.42% of portfolio
75,667
Q3 2024 Added 2.27%
$603B
$7.42 Million 1.96% of portfolio
16,125
Q3 2024 Reduced 21.2%
$2.12T
$5.53 Million 1.46% of portfolio
29,688
Q3 2024 Added 3.74%
$4.71B
$4.07 Million 1.07% of portfolio
128,956
Q3 2024 Reduced 4.35%
$1.07T
$3.98 Million 1.05% of portfolio
23,968
Q3 2024 Added 4.89%
$1.33T
$3.85 Million 1.01% of portfolio
6,717
Q3 2024 Reduced 2.79%
$505B
$3.13 Million 0.82% of portfolio
26,702
Q3 2024 Reduced 2.03%
$1.09T
$3.03 Million 0.8% of portfolio
18,095
Q3 2024 Reduced 1.15%
$224B
$2.95 Million 0.78% of portfolio
8,346
Q3 2024 Added 0.3%
$1.01T
$2.2 Million 0.58% of portfolio
8,389
Q3 2024 Added 13.07%
$695B
$2.04 Million 0.54% of portfolio
9,685
Q3 2024 Reduced 1.88%
$790B
$2.05 Million 0.54% of portfolio
2,310
Q3 2024 Added 3.03%
$74.4B
$2.02 Million 0.53% of portfolio
11,698
Q3 2024 Added 922.55%
$0
$1.71 Million 0.45% of portfolio
84,485
Q3 2024 New
$576B
$1.71 Million 0.45% of portfolio
2,933
Q3 2024 Reduced 28.24%
$0
$1.64 Million 0.43% of portfolio
247,980
Q3 2024 New
$142B
$1.63 Million 0.43% of portfolio
15,455
Q3 2024 Added 3.17%
$39.5B
$1.63 Million 0.43% of portfolio
24,252
Q3 2024 Reduced 8.02%
$406B
$1.63 Million 0.43% of portfolio
10,081
Q3 2024 Added 1.69%
$0
$1.61 Million 0.42% of portfolio
81,416
Q3 2024 Reduced 62.96%
$416B
$1.56 Million 0.41% of portfolio
3,857
Q3 2024 Added 1.05%
$266B
$1.36 Million 0.36% of portfolio
24,149
Q3 2024 Added 6.07%
$0
$1.35 Million 0.36% of portfolio
105,681
Q3 2024 New
$397B
$1.38 Million 0.36% of portfolio
7,969
Q3 2024 Added 1.65%
$230B
$1.33 Million 0.35% of portfolio
16,491
Q3 2024 Added 0.9%
$216B
$1.3 Million 0.34% of portfolio
2,109
Q3 2024 Reduced 0.66%
$501B
$1.25 Million 0.33% of portfolio
2,531
Q3 2024 Reduced 1.48%
$503B
$1.23 Million 0.32% of portfolio
4,488
Q3 2024 Reduced 0.66%
$510B
$1.17 Million 0.31% of portfolio
6,891
Q3 2024 Added 4.17%
$418B
$1.13 Million 0.3% of portfolio
1,271
Q3 2024 Added 3.0%
$192B
$1.14 Million 0.3% of portfolio
6,712
Q3 2024 Added 53.98%
$0
$1.15 Million 0.3% of portfolio
83,605
Q3 2024 New
$242B
$1.11 Million 0.29% of portfolio
9,344
Q3 2024 Reduced 1.0%
$353B
$1.11 Million 0.29% of portfolio
5,620
Q3 2024 Added 1.94%
$208B
$1.11 Million 0.29% of portfolio
2,829
Q3 2024 Added 0.86%
$354B
$1.07 Million 0.28% of portfolio
1,503
Q3 2024 Reduced 1.64%
$112B
$1.01 Million 0.27% of portfolio
10,385
Q3 2024 Reduced 0.18%
$148B
$1.02 Million 0.27% of portfolio
4,937
Q3 2024 Added 0.65%
$307B
$974,000 0.26% of portfolio
6,619
Q3 2024 Reduced 10.94%
$95.6B
$934,000 0.25% of portfolio
10,577
Q3 2024 Reduced 16.81%
$60.8B
$916,000 0.24% of portfolio
6,976
Q3 2024 Added 76.83%
$238B
$913,000 0.24% of portfolio
17,167
Q3 2024 Reduced 1.99%
$822M
$880,000 0.23% of portfolio
71,286
Q3 2024 New
$261B
$857,000 0.23% of portfolio
7,548
Q3 2024 Reduced 19.5%
$58.9B
$871,000 0.23% of portfolio
448
Q3 2024 Added 0.22%
$52.7B
$782,000 0.21% of portfolio
5,793
Q3 2024 Reduced 1.48%

Summary

  • Portfolio
  • No. of Stocks 571
  • Current Value $380 Million
  • Prior Value $380 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR/A
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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