Drive Wealth Management, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $388 Million distributed in 342 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 $29.9M, Berkshire Hathaway Inc with a value of $22.5M, Apple Inc. with a value of $16.6M, Vanguard Ftse Developed Market with a value of $16.6M, and Vanguard Ftse Emerging Mkts Et with a value of $12M.
Examining the 13F form we can see an increase of $8.41M in the current position value, from $380M to 388M.
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
$388 Million
ETFs: $173 Million
Technology: $65.5 Million
Financial Services: $60.6 Million
Consumer Cyclical: $19.2 Million
Communication Services: $16.2 Million
Healthcare: $14 Million
Industrials: $12 Million
Energy: $11.9 Million
Other: $14.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
