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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
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.