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 Market Cap. of $200 Billions or more
