Drive Wealth Management, LLC Portfolio Holdings
Drive Wealth Management, LLC
- $388 Million
- Q4 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 342
- Current Value $388 Million
- Prior Value $380 Million
- Filing
- Period Q4 2024
- Filing Date January 21, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 66 stocks
- Additional Purchases 165 stocks
- Sold out of 0 stocks
- Reduced holdings in 105 stocks