Drive Wealth Management, LLC Portfolio Holdings
Drive Wealth Management, LLC
- $353 Million
- Q1 2024
Drive Wealth Management, LLC has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $353 Million distributed in 317 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 $28.2M, Berkshire Hathaway Inc with a value of $20.9M, Vanguard Ftse Developed Market with a value of $17.7M, Vanguard Ftse Emerging Mkts Et with a value of $10.5M, and Apple Inc. with a value of $10.3M.
Examining the 13F form we can see an increase of $46.3M in the current position value, from $307M to 353M.
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 Under $50 Millions
Summary
- Portfolio
- No. of Stocks 317
- Current Value $353 Million
- Prior Value $307 Million
- Filing
- Period Q1 2024
- Filing Date April 22, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 38 stocks
- Additional Purchases 122 stocks
- Sold out of 0 stocks
- Reduced holdings in 140 stocks