Drive Wealth Management, LLC Portfolio Holdings

Drive Wealth Management, LLC

  • $380 Million
  • Q3 2024

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$800M
$880,000 0.23% of portfolio
71,286
Q3 2024 New
$1.37B
$471,000 0.12% of portfolio
8,555
Q3 2024 New
$1.61B
$370,000 0.1% of portfolio
95,720
Q3 2024 New
$1.91B
$337,000 0.09% of portfolio
35,500
Q3 2024 Added 184.0%
$555M
$316,000 0.08% of portfolio
37,497
Q3 2024 New
$1.61B
$130,000 0.03% of portfolio
10,393
Q3 2024 Reduced 0.12%
$339M
$118,000 0.03% of portfolio
32,168
Q3 2024 New
$1.25B
$74,000 0.02% of portfolio
13,097
Q3 2024 New

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
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