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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.5B
$416,000 0.11% of portfolio
3,355
Q3 2024 Added 11.87%
$62.3B
$412,000 0.11% of portfolio
1,760
Q3 2024 Reduced 0.62%
$3.47B
$399,000 0.11% of portfolio
7,161
Q3 2024 New
$146B
$420,000 0.11% of portfolio
3,580
Q3 2024 Added 2.31%
$61.2B
$430,000 0.11% of portfolio
917
Q3 2024 Added 0.88%
$93.7B
$403,000 0.11% of portfolio
1,942
Q3 2024 Reduced 3.0%
$90.3B
$409,000 0.11% of portfolio
648
Q3 2024 Added 3.35%
$150B
$417,000 0.11% of portfolio
1,260
Q3 2024 Added 0.08%
$91.7B
$427,000 0.11% of portfolio
552
Q3 2024 Added 0.36%
$165B
$414,000 0.11% of portfolio
18,820
Q3 2024 Added 0.35%
$39B
$368,000 0.1% of portfolio
11,097
Q3 2024 Reduced 9.02%
$79.3B
$367,000 0.1% of portfolio
782
Q3 2024 Added 2.49%
$89.4B
$375,000 0.1% of portfolio
423
Q3 2024 Added 1.2%
$22.9B
$377,000 0.1% of portfolio
1,832
Q3 2024 Added 308.93%
$1.66B
$370,000 0.1% of portfolio
95,720
Q3 2024 New
$83.4B
$363,000 0.1% of portfolio
809
Q3 2024 Added 3.98%
$102B
$376,000 0.1% of portfolio
5,959
Q3 2024 Added 13.61%
$0
$398,000 0.1% of portfolio
3,174
Q3 2024 Added 24.37%
$142B
$377,000 0.1% of portfolio
5,017
Q3 2024 Added 3.85%
$228B
$387,000 0.1% of portfolio
1,429
Q3 2024 Added 4.0%
$11.6B
$394,000 0.1% of portfolio
10,309
Q3 2024 Added 2.5%
$0
$381,000 0.1% of portfolio
650
Q2 2024 Added 2.52%
$0
$391,000 0.1% of portfolio
14,278
Q3 2024 Reduced 31.08%
$97B
$361,000 0.1% of portfolio
4,012
Q3 2024 Added 2.69%
$80.4B
$360,000 0.09% of portfolio
343
Q3 2024 Added 3.31%
$2.17B
$337,000 0.09% of portfolio
35,500
Q3 2024 Added 184.0%
$0
$353,000 0.09% of portfolio
6,966
Q3 2024 Reduced 36.04%
$100B
$334,000 0.09% of portfolio
4,283
Q3 2024 Added 2.56%
$152B
$353,000 0.09% of portfolio
5,446
Q3 2024 Reduced 5.57%
$273B
$348,000 0.09% of portfolio
418
Q3 2024 Reduced 6.49%
$147B
$347,000 0.09% of portfolio
12,006
Q3 2024 Reduced 41.71%
$0
$326,000 0.09% of portfolio
4,115
Q3 2024 Reduced 59.24%
$25.2B
$330,000 0.09% of portfolio
1,663
Q3 2024 Added 0.36%
$0
$354,000 0.09% of portfolio
4,046
Q3 2024 Reduced 60.06%
$106B
$323,000 0.09% of portfolio
10,837
Q3 2024 Added 1.96%
$120B
$356,000 0.09% of portfolio
1,238
Q3 2024 Added 4.65%
$70.4B
$349,000 0.09% of portfolio
4,243
Q3 2024 Added 0.62%
$210B
$331,000 0.09% of portfolio
4,251
Q3 2024 Added 0.45%
$103B
$345,000 0.09% of portfolio
11,164
Q3 2024 Added 0.58%
$175B
$349,000 0.09% of portfolio
2,799
Q3 2024 Added 3.4%
$47.9B
$346,000 0.09% of portfolio
4,857
Q3 2024 Added 5.82%
$204B
$338,000 0.09% of portfolio
1,532
Q3 2024 New
$0
$302,000 0.08% of portfolio
1,342
Q4 2023 Reduced 0.3%
$0
$286,000 0.08% of portfolio
3,388
Q3 2024 New
$112B
$307,000 0.08% of portfolio
1,337
Q3 2024 Added 1.29%
$141B
$290,000 0.08% of portfolio
696
Q3 2024 Reduced 62.4%
$36.4B
$305,000 0.08% of portfolio
2,496
Q3 2024 Reduced 4.22%
$87.8B
$322,000 0.08% of portfolio
7,940
Q3 2024 Added 2.78%
$258M
$285,000 0.08% of portfolio
43,665
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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