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
$13.1B
$309,000 0.08% of portfolio
39,350
Q3 2024 Added 11.51%
$41.9B
$296,000 0.08% of portfolio
3,323
Q3 2024 Added 1.84%
$187B
$305,000 0.08% of portfolio
6,771
Q3 2024 Added 6.4%
$99B
$321,000 0.08% of portfolio
2,360
Q3 2024 Reduced 20.75%
$68.5B
$308,000 0.08% of portfolio
1,338
Q3 2024 Added 2.29%
$234B
$320,000 0.08% of portfolio
1,796
Q3 2024 Reduced 8.79%
$85.4B
$291,000 0.08% of portfolio
575
Q3 2024 Reduced 4.8%
$39.3B
$312,000 0.08% of portfolio
4,231
Q3 2024 Added 10.64%
$82B
$289,000 0.08% of portfolio
1,481
Q3 2024 Added 2.56%
$76.8B
$290,000 0.08% of portfolio
8,413
Q3 2024 Reduced 1.52%
$116B
$321,000 0.08% of portfolio
1,441
Q3 2024 Added 4.27%
$116B
$317,000 0.08% of portfolio
928
Q3 2024 Added 4.27%
$140B
$308,000 0.08% of portfolio
2,366
Q3 2024 Added 2.34%
$743M
$316,000 0.08% of portfolio
37,497
Q3 2024 New
$85.5B
$300,000 0.08% of portfolio
1,360
Q3 2024 Reduced 0.8%
$47B
$306,000 0.08% of portfolio
2,151
Q3 2024 Added 2.67%
$78.1B
$314,000 0.08% of portfolio
273
Q3 2024 Added 1.11%
$75.4B
$289,000 0.08% of portfolio
548
Q3 2024 Added 3.2%
$0
$257,000 0.07% of portfolio
2,647
Q3 2024 Reduced 0.97%
$0
$278,000 0.07% of portfolio
6,226
Q3 2024 New
$78.1B
$248,000 0.07% of portfolio
2,022
Q3 2024 Reduced 10.49%
$102B
$265,000 0.07% of portfolio
21,023
Q3 2024 Added 0.89%
$60B
$258,000 0.07% of portfolio
319
Q3 2024 Added 0.63%
$148B
$260,000 0.07% of portfolio
720
Q3 2024 Added 10.26%
$19.6B
$284,000 0.07% of portfolio
1,652
Q3 2024 Reduced 4.89%
$58.5B
$270,000 0.07% of portfolio
3,693
Q3 2024 Reduced 0.78%
$22.8B
$274,000 0.07% of portfolio
1,426
Q3 2024 Added 0.78%
$24.4B
$249,000 0.07% of portfolio
2,850
Q3 2024 New
$40.7B
$276,000 0.07% of portfolio
2,799
Q3 2024 Reduced 3.05%
$13.5B
$279,000 0.07% of portfolio
1,222
Q3 2024 Added 0.25%
$177B
$249,000 0.07% of portfolio
1,280
Q3 2024 Added 15.94%
$39.2B
$272,000 0.07% of portfolio
2,315
Q3 2024 Added 1.14%
$60.2B
$270,000 0.07% of portfolio
86
Q3 2024 Reduced 1.15%
$43B
$281,000 0.07% of portfolio
14,245
Q3 2024 Added 0.1%
$80.6B
$252,000 0.07% of portfolio
2,432
Q3 2024 Added 9.5%
$0
$248,000 0.07% of portfolio
4,386
Q1 2024 Reduced 1.06%
$44.7B
$267,000 0.07% of portfolio
4,558
Q3 2024 Added 0.18%
$0
$282,000 0.07% of portfolio
2,246
Q3 2024 Added 1.58%
$73.7B
$265,000 0.07% of portfolio
1,772
Q3 2024 Added 1.43%
$26.8B
$250,000 0.07% of portfolio
2,398
Q2 2024 Added 3.01%
$89.9B
$264,000 0.07% of portfolio
1,649
Q3 2024 Added 2.17%
$0
$270,000 0.07% of portfolio
7,673
Q2 2024 New
$9.05B
$282,000 0.07% of portfolio
5,974
Q3 2024 Added 0.39%
$92.6B
$267,000 0.07% of portfolio
11,993
Q3 2024 Added 0.1%
$84.2B
$254,000 0.07% of portfolio
938
Q3 2024 Reduced 2.09%
$0
$258,000 0.07% of portfolio
4,281
Q3 2024 Added 0.12%
$15.1B
$266,000 0.07% of portfolio
5,086
Q3 2024 Reduced 3.82%
$38.3B
$217,000 0.06% of portfolio
871
Q3 2024 Reduced 3.11%
$60.2B
$210,000 0.06% of portfolio
876
Q3 2024 Reduced 8.08%

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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