Drive Wealth Management, LLC Purchases in Q4 2024

Drive Wealth Management, LLC

  • $388 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DXJ
Wisdomtree Trust Japan Hedged

ETFs
1.99K
New
$105.85 - $112.84 $211K - $225K
1.99K $219K
SHOP
Shopify Inc.

Technology
2.06K
New
$78.14 - $119.49 $161K - $246K
2.06K $218K
LPLA
Lpl Financial Holdings Inc.

Financial Services
662
New
$229.85 - $335.91 $152K - $222K
662 $216K
WTFC
Wintrust Financial Corp

Financial Services
1.72K
New
$104.15 - $138.5 $179K - $238K
1.72K $214K
SPYG
Spdr Portfolio

ETFs
1.78K
+ 16.87%
$81.74 - $91.38 $145K - $162K
12.3K $1.08M
OGN
Organon & Co.

Healthcare
14K
New
$14.44 - $18.83 $202K - $263K
14K $208K
NXST
Nexstar Media Group, Inc.

Communication Services
1.32K
New
$157.01 - $188.5 $207K - $249K
1.32K $208K
WMB
Williams Companies, Inc.

Energy
3.82K
New
$46.37 - $59.74 $177K - $228K
3.82K $206K
CRWD
Crowd Strike Holdings, Inc.

Technology
601
New
$275.15 - $388.2 $165K - $233K
601 $205K
BDX
Becton Dickinson & CO

Healthcare
886
New
$220.02 - $243.75 $195K - $216K
886 $201K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
59.9K
+ 24.17%
$5.83 - $6.64 $349K - $398K
308K $1.84M
WMT
Walmart Inc.

Consumer Defensive
368
+ 2.23%
$79.1 - $95.7 $29.1K - $35.2K
16.9K $1.52M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
16.4K
+ 19.64%
$13.12 - $13.68 $215K - $225K
100K $1.33M
CRM
Salesforce, Inc.

Technology
104
+ 4.27%
$270.87 - $367.87 $28.2K - $38.3K
2.54K $848K
SVOL
Simplify ETF Simplify Volatili

ETFs
11.3K
+ 23.27%
$20.4 - $21.93 $230K - $248K
59.8K $1.24M
TFPM
Triple Flag Precious Metals Corp.

Basic Materials
11.7K
New
$14.94 - $18.72 $174K - $218K
11.7K $175K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.69K
+ 18.5%
$57.53 - $60.83 $212K - $224K
23.6K $1.36M
HLN
Haleon PLC

Healthcare
17.2K
New
$9.23 - $10.71 $159K - $184K
17.2K $164K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
189
+ 4.5%
$521.84 - $558.82 $98.6K - $106K
4.39K $2.37M
ASML
Asml Holding Nv

Technology
283
+ 67.7%
$658.43 - $872.27 $186K - $247K
701 $485K
NOW
Service Now, Inc.

Technology
2
+ 0.25%
$867.18 - $1148.42 $1.73K - $2.3K
788 $835K
PDI
Pimco Dynamic Income Fund

Financial Services
15.9K
+ 18.82%
$18.33 - $20.85 $291K - $331K
100K $1.84M
BKNG
Booking Holdings Inc.

Consumer Cyclical
8
+ 7.14%
$4100.99 - $5300.34 $32.8K - $42.4K
120 $596K
ASC
Ardmore Shipping Corp

Industrials
10.3K
New
$11.09 - $18.59 $114K - $191K
10.3K $124K
T
At&T Inc.

Communication Services
4.59K
+ 24.41%
$21.22 - $23.88 $97.5K - $110K
23.4K $533K
NMR
Nomura Holdings Inc

Financial Services
18.8K
+ 148.55%
$5.05 - $6.25 $95.2K - $118K
31.5K $182K
IBM
International Business Machines Corp

Technology
510
+ 33.29%
$204.9 - $238.04 $104K - $121K
2.04K $448K
DGRO
Ishares Core Dividend Growth E

ETFs
2.28K
+ 8.35%
$60.73 - $64.94 $139K - $148K
29.6K $1.82M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.37K
+ 7.05%
$80.13 - $83.77 $270K - $282K
51.1K $4.1M
BAC
Bank Of America Corp

Financial Services
476
+ 2.56%
$39.22 - $47.77 $18.7K - $22.7K
19.1K $839K
MA
Mastercard Inc

Financial Services
32
+ 1.26%
$491.3 - $536.15 $15.7K - $17.2K
2.56K $1.35M
CIFR
Cipher Mining Inc.

Financial Services
5.49K
+ 5.73%
$3.58 - $7.43 $19.7K - $40.8K
101K $469K
VALE
Vale S.A.

Basic Materials
11.1K
New
$8.74 - $11.78 $97.1K - $131K
11.1K $98K
FAST
Fastenal CO

Industrials
1.3K
+ 26.68%
$69.99 - $84.35 $90.7K - $109K
6.15K $442K
COST
Costco Wholesale Corp

Consumer Defensive
59
+ 4.64%
$873.59 - $994.69 $51.5K - $58.7K
1.33K $1.22M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
2.35K
+ 37.66%
$42.79 - $44.9 $100K - $105K
8.57K $367K
HYG
Ishares Tr

ETFs
1.69K
+ 5.79%
$78.09 - $80.04 $132K - $135K
30.8K $2.42M
GS
Goldman Sachs Group Inc

Financial Services
24
+ 2.68%
$486.1 - $608.57 $11.7K - $14.6K
921 $527K
MAR
Marriott International Inc

Consumer Cyclical
20
+ 0.8%
$246.06 - $292.59 $4.92K - $5.85K
2.53K $706K
QUAL
Ishares Msci Usa Quality Facto

ETFs
487
+ 9.01%
$176.42 - $186.91 $85.9K - $91K
5.89K $1.05M
PG
Procter & Gamble CO

Consumer Defensive
708
+ 8.88%
$161.05 - $179.7 $114K - $127K
8.68K $1.45M
IREN
Iris Energy LTD

Financial Services
2.19K
+ 5.85%
$7.33 - $15.39 $16.1K - $33.8K
39.7K $389K
IGV
Ishares Expanded Tech Software

ETFs
454
+ 19.12%
$87.5 - $110.17 $39.7K - $50K
2.83K $283K
OVV
Ovintiv Inc.

Energy
1.07K
+ 10.35%
$37.74 - $46.71 $40.3K - $49.8K
11.4K $460K
CRCT
Cricut, Inc.

Technology
11.2K
New
$5.05 - $6.92 $56.4K - $77.2K
11.2K $63K
QQQ
Invesco Qqq Trust, Series 1

ETFs
47
+ 3.02%
$481.22 - $538.17 $22.6K - $25.3K
1.6K $819K
ISRG
Intuitive Surgical Inc

Healthcare
37
+ 2.96%
$471.27 - $550.62 $17.4K - $20.4K
1.29K $671K
AXP
American Express CO

Financial Services
66
+ 4.62%
$267.35 - $305.57 $17.6K - $20.2K
1.5K $443K
NXL
Nexalin Technology, Inc.

Healthcare
20K
New
$0.62 - $4.36 $12.4K - $87.2K
20K $55K
Activity Summary
Buys All Purchases 231 New Holdings 66 Increased Positions 165 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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