Drive Wealth Management, LLC Incresed Positions in Q2 2025

Drive Wealth Management, LLC

  • $440 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BBUS
J P Morgan Exchg Traded Fd

ETFs
20.4K
+ 18.1%
$89.63 - $111.92 $1.83M - $2.28M
133K $14.9M
MSFT
Microsoft Corp

Technology
571
+ 2.17%
$354.56 - $497.45 $202K - $284K
26.9K $13.4M
VEA
Vanguard Ftse Developed Market

ETFs
9.97K
+ 2.81%
$45.65 - $57.01 $455K - $568K
365K $20.8M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
113K
+ 388.95%
$19.12 - $22.36 $2.16M - $2.53M
142K $3.04M
META
Meta Platforms, Inc.

Communication Services
586
+ 6.66%
$484.66 - $738.09 $284K - $433K
9.38K $6.92M
AMZN
Amazon Com Inc

Consumer Cyclical
1.68K
+ 4.64%
$167.32 - $223.3 $280K - $374K
37.7K $8.28M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.76K
+ 1.0%
$39.89 - $49.46 $110K - $137K
280K $13.8M
VO
Vanguard Mid Cap ETF

ETFs
1.25K
+ 3.03%
$228.54 - $279.83 $285K - $349K
42.4K $11.9M
SRLN
Ssga Active Trust

ETFs
21.7K
+ 10.21%
$39.47 - $41.59 $855K - $901K
234K $9.73M
HYG
Ishares Tr

ETFs
10.8K
+ 33.08%
$75.75 - $80.65 $819K - $872K
43.5K $3.51M
NFLX
Netflix Inc

Communication Services
73
+ 4.78%
$855.86 - $1339.13 $62.5K - $97.8K
1.6K $2.14M
GOOGL
Alphabet Inc.

Communication Services
680
+ 2.64%
$144.7 - $178.6 $98.4K - $121K
26.5K $4.67M
PM
Philip Morris International Inc.

Consumer Defensive
3.03K
+ 69.03%
$149.23 - $184.95 $451K - $559K
7.41K $1.35M
HLN
Haleon PLC

Healthcare
60.7K
+ 438.34%
$9.27 - $11.41 $562K - $692K
74.5K $772K
ORCL
Oracle Corp

Technology
174
+ 2.57%
$122.82 - $218.63 $21.4K - $38K
6.95K $1.52M
EFV
Msci Eafe Value ETF

ETFs
1.69K
+ 1.9%
$52.4 - $64.65 $88.8K - $110K
90.8K $5.76M
RUN
Sunrun Inc.

Technology
48.5K
+ 101.39%
$5.67 - $12.85 $275K - $623K
96.3K $787K
T
At&T Inc.

Communication Services
16.9K
+ 60.06%
$26.33 - $28.94 $444K - $488K
45K $1.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.85K
+ 7.12%
$90.56 - $109.49 $258K - $312K
42.8K $4.68M
GOOG
Alphabet Inc.

Communication Services
260
+ 1.3%
$146.58 - $180.01 $38.1K - $46.8K
20.3K $3.59M
JPM
Jpmorgan Chase & CO

Financial Services
175
+ 1.92%
$210.28 - $289.91 $36.8K - $50.7K
9.31K $2.7M
IREN
Iris Energy LTD

Financial Services
1.18K
+ 2.97%
$5.3 - $14.57 $6.25K - $17.2K
40.9K $596K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
133
+ 2.61%
$141.37 - $228.57 $18.8K - $30.4K
5.23K $1.18M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.11K
+ 6.41%
$79.56 - $82.92 $247K - $258K
51.6K $4.28M
NEM
Newmont Corp

Basic Materials
4.48K
+ 84.95%
$44.18 - $59.46 $198K - $267K
9.76K $568K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
13.7K
+ 3.74%
$22.54 - $23.17 $308K - $317K
379K $8.7M
DGRO
Ishares Core Dividend Growth E

ETFs
3.8K
+ 13.08%
$55.22 - $63.94 $210K - $243K
32.8K $2.1M
PLTR
Palantir Technologies Inc.

Technology
132
+ 2.41%
$74.01 - $144.25 $9.77K - $19K
5.6K $763K
INTU
Intuit Inc

Technology
69
+ 4.87%
$544.07 - $787.63 $37.5K - $54.3K
1.49K $1.17M
SVOL
Simplify ETF Simplify Volatili

ETFs
15.1K
+ 19.05%
$13.97 - $19.98 $210K - $301K
94.1K $1.73M
GSID
Goldman Sachs ETF Tr Marketbet

ETFs
896
+ 2.21%
$51.96 - $64.33 $46.6K - $57.6K
41.4K $2.65M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.94K
+ 13.44%
$45.88 - $54.4 $181K - $214K
33.3K $1.81M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
19K
+ 14.94%
$12.19 - $13.37 $232K - $254K
146K $1.95M
SOFI
So Fi Technologies, Inc.

Financial Services
563
+ 1.41%
$9.5 - $18.21 $5.35K - $10.3K
40.5K $738K
APH
Amphenol Corp

Technology
251
+ 3.4%
$59.09 - $98.75 $14.8K - $24.8K
7.64K $754K
SPYG
Spdr Portfolio

ETFs
1.01K
+ 8.73%
$71.83 - $95.32 $72.7K - $96.5K
12.6K $1.2M
BKNG
Booking Holdings Inc.

Consumer Cyclical
20
+ 15.87%
$4164.15 - $5789.24 $83.3K - $116K
146 $845K
GE
General Electric CO

Industrials
315
+ 11.23%
$166.81 - $257.39 $52.5K - $81.1K
3.12K $803K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
39.8K
+ 9.88%
$5.17 - $5.91 $206K - $235K
443K $2.61M
AMD
Advanced Micro Devices Inc

Technology
481
+ 11.86%
$78.21 - $143.81 $37.6K - $69.2K
4.54K $643K
GLD
Spdr Gold Trust

ETFs
685
+ 65.05%
$273.71 - $316.29 $187K - $217K
1.74K $529K
BGX
Blackstone Long Short Credit Income Fund

Financial Services
17.3K
+ 10.87%
$11.0 - $12.41 $191K - $215K
177K $2.2M
RBLX
Roblox Corp

Communication Services
168
+ 4.07%
$51.22 - $105.59 $8.6K - $17.7K
4.29K $451K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
1.16K
+ 2.48%
$27.26 - $34.48 $31.5K - $39.9K
47.9K $1.65M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.75K
+ 13.55%
$51.14 - $57.0 $192K - $214K
31.4K $1.79M
IWF
Ishares Russell 1000 Gr ETF

ETFs
30
+ 1.0%
$320.42 - $424.58 $9.61K - $12.7K
3.03K $1.29M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
807
+ 2.94%
$46.22 - $57.51 $37.3K - $46.4K
28.3K $1.62M
IBM
International Business Machines Corp

Technology
330
+ 16.0%
$221.03 - $294.78 $72.9K - $97.3K
2.39K $705K
DIHP
Dimensional ETF Tr Dimensional

ETFs
2.01K
+ 3.87%
$24.32 - $29.74 $49K - $59.9K
54K $1.59M
Activity Summary
Buys All Purchases 226 New Holdings 54 Increased Positions 172 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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