Drive Wealth Management, LLC New Holdings in Q1 2025

Drive Wealth Management, LLC

  • $413 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
89.1K
New
$51.88 - $60.73 $4.62M - $5.41M
89.1K $5.25M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
161K
New
$25.05 - $25.16 $4.03M - $4.04M
161K $4.04M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
166K
New
N/A
166K $3.94M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
110K
New
$23.29 - $23.38 $2.55M - $2.56M
110K $2.56M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
83.9K
New
$23.9 - $24.18 $2.01M - $2.03M
83.9K $2.03M
FNDE
Schwab Fundamental Emerging Mk

ETFs
65.5K
New
$28.11 - $32.0 $1.84M - $2.1M
65.5K $2.02M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
49.9K
New
$36.64 - $45.76 $1.83M - $2.28M
49.9K $1.87M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
80.7K
New
$22.77 - $22.94 $1.84M - $1.85M
80.7K $1.85M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
83.2K
New
$20.1 - $20.8 $1.67M - $1.73M
83.2K $1.73M
IBDV
Ishares Tr

Technology
78.7K
New
$21.11 - $21.73 $1.66M - $1.71M
78.7K $1.71M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
64K
New
$24.79 - $25.26 $1.59M - $1.62M
64K $1.62M
SYY
Sysco Corp

Consumer Defensive
16K
New
$70.0 - $77.13 $1.12M - $1.23M
16K $1.2M
CMCSA
Comcast Corp

Communication Services
31.7K
New
$33.19 - $38.23 $1.05M - $1.21M
31.7K $1.17M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
18.6K
New
$55.41 - $60.74 $1.03M - $1.13M
18.6K $1.05M
TXT
Textron Inc

Industrials
14.2K
New
$70.19 - $81.2 $994K - $1.15M
14.2K $1.02M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
19.3K
New
$39.96 - $43.3 $770K - $834K
19.3K $794K
KEYS
Keysight Technologies, Inc.

Technology
4.81K
New
$148.16 - $185.11 $713K - $890K
4.81K $720K
FISV
Fiserv Inc

Technology
5.66K
New
N/A
5.66K $708K
HCA
Hca Healthcare, Inc.

Healthcare
1.94K
New
$296.7 - $345.55 $575K - $670K
1.94K $669K
GBCI
Glacier Bancorp, Inc.

Financial Services
15.1K
New
$43.81 - $52.23 $662K - $789K
15.1K $667K
HOOD
Robinhood Markets, Inc.

Technology
15.7K
New
$35.63 - $65.28 $561K - $1.03M
15.7K $654K
DFIV
Dimensional ETF Tr

ETFs
14.8K
New
$35.33 - $40.77 $524K - $604K
14.8K $583K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
17.9K
New
$26.71 - $31.58 $478K - $565K
17.9K $542K
RGEN
Repligen Corp

Healthcare
3.7K
New
$127.24 - $174.24 $471K - $645K
3.7K $471K
TOL
Toll Brothers, Inc.

Consumer Cyclical
4.31K
New
$103.02 - $140.69 $444K - $607K
4.31K $455K
MP
Mp Materials Corp.

Basic Materials
15.9K
New
$16.39 - $26.93 $260K - $427K
15.9K $387K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
2.94K
New
$96.88 - $111.25 $285K - $327K
2.94K $293K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.3K
New
N/A
3.3K $283K
SOXL
Direxion Daily Semiconductor B

ETFs
17.5K
New
$15.95 - $35.15 $279K - $615K
17.5K $279K
NEM
Newmont Corp

Basic Materials
5.28K
New
$37.79 - $48.39 $199K - $255K
5.28K $254K
ESLT
Elbit Systems LTD

Industrials
657
New
$261.47 - $413.0 $172K - $271K
657 $252K
RBLX
Roblox Corp

Communication Services
4.13K
New
$53.77 - $75.47 $222K - $311K
4.13K $240K
INCO
Columbia ETF Tr Ii Columbia In

ETFs
3.77K
New
$55.6 - $66.5 $210K - $251K
3.77K $224K
AEP
American Electric Power CO Inc

Utilities
2.03K
New
$90.32 - $109.27 $183K - $222K
2.03K $221K
DFAT
Dimensional ETF Tr U S Target

ETFs
4.22K
New
$50.44 - $58.1 $213K - $245K
4.22K $217K
VRSK
Verisk Analytics, Inc.

Industrials
714
New
$268.63 - $301.33 $192K - $215K
714 $212K
WTW
Willis Towers Watson PLC

Financial Services
610
New
$306.61 - $340.78 $187K - $208K
610 $206K
FFIV
F5, Inc.

Technology
771
New
$251.75 - $310.6 $194K - $239K
771 $205K
K
Kellogg CO

Consumer Defensive
2.48K
New
$81.06 - $82.9 $201K - $206K
2.48K $204K
TDY
Teledyne Technologies Inc

Technology
403
New
$455.51 - $518.84 $184K - $209K
403 $200K
DHT
Dht Holdings, Inc.

Energy
10.6K
New
$9.33 - $11.85 $99.2K - $126K
10.6K $111K
HLIT
Harmonic Inc

Technology
11.6K
New
$9.42 - $13.55 $109K - $157K
11.6K $110K
JOBY
Joby Aviation, Inc.

Industrials
11K
New
$5.99 - $10.27 $66.1K - $113K
11K $66K
BSBR
Banco Santander (Brasil) S.A.

Financial Services
13.1K
New
$3.82 - $4.84 $50K - $63.4K
13.1K $61K
GOSS
Gossamer Bio, Inc.

Healthcare
16.7K
New
$0.85 - $1.53 $14.2K - $25.5K
16.7K $18K
Lam Research Corp
2.92K
New
N/A
2.92K $0
Nvni Group Limited
422K
New
N/A
422K $0
Tidal Tr Ii
9.17K
New
N/A
9.17K $0
Fidelity Covington Trust
6.58K
New
N/A
6.58K $0
Activity Summary
Buys All Purchases 168 New Holdings 53 Increased Positions 115 Sells All Sells 151 Reductions 151 Sold out 0 Options Calls 0 Puts 0
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