Drive Wealth Management, LLC Reduced Holdings in Q4 2024

Drive Wealth Management, LLC

  • $388 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-7.98K
- 13.58%
$570.51 - $610.59 $4.55M - $4.87M
50.8K $29.9M
VEA
Vanguard Ftse Developed Market

ETFs
-36.9K
- 9.63%
$47.57 - $52.44 $1.75M - $1.93M
346K $16.6M
NCNO
N Cino, Inc.

Technology
-93.4K
- 72.46%
$30.14 - $42.64 $2.82M - $3.98M
35.5K $1.19M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-9.36K
- 3.33%
$44.04 - $49.49 $412K - $463K
272K $12M
JNJ
Johnson & Johnson

Healthcare
-5.92K
- 58.71%
$143.34 - $165.86 $848K - $982K
4.16K $601K
EDV
Vanguard Extended Duration Tre

ETFs
-8.45K
- 73.57%
$67.27 - $79.67 $568K - $673K
3.04K $205K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.7K
- 36.13%
$370.24 - $418.94 $631K - $714K
3.01K $1.21M
RUN
Sunrun Inc.

Technology
-19.3K
- 44.6%
$9.13 - $17.5 $176K - $338K
24K $222K
NVO
Novo Nordisk A S

Healthcare
-2.65K
- 28.31%
$85.0 - $120.04 $225K - $318K
6.7K $576K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-10.4K
- 6.37%
$50.0 - $50.27 $521K - $524K
153K $7.67M
PEP
Pepsico Inc

Consumer Defensive
-2.69K
- 62.31%
$151.29 - $176.1 $406K - $473K
1.62K $246K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-360
- 17.07%
$501.29 - $612.85 $180K - $221K
1.75K $909K
AMAT
Applied Materials Inc

Technology
-1.26K
- 31.42%
$161.44 - $213.89 $203K - $269K
2.74K $446K
NKE
Nike, Inc.

Consumer Cyclical
-2.15K
- 20.28%
$73.36 - $89.13 $157K - $191K
8.43K $638K
SCCO
Southern Copper Corp

Basic Materials
-1.06K
- 17.02%
$91.13 - $117.95 $96.9K - $125K
5.18K $472K
UNP
Union Pacific Corp

Industrials
-829
- 30.16%
$223.15 - $249.32 $185K - $207K
1.92K $437K
AMD
Advanced Micro Devices Inc

Technology
-104
- 2.13%
$118.88 - $172.8 $12.4K - $18K
4.78K $577K
CI
Cigna Corp

Healthcare
-322
- 21.27%
$265.59 - $358.58 $85.5K - $115K
1.19K $329K
COP
Conocophillips

Energy
-1K
- 6.49%
$95.12 - $114.72 $95.4K - $115K
14.5K $1.43M
VGT
Vanguard Information Technolog

ETFs
-310
- 47.69%
$571.78 - $647.97 $177K - $201K
340 $211K
QCOM
Qualcomm Inc

Technology
-334
- 4.98%
$150.4 - $178.04 $50.2K - $59.5K
6.38K $979K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-2.9K
- 13.89%
$61.52 - $66.5 $178K - $193K
18K $1.15M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-454
- 0.81%
$25.15 - $27.57 $11.4K - $12.5K
55.6K $1.4M
IHF
Ishares Tr

ETFs
-961
- 8.72%
$47.41 - $56.83 $45.6K - $54.6K
10.1K $483K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.62K
- 37.65%
$50.37 - $50.6 $132K - $133K
4.34K $218K
ADBE
Adobe Inc.

Technology
-36
- 2.3%
$437.39 - $552.96 $15.7K - $19.9K
1.53K $679K
RTX
Raytheon Technologies Corp

Industrials
-772
- 12.38%
$114.45 - $127.21 $88.4K - $98.2K
5.47K $632K
AZN
Astrazeneca PLC

Healthcare
-1.06K
- 24.89%
$63.2 - $79.58 $66.9K - $84.2K
3.19K $209K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-4
- 1.17%
$701.85 - $1046.91 $2.81K - $4.19K
339 $241K
FSK
Fs Kkr Capital Corp

Financial Services
-12.9K
- 15.85%
$19.71 - $22.22 $254K - $287K
68.5K $1.49M
GIS
General Mills Inc

Consumer Defensive
-1.04K
- 24.58%
$62.78 - $74.62 $65.3K - $77.6K
3.19K $203K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-3.04K
- 19.13%
$22.72 - $25.76 $69K - $78.2K
12.8K $298K
NTR
Nutrien Ltd.

Basic Materials
-1.46K
- 11.84%
$44.04 - $50.78 $64.2K - $74K
10.8K $485K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-1.78K
- 17.1%
$41.17 - $43.34 $73.1K - $77K
8.61K $355K
DFAE
Dimensional ETF Tr

ETFs
-2.51K
- 17.57%
$25.36 - $28.15 $63.6K - $70.6K
11.8K $298K
DHR
Danaher Corp

Healthcare
-53
- 3.3%
$226.16 - $274.52 $12K - $14.5K
1.55K $356K
KLAC
Kla Corp

Technology
-14
- 2.54%
$614.46 - $829.55 $8.6K - $11.6K
538 $339K
SBUX
Starbucks Corp

Consumer Cyclical
-190
- 1.83%
$87.44 - $102.5 $16.6K - $19.5K
10.2K $929K
NTSE
Wisdomtree Tr Emerging Mkts Ef

ETFs
-83
- 0.38%
$28.69 - $32.86 $2.38K - $2.73K
21.8K $624K
PFE
Pfizer Inc

Healthcare
-1.83K
- 15.23%
$24.8 - $30.19 $45.4K - $55.2K
10.2K $269K
OXY
Occidental Petroleum Corp

Energy
-1.17K
- 12.68%
$45.36 - $55.91 $53.1K - $65.4K
8.06K $398K
DEO
Diageo PLC

Consumer Defensive
-252
- 7.75%
$118.0 - $139.88 $29.7K - $35.2K
3K $381K
GD
General Dynamics Corp

Industrials
-49
- 3.16%
$260.28 - $314.03 $12.8K - $15.4K
1.5K $395K
DFIP
Dimensional ETF Tr Inflation P

ETFs
-1.22K
- 11.67%
$40.31 - $42.43 $49.1K - $51.7K
9.23K $373K
CVX
Chevron Corp

Energy
-338
- 5.11%
$141.15 - $162.53 $47.7K - $54.9K
6.28K $909K
MCK
Mckesson Corp

Healthcare
-239
- 25.0%
$482.27 - $628.5 $115K - $150K
717 $408K
SHEL
Shell PLC

Energy
-662
- 9.74%
$60.63 - $70.23 $40.1K - $46.5K
6.14K $384K
UHS
Universal Health Services Inc

Healthcare
-6
- 0.49%
$175.8 - $236.9 $1.05K - $1.42K
1.22K $218K
CSX
Csx Corp

Industrials
-1.16K
- 13.73%
$31.58 - $36.88 $36.5K - $42.6K
7.26K $234K
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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