Drive Wealth Management, LLC Portfolio Holdings

Drive Wealth Management, LLC

  • $388 Million
  • Q4 2024

Drive Wealth Management, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $388 Million distributed in 342 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 $29.9M, Berkshire Hathaway Inc with a value of $22.5M, Apple Inc. with a value of $16.6M, Vanguard Ftse Developed Market with a value of $16.6M, and Vanguard Ftse Emerging Mkts Et with a value of $12M.

Examining the 13F form we can see an increase of $8.41M in the current position value, from $380M to 388M.

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 $388 Million
ETFs: $173 Million
Technology: $65.5 Million
Financial Services: $60.6 Million
Consumer Cyclical: $19.2 Million
Communication Services: $16.2 Million
Healthcare: $14 Million
Industrials: $12 Million
Energy: $11.9 Million
Other: $14.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$447B
$22.5 Million 5.79% of portfolio
33
Q4 2023 Added 3.13%
$3.66T
$16.6 Million 4.28% of portfolio
66,260
Q4 2024 Added 4.35%
$267B
$10.9 Million 2.82% of portfolio
81,394
Q4 2024 Added 7.57%
$2.83T
$10.6 Million 2.74% of portfolio
25,232
Q4 2024 Added 1.84%
$641B
$7.39 Million 1.9% of portfolio
16,303
Q4 2024 Added 1.1%
$1.98T
$6.77 Million 1.74% of portfolio
30,855
Q4 2024 Added 3.93%
$1.04T
$4.49 Million 1.16% of portfolio
23,732
Q4 2024 Reduced 0.98%
$1.41T
$4.49 Million 1.16% of portfolio
7,606
Q4 2024 Added 13.24%
$701B
$3.73 Million 0.96% of portfolio
9,231
Q4 2024 Added 10.04%
$1.02T
$3.43 Million 0.88% of portfolio
17,998
Q4 2024 Reduced 0.54%
$74.7B
$3.22 Million 0.83% of portfolio
13,884
Q4 2024 Added 18.69%
$1.19B
$3.16 Million 0.81% of portfolio
308,027
Q4 2024 Added 767.68%
$466B
$3.07 Million 0.79% of portfolio
28,514
Q4 2024 Added 6.79%
$211B
$2.92 Million 0.75% of portfolio
8,308
Q4 2024 Reduced 0.46%
$681B
$2.24 Million 0.58% of portfolio
9,336
Q4 2024 Reduced 3.6%
$31.5B
$2.02 Million 0.52% of portfolio
23,735
Q4 2024 Reduced 2.13%
$0
$1.84 Million 0.47% of portfolio
307,917
Q4 2024 Added 24.17%
$0
$1.84 Million 0.47% of portfolio
100,381
Q4 2024 Added 18.82%
$253B
$1.75 Million 0.45% of portfolio
24,972
Q4 2024 Added 3.41%
$885B
$1.73 Million 0.45% of portfolio
8,754
Q4 2024 Reduced 11.81%
$558B
$1.61 Million 0.41% of portfolio
5,082
Q4 2024 Added 13.24%
$0
$1.57 Million 0.41% of portfolio
126,484
Q4 2024 Added 19.68%
$449B
$1.55 Million 0.4% of portfolio
3,068
Q4 2024 Added 4.6%
$238B
$1.52 Million 0.39% of portfolio
16,859
Q4 2024 Added 2.23%
$384B
$1.53 Million 0.39% of portfolio
3,933
Q4 2024 Added 1.97%
$0
$1.49 Million 0.38% of portfolio
68,512
Q4 2024 Reduced 15.85%
$418B
$1.45 Million 0.37% of portfolio
8,677
Q4 2024 Added 8.88%
$118B
$1.43 Million 0.37% of portfolio
14,452
Q4 2024 Reduced 6.49%
$512B
$1.35 Million 0.35% of portfolio
2,563
Q4 2024 Added 1.26%
$386B
$1.35 Million 0.35% of portfolio
1,514
Q4 2024 Added 0.73%
$0
$1.33 Million 0.34% of portfolio
100,024
Q4 2024 Added 19.64%
$414B
$1.22 Million 0.31% of portfolio
1,330
Q4 2024 Added 4.64%
$3.21B
$1.19 Million 0.31% of portfolio
35,509
Q4 2024 Reduced 72.46%
$401B
$1.16 Million 0.3% of portfolio
6,958
Q4 2024 Added 0.97%
$144B
$1.09 Million 0.28% of portfolio
4,809
Q4 2024 Reduced 2.59%
$383B
$1.09 Million 0.28% of portfolio
6,153
Q4 2024 Added 9.48%
$182B
$1.03 Million 0.27% of portfolio
2,852
Q4 2024 Added 0.81%
$174B
$979,000 0.25% of portfolio
6,378
Q4 2024 Reduced 4.98%
$255B
$968,000 0.25% of portfolio
16,368
Q4 2024 Reduced 4.65%
$122B
$929,000 0.24% of portfolio
10,195
Q4 2024 Reduced 1.83%
$0
$950,000 0.24% of portfolio
47,713
Q4 2024 New
$308B
$909,000 0.23% of portfolio
6,281
Q4 2024 Reduced 5.11%
$42.8B
$885,000 0.23% of portfolio
445
Q4 2024 Reduced 0.67%
$206B
$909,000 0.23% of portfolio
1,749
Q4 2024 Reduced 17.07%
$158B
$835,000 0.22% of portfolio
788
Q4 2024 Added 0.25%
$273B
$848,000 0.22% of portfolio
2,537
Q4 2024 Added 4.27%
$320B
$839,000 0.22% of portfolio
19,093
Q4 2024 Added 2.56%
$744M
$855,000 0.22% of portfolio
84,718
Q4 2024 Added 18.84%
$60.7B
$815,000 0.21% of portfolio
7,157
Q4 2024 Added 2.59%

Summary

  • Portfolio
  • No. of Stocks 342
  • Current Value $388 Million
  • Prior Value $380 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 66 stocks
  • Additional Purchases 165 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 105 stocks
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