Drive Wealth Management, LLC Portfolio Holdings

Drive Wealth Management, LLC

  • $380 Million
  • Q3 2024

Drive Wealth Management, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $380 Million distributed in 571 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 $33.9M, Berkshire Hathaway Inc with a value of $22.8M, Vanguard Ftse Developed Market with a value of $20.2M, Apple Inc. with a value of $14.8M, and Vanguard Ftse Emerging Mkts Et with a value of $13.5M.

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 $380 Million
ETFs: $171 Million
Technology: $64.1 Million
Financial Services: $59.6 Million
Consumer Cyclical: $16.7 Million
Healthcare: $16.5 Million
Communication Services: $14.1 Million
Energy: $11.6 Million
Industrials: $10.9 Million
Other: $15.3 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.9 Million 8.93% of portfolio
58,755
Q3 2024 Added 0.74%
$0
$20.2 Million 5.33% of portfolio
382,994
Q3 2024 Added 1.9%
$0
$13.5 Million 3.54% of portfolio
281,125
Q3 2024 Added 3.53%
$0
$9.64 Million 2.54% of portfolio
36,557
Q3 2024 Added 3.31%
$0
$8.39 Million 2.21% of portfolio
75,805
Q3 2024 Added 26.57%
$0
$8.2 Million 2.16% of portfolio
163,458
Q3 2024 Added 27.07%
$0
$7.46 Million 1.97% of portfolio
178,615
Q3 2024 Added 58.61%
$0
$7.36 Million 1.94% of portfolio
313,800
Q3 2024 Added 23.42%
$0
$4 Million 1.05% of portfolio
47,702
Q3 2024 Added 12.93%
$0
$3.93 Million 1.04% of portfolio
33,620
Q3 2024 Added 3.42%
$0
$3.34 Million 0.88% of portfolio
11,805
Q3 2024 Reduced 25.18%
$0
$3.3 Million 0.87% of portfolio
273,021
Q3 2024 Added 63.97%
$0
$2.54 Million 0.67% of portfolio
42,801
Q3 2024 Added 1.29%
$0
$2.43 Million 0.64% of portfolio
77,080
Q3 2024 Added 1.25%
$0
$2.34 Million 0.62% of portfolio
29,127
Q3 2024 Added 64.39%
$0
$2.22 Million 0.58% of portfolio
4,204
Q3 2024 Added 6.43%
$0
$1.71 Million 0.45% of portfolio
27,339
Q3 2024 Added 5.05%
$0
$1.69 Million 0.44% of portfolio
32,970
Q3 2024 Reduced 11.76%
$0
$1.62 Million 0.43% of portfolio
49,183
Q3 2024 Added 9.4%
$0
$1.55 Million 0.41% of portfolio
56,079
Q3 2024 Added 1.05%
$0
$1.52 Million 0.4% of portfolio
29,080
Q3 2024 Added 1.19%
$0
$1.42 Million 0.37% of portfolio
69,878
Q3 2024 Reduced 2.13%
$0
$1.3 Million 0.34% of portfolio
20,853
Q3 2024 Reduced 8.43%
$0
$1.28 Million 0.34% of portfolio
28,055
Q3 2024 Added 33.27%
$0
$1.26 Million 0.33% of portfolio
28,634
Q3 2024 Added 2.77%
$0
$1.19 Million 0.31% of portfolio
21,737
Q3 2024 New
$0
$1.19 Million 0.31% of portfolio
19,929
Q3 2024 New
$0
$1.07 Million 0.28% of portfolio
48,542
Q3 2024 New
$0
$1.06 Million 0.28% of portfolio
10,221
Q3 2024 New
$0
$969,000 0.26% of portfolio
5,407
Q3 2024 Added 32.72%
$0
$1 Million 0.26% of portfolio
42,194
Q3 2024 Added 25.39%
$0
$923,000 0.24% of portfolio
17,478
Q3 2024 Reduced 30.55%
$0
$915,000 0.24% of portfolio
11,484
Q3 2024 Reduced 25.83%
$0
$873,000 0.23% of portfolio
10,535
Q3 2024 Reduced 34.35%
$0
$756,000 0.2% of portfolio
1,319
Q3 2024 Added 60.46%
$0
$759,000 0.2% of portfolio
1,556
Q3 2024 Added 3.46%
$0
$703,000 0.19% of portfolio
21,840
Q3 2024 Added 0.55%
$0
$629,000 0.17% of portfolio
11,026
Q1 2024 Added 400.05%
$0
$556,000 0.15% of portfolio
14,116
Q3 2024 Added 0.74%
$0
$564,000 0.15% of portfolio
3,585
Q4 2021 New
$0
$571,000 0.15% of portfolio
15,257
Q3 2024 Added 0.63%
$0
$537,000 0.14% of portfolio
3,548
Q3 2024 Added 0.37%
$0
$519,000 0.14% of portfolio
29,082
Q3 2024 Added 0.65%
$0
$483,000 0.13% of portfolio
4,924
Q3 2024 Added 3.01%
$0
$498,000 0.13% of portfolio
5,682
Q3 2024 New
$0
$441,000 0.12% of portfolio
10,444
Q3 2024 Reduced 2.31%
$0
$448,000 0.12% of portfolio
10,383
Q3 2024 Reduced 1.84%
$0
$469,000 0.12% of portfolio
9,600
Q3 2024 New
$0
$406,000 0.11% of portfolio
15,869
Q3 2024 Reduced 32.91%

Summary

  • Portfolio
  • No. of Stocks 571
  • Current Value $380 Million
  • Prior Value $380 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR/A
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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