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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.72B
$4.07 Million 1.07% of portfolio
128,956
Q3 2024 Reduced 4.35%
$2.01B
$782,000 0.21% of portfolio
43,327
Q3 2024 Added 4.55%
$3.22B
$399,000 0.11% of portfolio
7,161
Q3 2024 New
$8.13B
$282,000 0.07% of portfolio
5,974
Q3 2024 Added 0.39%
$2.61B
$217,000 0.06% of portfolio
2,737
Q3 2024 Added 1.33%
$9.84B
$217,000 0.06% of portfolio
267
Q3 2024 Added 3.09%
$5.84B
$226,000 0.06% of portfolio
779
Q3 2024 Reduced 1.02%
$9.22B
$236,000 0.06% of portfolio
2,447
Q3 2024 Added 0.53%
$5.8B
$203,000 0.05% of portfolio
768
Q3 2024 New
$4.68B
$94,000 0.02% of portfolio
15,961
Q3 2024 New
$8.74B
$81,000 0.02% of portfolio
10,448
Q3 2024 Reduced 0.93%
$4.07B
$63,000 0.02% of portfolio
22,786
Q3 2024 Reduced 26.57%
$6.19B
$50,000 0.01% of portfolio
11,789
Q3 2024 Reduced 16.48%

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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