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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.71 Million 0.45% of portfolio
84,485
Q3 2024 New
$0
$1.64 Million 0.43% of portfolio
247,980
Q3 2024 New
$0
$1.61 Million 0.42% of portfolio
81,416
Q3 2024 Reduced 62.96%
$0
$1.35 Million 0.36% of portfolio
105,681
Q3 2024 New
$0
$1.15 Million 0.3% of portfolio
83,605
Q3 2024 New
$0
$500,000 0.13% of portfolio
24,550
Q3 2024 New
$0
$195,000 0.05% of portfolio
15,800
Q3 2024 Reduced 28.02%
$0
$168,000 0.04% of portfolio
12,614
Q2 2024 Reduced 35.19%
$0
$151,000 0.04% of portfolio
13,995
Q3 2024 Reduced 2.1%
$0
$151,000 0.04% of portfolio
11,585
Q2 2024 Reduced 40.24%
$0
$124,000 0.03% of portfolio
34,000
Q4 2023 Reduced 13.27%
$0
$100,000 0.03% of portfolio
17,600
Q2 2024 Reduced 18.52%
$0
$109,000 0.03% of portfolio
10,240
Q3 2024 Reduced 22.66%
$0
$90,000 0.02% of portfolio
22,500
Q3 2024 Reduced 4.05%

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
Track This Portfolio

Track Drive Wealth Management, LLC Portfolio

Follow Drive Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Drive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Drive Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email