Drive Wealth Management, LLC Portfolio Holdings by Sector
Drive Wealth Management, LLC
- $413 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV VEA VWO BBUS VO SRLN SHV GSY 79 stocks |
$197,002
48.09% of portfolio
|
46
|
31
|
19
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B AIG HIG 4 stocks |
$27,165
6.63% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT CRWD ADBE ORCL HOOD PANW PLTR CHKP 12 stocks |
$16,186
3.95% of portfolio
|
8
|
4
|
2
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TSM AMD QCOM MU TXN ADI 9 stocks |
$15,493
3.78% of portfolio
|
3
|
6
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$15,323
3.74% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$12,181
2.97% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PDI ACP BGX RA AMP BK KKR 7 stocks |
$9,439
2.3% of portfolio
|
4
|
3
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$6,861
1.67% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM NCNO INTU FICO NOW SAP UBER MSTR 11 stocks |
$6,733
1.64% of portfolio
|
6
|
5
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BAC HSBC UBS SMFG RY ING 9 stocks |
$6,624
1.62% of portfolio
|
3
|
6
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX SHEL 3 stocks |
$6,128
1.5% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV JNJ BMY GILD MRK AMGN AZN 8 stocks |
$5,983
1.46% of portfolio
|
5
|
3
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA SOFI AXP PYPL 5 stocks |
$5,552
1.36% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$4,894
1.19% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA RACE TM GM 4 stocks |
$4,433
1.08% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN FISV IBM INFY WIT 5 stocks |
$4,110
1.0% of portfolio
|
2
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE PCAR 3 stocks |
$3,866
0.94% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$3,434
0.84% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT SYK BSX NXL 4 stocks |
$2,897
0.71% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
TXT RTX GD BA ESLT 5 stocks |
$2,595
0.63% of portfolio
|
3
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA T VZ TEF 4 stocks |
$2,547
0.62% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI 2 stocks |
$2,470
0.6% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG KMB UL CHD CL 5 stocks |
$2,402
0.59% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS NXST 3 stocks |
$2,206
0.54% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX 2 stocks |
$2,133
0.52% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO NEE DUK AEE AEP PCG ENIC 7 stocks |
$1,888
0.46% of portfolio
|
4
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$1,839
0.45% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
GBCI IBN DB ZION LYG BSBR 6 stocks |
$1,806
0.44% of portfolio
|
3
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS RJF CIFR IREN LPLA NMR 6 stocks |
$1,738
0.42% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$1,707
0.42% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE PH ITW ETN 4 stocks |
$1,619
0.4% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI HLIT NOK 4 stocks |
$1,540
0.38% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR TRV CB 3 stocks |
$1,483
0.36% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG MMC WTW 3 stocks |
$1,229
0.3% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$1,196
0.29% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
KREF 1 stocks |
$1,144
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA EHC UHS 3 stocks |
$1,130
0.28% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG RGEN 2 stocks |
$1,091
0.27% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$1,016
0.25% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT KLAC ASML 3 stocks |
$1,009
0.25% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY AZO TSCO 3 stocks |
$1,003
0.24% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ENB OKE WMB DHT 4 stocks |
$954
0.23% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP EOG HES 3 stocks |
$951
0.23% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
KEYS TDY 2 stocks |
$920
0.22% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX NVO RVPH GOSS 4 stocks |
$918
0.22% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR HLT 2 stocks |
$889
0.22% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$838
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX VLO 2 stocks |
$770
0.19% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD ECL DD 3 stocks |
$719
0.18% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$695
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
TOL NVR 2 stocks |
$679
0.17% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
CME ICE 2 stocks |
$675
0.16% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MET AFL 2 stocks |
$618
0.15% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$595
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$580
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$555
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO RBLX 2 stocks |
$551
0.13% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX SCCO 2 stocks |
$525
0.13% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$484
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$477
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST 1 stocks |
$470
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$442
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$387
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$365
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
EQIX 1 stocks |
$349
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$339
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
PCT 1 stocks |
$302
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
RDY HLN 2 stocks |
$286
0.07% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Solar | Technology
RUN 1 stocks |
$280
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$273
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$255
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM 1 stocks |
$254
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Publishing | Communication Services
RELX 1 stocks |
$248
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE 1 stocks |
$225
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
ODFL 1 stocks |
$220
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK 1 stocks |
$212
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
K 1 stocks |
$204
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Airports & Air Services | Industrials
JOBY 1 stocks |
$66
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|