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

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%
$434B
$22.8 Million 6.0% of portfolio
33
Q4 2023 Added 3.13%
$0
$20.2 Million 5.33% of portfolio
382,994
Q3 2024 Added 1.9%
$3.78T
$14.8 Million 3.9% of portfolio
63,498
Q3 2024 Added 1.09%
$0
$13.5 Million 3.54% of portfolio
281,125
Q3 2024 Added 3.53%
$3.15T
$10.7 Million 2.81% of portfolio
24,777
Q3 2024 Added 1.3%
$0
$9.64 Million 2.54% of portfolio
36,557
Q3 2024 Added 3.31%
$337B
$9.19 Million 2.42% of portfolio
75,667
Q3 2024 Added 2.27%
$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%
$623B
$7.42 Million 1.96% of portfolio
16,125
Q3 2024 Reduced 21.2%
$0
$7.36 Million 1.94% of portfolio
313,800
Q3 2024 Added 23.42%
$2.1T
$5.53 Million 1.46% of portfolio
29,688
Q3 2024 Added 3.74%
$4.68B
$4.07 Million 1.07% of portfolio
128,956
Q3 2024 Reduced 4.35%
$1.01T
$3.98 Million 1.05% of portfolio
23,968
Q3 2024 Added 4.89%
$0
$3.93 Million 1.04% of portfolio
33,620
Q3 2024 Added 3.42%
$1.29T
$3.85 Million 1.01% of portfolio
6,717
Q3 2024 Reduced 2.79%
$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%
$490B
$3.13 Million 0.82% of portfolio
26,702
Q3 2024 Reduced 2.03%
$1.04T
$3.03 Million 0.8% of portfolio
18,095
Q3 2024 Reduced 1.15%
$228B
$2.95 Million 0.78% of portfolio
8,346
Q3 2024 Added 0.3%
$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%
$1.05T
$2.2 Million 0.58% of portfolio
8,389
Q3 2024 Added 13.07%
$0
$2.22 Million 0.58% of portfolio
4,204
Q3 2024 Added 6.43%
$733B
$2.04 Million 0.54% of portfolio
9,685
Q3 2024 Reduced 1.88%
$749B
$2.05 Million 0.54% of portfolio
2,310
Q3 2024 Added 3.03%
$64.7B
$2.02 Million 0.53% of portfolio
11,698
Q3 2024 Added 922.55%
$0
$1.77 Million 0.47% of portfolio
4,716
Q3 2024 Added 15.96%
$0
$1.71 Million 0.45% of portfolio
27,339
Q3 2024 Added 5.05%
$940B
$1.72 Million 0.45% of portfolio
9,926
Q3 2024 Added 0.86%
$0
$1.71 Million 0.45% of portfolio
84,485
Q3 2024 New
$569B
$1.71 Million 0.45% of portfolio
2,933
Q3 2024 Reduced 28.24%
$0
$1.69 Million 0.44% of portfolio
32,970
Q3 2024 Reduced 11.76%
$0
$1.64 Million 0.43% of portfolio
247,980
Q3 2024 New
$137B
$1.63 Million 0.43% of portfolio
15,455
Q3 2024 Added 3.17%
$47B
$1.63 Million 0.43% of portfolio
24,252
Q3 2024 Reduced 8.02%
$0
$1.62 Million 0.43% of portfolio
49,183
Q3 2024 Added 9.4%
$406B
$1.63 Million 0.43% of portfolio
10,081
Q3 2024 Added 1.69%
$0
$1.61 Million 0.42% of portfolio
81,416
Q3 2024 Reduced 62.96%
$437B
$1.56 Million 0.41% of portfolio
3,857
Q3 2024 Added 1.05%
$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%
$293B
$1.36 Million 0.36% of portfolio
24,149
Q3 2024 Added 6.07%
$0
$1.35 Million 0.36% of portfolio
105,681
Q3 2024 New

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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