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
$418B
$1.38 Million 0.36% of portfolio
7,969
Q3 2024 Added 1.65%
$245B
$1.33 Million 0.35% of portfolio
16,491
Q3 2024 Added 0.9%
$201B
$1.3 Million 0.34% of portfolio
2,109
Q3 2024 Reduced 0.66%
$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%
$497B
$1.25 Million 0.33% of portfolio
2,531
Q3 2024 Reduced 1.48%
$0
$1.26 Million 0.33% of portfolio
28,634
Q3 2024 Added 2.77%
$507B
$1.23 Million 0.32% of portfolio
4,488
Q3 2024 Reduced 0.66%
$518B
$1.17 Million 0.31% of portfolio
6,891
Q3 2024 Added 4.17%
$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
$427B
$1.13 Million 0.3% of portfolio
1,271
Q3 2024 Added 3.0%
$176B
$1.14 Million 0.3% of portfolio
6,712
Q3 2024 Added 53.98%
$0
$1.15 Million 0.3% of portfolio
83,605
Q3 2024 New
$237B
$1.11 Million 0.29% of portfolio
9,344
Q3 2024 Reduced 1.0%
$313B
$1.11 Million 0.29% of portfolio
5,620
Q3 2024 Added 1.94%
$400B
$1.07 Million 0.28% of portfolio
1,503
Q3 2024 Reduced 1.64%
$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
$118B
$1.01 Million 0.27% of portfolio
10,385
Q3 2024 Reduced 0.18%
$154B
$1.02 Million 0.27% of portfolio
4,937
Q3 2024 Added 0.65%
$0
$969,000 0.26% of portfolio
5,407
Q3 2024 Added 32.72%
$318B
$974,000 0.26% of portfolio
6,619
Q3 2024 Reduced 10.94%
$0
$1 Million 0.26% of portfolio
42,194
Q3 2024 Added 25.39%
$97.5B
$934,000 0.25% of portfolio
10,577
Q3 2024 Reduced 16.81%
$0
$923,000 0.24% of portfolio
17,478
Q3 2024 Reduced 30.55%
$64.1B
$916,000 0.24% of portfolio
6,976
Q3 2024 Added 76.83%
$240B
$913,000 0.24% of portfolio
17,167
Q3 2024 Reduced 1.99%
$0
$915,000 0.24% of portfolio
11,484
Q3 2024 Reduced 25.83%
$799M
$880,000 0.23% of portfolio
71,286
Q3 2024 New
$251B
$857,000 0.23% of portfolio
7,548
Q3 2024 Reduced 19.5%
$59.5B
$871,000 0.23% of portfolio
448
Q3 2024 Added 0.22%
$0
$873,000 0.23% of portfolio
10,535
Q3 2024 Reduced 34.35%
$54.3B
$782,000 0.21% of portfolio
5,793
Q3 2024 Reduced 1.48%
$2.23B
$782,000 0.21% of portfolio
43,327
Q3 2024 Added 4.55%
$223B
$801,000 0.21% of portfolio
4,887
Q3 2024 Added 3.89%
$238B
$810,000 0.21% of portfolio
1,565
Q3 2024 Added 8.45%
$150B
$808,000 0.21% of portfolio
4,000
Q3 2024 Reduced 2.15%
$178B
$755,000 0.2% of portfolio
6,238
Q3 2024 Reduced 0.48%
$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%
$206B
$743,000 0.2% of portfolio
6,522
Q3 2024 Added 1.49%
$78B
$732,000 0.19% of portfolio
16,028
Q3 2024 Added 0.19%
$0
$703,000 0.19% of portfolio
21,840
Q3 2024 Added 0.55%
$276B
$732,000 0.19% of portfolio
10,191
Q3 2024 Added 3.74%
$223B
$732,000 0.19% of portfolio
4,309
Q3 2024 Reduced 8.53%
$377B
$738,000 0.19% of portfolio
18,617
Q3 2024 Reduced 3.57%
$77.1B
$721,000 0.19% of portfolio
6,244
Q3 2024 Added 155.38%
$342B
$665,000 0.18% of portfolio
2,433
Q3 2024 Reduced 5.92%

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