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CIK: 0001952781
Total reported value
$561.0M
$561.0M
317 檔
15.6%
According to the latest 13F quarterly dataset, Drive Wealth Management, LLC managed an equity portfolio of $561.0M at the end of Q1 2024, spanning 317 distinct U.S. exchange-listed positions.
During Q1 2024, Drive Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 317 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.92% | -0.66% | +21.97% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 5.87% | — | — | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.97% | -0.40% | +29.09% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.95% | -0.22% | +25.52% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.89% | +0.07% | -0.97% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.82% | -0.31% | -1.49% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.41% | -0.07% | +5.62% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.29% | -0.41% | +21.26% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.98% | -0.07% | +33.97% | |
| 10 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.87% | — | -1.84% | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.87% | — | -0.32% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.83% | +0.09% | +7.11% | |
| 13 | GSY | Invesco Ultra Short Duration | ETF-Other | 1.82% | — | -0.99% | |
| 14 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.49% | — | +37.88% | |
| 15 | NCNO | Ncino Inc | Stock-Other | 1.47% | — | +1.11% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.42% | +0.01% | -0.12% | |
| 17 | DFAI | Dimensional International Co | ETF-Other | 1.27% | — | +9.72% | |
| 18 | FSK | Fs Kkr Capital CORP | Stock-Financials | 1.26% | — | -4.96% | |
| 19 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.18% | -0.23% | +100.19% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.94% | +0.07% | +19.04% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.92% | +0.02% | +22.54% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | -0.22% | +4.73% | |
| 23 | ACN | Accenture plc | Stock-Tech | 0.81% | -0.05% | EXIT | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.79% | — | +19.22% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | +0.10% | +0.14% | |
| 26 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.67% | -0.10% | +19.83% | |
| 27 | GSID | Goldman Sachs Marketbeta Int | ETF-Commodities | 0.61% | -0.09% | +19.69% | |
| 28 | XYZ | Block Inc | Stock-Financials | 0.61% | — | +6.99% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.30% | +2.17% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | +0.02% | -8.01% | |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.55% | — | +3.44% | |
| 32 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-Other | 0.54% | -0.06% | +52.99% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.54% | +0.07% | +27.24% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | +0.03% | -1.27% | |
| 35 | COP | Conocophillips | Stock-Energy | 0.52% | -0.04% | +0.49% | |
| 36 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.48% | -0.04% | +19.57% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.09% | +2.59% | |
| 38 | REM | Ishares Mortgage Real Estate | ETF-Other | 0.45% | — | — | |
| 39 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.45% | — | +15.78% | |
| 40 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.44% | +0.06% | -8.49% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.43% | — | -2.90% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.43% | -0.05% | +4.49% | |
| 43 | MORT | Vaneck Mortgage Reit Income | ETF-Other | 0.42% | — | — | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.42% | +0.11% | -7.43% | |
| 45 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.40% | — | -47.23% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.40% | -0.07% | -8.06% | |
| 47 | JVAL | Jpmorgan US Value Factor ETF | ETF-Other | 0.40% | — | +55.27% | |
| 48 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.39% | -0.01% | -26.27% | |
| 49 | DIHP | Dimensional International Hi | ETF-Other | 0.38% | -0.07% | +20.71% | |
| 50 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.38% | -0.04% | +23.43% |
According to official SEC Form 13F filings, Drive Wealth Management, LLC reported a total U.S. public equity portfolio value of $561.0M across 317 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, BRK-A, VEA) accounted for 15.6% of total reported equity market value during Q1 2024.
During Q1 2024, Drive Wealth Management, LLC's top holdings by market value included IVV (7.9%)、BRK-A (5.9%)、VEA (5.0%). The largest single position, IVV, represented 7.9% of total portfolio value.
In Q1 2024, Drive Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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