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CIK: 0001952781
Total reported value
$561.0M
$561.0M
342 檔
17.4%
The Q4 2024 SEC filing reveals that Drive Wealth Management, LLC held a total portfolio value of $561.0M, covering 342 public equity positions.
Drive Wealth Management, LLC executed strategic sector rebalancing during Q4 2024, establishing 12 new positions while fully exiting 9 holdings and trimming 15 positions.
Showing top 200 holdings (of 342 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.33% | -0.66% | -13.57% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 5.51% | — | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.07% | +0.07% | +4.35% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.06% | -0.40% | -9.63% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.93% | -0.22% | -3.33% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.68% | +0.09% | +7.57% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.61% | -0.31% | +1.84% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.59% | -0.41% | +9.48% | |
| 9 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 2.09% | +0.70% | +686.22% | |
| 10 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 2.02% | -0.23% | +10.44% | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.93% | — | -5.90% | |
| 12 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.92% | — | +8.38% | |
| 13 | GSY | Invesco Ultra Short Duration | ETF-Other | 1.88% | — | -6.37% | |
| 14 | CONL | Granitesh 2x Lng Coin Etf-us | ETF-Other | 1.87% | — | — | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.81% | -0.07% | +1.10% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.66% | +0.01% | +3.93% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.10% | +0.07% | -0.98% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.09% | -0.22% | +13.24% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.07% | +0.02% | +12.63% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.00% | — | +7.05% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.91% | +0.03% | +10.04% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.84% | +0.10% | -0.54% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.84% | -0.07% | -0.07% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.79% | +0.11% | +18.69% | |
| 25 | PCT | Purecycle Technologies Inc | Stock-Other | 0.77% | -0.03% | EXIT | |
| 26 | MORT | Vaneck Mortgage Reit Income | ETF-Other | 0.77% | — | +8.36% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.75% | -0.30% | +6.79% | |
| 28 | ACN | Accenture plc | Stock-Tech | 0.72% | -0.05% | EXIT | |
| 29 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.63% | -0.10% | +0.66% | |
| 30 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.59% | — | +5.79% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.03% | +4.50% | |
| 32 | GSID | Goldman Sachs Marketbeta Int | ETF-Commodities | 0.57% | -0.09% | +1.24% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | +0.02% | -3.60% | |
| 34 | REM | Ishares Mortgage Real Estate | ETF-Other | 0.52% | — | +135.57% | |
| 35 | KNF | Knife River CORP | Stock-Materials | 0.51% | — | — | |
| 36 | XYZ | Block Inc | Stock-Financials | 0.49% | — | -2.13% | |
| 37 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.49% | -0.04% | +1.19% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.47% | +0.09% | +8.01% | |
| 39 | ACP | Abrdn Income Credit Strat | Stock-Other | 0.46% | — | +24.17% | |
| 40 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.46% | — | +18.82% | |
| 41 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.45% | -0.04% | +8.35% | |
| 42 | WFC | Wells Fargo & Co | Stock-Financials | 0.43% | -0.05% | +3.41% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.42% | +0.06% | -11.81% | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.41% | — | +1.31% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.39% | +0.03% | +13.24% | |
| 46 | BGX | Blackstone Long-short Credit | Stock-Other | 0.39% | — | +19.68% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.38% | +0.07% | +4.60% | |
| 48 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.38% | -0.01% | +2.23% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.37% | -0.07% | +1.97% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.37% | -0.13% | +2.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CONL | Granitesh 2x Lng Coin Etf-us | +1.9% | NEW | New buy |
| 2 | BBUS | Jpmorgan Betabuilders US Equ | +1.8% | +686.22% | Add |
| 3 | PCT | Purecycle Technologies Inc | +0.7% | +767.68% | Add |
| 4 | KNF | Knife River CORP | +0.5% | NEW | New buy |
| 5 | TSLA | Tesla Inc | +0.3% | +10.04% | Add |
| 6 | NVDA | Nvidia CORP | +0.3% | +7.57% | Add |
| 7 | NUTX | Nutex Health Inc | +0.3% | NEW | New buy |
| 8 | TQQQ | Proshares Ultrapro Qqq | +0.3% | NEW | New buy |
| 9 | AVGO | Broadcom Inc | +0.3% | +18.69% | Add |
| 10 | REM | Ishares Mortgage Real Estate | +0.3% | +135.57% | Add |
| 11 | BTC | Grayscale Bitcoin Mini ETF | +0.2% | NEW | New buy |
| 12 | MBLY | Mobileye Global Inc-a | +0.2% | NEW | New buy |
| 13 | AAPL | Apple Inc | +0.2% | +4.35% | Add |
| 14 | AMZN | Amazon.com Inc | +0.2% | +3.93% | Add |
| 15 | ALGS | Aligos Therapeutics Inc | +0.2% | NEW | New buy |
| 16 | GDX | Vaneck Gold Miners ETF | +0.2% | +381.12% | Add |
| 17 | ANET | Arista Networks Inc | +0.2% | NEW | New buy |
| 18 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 19 | GLD | Spdr Gold Shares | +0.1% | NEW | New buy |
| 20 | CEIXEUR | Consol Energy Inc | +0.1% | NEW | New buy |
| 21 | ABX | Barrick Gold CORP | +0.1% | NEW | New buy |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +13.24% | Add |
| 23 | VO | Vanguard Mid-cap ETF | +0.1% | +9.48% | Add |
| 24 | SRLN | Ss Blackstone Sr Loan ETF | +0.1% | +10.44% | Add |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.98% | Trim |
| 26 | IJR | Ishares Core S&p Small-cap E | +0.1% | +12.63% | Add |
| 27 | GOOG | Alphabet Inc-cl C | +0.1% | -0.54% | Trim |
| 28 | GOVT | Ishares US Treasury Bond ETF | — | +8.38% | Add |
| 29 | ITOT | Ishares Core S&p Total U.s. | -0.1% | EXIT | Sold out |
| 30 | MDLZ | Mondelez International Inc-a | -0.1% | EXIT | Sold out |
| 31 | FNV | Franco-nevada CORP | -0.1% | EXIT | Sold out |
| 32 | ALGT | Allegiant Travel Co | -0.1% | EXIT | Sold out |
| 33 | TMO | Thermo Fisher Scientific Inc | -0.1% | -17.07% | Trim |
| 34 | IEF | Ishares 7-10 Year Treasury B | -0.1% | EXIT | Sold out |
| 35 | PEP | Pepsico Inc | -0.1% | -62.31% | Trim |
| 36 | ELV | Elevance Health Inc | -0.1% | EXIT | Sold out |
| 37 | QUS | Ss Spdr Msci U Stratfact ETF | -0.2% | EXIT | Sold out |
| 38 | RUN | Sunrun Inc | -0.2% | -44.60% | Trim |
| 39 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -28.31% | Trim |
| 40 | BLKCHF | Blackrock Inc | -0.2% | EXIT | Sold out |
| 41 | ANETEUR | Arista Networks Inc | -0.2% | EXIT | Sold out |
| 42 | IWF | Ishares Russell 1000 Growth | -0.2% | -36.13% | Trim |
| 43 | EDV | Vanguard Extended Dur Treas | -0.2% | -73.57% | Trim |
| 44 | GSY | Invesco Ultra Short Duration | -0.3% | -6.37% | Trim |
| 45 | SHV | Ishares 0-1 Year Treasury Bo | -0.3% | -5.90% | Trim |
| 46 | JNJ | Johnson & Johnson | -0.3% | -58.71% | Trim |
| 47 | VWO | Vanguard Ftse Emerging Marke | -0.6% | -3.33% | Trim |
| 48 | NCNO | Ncino Inc | -0.8% | -72.46% | Trim |
| 49 | VEA | Vanguard Ftse Developed ETF | -1.2% | -9.63% | Trim |
| 50 | IVV | Ishares Core S&p 500 ETF | -1.5% | -13.57% | Trim |
According to official SEC Form 13F filings, Drive Wealth Management, LLC reported a total U.S. public equity portfolio value of $561.0M across 342 disclosed positions in Q4 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, AAPL) accounted for 17.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
CONL
市值: $7.6M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $604.8K
During Q4 2024, Drive Wealth Management, LLC's top holdings by market value included IVV (7.3%)、BRK-A (5.5%)、AAPL (4.1%). The largest single position, IVV, represented 7.3% of total portfolio value.
In Q4 2024, Drive Wealth Management, LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 14 positions, trimming 15 holdings, and fully liquidating 9 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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