Drive Wealth Management, LLC Top Holdings and 13F Report (2025)

About Drive Wealth Management, LLC

Investment Activity

Drive Wealth Management, LLC has $407.99 million in total holdings as of December 31, 2024.
Drive Wealth Management, LLC owns shares of 342 different stocks, but just 95 companies or ETFs make up 80% of its holdings.
Approximately 13.56% of the portfolio was purchased this quarter.
About 7.20% of the portfolio was sold this quarter.
This quarter, Drive Wealth Management, LLC has purchased 321 new stocks and bought additional shares in 165 stocks.
Drive Wealth Management, LLC sold shares of 105 stocks and completely divested from 45 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $29,892,338
Berkshire Hathaway: $22,470,360
Apple: $16,592,746
Vanguard FTSE Developed Markets ETF: $16,551,305
Vanguard FTSE Emerging Markets ETF: $11,968,764

Largest New Holdings this Quarter

GraniteShares 2x Long COIN Daily ETF: $7,613,818 Holding
Knife River: $2,061,666 Holding
NUTEX HEALTH INC: $1,121,921 Holding
ProShares UltraPro QQQ: $1,107,820 Holding
GRAYSCALE BITCOIN MINI TR ET: $966,820 Holding

Largest Purchases this Quarter

GraniteShares 2x Long COIN Daily ETF: 215,750 shares (about $7.61M)
JP Morgan BetaBuilders U.S. Equity ETF: 70,139 shares (about $7.43M)
PURECYCLE TECHNOLOGIES INC: 272,527 shares (about $2.79M)
Knife River: 20,284 shares (about $2.06M)
iShares Mortgage Real Estate ETF: 57,202 shares (about $1.22M)

Largest Sales this Quarter

iShares Core S&P 500 ETF: 7,976 shares (about $4.70M)
nCino: 93,447 shares (about $3.14M)
Vanguard FTSE Developed Markets ETF: 36,877 shares (about $1.76M)
Johnson & Johnson: 5,919 shares (about $855.95K)
iShares Russell 1000 Growth ETF: 1,704 shares (about $684.25K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$29,892,338	$4,695,273 ▼	-13.6%	50,779	7.3%	ETF
BRK.A Berkshire Hathaway	$22,470,360		0.0%	33	5.5%	Finance
AAPL Apple	$16,592,746	$691,657 ▲	4.3%	66,260	4.1%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$16,551,305	$1,763,457 ▼	-9.6%	346,117	4.1%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$11,968,764	$411,995 ▼	-3.3%	271,770	2.9%	ETF
NVDA NVIDIA	$10,930,341	$769,075 ▲	7.6%	81,394	2.7%	Computer and Technology
MSFT Microsoft	$10,635,293	$191,783 ▲	1.8%	25,232	2.6%	Computer and Technology
VO Vanguard Mid-Cap ETF	$10,571,671	$915,750 ▲	9.5%	40,024	2.6%	ETF
BBUS JP Morgan BetaBuilders U.S. Equity ETF	$8,511,681	$7,429,079 ▲	686.2%	80,360	2.1%	ETF
SRLN SPDR Blackstone Senior Loan ETF	$8,232,037	$778,432 ▲	10.4%	197,269	2.0%	ETF
SHV iShares Short Treasury Bond ETF	$7,854,000	$492,850 ▼	-5.9%	71,329	1.9%	ETF
GOVT iShares U.S. Treasury Bond ETF	$7,815,292	$604,167 ▲	8.4%	340,091	1.9%	ETF
GSY Invesco Ultra Short Duration ETF	$7,668,890	$521,996 ▼	-6.4%	153,041	1.9%	ETF
CONL GraniteShares 2x Long COIN Daily ETF	$7,613,818	$7,613,818 ▲	New Holding	215,750	1.9%	ETF
BRK.B Berkshire Hathaway	$7,389,889	$80,685 ▲	1.1%	16,303	1.8%	Finance
AMZN Amazon.com	$6,769,208	$256,025 ▲	3.9%	30,855	1.7%	Retail/Wholesale
GOOGL Alphabet	$4,492,410	$44,674 ▼	-1.0%	23,732	1.1%	Computer and Technology
META Meta Platforms	$4,453,359	$520,515 ▲	13.2%	7,606	1.1%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$4,363,062	$489,342 ▲	12.6%	37,867	1.1%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$4,099,160	$270,109 ▲	7.1%	51,067	1.0%	ETF
TSLA Tesla	$3,727,816	$340,030 ▲	10.0%	9,231	0.9%	Auto/Tires/Trucks
GOOG Alphabet	$3,427,539	$18,473 ▼	-0.5%	17,998	0.8%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$3,418,817	$2,318 ▼	-0.1%	11,797	0.8%	ETF
AVGO Broadcom	$3,218,919	$506,810 ▲	18.7%	13,884	0.8%	Computer and Technology
PURECYCLE TECHNOLOGIES INC	$3,157,277	$2,793,402 ▲	767.7%	308,027	0.8%	COM
MORT VanEck Mortgage REIT Income ETF	$3,141,928	$242,444 ▲	8.4%	295,850	0.8%	ETF
XOM Exxon Mobil	$3,067,199	$194,914 ▲	6.8%	28,514	0.8%	Oils/Energy
ACN Accenture	$2,922,796	$13,369 ▼	-0.5%	8,308	0.7%	Computer and Technology
GSIE Goldman Sachs ActiveBeta International Equity ETF	$2,590,169	$17,025 ▲	0.7%	77,590	0.6%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$2,423,356	$132,525 ▲	5.8%	30,812	0.6%	ETF
VOO Vanguard S&P 500 ETF	$2,366,836	$101,828 ▲	4.5%	4,393	0.6%	ETF
GSID Goldman Sachs MarketBeta International Equity ETF	$2,345,715	$28,798 ▲	1.2%	43,333	0.6%	ETF
JPM JPMorgan Chase & Co.	$2,237,815	$83,654 ▼	-3.6%	9,336	0.5%	Finance
REM iShares Mortgage Real Estate ETF	$2,122,098	$1,221,259 ▲	135.6%	99,396	0.5%	ETF
KNF Knife River	$2,061,666	$2,061,666 ▲	New Holding	20,284	0.5%	Construction
SQ Block	$2,017,245	$43,940 ▼	-2.1%	23,735	0.5%	Business Services
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF	$1,997,206	$23,556 ▲	1.2%	60,282	0.5%	ETF
LLY Eli Lilly and Company	$1,926,220	$142,826 ▲	8.0%	2,495	0.5%	Medical
ACP Abrdn Income Credit Strategies Fund	$1,862,130	$362,469 ▲	24.2%	307,917	0.5%	Financial Services
PDI PIMCO Dynamic Income Fund	$1,861,744	$294,820 ▲	18.8%	100,381	0.5%	Financial Services
DGRO iShares Core Dividend Growth ETF	$1,816,993	$140,038 ▲	8.4%	29,622	0.4%	ETF
WFC Wells Fargo & Company	$1,754,001	$57,806 ▲	3.4%	24,972	0.4%	Finance
TSM Taiwan Semiconductor Manufacturing	$1,731,967	$231,879 ▼	-11.8%	8,754	0.4%	Computer and Technology
VTEB Vanguard Tax-Exempt Bond ETF	$1,674,453	$21,656 ▲	1.3%	33,402	0.4%	ETF
V Visa	$1,606,103	$187,726 ▲	13.2%	5,082	0.4%	Business Services
BGX Blackstone / GSO Long-Short Credit Income Fund	$1,585,161	$260,714 ▲	19.7%	126,484	0.4%	Financial Services
UNH UnitedHealth Group	$1,551,990	$68,292 ▲	4.6%	3,068	0.4%	Medical
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund	$1,534,211	$33,443 ▲	2.2%	50,279	0.4%	Finance
HD Home Depot	$1,529,797	$29,561 ▲	2.0%	3,933	0.4%	Retail/Wholesale
WMT Walmart	$1,526,675	$33,324 ▲	2.2%	16,859	0.4%	Retail/Wholesale
FSK FS KKR Capital	$1,488,077	$280,274 ▼	-15.8%	68,512	0.4%	Finance
PXH Invesco FTSE RAFI Emerging Markets ETF	$1,459,524	$28,426 ▲	2.0%	71,266	0.4%	ETF
PG Procter & Gamble	$1,454,685	$118,695 ▲	8.9%	8,677	0.4%	Consumer Staples
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$1,445,410	$210,148 ▲	17.0%	25,435	0.4%	ETF
COP ConocoPhillips	$1,433,222	$99,469 ▼	-6.5%	14,452	0.4%	Oils/Energy
PXF Invesco FTSE RAFI Developed Markets ex-U.S. ETF	$1,407,111	$14,463 ▲	1.0%	29,382	0.3%	ETF
DIHP Dimensional International High Profitability ETF	$1,403,417	$11,454 ▼	-0.8%	55,625	0.3%	ETF
JEPI JPMorgan Equity Premium Income ETF	$1,367,764	$213,490 ▲	18.5%	23,615	0.3%	ETF
MA Mastercard	$1,349,756	$16,852 ▲	1.3%	2,563	0.3%	Business Services
NFLX Netflix	$1,349,546	$9,805 ▲	0.7%	1,514	0.3%	Consumer Discretionary
RA Brookfield Real Assets Income Fund	$1,332,325	$218,702 ▲	19.6%	100,024	0.3%	Financial Services
IHDG WisdomTree International Hedged Quality Dividend Growth Fund	$1,294,704	$72,122 ▲	5.9%	29,710	0.3%	Finance
DEM WisdomTree Emerging Markets High Dividend Fund	$1,293,851	$134,467 ▲	11.6%	31,955	0.3%	Finance
SVOL Simplify Volatility Premium ETF	$1,244,021	$234,825 ▲	23.3%	59,837	0.3%	ETF
COST Costco Wholesale	$1,219,068	$54,079 ▲	4.6%	1,330	0.3%	Retail/Wholesale
IWF iShares Russell 1000 Growth ETF	$1,209,489	$684,253 ▼	-36.1%	3,012	0.3%	ETF
NCNO nCino	$1,192,392	$3,137,950 ▼	-72.5%	35,509	0.3%	Computer and Technology
ORCL Oracle	$1,159,505	$11,165 ▲	1.0%	6,958	0.3%	Computer and Technology
DFUS Dimensional U.S. Equity ETF	$1,144,732	$184,616 ▼	-13.9%	17,957	0.3%	ETF
NUTEX HEALTH INC	$1,121,921	$1,121,921 ▲	New Holding	35,403	0.3%	COM
TQQQ ProShares UltraPro QQQ	$1,107,820	$1,107,820 ▲	New Holding	14,000	0.3%	ETF
ABBV AbbVie	$1,093,371	$94,713 ▲	9.5%	6,153	0.3%	Medical
HON Honeywell International	$1,086,360	$28,915 ▼	-2.6%	4,809	0.3%	Multi-Sector Conglomerates
SPYG SPDR Portfolio S&P 500 Growth ETF	$1,082,255	$156,203 ▲	16.9%	12,312	0.3%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$1,049,556	$86,721 ▲	9.0%	5,894	0.3%	ETF
CAT Caterpillar	$1,034,445	$8,342 ▲	0.8%	2,852	0.3%	Industrial Products
QCOM QUALCOMM	$979,765	$51,308 ▼	-5.0%	6,378	0.2%	Computer and Technology
CSCO Cisco Systems	$968,966	$47,300 ▼	-4.7%	16,368	0.2%	Computer and Technology
GRAYSCALE BITCOIN MINI TR ET	$966,820	$966,820 ▲	New Holding	23,091	0.2%	SHS NEW
GDX VanEck Gold Miners ETF	$964,999	$764,424 ▲	381.1%	28,458	0.2%	ETF
MBLY Mobileye Global	$950,443	$950,443 ▲	New Holding	47,713	0.2%	Auto/Tires/Trucks
SBUX Starbucks	$930,292	$17,337 ▼	-1.8%	10,195	0.2%	Retail/Wholesale
ALIGOS THERAPEUTICS INC	$916,320	$916,320 ▲	New Holding	23,000	0.2%	COM NEW
TMO Thermo Fisher Scientific	$910,093	$187,326 ▼	-17.1%	1,749	0.2%	Medical
CVX Chevron	$909,739	$48,956 ▼	-5.1%	6,281	0.2%	Oils/Energy
SPYV SPDR Portfolio S&P 500 Value ETF	$894,076	$256 ▲	0.0%	17,483	0.2%	ETF
FICO Fair Isaac	$885,964	$5,973 ▼	-0.7%	445	0.2%	Computer and Technology
KREF KKR Real Estate Finance Trust	$876,835	$139,022 ▲	18.8%	84,718	0.2%	Finance
CRM Salesforce	$849,162	$34,810 ▲	4.3%	2,537	0.2%	Computer and Technology
BAC Bank of America	$839,136	$20,920 ▲	2.6%	19,093	0.2%	Finance
NOW ServiceNow	$834,844	$2,119 ▲	0.3%	788	0.2%	Computer and Technology
QQQ Invesco QQQ	$819,426	$24,026 ▲	3.0%	1,603	0.2%	Finance
PSX Phillips 66	$815,380	$20,621 ▲	2.6%	7,157	0.2%	Oils/Energy
MRK Merck & Co., Inc.	$791,179	$35,061 ▲	4.6%	7,898	0.2%	Medical
VLO Valero Energy	$783,622	$73,434 ▲	10.3%	6,392	0.2%	Oils/Energy
QGRW WisdomTree U.S. Quality Growth Fund	$771,809	$14,187 ▲	1.9%	15,668	0.2%	ETF
SPY SPDR S&P 500 ETF Trust	$758,088	$16,442 ▼	-2.1%	1,291	0.2%	Finance
ABT Abbott Laboratories	$743,304	$5,655 ▲	0.8%	6,572	0.2%	Medical
USB U.S. Bancorp	$728,476	$40,543 ▼	-5.3%	15,183	0.2%	Finance
XLE Energy Select Sector SPDR Fund	$727,684	$240,962 ▲	49.5%	8,495	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Drive Wealth Management, LLC Top Holdings and 13F Report (2025)

About Drive Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Drive Wealth Management, LLC Top Holdings and 13F Report (2025)

About Drive Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofDrive Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools