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DRIVE WEALTH MANAGEMENT, LLC

13F
DRIVE WEALTH MANAGEMENT, LLC
Last update 2025-05-07 324 Stocks (53 new)
Value $426.00 Mil Turnover 20 %
Countries:
Top Holdings: IVV(6.26%)VEA(4.24%)BRK.A(4.13%)AAPL(3.54%)VWO(2.94%)
Summary Stock Picks Current Portfolio
DRIVE WEALTH MANAGEMENT, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
47,402
26,635.5
-6.65%
6.260
-0.49%
0.000
+23.20%
+8.41%
638,090.5
 
VEA
Vanguard FTSE Developed Markets ETF
354,700
18,029.4
+2.48%
4.240
+0.10%
0.010
+13.94%
+20.90%
158,874.1
 
BRK.A
Berkshire Hathaway Inc
22
17,565.7
-33.33%
4.130
-1.84%
0.000
-5.80%
+5.20%
1,030,023.3
Insurance
AAPL
Apple Inc
67,838
15,068.8
+2.38%
3.540
+0.08%
0.000
+10.33%
-14.81%
3,178,791.9
Hardware
VWO
Vanguard FTSE Emerging Markets ETF
276,761
12,526.2
+1.84%
2.940
+0.05%
0.020
+17.56%
+15.83%
87,510.4
 
BBUS
JPMorgan BetaBuilders U.S. Equity ETF
JPMorgan BetaBuilders U.S. Equity ETF
112,547
11,354.9
+40.05%
2.670
+0.76%
0.260
+23.55%
+8.58%
5,141.2
 
VO
Vanguard Mid-Cap ETF
41,158
10,644.4
+2.83%
2.500
+0.07%
0.010
+19.14%
+8.77%
80,602.6
 
NVDA
NVIDIA Corp
94,701
10,264.6
+16.35%
2.410
+0.34%
0.000
+78.21%
+28.62%
4,211,487.2
Semiconductors
MSFT
Microsoft Corp
26,348
9,890.6
+4.42%
2.320
+0.10%
0.000
+42.36%
+21.54%
3,792,975.8
Software
BRK.B
Berkshire Hathaway Inc
16,934
9,018.8
+3.87%
2.120
+0.08%
0.000
-5.84%
+5.30%
1,029,891.6
Insurance

DRIVE WEALTH MANAGEMENT, LLC's Historical Top Holdings Breakdowns

DRIVE WEALTH MANAGEMENT, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CONL
GraniteShares 2x Long COIN Daily ETF
GraniteShares 2x Long COIN Daily ETF
2025-03-31
Sold Out
Sold Out
-1.87%
●
13.86 ($32.15) 49.4
$66.95
108.25%
Sold Out
0
-215,750
BRK.A
Berkshire Hathaway Inc
2025-03-31
Reduce
Reduce
-1.84%
●
663000 ($729331) 801950
$716,352.22
-1.78%
Reduce -33.33%
22
-11
EFV
iShares MSCI EAFE Value ETF
2025-03-31
New Buy
New Buy
+1.23%
●
51.88 ($56.57) 60.73
$63.72
12.64%
New holding
89,076
89,076
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
iShares iBonds Dec 2025 Term Corporate ETF
2025-03-31
New Buy
New Buy
+0.95%
●
25.05 ($25.11) 25.16
$25.15
0.16%
New holding
160,691
160,691
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
iShares iBonds Dec 2026 Term Corporate ETF
2025-03-31
New Buy
New Buy
+0.94%
●
24.05 ($24.13) 24.21
$24.21
0.33%
New holding
166,091
166,091
BBUS
JPMorgan BetaBuilders U.S. Equity ETF
JPMorgan BetaBuilders U.S. Equity ETF
2025-03-31
Add
Add
+0.76%
●
99.5 ($106.33) 110.96
$114.38
7.57%
Add 40.05%
112,547
32,187
PCT
PureCycle Technologies Inc
2025-03-31
Reduce
Reduce
-0.66%
●
6.92 ($8.99) 10.9
$16.89
87.88%
Reduce -85.8%
43,755
-264,272
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
iShares iBonds Dec 2025 Term Treasury ETF
2025-03-31
New Buy
New Buy
+0.60%
●
23.29 ($23.34) 23.38
$23.34
0%
New holding
109,576
109,576
KNF
Knife River Holding Co
2025-03-31
Sold Out
Sold Out
-0.51%
●
87.45 ($97.42) 107.31
$80.99
-16.87%
Sold Out
0
-20,284
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.49%
●
554.06 ($590.51) 615.85
$634.22
7.40%
Reduce -6.65%
47,402
-3,377

DRIVE WEALTH MANAGEMENT, LLC Total Holding History ($B)

To

DRIVE WEALTH MANAGEMENT, LLC's Asset Allocation

To

DRIVE WEALTH MANAGEMENT, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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DRIVE WEALTH MANAGEMENT, LLC's Hypothetical Growth since 2025-03-31

DRIVE WEALTH MANAGEMENT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

DRIVE WEALTH MANAGEMENT, LLC's Holdings Heat Map

Size field:

DRIVE WEALTH MANAGEMENT, LLC's Holdings Bubble Chart

DRIVE WEALTH MANAGEMENT, LLC News

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