Drive Wealth Management

Latest statistics and disclosures from Drive Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Drive Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Drive Wealth Management

Drive Wealth Management holds 161 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl A (BRK.A) 12.4 $13M -3% 32.00 406468.75
Vanguard Index Fds Total Stk Mkt (VTI) 5.7 $6.0M +38% 33k 179.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.2 $3.4M +16% 13k 266.99
Apple (AAPL) 3.0 $3.2M +44% 23k 138.20
Spdr Ser Tr Portfli Tips Etf (SPIP) 2.8 $2.9M -42% 115k 25.36
Microsoft Corporation (MSFT) 2.6 $2.7M +17% 12k 232.87
Amazon (AMZN) 2.2 $2.4M +2% 21k 112.98
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.9 $2.0M +23% 55k 36.36
Dimensional Etf Trust Us Equity Etf (DFUS) 1.7 $1.8M +115% 46k 38.82
Exxon Mobil Corporation (XOM) 1.4 $1.4M +14% 17k 87.34
Sunrun (RUN) 1.3 $1.4M 50k 27.59
ConocoPhillips (COP) 1.2 $1.3M +6% 13k 103.71
Alphabet Cap Stk Cl A (GOOGL) 1.2 $1.2M +2082% 13k 95.62
Dimensional Etf Trust Core Fixed Incom (DFCF) 1.2 $1.2M +233% 30k 40.93

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Dimensional Etf Trust Inflation Prote (DFIP) 1.1 $1.2M +241% 29k 40.64
Meta Platforms Cl A (META) 1.1 $1.2M +10% 8.7k 135.73
UnitedHealth (UNH) 1.1 $1.2M +13% 2.3k 504.97
JPMorgan Chase & Co. (JPM) 1.1 $1.2M +17% 11k 104.46
Direxion Shs Etf Tr Daily Sm Cp Bear (TZA) 1.1 $1.2M NEW 25k 46.03
Mastercard Incorporated Cl A (MA) 1.0 $1.1M -7% 3.8k 284.20
Alphabet Cap Stk Cl C (GOOG) 1.0 $1.1M +1978% 11k 96.14
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.0 $1.1M -2% 21k 50.16
Dimensional Etf Trust Short Duration F (DFSD) 1.0 $1.0M 23k 45.98
Vivint Smart Home Com Cl A (VVNT) 1.0 $1.0M -37% 155k 6.58
Abbott Laboratories (ABT) 0.9 $902k +4% 9.3k 96.79
Adobe Systems Incorporated (ADBE) 0.8 $821k -34% 3.0k 275.04
Home Depot (HD) 0.8 $814k -26% 3.0k 275.93
Dimensional Etf Trust Us Real Estate E (DFAR) 0.8 $804k +125% 39k 20.57
Visa Com Cl A (V) 0.7 $782k -9% 4.4k 177.57
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $773k +19% 11k 69.01
Cisco Systems (CSCO) 0.7 $770k 19k 39.98
Freeport-mcmoran CL B (FCX) 0.7 $718k +12% 26k 27.34
Ishares Tr Msci Emg Mkt Etf (EEM) 0.7 $717k +132% 21k 34.87
Charles Schwab Corporation (SCHW) 0.7 $697k 9.7k 71.86
Pfizer (PFE) 0.7 $684k +137% 16k 43.75
Hess (HES) 0.6 $681k +8% 6.2k 109.05
Coinbase Global Com Cl A (COIN) 0.6 $674k 11k 64.45
Tesla Motors (TSLA) 0.6 $673k +358% 2.5k 265.17
Chevron Corporation (CVX) 0.6 $635k +16% 4.4k 143.70
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $627k -17% 2.3k 267.61
Accenture Plc Ireland Shs Class A (ACN) 0.6 $622k -10% 2.4k 257.24
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.6 $614k +156% 31k 20.08
Phillips 66 (PSX) 0.6 $600k +7% 7.4k 80.70
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.6 $596k 2.3k 255.57
Raytheon Technologies Corp (RTX) 0.5 $576k -3% 7.0k 81.86
Wells Fargo & Company (WFC) 0.5 $570k +2% 14k 40.24
Ishares Tr Core S&p500 Etf (IVV) 0.5 $566k +3% 1.6k 358.68
Purecycle Technologies (PCT) 0.5 $565k +197% 70k 8.07
Nike CL B (NKE) 0.5 $555k -2% 6.6k 83.48
Proshares Tr Ii Ultra Bloomberg (BOIL) 0.5 $537k NEW 10k 53.70
Netflix (NFLX) 0.5 $536k +40% 2.3k 235.29
State Street Corporation (STT) 0.5 $532k +5% 8.7k 61.42
Philip Morris International (PM) 0.5 $495k -22% 5.9k 84.37
Spdr Gold Tr Gold Shs (GLD) 0.5 $487k +16% 3.2k 154.60
Abbvie (ABBV) 0.5 $484k +10% 3.6k 134.33
Tractor Supply Company (TSCO) 0.5 $483k NEW 2.6k 185.84
Ishares Tr Russell 2000 Etf (IWM) 0.5 $481k +75% 2.9k 164.84
Encana Corporation (OVV) 0.5 $480k 10k 46.04
Pioneer Natural Resources (PXD) 0.5 $477k +12% 2.2k 216.62
Bank of America Corporation (BAC) 0.5 $476k +18% 16k 30.19
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $467k -24% 5.8k 81.22
Novo-nordisk A S Adr (NVO) 0.4 $454k +9% 4.6k 99.67
Occidental Petroleum Corporation (OXY) 0.4 $452k +14% 7.3k 61.51
Nuveen Insured Tax-Free Adv Munici (NEA) 0.4 $452k -5% 42k 10.66
Laboratory Corp Amer Hldgs Com New (LH) 0.4 $449k NEW 2.2k 204.84
Lowe's Companies (LOW) 0.4 $443k -2% 2.4k 187.63
Lam Research Corporation (LRCX) 0.4 $443k -2% 1.2k 366.12
Procter & Gamble Company (PG) 0.4 $442k +42% 3.5k 126.14
Paypal Holdings (PYPL) 0.4 $431k +2% 5.0k 86.01
Marathon Petroleum Corp (MPC) 0.4 $430k 4.3k 99.38
Bristol Myers Squibb (BMY) 0.4 $427k -10% 6.0k 71.01
United Parcel Service CL B (UPS) 0.4 $425k +12% 2.6k 161.60
Walt Disney Company (DIS) 0.4 $425k +51% 4.5k 94.38
Cigna Corp (CI) 0.4 $424k -13% 1.5k 277.31
salesforce (CRM) 0.4 $421k -13% 2.9k 143.93
Johnson & Johnson (JNJ) 0.4 $401k +31% 2.5k 163.47
Ally Financial (ALLY) 0.4 $398k +3% 14k 27.87
Union Pacific Corporation (UNP) 0.4 $395k +14% 2.0k 194.97
Nuveen Div. Advantage Muni. Fund (NAD) 0.4 $393k -14% 36k 11.05
Celanese Corporation (CE) 0.4 $388k NEW 4.3k 90.32
Verizon Communications (VZ) 0.4 $387k -17% 10k 38.00
Teradyne (TER) 0.4 $380k NEW 5.1k 75.22
Shell Spon Ads (SHEL) 0.4 $372k +34% 7.5k 49.73
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.3 $364k 3.6k 101.53
Ishares Tr U.s. Tech Etf (IYW) 0.3 $359k 4.9k 73.33
Coca-Cola Company (KO) 0.3 $359k +15% 6.4k 56.46
Autodesk (ADSK) 0.3 $354k -21% 1.9k 186.91
Servicenow (NOW) 0.3 $353k -11% 934.00 377.94
Costco Wholesale Corporation (COST) 0.3 $352k +31% 746.00 471.85
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.3 $347k 10k 34.53
Applied Materials (AMAT) 0.3 $345k -46% 4.2k 81.81
FedEx Corporation (FDX) 0.3 $344k NEW 2.3k 148.66
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.3 $343k +2% 6.8k 50.09
Invesco Quality Municipal Inc Trust (IQI) 0.3 $341k -12% 37k 9.13
Merck & Co (MRK) 0.3 $332k +36% 3.8k 86.84
Pepsi (PEP) 0.3 $326k +33% 2.0k 163.41
Teucrium Commodity Tr Wheat Fd (WEAT) 0.3 $326k NEW 36k 9.16
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.3 $324k -6% 28k 11.43
Comcast Corp Cl A (CMCSA) 0.3 $323k -4% 11k 29.37
MetLife (MET) 0.3 $322k -6% 5.3k 60.74
Nuveen Insd Dividend Advantage (NVG) 0.3 $320k 27k 11.72
Moody's Corporation (MCO) 0.3 $316k -49% 1.3k 242.89
Federated Premier Municipal Income (FMN) 0.3 $316k +146% 30k 10.39
Humana (HUM) 0.3 $315k -12% 649.00 485.36
PG&E Corporation (PCG) 0.3 $314k -14% 25k 12.48
Fmc Corp Com New (FMC) 0.3 $313k -27% 2.9k 106.14
FirstEnergy (FE) 0.3 $309k -29% 8.3k 37.06
Wal-Mart Stores (WMT) 0.3 $305k NEW 2.4k 129.57
Qualcomm (QCOM) 0.3 $296k -58% 2.6k 113.06
Us Bancorp Del Com New (USB) 0.3 $293k +8% 7.2k 40.84
Blackrock Muniyield Insured Fund (MYI) 0.3 $290k +77% 28k 10.47
Centene Corporation (CNC) 0.3 $289k -21% 3.7k 77.73
Caterpillar (CAT) 0.3 $281k +30% 1.7k 163.75
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $278k 5.8k 48.21
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $278k 3.5k 80.23
Eli Lilly & Co. (LLY) 0.3 $270k NEW 835.00 323.35
Nextera Energy (NEE) 0.3 $265k +30% 3.4k 78.40
Williams Companies (WMB) 0.2 $258k -24% 9.0k 28.59
Oracle Corporation (ORCL) 0.2 $254k +19% 4.2k 61.04
American Intl Group Com New (AIG) 0.2 $251k -23% 5.3k 47.48
Robinhood Mkts Com Cl A (HOOD) 0.2 $250k 25k 10.11
Marriott Intl Cl A (MAR) 0.2 $248k NEW 1.8k 140.03
At&t (T) 0.2 $244k +10% 16k 15.31
General Dynamics Corporation (GD) 0.2 $243k +23% 1.1k 212.04
J.B. Hunt Transport Services (JBHT) 0.2 $243k +14% 1.6k 156.67
Corning Incorporated (GLW) 0.2 $240k -66% 8.3k 29.08
Mondelez Intl Cl A (MDLZ) 0.2 $237k +28% 4.3k 55.13
Western Asset Municipal Partners Fnd (MNP) 0.2 $237k +21% 21k 11.27
Barrick Gold Corp (GOLD) 0.2 $222k -9% 14k 15.50
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $221k 2.3k 95.80
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $221k +15% 8.8k 25.17
Truist Financial Corp equities (TFC) 0.2 $220k +7% 5.1k 43.49
Zoetis Cl A (ZTS) 0.2 $219k -16% 1.5k 148.17
Thermo Fisher Scientific (TMO) 0.2 $218k NEW 430.00 506.98
Stanley Black & Decker (SWK) 0.2 $214k 2.9k 75.09
CSX Corporation (CSX) 0.2 $210k -2% 7.9k 26.67
Unilever Spon Adr New (UL) 0.2 $208k NEW 4.8k 43.77
Gartner (IT) 0.2 $204k -26% 736.00 277.17
McDonald's Corporation (MCD) 0.2 $204k NEW 884.00 230.77
Amgen (AMGN) 0.2 $203k -3% 900.00 225.56
Mfs High Yield Mun Tr Sh Ben Int (CMU) 0.2 $180k -5% 60k 3.00
Qualtrics Intl Com Cl A (XM) 0.2 $180k NEW 18k 10.19
Eaton Vance Muni Income Trus Sh Ben Int (EVN) 0.2 $160k -32% 16k 9.74
Mfs Invt Grade Mun Tr Sh Ben Int (CXH) 0.1 $157k +13% 23k 6.73
Bny Mellon Mun Bd Infrastruc Com Shs (DMB) 0.1 $132k -2% 12k 11.46
Putnam Mun Opportunities Tr Sh Ben Int (PMO) 0.1 $121k NEW 12k 9.83
Blackrock Muniyield Quality Fund II (MQT) 0.1 $120k -19% 12k 10.13
Neuroone Med Technologies Com New (NMTC) 0.1 $113k 67k 1.70
BlackRock MuniVest Fund (MVF) 0.1 $106k NEW 16k 6.62
Technipfmc (FTI) 0.1 $102k -30% 12k 8.47
Invesco Advantage Mun Income Sh Ben Int (VKI) 0.1 $87k NEW 11k 8.13
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.1 $74k NEW 13k 5.53
Society Pass (SOPA) 0.1 $70k 45k 1.56
Mfs Mun Income Tr Sh Ben Int (MFM) 0.1 $68k NEW 14k 4.86
Ase Technology Hldg Sponsored Ads (ASX) 0.1 $57k NEW 11k 5.02
Banco Bradesco S A Sp Adr Pfd New (BBD) 0.0 $44k NEW 12k 3.68
Qurate Retail Com Ser A (QRTEA) 0.0 $35k -25% 17k 2.03
Mfs High Income Mun Tr Sh Ben Int (CXE) 0.0 $34k 10k 3.33
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $26k NEW 14k 1.80
Enel Chile Sponsored Adr (ENIC) 0.0 $24k NEW 17k 1.39
Vistagen Therapeutics Com New (VTGN) 0.0 $2.0k 10k 0.20

Past Filings by Drive Wealth Management

SEC 13F filings are viewable for Drive Wealth Management going back to 2021