Drive Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 22, 2025), Drive Wealth Management, LLC reported 342 stock positions worth $408.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 7.3% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 5.5%) and Apple (AAPL, 4.1%). Compared with Q3 2024, it opened 64 new positions, sold out of 43, added to 163 and reduced 109. The biggest buy was a new position in Granitesh 2X LNG Coin ETF-US (CONL) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- LEHI, UT
- CIK
- 0001952781
- Portfolio Value
- $408.0M (Q4 2024)
- SEC Filing
- 0001754960-25-000055 ↗ filed Jan 22, 2025
Holdings Value
Holdings 342 stocks · $408.0M
| IVV iShares Core S&P 500 ETF | 7.33% | 50,779 | $29.9M | Reduce -13.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 5.51% | 33 | $22.5M | No change |
| AAPL Apple Inc. | 4.07% | 66,260 | $16.6M | Add +4.3% |
| VEA Vanguard Ftse Developed ETF | 4.06% | 346,117 | $16.6M | Reduce -9.6% |
| VWO Vanguard Ftse Emerging Marke | 2.93% | 271,770 | $12.0M | Reduce -3.3% |
| NVDA Nvidia Corp. | 2.68% | 81,394 | $10.9M | Add +7.6% |
| MSFT Microsoft Corp. | 2.61% | 25,232 | $10.6M | Add +1.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.59% | 40,024 | $10.6M | Add +9.5% |
| BBUS JPMorgan Betabuilders US Equ | 2.09% | 80,360 | $8.5M | Add +686.2% |
| SRLN SS Blackstone Sr Loan ETF | 2.02% | 197,269 | $8.2M | Add +10.4% |
| SHV iShares 0-1 Year Treasury Bo | 1.93% | 71,329 | $7.9M | Reduce -5.9% |
| GOVT iShares US Treasury Bond ETF | 1.92% | 340,091 | $7.8M | Add +8.4% |
| GSY Invesco Ultra Short Duration | 1.88% | 153,041 | $7.7M | Reduce -6.4% |
| CONL Granitesh 2X LNG Coin ETF-US | 1.87% | 215,750 | $7.6M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 1.81% | 16,303 | $7.4M | Add +1.1% |
| AMZN Amazon.com Inc. | 1.66% | 30,855 | $6.8M | Add +3.9% |
| GOOGL Alphabet Inc. Class A | 1.10% | 23,732 | $4.5M | Reduce -1.0% |
| META Meta Platforms Inc. Class A | 1.09% | 7,606 | $4.5M | Add +13.2% |
| IJR iShares Core S&P Small-Cap E | 1.07% | 37,867 | $4.4M | Add +12.6% |
| VCIT Vanguard Int-Term Corporate | 1.00% | 51,067 | $4.1M | Add +7.0% |
| TSLA Tesla Inc. | 0.91% | 9,231 | $3.7M | Add +10.0% |
| GOOG Alphabet Inc. Class C | 0.84% | 17,998 | $3.4M | Reduce -0.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.84% | 11,797 | $3.4M | Reduce -0.1% |
| AVGO Broadcom Inc. | 0.79% | 13,884 | $3.2M | Add +18.7% |
| PCT Purecycle Technologies Inc. | 0.77% | 308,027 | $3.2M | Add +767.7% |
| MORT Vaneck Mortgage REIT Income | 0.77% | 295,850 | $3.1M | Add +8.4% |
| XOM Exxon Mobil Corp. | 0.75% | 28,514 | $3.1M | Add +6.8% |
| ACN Accenture PLC Class A | 0.72% | 8,308 | $2.9M | Reduce -0.5% |
| GSIE Goldman Sachs Activebeta Int | 0.63% | 77,590 | $2.6M | Add +0.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.59% | 30,812 | $2.4M | Add +5.8% |
| VOO Vanguard S&P 500 ETF | 0.58% | 4,393 | $2.4M | Add +4.5% |
| GSID Goldman Sachs Marketbeta Int | 0.57% | 43,333 | $2.3M | Add +1.2% |
| JPM JPMorgan Chase & Co. | 0.55% | 9,336 | $2.2M | Reduce -3.6% |
| REM iShares Mortgage Real Estate | 0.52% | 99,396 | $2.1M | Add +135.6% |
| KNF Knife River Corp. | 0.51% | 20,284 | $2.1M | New |
| XYZ Block Inc. | 0.49% | 23,735 | $2.0M | Reduce -2.1% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.49% | 60,282 | $2.0M | Add +1.2% |
| LLY Eli Lilly & Co. | 0.47% | 2,495 | $1.9M | Add +8.0% |
| ACP Abrdn Income Credit Strat | 0.46% | 307,917 | $1.9M | Add +24.2% |
| PDI PIMCO Dynamic Income Fund | 0.46% | 100,381 | $1.9M | Add +18.8% |
| DGRO iShares Core Dividend Growth | 0.45% | 29,622 | $1.8M | Add +8.3% |
| WFC Wells Fargo & Co. | 0.43% | 24,972 | $1.8M | Add +3.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.42% | 8,754 | $1.7M | Reduce -11.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.41% | 33,402 | $1.7M | Add +1.3% |
| V Visa Inc. Class A | 0.39% | 5,082 | $1.6M | Add +13.2% |
| BGX Blackstone Long-Short Credit | 0.39% | 126,484 | $1.6M | Add +19.7% |
| UNH Unitedhealth Group Inc. | 0.38% | 3,068 | $1.6M | Add +4.6% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.38% | 50,279 | $1.5M | Add +2.2% |
| HD Home Depot Inc. | 0.38% | 3,933 | $1.5M | Add +2.0% |
| WMT Walmart Inc. | 0.37% | 16,859 | $1.5M | Add +2.2% |
| FSK FS KKR Capital Corp. | 0.36% | 68,512 | $1.5M | Reduce -15.8% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.36% | 71,266 | $1.5M | Add +2.0% |
| PG The Procter & Gamble Co. | 0.36% | 8,677 | $1.5M | Add +8.9% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.35% | 25,435 | $1.4M | Add +17.0% |
| COP Conocophillips | 0.35% | 14,452 | $1.4M | Reduce -6.5% |
| PXF Invesco Rafi Developed Marke | 0.34% | 29,382 | $1.4M | Add +1.0% |
| DIHP Dimensional International Hi | 0.34% | 55,625 | $1.4M | Reduce -0.8% |
| JEPI JPMorgan Equity Premium Inco | 0.34% | 23,615 | $1.4M | Add +18.5% |
| MA Mastercard Inc. Class A | 0.33% | 2,563 | $1.3M | Add +1.3% |
| NFLX Netflix Inc. | 0.33% | 1,514 | $1.3M | Add +0.7% |
| RA Brookfield Real Assets Incom | 0.33% | 100,024 | $1.3M | Add +19.6% |
| IHDG Wisdomtree International Hed | 0.32% | 29,710 | $1.3M | Add +5.9% |
| DEM Wisdomtree Emerging Markets | 0.32% | 31,955 | $1.3M | Add +11.6% |
| SVOL Simplify Volatility Premium | 0.30% | 59,837 | $1.2M | Add +23.3% |
| COST Costco Wholesale Corp. | 0.30% | 1,330 | $1.2M | Add +4.6% |
| IWF iShares Russell 1000 Growth | 0.30% | 3,012 | $1.2M | Reduce -36.1% |
| NCNO Ncino Inc. | 0.29% | 35,509 | $1.2M | Reduce -72.5% |
| ORCL Oracle Corp. | 0.28% | 6,958 | $1.2M | Add +1.0% |
| DFUS Dimensional US Eq MKT ETF | 0.28% | 17,957 | $1.1M | Reduce -13.9% |
| NUTX Nutex Health Inc. | 0.28% | 35,403 | $1.1M | New |
| TQQQ Proshares Ultrapro QQQ | 0.27% | 14,000 | $1.1M | New |
| ABBV Abbvie Inc. | 0.27% | 6,153 | $1.1M | Add +9.5% |
| HON Honeywell International Inc. | 0.27% | 4,809 | $1.1M | Reduce -2.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.27% | 12,312 | $1.1M | Add +16.9% |
| QUAL iShares MSCI USA Quality Fac | 0.26% | 5,894 | $1.0M | Add +9.0% |
| CAT Caterpillar Inc. | 0.25% | 2,852 | $1.0M | Add +0.8% |
| QCOM Qualcomm Inc. | 0.24% | 6,378 | $980K | Reduce -5.0% |
| CSCO Cisco Systems Inc. | 0.24% | 16,368 | $969K | Reduce -4.7% |
| BTC Grayscale Bitcoin Mini ETF | 0.24% | 23,091 | $967K | New |
| GDX Vaneck Gold Miners ETF | 0.24% | 28,458 | $965K | Add +381.1% |
| MBLY Mobileye Global Inc. Class A | 0.23% | 47,713 | $950K | New |
| SBUX Starbucks Corp. | 0.23% | 10,195 | $930K | Reduce -1.8% |
| ALGS Aligos Therapeutics Inc. | 0.22% | 23,000 | $916K | New |
| TMO Thermo Fisher Scientific Inc. | 0.22% | 1,749 | $910K | Reduce -17.1% |
| CVX Chevron Corp. | 0.22% | 6,281 | $910K | Reduce -5.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.22% | 17,483 | $894K | Add +0.0% |
| FICO Fair Isaac Corp. | 0.22% | 445 | $886K | Reduce -0.7% |
| KREF KKR Real Estate Finance Trus | 0.21% | 84,718 | $877K | Add +18.8% |
| CRM Salesforce Inc. | 0.21% | 2,537 | $849K | Add +4.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.21% | 19,093 | $839K | Add +2.6% |
| NOW ServiceNow Inc. | 0.20% | 788 | $835K | Add +0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.20% | 1,603 | $819K | Add +3.0% |
| PSX Phillips 66 | 0.20% | 7,157 | $815K | Add +2.6% |
| MRK Merck & Co. Inc. | 0.19% | 7,898 | $791K | Add +4.6% |
| VLO Valero Energy Corp. | 0.19% | 6,392 | $784K | Add +10.3% |
| QGRW Wisdomtree US Quality Growth | 0.19% | 15,668 | $772K | Add +1.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.19% | 1,291 | $758K | Reduce -2.1% |
| ABT Abbott Laboratories | 0.18% | 6,572 | $743K | Add +0.8% |
| USB US Bancorp | 0.18% | 15,183 | $728K | Reduce -5.3% |
| XLE SS Energy Select Sector | 0.18% | 8,495 | $728K | Add +49.5% |
Portfolio Sells Q3 2024 → Q4 2024
| IVV iShares Core S&P 500 ETF | Reduce -13.6% | 7.33% | −1.50 |
| VEA Vanguard Ftse Developed ETF | Reduce -9.6% | 4.06% | −1.21 |
| NCNO Ncino Inc. | Reduce -72.5% | 0.29% | −0.77 |
| VWO Vanguard Ftse Emerging Marke | Reduce -3.3% | 2.93% | −0.57 |
| JNJ Johnson & Johnson | Reduce -58.7% | 0.15% | −0.28 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -5.9% | 1.93% | −0.26 |
| GSY Invesco Ultra Short Duration | Reduce -6.4% | 1.88% | −0.26 |
| EDV Vanguard Extended Dur Treas | Reduce -73.6% | 0.05% | −0.19 |
| IWF iShares Russell 1000 Growth | Reduce -36.1% | 0.30% | −0.16 |
| RUN Sunrun Inc. | Reduce -44.6% | 0.05% | −0.15 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -28.3% | 0.14% | −0.15 |
| QUS SS SPDR MSCI U Stratfact ETF | Sold out | 0.00% | −0.15 |
| PEP Pepsico Inc. | Reduce -62.3% | 0.06% | −0.13 |
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −0.13 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.13 |
| ALGT Allegiant Travel Co. | Sold out | 0.00% | −0.12 |
| TMO Thermo Fisher Scientific Inc. | Reduce -17.1% | 0.22% | −0.12 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.11 |
| FNV Franco-Nevada Corp. | Sold out | 0.00% | −0.11 |
| ITOT iShares Core S&P Total U.S. | Sold out | 0.00% | −0.10 |
| AMAT Applied Materials Inc. | Reduce -31.4% | 0.11% | −0.10 |
| TD Toronto-Dominion Bank | Sold out | 0.00% | −0.10 |
| NKE Nike Inc. Class B | Reduce -20.3% | 0.16% | −0.09 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.08 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.08 |
| ULS Ul Solutions Inc. Class A | Sold out | 0.00% | −0.08 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.08 |
| AMPY Amplify Energy Corp. | Sold out | 0.00% | −0.07 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Sold out | 0.00% | −0.07 |
| COP Conocophillips | Reduce -6.5% | 0.35% | −0.07 |
| SCCO Southern Copper Corp. | Reduce -17.0% | 0.12% | −0.07 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.07 |
| UNP Union Pacific Corp. | Reduce -30.2% | 0.11% | −0.07 |
| FSK FS KKR Capital Corp. | Reduce -15.8% | 0.36% | −0.07 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.07 |
| VGIT Vanguard Intermediate-Term T | Sold out | 0.00% | −0.07 |
| AMD Advanced Micro Devices | Reduce -2.1% | 0.14% | −0.07 |
| JQUA JPMorgan US Quality Factor | Sold out | 0.00% | −0.06 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.06 |
| DIHP Dimensional International Hi | Reduce -0.8% | 0.34% | −0.06 |
| JHX James Hardie Ord | Sold out | 0.00% | −0.06 |
| DFUS Dimensional US Eq MKT ETF | Reduce -13.9% | 0.28% | −0.06 |
| QCOM Qualcomm Inc. | Reduce -5.0% | 0.24% | −0.06 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.06 |
| SHG Shinhan Financial Group-ADR | Sold out | 0.00% | −0.06 |
| FERG Ferguson Enterprises Inc. | Sold out | 0.00% | −0.06 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.06 |
| CI The Cigna Group | Reduce -21.3% | 0.08% | −0.06 |
| HPQ HP Inc. | Sold out | 0.00% | −0.06 |
| NXPI NXP Semiconductors NV | Sold out | 0.00% | −0.06 |
Portfolio Buys Q3 2024 → Q4 2024
| CONL Granitesh 2X LNG Coin ETF-US | New | 1.87% | +1.87 |
| BBUS JPMorgan Betabuilders US Equ | Add +686.2% | 2.09% | +1.81 |
| PCT Purecycle Technologies Inc. | Add +767.7% | 0.77% | +0.69 |
| KNF Knife River Corp. | New | 0.51% | +0.51 |
| TSLA Tesla Inc. | Add +10.0% | 0.91% | +0.34 |
| NVDA Nvidia Corp. | Add +7.6% | 2.68% | +0.29 |
| NUTX Nutex Health Inc. | New | 0.28% | +0.28 |
| TQQQ Proshares Ultrapro QQQ | New | 0.27% | +0.27 |
| AVGO Broadcom Inc. | Add +18.7% | 0.79% | +0.26 |
| REM iShares Mortgage Real Estate | Add +135.6% | 0.52% | +0.26 |
| BTC Grayscale Bitcoin Mini ETF | New | 0.24% | +0.24 |
| MBLY Mobileye Global Inc. Class A | New | 0.23% | +0.23 |
| ALGS Aligos Therapeutics Inc. | New | 0.22% | +0.22 |
| AMZN Amazon.com Inc. | Add +3.9% | 1.66% | +0.22 |
| AAPL Apple Inc. | Add +4.3% | 4.07% | +0.21 |
| GDX Vaneck Gold Miners ETF | Add +381.1% | 0.24% | +0.18 |
| GLD SPDR Gold Shares | New | 0.11% | +0.11 |
| B Barrick Gold Corp. | New | 0.10% | +0.10 |
| CONSOL ENERGY INC | New | 0.10% | +0.10 |
| OBDE Blue Owl Capital Corp. III | New | 0.10% | +0.10 |
| VNOM Viper Energy Inc. | New | 0.10% | +0.10 |
| CTA Simplify Managed Futures St | New | 0.09% | +0.09 |
| META Meta Platforms Inc. Class A | Add +13.2% | 1.09% | +0.09 |
| AVUV Avantis US Small Cap Value | New | 0.09% | +0.09 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +9.5% | 2.59% | +0.08 |
| UGL Proshares Ultra Gold | New | 0.08% | +0.08 |
| JGRO JPMorgan Active Growth ETF | New | 0.08% | +0.08 |
| MSTR Strategy Inc. | New | 0.08% | +0.08 |
| SRLN SS Blackstone Sr Loan ETF | Add +10.4% | 2.02% | +0.08 |
| WFC Wells Fargo & Co. | Add +3.4% | 0.43% | +0.07 |
| V Visa Inc. Class A | Add +13.2% | 0.39% | +0.07 |
| GILD Gilead Sciences Inc. | New | 0.07% | +0.07 |
| SOFI Sofi Technologies Inc. | Add +0.5% | 0.15% | +0.07 |
| EWH iShares MSCI Hong Kong ETF | New | 0.07% | +0.07 |
| TECK Teck Resources Ltd.-CLS B | New | 0.07% | +0.07 |
| EZBC Franklin Bitcoin ETF | New | 0.07% | +0.07 |
| UUP Invesco DB US Dollar Index B | New | 0.06% | +0.06 |
| PLTR Palantir Technologies Inc. Class A | New | 0.06% | +0.06 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | New | 0.06% | +0.06 |
| MRVL Marvell Technology Inc. | New | 0.06% | +0.06 |
| APP AppLovin Corp. Class A | New | 0.06% | +0.06 |
| PM Philip Morris International | Add +126.5% | 0.12% | +0.06 |
| BSX Boston Scientific Corp. | New | 0.06% | +0.06 |
| GEV GE Vernova Inc. | New | 0.06% | +0.06 |
| MTGP Wisdomtree Mtge Plus Bond | New | 0.06% | +0.06 |
| PRMB Primo Brands Corp. | New | 0.06% | +0.06 |
| AMGN Amgen Inc. | New | 0.06% | +0.06 |
| GM General Motors Co. | New | 0.06% | +0.06 |
| TDW Tidewater Inc. | New | 0.06% | +0.06 |
| SF Stifel Financial Corp. | New | 0.06% | +0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 459 | $561.0M | VEA, BBUS, IVV, NVDA, AAPL |
| Q1 2026 | 376 | $473.9M | VEA, IVV, BBUS, NVDA, AAPL |
| Q4 2025 | 380 | $512.4M | IVV, VEA, BBUS, NVDA, AAPL |
| Q3 2025 | 358 | $471.7M | IVV, VEA, BBUS, NVDA, AAPL |
| Q2 2025 | 346 | $456.3M | IVV, VEA, BBUS, AAPL, VWO |
| Q1 2025 | 324 | $425.7M | IVV, VEA, BRK.A, AAPL, VWO |
| Q4 2024 | 342 | $408.0M | IVV, BRK.A, AAPL, VEA, VWO |
| Q3 2024Amended | 321 | $384.1M | IVV, BRK.A, VEA, AAPL, VWO |
| Q2 2024 | 320 | $370.7M | IVV, BRK.A, VEA, AAPL, VWO |
| Q1 2024 | 317 | $356.9M | IVV, BRK.A, VEA, VWO, AAPL |