DRIVE WEALTH MANAGEMENT, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
DW DRIVE WEALTH MANAGEMENT, LLC | Institutional Filer | ▼ 7.52% | $473.9M | 376 |
Current Portfolio Holdings
Showing all 376 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | — | 416K | $26.6M | 5.62% |
| 2 | IVV | ISHARES TR | — | 40K | $26.1M | 5.51% |
| 3 | BBUS | J P MORGAN EXCHANGE TRADED F | — | 168K | $19.7M | 4.17% |
| 4 | NVDA | NVIDIA Corporation | Technology | 98K | $17.1M | 3.60% |
| 5 | AAPL | Apple Inc. | Technology | 59K | $15.0M | 3.16% |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | — | 252K | $13.6M | 2.88% |
| 7 | MSFT | Microsoft Corporation | Technology | 30K | $11.0M | 2.33% |
| 8 | VO | VANGUARD INDEX FDS | — | 36K | $10.4M | 2.20% |
| 9 | CLOA | BLACKROCK ETF TRUST II | — | 180K | $9.3M | 1.96% |
| 10 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 41K | $8.5M | 1.79% |
| 11 | CDX | SIMPLIFY EXCHANGE TRADED FUN | — | 397K | $8.5M | 1.79% |
| 12 | IJR | ISHARES TR | — | 63K | $7.9M | 1.66% |
| 13 | GOOGL | Alphabet Inc. | Technology | 27K | $7.6M | 1.61% |
| 14 | JPLD | J P MORGAN EXCHANGE TRADED F | — | 135K | $7.0M | 1.49% |
| 15 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 14K | $6.5M | 1.37% |
Showing 1 to 15 of 376 holdings