$109 Million is the total value of DRIVE WEALTH MANAGEMENT, LLC's 168 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NUGT | New | DIREXION SHS ETF TRdly gold indx 2x | $1,546,000 | – | 45,000 | +100.0% | 1.41% | – |
| BILI | New | BILIBILI INCspons ads rep z | $1,229,000 | – | 48,014 | +100.0% | 1.12% | – |
| DFUS | New | DIMENSIONAL ETF TRUSTus equity etf | $868,000 | – | 21,289 | +100.0% | 0.79% | – |
| FUTU | New | FUTU HLDGS LTDspon ads cl a | $642,000 | – | 12,300 | +100.0% | 0.59% | – |
| SCHW | New | SCHWAB CHARLES CORP | $611,000 | – | 9,668 | +100.0% | 0.56% | – |
| LRCX | New | LAM RESEARCH CORP | $531,000 | – | 1,242 | +100.0% | 0.48% | – |
| STT | New | STATE STR CORP | $512,000 | – | 8,234 | +100.0% | 0.47% | – |
| ALLY | New | ALLY FINL INC | $463,000 | – | 13,814 | +100.0% | 0.42% | – |
| OMC | New | OMNICOM GROUP INC | $447,000 | – | 7,023 | +100.0% | 0.41% | – |
| ROST | New | ROSS STORES INC | $419,000 | – | 5,970 | +100.0% | 0.38% | – |
| New | DIMENSIONAL ETF TRUSTus real estate e | $401,000 | – | 17,331 | +100.0% | 0.37% | – | |
| New | DIMENSIONAL ETF TRUST | $389,000 | – | 8,929 | +100.0% | 0.36% | – | |
| New | DIMENSIONAL ETF TRUSTinflation prote | $378,000 | – | 8,604 | +100.0% | 0.34% | – | |
| EEM | New | ISHARES TRmsci emg mkt etf | $355,000 | – | 8,854 | +100.0% | 0.32% | – |
| PDD | New | PINDUODUO INCsponsored ads | $301,000 | – | 4,864 | +100.0% | 0.28% | – |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $287,000 | – | 5,740 | +100.0% | 0.26% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $281,000 | – | 1,662 | +100.0% | 0.26% | – |
| DFAE | New | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $276,000 | – | 11,906 | +100.0% | 0.25% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $269,000 | – | 1,188 | +100.0% | 0.25% | – |
| YUMC | New | YUM CHINA HLDGS INC | $268,000 | – | 5,527 | +100.0% | 0.24% | – |
| MRK | New | MERCK & CO INC | $256,000 | – | 2,791 | +100.0% | 0.23% | – |
| RH | New | RH | $213,000 | – | 1,002 | +100.0% | 0.20% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $208,000 | – | 3,338 | +100.0% | 0.19% | – |
| GD | New | GENERAL DYNAMICS CORP | $206,000 | – | 925 | +100.0% | 0.19% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $202,000 | – | 1,431 | +100.0% | 0.18% | – |
| PCT | New | PURECYCLE TECHNOLOGIES INC | $174,000 | – | 23,500 | +100.0% | 0.16% | – |
| CXE | New | MFS HIGH INCOME MUN TRsh ben int | $38,000 | – | 10,071 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 12.9% |
| APPLE INC | 8 | Q3 2023 | 4.8% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 5.7% |
| BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 3.2% |
| SPDR SER TR | 8 | Q3 2023 | 5.0% |
| MICROSOFT CORP | 8 | Q3 2023 | 2.9% |
| COINBASE GLOBAL INC | 8 | Q3 2023 | 10.7% |
| AMAZON COM INC | 8 | Q3 2023 | 2.2% |
| SPDR SER TR | 8 | Q3 2023 | 3.5% |
| SPDR SER TR | 8 | Q3 2023 | 2.6% |
View DRIVE WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-11-15 |
View DRIVE WEALTH MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.