$274 Million is the total value of DRIVE WEALTH MANAGEMENT, LLC's 278 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | OWLET INC | $0 | – | -198,379 | -100.0% | -0.02% | – | |
| LPL | Exit | LG DISPLAY CO LTDspons adr rep | $0 | – | -12,206 | -100.0% | -0.03% | – |
| KEP | Exit | KOREA ELEC PWR CORPsponsored adr | $0 | – | -10,090 | -100.0% | -0.03% | – |
| NSL | Exit | NUVEEN SR INCOME FD | $0 | – | -26,668 | -100.0% | -0.05% | – |
| AFB | Exit | ALLIANCEBERNSTEIN NATL MUN I | $0 | – | -12,948 | -100.0% | -0.05% | – |
| JQUA | Exit | J P MORGAN EXCHANGE TRADED Fus qualty fctr | $0 | – | -4,568 | -100.0% | -0.08% | – |
| GDX | Exit | VANECK ETF TRUSTgold miners etf | $0 | – | -6,695 | -100.0% | -0.08% | – |
| MSI | Exit | MOTOROLA SOLUTIONS INC | $0 | – | -685 | -100.0% | -0.08% | – |
| DD | Exit | DUPONT DE NEMOURS INC | $0 | – | -2,829 | -100.0% | -0.08% | – |
| RACE | Exit | FERRARI N V | $0 | – | -626 | -100.0% | -0.08% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -323 | -100.0% | -0.08% | – |
| JCPB | Exit | J P MORGAN EXCHANGE TRADED Fcore plus bd etf | $0 | – | -4,492 | -100.0% | -0.08% | – |
| ROK | Exit | ROCKWELL AUTOMATION INC | $0 | – | -647 | -100.0% | -0.08% | – |
| CTVA | Exit | CORTEVA INC | $0 | – | -3,802 | -100.0% | -0.08% | – |
| TD | Exit | TORONTO DOMINION BK ONT | $0 | – | -3,654 | -100.0% | -0.08% | – |
| AIG | Exit | AMERICAN INTL GROUP INC | $0 | – | -3,926 | -100.0% | -0.08% | – |
| ABNB | Exit | AIRBNB INC | $0 | – | -1,832 | -100.0% | -0.08% | – |
| TRV | Exit | TRAVELERS COMPANIES INC | $0 | – | -1,340 | -100.0% | -0.09% | – |
| GIS | Exit | GENERAL MLS INC | $0 | – | -3,180 | -100.0% | -0.09% | – |
| LEMB | Exit | ISHARES INCjp morgan em etf | $0 | – | -6,594 | -100.0% | -0.09% | – |
| ALGN | Exit | ALIGN TECHNOLOGY INC | $0 | – | -718 | -100.0% | -0.09% | – |
| KHC | Exit | KRAFT HEINZ CO | $0 | – | -7,347 | -100.0% | -0.10% | – |
| MMM | Exit | 3M CO | $0 | – | -2,974 | -100.0% | -0.11% | – |
| NUGT | Exit | DIREXION SHS ETF TRdly gold indx 2x | $0 | – | -8,555 | -100.0% | -0.11% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -4,457 | -100.0% | -0.12% | – |
| NZF | Exit | NUVEEN MUNICIPAL CREDIT INC | $0 | – | -29,402 | -100.0% | -0.13% | – |
| MPW | Exit | MEDICAL PPTYS TRUST INC | $0 | – | -40,960 | -100.0% | -0.14% | – |
| Exit | TIDAL ETF TRcnstrnd cap esg | $0 | – | -20,400 | -100.0% | -0.15% | – | |
| BLK | Exit | BLACKROCK INC | $0 | – | -583 | -100.0% | -0.15% | – |
| FRG | Exit | FRANCHISE GROUP INC | $0 | – | -15,121 | -100.0% | -0.16% | – |
| T | Exit | AT&T INC | $0 | – | -30,685 | -100.0% | -0.18% | – |
| IYW | Exit | ISHARES TRu.s. tech etf | $0 | – | -4,748 | -100.0% | -0.19% | – |
| NOW | Exit | SERVICENOW INC | $0 | – | -967 | -100.0% | -0.20% | – |
| Exit | DIMENSIONAL ETF TRUST | $0 | – | -25,683 | -100.0% | -0.40% | – | |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -2,813 | -100.0% | -0.50% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -7,760 | -100.0% | -0.51% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -8,721 | -100.0% | -0.54% | – |
| TZA | Exit | DIREXION SHS ETF TRdaily sm cp bear | $0 | – | -133,000 | -100.0% | -1.30% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-11
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.