Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Drive Wealth Management, Llc > Profile

Instuitional Investor - Drive Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Drive Wealth Management, Llc
Portfolio Value $407,994,066
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 50,779 $29,892,338 7.32%
2.
Berkshire Hathaway Inc
 BRK.A 33 $22,470,360 5.5%
3.
Apple Inc.
 AAPL 66,260 $16,592,746 4.06%
4.
Vanguard Tax-Managed Fds
 346,117 $16,551,305 4.05%
5.
Vanguard Intl Equity Index Funds
 VWO 271,770 $11,968,764 2.93%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)