• 13F History

DRIVE WEALTH MANAGEMENT, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 22, 2025
Value $
$408M
Signature - Title
Aryn Sands - Agent
Location
Lehi, UT
Summary
This page shows a list of all the recent 13F filings made by DRIVE WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. DRIVE WEALTH MANAGEMENT, LLC reported 342 stock holdings with total value $408M as of Q4 2024. Top holdings included IVV, BRKA, AAPL, VEA, and VWO.
Holdings Value

List of Other Managers Reporting for DRIVE WEALTH MANAGEMENT, LLC:

Name Holdings Value Location File Number
TOWNSQUARE CAPITAL LLC $8.86B Provo, UT 028-19141
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 342 $408M +$55.3M -$29.4M +$25.9M IVV, BRKA, AAPL, VEA, VWO 13F-HR 1/21/2025, 09:47 PM
Q3 2024 321 $384M +$41.1M -$44M -$2.93M IVV, BRKA, VEA, AAPL, VWO Restatement 11/7/2024, 03:34 PM
Q2 2024 320 $371M +$34.4M -$17.3M +$17.1M IVV, BRKA, VEA, AAPL, VWO 13F-HR 7/31/2024, 08:02 PM
Q1 2024 314 $356M +$43M -$18.9M +$24.1M IVV, BRKA, VEA, VWO, AAPL 13F-HR 4/22/2024, 03:52 PM
Q4 2023 306 $310M +$43.1M -$29.5M +$13.6M IVV, BRKA, VEA, AAPL, MSFT 13F-HR 1/22/2024, 03:23 PM
Q3 2023 278 $274M +$41.6M -$13.2M +$28.4M BRKA, IVV, AAPL, VEA, MSFT 13F-HR 10/10/2023, 05:33 PM
Q2 2023 282 $270M +$57.8M -$20.3M +$37.5M BRKA, AAPL, IVV, VTI, MSFT 13F-HR 7/14/2023, 01:10 PM
Q1 2023 290 $239M +$56.6M -$12M +$44.6M BRKA, AAPL, SPYV, FSK, BRKB 13F-HR 4/13/2023, 03:40 PM
Q4 2022 252 $200M +$99.4M -$5.54M +$93.9M BRKA, VTI, SPYV, SQQQ, FSK 13F-HR 1/27/2023, 01:28 PM
Q3 2022 160 $105M +$21.2M -$7.75M +$13.4M BRKA, VTI, BRKB, AAPL, SPIP 13F-HR 11/14/2022, 05:00 PM
Q2 2022 166 $106M +$27.8M -$3.17M +$24.6M BRKA, SPIP, VTI, BRKB, MSFT 13F-HR 11/14/2022, 05:02 PM
Q1 2022 165 $115M +$42.5M -$12.4M +$30.1M BRKA, SPIP, BRKB, MUB, TFI 13F-HR 11/14/2022, 05:04 PM
Q4 2021 155 $114M COIN, BRKA, VVNT, SPIP, AMCXXXX 13F-HR 11/14/2022, 05:06 PM