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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 $425,700,167
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 47,402 $26,635,540 6.26%
2.
Vanguard Tax-Managed Fds
 354,700 $18,029,399 4.24%
3.
Berkshire Hathaway Inc
 BRK.A 22 $17,565,715 4.13%
4.
Apple Inc.
 AAPL 67,838 $15,068,817 3.54%
5.
Vanguard Intl Equity Index Funds
 VWO 276,761 $12,526,210 2.94%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)