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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 $456,320,318
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 46,324 $28,762,451 6.3%
2.
Vanguard Tax-Managed Fds
 364,665 $20,789,572 4.56%
3.
J P Morgan Exchange Traded F
 132,922 $14,876,581 3.26%
4.
Apple Inc.
 AAPL 67,581 $13,865,613 3.04%
5.
Vanguard Intl Equity Index Funds
 VWO 279,522 $13,825,164 3.03%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)