Drive Wealth Management 13F annual report
Drive Wealth Management is an investment fund managing more than $269 billion ran by Aryn Sands. There are currently 229 companies in Sands’s portfolio. The largest investments include Berkshire Hathaway and Apple Inc, together worth $36.1 billion.
Limited to 30 biggest holdings
$269 billion Assets Under Management (AUM)
As of 7th July 2023, Drive Wealth Management’s top holding is 19,664 shares of Berkshire Hathaway currently worth over $23.3 billion and making up 8.7% of the portfolio value.
Relative to the number of outstanding shares of Berkshire Hathaway, Drive Wealth Management owns more than approximately 0.1% of the company.
In addition, the fund holds 66,055 shares of Apple Inc worth $12.8 billion, whose value fell approximately 0.1% in the past six months.
The third-largest holding is Ishares Tr worth $35.5 billion and the next is Vanguard Index Fds worth $13.6 billion, with 61,189 shares owned.
Currently, Drive Wealth Management's portfolio is worth at least $269 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Drive Wealth Management
The Drive Wealth Management office and employees reside in Lehi, Utah. According to the last 13-F report filed with the SEC, Aryn Sands serves as the Agent at Drive Wealth Management.
Recent trades
In the most recent 13F filing, Drive Wealth Management revealed that it had opened a new position in Berkshire Hathaway and bought 19,664 shares worth $23.3 billion.
One of the average hedge funds
The two most similar investment funds to Drive Wealth Management are Home Federal Bank Of Tennessee and Wespac Advisors Socal. They manage $269 billion and $269 billion respectively.
Aryn Sands investment strategy
Drive Wealth Management’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Finance — making up 10.6% of
the total portfolio value.
The fund focuses on investments in the United States as
40.6% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
44% of the total holdings value.
On the other hand, small-cap stocks make up only 1.3% of the portfolio.
The average market cap of the portfolio companies is close to $160 billion.
The complete list of Drive Wealth Management trades based on 13F SEC filings
These positions were updated on July 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Berkshire Hathaway Inc. |
Opened
19,664
|
$23,264,097,000 | 8.66% |
| Apple Inc |
Opened
66,055
|
$12,810,315,000 | 4.77% |
| Ishares Tr |
Opened
433,483
|
$35,509,966,000 | 13.21% |
| Vanguard Index Fds |
Opened
61,189
|
$13,626,248,000 | 5.07% |
| Microsoft Corporation |
Opened
22,814
|
$7,768,979,000 | 2.89% |
| Vanguard Tax-managed Fds |
Opened
154,682
|
$7,143,150,000 | 2.66% |
| Fs Kkr Cap Corp |
Opened
346,797
|
$6,651,624,000 | 2.47% |
| Invesco Actively Managed Etf |
Opened
131,569
|
$6,531,090,000 | 2.43% |
| Dimensional Etf Trust |
Opened
387,431
|
$12,307,462,000 | 4.58% |
| Amazon.com Inc. |
Opened
28,500
|
$3,715,152,000 | 1.38% |
| Direxion Shs Etf Tr |
Opened
141,555
|
$3,796,042,000 | 1.41% |
| Spdr Ser Tr |
Opened
248,511
|
$12,844,818,000 | 4.78% |
| Vanguard Intl Equity Index F |
Opened
78,887
|
$3,362,567,000 | 1.25% |
| Accenture Plc Ireland |
Opened
8,996
|
$2,775,924,000 | 1.03% |
| NVIDIA Corp |
Opened
6,469
|
$2,736,497,000 | 1.02% |
| Alphabet Inc |
Opened
39,348
|
$4,732,491,000 | 1.76% |
| Spdr Index Shs Fds |
Opened
67,269
|
$2,189,072,000 | 0.81% |
| Exxon Mobil Corp. |
Opened
18,701
|
$2,004,090,000 | 0.75% |
| Vanguard Bd Index Fds |
Opened
26,305
|
$1,987,869,000 | 0.74% |
| Jpmorgan Chase Co |
Opened
12,812
|
$1,863,302,000 | 0.69% |
| Meta Platforms Inc |
Opened
6,071
|
$1,742,256,000 | 0.65% |
| Tesla Inc |
Opened
6,423
|
$1,681,230,000 | 0.63% |
| Goldman Sachs Etf Tr |
Opened
74,803
|
$2,884,177,000 | 1.07% |
| Wells Fargo Co New |
Opened
35,268
|
$1,505,246,000 | 0.56% |
| Conocophillips |
Opened
14,245
|
$1,484,539,000 | 0.55% |
| Johnson Johnson |
Opened
8,721
|
$1,443,465,000 | 0.54% |
| Broadcom Inc. |
Opened
1,595
|
$1,383,640,000 | 0.51% |
| Spdr Gold Tr |
Opened
7,760
|
$1,383,375,000 | 0.51% |
| Unitedhealth Group Inc |
Opened
2,813
|
$1,352,246,000 | 0.50% |
| Merck Co Inc |
Opened
11,106
|
$1,289,414,000 | 0.48% |
| Visa Inc |
Opened
5,427
|
$1,288,662,000 | 0.48% |
| Chevron Corp. |
Opened
7,746
|
$1,218,806,000 | 0.45% |
| Taiwan Semiconductor Mfg Ltd |
Opened
11,922
|
$1,208,412,000 | 0.45% |
| Home Depot, Inc. |
Opened
3,843
|
$1,193,785,000 | 0.44% |
| Mastercard Incorporated |
Opened
3,028
|
$1,190,692,000 | 0.44% |
| Adobe Systems Incorporated |
Opened
2,363
|
$1,155,363,000 | 0.43% |
| Procter And Gamble Co |
Opened
7,574
|
$1,149,197,000 | 0.43% |
| J P Morgan Exchange Traded F |
Opened
48,914
|
$2,264,773,000 | 0.84% |
| Vanguard Scottsdale Fds |
Opened
22,169
|
$1,570,247,000 | 0.58% |
| Cisco Sys Inc |
Opened
19,665
|
$1,017,380,000 | 0.38% |
| Vanguard World Fd |
Opened
11,108
|
$967,180,000 | 0.36% |
| Sunrun Inc |
Opened
53,960
|
$963,726,000 | 0.36% |
| Global X Fds |
Opened
69,051
|
$1,447,306,000 | 0.54% |
| Ssga Active Etf Tr |
Opened
22,914
|
$959,405,000 | 0.36% |
| Wisdomtree Tr |
Opened
86,544
|
$2,573,666,000 | 0.96% |
| Netflix Inc. |
Opened
2,113
|
$930,449,000 | 0.35% |
| Honeywell International Inc |
Opened
4,368
|
$906,264,000 | 0.34% |
| Lilly Eli Co |
Opened
1,864
|
$874,148,000 | 0.33% |
| Spdr Sp 500 Etf Tr |
Opened
1,874
|
$833,581,000 | 0.31% |
| Pfizer Inc. |
Opened
22,504
|
$825,455,000 | 0.31% |
| Invesco Exch Traded Fd Tr Ii |
Opened
18,174
|
$817,109,000 | 0.30% |
| Pepsico Inc |
Opened
4,304
|
$797,172,000 | 0.30% |
| Abbott Labs |
Opened
6,914
|
$753,706,000 | 0.28% |
| Novo-nordisk A S |
Opened
4,626
|
$748,175,000 | 0.28% |
| Walmart Inc |
Opened
4,601
|
$723,191,000 | 0.27% |
| Oracle Corp. |
Opened
6,040
|
$719,103,000 | 0.27% |
| Qualcomm, Inc. |
Opened
5,959
|
$709,376,000 | 0.26% |
| Pgim Etf Tr |
Opened
14,254
|
$704,267,000 | 0.26% |
| Raytheon Technologies Corporation |
Opened
7,120
|
$697,430,000 | 0.26% |
| Philip Morris International Inc |
Opened
6,987
|
$690,894,000 | 0.26% |
| United Parcel Service, Inc. |
Opened
3,766
|
$675,055,000 | 0.25% |
| Ishares Inc |
Opened
17,219
|
$1,213,201,000 | 0.45% |
| Valero Energy Corp. |
Opened
5,503
|
$645,458,000 | 0.24% |
| Salesforce Inc |
Opened
2,932
|
$619,389,000 | 0.23% |
| Costco Whsl Corp New |
Opened
1,146
|
$617,015,000 | 0.23% |
| Albemarle Corp. |
Opened
2,713
|
$606,449,000 | 0.23% |
| Us Bancorp Del |
Opened
17,764
|
$595,922,000 | 0.22% |
| Applied Matls Inc |
Opened
4,119
|
$595,342,000 | 0.22% |
| Gladstone Ld Corp |
Opened
36,173
|
$588,806,000 | 0.22% |
| Caterpillar Inc. |
Opened
2,391
|
$588,398,000 | 0.22% |
| Coca-Cola Co |
Opened
9,686
|
$587,816,000 | 0.22% |
| Bank America Corp |
Opened
19,859
|
$569,729,000 | 0.21% |
| Hess Corporation |
Opened
4,177
|
$567,878,000 | 0.21% |
| Abbvie Inc |
Opened
4,191
|
$564,607,000 | 0.21% |
| Vanguard Whitehall Fds |
Opened
8,921
|
$563,802,000 | 0.21% |
| Unilever plc |
Opened
10,674
|
$556,390,000 | 0.21% |
| Thermo Fisher Scientific Inc. |
Opened
1,064
|
$555,848,000 | 0.21% |
| Centene Corp. |
Opened
8,238
|
$555,653,000 | 0.21% |
| Williams Cos Inc |
Opened
17,026
|
$555,443,000 | 0.21% |
| ServiceNow Inc |
Opened
967
|
$543,231,000 | 0.20% |
| Schwab Charles Corp |
Opened
9,562
|
$541,949,000 | 0.20% |
| Coinbase Global Inc |
Opened
7,442
|
$532,475,000 | 0.20% |
| Disney Walt Co |
Opened
5,963
|
$532,381,000 | 0.20% |
| Mcdonalds Corp |
Opened
1,708
|
$509,690,000 | 0.19% |
| Pioneer Nat Res Co |
Opened
2,426
|
$502,560,000 | 0.19% |
| Att Inc |
Opened
30,685
|
$489,411,000 | 0.18% |
| Union Pac Corp |
Opened
2,358
|
$482,452,000 | 0.18% |
| Enbridge Inc |
Opened
12,646
|
$469,771,000 | 0.17% |
| Franco Nev Corp |
Opened
3,291
|
$469,297,000 | 0.17% |
| Lowes Cos Inc |
Opened
2,060
|
$465,014,000 | 0.17% |
| Intuitive Surgical Inc |
Opened
1,328
|
$454,096,000 | 0.17% |
| Sempra |
Opened
3,101
|
$451,518,000 | 0.17% |
| Novartis AG |
Opened
4,427
|
$446,713,000 | 0.17% |
| Shell Plc |
Opened
7,255
|
$438,050,000 | 0.16% |
| Franchise Group, Inc. |
Opened
15,121
|
$433,053,000 | 0.16% |
| Shutterstock Inc |
Opened
8,804
|
$428,491,000 | 0.16% |
| Invesco Exchange Traded Fd T |
Opened
29,824
|
$848,281,000 | 0.32% |
| Bristol-Myers Squibb Co. |
Opened
6,565
|
$419,863,000 | 0.16% |
| Lyondellbasell Industries N |
Opened
4,552
|
$417,974,000 | 0.16% |
| Marriott Intl Inc New |
Opened
2,249
|
$413,113,000 | 0.15% |
| Freeport-McMoRan Inc |
Opened
10,298
|
$411,917,000 | 0.15% |
| Nike, Inc. |
Opened
3,682
|
$407,767,000 | 0.15% |
| Blackrock Inc. |
Opened
583
|
$402,962,000 | 0.15% |
| Cigna Group (The) |
Opened
1,423
|
$399,388,000 | 0.15% |
| Tidal Etf Tr |
Opened
20,400
|
$394,601,000 | 0.15% |
| Advanced Micro Devices Inc. |
Opened
3,460
|
$394,129,000 | 0.15% |
| Medical Pptys Trust Inc |
Opened
40,960
|
$391,168,000 | 0.15% |
| Occidental Pete Corp |
Opened
6,343
|
$374,200,000 | 0.14% |
| Mondelez International Inc. |
Opened
5,066
|
$371,470,000 | 0.14% |
| Ovintiv Inc |
Opened
9,704
|
$369,431,000 | 0.14% |
| Gallagher Arthur J Co |
Opened
1,645
|
$361,181,000 | 0.13% |
| Mckesson Corporation |
Opened
835
|
$357,203,000 | 0.13% |
| Nuveen Municipal Credit Inc |
Opened
29,402
|
$344,091,000 | 0.13% |
| Sp Global Inc |
Opened
856
|
$343,358,000 | 0.13% |
| Vanguard Mun Bd Fds |
Opened
6,818
|
$342,402,000 | 0.13% |
| Sysco Corp. |
Opened
4,603
|
$341,533,000 | 0.13% |
| Nuveen Amt Free Mun Cr Inc F |
Opened
29,019
|
$340,755,000 | 0.13% |
| Illinois Tool Wks Inc |
Opened
1,342
|
$337,345,000 | 0.13% |
| Tjx Cos Inc New |
Opened
3,932
|
$333,357,000 | 0.12% |
| NextEra Energy Inc |
Opened
4,457
|
$330,740,000 | 0.12% |
| Nuveen Amt Free Qlty Mun Inc |
Opened
30,045
|
$329,478,000 | 0.12% |
| Moelis Co |
Opened
7,246
|
$328,510,000 | 0.12% |
| Vertex Pharmaceuticals, Inc. |
Opened
930
|
$327,276,000 | 0.12% |
| Boeing Co. |
Opened
1,549
|
$327,087,000 | 0.12% |
| Canadian Nat Res Ltd |
Opened
5,686
|
$323,782,000 | 0.12% |
| PayPal Holdings Inc |
Opened
4,845
|
$323,307,000 | 0.12% |
| General Dynamics Corp. |
Opened
1,498
|
$322,205,000 | 0.12% |
| Oreilly Automotive Inc |
Opened
327
|
$312,383,000 | 0.12% |
| Sap SE |
Opened
2,281
|
$312,025,000 | 0.12% |
| Phillips 66 |
Opened
3,255
|
$310,476,000 | 0.12% |
| First Tr Exchange-traded Fd |
Opened
9,552
|
$309,860,000 | 0.12% |
| CSX Corp. |
Opened
8,900
|
$303,481,000 | 0.11% |
| Federated Hermes Prem Muni I |
Opened
28,237
|
$301,150,000 | 0.11% |
| Pge Corp |
Opened
17,398
|
$300,637,000 | 0.11% |
| SoFi Technologies, Inc. |
Opened
35,876
|
$299,206,000 | 0.11% |
| 3M Co. |
Opened
2,974
|
$297,628,000 | 0.11% |
| Automatic Data Processing In |
Opened
1,342
|
$296,726,000 | 0.11% |
| Waste Mgmt Inc Del |
Opened
1,687
|
$292,630,000 | 0.11% |
| Intuit Inc |
Opened
630
|
$288,682,000 | 0.11% |
| Blackrock Muniyield Quality |
Opened
42,363
|
$450,831,000 | 0.17% |
| American Express Co. |
Opened
1,622
|
$282,637,000 | 0.11% |
| Hunt J B Trans Svcs Inc |
Opened
1,561
|
$282,581,000 | 0.11% |
| Eaton Corp Plc |
Opened
1,396
|
$280,830,000 | 0.10% |
| Zoetis Inc |
Opened
1,629
|
$280,507,000 | 0.10% |
| Vanguard World Fds |
Opened
633
|
$280,315,000 | 0.10% |
| Equinix Inc |
Opened
356
|
$279,255,000 | 0.10% |
| Fair, Isaac Corp. |
Opened
342
|
$276,750,000 | 0.10% |
| Altria Group Inc. |
Opened
5,944
|
$274,819,000 | 0.10% |
| Amphenol Corp. |
Opened
3,217
|
$273,946,000 | 0.10% |
| Verizon Communications Inc |
Opened
7,247
|
$269,514,000 | 0.10% |
| Toyota Motor Corporation |
Opened
1,674
|
$269,018,000 | 0.10% |
| Starbucks Corp. |
Opened
2,704
|
$267,845,000 | 0.10% |
| Booking Holdings Inc |
Opened
98
|
$264,632,000 | 0.10% |
| Kraft Heinz Co |
Opened
7,347
|
$260,828,000 | 0.10% |
| Asml Holding N V |
Opened
358
|
$259,176,000 | 0.10% |
| Medtronic Plc |
Opened
2,915
|
$258,700,000 | 0.10% |
| Align Technology, Inc. |
Opened
718
|
$253,914,000 | 0.09% |
| Old Dominion Freight Line In |
Opened
677
|
$250,280,000 | 0.09% |
| CME Group Inc |
Opened
1,340
|
$248,316,000 | 0.09% |
| Elevance Health Inc |
Opened
558
|
$247,968,000 | 0.09% |
| Becton Dickinson Co |
Opened
936
|
$246,895,000 | 0.09% |
| Danaher Corp. |
Opened
1,018
|
$244,722,000 | 0.09% |
| General Mls Inc |
Opened
3,180
|
$243,884,000 | 0.09% |
| Hershey Company |
Opened
959
|
$239,357,000 | 0.09% |
| Kimberly-Clark Corp. |
Opened
1,700
|
$236,712,000 | 0.09% |
| Select Sector Spdr Tr |
Opened
1,349
|
$234,537,000 | 0.09% |
| Progressive Corp. |
Opened
1,764
|
$233,559,000 | 0.09% |
| Astrazeneca plc |
Opened
3,259
|
$233,259,000 | 0.09% |
| Robinhood Mkts Inc |
Opened
23,339
|
$232,923,000 | 0.09% |
| Travelers Companies Inc. |
Opened
1,340
|
$232,702,000 | 0.09% |
| Airbnb, Inc. |
Opened
1,832
|
$229,977,000 | 0.09% |
| Marsh Mclennan Cos Inc |
Opened
1,217
|
$228,941,000 | 0.09% |
| MetLife, Inc. |
Opened
4,030
|
$227,843,000 | 0.08% |
| Ameriprise Finl Inc |
Opened
685
|
$227,594,000 | 0.08% |
| Toronto Dominion Bk Ont |
Opened
3,654
|
$226,584,000 | 0.08% |
| Analog Devices Inc. |
Opened
1,161
|
$226,215,000 | 0.08% |
| American Intl Group Inc |
Opened
3,926
|
$225,879,000 | 0.08% |
| Copart, Inc. |
Opened
2,467
|
$224,906,000 | 0.08% |
| The Southern Co. |
Opened
3,171
|
$222,770,000 | 0.08% |
| Schlumberger Ltd |
Opened
4,501
|
$222,259,000 | 0.08% |
| Proshares Tr |
Opened
2,353
|
$221,841,000 | 0.08% |
| Goldman Sachs Group, Inc. |
Opened
684
|
$220,744,000 | 0.08% |
| Fastenal Co. |
Opened
3,720
|
$219,470,000 | 0.08% |
| Corteva Inc |
Opened
3,802
|
$217,839,000 | 0.08% |
| Micron Technology Inc. |
Opened
3,446
|
$217,506,000 | 0.08% |
| Deere Co |
Opened
531
|
$215,710,000 | 0.08% |
| Synopsys, Inc. |
Opened
495
|
$215,539,000 | 0.08% |
| Take-two Interactive Softwar |
Opened
1,454
|
$213,971,000 | 0.08% |
| Rockwell Automation Inc |
Opened
647
|
$213,244,000 | 0.08% |
| KLA Corp. |
Opened
439
|
$213,151,000 | 0.08% |
| Blackrock Munivest Fd Inc |
Opened
31,450
|
$211,869,000 | 0.08% |
| Church Dwight Co Inc |
Opened
2,089
|
$209,410,000 | 0.08% |
| Lam Research Corp. |
Opened
323
|
$208,016,000 | 0.08% |
| Icici Bank Limited |
Opened
8,970
|
$207,020,000 | 0.08% |
| Range Res Corp |
Opened
7,034
|
$206,800,000 | 0.08% |
| Raymond James Finl Inc |
Opened
1,957
|
$203,901,000 | 0.08% |
| Ferrari N.V. |
Opened
626
|
$203,639,000 | 0.08% |
| Suncor Energy, Inc. |
Opened
6,925
|
$203,032,000 | 0.08% |
| DuPont de Nemours Inc |
Opened
2,829
|
$202,081,000 | 0.08% |
| VanEck ETF Trust |
Opened
6,695
|
$201,586,000 | 0.08% |
| Motorola Solutions Inc |
Opened
685
|
$201,334,000 | 0.07% |
| Valley Natl Bancorp |
Opened
22,187
|
$174,326,000 | 0.06% |
| Infosys Ltd |
Opened
10,388
|
$168,933,000 | 0.06% |
| Ford Mtr Co Del |
Opened
10,926
|
$165,307,000 | 0.06% |
| Alliancebernstein Natl Mun I |
Opened
12,948
|
$138,934,000 | 0.05% |
| Invesco Advantage Mun Income |
Opened
16,399
|
$137,916,000 | 0.05% |
| Sumitomo Mitsui Finl Group I |
Opened
15,405
|
$134,834,000 | 0.05% |
| Mfs High Income Mun Tr |
Opened
38,612
|
$134,371,000 | 0.05% |
| Blackrock Muniholdings Quali |
Opened
13,240
|
$128,944,000 | 0.05% |
| Haleon Plc |
Opened
15,253
|
$127,813,000 | 0.05% |
| Ase Technology Hldg Co Ltd |
Opened
15,189
|
$127,002,000 | 0.05% |
| Mfs High Yield Mun Tr |
Opened
39,200
|
$126,224,000 | 0.05% |
| Nuveen Sr Income Fd |
Opened
26,668
|
$123,301,000 | 0.05% |
| Invesco Quality Mun Income T |
Opened
12,786
|
$122,232,000 | 0.05% |
| United Microelectronics Corp |
Opened
14,108
|
$119,861,000 | 0.04% |
| Mfs Mun Income Tr |
Opened
18,600
|
$94,860,000 | 0.04% |
| Wipro Ltd. |
Opened
17,820
|
$84,112,000 | 0.03% |
| Korea Elec Pwr Corp |
Opened
10,090
|
$78,198,000 | 0.03% |
| Enel Chile S.A. |
Opened
23,268
|
$77,481,000 | 0.03% |
| LG Display Co Ltd. |
Opened
12,206
|
$73,968,000 | 0.03% |
| Lloyds Banking Group plc |
Opened
33,401
|
$73,483,000 | 0.03% |
| ICL Group Ltd. |
Opened
13,150
|
$72,060,000 | 0.03% |
| Lumen Technologies, Inc. |
Opened
30,744
|
$69,437,000 | 0.03% |
| Owlet Inc |
Opened
198,379
|
$67,469,000 | 0.03% |
| Sirius XM Holdings Inc |
Opened
14,492
|
$65,647,000 | 0.02% |
| Banco Bradesco S.A. |
Opened
13,735
|
$48,137,000 | 0.02% |
| Nomura Holdings Inc. |
Opened
11,281
|
$43,205,000 | 0.02% |
| Nokia Corp |
Opened
10,171
|
$42,309,000 | 0.02% |
| Society Pass Inc |
Opened
44,850
|
$22,757,000 | 0.01% |
| No transactions found | |||
| Showing first 500 out of 229 holdings | |||
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