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| Name: |
DRIVE WEALTH MANAGEMENT LLC |
| City: |
LEHI |
| State: |
UT |
| Zip: |
84043 |
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data |
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Filing Period: |
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| Holdings
Found :
17 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BRK.A |
Berkshire Hathaway Inc |
2 |
- |
$622,000.00 |
$20,937,000 |
33 |
5.87% |
3,030,000 |
0 |
0.001 |
Property & Casualty I... |
|
|
DFSD |
Dfa Dimensional Short-durat... |
122 |
- |
$0.00 |
$533,000 |
11,325 |
0.15% |
1,000 |
0 |
0.013 |
N/A |
|
|
QUS |
Spdr Msci Usa Strategicfactors |
124 |
- |
$0.00 |
$522,000 |
3,585 |
0.15% |
48,000 |
0 |
0.044 |
N/A |
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IYW |
iShares Trust DJ US Sector |
140 |
- |
$133.97 |
$477,000 |
3,535 |
0.13% |
43,000 |
0 |
0.002 |
Closed - End Fund - E... |
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XLK |
SPDR Technology Sector |
216 |
- |
$205.54 |
$279,000 |
1,342 |
0.08% |
21,000 |
0 |
0.004 |
Closed - End Fund - E... |
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AZO |
Autozone Inc |
233 |
- |
$2,979.32 |
$255,000 |
81 |
0.07% |
46,000 |
0 |
0 |
Auto Parts Stores |
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NAD |
Nuveen Dividend Advantage M... |
234 |
- |
$11.21 |
$253,000 |
21,950 |
0.07% |
2,000 |
0 |
0.011 |
Closed - End Fund - E... |
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MVF |
Blackrock Munivest Fund Inc |
245 |
- |
$7.04 |
$244,000 |
34,450 |
0.07% |
-1,000 |
0 |
0 |
Closed - End Fund - Debt |
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NOBL |
ProShares S&P 500 Dividend ... |
255 |
- |
$0.00 |
$239,000 |
2,353 |
0.07% |
15,000 |
0 |
0.003 |
N/A |
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TTWO |
Take-Two Interactive |
256 |
- |
$145.88 |
$238,000 |
1,606 |
0.07% |
-20,000 |
0 |
0.02 |
Technical & System So... |
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VDE |
Vanguard Energy VIPERS |
266 |
- |
$130.97 |
$230,000 |
1,750 |
0.06% |
25,000 |
0 |
0.003 |
Closed - End Fund - E... |
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MQT |
Blackrock Muniyield Quality... |
296 |
- |
$10.08 |
$151,000 |
14,295 |
0.04% |
3,000 |
0 |
0.063 |
Closed - End Fund - Debt |
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MUE |
Blackrock Muniholdings Insu... |
299 |
- |
$9.98 |
$135,000 |
13,240 |
0.04% |
2,000 |
0 |
0.059 |
Closed - End Fund - Debt |
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MMU |
Western Asset Managed Munic... |
300 |
- |
$10.20 |
$128,000 |
12,232 |
0.04% |
4,000 |
0 |
0.028 |
Closed - End Fund - Debt |
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MFM |
MFS Municipal Income Trust |
303 |
- |
$5.26 |
$116,000 |
21,600 |
0.03% |
4,000 |
0 |
0.061 |
Closed - End Fund - Debt |
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CMU |
Colonial Municipal Income T... |
305 |
- |
$3.31 |
$113,000 |
34,000 |
0.03% |
0 |
0 |
0.122 |
Closed - End Fund - Debt |
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SOPA |
Society Pass Incorporated. |
317 |
- |
$0.00 |
$7,000 |
44,850 |
0% |
-6,000 |
0 |
0.197 |
N/A |
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