HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC DEL |
$23,264 | ||
| BRK.A | 32 | UNCH | $16,570 |
| BRK.B | 19,632 | +406 | $6,694 |
 APPLE INC |
66,055 | +5,670 | $12,810 |
| AAPL | 66,055 | +5,670 | $12,810 |
| ISHARES TR (IVV) |
22,815 | +16,876 | $10,169 |
| IVV | 22,815 | +16,876 | $10,169 |
| VANGUARD INDEX FDS (VTI) |
38,739 | +16,575 | $8,533 |
| VTI | 38,739 | +16,575 | $8,533 |
| MICROSOFT CORP |
22,814 | +3,945 | $7,769 |
| MSFT | 22,814 | +3,945 | $7,769 |
| VANGUARD TAX MANAGED FDS (VEA) |
154,682 | +116,309 | $7,143 |
| VEA | 154,682 | +116,309 | $7,143 |
| ISHARES TR (ICSH) |
133,920 | +91,465 | $6,736 |
| ICSH | 133,920 | +91,465 | $6,736 |
| FS KKR CAP CORP |
346,797 | -1,328 | $6,652 |
| FSK | 346,797 | -1,328 | $6,652 |
| ISHARES TR (SHV) |
59,219 | +38,466 | $6,541 |
| SHV | 59,219 | +38,466 | $6,541 |
| INVESCO ACTIVELY MANAGED ETF (GSY) |
131,569 | +89,841 | $6,531 |
| GSY | 131,569 | +89,841 | $6,531 |
| DIMENSIONAL ETF TRUST (DFAI) |
144,397 | -12,346 | $3,945 |
| DFAI | 144,397 | -12,346 | $3,945 |
| AMAZON COM INC |
28,500 | -5,032 | $3,715 |
| AMZN | 28,500 | -5,032 | $3,715 |
| DIREXION SHS ETF TR (TZA) |
133,000 | +101,000 | $3,498 |
| TZA | 133,000 | +101,000 | $3,498 |
| SPDR SER TR (SPYV) |
76,163 | -100,344 | $3,290 |
| SPYV | 76,163 | -100,344 | $3,290 |
| VANGUARD INDEX FDS (VO) |
14,248 | +10,180 | $3,137 |
| VO | 14,248 | +10,180 | $3,137 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
76,162 | +57,438 | $3,098 |
| VWO | 76,162 | +57,438 | $3,098 |
| DIMENSIONAL ETF TRUST (DFUS) |
63,252 | -33,431 | $3,046 |
| DFUS | 63,252 | -33,431 | $3,046 |
| SPDR SER TR (SPYG) |
46,864 | -51,825 | $2,859 |
| SPYG | 46,864 | -51,825 | $2,859 |
| ACCENTURE PLC IRELAND |
8,996 | -38 | $2,776 |
| ACN | 8,996 | -38 | $2,776 |
| NVIDIA CORPORATION |
6,469 | +248 | $2,736 |
| NVDA | 6,469 | +248 | $2,736 |
| ALPHABET INC |
21,519 | -3,933 | $2,576 |
| GOOGL | 21,519 | -3,933 | $2,576 |
| ISHARES TR (IEF) |
24,763 | +93 | $2,392 |
| IEF | 24,763 | +93 | $2,392 |
| SPDR INDEX SHS FDS (SPDW) |
67,269 | -12,006 | $2,189 |
| SPDW | 67,269 | -12,006 | $2,189 |
| ALPHABET INC |
17,829 | +257 | $2,157 |
| GOOG | 17,829 | +257 | $2,157 |
| EXXON MOBIL CORP |
18,701 | +715 | $2,004 |
| XOM | 18,701 | +715 | $2,004 |
| VANGUARD BD INDEX FDS (BSV) |
26,305 | +2,000 | $1,988 |
| BSV | 26,305 | +2,000 | $1,988 |
| JPMORGAN CHASE & CO |
12,812 | -366 | $1,863 |
| JPM | 12,812 | -366 | $1,863 |
| SPDR SER TR (MDYG) |
25,648 | -3,136 | $1,838 |
| MDYG | 25,648 | -3,136 | $1,838 |
| META PLATFORMS INC |
6,071 | -2,135 | $1,742 |
| META | 6,071 | -2,135 | $1,742 |
| ISHARES TR (GOVT) |
75,987 | +56,631 | $1,740 |
| GOVT | 75,987 | +56,631 | $1,740 |
| SPDR SER TR (MDYV) |
25,254 | -2,873 | $1,737 |
| MDYV | 25,254 | -2,873 | $1,737 |
| TESLA INC |
6,423 | +596 | $1,681 |
| TSLA | 6,423 | +596 | $1,681 |
| ISHARES TR (EEM) |
40,637 | +6,384 | $1,608 |
| EEM | 40,637 | +6,384 | $1,608 |
| VANGUARD INDEX FDS (VOO) |
3,895 | UNCH | $1,592 |
| VOO | 3,895 | UNCH | $1,592 |
| GOLDMAN SACHS ETF TR (GSIE) |
48,103 | +9,062 | $1,508 |
| GSIE | 48,103 | +9,062 | $1,508 |
| WELLS FARGO CO NEW |
35,268 | +3,940 | $1,505 |
| WFC | 35,268 | +3,940 | $1,505 |
| CONOCOPHILLIPS |
14,245 | +278 | $1,485 |
| COP | 14,245 | +278 | $1,485 |
| JOHNSON & JOHNSON |
8,721 | +4,713 | $1,443 |
| JNJ | 8,721 | +4,713 | $1,443 |
| ISHARES TR (SHY) |
17,550 | -2,567 | $1,423 |
| SHY | 17,550 | -2,567 | $1,423 |
| BROADCOM INC |
1,595 | -22 | $1,384 |
| AVGO | 1,595 | -22 | $1,384 |
| SPDR GOLD TR (GLD) |
7,760 | +5,995 | $1,383 |
| GLD | 7,760 | +5,995 | $1,383 |
| GOLDMAN SACHS ETF TR (GSID) |
26,700 | +5,040 | $1,376 |
| GSID | 26,700 | +5,040 | $1,376 |
| UNITEDHEALTH GROUP INC |
2,813 | +32 | $1,352 |
| UNH | 2,813 | +32 | $1,352 |
| ISHARES TR (IJR) |
13,235 | +9,264 | $1,319 |
| IJR | 13,235 | +9,264 | $1,319 |
| DIMENSIONAL ETF TRUST (DFAR) |
60,909 | -30,679 | $1,311 |
| DFAR | 60,909 | -30,679 | $1,311 |
| MERCK & CO INC |
11,106 | +160 | $1,289 |
| MRK | 11,106 | +160 | $1,289 |
| VISA INC |
5,427 | +8 | $1,289 |
| V | 5,427 | +8 | $1,289 |
| ISHARES TR (USRT) |
24,834 | -2,898 | $1,277 |
| USRT | 24,834 | -2,898 | $1,277 |
| CHEVRON CORP NEW |
7,746 | -1,108 | $1,219 |
| CVX | 7,746 | -1,108 | $1,219 |
| TAIWAN SEMICONDUCTOR MFG LTD |
11,922 | +360 | $1,208 |
| TSM | 11,922 | +360 | $1,208 |
See Full List: All Stocks Held By Drive Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Drive Wealth Management LLC
|
Size ($ in 1000's)
At 06/30/2023: $269,691 At 03/31/2023: $238,860 Drive Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Drive Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |
