Drive Wealth Management LLC Has $3.43 Million Stake in …

Jan 30, 2025 · Drive Wealth Management LLC reduced its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.5% in the 4th quarter, according to its most recent 13F filing with the Securities and ...

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Drive Wealth Management LLC Has $3.43 Million Stake In …

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Drive Wealth Management LLC Has $3.43 Million Holdings In …

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Jan 30, 2025 · Drive Wealth Management LLC decreased its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.5% in the 4th quarter, Holdings Channel reports. The fund owned 17,998 shares of the information services provider’s stock after selling 97 shares during …

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Drive Wealth Management LLC Sells 236 Shares Of ... - ETF Daily …

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6 days ago · WESPAC Advisors SoCal LLC Has $3.08 Million Holdings in Visa Inc. (NYSE:V) Visa Inc. (NYSE:V) is Rockline Wealth Management LLC’s 10th Largest Position; Calamos Wealth Management LLC Has $24.48 ...

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DRIVE WEALTH MANAGEMENT, LLC - WhaleWisdom.com

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Drive Wealth Management is based out of Lehi. Drive Wealth Management is a large advisory firm with 1098 clients and discretionary assets under management (AUM) of $1,488,146,172 (Form ADV from 2024-03-14). Their last reported 13F filing for Q4 2024 included …

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Drive Wealth Management LLC Has $4.49 Million Stock Position In ...

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Drive Wealth Management LLC lessened its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 1.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 23,732 …

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Drive Wealth Management LLC Has $2.24 Million Stock Position In ...

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Feb 1, 2025 · Drive Wealth Management LLC cut its position in JPMorgan Chase & Co. by 3.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The ...

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Drive Wealth Management LLC Invests $393,000 In Blue Owl

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Jan 28, 2025 · Drive Wealth Management LLC purchased a new stake in shares of Blue Owl Capital Co. III (NYSE:OBDE - Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor …

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Drive Wealth Management LLC Grows Stake In Vanguard S&P 500 …

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Jan 27, 2025 · Drive Wealth Management LLC increased its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 4.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.The institutional …

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DRIVE WEALTH MANAGEMENT, LLC - 13F

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Drive Wealth Management, LLC reported 321 holdings with total value $384 M as of Q3 2024. Top holdings included IVV, BRK-A, VEA, AAPL, and VWO. DRIVE WEALTH MANAGEMENT, LLC 13F Portfolio Filings Most recent 13F Q3 2024. Location Lehi, UT CIK 0001952781 All …

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Invesco QQQ (NASDAQ:QQQ) Holdings Lifted By Drive Wealth …

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Jan 27, 2025 · Drive Wealth Management LLC boosted its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 3.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.The firm owned 1,603 shares …

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Drive Wealth Management LLC Sells 93,447 Shares Of NCino

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Jan 27, 2025 · Drive Wealth Management LLC decreased its holdings in shares of nCino, Inc. (NASDAQ:NCNO - Free Report) by 72.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. ... Asset …

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Microsoft Co. (NASDAQ:MSFT) Is Drive Wealth Management LLC’s …

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Jan 25, 2025 · Drive Wealth Management LLC increased its stake in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 1.3% in the third quarter, according to the company in its most recent Form 13F filing ...

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Drive Wealth Management LLC Buys 889 Shares Of Meta …

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Drive Wealth Management LLC lifted its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 13.2% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 7,606 shares of the social networking company’s stock …

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Drive Wealth Management LLC Buys 889 Shares Of Meta

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Jan 30, 2025 · Drive Wealth Management LLC lifted its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 13.2% in the 4th quarter, according to its most recent Form 13F filing with the SEC.The institutional investor owned 7,606 shares of the social networking …

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**Goodness Growth Enters Merger Agreements With Deep ... - ETF …

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Dec 25, 2024 · KFG Wealth Management LLC Sells 979 Shares of Alphabet Inc. (NASDAQ:GOOGL) Stonehage Fleming Financial Services Holdings Ltd Has $41.12 Million Holdings in Alphabet Inc. (NASDAQ:GOOGL) Avaii ...

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Top 10 Financial Advisors In New Jersey | SmartAsset.com

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Circle Wealth Management, LLC Find an Advisor. Read Review. $10,174,361,288: $30,000,000: ... The minimum portfolio size is $2 million. Fees for investment management are based on a percentage of assets under management, ... The firm looks to preserve wealth and drive …

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Kingsview Wealth Management LLC Has $44.84 Million Stake

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7 hours ago · Kingsview Wealth Management LLC boosted its position in Salesforce, Inc. (NYSE:CRM - Free Report) by 2.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 134,117 shares of the …

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10 Best Financial Advisors In New Jersey | 2021-2022 Ranking

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Oct 10, 2017 · This fee-only NJ wealth management firm works with individuals, families, trusts, institutions, and philanthropic organizations who typically have at least $1 million in investment assets. Key Factors That Enabled Modera Wealth Management to Rank as One of the Best …

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FAQs about Drive Wealth Management LLC Has $3.43 Million Stake in … Coupon?

Does drive wealth management own Alphabet Inc?

Drive Wealth Management LLC reduced its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 17,998 shares of the information services provider’s stock after selling 97 shares during the quarter. ...

How much money does Valley wealth managers manage?

Today, the firm manages more than $2.2 billion in assets under management across 48 advisors. Valley Wealth Managers employs a dynamic investment approach that includes tactical allocation across various asset classes such as stocks, bonds, and cash reserves. ...

What is MWM's investment philosophy?

MWM, as defined by this New Jersey wealth management firm, believes in focusing on protection in its investment philosophy. They think that those who have acquired assets over time should have proper protection throughout market ups and downs to maintain and nurture their wealth. ...

Is circle wealth a fee-only financial advisor firm?

Circle Wealth is a fee-only financial advisor firm, meaning it only receives income from client fees. This avoids the conflicts of interest found at a fee-based firm, which can receive commissions for insurance or securities transactions. There is a $30 million account minimum. ...

What makes a New Jersey wealth management firm a good fit?

This New Jersey wealth management firm stands out due to their innovative approach, track record of success, and broad range of tailored financial solutions. These characteristics make them a great fit for the needs of the wealthy. ...

Who is Modera wealth management?

Modera Wealth Management’s roots can be traced back to 1983. It formed a two-office regional firm in 2011 through a merger between Back Bay Financial Group, Inc. and Modera Capital, Inc. The latter, Modera Capital, Inc. is now a financial holding company and owns the firm. ...