Drive Wealth Management
Latest statistics and disclosures from Drive Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VEA, BBUS, NVDA, AAPL, and represent 21.59% of Drive Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: CLOA (+$8.2M), JPLD (+$6.0M), CGMS, SJNK, CDX, TFLO, BBUS, USHY, JPIE, IJR.
- Started 47 new stock positions in XEL, FG, STT, K, EXC, GNW, PSTG, MPWR, MRVL, GIS.
- Reduced shares in these 10 stocks: SHV (-$7.6M), GSY (-$7.5M), REM, AAPL, HYG, SRLN, IVV, , MORT, PDI.
- Sold out of its positions in AFL, ALGT, BRK.A, Biovie, CMS, EBR, CHD, CIFR, CPRT, DFAE.
- Drive Wealth Management was a net seller of stock by $-15M.
- Drive Wealth Management has $472M in assets under management (AUM), dropping by 3.38%.
- Central Index Key (CIK): 0001952781
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Portfolio Holdings for Drive Wealth Management
Drive Wealth Management holds 358 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 6.1 | $29M | -7% | 43k | 669.29 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.7 | $22M | 372k | 59.92 |
|
|
| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 4.0 | $19M | +18% | 157k | 120.66 |
|
| NVIDIA Corporation (NVDA) | 3.7 | $18M | +8% | 94k | 186.59 |
|
| Apple (AAPL) | 3.1 | $14M | -16% | 57k | 254.63 |
|
| Microsoft Corporation (MSFT) | 3.0 | $14M | +3% | 28k | 517.95 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.9 | $14M | -10% | 249k | 54.18 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 2.5 | $12M | -7% | 39k | 294.77 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 1.8 | $8.4M | -4% | 362k | 23.12 |
|
| Amazon (AMZN) | 1.8 | $8.3M | 38k | 219.57 |
|
|
| Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) | 1.7 | $8.2M | NEW | 158k | 51.97 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 1.5 | $7.2M | -25% | 173k | 41.58 |
|
| Meta Platforms Cl A (META) | 1.5 | $7.1M | +2% | 9.7k | 734.39 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.5 | $7.0M | +37% | 59k | 118.83 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $6.4M | 26k | 243.10 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 1.3 | $6.1M | 89k | 67.83 |
|
|
| J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) | 1.3 | $6.0M | NEW | 114k | 52.47 |
|
| Tesla Motors (TSLA) | 1.2 | $5.5M | 12k | 444.71 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.1 | $5.1M | +18% | 61k | 84.11 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $5.0M | 20k | 243.54 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $4.9M | 9.6k | 502.74 |
|
|
| Broadcom (AVGO) | 1.0 | $4.8M | +3% | 15k | 329.91 |
|
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.9 | $4.4M | NEW | 160k | 27.75 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $4.0M | 12k | 329.07 |
|
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.8 | $4.0M | 157k | 25.19 |
|
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.8 | $3.9M | 162k | 24.30 |
|
|
| Exxon Mobil Corporation (XOM) | 0.8 | $3.7M | 33k | 112.75 |
|
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.7 | $3.2M | +5% | 79k | 41.11 |
|
| Spdr Series Trust Bloomberg Sht Te (SJNK) | 0.7 | $3.1M | NEW | 122k | 25.60 |
|
| Simplify Exchange Traded Fun High Yield Etf (CDX) | 0.7 | $3.1M | NEW | 134k | 22.91 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $3.0M | +3% | 9.6k | 315.42 |
|
| Visa Com Cl A (V) | 0.6 | $3.0M | 8.7k | 341.38 |
|
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.6 | $3.0M | NEW | 59k | 50.59 |
|
| Goldman Sachs Etf Tr Marketbeta Intl (GSID) | 0.6 | $2.9M | +6% | 44k | 66.57 |
|
| Wal-Mart Stores (WMT) | 0.6 | $2.9M | 28k | 103.06 |
|
|
| Ishares Tr Broad Usd High (USHY) | 0.6 | $2.9M | NEW | 76k | 37.78 |
|
| Caterpillar (CAT) | 0.6 | $2.8M | 5.9k | 477.18 |
|
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.5 | $2.5M | 107k | 23.37 |
|
|
| Dimensional Etf Trust Emerging Markets (DFSE) | 0.5 | $2.5M | +4% | 60k | 41.09 |
|
| Nutex Health (NUTX) | 0.5 | $2.4M | 23k | 103.32 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $2.4M | 3.8k | 614.18 |
|
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.5 | $2.3M | 65k | 36.16 |
|
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.5 | $2.3M | NEW | 50k | 46.41 |
|
| Abbott Laboratories (ABT) | 0.5 | $2.2M | 17k | 133.94 |
|
|
| Blackrock (BLK) | 0.5 | $2.2M | 1.8k | 1165.95 |
|
|
| Pacer Fds Tr Us Small Cap Cas (CALF) | 0.5 | $2.1M | -2% | 49k | 43.78 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $2.1M | 2.3k | 925.64 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.4 | $2.0M | 82k | 24.34 |
|
|
| Eli Lilly & Co. (LLY) | 0.4 | $1.9M | -8% | 2.5k | 763.09 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.4 | $1.9M | -17% | 27k | 68.08 |
|
| Netflix (NFLX) | 0.4 | $1.8M | -4% | 1.5k | 1199.00 |
|
| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.4 | $1.8M | +5% | 30k | 61.17 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.4 | $1.8M | 79k | 22.95 |
|
|
| Oracle Corporation (ORCL) | 0.4 | $1.8M | -7% | 6.4k | 281.26 |
|
| Wells Fargo & Company (WFC) | 0.4 | $1.8M | -15% | 22k | 83.82 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $1.8M | 3.6k | 490.39 |
|
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.4 | $1.8M | +6% | 58k | 30.39 |
|
| Chevron Corporation (CVX) | 0.4 | $1.8M | +14% | 11k | 155.29 |
|
| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 0.4 | $1.7M | +4% | 69k | 25.42 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.4 | $1.7M | -4% | 46k | 37.94 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.4 | $1.7M | 82k | 21.22 |
|
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.4 | $1.7M | 77k | 22.15 |
|
|
| McDonald's Corporation (MCD) | 0.4 | $1.7M | +2% | 5.6k | 303.88 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.3 | $1.6M | 69k | 23.47 |
|
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.3 | $1.6M | 62k | 25.52 |
|
|
| Deere & Company (DE) | 0.3 | $1.6M | -2% | 3.4k | 458.81 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $1.5M | +4% | 2.7k | 568.89 |
|
| Union Pacific Corporation (UNP) | 0.3 | $1.5M | -3% | 6.4k | 236.37 |
|
| Abbvie (ABBV) | 0.3 | $1.5M | 6.5k | 231.52 |
|
|
| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.3 | $1.5M | +48% | 16k | 93.75 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $1.4M | -5% | 5.0k | 280.09 |
|
| Vaneck Etf Trust Mortgage Reit (MORT) | 0.3 | $1.4M | -62% | 128k | 10.77 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $1.3M | -31% | 6.9k | 194.51 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.3 | $1.3M | -3% | 12k | 104.51 |
|
| SYSCO Corporation (SYY) | 0.3 | $1.2M | -2% | 15k | 82.34 |
|
| Home Depot (HD) | 0.3 | $1.2M | -21% | 3.0k | 405.15 |
|
| Procter & Gamble Company (PG) | 0.3 | $1.2M | 7.9k | 153.65 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $1.2M | +14% | 6.4k | 182.43 |
|
| Textron (TXT) | 0.2 | $1.2M | -2% | 14k | 84.51 |
|
| salesforce (CRM) | 0.2 | $1.2M | -4% | 4.9k | 237.43 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.2 | $1.1M | -3% | 18k | 62.91 |
|
| Cisco Systems (CSCO) | 0.2 | $1.1M | 17k | 68.42 |
|
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| At&t (T) | 0.2 | $1.1M | -16% | 37k | 28.24 |
|
| Intuit (INTU) | 0.2 | $1.0M | 1.5k | 683.09 |
|
|
| Newmont Mining Corporation (NEM) | 0.2 | $1.0M | +22% | 12k | 84.31 |
|
| Bank of America Corporation (BAC) | 0.2 | $991k | 19k | 51.59 |
|
|
| Advanced Micro Devices (AMD) | 0.2 | $967k | +31% | 6.0k | 161.78 |
|
| Ge Aerospace Com New (GE) | 0.2 | $958k | 3.2k | 301.15 |
|
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| Amphenol Corp Cl A (APH) | 0.2 | $951k | 7.7k | 123.91 |
|
|
| Triple Flag Precious Metals (TFPM) | 0.2 | $938k | +5% | 32k | 29.26 |
|
| Arista Networks Com Shs (ANET) | 0.2 | $934k | 6.4k | 145.71 |
|
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.2 | $932k | -16% | 20k | 46.08 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $927k | -73% | 11k | 81.19 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $926k | -5% | 2.6k | 352.77 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $911k | +2% | 5.4k | 167.34 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $901k | -8% | 29k | 31.42 |
|
| Applovin Corp Com Cl A (APP) | 0.2 | $898k | +17% | 1.3k | 718.71 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $874k | -54% | 15k | 57.52 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $872k | -51% | 15k | 57.10 |
|
| Booking Holdings (BKNG) | 0.2 | $861k | +9% | 160.00 | 5382.70 |
|
| Kenvue (KVUE) | 0.2 | $853k | -4% | 53k | 16.23 |
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| Hca Holdings (HCA) | 0.2 | $841k | -3% | 2.0k | 426.26 |
|
| Philip Morris International (PM) | 0.2 | $836k | -30% | 5.2k | 162.19 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.2 | $836k | 19k | 44.69 |
|
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.2 | $822k | -6% | 15k | 55.33 |
|
| Waste Management (WM) | 0.2 | $806k | 3.7k | 220.83 |
|
|
| Northrop Grumman Corporation (NOC) | 0.2 | $782k | +21% | 1.3k | 609.11 |
|
| Goldman Sachs (GS) | 0.2 | $770k | +2% | 967.00 | 796.26 |
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| Sunrun (RUN) | 0.2 | $759k | -54% | 44k | 17.29 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $759k | 10k | 72.77 |
|
|
| Coca-Cola Company (KO) | 0.2 | $756k | -13% | 11k | 66.92 |
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| Keysight Technologies (KEYS) | 0.2 | $747k | -3% | 4.3k | 174.90 |
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| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.2 | $745k | -48% | 16k | 45.99 |
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| Servicenow (NOW) | 0.2 | $726k | 789.00 | 920.37 |
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| Aberdeen Income Cred Strat (ACP) | 0.2 | $722k | -71% | 125k | 5.80 |
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| UnitedHealth (UNH) | 0.2 | $712k | 2.1k | 345.34 |
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| Micron Technology (MU) | 0.1 | $692k | 4.1k | 167.33 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $681k | 15k | 46.12 |
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| Johnson & Johnson (JNJ) | 0.1 | $676k | +22% | 3.6k | 185.41 |
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| ConocoPhillips (COP) | 0.1 | $671k | +57% | 7.1k | 94.59 |
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| Wisdomtree Tr Emerging Markets (NTSE) | 0.1 | $669k | +5% | 19k | 36.23 |
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| Fiserv (FI) | 0.1 | $666k | -2% | 5.2k | 128.93 |
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| Invesco Exchange Traded Fd T Intl Divi Achi (PID) | 0.1 | $657k | +5% | 31k | 21.27 |
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| Fair Isaac Corporation (FICO) | 0.1 | $638k | 426.00 | 1496.53 |
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| Wisdomtree Tr Glb Us Qtly Div (DNL) | 0.1 | $633k | +7% | 16k | 40.49 |
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| Invesco Actively Managed Exc Total Return (GTO) | 0.1 | $630k | -5% | 13k | 47.51 |
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| Kla Corp Com New (KLAC) | 0.1 | $617k | 572.00 | 1079.17 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $615k | -6% | 1.0k | 601.02 |
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| Campbell Soup Company (CPB) | 0.1 | $613k | NEW | 19k | 31.58 |
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| Applied Materials (AMAT) | 0.1 | $613k | -2% | 3.0k | 204.75 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.1 | $612k | 17k | 35.48 |
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| Toll Brothers (TOL) | 0.1 | $608k | 4.4k | 138.13 |
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| Marriott Intl Cl A (MAR) | 0.1 | $607k | 2.3k | 260.47 |
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| Roblox Corp Cl A (RBLX) | 0.1 | $606k | 4.4k | 138.52 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $605k | +3% | 10k | 60.68 |
|
| Palo Alto Networks (PANW) | 0.1 | $602k | +2% | 3.0k | 203.59 |
|
| First Tr Exchange Traded Intl Dev Strngth (FICS) | 0.1 | $599k | +7% | 16k | 38.14 |
|
| Progressive Corporation (PGR) | 0.1 | $595k | -3% | 2.4k | 247.00 |
|
| Simplify Exchange Traded Fun Volatility Prem (SVOL) | 0.1 | $588k | -65% | 33k | 18.00 |
|
| Anglogold Ashanti Com Shs (AU) | 0.1 | $587k | +6% | 8.4k | 70.33 |
|
| Jd.com Spon Ads Cl A (JD) | 0.1 | $580k | NEW | 17k | 34.98 |
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| International Business Machines (IBM) | 0.1 | $578k | -14% | 2.1k | 282.15 |
|
| Traeger Common Stock (COOK) | 0.1 | $576k | +107% | 472k | 1.22 |
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| Brookfield Real Assets Incom Shs Ben Int (RA) | 0.1 | $575k | -70% | 43k | 13.36 |
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| McKesson Corporation (MCK) | 0.1 | $574k | 743.00 | 773.02 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $572k | -43% | 7.9k | 72.44 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $568k | +16% | 1.5k | 391.66 |
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| Sap Se Spon Adr (SAP) | 0.1 | $567k | 2.1k | 267.23 |
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| Verizon Communications (VZ) | 0.1 | $560k | +17% | 13k | 43.95 |
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| TJX Companies (TJX) | 0.1 | $558k | +3% | 3.9k | 144.54 |
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| Automatic Data Processing (ADP) | 0.1 | $552k | 1.9k | 295.08 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $549k | 7.7k | 70.98 |
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| Blackstone Long Short Cr Com Shs Bn Int (BGX) | 0.1 | $534k | -74% | 45k | 12.00 |
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| Phillips 66 (PSX) | 0.1 | $534k | -6% | 3.9k | 136.03 |
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| Organon & Co Common Stock (OGN) | 0.1 | $533k | +80% | 50k | 10.68 |
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| Southern Company (SO) | 0.1 | $531k | +5% | 5.6k | 94.77 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $518k | -11% | 1.7k | 309.78 |
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| Uber Technologies (UBER) | 0.1 | $513k | +4% | 5.2k | 97.96 |
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| General Dynamics Corporation (GD) | 0.1 | $512k | +2% | 1.5k | 340.97 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $508k | 3.8k | 134.17 |
|
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $507k | -9% | 4.2k | 120.72 |
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| Shell Spon Ads (SHEL) | 0.1 | $505k | +4% | 7.1k | 71.53 |
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| Qualcomm (QCOM) | 0.1 | $504k | 3.0k | 166.34 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $499k | -64% | 1.1k | 468.62 |
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| Eaton Corp SHS (ETN) | 0.1 | $496k | +4% | 1.3k | 374.30 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $491k | +88% | 507.00 | 968.78 |
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| Travelers Companies (TRV) | 0.1 | $489k | 1.8k | 279.22 |
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| Pimco Dynamic Income SHS (PDI) | 0.1 | $488k | -82% | 24k | 20.02 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $487k | -24% | 1.1k | 447.28 |
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| Repligen Corporation (RGEN) | 0.1 | $482k | -5% | 3.6k | 133.67 |
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| O'reilly Automotive (ORLY) | 0.1 | $480k | +5% | 4.5k | 107.80 |
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| Hubspot (HUBS) | 0.1 | $479k | NEW | 1.0k | 467.81 |
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| American Express Company (AXP) | 0.1 | $474k | 1.4k | 332.10 |
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| Deutsche Bank A G Namen Akt (DB) | 0.1 | $470k | 13k | 35.41 |
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| Gilead Sciences (GILD) | 0.1 | $468k | -9% | 4.2k | 110.99 |
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| Glacier Ban (GBCI) | 0.1 | $467k | -36% | 9.6k | 48.67 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $467k | 616.00 | 758.11 |
|
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| Walt Disney Company (DIS) | 0.1 | $462k | +9% | 4.0k | 114.49 |
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| Merck & Co (MRK) | 0.1 | $456k | +31% | 5.4k | 84.71 |
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| Fastenal Company (FAST) | 0.1 | $455k | -24% | 9.3k | 49.04 |
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| Ubs Group SHS (UBS) | 0.1 | $455k | +4% | 11k | 41.00 |
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| Lowe's Companies (LOW) | 0.1 | $451k | +3% | 1.8k | 251.37 |
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| Ge Vernova (GEV) | 0.1 | $441k | -5% | 716.00 | 615.18 |
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| Rbc Cad (RY) | 0.1 | $436k | 3.0k | 147.32 |
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| Linde SHS (LIN) | 0.1 | $435k | +8% | 917.00 | 474.82 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $432k | +10% | 3.5k | 123.75 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $431k | -30% | 1.2k | 355.47 |
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| AutoZone (AZO) | 0.1 | $429k | +5% | 100.00 | 4290.24 |
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| Ameriprise Financial (AMP) | 0.1 | $422k | 859.00 | 491.52 |
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| Enbridge (ENB) | 0.1 | $421k | 8.3k | 50.46 |
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| Cme (CME) | 0.1 | $420k | 1.6k | 270.11 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $417k | -40% | 15k | 27.30 |
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| Nextera Energy (NEE) | 0.1 | $417k | 5.5k | 75.49 |
|
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| Raymond James Financial (RJF) | 0.1 | $415k | 2.4k | 172.57 |
|
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| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.1 | $409k | -94% | 8.1k | 50.23 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $408k | -94% | 3.7k | 110.48 |
|
| Iren Ordinary Shares (IREN) | 0.1 | $399k | -79% | 8.5k | 46.93 |
|
| Take-Two Interactive Software (TTWO) | 0.1 | $398k | 1.5k | 258.28 |
|
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| Bank of New York Mellon Corporation (BK) | 0.1 | $390k | +2% | 3.6k | 108.96 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $382k | +2% | 833.00 | 458.30 |
|
| Honeywell International (HON) | 0.1 | $380k | -15% | 1.8k | 210.51 |
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| Chubb (CB) | 0.1 | $380k | 1.3k | 283.19 |
|
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| Chunghwa Telecom Spon Adr New11 (CHT) | 0.1 | $379k | 8.7k | 43.62 |
|
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| Ferrari Nv Ord (RACE) | 0.1 | $378k | 780.00 | 485.10 |
|
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| Cigna Corp (CI) | 0.1 | $375k | +4% | 1.3k | 288.31 |
|
| Consolidated Edison (ED) | 0.1 | $369k | +52% | 3.7k | 100.53 |
|
| Cintas Corporation (CTAS) | 0.1 | $368k | 1.8k | 205.27 |
|
|
| Cadence Design Systems (CDNS) | 0.1 | $361k | +2% | 1.0k | 351.26 |
|
| Nexstar Media Group Common Stock (NXST) | 0.1 | $357k | +43% | 1.8k | 197.75 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $356k | 21k | 16.74 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $354k | +2% | 508.00 | 697.31 |
|
| Equinix (EQIX) | 0.1 | $352k | -2% | 449.00 | 783.69 |
|
| Boeing Company (BA) | 0.1 | $349k | +2% | 1.6k | 215.84 |
|
| Elbit Sys Ord (ESLT) | 0.1 | $347k | 680.00 | 509.78 |
|
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $347k | NEW | 6.9k | 50.47 |
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.1 | $345k | -11% | 3.0k | 113.61 |
|
| Barrick Mng Corp Com Shs (B) | 0.1 | $345k | NEW | 11k | 32.77 |
|
| Ameren Corporation (AEE) | 0.1 | $343k | +3% | 3.3k | 104.38 |
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $343k | 1.3k | 259.34 |
|
|
| Kellogg Company (K) | 0.1 | $336k | NEW | 4.1k | 82.02 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) | 0.1 | $336k | 8.6k | 38.89 |
|
|
| Drdgold Spon Adr Repstg (DRD) | 0.1 | $329k | NEW | 12k | 27.60 |
|
| Icici Bank Adr (IBN) | 0.1 | $326k | 11k | 30.23 |
|
|
| Ing Groep Sponsored Adr (ING) | 0.1 | $325k | +2% | 12k | 26.08 |
|
| MetLife (MET) | 0.1 | $325k | 3.9k | 82.37 |
|
|
| Kkr & Co (KKR) | 0.1 | $317k | +3% | 2.4k | 129.93 |
|
| Encompass Health Corp (EHC) | 0.1 | $317k | 2.5k | 127.02 |
|
|
| Unilever Spon Adr New (UL) | 0.1 | $314k | 5.3k | 59.29 |
|
|
| Hartford Financial Services (HIG) | 0.1 | $310k | 2.3k | 133.90 |
|
|
| Intercontinental Exchange (ICE) | 0.1 | $310k | 1.8k | 168.51 |
|
|
| American Electric Power Company (AEP) | 0.1 | $309k | +12% | 2.7k | 112.51 |
|
| Southern Copper Corporation (SCCO) | 0.1 | $305k | 2.5k | 121.37 |
|
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.1 | $302k | -73% | 2.2k | 137.20 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $302k | +5% | 1.8k | 170.85 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $301k | -5% | 3.0k | 99.11 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $300k | 1.4k | 206.91 |
|
|
| Intel Corporation (INTC) | 0.1 | $297k | -2% | 8.8k | 33.55 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $294k | 10k | 28.79 |
|
|
| United Rentals (URI) | 0.1 | $289k | 303.00 | 954.11 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $287k | -70% | 430.00 | 668.21 |
|
| F&g Annuities & Life Common Stock (FG) | 0.1 | $285k | NEW | 9.1k | 31.27 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $285k | +13% | 3.7k | 76.72 |
|
| Spdr Series Trust S&P 400 MDCP GRW (MDYG) | 0.1 | $282k | -26% | 3.1k | 91.55 |
|
| Amgen (AMGN) | 0.1 | $282k | +31% | 999.00 | 282.28 |
|
| Kb Finl Group Sponsored Adr (KB) | 0.1 | $282k | 3.4k | 82.92 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $281k | -7% | 3.3k | 84.61 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $280k | -20% | 1.9k | 148.61 |
|
| Wec Energy Group (WEC) | 0.1 | $280k | +5% | 2.4k | 114.59 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $278k | -13% | 2.8k | 97.61 |
|
| Corteva (CTVA) | 0.1 | $278k | 4.1k | 67.63 |
|
|
| Pepsi (PEP) | 0.1 | $276k | 2.0k | 140.47 |
|
|
| Woori Finl Group Sponsored Ads (WF) | 0.1 | $275k | 4.9k | 56.15 |
|
|
| Royal Caribbean Cruises (RCL) | 0.1 | $274k | +2% | 843.00 | 324.69 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.1 | $274k | 6.0k | 45.80 |
|
|
| Kraft Heinz (KHC) | 0.1 | $273k | NEW | 11k | 26.04 |
|
| American Intl Group Com New (AIG) | 0.1 | $273k | -2% | 3.5k | 78.54 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $273k | 1.7k | 157.56 |
|
|
| General Motors Company (GM) | 0.1 | $272k | 4.5k | 60.97 |
|
|
| Marsh & McLennan Companies (MMC) | 0.1 | $272k | -11% | 1.3k | 201.48 |
|
| Synopsys (SNPS) | 0.1 | $271k | 548.00 | 493.59 |
|
|
| Martin Marietta Materials (MLM) | 0.1 | $270k | +2% | 429.00 | 629.94 |
|
| Ecolab (ECL) | 0.1 | $269k | +4% | 978.00 | 274.61 |
|
| Invesco Db Commdy Indx Trck Unit (DBC) | 0.1 | $268k | +6% | 12k | 22.53 |
|
| Toyota Motor Corp Ads (TM) | 0.1 | $267k | -12% | 1.4k | 191.14 |
|
| Fidelity Covington Trust Enhanced Large (FELG) | 0.1 | $265k | -2% | 6.5k | 41.12 |
|
| Ionq Inc Pipe (IONQ) | 0.1 | $262k | NEW | 4.3k | 61.50 |
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $259k | 2.3k | 110.36 |
|
|
| Nvni Group SHS (NVNI) | 0.1 | $256k | -8% | 309k | 0.83 |
|
| Ncino (NCNO) | 0.1 | $256k | -73% | 9.4k | 27.11 |
|
| Analog Devices (ADI) | 0.1 | $256k | +3% | 1.0k | 245.80 |
|
| Series Portfolios Tr Eldridge Aaa Clo (CLOX) | 0.1 | $256k | NEW | 10k | 25.57 |
|
| Vulcan Materials Company (VMC) | 0.1 | $255k | 830.00 | 307.70 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $255k | -26% | 2.6k | 99.81 |
|
| Valero Energy Corporation (VLO) | 0.1 | $254k | 1.5k | 170.30 |
|
|
| Paccar (PCAR) | 0.1 | $253k | 2.6k | 98.33 |
|
|
| General Mills (GIS) | 0.1 | $252k | NEW | 5.0k | 50.42 |
|
| Illinois Tool Works (ITW) | 0.1 | $252k | -4% | 959.00 | 262.32 |
|
| F5 Networks (FFIV) | 0.1 | $251k | 778.00 | 322.98 |
|
|
| Xcel Energy (XEL) | 0.1 | $251k | NEW | 3.1k | 81.22 |
|
| Simplify Exchange Traded Fun Multi Qis Altern (QIS) | 0.1 | $251k | +22% | 13k | 19.17 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $248k | -8% | 2.0k | 125.50 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $248k | 332.00 | 746.63 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $246k | +2% | 4.6k | 53.08 |
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.1 | $245k | +6% | 34k | 7.27 |
|
| Dell Technologies CL C (DELL) | 0.1 | $245k | +2% | 1.7k | 141.76 |
|
| Williams Companies (WMB) | 0.1 | $243k | 3.8k | 63.35 |
|
|
| Strategy Cl A New (MSTR) | 0.1 | $243k | -28% | 753.00 | 322.21 |
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $242k | NEW | 717.00 | 337.26 |
|
| NVR (NVR) | 0.1 | $241k | +7% | 30.00 | 8034.67 |
|
| Capital One Financial (COF) | 0.1 | $238k | +5% | 1.1k | 212.57 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $238k | 4.1k | 58.21 |
|
|
| Pure Storage Cl A (PSTG) | 0.1 | $237k | NEW | 2.8k | 83.81 |
|
| Stifel Financial (SF) | 0.1 | $237k | 2.1k | 113.46 |
|
|
| Altria (MO) | 0.0 | $235k | NEW | 3.5k | 67.11 |
|
| Kkr Real Estate Finance Trust (KREF) | 0.0 | $233k | -78% | 25k | 9.25 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.0 | $231k | NEW | 1.6k | 145.56 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $231k | -17% | 5.1k | 45.10 |
|
| Dominion Resources (D) | 0.0 | $230k | +4% | 3.8k | 61.17 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $230k | -8% | 2.9k | 79.94 |
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $229k | NEW | 391.00 | 586.04 |
|
| Relx Sponsored Adr (RELX) | 0.0 | $229k | -2% | 4.8k | 47.76 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $228k | NEW | 1.6k | 143.18 |
|
| Universal Hlth Svcs CL B (UHS) | 0.0 | $228k | 1.1k | 204.47 |
|
|
| Zions Bancorporation (ZION) | 0.0 | $227k | -31% | 4.0k | 56.58 |
|
| Barclays Adr (BCS) | 0.0 | $227k | 11k | 20.67 |
|
|
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.0 | $226k | 4.5k | 50.36 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $226k | 826.00 | 273.65 |
|
|
| Ross Stores (ROST) | 0.0 | $224k | NEW | 1.5k | 152.37 |
|
| Firstcash Holdings (FCFS) | 0.0 | $224k | -17% | 1.4k | 158.40 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $223k | 2.8k | 78.91 |
|
|
| PNC Financial Services (PNC) | 0.0 | $223k | 1.1k | 200.93 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $222k | -3% | 1.2k | 183.79 |
|
| Ferrovial Se Ord Shs (FER) | 0.0 | $222k | NEW | 3.8k | 58.60 |
|
| Lpl Financial Holdings (LPLA) | 0.0 | $221k | +2% | 665.00 | 332.64 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $221k | 2.2k | 99.53 |
|
|
| Spdr Series Trust S&p 400 Mdcp Val (MDYV) | 0.0 | $219k | -26% | 2.6k | 83.42 |
|
| Willis Towers Watson SHS (WTW) | 0.0 | $218k | NEW | 629.00 | 346.31 |
|
| Verisign (VRSN) | 0.0 | $218k | 778.00 | 279.75 |
|
|
| Tencent Music Entmt Group Spon Ads (TME) | 0.0 | $217k | NEW | 9.3k | 23.34 |
|
| Wintrust Financial Corporation (WTFC) | 0.0 | $217k | 1.6k | 132.40 |
|
|
| Cloudflare Cl A Com (NET) | 0.0 | $216k | NEW | 1.0k | 214.59 |
|
| State Street Corporation (STT) | 0.0 | $216k | NEW | 1.9k | 116.00 |
|
| Bofi Holding (AX) | 0.0 | $213k | NEW | 2.5k | 84.65 |
|
| Ssr Mining (SSRM) | 0.0 | $213k | NEW | 8.7k | 24.42 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $213k | 944.00 | 225.36 |
|
|
| Exelon Corporation (EXC) | 0.0 | $212k | NEW | 4.7k | 45.01 |
|
| Tractor Supply Company (TSCO) | 0.0 | $211k | NEW | 3.7k | 56.86 |
|
| Stryker Corporation (SYK) | 0.0 | $210k | -27% | 566.00 | 370.35 |
|
| Willis Lease Finance Corporation (WLFC) | 0.0 | $210k | NEW | 1.5k | 137.06 |
|
| Corpay Com Shs (CPAY) | 0.0 | $209k | 727.00 | 288.06 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $209k | 766.00 | 272.83 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $208k | -29% | 3.3k | 62.96 |
|
| Marvell Technology (MRVL) | 0.0 | $207k | NEW | 2.5k | 84.07 |
|
| Constellation Energy (CEG) | 0.0 | $205k | NEW | 624.00 | 329.22 |
|
| Paypal Holdings (PYPL) | 0.0 | $205k | -11% | 3.1k | 67.06 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $204k | NEW | 409.00 | 499.16 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $203k | 13k | 16.01 |
|
|
| Hafnia SHS (HAFN) | 0.0 | $202k | +74% | 34k | 5.99 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $202k | NEW | 316.00 | 637.95 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $201k | NEW | 218.00 | 921.16 |
|
| Genworth Finl Com Shs (GNW) | 0.0 | $193k | NEW | 22k | 8.90 |
|
| ConAgra Foods (CAG) | 0.0 | $187k | NEW | 10k | 18.31 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $185k | 41k | 4.54 |
|
|
| Dr Reddys Labs Adr (RDY) | 0.0 | $184k | 13k | 13.98 |
|
|
| Tortoise Capital Series Trus Energy Fd (TNGY) | 0.0 | $171k | -2% | 19k | 9.07 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $166k | 15k | 11.09 |
|
|
| Ihs Holding Ord Shs (IHS) | 0.0 | $157k | +5% | 23k | 6.82 |
|
| Telefonica S A Sponsored Adr (TEF) | 0.0 | $150k | 29k | 5.08 |
|
|
| Fortuna Mng Corp Com New (FSM) | 0.0 | $122k | -6% | 14k | 8.96 |
|
| Haleon Spon Ads (HLN) | 0.0 | $97k | -85% | 11k | 8.97 |
|
| Techtarget Com New (TTGT) | 0.0 | $86k | NEW | 15k | 5.81 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $85k | -2% | 32k | 2.63 |
|
| Enel Chile Sponsored Adr (ENIC) | 0.0 | $81k | -4% | 21k | 3.89 |
|
| Banco Santander Brasil S A Ads Rep 1 Unit (BSBR) | 0.0 | $76k | -4% | 14k | 5.59 |
|
| Neogen Corporation (NEOG) | 0.0 | $68k | NEW | 12k | 5.71 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $68k | -8% | 14k | 4.81 |
|
| Gossamer Bio (GOSS) | 0.0 | $48k | -28% | 18k | 2.63 |
|
| Reviva Pharmaceutcls Hldgs I (RVPH) | 0.0 | $3.7k | -50% | 10k | 0.37 |
|
Past Filings by Drive Wealth Management
SEC 13F filings are viewable for Drive Wealth Management going back to 2021
- Drive Wealth Management 2025 Q3 filed Oct. 31, 2025
- Drive Wealth Management 2025 Q2 filed July 30, 2025
- Drive Wealth Management 2025 Q1 filed May 7, 2025
- Drive Wealth Management 2024 Q4 filed Jan. 22, 2025
- Drive Wealth Management 2024 Q3 filed Nov. 7, 2024
- Drive Wealth Management 2024 Q3 restated filed Nov. 7, 2024
- Drive Wealth Management 2024 Q2 filed Aug. 1, 2024
- Drive Wealth Management 2024 Q1 filed April 22, 2024
- Drive Wealth Management 2023 Q4 filed Jan. 22, 2024
- Drive Wealth Management 2023 Q3 filed Oct. 11, 2023
- Drive Wealth Management 2023 Q2 filed July 14, 2023
- Drive Wealth Management 2023 Q1 filed April 13, 2023
- Drive Wealth Management 2022 Q4 filed Jan. 27, 2023
- Drive Wealth Management 2022 Q3 filed Nov. 15, 2022
- Drive Wealth Management 2022 Q2 filed Nov. 15, 2022
- Drive Wealth Management 2022 Q1 filed Nov. 15, 2022