Drive Wealth Management
Latest statistics and disclosures from Drive Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, BRK.A, VEA, AAPL, VWO, and represent 27.38% of Drive Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SRLN, AVGO, SHV, GSY, PDI, ACP, GOVT, BGX, MORT, JEPQ.
- Started 45 new stock positions in APD, AEE, CBRE, PHYS, CIFR, AFL, COOK, AMPY, JHX, SVOL.
- Reduced shares in these 10 stocks: ICSH (-$6.6M), DFAI, FSK, SGOV, BRK.B, VYMI, JVAL, VFMO, VTI, .
- Sold out of its positions in AR, BP, MVF, MYI, CVS, CNI, CEG, DELL, DFAI, DFAC.
- Drive Wealth Management was a net seller of stock by $-3.0M.
- Drive Wealth Management has $384M in assets under management (AUM), dropping by 3.62%.
- Central Index Key (CIK): 0001952781
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Portfolio Holdings for Drive Wealth Management
Drive Wealth Management holds 321 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 8.8 | $34M | 59k | 576.82 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 5.9 | $23M | 33.00 | 691180.00 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 5.3 | $20M | 383k | 52.81 |
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| Apple (AAPL) | 3.9 | $15M | 64k | 233.00 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.5 | $14M | +3% | 281k | 47.85 |
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| Microsoft Corporation (MSFT) | 2.8 | $11M | 25k | 430.37 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 2.5 | $9.6M | +3% | 37k | 263.83 |
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| NVIDIA Corporation (NVDA) | 2.4 | $9.2M | +2% | 76k | 121.46 |
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| Ishares Tr Short Treas Bd (SHV) | 2.2 | $8.4M | +26% | 76k | 110.63 |
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| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 2.1 | $8.2M | +27% | 164k | 50.18 |
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 1.9 | $7.5M | +58% | 179k | 41.76 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $7.4M | -21% | 16k | 460.25 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 1.9 | $7.4M | +23% | 314k | 23.45 |
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| Amazon (AMZN) | 1.4 | $5.5M | +3% | 30k | 186.33 |
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| Ncino (NCNO) | 1.1 | $4.1M | -4% | 129k | 31.59 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.0 | $4.0M | +12% | 48k | 83.75 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $4.0M | +4% | 24k | 165.85 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $3.9M | +3% | 34k | 116.96 |
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| Meta Platforms Cl A (META) | 1.0 | $3.8M | -2% | 6.7k | 572.72 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $3.4M | -25% | 12k | 284.04 |
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| Vaneck Etf Trust Mortgage Reit (MORT) | 0.9 | $3.3M | +63% | 273k | 12.07 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $3.1M | -2% | 27k | 117.22 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $3.0M | 18k | 167.16 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.8 | $3.0M | 8.3k | 353.50 |
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| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.7 | $2.8M | 77k | 36.17 |
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| Goldman Sachs Etf Tr Marketbeta Intl (GSID) | 0.7 | $2.5M | 43k | 59.34 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.6 | $2.3M | +64% | 29k | 80.30 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $2.2M | +6% | 4.2k | 529.65 |
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| Tesla Motors (TSLA) | 0.6 | $2.2M | +13% | 8.4k | 261.56 |
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| Dimensional Etf Trust Emerging Markets (DFSE) | 0.5 | $2.1M | 60k | 35.42 |
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| Eli Lilly & Co. (LLY) | 0.5 | $2.1M | +3% | 2.3k | 892.19 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $2.0M | 9.7k | 210.85 |
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| Broadcom (AVGO) | 0.5 | $2.0M | +922% | 12k | 172.50 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $1.8M | +15% | 4.7k | 375.35 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $1.7M | 9.9k | 174.31 |
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| Pimco Dynamic Income SHS (PDI) | 0.5 | $1.7M | NEW | 85k | 20.48 |
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| UnitedHealth (UNH) | 0.4 | $1.7M | -28% | 2.9k | 584.81 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.4 | $1.7M | +5% | 27k | 62.69 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $1.7M | -11% | 33k | 51.12 |
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| Fs Kkr Capital Corp (FSK) | 0.4 | $1.7M | -62% | 81k | 20.40 |
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| Aberdeen Income Cred Strat (ACP) | 0.4 | $1.6M | NEW | 248k | 6.62 |
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| Johnson & Johnson (JNJ) | 0.4 | $1.6M | 10k | 161.81 |
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| Block Cl A (SQ) | 0.4 | $1.6M | -8% | 24k | 67.12 |
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| ConocoPhillips (COP) | 0.4 | $1.6M | +3% | 16k | 105.28 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.4 | $1.6M | +9% | 49k | 33.03 |
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| Home Depot (HD) | 0.4 | $1.6M | 3.9k | 405.19 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 0.4 | $1.6M | 56k | 27.70 |
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| Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) | 0.4 | $1.5M | -2% | 70k | 21.95 |
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| Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) | 0.4 | $1.5M | 29k | 52.13 |
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| Procter & Gamble Company (PG) | 0.4 | $1.4M | 8.0k | 173.24 |
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| Wells Fargo & Company (WFC) | 0.4 | $1.4M | +6% | 24k | 56.49 |
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| Blackstone Long Short Cr Com Shs Bn Int (BGX) | 0.4 | $1.4M | NEW | 106k | 12.79 |
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| Wal-Mart Stores (WMT) | 0.3 | $1.3M | 17k | 80.73 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $1.3M | 2.1k | 619.08 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.3 | $1.3M | -8% | 21k | 62.20 |
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| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.3 | $1.3M | +33% | 28k | 45.70 |
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| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.3 | $1.3M | +2% | 29k | 44.01 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $1.2M | 2.5k | 492.93 |
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| Visa Com Cl A (V) | 0.3 | $1.2M | 4.5k | 274.73 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.3 | $1.2M | NEW | 22k | 54.93 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $1.2M | NEW | 20k | 59.51 |
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| Oracle Corporation (ORCL) | 0.3 | $1.2M | +4% | 6.9k | 170.29 |
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| Brookfield Real Assets Incom Shs Ben Int (RA) | 0.3 | $1.1M | NEW | 84k | 13.70 |
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| Qualcomm (QCOM) | 0.3 | $1.1M | +53% | 6.7k | 170.04 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.1M | +2% | 1.3k | 888.41 |
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| Novo-nordisk A S Adr (NVO) | 0.3 | $1.1M | 9.3k | 119.05 |
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| Caterpillar (CAT) | 0.3 | $1.1M | 2.8k | 392.34 |
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| Abbvie (ABBV) | 0.3 | $1.1M | 5.6k | 197.17 |
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| Netflix (NFLX) | 0.3 | $1.1M | 1.5k | 709.27 |
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| Simplify Exchange Traded Fun Volatility Prem (SVOL) | 0.3 | $1.1M | NEW | 49k | 21.96 |
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| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 0.3 | $1.1M | NEW | 10k | 103.58 |
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| Honeywell International (HON) | 0.3 | $1.0M | 4.9k | 206.73 |
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| Starbucks Corporation (SBUX) | 0.3 | $1.0M | 10k | 97.49 |
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| Ishares Tr Mortge Rel Etf (REM) | 0.3 | $1.0M | +25% | 42k | 23.73 |
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| Chevron Corporation (CVX) | 0.3 | $975k | -10% | 6.6k | 147.25 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $970k | +32% | 5.4k | 179.30 |
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| Nike CL B (NKE) | 0.2 | $939k | -16% | 11k | 88.77 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.2 | $924k | -30% | 18k | 52.86 |
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| Phillips 66 (PSX) | 0.2 | $917k | +76% | 7.0k | 131.45 |
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| Vanguard World Extended Dur (EDV) | 0.2 | $915k | -25% | 12k | 79.68 |
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| Cisco Systems (CSCO) | 0.2 | $914k | 17k | 53.23 |
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| Kkr Real Estate Finance Trust (KREF) | 0.2 | $898k | NEW | 71k | 12.60 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $874k | -34% | 11k | 82.94 |
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| Fair Isaac Corporation (FICO) | 0.2 | $871k | 448.00 | 1943.67 |
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| Merck & Co (MRK) | 0.2 | $863k | -19% | 7.5k | 114.39 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $810k | +8% | 1.6k | 517.78 |
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| Applied Materials (AMAT) | 0.2 | $808k | -2% | 4.0k | 202.05 |
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| Advanced Micro Devices (AMD) | 0.2 | $802k | +3% | 4.9k | 164.08 |
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| Sunrun (RUN) | 0.2 | $783k | +4% | 43k | 18.06 |
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| Valero Energy Corporation (VLO) | 0.2 | $782k | 5.8k | 135.04 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $761k | +3% | 1.6k | 488.77 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $759k | +60% | 1.3k | 575.38 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $756k | 6.2k | 121.14 |
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| Abbott Laboratories (ABT) | 0.2 | $745k | 6.5k | 114.21 |
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| Us Bancorp Del Com New (USB) | 0.2 | $741k | 16k | 46.23 |
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| Bank of America Corporation (BAC) | 0.2 | $739k | -3% | 19k | 39.71 |
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| Coca-Cola Company (KO) | 0.2 | $737k | +3% | 10k | 72.35 |
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| Pepsi (PEP) | 0.2 | $733k | -8% | 4.3k | 170.07 |
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| Southern Copper Corporation (SCCO) | 0.2 | $722k | +155% | 6.2k | 115.67 |
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| Servicenow (NOW) | 0.2 | $703k | +3% | 786.00 | 894.43 |
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| Wisdomtree Tr Emerging Markets (NTSE) | 0.2 | $703k | 22k | 32.18 |
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| Wisdomtree Tr Us Quality Grow (QGRW) | 0.2 | $702k | +239% | 15k | 45.62 |
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| Union Pacific Corporation (UNP) | 0.2 | $677k | +2% | 2.7k | 246.41 |
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| salesforce (CRM) | 0.2 | $667k | -5% | 2.4k | 274.13 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $638k | +5% | 9.8k | 64.81 |
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| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.2 | $630k | 11k | 57.11 |
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| Marriott Intl Cl A (MAR) | 0.2 | $625k | 2.5k | 248.69 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $614k | 1.2k | 491.27 |
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| BlackRock (BLK) | 0.2 | $604k | 637.00 | 948.01 |
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| Nutrien (NTR) | 0.2 | $598k | 12k | 48.60 |
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| Arista Networks (ANET) | 0.2 | $597k | 1.6k | 383.86 |
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| McDonald's Corporation (MCD) | 0.2 | $596k | +6% | 2.0k | 304.44 |
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| Invesco Exchange Traded Fd T Intl Divi Achi (PID) | 0.1 | $575k | 29k | 19.78 |
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| Hess (HES) | 0.1 | $573k | -8% | 4.2k | 135.80 |
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| First Tr Exchange-traded Intl Dev Strngth (FICS) | 0.1 | $572k | 15k | 37.49 |
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| Spdr Ser Tr Msci Usa Strtgic (QUS) | 0.1 | $565k | 3.6k | 157.55 |
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| Wisdomtree Tr Glb Us Qtly Div (DNL) | 0.1 | $556k | 14k | 39.39 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $553k | 2.0k | 280.92 |
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| Progressive Corporation (PGR) | 0.1 | $546k | +2% | 2.2k | 253.67 |
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| Walt Disney Company (DIS) | 0.1 | $546k | 5.7k | 96.22 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $538k | 3.5k | 151.62 |
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| Lowe's Companies (LOW) | 0.1 | $526k | +2% | 2.0k | 269.58 |
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| Cigna Corp (CI) | 0.1 | $525k | 1.5k | 346.44 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $516k | 1.1k | 465.08 |
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| Verizon Communications (VZ) | 0.1 | $501k | 11k | 44.95 |
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| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $500k | NEW | 25k | 20.38 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $499k | NEW | 5.7k | 87.80 |
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| Sap Se Spon Adr (SAP) | 0.1 | $498k | +2% | 2.2k | 229.12 |
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| Amphenol Corp Cl A (APH) | 0.1 | $493k | 7.6k | 65.13 |
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| General Dynamics Corporation (GD) | 0.1 | $489k | 1.6k | 315.29 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $486k | 9.7k | 49.91 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $483k | +3% | 4.9k | 98.12 |
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| Anthem (ELV) | 0.1 | $481k | 925.00 | 520.00 |
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| Ge Aerospace Com New (GE) | 0.1 | $481k | +6% | 2.5k | 188.94 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $477k | +4% | 9.2k | 51.67 |
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| Automatic Data Processing (ADP) | 0.1 | $475k | 1.7k | 280.30 |
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| Micron Technology (MU) | 0.1 | $474k | -32% | 4.6k | 103.71 |
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| McKesson Corporation (MCK) | 0.1 | $474k | -2% | 956.00 | 495.31 |
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| Booking Holdings (BKNG) | 0.1 | $473k | +28% | 112.00 | 4225.00 |
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| Allegiant Travel Company (ALGT) | 0.1 | $471k | NEW | 8.6k | 55.06 |
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| Wisdomtree Tr Us Multifactor (USMF) | 0.1 | $469k | NEW | 9.6k | 48.87 |
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| Intuit (INTU) | 0.1 | $467k | 742.00 | 629.25 |
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| Diageo Spon Adr New (DEO) | 0.1 | $464k | 3.3k | 142.86 |
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| Nextera Energy (NEE) | 0.1 | $451k | +2% | 5.3k | 84.58 |
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| Bristol Myers Squibb (BMY) | 0.1 | $450k | +31% | 8.7k | 51.73 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.1 | $448k | 10k | 43.19 |
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| Shell Spon Ads (SHEL) | 0.1 | $448k | -2% | 6.8k | 65.95 |
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| Danaher Corporation (DHR) | 0.1 | $447k | 1.6k | 278.50 |
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| Goldman Sachs (GS) | 0.1 | $444k | +3% | 897.00 | 495.11 |
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| Dimensional Etf Trust Inflation Prote (DFIP) | 0.1 | $442k | -2% | 10k | 42.28 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $441k | +9% | 6.0k | 74.02 |
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| Ameriprise Financial (AMP) | 0.1 | $431k | 917.00 | 470.00 |
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| Kla Corp Com New (KLAC) | 0.1 | $427k | 552.00 | 774.33 |
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| TJX Companies (TJX) | 0.1 | $422k | +2% | 3.6k | 117.78 |
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| Eaton Corp SHS (ETN) | 0.1 | $418k | 1.3k | 331.50 |
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| Franco-Nevada Corporation (FNV) | 0.1 | $417k | +11% | 3.4k | 124.25 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $417k | +3% | 648.00 | 643.16 |
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| At&t (T) | 0.1 | $414k | 19k | 22.00 |
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| Travelers Companies (TRV) | 0.1 | $412k | 1.8k | 234.00 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.1 | $407k | -32% | 16k | 25.64 |
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| Waste Management (WM) | 0.1 | $407k | -2% | 1.9k | 209.30 |
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| Valaris Cl A (VAL) | 0.1 | $399k | NEW | 7.2k | 55.75 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $399k | +24% | 3.2k | 125.62 |
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| Encana Corporation (OVV) | 0.1 | $395k | +2% | 10k | 38.31 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $391k | -31% | 14k | 27.41 |
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| Illinois Tool Works (ITW) | 0.1 | $387k | 1.5k | 263.57 |
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| American Express Company (AXP) | 0.1 | $387k | +4% | 1.4k | 270.86 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $382k | 650.00 | 587.15 |
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| Cintas Corporation (CTAS) | 0.1 | $377k | +308% | 1.8k | 206.00 |
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| Uber Technologies (UBER) | 0.1 | $377k | +3% | 5.0k | 75.16 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $377k | +13% | 6.0k | 63.26 |
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| Canadian Natural Resources (CNQ) | 0.1 | $373k | -9% | 11k | 33.60 |
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| Cipher Mining (CIFR) | 0.1 | $370k | NEW | 96k | 3.87 |
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| Ferrari Nv Ord (RACE) | 0.1 | $368k | +2% | 782.00 | 470.00 |
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| Equinix (EQIX) | 0.1 | $365k | 423.00 | 863.15 |
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| Motorola Solutions Com New (MSI) | 0.1 | $365k | +3% | 809.00 | 450.56 |
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| Southern Company (SO) | 0.1 | $362k | +2% | 4.0k | 90.17 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $361k | +3% | 343.00 | 1051.00 |
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| Chubb (CB) | 0.1 | $358k | +4% | 1.2k | 289.29 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $357k | -6% | 418.00 | 853.00 |
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| Unilever Spon Adr New (UL) | 0.1 | $355k | -5% | 5.4k | 65.25 |
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| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.1 | $355k | -60% | 4.0k | 87.73 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $354k | -36% | 7.0k | 50.78 |
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| MetLife (MET) | 0.1 | $350k | 4.2k | 82.43 |
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| Rbc Cad (RY) | 0.1 | $349k | +3% | 2.8k | 124.74 |
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| Pfizer (PFE) | 0.1 | $348k | -41% | 12k | 28.94 |
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| Fastenal Company (FAST) | 0.1 | $347k | +5% | 4.9k | 71.42 |
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| Ubs Group SHS (UBS) | 0.1 | $345k | 11k | 30.94 |
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| International Business Machines (IBM) | 0.1 | $338k | NEW | 1.5k | 220.88 |
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| Purecycle Technologies (PCT) | 0.1 | $337k | +184% | 36k | 9.50 |
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| Paypal Holdings (PYPL) | 0.1 | $334k | +2% | 4.3k | 78.03 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $331k | 4.3k | 77.92 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $330k | 1.7k | 198.67 |
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| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.1 | $327k | -59% | 4.1k | 79.47 |
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| Icici Bank Adr (IBN) | 0.1 | $324k | 11k | 29.86 |
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| Enbridge (ENB) | 0.1 | $322k | +2% | 7.9k | 40.61 |
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| United Parcel Service CL B (UPS) | 0.1 | $322k | -20% | 2.4k | 136.35 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $321k | +4% | 1.4k | 223.00 |
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| Toyota Motor Corp Ads (TM) | 0.1 | $321k | -8% | 1.8k | 178.89 |
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| Palo Alto Networks (PANW) | 0.1 | $317k | +4% | 928.00 | 341.80 |
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| Iris Energy Ordinary Shares (IREN) | 0.1 | $317k | NEW | 38k | 8.44 |
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| O'reilly Automotive (ORLY) | 0.1 | $314k | 273.00 | 1151.62 |
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| Analog Devices (ADI) | 0.1 | $313k | 1.3k | 234.14 |
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| General Mills (GIS) | 0.1 | $313k | +10% | 4.2k | 73.86 |
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| Sofi Technologies (SOFI) | 0.1 | $309k | +11% | 39k | 7.86 |
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| Kkr & Co (KKR) | 0.1 | $309k | +2% | 2.4k | 130.50 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $308k | +2% | 1.3k | 230.50 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $308k | +2% | 2.2k | 143.25 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $306k | +6% | 6.8k | 45.19 |
|
| Raymond James Financial (RJF) | 0.1 | $306k | -4% | 2.5k | 122.50 |
|
| NVR (NVR) | 0.1 | $304k | +10% | 31.00 | 9812.00 |
|
| Cme (CME) | 0.1 | $303k | 1.4k | 222.93 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $303k | 1.3k | 225.76 |
|
|
| Deere & Company (DE) | 0.1 | $301k | -62% | 696.00 | 432.56 |
|
| Dupont De Nemours (DD) | 0.1 | $296k | 3.3k | 89.11 |
|
|
| Ul Solutions Class A Com Shs (ULS) | 0.1 | $296k | NEW | 6.0k | 49.30 |
|
| Synopsys (SNPS) | 0.1 | $291k | -4% | 575.00 | 506.36 |
|
| CSX Corporation (CSX) | 0.1 | $290k | 8.4k | 34.50 |
|
|
| Zoetis Cl A (ZTS) | 0.1 | $289k | +2% | 1.5k | 195.38 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $289k | +3% | 548.00 | 528.00 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $286k | NEW | 3.4k | 84.53 |
|
| Amplify Energy Corp (AMPY) | 0.1 | $285k | NEW | 44k | 6.53 |
|
| J.B. Hunt Transport Services (JBHT) | 0.1 | $285k | -4% | 1.7k | 172.33 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $283k | 2.2k | 125.98 |
|
|
| Zions Bancorporation (ZION) | 0.1 | $282k | 6.0k | 47.22 |
|
|
| PG&E Corporation (PCG) | 0.1 | $282k | 14k | 19.76 |
|
|
| Universal Hlth Svcs CL B (UHS) | 0.1 | $280k | 1.2k | 229.00 |
|
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.1 | $278k | NEW | 6.2k | 44.71 |
|
| Paccar (PCAR) | 0.1 | $276k | -3% | 2.8k | 98.66 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $275k | 1.4k | 193.00 |
|
|
| Hartford Financial Services (HIG) | 0.1 | $273k | 2.3k | 118.00 |
|
|
| AutoZone (AZO) | 0.1 | $271k | 86.00 | 3150.00 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) | 0.1 | $270k | 7.7k | 35.24 |
|
|
| American Intl Group Com New (AIG) | 0.1 | $270k | 3.7k | 73.00 |
|
|
| Intercontinental Exchange (ICE) | 0.1 | $270k | +2% | 1.6k | 163.47 |
|
| Corteva (CTVA) | 0.1 | $268k | 4.6k | 58.79 |
|
|
| Infosys Sponsored Adr (INFY) | 0.1 | $267k | 12k | 22.24 |
|
|
| Copart (CPRT) | 0.1 | $267k | -3% | 5.1k | 52.40 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $266k | 21k | 12.63 |
|
|
| Capital One Financial (COF) | 0.1 | $265k | 1.8k | 149.78 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $263k | +15% | 1.3k | 205.39 |
|
| Stryker Corporation (SYK) | 0.1 | $260k | +10% | 720.00 | 361.51 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $260k | 2.6k | 98.23 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $259k | 4.3k | 60.41 |
|
|
| United Rentals (URI) | 0.1 | $258k | 319.00 | 810.00 |
|
|
| Cadence Design Systems (CDNS) | 0.1 | $254k | -2% | 938.00 | 271.00 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $253k | +9% | 2.4k | 103.81 |
|
| Church & Dwight (CHD) | 0.1 | $251k | 2.4k | 104.71 |
|
|
| Ameren Corporation (AEE) | 0.1 | $249k | NEW | 2.9k | 87.50 |
|
| EOG Resources (EOG) | 0.1 | $249k | -10% | 2.0k | 122.93 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.1 | $248k | 4.4k | 56.57 |
|
|
| AFLAC Incorporated (AFL) | 0.1 | $247k | NEW | 2.2k | 111.81 |
|
| Oneok (OKE) | 0.1 | $246k | 2.7k | 91.25 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $244k | NEW | 3.4k | 71.90 |
|
| Take-Two Interactive Software (TTWO) | 0.1 | $238k | -8% | 1.6k | 153.50 |
|
| Encompass Health Corp (EHC) | 0.1 | $237k | 2.4k | 96.75 |
|
|
| Ross Stores (ROST) | 0.1 | $237k | 1.6k | 150.67 |
|
|
| Hershey Company (HSY) | 0.1 | $236k | -5% | 1.2k | 191.78 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $236k | 5.9k | 39.82 |
|
|
| Corpay Com Shs (CPAY) | 0.1 | $234k | 749.00 | 313.00 |
|
|
| Relx Sponsored Adr (RELX) | 0.1 | $234k | +2% | 4.9k | 47.46 |
|
| Ecolab (ECL) | 0.1 | $230k | +2% | 900.00 | 256.00 |
|
| Martin Marietta Materials (MLM) | 0.1 | $229k | 426.00 | 538.00 |
|
|
| Tractor Supply Company (TSCO) | 0.1 | $227k | 779.00 | 290.90 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $226k | 11k | 20.62 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $224k | NEW | 2.8k | 78.69 |
|
| Diamondback Energy (FANG) | 0.1 | $223k | +3% | 1.3k | 172.40 |
|
| NetApp (NTAP) | 0.1 | $222k | 1.8k | 123.50 |
|
|
| Suncor Energy (SU) | 0.1 | $222k | 6.0k | 36.92 |
|
|
| James Hardie Inds Sponsored Adr (JHX) | 0.1 | $220k | NEW | 5.5k | 40.15 |
|
| Kb Finl Group Sponsored Adr (KB) | 0.1 | $219k | NEW | 3.6k | 61.50 |
|
| Vulcan Materials Company (VMC) | 0.1 | $218k | -3% | 871.00 | 250.42 |
|
| Dr Reddys Labs Adr (RDY) | 0.1 | $218k | 2.7k | 79.45 |
|
|
| Vanguard World Energy Etf (VDE) | 0.1 | $217k | 1.8k | 123.55 |
|
|
| Deutsche Bank A G Namen Akt (DB) | 0.1 | $217k | 13k | 17.32 |
|
|
| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $216k | NEW | 1.1k | 199.00 |
|
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.1 | $216k | NEW | 5.1k | 42.02 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $216k | NEW | 1.7k | 124.33 |
|
| Carrier Global Corporation (CARR) | 0.1 | $215k | NEW | 2.7k | 80.49 |
|
| Boeing Company (BA) | 0.1 | $215k | -24% | 1.4k | 152.05 |
|
| PNC Financial Services (PNC) | 0.1 | $214k | NEW | 1.2k | 183.33 |
|
| FactSet Research Systems (FDS) | 0.1 | $214k | NEW | 465.00 | 460.00 |
|
| Philip Morris International (PM) | 0.1 | $214k | NEW | 1.8k | 121.73 |
|
| Lam Research Corporation (LRCX) | 0.1 | $214k | +3% | 267.00 | 799.47 |
|
| Air Products & Chemicals (APD) | 0.1 | $213k | NEW | 693.00 | 307.00 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $212k | NEW | 1.4k | 151.51 |
|
| Ishares Tr Expanded Tech (IGV) | 0.1 | $212k | 2.4k | 89.37 |
|
|
| Ing Groep Sponsored Adr (ING) | 0.1 | $211k | +2% | 12k | 18.16 |
|
| Hp (HPQ) | 0.1 | $211k | 5.9k | 36.11 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $211k | -8% | 876.00 | 241.18 |
|
| Chunghwa Telecom Spon Adr New11 (CHT) | 0.1 | $211k | -5% | 5.3k | 39.67 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $206k | NEW | 2.5k | 82.32 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $205k | NEW | 1.9k | 107.68 |
|
| Littelfuse (LFUS) | 0.1 | $204k | NEW | 768.00 | 265.00 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $201k | NEW | 2.1k | 96.57 |
|
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $197k | -28% | 16k | 12.48 |
|
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $170k | 13k | 13.47 |
|
|
| Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.0 | $153k | 12k | 13.18 |
|
|
| Blackrock Muniyield Quality Fund II (MQT) | 0.0 | $152k | -2% | 14k | 10.87 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $151k | 15k | 9.76 |
|
|
| Hope Ban (HOPE) | 0.0 | $130k | 10k | 12.54 |
|
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $129k | +5% | 15k | 8.42 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $128k | +4% | 41k | 3.12 |
|
| Barclays Adr (BCS) | 0.0 | $127k | +2% | 10k | 12.15 |
|
| Mfs High Yield Mun Tr Sh Ben Int (CMU) | 0.0 | $125k | 34k | 3.67 |
|
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $120k | 19k | 6.48 |
|
|
| Ford Motor Company (F) | 0.0 | $119k | 11k | 10.56 |
|
|
| Traeger Common Stock (COOK) | 0.0 | $118k | NEW | 32k | 3.68 |
|
| Blackrock Muniholdings Insured Fund II (MUE) | 0.0 | $110k | -22% | 10k | 10.73 |
|
| Mfs Mun Income Tr Sh Ben Int (MFM) | 0.0 | $101k | 18k | 5.72 |
|
|
| Aurora Innovation Class A Com (AUR) | 0.0 | $95k | NEW | 16k | 5.93 |
|
| Mfs High Income Mun Tr Sh Ben Int (CXE) | 0.0 | $90k | -4% | 23k | 4.00 |
|
| Korea Elec Pwr Corp Sponsored Adr (KEP) | 0.0 | $81k | 10k | 7.76 |
|
|
| Ssr Mining (SSRM) | 0.0 | $74k | NEW | 13k | 5.68 |
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $66k | 13k | 5.22 |
|
|
| Enel Chile Sponsored Adr (ENIC) | 0.0 | $64k | -26% | 23k | 2.79 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $60k | 14k | 4.37 |
|
|
| Editas Medicine (EDIT) | 0.0 | $57k | NEW | 19k | 3.00 |
|
| Icl Group SHS (ICL) | 0.0 | $50k | -16% | 12k | 4.26 |
|
| 908 Devices (MASS) | 0.0 | $50k | NEW | 14k | 3.47 |
|
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.0 | $32k | +2% | 12k | 2.78 |
|
Past Filings by Drive Wealth Management
SEC 13F filings are viewable for Drive Wealth Management going back to 2021
- 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
- Drive Wealth Management 2021 Q4 filed Nov. 15, 2022