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 20.55% of Drive Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: APP (+$15M), CDX (+$5.3M), EVTR, MSTR, CLOA, JPLD, VEA, PCT, BALI, CGMS.
- Started 76 new stock positions in BDX, NVS, ANF, CMS, EIX, FIP, FIX, WDC, MDT, FTNT.
- Reduced shares in these 10 stocks: GOVT (-$8.0M), , SRLN, IBDQ, USHY, IBTF, JGRO, MORT, BBUS, IVV.
- Sold out of its positions in ACP, APD, AVUV, BGX, RA, CPB, COIN, CAG, FG, FFIV.
- Drive Wealth Management was a net buyer of stock by $32M.
- Drive Wealth Management has $512M in assets under management (AUM), dropping by 8.62%.
- Central Index Key (CIK): 0001952781
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Portfolio Holdings for Drive Wealth Management
Drive Wealth Management holds 380 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 5.5 | $28M | -4% | 41k | 684.95 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 5.0 | $25M | +9% | 407k | 62.47 |
|
| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 3.5 | $18M | -6% | 146k | 123.31 |
|
| NVIDIA Corporation (NVDA) | 3.5 | $18M | 95k | 186.50 |
|
|
| Apple (AAPL) | 3.1 | $16M | +4% | 59k | 271.86 |
|
| Applovin Corp Com Cl A (APP) | 3.1 | $16M | +1788% | 24k | 673.82 |
|
| Microsoft Corporation (MSFT) | 2.7 | $14M | +3% | 29k | 483.61 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.6 | $13M | 248k | 53.76 |
|
|
| Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) | 2.2 | $11M | +37% | 219k | 51.74 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 2.0 | $10M | -10% | 35k | 290.22 |
|
| Amazon (AMZN) | 1.8 | $9.3M | +5% | 40k | 230.80 |
|
| J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) | 1.7 | $8.6M | +44% | 164k | 52.53 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $8.4M | 27k | 313.02 |
|
|
| Simplify Exchange Traded Fun High Yield Etf (CDX) | 1.6 | $8.3M | +177% | 372k | 22.27 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.4 | $7.0M | 59k | 120.18 |
|
|
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 1.3 | $6.4M | +45% | 233k | 27.62 |
|
| Meta Platforms Cl A (META) | 1.2 | $6.3M | 9.6k | 660.10 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $6.0M | +23% | 12k | 502.68 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $6.0M | -6% | 19k | 313.77 |
|
| Broadcom (AVGO) | 1.1 | $5.9M | +16% | 17k | 346.10 |
|
| Ishares Tr Eafe Value Etf (EFV) | 1.1 | $5.9M | -8% | 82k | 71.41 |
|
| Tesla Motors (TSLA) | 1.1 | $5.9M | +5% | 13k | 449.68 |
|
| Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) | 0.9 | $4.4M | NEW | 85k | 51.50 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.8 | $4.3M | +45% | 85k | 50.46 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $3.9M | -4% | 12k | 335.32 |
|
| Strategy Cl A New (MSTR) | 0.8 | $3.9M | +3287% | 26k | 151.95 |
|
| Nutex Health (NUTX) | 0.8 | $3.8M | 23k | 164.62 |
|
|
| Exxon Mobil Corporation (XOM) | 0.7 | $3.8M | -3% | 32k | 120.34 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.7 | $3.8M | +11% | 88k | 42.94 |
|
| Spdr Series Trust State Street Spd (SJNK) | 0.7 | $3.7M | +18% | 144k | 25.32 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.7 | $3.6M | -8% | 148k | 24.23 |
|
| Wal-Mart Stores (WMT) | 0.7 | $3.4M | +8% | 31k | 111.62 |
|
| Caterpillar (CAT) | 0.7 | $3.4M | 5.9k | 572.86 |
|
|
| Goldman Sachs Etf Tr Marketbeta Intl (GSID) | 0.7 | $3.4M | +11% | 49k | 69.32 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $3.2M | +2% | 9.8k | 322.07 |
|
| Ssga Active Etf Tr State Street Bla (SRLN) | 0.6 | $3.0M | -57% | 73k | 41.27 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $3.0M | +8% | 2.8k | 1075.98 |
|
| Visa Com Cl A (V) | 0.6 | $2.9M | -5% | 8.2k | 350.75 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $2.9M | +19% | 4.6k | 624.88 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.5 | $2.7M | +18% | 59k | 46.50 |
|
| Dimensional Etf Trust Emerging Markets (DFSE) | 0.5 | $2.7M | +10% | 66k | 41.48 |
|
| Purecycle Technologies (PCT) | 0.4 | $2.2M | NEW | 254k | 8.59 |
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.4 | $2.2M | -6% | 60k | 36.06 |
|
| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.4 | $2.1M | +9% | 33k | 65.55 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.4 | $2.1M | +134% | 36k | 58.70 |
|
| Wells Fargo & Company (WFC) | 0.4 | $2.1M | +3% | 22k | 93.20 |
|
| Blackrock Etf Trust Ishares Us Larg (BALI) | 0.4 | $2.1M | NEW | 65k | 31.90 |
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.4 | $2.0M | +12% | 65k | 31.66 |
|
| Pacer Fds Tr Us Small Cap Cas (CALF) | 0.4 | $2.0M | -8% | 45k | 44.70 |
|
| Blackrock (BLK) | 0.4 | $1.9M | -2% | 1.8k | 1070.67 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.4 | $1.9M | +8% | 50k | 39.02 |
|
| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 0.4 | $1.9M | +8% | 75k | 25.81 |
|
| Abbott Laboratories (ABT) | 0.4 | $1.9M | -8% | 15k | 125.28 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.4 | $1.8M | -3% | 26k | 69.42 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.4 | $1.8M | -8% | 75k | 24.28 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $1.8M | -8% | 2.1k | 862.75 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.3 | $1.7M | -7% | 74k | 22.88 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $1.6M | -3% | 3.5k | 468.76 |
|
| Chevron Corporation (CVX) | 0.3 | $1.6M | -5% | 11k | 152.42 |
|
| McDonald's Corporation (MCD) | 0.3 | $1.6M | -5% | 5.3k | 305.63 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $1.6M | +4% | 2.8k | 570.22 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.3 | $1.6M | -8% | 75k | 21.15 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.3 | $1.5M | -8% | 70k | 22.07 |
|
| Abbvie (ABBV) | 0.3 | $1.5M | +3% | 6.7k | 228.49 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $1.5M | 5.0k | 303.95 |
|
|
| Deere & Company (DE) | 0.3 | $1.5M | -6% | 3.2k | 467.26 |
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $1.5M | +31% | 8.4k | 177.86 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.3 | $1.5M | -8% | 63k | 23.40 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.3 | $1.5M | -8% | 57k | 25.46 |
|
| Micron Technology (MU) | 0.3 | $1.4M | +22% | 5.1k | 285.42 |
|
| Oracle Corporation (ORCL) | 0.3 | $1.4M | +12% | 7.2k | 194.79 |
|
| Union Pacific Corporation (UNP) | 0.3 | $1.4M | -5% | 6.1k | 231.33 |
|
| Netflix (NFLX) | 0.3 | $1.4M | +864% | 15k | 93.76 |
|
| Newmont Mining Corporation (NEM) | 0.3 | $1.4M | +14% | 14k | 99.85 |
|
| Cisco Systems (CSCO) | 0.3 | $1.3M | +5% | 17k | 77.05 |
|
| Coca-Cola Company (KO) | 0.3 | $1.3M | +64% | 19k | 69.91 |
|
| Bank of America Corporation (BAC) | 0.3 | $1.3M | +22% | 24k | 55.00 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.2 | $1.3M | +71% | 25k | 49.90 |
|
| Advanced Micro Devices (AMD) | 0.2 | $1.3M | 5.9k | 214.16 |
|
|
| salesforce (CRM) | 0.2 | $1.3M | -2% | 4.8k | 265.31 |
|
| Carvana Cl A (CVNA) | 0.2 | $1.2M | NEW | 2.9k | 422.02 |
|
| Bluerock Pvt Real Estate (BPRE) | 0.2 | $1.2M | NEW | 80k | 15.00 |
|
| Ge Aerospace Com New (GE) | 0.2 | $1.2M | +20% | 3.8k | 308.14 |
|
| Textron (TXT) | 0.2 | $1.2M | 13k | 87.19 |
|
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.2 | $1.1M | +14% | 23k | 48.66 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $1.1M | +4% | 8.0k | 135.20 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.2 | $1.1M | -5% | 17k | 63.18 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $1.1M | +27% | 13k | 81.17 |
|
| Triple Flag Precious Metals (TFPM) | 0.2 | $1.1M | 32k | 33.22 |
|
|
| Spdr Series Trust State Street Spd (SPYG) | 0.2 | $1.0M | -19% | 9.8k | 106.71 |
|
| Intuit (INTU) | 0.2 | $1.0M | +4% | 1.6k | 662.87 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $1.0M | +2% | 5.6k | 183.42 |
|
| Philip Morris International (PM) | 0.2 | $1.0M | +21% | 6.3k | 161.82 |
|
| Haleon Spon Ads (HLN) | 0.2 | $1.0M | +815% | 99k | 10.12 |
|
| Arista Networks Com Shs (ANET) | 0.2 | $990k | +17% | 7.6k | 131.03 |
|
| SYSCO Corporation (SYY) | 0.2 | $984k | -11% | 13k | 73.69 |
|
| Kenvue (KVUE) | 0.2 | $984k | +8% | 57k | 17.25 |
|
| Booking Holdings (BKNG) | 0.2 | $980k | +13% | 182.00 | 5384.00 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $972k | +5% | 2.8k | 350.01 |
|
| Home Depot (HD) | 0.2 | $954k | -10% | 2.7k | 350.76 |
|
| Sunrun (RUN) | 0.2 | $894k | +10% | 49k | 18.40 |
|
| Hca Holdings (HCA) | 0.2 | $891k | -3% | 1.9k | 467.00 |
|
| Goldman Sachs (GS) | 0.2 | $890k | +4% | 1.0k | 879.00 |
|
| TJX Companies (TJX) | 0.2 | $888k | +49% | 5.8k | 153.62 |
|
| Procter & Gamble Company (PG) | 0.2 | $879k | -22% | 6.1k | 143.31 |
|
| Johnson & Johnson (JNJ) | 0.2 | $846k | +12% | 4.1k | 205.58 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.2 | $843k | -3% | 18k | 46.59 |
|
| Waste Management (WM) | 0.2 | $842k | +5% | 3.8k | 219.71 |
|
| Merck & Co (MRK) | 0.2 | $842k | +47% | 7.9k | 106.14 |
|
| Applied Materials (AMAT) | 0.2 | $829k | +7% | 3.2k | 256.99 |
|
| Keysight Technologies (KEYS) | 0.2 | $826k | -4% | 4.1k | 203.19 |
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| UnitedHealth (UNH) | 0.2 | $823k | +14% | 2.4k | 347.67 |
|
| Wisdomtree Tr Emerging Markets (NTSE) | 0.2 | $772k | +10% | 21k | 37.73 |
|
| Invesco Exchange Traded Fd T Intl Divi Achi (PID) | 0.1 | $761k | +11% | 35k | 22.00 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $756k | -11% | 25k | 29.89 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $753k | +16% | 4.4k | 171.18 |
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| Chubb (CB) | 0.1 | $750k | +78% | 2.4k | 313.00 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $750k | +14% | 1.7k | 453.40 |
|
| Anglogold Ashanti Com Shs (AU) | 0.1 | $747k | +4% | 8.8k | 85.28 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $740k | NEW | 19k | 39.45 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $737k | 2.4k | 310.23 |
|
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $736k | +20% | 9.3k | 79.00 |
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| Fair Isaac Corporation (FICO) | 0.1 | $730k | 432.00 | 1690.61 |
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| Servicenow (NOW) | 0.1 | $729k | +495% | 4.7k | 155.16 |
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| Wisdomtree Tr Global Ex Us Qua (DNL) | 0.1 | $729k | +13% | 18k | 41.22 |
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| Progressive Corporation (PGR) | 0.1 | $728k | +32% | 3.2k | 227.73 |
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| At&t (T) | 0.1 | $722k | -22% | 29k | 24.83 |
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| First Tr Exchange Traded Intl Dev Strngth (FICS) | 0.1 | $719k | +14% | 18k | 40.11 |
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| Kla Corp Com New (KLAC) | 0.1 | $711k | +2% | 585.00 | 1215.08 |
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| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.1 | $701k | NEW | 30k | 23.23 |
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| General Dynamics Corporation (GD) | 0.1 | $693k | +41% | 2.1k | 327.60 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $688k | -5% | 1.2k | 570.14 |
|
| Phillips 66 (PSX) | 0.1 | $686k | +35% | 5.3k | 129.02 |
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| International Business Machines (IBM) | 0.1 | $678k | +11% | 2.3k | 296.22 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.1 | $665k | NEW | 7.1k | 93.97 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $658k | +6% | 1.2k | 566.36 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.1 | $635k | -3% | 17k | 38.05 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.1 | $633k | -25% | 11k | 56.81 |
|
| McKesson Corporation (MCK) | 0.1 | $630k | 756.00 | 833.00 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $625k | -54% | 3.1k | 198.61 |
|
| Deutsche Bank A G Namen Akt (DB) | 0.1 | $615k | +19% | 16k | 38.56 |
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| Rbc Cad (RY) | 0.1 | $613k | +21% | 3.6k | 170.33 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $603k | -4% | 982.00 | 614.22 |
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| Ameriprise Financial (AMP) | 0.1 | $603k | +43% | 1.2k | 490.33 |
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| Invesco Actively Managed Exc Total Return (GTO) | 0.1 | $588k | -6% | 12k | 47.42 |
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| Bristol Myers Squibb (BMY) | 0.1 | $584k | +111% | 11k | 54.01 |
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| Ubs Group SHS (UBS) | 0.1 | $584k | +13% | 13k | 46.31 |
|
| Ge Vernova (GEV) | 0.1 | $575k | +22% | 880.00 | 653.81 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $567k | +35% | 21k | 27.43 |
|
| Pepsi (PEP) | 0.1 | $562k | +98% | 3.9k | 143.98 |
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| Toll Brothers (TOL) | 0.1 | $561k | -5% | 4.1k | 135.23 |
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| American Express Company (AXP) | 0.1 | $559k | +3% | 1.5k | 377.67 |
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| Capital One Financial (COF) | 0.1 | $559k | +112% | 2.4k | 235.00 |
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| ConocoPhillips (COP) | 0.1 | $553k | -16% | 5.9k | 93.61 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $541k | 615.00 | 878.95 |
|
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| Repligen Corporation (RGEN) | 0.1 | $539k | -8% | 3.3k | 163.86 |
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| Gilead Sciences (GILD) | 0.1 | $535k | +3% | 4.4k | 122.73 |
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| Sap Se Spon Adr (SAP) | 0.1 | $530k | +7% | 2.3k | 231.50 |
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| Qualcomm (QCOM) | 0.1 | $526k | +3% | 3.2k | 167.00 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $525k | +26% | 4.5k | 116.09 |
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| Shell Spon Ads (SHEL) | 0.1 | $521k | 7.1k | 73.50 |
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| Travelers Companies (TRV) | 0.1 | $515k | 1.8k | 290.00 |
|
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| Palo Alto Networks (PANW) | 0.1 | $514k | -3% | 2.8k | 180.38 |
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| Barrick Mng Corp Com Shs (B) | 0.1 | $508k | +11% | 12k | 43.56 |
|
| Take-Two Interactive Software (TTWO) | 0.1 | $508k | +28% | 2.0k | 256.00 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $497k | +42% | 9.8k | 50.65 |
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| PNC Financial Services (PNC) | 0.1 | $489k | +111% | 2.3k | 208.75 |
|
| Sylvamo Corp Common Stock (SLVM) | 0.1 | $482k | NEW | 10k | 48.16 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $481k | -7% | 3.9k | 123.26 |
|
| Roblox Corp Cl A (RBLX) | 0.1 | $479k | +34% | 5.9k | 81.06 |
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| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $472k | +14% | 24k | 19.33 |
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| Nextera Energy (NEE) | 0.1 | $470k | +3% | 5.7k | 81.93 |
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| Citigroup Com New (C) | 0.1 | $467k | NEW | 4.0k | 116.69 |
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| Walt Disney Company (DIS) | 0.1 | $467k | 4.1k | 114.60 |
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| Barclays Adr (BCS) | 0.1 | $467k | +67% | 18k | 25.45 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $461k | +136% | 6.0k | 76.23 |
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| Cme (CME) | 0.1 | $456k | +7% | 1.7k | 273.08 |
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| Automatic Data Processing (ADP) | 0.1 | $450k | -7% | 1.7k | 258.93 |
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| Southern Company (SO) | 0.1 | $450k | -7% | 5.2k | 87.21 |
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| PG&E Corporation (PCG) | 0.1 | $449k | NEW | 28k | 16.20 |
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| Amgen (AMGN) | 0.1 | $449k | +40% | 1.4k | 319.25 |
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| Intel Corporation (INTC) | 0.1 | $447k | +37% | 12k | 36.90 |
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| MetLife (MET) | 0.1 | $440k | +41% | 5.6k | 79.00 |
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| Sharkninja Com Shs (SN) | 0.1 | $434k | NEW | 3.9k | 111.91 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $433k | -22% | 391.00 | 1108.33 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $431k | NEW | 8.5k | 50.59 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $430k | -14% | 908.00 | 473.20 |
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| Lowe's Companies (LOW) | 0.1 | $429k | 1.8k | 241.40 |
|
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| Colgate-Palmolive Company (CL) | 0.1 | $428k | +88% | 5.4k | 79.02 |
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| Verizon Communications (VZ) | 0.1 | $428k | -17% | 11k | 40.73 |
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| Glacier Ban (GBCI) | 0.1 | $426k | 9.7k | 44.05 |
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| Uber Technologies (UBER) | 0.1 | $422k | 5.2k | 81.71 |
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| Eaton Corp SHS (ETN) | 0.1 | $420k | 1.3k | 318.57 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $415k | -4% | 1.6k | 258.74 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $408k | +106% | 844.00 | 483.67 |
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| Equinix (EQIX) | 0.1 | $407k | +18% | 531.00 | 766.00 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $406k | +6% | 1.4k | 287.00 |
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| Cigna Corp (CI) | 0.1 | $403k | +12% | 1.5k | 275.25 |
|
| O'reilly Automotive (ORLY) | 0.1 | $402k | 4.4k | 91.21 |
|
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| Consolidated Edison (ED) | 0.1 | $402k | +10% | 4.0k | 99.33 |
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| Dimensional Etf Trust Emerging Mkts Va (DFEV) | 0.1 | $400k | NEW | 12k | 33.74 |
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| Enbridge (ENB) | 0.1 | $398k | 8.4k | 47.58 |
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| Danaher Corporation (DHR) | 0.1 | $398k | NEW | 1.7k | 229.24 |
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| Verisign (VRSN) | 0.1 | $396k | +109% | 1.6k | 243.00 |
|
| Ishares Em Mkts Div Etf (DVYE) | 0.1 | $396k | NEW | 13k | 31.16 |
|
| Fiserv (FI) | 0.1 | $395k | +13% | 5.9k | 67.17 |
|
| Elbit Sys Ord (ESLT) | 0.1 | $392k | 678.00 | 577.74 |
|
|
| Ing Groep Sponsored Adr (ING) | 0.1 | $391k | +12% | 14k | 28.00 |
|
| Traeger Common Stock (COOK) | 0.1 | $391k | -23% | 362k | 1.08 |
|
| Totalenergies Se Act (TTE) | 0.1 | $391k | NEW | 6.0k | 65.42 |
|
| Raymond James Financial (RJF) | 0.1 | $389k | 2.4k | 161.00 |
|
|
| Astrazeneca Sponsored Adr | 0.1 | $386k | +8% | 4.0k | 95.58 |
|
| Natixis Etf Trust Ii Natixis Loomis (LSGR) | 0.1 | $385k | NEW | 8.6k | 44.76 |
|
| Stifel Financial (SF) | 0.1 | $384k | +46% | 3.1k | 125.25 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $383k | -6% | 3.3k | 116.76 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $372k | -36% | 5.0k | 74.17 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $368k | +38% | 6.4k | 57.36 |
|
| Nexstar Media Group Common Stock (NXST) | 0.1 | $368k | 1.8k | 203.08 |
|
|
| Drdgold Spon Adr Repstg (DRD) | 0.1 | $366k | 12k | 31.00 |
|
|
| Boeing Company (BA) | 0.1 | $366k | +4% | 1.7k | 217.12 |
|
| Fastenal Company (FAST) | 0.1 | $365k | 9.1k | 40.09 |
|
|
| General Motors Company (GM) | 0.1 | $364k | 4.5k | 81.32 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $363k | -24% | 917.00 | 396.31 |
|
| Southern Copper Corporation (SCCO) | 0.1 | $363k | 2.5k | 143.47 |
|
|
| FedEx Corporation (FDX) | 0.1 | $355k | NEW | 1.2k | 290.53 |
|
| Ameren Corporation (AEE) | 0.1 | $350k | +6% | 3.5k | 99.85 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $349k | NEW | 6.5k | 54.00 |
|
| Honeywell International (HON) | 0.1 | $348k | 1.8k | 195.00 |
|
|
| Toyota Motor Corp Ads (TM) | 0.1 | $348k | +16% | 1.6k | 214.06 |
|
| Icici Bank Adr (IBN) | 0.1 | $348k | +8% | 12k | 29.79 |
|
| AutoZone (AZO) | 0.1 | $346k | +2% | 102.00 | 3392.00 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) | 0.1 | $342k | 8.6k | 39.59 |
|
|
| Novartis Sponsored Adr (NVS) | 0.1 | $342k | NEW | 2.5k | 137.88 |
|
| Analog Devices (ADI) | 0.1 | $338k | +17% | 1.2k | 274.89 |
|
| Comfort Systems USA (FIX) | 0.1 | $337k | NEW | 361.00 | 933.30 |
|
| American Electric Power Company (AEP) | 0.1 | $336k | +6% | 2.9k | 115.25 |
|
| Cintas Corporation (CTAS) | 0.1 | $335k | 1.8k | 188.11 |
|
|
| American Intl Group Com New (AIG) | 0.1 | $335k | +12% | 3.9k | 85.60 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $332k | +27% | 13k | 25.64 |
|
| Centene Corporation (CNC) | 0.1 | $332k | NEW | 8.1k | 41.00 |
|
| Hartford Financial Services (HIG) | 0.1 | $328k | +2% | 2.4k | 138.50 |
|
| Marvell Technology (MRVL) | 0.1 | $327k | +56% | 3.9k | 85.00 |
|
| Unilever Spon Adr New (UL) | 0.1 | $326k | NEW | 5.0k | 65.41 |
|
| Cadence Design Systems (CDNS) | 0.1 | $322k | 1.0k | 312.58 |
|
|
| Iren Ordinary Shares (IREN) | 0.1 | $321k | 8.5k | 37.77 |
|
|
| Bowhead Specialty Hldgs Com Shs (BOW) | 0.1 | $319k | NEW | 11k | 28.54 |
|
| Yum China Holdings (YUMC) | 0.1 | $316k | NEW | 6.6k | 47.74 |
|
| Chunghwa Telecom Spon Adr New11 (CHT) | 0.1 | $311k | -14% | 7.5k | 41.71 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $308k | -96% | 13k | 23.03 |
|
| Atlassian Corporation Cl A (TEAM) | 0.1 | $307k | NEW | 1.9k | 162.00 |
|
| Kkr & Co (KKR) | 0.1 | $304k | -2% | 2.4k | 127.45 |
|
| Martin Marietta Materials (MLM) | 0.1 | $304k | +13% | 488.00 | 622.63 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $302k | -5% | 786.00 | 384.53 |
|
| Kb Finl Group Sponsored Adr (KB) | 0.1 | $302k | +3% | 3.5k | 85.93 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $298k | 1.8k | 160.97 |
|
|
| Ross Stores (ROST) | 0.1 | $298k | +12% | 1.7k | 180.00 |
|
| Starbucks Corporation (SBUX) | 0.1 | $290k | +3% | 3.4k | 84.21 |
|
| Woori Finl Group Sponsored Ads (WF) | 0.1 | $289k | 4.9k | 58.79 |
|
|
| Paccar (PCAR) | 0.1 | $289k | 2.6k | 110.93 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $289k | NEW | 373.00 | 773.33 |
|
| Corteva (CTVA) | 0.1 | $286k | +3% | 4.3k | 67.03 |
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $284k | 2.4k | 120.40 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $284k | -9% | 2.7k | 103.58 |
|
| Intercontinental Exchange (ICE) | 0.1 | $283k | -5% | 1.7k | 163.62 |
|
| Ferrari Nv Ord (RACE) | 0.1 | $282k | -2% | 762.00 | 370.00 |
|
| Edison International (EIX) | 0.1 | $279k | NEW | 4.7k | 60.00 |
|
| Gartner (IT) | 0.1 | $279k | NEW | 1.1k | 252.20 |
|
| Marsh & McLennan Companies | 0.1 | $279k | +11% | 1.5k | 185.56 |
|
| Ecolab (ECL) | 0.1 | $277k | +7% | 1.1k | 263.29 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.1 | $277k | NEW | 1.8k | 153.50 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $276k | +2% | 1.8k | 151.94 |
|
| Expedia Group Com New (EXPE) | 0.1 | $275k | NEW | 970.00 | 283.31 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $274k | 1.7k | 161.00 |
|
|
| Cummins (CMI) | 0.1 | $273k | NEW | 536.00 | 510.00 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $273k | +51% | 2.4k | 113.00 |
|
| Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ) | 0.1 | $273k | NEW | 5.6k | 48.98 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $269k | NEW | 1.7k | 162.01 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $267k | +23% | 50k | 5.30 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $267k | 2.8k | 95.35 |
|
|
| Western Digital (WDC) | 0.1 | $267k | NEW | 1.5k | 172.31 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $266k | 1.4k | 185.50 |
|
|
| Kinder Morgan (KMI) | 0.1 | $266k | NEW | 9.7k | 27.48 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $265k | +5% | 351.00 | 753.94 |
|
| 3M Company (MMM) | 0.1 | $265k | NEW | 1.7k | 160.10 |
|
| Technipfmc (FTI) | 0.1 | $263k | NEW | 5.8k | 45.00 |
|
| Cloudflare Cl A Com (NET) | 0.1 | $262k | +32% | 1.3k | 197.15 |
|
| Encompass Health Corp (EHC) | 0.1 | $260k | 2.5k | 106.00 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.1 | $259k | -7% | 5.5k | 47.02 |
|
| Constellation Energy (CEG) | 0.1 | $258k | +16% | 729.00 | 353.22 |
|
| Ferrovial Se Ord Shs (FER) | 0.1 | $257k | +5% | 4.0k | 64.61 |
|
| Genworth Finl Com Shs (GNW) | 0.1 | $257k | +31% | 28k | 9.03 |
|
| Fortinet (FTNT) | 0.0 | $256k | NEW | 3.2k | 79.40 |
|
| Synopsys (SNPS) | 0.0 | $254k | 541.00 | 469.75 |
|
|
| Bellring Brands Common Stock (BRBR) | 0.0 | $254k | NEW | 9.5k | 26.73 |
|
| Dell Technologies CL C (DELL) | 0.0 | $253k | +16% | 2.0k | 125.88 |
|
| Wec Energy Group (WEC) | 0.0 | $252k | -2% | 2.4k | 105.46 |
|
| Pure Storage Cl A (PSTG) | 0.0 | $251k | +32% | 3.8k | 66.92 |
|
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.0 | $251k | +3% | 4.6k | 54.11 |
|
| Stryker Corporation (SYK) | 0.0 | $250k | +24% | 702.00 | 356.25 |
|
| United Therapeutics Corporation (UTHR) | 0.0 | $250k | NEW | 512.00 | 487.25 |
|
| United Rentals (URI) | 0.0 | $249k | 308.00 | 809.44 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $249k | +5% | 889.00 | 280.40 |
|
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $248k | NEW | 8.0k | 31.21 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $248k | NEW | 433.00 | 572.70 |
|
| Zoom Communications Cl A (ZM) | 0.0 | $248k | NEW | 2.9k | 86.27 |
|
| Universal Hlth Svcs CL B (UHS) | 0.0 | $247k | 1.1k | 217.93 |
|
|
| Arch Cap Group Ord (ACGL) | 0.0 | $247k | NEW | 2.6k | 95.93 |
|
| Becton, Dickinson and (BDX) | 0.0 | $246k | NEW | 1.3k | 190.14 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $246k | -16% | 423.00 | 580.67 |
|
| Firstcash Holdings (FCFS) | 0.0 | $244k | +8% | 1.5k | 159.38 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $244k | NEW | 2.5k | 99.16 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $243k | 4.1k | 59.55 |
|
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $243k | 15k | 16.10 |
|
|
| Banco Santander Sa Adr (SAN) | 0.0 | $242k | NEW | 21k | 11.67 |
|
| State Street Corporation (STT) | 0.0 | $241k | 1.9k | 129.00 |
|
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $241k | NEW | 3.8k | 64.05 |
|
| Altria (MO) | 0.0 | $241k | +17% | 4.1k | 58.66 |
|
| Lpl Financial Holdings (LPLA) | 0.0 | $240k | 671.00 | 357.00 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $239k | NEW | 1.3k | 178.17 |
|
| Valero Energy Corporation (VLO) | 0.0 | $237k | -2% | 1.5k | 162.75 |
|
| Vulcan Materials Company (VMC) | 0.0 | $237k | 830.00 | 285.00 |
|
|
| Zions Bancorporation (ZION) | 0.0 | $235k | 4.0k | 58.55 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $235k | +10% | 14k | 16.74 |
|
| Keurig Dr Pepper (KDP) | 0.0 | $235k | NEW | 8.4k | 28.00 |
|
| Williams Companies (WMB) | 0.0 | $234k | 3.9k | 59.95 |
|
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.0 | $233k | +2% | 1.6k | 143.89 |
|
| Xcel Energy (XEL) | 0.0 | $232k | 3.1k | 74.44 |
|
|
| Fidelity Covington Trust Enhanced Large (FELG) | 0.0 | $231k | -14% | 5.5k | 41.70 |
|
| Anthem (ELV) | 0.0 | $231k | NEW | 659.00 | 350.32 |
|
| Wintrust Financial Corporation (WTFC) | 0.0 | $229k | 1.6k | 139.82 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $229k | 826.00 | 276.94 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $229k | NEW | 3.5k | 64.42 |
|
| Illinois Tool Works (ITW) | 0.0 | $228k | -4% | 919.00 | 247.99 |
|
| Abercrombie & Fitch Cl A (ANF) | 0.0 | $226k | NEW | 1.8k | 125.90 |
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.0 | $225k | -34% | 2.0k | 113.87 |
|
| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $224k | NEW | 666.00 | 336.47 |
|
| Northern Trust Corporation (NTRS) | 0.0 | $224k | NEW | 1.6k | 137.50 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $222k | 2.8k | 78.81 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $220k | +2% | 325.00 | 676.67 |
|
| Dr Reddys Labs Adr (RDY) | 0.0 | $220k | +19% | 16k | 14.00 |
|
| Nvni Group Ord Shs New (NVNI) | 0.0 | $219k | NEW | 83k | 2.65 |
|
| Hldgs (UAL) | 0.0 | $218k | NEW | 2.0k | 111.67 |
|
| Kymera Therapeutics (KYMR) | 0.0 | $218k | NEW | 2.8k | 77.81 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $217k | NEW | 784.00 | 276.13 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $216k | NEW | 3.1k | 69.15 |
|
| Bofi Holding (AX) | 0.0 | $216k | 2.5k | 86.16 |
|
|
| Exelon Corporation (EXC) | 0.0 | $216k | +5% | 4.9k | 43.61 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $214k | +2% | 1.2k | 173.43 |
|
| Dominion Resources (D) | 0.0 | $214k | -2% | 3.7k | 58.59 |
|
| Eni S P A Sponsored Adr (E) | 0.0 | $214k | NEW | 5.6k | 37.94 |
|
| Corpay Com Shs (CPAY) | 0.0 | $213k | -2% | 709.00 | 301.00 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $212k | NEW | 4.3k | 49.21 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $211k | 949.00 | 222.50 |
|
|
| Ionq Inc Pipe (IONQ) | 0.0 | $209k | +9% | 4.7k | 44.87 |
|
| Allstate Corporation (ALL) | 0.0 | $207k | NEW | 989.00 | 209.36 |
|
| Halliburton Company (HAL) | 0.0 | $207k | NEW | 7.4k | 28.00 |
|
| Willis Towers Watson SHS (WTW) | 0.0 | $207k | 626.00 | 330.00 |
|
|
| Medtronic SHS (MDT) | 0.0 | $206k | NEW | 2.1k | 96.98 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $204k | +3% | 225.00 | 908.00 |
|
| CMS Energy Corporation (CMS) | 0.0 | $204k | NEW | 2.9k | 69.92 |
|
| Hafnia SHS (HAFN) | 0.0 | $173k | -3% | 32k | 5.33 |
|
| Ihs Holding Ord Shs (IHS) | 0.0 | $171k | 23k | 7.46 |
|
|
| Tortoise Capital Series Trus Energy Fd (TNGY) | 0.0 | $154k | -11% | 17k | 9.16 |
|
| Vestis Corporation Com Shs (VSTS) | 0.0 | $151k | NEW | 23k | 6.64 |
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $141k | -50% | 17k | 8.39 |
|
| Fortuna Mng Corp Com New (FSM) | 0.0 | $137k | +2% | 14k | 9.81 |
|
| Dht Holdings Shs New (DHT) | 0.0 | $128k | NEW | 10k | 12.21 |
|
| Telefonica S A Sponsored Adr | 0.0 | $98k | -17% | 24k | 4.05 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $93k | 14k | 6.48 |
|
|
| Banco Santander Brasil S A Ads Rep 1 Unit (BSBR) | 0.0 | $91k | +8% | 15k | 6.17 |
|
| Adt (ADT) | 0.0 | $89k | NEW | 11k | 8.08 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $86k | -5% | 30k | 2.84 |
|
| Neogen Corporation (NEOG) | 0.0 | $86k | +2% | 12k | 7.00 |
|
| Enel Chile Sponsored Adr (ENIC) | 0.0 | $84k | 21k | 4.02 |
|
|
| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.0 | $73k | NEW | 10k | 7.16 |
|
| Gossamer Bio (GOSS) | 0.0 | $66k | +17% | 21k | 3.10 |
|
| Ftai Infrastructure Common Stock (FIP) | 0.0 | $59k | NEW | 13k | 4.61 |
|
| Medical Properties Trust (MPT) | 0.0 | $55k | NEW | 11k | 5.00 |
|
| Newell Rubbermaid (NWL) | 0.0 | $41k | NEW | 11k | 3.72 |
|
| Aspen Aerogels (ASPN) | 0.0 | $30k | NEW | 11k | 2.84 |
|
Past Filings by Drive Wealth Management
SEC 13F filings are viewable for Drive Wealth Management going back to 2021
- Drive Wealth Management 2025 Q4 filed Feb. 4, 2026
- 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