Drive Wealth Management
Latest statistics and disclosures from Drive Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.A, AAPL, SPYV, FSK, BRK.B, and represent 18.60% of Drive Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: AAPL, SHV, PXH, IEF, ICSH, GSY, BSV, SQQQ, SHY, IVV.
- Started 69 new stock positions in ADM, VGIT, MPW, SAP, HSY, ICL, FICS, SHV, CME, BSV.
- Reduced shares in these 10 stocks: VTI, , NUGT, UUP, TZA, UVXY, JPST, LRCX, IWM, DFSD.
- Sold out of its positions in AEM, BABA, ALLY, AMGN, AR, CE, CMCSA, DFAU, NUGT, FMC.
- Drive Wealth Management was a net buyer of stock by $33M.
- Drive Wealth Management has $239M in assets under management (AUM), dropping by 19.39%.
- Central Index Key (CIK): 0001952781
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Portfolio Holdings for Drive Wealth Management
Drive Wealth Management holds 290 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 6.2 | $15M | 32.00 | 465600.00 |
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| Apple (AAPL) | 4.2 | $10M | +52% | 60k | 164.90 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 3.0 | $7.2M | -2% | 177k | 40.72 |
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| Fs Kkr Capital Corp (FSK) | 2.7 | $6.4M | +3% | 348k | 18.50 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.5 | $5.9M | +10% | 19k | 308.77 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 2.3 | $5.5M | -2% | 99k | 55.36 |
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| Microsoft Corporation (MSFT) | 2.3 | $5.4M | 19k | 288.30 |
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| Proshares Tr Ultrapro Sht Qqq (SQQQ) | 2.3 | $5.4M | +46% | 184k | 29.36 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.9 | $4.5M | -52% | 22k | 204.06 |
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 1.8 | $4.3M | +29% | 97k | 44.43 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.8 | $4.2M | +44% | 157k | 26.95 |
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| Amazon (AMZN) | 1.5 | $3.5M | +44% | 34k | 103.29 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $2.6M | +31% | 26k | 103.73 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.1 | $2.6M | 9.0k | 285.80 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.1 | $2.5M | -3% | 79k | 32.12 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 1.0 | $2.4M | +1020% | 25k | 99.12 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $2.4M | +164% | 5.9k | 411.08 |
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| Ishares Tr Short Treas Bd (SHV) | 1.0 | $2.3M | NEW | 21k | 110.50 |
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| Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) | 0.9 | $2.2M | NEW | 122k | 18.36 |
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| Ishares Tr Blackrock Ultra (ICSH) | 0.9 | $2.1M | NEW | 43k | 50.25 |
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| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.9 | $2.1M | NEW | 42k | 49.60 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $2.0M | +6% | 18k | 109.66 |
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| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.8 | $2.0M | -3% | 29k | 68.44 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.8 | $2.0M | +30% | 92k | 21.49 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.8 | $1.9M | NEW | 24k | 76.49 |
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| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.8 | $1.9M | -2% | 28k | 66.08 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $1.8M | +21% | 18k | 104.00 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.8 | $1.8M | 43k | 42.50 |
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| Dimensional Etf Trust Inflation Prote (DFIP) | 0.7 | $1.8M | 42k | 42.83 |
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| Meta Platforms Cl A (META) | 0.7 | $1.7M | -18% | 8.2k | 211.94 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.7 | $1.7M | -16% | 38k | 45.17 |
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| NVIDIA Corporation (NVDA) | 0.7 | $1.7M | +28% | 6.2k | 277.77 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $1.7M | 13k | 130.31 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.7 | $1.7M | NEW | 20k | 82.16 |
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| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.7 | $1.6M | 61k | 26.67 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.6 | $1.5M | +30% | 66k | 23.02 |
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| Home Depot (HD) | 0.6 | $1.5M | +3% | 5.0k | 295.13 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $1.5M | -4% | 3.9k | 376.07 |
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| Chevron Corporation (CVX) | 0.6 | $1.4M | +4% | 8.9k | 163.16 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.6 | $1.4M | -5% | 28k | 50.40 |
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| ConocoPhillips (COP) | 0.6 | $1.4M | +3% | 14k | 99.78 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.6 | $1.4M | 34k | 39.46 |
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| Invesco Exch Traded Fd Tr Ii Purbta Ftse Dv (PBDM) | 0.6 | $1.3M | +74% | 53k | 25.64 |
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| UnitedHealth (UNH) | 0.6 | $1.3M | +4% | 2.8k | 472.63 |
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| Visa Com Cl A (V) | 0.5 | $1.2M | -2% | 5.4k | 225.46 |
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| Tesla Motors (TSLA) | 0.5 | $1.2M | +193% | 5.8k | 207.44 |
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| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.5 | $1.2M | +74% | 39k | 30.81 |
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| Merck & Co (MRK) | 0.5 | $1.2M | 11k | 107.12 |
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| Wells Fargo & Company (WFC) | 0.5 | $1.2M | +3% | 31k | 37.38 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $1.1M | -28% | 3.1k | 363.41 |
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| Goldman Sachs Etf Tr Marketbeta Intl (GSID) | 0.5 | $1.1M | +74% | 22k | 50.70 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.5 | $1.1M | +2% | 12k | 93.44 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.5 | $1.1M | -38% | 21k | 50.32 |
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| Global X Fds Us Pfd Etf (PFFD) | 0.4 | $1.1M | -6% | 54k | 19.86 |
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| Sunrun (RUN) | 0.4 | $1.1M | +2% | 52k | 20.15 |
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| Procter & Gamble Company (PG) | 0.4 | $1.1M | +17% | 7.1k | 148.70 |
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| Broadcom (AVGO) | 0.4 | $1.0M | 1.6k | 641.68 |
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| Cisco Systems (CSCO) | 0.4 | $1.0M | +5% | 20k | 52.28 |
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| Direxion Shs Etf Tr Daily Sm Cp Bear (TZA) | 0.4 | $997k | -41% | 32k | 31.14 |
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| Direxion Shs Etf Tr Dly Semicndtr Br (SOXS) | 0.4 | $991k | NEW | 61k | 16.28 |
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| Vanguard World Extended Dur (EDV) | 0.4 | $975k | +12% | 11k | 90.54 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $933k | -4% | 2.4k | 385.37 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $882k | +23% | 2.1k | 411.00 |
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| Pfizer (PFE) | 0.4 | $866k | +91% | 21k | 40.80 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $858k | NEW | 4.1k | 210.94 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $848k | -15% | 2.6k | 321.50 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.3 | $830k | +74% | 30k | 27.84 |
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| Abbvie (ABBV) | 0.3 | $824k | +7% | 5.2k | 159.36 |
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| Philip Morris International (PM) | 0.3 | $819k | -8% | 8.3k | 98.54 |
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| Pepsi (PEP) | 0.3 | $815k | +24% | 4.5k | 182.28 |
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| Honeywell International (HON) | 0.3 | $793k | +157% | 4.2k | 191.11 |
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| Qualcomm (QCOM) | 0.3 | $790k | +226% | 6.2k | 127.58 |
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| Ishares Msci Gbl Min Vol (ACWV) | 0.3 | $776k | -3% | 8.0k | 96.75 |
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| United Parcel Service CL B (UPS) | 0.3 | $771k | +5% | 4.0k | 193.99 |
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| Netflix (NFLX) | 0.3 | $766k | 2.2k | 345.48 |
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| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.3 | $765k | 10k | 76.18 |
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| Invesco Exch Traded Fd Tr Ii Purbta Ftse Em (PBEE) | 0.3 | $757k | +74% | 34k | 22.55 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $757k | NEW | 19k | 40.40 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.3 | $754k | 15k | 49.30 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $741k | +6% | 1.3k | 576.84 |
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| At&t (T) | 0.3 | $739k | 38k | 19.25 |
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| Novo-nordisk A S Adr (NVO) | 0.3 | $738k | -15% | 4.6k | 160.35 |
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| Walt Disney Company (DIS) | 0.3 | $726k | +23% | 7.2k | 100.14 |
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| Us Bancorp Del Com New (USB) | 0.3 | $711k | +144% | 20k | 36.53 |
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| Coinbase Global Com Cl A (COIN) | 0.3 | $709k | 11k | 67.57 |
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| Abbott Laboratories (ABT) | 0.3 | $699k | -31% | 6.9k | 101.25 |
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| Bank of America Corporation (BAC) | 0.3 | $698k | +8% | 24k | 28.60 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $689k | -3% | 7.0k | 97.93 |
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| Gladstone Ld (LAND) | 0.3 | $687k | 41k | 16.65 |
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| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.3 | $685k | -6% | 21k | 32.49 |
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| Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) | 0.3 | $650k | +74% | 15k | 44.06 |
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| Johnson & Johnson (JNJ) | 0.3 | $621k | +5% | 4.0k | 155.01 |
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| Wal-Mart Stores (WMT) | 0.3 | $621k | +9% | 4.2k | 148.03 |
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| salesforce (CRM) | 0.3 | $620k | +46% | 3.1k | 199.78 |
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| Coca-Cola Company (KO) | 0.3 | $613k | +6% | 9.8k | 62.47 |
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| General Electric Com New (GE) | 0.3 | $599k | NEW | 6.3k | 95.60 |
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| Williams Companies (WMB) | 0.2 | $596k | -9% | 20k | 29.86 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $588k | NEW | 6.4k | 91.82 |
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| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.2 | $579k | 2.3k | 247.22 |
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| Bristol Myers Squibb (BMY) | 0.2 | $576k | +10% | 8.3k | 69.31 |
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| Iron Mountain (IRM) | 0.2 | $571k | NEW | 11k | 53.54 |
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| Eli Lilly & Co. (LLY) | 0.2 | $571k | +15% | 1.7k | 343.47 |
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| Pioneer Natural Resources (PXD) | 0.2 | $559k | +13% | 2.7k | 204.25 |
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| Unilever Spon Adr New (UL) | 0.2 | $558k | -11% | 11k | 51.93 |
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| Centene Corporation (CNC) | 0.2 | $555k | +213% | 8.8k | 63.21 |
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| Hess (HES) | 0.2 | $555k | -36% | 4.2k | 132.34 |
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| Oracle Corporation (ORCL) | 0.2 | $553k | -11% | 5.9k | 92.92 |
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| Albemarle Corporation (ALB) | 0.2 | $540k | NEW | 2.4k | 221.10 |
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| Dimensional Etf Trust Short Duration F (DFSD) | 0.2 | $528k | -50% | 11k | 46.66 |
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| Sempra Energy (SRE) | 0.2 | $525k | -11% | 3.4k | 152.39 |
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| Costco Wholesale Corporation (COST) | 0.2 | $523k | +36% | 1.1k | 497.07 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $516k | NEW | 9.9k | 52.38 |
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| Republic Services (RSG) | 0.2 | $515k | NEW | 3.8k | 135.72 |
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| Applied Materials (AMAT) | 0.2 | $513k | +12% | 4.2k | 122.84 |
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| Caterpillar (CAT) | 0.2 | $506k | +11% | 2.2k | 228.83 |
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| Union Pacific Corporation (UNP) | 0.2 | $504k | +4% | 2.5k | 201.29 |
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| Franchise Group (FRG) | 0.2 | $499k | -2% | 18k | 27.88 |
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| Franco-Nevada Corporation (FNV) | 0.2 | $494k | +9% | 3.4k | 145.80 |
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| Wisdomtree Tr Emerging Markets (NTSE) | 0.2 | $493k | +74% | 18k | 28.06 |
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| Nike CL B (NKE) | 0.2 | $493k | +2% | 4.0k | 122.96 |
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| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.2 | $491k | 6.7k | 73.75 |
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| Investment Managers Ser Tr I Axs Tsla Bear Dl (TSLQ) | 0.2 | $489k | NEW | 12k | 42.54 |
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| Freeport-mcmoran CL B (FCX) | 0.2 | $484k | -4% | 12k | 40.91 |
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| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 0.2 | $483k | -5% | 10k | 47.36 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $482k | -6% | 5.1k | 93.89 |
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| Verizon Communications (VZ) | 0.2 | $481k | +42% | 12k | 38.89 |
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| Servicenow (NOW) | 0.2 | $470k | +18% | 1.0k | 464.72 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $459k | -3% | 3.4k | 134.84 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $456k | 4.9k | 92.81 |
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| Paypal Holdings (PYPL) | 0.2 | $454k | +19% | 6.0k | 75.94 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.2 | $453k | NEW | 19k | 23.38 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $445k | -8% | 4.8k | 91.99 |
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| Moody's Corporation (MCO) | 0.2 | $444k | +3% | 1.5k | 305.93 |
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| McDonald's Corporation (MCD) | 0.2 | $434k | +14% | 1.6k | 279.61 |
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| Enbridge (ENB) | 0.2 | $430k | +117% | 11k | 38.15 |
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| Lowe's Companies (LOW) | 0.2 | $426k | +8% | 2.1k | 199.96 |
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| Occidental Petroleum Corporation (OXY) | 0.2 | $425k | +14% | 6.8k | 62.59 |
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| Invesco Exchange Traded Fd T S&p500 Eql Enr (RYE) | 0.2 | $420k | NEW | 6.2k | 68.33 |
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| Shell Spon Ads (SHEL) | 0.2 | $419k | -9% | 7.3k | 57.54 |
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| Spdr Ser Tr Msci Usa Strtgic (QUS) | 0.2 | $416k | 3.6k | 115.93 |
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| Tidal Etf Tr Cnstrnd Cap Esg (ORFN) | 0.2 | $410k | +13% | 20k | 20.12 |
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| SYSCO Corporation (SYY) | 0.2 | $406k | -3% | 5.3k | 77.23 |
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| Wisdomtree Tr Em Lcl Debt Fd (ELD) | 0.2 | $400k | 15k | 27.07 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $384k | NEW | 4.0k | 96.70 |
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| Cigna Corp (CI) | 0.2 | $375k | +4% | 1.5k | 255.50 |
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| Encana Corporation (OVV) | 0.2 | $375k | 10k | 36.08 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.2 | $372k | -8% | 33k | 11.16 |
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| Nextera Energy (NEE) | 0.2 | $361k | +5% | 4.7k | 77.08 |
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| BlackRock (BLK) | 0.2 | $361k | +7% | 539.00 | 669.09 |
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| Marriott Intl Cl A (MAR) | 0.1 | $358k | +12% | 2.2k | 166.08 |
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| Medical Properties Trust (MPW) | 0.1 | $353k | NEW | 41k | 8.51 |
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| 3M Company (MMM) | 0.1 | $346k | -11% | 3.3k | 105.10 |
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| General Dynamics Corporation (GD) | 0.1 | $346k | -3% | 1.5k | 228.19 |
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| Invesco Exchange Traded Fd T Intl Divi Achi (PID) | 0.1 | $342k | +76% | 19k | 17.83 |
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| Advanced Micro Devices (AMD) | 0.1 | $342k | NEW | 3.5k | 98.01 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $340k | 4.1k | 82.98 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $337k | 1.3k | 255.47 |
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| Wisdomtree Tr Glb Us Qtly Div (DNL) | 0.1 | $336k | NEW | 9.5k | 35.47 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $330k | -20% | 4.7k | 70.50 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $323k | -42% | 1.8k | 183.22 |
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| Phillips 66 (PSX) | 0.1 | $320k | +4% | 3.2k | 101.37 |
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| Kraft Heinz (KHC) | 0.1 | $319k | -8% | 8.3k | 38.67 |
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| Moelis & Co Cl A (MC) | 0.1 | $318k | -10% | 8.3k | 38.44 |
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| Federated Premier Municipal Income (FMN) | 0.1 | $316k | -4% | 29k | 10.86 |
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| Qualtrics Intl Com Cl A (XM) | 0.1 | $314k | 18k | 17.83 |
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| Genpact SHS (G) | 0.1 | $311k | +11% | 6.7k | 46.22 |
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| Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.1 | $310k | +14% | 26k | 11.99 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $308k | 12k | 25.48 |
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| Altria (MO) | 0.1 | $307k | -9% | 6.7k | 45.56 |
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| Canadian Natural Resources (CNQ) | 0.1 | $306k | +27% | 5.5k | 55.84 |
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| Anthem (ELV) | 0.1 | $306k | +15% | 665.00 | 459.95 |
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| PG&E Corporation (PCG) | 0.1 | $303k | 19k | 16.17 |
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| Invesco Exch Trd Slf Idx Rafi Strg Emmrkt | 0.1 | $303k | NEW | 13k | 23.43 |
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| Starbucks Corporation (SBUX) | 0.1 | $302k | -4% | 2.9k | 104.12 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $298k | NEW | 5.0k | 59.96 |
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| Illinois Tool Works (ITW) | 0.1 | $297k | +12% | 1.2k | 244.80 |
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| Nuveen Insd Dividend Advantage (NVG) | 0.1 | $295k | +51% | 25k | 11.81 |
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| Automatic Data Processing (ADP) | 0.1 | $294k | +7% | 1.3k | 223.68 |
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| Blackrock Muniyield Insured Fund (MYI) | 0.1 | $294k | -18% | 26k | 11.38 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $292k | -40% | 1.2k | 249.40 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $291k | +16% | 1.5k | 191.26 |
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| TJX Companies (TJX) | 0.1 | $286k | +3% | 3.7k | 78.36 |
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| Illumina (ILMN) | 0.1 | $285k | -8% | 1.2k | 232.55 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $285k | NEW | 3.5k | 80.22 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $282k | NEW | 1.9k | 151.01 |
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| Humana (HUM) | 0.1 | $282k | +7% | 580.00 | 486.39 |
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| General Mills (GIS) | 0.1 | $280k | +15% | 3.3k | 85.45 |
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| Danaher Corporation (DHR) | 0.1 | $279k | +6% | 1.1k | 252.11 |
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $279k | NEW | 6.7k | 41.46 |
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| Zoetis Cl A (ZTS) | 0.1 | $277k | +18% | 1.7k | 166.44 |
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| McKesson Corporation (MCK) | 0.1 | $277k | +10% | 776.00 | 356.37 |
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| Boeing Company (BA) | 0.1 | $274k | +16% | 1.3k | 212.43 |
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| Sap Se Spon Adr (SAP) | 0.1 | $271k | NEW | 2.1k | 126.56 |
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| CVS Caremark Corporation (CVS) | 0.1 | $271k | NEW | 3.6k | 74.31 |
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| CSX Corporation (CSX) | 0.1 | $269k | +3% | 9.0k | 29.94 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $269k | NEW | 1.1k | 244.24 |
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| J.B. Hunt Transport Services (JBHT) | 0.1 | $266k | -7% | 1.5k | 175.51 |
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| Align Technology (ALGN) | 0.1 | $265k | NEW | 794.00 | 334.14 |
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| S&p Global (SPGI) | 0.1 | $264k | +16% | 767.00 | 344.67 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $264k | NEW | 2.1k | 124.40 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $262k | NEW | 830.00 | 315.07 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $261k | 678.00 | 385.47 |
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| Medtronic SHS (MDT) | 0.1 | $261k | NEW | 3.2k | 81.31 |
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| MetLife (MET) | 0.1 | $261k | 4.5k | 57.95 |
|
|
| Ishares Jp Morgan Em Etf (LEMB) | 0.1 | $261k | -16% | 7.2k | 36.05 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $260k | +13% | 2.4k | 106.35 |
|
| O'reilly Automotive (ORLY) | 0.1 | $258k | 304.00 | 848.98 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $257k | -10% | 5.1k | 50.66 |
|
| American Express Company (AXP) | 0.1 | $255k | +7% | 1.5k | 164.96 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $253k | -3% | 2.8k | 90.55 |
|
| Intuit (INTU) | 0.1 | $251k | NEW | 563.00 | 445.56 |
|
| Best Buy (BBY) | 0.1 | $249k | 3.1k | 79.19 |
|
|
| Direxion Shs Etf Tr Dly S&p Oil Gas (DRIP) | 0.1 | $248k | NEW | 17k | 14.60 |
|
| Waste Management (WM) | 0.1 | $248k | NEW | 1.5k | 163.14 |
|
| First Tr Exchange-traded Intl Dev Strngth (FICS) | 0.1 | $247k | NEW | 7.8k | 31.47 |
|
| St. Joe Company (JOE) | 0.1 | $245k | -2% | 5.9k | 41.61 |
|
| Valero Energy Corporation (VLO) | 0.1 | $244k | NEW | 1.8k | 139.57 |
|
| Booking Holdings (BKNG) | 0.1 | $241k | NEW | 91.00 | 2652.41 |
|
| Valley National Ban (VLY) | 0.1 | $241k | -11% | 26k | 9.35 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $240k | 2.6k | 91.24 |
|
|
| Amphenol Corp Cl A (APH) | 0.1 | $239k | NEW | 2.9k | 82.32 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $237k | -15% | 347.00 | 681.46 |
|
| Cme (CME) | 0.1 | $236k | NEW | 1.2k | 191.45 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $231k | -6% | 4.9k | 47.39 |
|
| Goldman Sachs (GS) | 0.1 | $229k | +14% | 701.00 | 327.31 |
|
| Autodesk (ADSK) | 0.1 | $229k | -5% | 1.1k | 208.16 |
|
| Equinix (EQIX) | 0.1 | $229k | NEW | 318.00 | 720.19 |
|
| International Paper Company (IP) | 0.1 | $228k | -10% | 6.3k | 36.06 |
|
| Hershey Company (HSY) | 0.1 | $227k | NEW | 892.00 | 254.43 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $227k | -5% | 23k | 9.71 |
|
| Invesco Quality Municipal Inc Trust (IQI) | 0.1 | $227k | -29% | 23k | 9.98 |
|
| Progressive Corporation (PGR) | 0.1 | $226k | NEW | 1.6k | 143.06 |
|
| Corteva (CTVA) | 0.1 | $224k | NEW | 3.7k | 60.30 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $224k | +13% | 3.7k | 59.90 |
|
| Eaton Corp SHS (ETN) | 0.1 | $222k | NEW | 1.3k | 171.30 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $222k | NEW | 3.8k | 58.54 |
|
| Travelers Companies (TRV) | 0.1 | $221k | +15% | 1.3k | 171.41 |
|
| Sofi Technologies (SOFI) | 0.1 | $218k | NEW | 36k | 6.07 |
|
| Becton, Dickinson and (BDX) | 0.1 | $217k | -2% | 875.00 | 247.46 |
|
| Blackrock Muniyield Quality Fund II (MQT) | 0.1 | $216k | +2% | 21k | 10.40 |
|
| Schlumberger Com Stk (SLB) | 0.1 | $216k | +12% | 4.4k | 49.35 |
|
| American Intl Group Com New (AIG) | 0.1 | $216k | 4.3k | 50.36 |
|
|
| Bank Of Nt Butterfield&son L Shs New (NTB) | 0.1 | $215k | NEW | 8.0k | 27.00 |
|
| Archer Daniels Midland Company (ADM) | 0.1 | $212k | NEW | 2.7k | 79.65 |
|
| Fair Isaac Corporation (FICO) | 0.1 | $212k | NEW | 301.00 | 702.69 |
|
| BlackRock MuniVest Fund (MVF) | 0.1 | $211k | +35% | 31k | 6.93 |
|
| Suncor Energy (SU) | 0.1 | $210k | 6.8k | 31.05 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $209k | -14% | 2.0k | 105.50 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $208k | NEW | 1.5k | 135.27 |
|
| Analog Devices (ADI) | 0.1 | $206k | NEW | 1.0k | 197.30 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $206k | 6.1k | 33.48 |
|
|
| International Business Machines (IBM) | 0.1 | $205k | -10% | 1.6k | 131.10 |
|
| EOG Resources (EOG) | 0.1 | $205k | NEW | 1.8k | 114.65 |
|
| Target Corporation (TGT) | 0.1 | $205k | NEW | 1.2k | 165.70 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $205k | NEW | 3.3k | 61.95 |
|
| Old Dominion Freight Line (ODFL) | 0.1 | $203k | NEW | 596.00 | 340.59 |
|
| Toyota Motor Corp Ads (TM) | 0.1 | $202k | NEW | 1.4k | 141.68 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $201k | NEW | 245.00 | 821.67 |
|
| Southern Company (SO) | 0.1 | $201k | NEW | 2.9k | 69.58 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $183k | NEW | 12k | 15.10 |
|
| Mfs High Yield Mun Tr Sh Ben Int (CMU) | 0.1 | $176k | 55k | 3.21 |
|
|
| AllianceBernstein Natnl Muncpl Incm Fnd. (AFB) | 0.1 | $159k | NEW | 15k | 10.95 |
|
| Kraneshares Tr Quadratic Defla (BNDD) | 0.1 | $158k | NEW | 10k | 15.83 |
|
| Invesco Advantage Mun Income Sh Ben Int (VKI) | 0.1 | $156k | -6% | 18k | 8.91 |
|
| Western Asset Municipal Partners Fnd (MNP) | 0.1 | $149k | -31% | 12k | 12.14 |
|
| Radius Global Infrastrctre I Com Cl A (RADI) | 0.1 | $147k | NEW | 10k | 14.67 |
|
| Eaton Vance Muni Income Trus Sh Ben Int (EVN) | 0.1 | $143k | -14% | 14k | 10.13 |
|
| Mfs High Income Mun Tr Sh Ben Int (CXE) | 0.1 | $141k | +52% | 39k | 3.65 |
|
| Haleon Spon Ads (HLN) | 0.1 | $138k | -11% | 17k | 8.20 |
|
| Blackrock Muniholdings Insured Fund II (MUE) | 0.1 | $133k | NEW | 13k | 10.06 |
|
| Ford Motor Company (F) | 0.1 | $127k | NEW | 10k | 12.60 |
|
| Bny Mellon Mun Bd Infrastruc Com Shs (DMB) | 0.1 | $124k | -7% | 11k | 11.63 |
|
| Nuveen Senior Income Fund (NSL) | 0.1 | $121k | -4% | 26k | 4.65 |
|
| Putnam Mun Opportunities Tr Sh Ben Int (PMO) | 0.0 | $118k | -8% | 11k | 10.42 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $117k | +13% | 13k | 8.76 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $111k | 14k | 7.97 |
|
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.0 | $109k | -3% | 14k | 8.00 |
|
| Mfs Mun Income Tr Sh Ben Int (MFM) | 0.0 | $99k | +27% | 19k | 5.34 |
|
| Icl Group SHS (ICL) | 0.0 | $94k | NEW | 14k | 6.80 |
|
| Lumen Technologies (LUMN) | 0.0 | $92k | -10% | 35k | 2.65 |
|
| Lg Display Spons Adr Rep (LPL) | 0.0 | $80k | +24% | 13k | 6.38 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $70k | +11% | 16k | 4.49 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $66k | 28k | 2.32 |
|
|
| Sirius Xm Holdings (SIRI) | 0.0 | $60k | +37% | 15k | 3.97 |
|
| Neuroone Med Technologies Com New (NMTC) | 0.0 | $55k | -46% | 34k | 1.61 |
|
| Owlet Com Cl A (OWLT) | 0.0 | $54k | NEW | 168k | 0.32 |
|
| Enel Chile Sponsored Adr (ENIC) | 0.0 | $52k | 19k | 2.70 |
|
|
| Society Pass (SOPA) | 0.0 | $46k | 45k | 1.02 |
|
|
| Cybin Ord (CYBN) | 0.0 | $4.4k | 12k | 0.39 |
|
|
| Vistagen Therapeutics Com New (VTGN) | 0.0 | $1.2k | 10k | 0.12 |
|
|
Past Filings by Drive Wealth Management
SEC 13F filings are viewable for Drive Wealth Management going back to 2021
- 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