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, MSFT, and represent 23.51% of Drive Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$5.7M), VWO, VEA, VO, UNH, JNJ, GOVT, VTEB, SRLN, VCIT.
- Started 51 new stock positions in KEP, RACE, COF, IYW, CDNS, ICE, DD, PANW, UNH, MCBC.
- Reduced shares in these 10 stocks: TBIL, VTI, EEM, MINT, FSK, SPYV, SPYG, COIN, SPDW, DFUS.
- Sold out of its positions in ALB, MO, BP, FMN, HLN, HSY, IQI, ACWV, TFLO, LPLA. MC, NOK, OMQS, TBIL, SRE, SSTK, SYY, VLY, VT, VGSH, Western Asset Municipal Partners Fnd, MDT, LYB.
- Drive Wealth Management was a net buyer of stock by $14M.
- Drive Wealth Management has $310M in assets under management (AUM), dropping by 13.19%.
- Central Index Key (CIK): 0001952781
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Portfolio Holdings for Drive Wealth Management
Drive Wealth Management holds 306 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 6.8 | $21M | +37% | 44k | 477.63 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 5.8 | $18M | +3% | 33.00 | 542625.03 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.2 | $13M | +26% | 274k | 47.90 |
|
| Apple (AAPL) | 3.8 | $12M | 61k | 192.53 |
|
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| Microsoft Corporation (MSFT) | 2.9 | $9.1M | +4% | 24k | 376.03 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.7 | $8.2M | +90% | 201k | 41.10 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $6.9M | 19k | 356.66 |
|
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| Ishares Tr Blackrock Ultra (ICSH) | 2.2 | $6.8M | 135k | 50.36 |
|
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| Ishares Tr Short Treas Bd (SHV) | 2.2 | $6.7M | 61k | 110.13 |
|
|
| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 2.1 | $6.5M | -2% | 131k | 49.88 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 2.0 | $6.3M | +37% | 27k | 232.64 |
|
| Fs Kkr Capital Corp (FSK) | 1.6 | $4.9M | -25% | 238k | 20.66 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.6 | $4.8M | -35% | 20k | 237.22 |
|
| Ncino (NCNO) | 1.5 | $4.7M | 139k | 33.63 |
|
|
| Amazon (AMZN) | 1.4 | $4.3M | 28k | 151.94 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.3 | $3.9M | 136k | 28.64 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 1.3 | $3.9M | +48% | 169k | 23.04 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $3.3M | -3% | 6.7k | 495.21 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 1.0 | $3.1M | 8.8k | 350.91 |
|
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.9 | $2.7M | -9% | 55k | 49.65 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $2.6M | +34% | 24k | 108.25 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $2.6M | +2% | 19k | 139.69 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $2.5M | 18k | 140.93 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.8 | $2.4M | +45% | 29k | 81.28 |
|
| Meta Platforms Cl A (META) | 0.7 | $2.1M | 6.0k | 353.95 |
|
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.7 | $2.1M | +55% | 50k | 41.93 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.6 | $1.9M | -4% | 23k | 82.04 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.6 | $1.9M | +74% | 37k | 51.05 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.6 | $1.9M | +13% | 58k | 32.81 |
|
| Block Cl A (SQ) | 0.6 | $1.9M | +16% | 24k | 77.35 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $1.8M | -9% | 11k | 170.10 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.6 | $1.8M | -35% | 39k | 46.63 |
|
| Tesla Motors (TSLA) | 0.6 | $1.8M | +4% | 7.1k | 248.49 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $1.8M | 4.0k | 436.75 |
|
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| Exxon Mobil Corporation (XOM) | 0.6 | $1.7M | -5% | 18k | 99.98 |
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| Goldman Sachs Etf Tr Marketbeta Intl (GSID) | 0.6 | $1.7M | +13% | 32k | 53.93 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.6 | $1.7M | -27% | 33k | 51.83 |
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| ConocoPhillips (COP) | 0.5 | $1.7M | 15k | 116.07 |
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| UnitedHealth (UNH) | 0.5 | $1.6M | NEW | 3.0k | 526.43 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.5 | $1.6M | 21k | 77.02 |
|
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.5 | $1.5M | -25% | 16k | 96.39 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.5 | $1.5M | -37% | 23k | 65.06 |
|
| Johnson & Johnson (JNJ) | 0.5 | $1.4M | NEW | 9.2k | 156.73 |
|
| Home Depot (HD) | 0.5 | $1.4M | 4.1k | 346.54 |
|
|
| Dimensional Etf Trust Emerging Markets (DFSE) | 0.5 | $1.4M | +12% | 45k | 31.62 |
|
| Broadcom (AVGO) | 0.4 | $1.4M | -16% | 1.2k | 1116.24 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.4 | $1.3M | +41% | 20k | 66.49 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $1.3M | +3% | 13k | 104.40 |
|
| Visa Com Cl A (V) | 0.4 | $1.3M | -4% | 5.0k | 260.37 |
|
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) | 0.4 | $1.2M | -20% | 65k | 19.10 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $1.2M | +4% | 2.1k | 582.90 |
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| Wells Fargo & Company (WFC) | 0.4 | $1.2M | -2% | 24k | 49.22 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $1.2M | -2% | 2.7k | 426.49 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.4 | $1.1M | -38% | 34k | 34.01 |
|
| Chevron Corporation (CVX) | 0.4 | $1.1M | -8% | 7.7k | 149.15 |
|
| Thermo Fisher Scientific (TMO) | 0.4 | $1.1M | +70% | 2.1k | 531.03 |
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| Procter & Gamble Company (PG) | 0.4 | $1.1M | -2% | 7.6k | 146.53 |
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| Merck & Co (MRK) | 0.3 | $1.1M | -11% | 9.9k | 109.80 |
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.3 | $1.1M | +10% | 42k | 25.66 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $1.0M | -22% | 1.8k | 596.62 |
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| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.3 | $1.0M | +134% | 26k | 40.68 |
|
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) | 0.3 | $1.0M | +13% | 22k | 47.39 |
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.3 | $1.0M | -32% | 14k | 75.67 |
|
| Novo-nordisk A S Adr (NVO) | 0.3 | $1.0M | 9.8k | 103.46 |
|
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| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $1.0M | +156% | 19k | 53.82 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.3 | $999k | +10% | 35k | 28.88 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $991k | -4% | 2.4k | 409.73 |
|
| Cisco Systems (CSCO) | 0.3 | $985k | +8% | 20k | 50.52 |
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.3 | $973k | -32% | 13k | 73.38 |
|
| Honeywell International (HON) | 0.3 | $958k | +5% | 4.6k | 209.72 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $926k | +3% | 1.4k | 675.07 |
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| Peakstone Realty Trust Common Shares (PKST) | 0.3 | $869k | -5% | 43k | 20.15 |
|
| Qualcomm (QCOM) | 0.3 | $862k | +5% | 6.0k | 144.64 |
|
| J P Morgan Exchange Traded F Us Value Factr (JVAL) | 0.3 | $858k | +154% | 22k | 38.58 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $843k | +98% | 2.8k | 303.19 |
|
| Wal-Mart Stores (WMT) | 0.3 | $838k | +2% | 5.3k | 158.21 |
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| Abbvie (ABBV) | 0.3 | $836k | 5.4k | 154.96 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $825k | -9% | 1.7k | 477.22 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.3 | $802k | -22% | 35k | 22.74 |
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| Us Bancorp Del Com New (USB) | 0.3 | $799k | +2% | 18k | 43.77 |
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| Netflix (NFLX) | 0.3 | $798k | -10% | 1.6k | 486.91 |
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| Caterpillar (CAT) | 0.2 | $769k | +3% | 2.6k | 295.66 |
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| Pepsi (PEP) | 0.2 | $767k | 4.5k | 170.76 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.2 | $755k | -21% | 15k | 50.48 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.2 | $751k | -32% | 14k | 54.29 |
|
| Valero Energy Corporation (VLO) | 0.2 | $745k | 5.7k | 129.99 |
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| Abbott Laboratories (ABT) | 0.2 | $739k | 6.7k | 110.06 |
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| Vanguard World Extended Dur (EDV) | 0.2 | $736k | -14% | 9.1k | 81.03 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $727k | -4% | 11k | 68.80 |
|
| Deere & Company (DE) | 0.2 | $724k | +183% | 1.8k | 401.37 |
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| Sunrun (RUN) | 0.2 | $699k | -35% | 36k | 19.63 |
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| salesforce (CRM) | 0.2 | $698k | 2.7k | 263.11 |
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| Bank of America Corporation (BAC) | 0.2 | $693k | +17% | 21k | 33.67 |
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| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.2 | $676k | +20% | 16k | 41.99 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.2 | $660k | -23% | 27k | 24.11 |
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| Union Pacific Corporation (UNP) | 0.2 | $646k | -6% | 2.6k | 245.66 |
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| Hess (HES) | 0.2 | $641k | 4.4k | 144.17 |
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| Advanced Micro Devices (AMD) | 0.2 | $639k | +39% | 4.3k | 147.42 |
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| Oracle Corporation (ORCL) | 0.2 | $636k | -5% | 6.0k | 105.42 |
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| Walt Disney Company (DIS) | 0.2 | $633k | +18% | 7.0k | 90.61 |
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| Applied Materials (AMAT) | 0.2 | $629k | 3.9k | 162.06 |
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| Global X Fds Us Pfd Etf (PFFD) | 0.2 | $619k | -24% | 32k | 19.51 |
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| Pfizer (PFE) | 0.2 | $616k | -12% | 21k | 28.79 |
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| Pioneer Natural Resources (PXD) | 0.2 | $599k | +3% | 2.7k | 224.85 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.2 | $597k | NEW | 14k | 42.40 |
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| Centene Corporation (CNC) | 0.2 | $593k | 8.0k | 74.21 |
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| McDonald's Corporation (MCD) | 0.2 | $587k | +3% | 2.0k | 296.44 |
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| Dimensional Etf Trust Inflation Prote (DFIP) | 0.2 | $585k | -19% | 14k | 41.28 |
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| Servicenow (NOW) | 0.2 | $584k | NEW | 827.00 | 706.49 |
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| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.2 | $579k | 2.2k | 262.57 |
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| Coca-Cola Company (KO) | 0.2 | $578k | -5% | 9.8k | 58.93 |
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| United Parcel Service CL B (UPS) | 0.2 | $550k | +6% | 3.5k | 157.22 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $544k | -78% | 5.4k | 100.29 |
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| Marriott Intl Cl A (MAR) | 0.2 | $537k | +2% | 2.4k | 225.49 |
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| Dimensional Etf Trust Short Duration F (DFSD) | 0.2 | $532k | 11k | 47.01 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $511k | +6% | 6.1k | 84.14 |
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| Diageo Spon Adr New (DEO) | 0.2 | $510k | NEW | 3.5k | 145.67 |
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| BlackRock (BLK) | 0.2 | $501k | NEW | 617.00 | 811.64 |
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| Lattice Semiconductor (LSCC) | 0.2 | $495k | NEW | 7.2k | 68.99 |
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| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.2 | $488k | -33% | 19k | 25.57 |
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| International Flavors & Fragrances (IFF) | 0.2 | $484k | 5.9k | 81.79 |
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| Shell Spon Ads (SHEL) | 0.2 | $484k | 7.3k | 65.80 |
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| Spdr Ser Tr Msci Usa Strtgic (QUS) | 0.2 | $474k | 3.6k | 132.12 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $474k | +31% | 6.1k | 77.39 |
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| Wisdomtree Tr Emerging Markets (NTSE) | 0.2 | $469k | -10% | 17k | 28.32 |
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| Phillips 66 (PSX) | 0.1 | $465k | +2% | 3.5k | 133.15 |
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| Fair Isaac Corporation (FICO) | 0.1 | $464k | +7% | 399.00 | 1164.01 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $461k | +5% | 7.7k | 59.89 |
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| Boeing Company (BA) | 0.1 | $457k | +5% | 1.8k | 260.67 |
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| Cigna Corp (CI) | 0.1 | $456k | 1.5k | 299.36 |
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| Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) | 0.1 | $454k | 6.2k | 73.73 |
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| McKesson Corporation (MCK) | 0.1 | $441k | +4% | 952.00 | 463.63 |
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| Lowe's Companies (LOW) | 0.1 | $441k | 2.0k | 222.53 |
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| S&p Global (SPGI) | 0.1 | $440k | +4% | 998.00 | 440.33 |
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| Coinbase Global Com Cl A (COIN) | 0.1 | $437k | -66% | 2.5k | 173.92 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $436k | +4% | 1.1k | 406.72 |
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| General Dynamics Corporation (GD) | 0.1 | $435k | 1.7k | 259.69 |
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| Intuit (INTU) | 0.1 | $434k | +3% | 695.00 | 624.93 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $434k | NEW | 3.5k | 122.75 |
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| Encana Corporation (OVV) | 0.1 | $426k | 9.7k | 43.92 |
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| Bristol Myers Squibb (BMY) | 0.1 | $423k | 8.2k | 51.31 |
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| Invesco Exchange Traded Fd T Intl Divi Achi (PID) | 0.1 | $420k | 23k | 18.46 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $419k | +2% | 9.8k | 42.57 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $417k | -5% | 1.2k | 337.39 |
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| Shockwave Med (SWAV) | 0.1 | $416k | NEW | 2.2k | 190.56 |
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| Verizon Communications (VZ) | 0.1 | $415k | +10% | 11k | 37.70 |
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| Wisdomtree Tr Glb Us Qtly Div (DNL) | 0.1 | $414k | 11k | 36.99 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $411k | +4% | 1.8k | 224.85 |
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| At&t (T) | 0.1 | $406k | NEW | 24k | 16.78 |
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| Vanguard Wellington Us Momentum (VFMO) | 0.1 | $404k | NEW | 3.1k | 131.30 |
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| Anthem (ELV) | 0.1 | $399k | +9% | 847.00 | 471.29 |
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| Canadian Natural Resources (CNQ) | 0.1 | $397k | 6.0k | 66.25 |
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| Nike CL B (NKE) | 0.1 | $396k | +29% | 3.6k | 108.95 |
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| TJX Companies (TJX) | 0.1 | $394k | 4.2k | 93.81 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $393k | +3% | 5.4k | 72.85 |
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| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $392k | -23% | 12k | 32.83 |
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| Illinois Tool Works (ITW) | 0.1 | $391k | +3% | 1.5k | 263.25 |
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| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $377k | -38% | 4.5k | 83.31 |
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| Automatic Data Processing (ADP) | 0.1 | $373k | -2% | 1.6k | 234.42 |
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| First Tr Exchange-traded Intl Dev Strngth (FICS) | 0.1 | $369k | +7% | 11k | 33.75 |
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| Unilever Spon Adr New (UL) | 0.1 | $368k | -23% | 7.6k | 48.48 |
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| Micron Technology (MU) | 0.1 | $365k | +8% | 4.3k | 85.46 |
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| Eaton Corp SHS (ETN) | 0.1 | $364k | +3% | 1.5k | 240.85 |
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| Ishares Msci Equal Weite (EUSA) | 0.1 | $361k | 4.3k | 84.44 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $361k | NEW | 2.5k | 147.26 |
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| Toyota Motor Corp Ads (TM) | 0.1 | $358k | +5% | 2.0k | 183.35 |
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| Sofi Technologies (SOFI) | 0.1 | $357k | 36k | 9.95 |
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| Amphenol Corp Cl A (APH) | 0.1 | $355k | +3% | 3.6k | 99.35 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $349k | NEW | 5.4k | 64.62 |
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| O'reilly Automotive (ORLY) | 0.1 | $349k | +4% | 367.00 | 950.08 |
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| Danaher Corporation (DHR) | 0.1 | $344k | +3% | 1.5k | 231.51 |
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| Sap Se Spon Adr (SAP) | 0.1 | $342k | +7% | 2.2k | 154.57 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $341k | -85% | 8.5k | 40.21 |
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| General Electric Com New (GE) | 0.1 | $341k | -19% | 2.7k | 127.72 |
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| Waste Management (WM) | 0.1 | $341k | 1.9k | 179.12 |
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| J.B. Hunt Transport Services (JBHT) | 0.1 | $339k | +3% | 1.7k | 199.76 |
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| Gildan Activewear Inc Com Cad (GIL) | 0.1 | $337k | NEW | 10k | 33.06 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $335k | +10% | 442.00 | 757.31 |
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| American Express Company (AXP) | 0.1 | $334k | +7% | 1.8k | 187.35 |
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| Arista Networks (ANET) | 0.1 | $330k | +6% | 1.4k | 235.52 |
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| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 0.1 | $328k | -13% | 6.9k | 47.93 |
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| Equinix (EQIX) | 0.1 | $328k | +7% | 407.00 | 804.63 |
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| Paypal Holdings (PYPL) | 0.1 | $326k | +17% | 5.3k | 61.41 |
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| CVS Caremark Corporation (CVS) | 0.1 | $325k | NEW | 4.1k | 78.97 |
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| Cme (CME) | 0.1 | $324k | +4% | 1.5k | 215.83 |
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| Travelers Companies (TRV) | 0.1 | $320k | NEW | 1.7k | 190.45 |
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| Booking Holdings (BKNG) | 0.1 | $319k | -6% | 90.00 | 3547.22 |
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| Ubs Group SHS (UBS) | 0.1 | $318k | +4% | 10k | 30.90 |
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| Progressive Corporation (PGR) | 0.1 | $317k | +5% | 2.0k | 159.25 |
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| Goldman Sachs (GS) | 0.1 | $316k | +14% | 819.00 | 385.97 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $316k | +5% | 778.00 | 405.55 |
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| Ameriprise Financial (AMP) | 0.1 | $314k | +4% | 825.00 | 380.04 |
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| Philip Morris International (PM) | 0.1 | $308k | -37% | 3.2k | 95.39 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $307k | 633.00 | 484.27 |
|
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| CSX Corporation (CSX) | 0.1 | $305k | 8.8k | 34.67 |
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| Enbridge (ENB) | 0.1 | $300k | -30% | 8.3k | 36.02 |
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| Blackrock Muniyield Insured Fund (MYI) | 0.1 | $295k | +9% | 25k | 11.64 |
|
| Zoetis Cl A (ZTS) | 0.1 | $295k | -2% | 1.5k | 197.34 |
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| Kla Corp Com New (KLAC) | 0.1 | $295k | +4% | 507.00 | 581.24 |
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| Nextera Energy (NEE) | 0.1 | $293k | NEW | 4.8k | 60.74 |
|
| Uber Technologies (UBER) | 0.1 | $289k | +3% | 4.7k | 61.57 |
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| Synopsys (SNPS) | 0.1 | $287k | +2% | 558.00 | 514.93 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $286k | 2.7k | 105.22 |
|
|
| Fastenal Company (FAST) | 0.1 | $280k | +6% | 4.3k | 64.77 |
|
| Global X Fds Emerging Mkt Grt (EMC) | 0.1 | $279k | -36% | 11k | 25.63 |
|
| Raymond James Financial (RJF) | 0.1 | $276k | +6% | 2.5k | 111.96 |
|
| Starbucks Corporation (SBUX) | 0.1 | $274k | -2% | 2.9k | 96.02 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $273k | +4% | 311.00 | 878.29 |
|
| MetLife (MET) | 0.1 | $272k | +2% | 4.1k | 66.12 |
|
| Paccar (PCAR) | 0.1 | $270k | +6% | 2.7k | 100.84 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $269k | NEW | 1.4k | 191.17 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $263k | +4% | 3.9k | 67.35 |
|
| Analog Devices (ADI) | 0.1 | $263k | +9% | 1.3k | 198.56 |
|
| Franco-Nevada Corporation (FNV) | 0.1 | $262k | -28% | 2.4k | 110.81 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $261k | 4.4k | 59.32 |
|
|
| Gladstone Ld (LAND) | 0.1 | $261k | -36% | 18k | 14.45 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $261k | NEW | 566.00 | 460.44 |
|
| EOG Resources (EOG) | 0.1 | $260k | +2% | 2.1k | 120.97 |
|
| Chubb (CB) | 0.1 | $259k | +4% | 1.1k | 226.88 |
|
| Take-Two Interactive Software (TTWO) | 0.1 | $259k | +4% | 1.6k | 160.95 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $258k | 1.3k | 192.48 |
|
|
| Marsh & McLennan Companies (MMC) | 0.1 | $258k | +4% | 1.4k | 189.42 |
|
| Copart (CPRT) | 0.1 | $257k | 5.2k | 49.00 |
|
|
| Southern Company (SO) | 0.1 | $257k | +12% | 3.7k | 70.12 |
|
| General Mills (GIS) | 0.1 | $256k | NEW | 3.9k | 65.14 |
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $255k | +4% | 1.4k | 182.09 |
|
| Icici Bank Adr (IBN) | 0.1 | $254k | +5% | 11k | 23.84 |
|
| Cadence Design Systems (CDNS) | 0.1 | $253k | NEW | 930.00 | 272.37 |
|
| Rbc Cad (RY) | 0.1 | $253k | NEW | 2.5k | 101.12 |
|
| Cintas Corporation (CTAS) | 0.1 | $252k | NEW | 418.00 | 602.39 |
|
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $251k | +86% | 22k | 11.45 |
|
| Zions Bancorporation (ZION) | 0.1 | $250k | NEW | 5.7k | 43.87 |
|
| PG&E Corporation (PCG) | 0.1 | $249k | -6% | 14k | 18.04 |
|
| American Intl Group Com New (AIG) | 0.1 | $247k | NEW | 3.6k | 67.74 |
|
| Schlumberger Com Stk (SLB) | 0.1 | $247k | -3% | 4.7k | 52.21 |
|
| BlackRock MuniVest Fund (MVF) | 0.1 | $245k | -5% | 35k | 7.12 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $245k | -15% | 8.4k | 29.23 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $244k | -3% | 2.8k | 88.36 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $241k | +10% | 6.0k | 40.54 |
|
| Wisdomtree Tr Em Lcl Debt Fd (ELD) | 0.1 | $241k | -24% | 8.6k | 28.07 |
|
| Dupont De Nemours (DD) | 0.1 | $241k | NEW | 3.1k | 76.92 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $240k | NEW | 512.00 | 468.58 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $238k | -37% | 2.8k | 83.62 |
|
| Ferrari Nv Ord (RACE) | 0.1 | $237k | NEW | 700.00 | 338.54 |
|
| Williams Companies (WMB) | 0.1 | $237k | -42% | 6.8k | 34.83 |
|
| Nuveen Insd Dividend Advantage (NVG) | 0.1 | $236k | -27% | 20k | 11.82 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $234k | NEW | 745.00 | 313.99 |
|
| FactSet Research Systems (FDS) | 0.1 | $233k | +5% | 487.00 | 477.46 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $232k | -34% | 2.3k | 100.95 |
|
| Palo Alto Networks (PANW) | 0.1 | $231k | NEW | 783.00 | 294.89 |
|
| Infosys Sponsored Adr (INFY) | 0.1 | $227k | +6% | 12k | 18.38 |
|
| Capital One Financial (COF) | 0.1 | $225k | NEW | 1.7k | 131.13 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $224k | 2.4k | 95.20 |
|
|
| Humana (HUM) | 0.1 | $219k | -3% | 477.00 | 458.96 |
|
| Chunghwa Telecom Spon Adr New11 (CHT) | 0.1 | $218k | NEW | 5.6k | 39.07 |
|
| Rockwell Automation (ROK) | 0.1 | $218k | NEW | 700.00 | 310.66 |
|
| Church & Dwight (CHD) | 0.1 | $217k | +2% | 2.3k | 94.58 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $216k | 1.8k | 122.73 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $216k | NEW | 2.3k | 94.69 |
|
| Range Resources (RRC) | 0.1 | $215k | 7.0k | 30.44 |
|
|
| GSK Sponsored Adr (GSK) | 0.1 | $214k | -24% | 5.7k | 37.36 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.1 | $212k | NEW | 4.4k | 47.87 |
|
| Ecolab (ECL) | 0.1 | $211k | NEW | 1.1k | 198.86 |
|
| Becton, Dickinson and (BDX) | 0.1 | $211k | -2% | 863.00 | 243.87 |
|
| Target Corporation (TGT) | 0.1 | $210k | NEW | 1.5k | 142.40 |
|
| AutoZone (AZO) | 0.1 | $209k | NEW | 81.00 | 2585.60 |
|
| Suncor Energy (SU) | 0.1 | $209k | 6.5k | 32.04 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $208k | NEW | 6.7k | 31.01 |
|
| AFLAC Incorporated (AFL) | 0.1 | $206k | NEW | 2.5k | 82.49 |
|
| Vanguard World Fds Energy Etf (VDE) | 0.1 | $205k | 1.8k | 117.28 |
|
|
| Intercontinental Exchange (ICE) | 0.1 | $203k | NEW | 1.6k | 128.46 |
|
| Southern Copper Corporation (SCCO) | 0.1 | $202k | NEW | 2.3k | 86.06 |
|
| Ferguson SHS (FERG) | 0.1 | $201k | NEW | 1.0k | 193.89 |
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $194k | -38% | 18k | 11.00 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $185k | +7% | 19k | 9.68 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $183k | -38% | 14k | 12.74 |
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $175k | NEW | 10k | 17.11 |
|
| Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.1 | $161k | NEW | 14k | 11.82 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.1 | $161k | +2% | 17k | 9.41 |
|
| Ing Groep Sponsored Adr (ING) | 0.1 | $159k | NEW | 11k | 15.02 |
|
| Deutsche Bank A G Namen Akt (DB) | 0.0 | $150k | +6% | 11k | 13.55 |
|
| Mfs High Income Mun Tr Sh Ben Int (CXE) | 0.0 | $149k | +2% | 42k | 3.55 |
|
| Blackrock Muniyield Quality Fund II (MQT) | 0.0 | $148k | 14k | 10.35 |
|
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $142k | +18% | 17k | 8.46 |
|
| Ford Motor Company (F) | 0.0 | $141k | +2% | 12k | 12.19 |
|
| Blackrock Muniholdings Insured Fund II (MUE) | 0.0 | $133k | 13k | 10.02 |
|
|
| Macatawa Bank Corporation (MCBC) | 0.0 | $133k | NEW | 12k | 11.28 |
|
| Blackrock Muni Intermediate Drtn Fnd (MUI) | 0.0 | $131k | NEW | 11k | 11.64 |
|
| Nuveen Floating Rate Income Fund (JFR) | 0.0 | $128k | +2% | 16k | 8.22 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $126k | -11% | 11k | 11.38 |
|
| Western Asset Managed Municipals Fnd (MMU) | 0.0 | $124k | NEW | 12k | 10.17 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $113k | +4% | 20k | 5.57 |
|
| Mfs High Yield Mun Tr Sh Ben Int (CMU) | 0.0 | $113k | -13% | 34k | 3.31 |
|
| Mfs Mun Income Tr Sh Ben Int (MFM) | 0.0 | $112k | +16% | 22k | 5.17 |
|
| Sirius Xm Holdings (SIRI) | 0.0 | $105k | +24% | 19k | 5.47 |
|
| Invesco Advantage Mun Income Sh Ben Int (VKI) | 0.0 | $105k | -24% | 12k | 8.45 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $95k | +8% | 40k | 2.39 |
|
| Enel Chile Sponsored Adr (ENIC) | 0.0 | $89k | +6% | 27k | 3.24 |
|
| Icl Group SHS (ICL) | 0.0 | $89k | +23% | 18k | 5.01 |
|
| Korea Elec Pwr Corp Sponsored Adr (KEP) | 0.0 | $85k | NEW | 12k | 7.25 |
|
| Owlet Cl A New (OWLT) | 0.0 | $79k | +5% | 15k | 5.28 |
|
| Lg Display Spons Adr Rep (LPL) | 0.0 | $65k | NEW | 13k | 4.82 |
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $60k | +4% | 13k | 4.51 |
|
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.0 | $58k | +9% | 16k | 3.54 |
|
| Lumen Technologies (LUMN) | 0.0 | $19k | -51% | 11k | 1.83 |
|
| Society Pass (SOPA) | 0.0 | $14k | 45k | 0.30 |
|
Past Filings by Drive Wealth Management
SEC 13F filings are viewable for Drive Wealth Management going back to 2021
- 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