Drive Wealth Management
Latest statistics and disclosures from Drive Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEA, IVV, BBUS, NVDA, AAPL, and represent 22.06% of Drive Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: BBUS, EVTR, BRK.B, VEA, IJR, CDX, GSIE, NVDA, GSID, SNDK.
- Started 38 new stock positions in AEM, ALNY, OXY, SNDK, CSAN, STNG, PFE, SSRM, DOV, LNTH.
- Reduced shares in these 10 stocks: APP (-$9.0M), MSTR, CLOA, JPLD, CVNA, PCT, CGMS, EFV, TFLO, GOOG.
- Sold out of its positions in ADT, ANF, ELV, ASPN, AstraZeneca, TEAM, BDX, BRBR, BSX, BOW.
- Drive Wealth Management was a net seller of stock by $-20M.
- Drive Wealth Management has $474M in assets under management (AUM), dropping by -7.51%.
- Central Index Key (CIK): 0001952781
Tip: Access up to 7 years of quarterly data
Positions held by Drive Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Drive Wealth Management
Drive Wealth Management holds 376 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 5.6 | $27M | +2% | 416k | 64.08 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 5.5 | $26M | -2% | 40k | 653.21 |
|
| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 4.2 | $20M | +15% | 169k | 117.18 |
|
| NVIDIA Corporation (NVDA) | 3.6 | $17M | +2% | 98k | 174.41 |
|
| Apple (AAPL) | 3.2 | $15M | 59k | 253.80 |
|
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.9 | $14M | 252k | 54.05 |
|
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| Microsoft Corporation (MSFT) | 2.3 | $11M | +3% | 30k | 370.21 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 2.2 | $10M | +3% | 36k | 287.18 |
|
| Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) | 2.0 | $9.3M | -17% | 180k | 51.84 |
|
| Amazon (AMZN) | 1.8 | $8.5M | 41k | 208.25 |
|
|
| Simplify Exchange Traded Fun High Yield Etf (CDX) | 1.8 | $8.5M | +6% | 397k | 21.34 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.7 | $7.9M | +7% | 63k | 124.31 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $7.6M | 27k | 287.54 |
|
|
| J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) | 1.5 | $7.0M | -17% | 135k | 52.19 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $6.5M | +13% | 14k | 479.19 |
|
| Meta Platforms Cl A (META) | 1.2 | $5.8M | +4% | 10k | 572.23 |
|
| Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) | 1.2 | $5.7M | +30% | 111k | 50.96 |
|
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 1.1 | $5.3M | -16% | 195k | 27.23 |
|
| Exxon Mobil Corporation (XOM) | 1.1 | $5.2M | -4% | 31k | 169.66 |
|
| Ishares Tr Eafe Value Etf (EFV) | 1.1 | $5.1M | -15% | 69k | 74.35 |
|
| Broadcom (AVGO) | 1.1 | $5.0M | -4% | 16k | 309.55 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $4.8M | -11% | 17k | 286.80 |
|
| Tesla Motors (TSLA) | 1.0 | $4.7M | -2% | 13k | 371.71 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.9 | $4.3M | +12% | 99k | 43.13 |
|
| Goldman Sachs Etf Tr Marketbeta Intl (GSID) | 0.8 | $3.9M | +12% | 55k | 69.89 |
|
| Caterpillar (CAT) | 0.8 | $3.8M | -9% | 5.4k | 708.44 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $3.8M | 12k | 320.76 |
|
|
| Wal-Mart Stores (WMT) | 0.8 | $3.6M | -4% | 29k | 124.53 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.7 | $3.5M | -18% | 70k | 50.63 |
|
| Dimensional Etf Trust Emerging Markets (DFSE) | 0.7 | $3.2M | +12% | 74k | 42.37 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.6 | $3.1M | -14% | 126k | 24.24 |
|
| Spdr Series Trust State Street Spd (SJNK) | 0.6 | $3.0M | -17% | 120k | 24.98 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $2.8M | -3% | 9.4k | 293.98 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $2.7M | +6% | 3.0k | 924.55 |
|
| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.5 | $2.5M | +10% | 36k | 69.90 |
|
| Ssga Active Etf Tr State Street Bla (SRLN) | 0.5 | $2.4M | -17% | 60k | 40.14 |
|
| Blackrock Etf Trust Ishares Us Larg (BALI) | 0.5 | $2.4M | +20% | 78k | 30.81 |
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.5 | $2.4M | +13% | 73k | 32.22 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.5 | $2.4M | +18% | 42k | 55.52 |
|
| Visa Com Cl A (V) | 0.5 | $2.3M | -6% | 7.7k | 302.20 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $2.3M | -16% | 3.8k | 597.69 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $2.3M | +10% | 2.3k | 996.33 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.5 | $2.2M | -17% | 49k | 46.07 |
|
| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 0.5 | $2.2M | +10% | 83k | 26.91 |
|
| Nutex Health (NUTX) | 0.5 | $2.2M | 23k | 95.04 |
|
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.5 | $2.2M | +11% | 55k | 40.10 |
|
| Chevron Corporation (CVX) | 0.4 | $2.0M | -9% | 9.6k | 206.89 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.4 | $2.0M | +6% | 28k | 70.18 |
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.4 | $2.0M | -15% | 51k | 38.26 |
|
| Wells Fargo & Company (WFC) | 0.4 | $1.8M | +2% | 23k | 79.61 |
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| Micron Technology (MU) | 0.4 | $1.8M | +4% | 5.3k | 337.99 |
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| Pacer Fds Tr Us Small Cap Cas (CALF) | 0.4 | $1.7M | -17% | 37k | 44.87 |
|
| Blackrock (BLK) | 0.3 | $1.6M | -8% | 1.7k | 961.87 |
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| Deere & Company (DE) | 0.3 | $1.6M | -12% | 2.8k | 564.94 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.3 | $1.5M | -14% | 64k | 24.24 |
|
| McDonald's Corporation (MCD) | 0.3 | $1.5M | -7% | 4.8k | 310.81 |
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| Newmont Mining Corporation (NEM) | 0.3 | $1.5M | 14k | 108.26 |
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| Abbvie (ABBV) | 0.3 | $1.5M | +2% | 6.8k | 217.49 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $1.5M | -12% | 4.4k | 339.30 |
|
| Advanced Micro Devices (AMD) | 0.3 | $1.5M | +22% | 7.2k | 203.43 |
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| Netflix (NFLX) | 0.3 | $1.4M | 15k | 96.15 |
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| Coca-Cola Company (KO) | 0.3 | $1.4M | 19k | 76.52 |
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| Cisco Systems (CSCO) | 0.3 | $1.4M | +3% | 18k | 77.61 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.3 | $1.4M | +3% | 26k | 52.78 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.3 | $1.4M | -18% | 60k | 22.92 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.3 | $1.3M | -13% | 61k | 21.89 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.3 | $1.3M | -15% | 63k | 20.93 |
|
| Abbott Laboratories (ABT) | 0.3 | $1.3M | -14% | 13k | 102.67 |
|
| Union Pacific Corporation (UNP) | 0.3 | $1.3M | -11% | 5.4k | 242.59 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $1.3M | +10% | 15k | 88.16 |
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| Bluerock Pvt Real Estate (BPRE) | 0.3 | $1.3M | -2% | 78k | 16.61 |
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.3 | $1.3M | +15% | 27k | 48.15 |
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $1.3M | +4% | 8.7k | 146.28 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $1.3M | -9% | 2.5k | 500.36 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.3 | $1.3M | -13% | 55k | 23.26 |
|
| Johnson & Johnson (JNJ) | 0.3 | $1.3M | +25% | 5.2k | 243.99 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.3 | $1.2M | -13% | 49k | 25.33 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $1.2M | -13% | 3.0k | 390.43 |
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| Applied Materials (AMAT) | 0.2 | $1.1M | +4% | 3.4k | 341.79 |
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| Philip Morris International (PM) | 0.2 | $1.1M | +9% | 6.9k | 166.60 |
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| Triple Flag Precious Metals (TFPM) | 0.2 | $1.1M | 32k | 34.71 |
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| Ge Aerospace Com New (GE) | 0.2 | $1.1M | 3.9k | 284.10 |
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| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.2 | $1.1M | +26% | 38k | 28.71 |
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| Merck & Co (MRK) | 0.2 | $1.1M | +13% | 9.0k | 121.20 |
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| Oracle Corporation (ORCL) | 0.2 | $1.1M | 7.4k | 146.74 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.0M | -2% | 5.4k | 193.06 |
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| Textron (TXT) | 0.2 | $1.0M | -14% | 11k | 87.58 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $992k | +5% | 4.6k | 213.84 |
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| Haleon Spon Ads (HLN) | 0.2 | $987k | 99k | 10.02 |
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| Procter & Gamble Company (PG) | 0.2 | $937k | +5% | 6.5k | 144.44 |
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| Bank of America Corporation (BAC) | 0.2 | $931k | -19% | 19k | 48.75 |
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| TJX Companies (TJX) | 0.2 | $927k | 5.8k | 159.71 |
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| Amphenol Corp Cl A (APH) | 0.2 | $927k | -8% | 7.3k | 126.81 |
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| Wisdomtree Tr Emerging Markets (NTSE) | 0.2 | $926k | +13% | 23k | 39.75 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.2 | $923k | -3% | 9.4k | 97.91 |
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| Kenvue (KVUE) | 0.2 | $915k | -6% | 53k | 17.24 |
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| Home Depot (HD) | 0.2 | $913k | 2.8k | 331.71 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.2 | $909k | -13% | 15k | 61.32 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.2 | $893k | +11% | 21k | 42.56 |
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| Keysight Technologies (KEYS) | 0.2 | $890k | -22% | 3.2k | 282.37 |
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| Arista Networks Com Shs (ANET) | 0.2 | $878k | -5% | 7.2k | 122.79 |
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| salesforce (CRM) | 0.2 | $872k | 4.7k | 186.66 |
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| Invesco Exchange Traded Fd T Intl Divi Achi (PID) | 0.2 | $870k | +13% | 39k | 22.25 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.2 | $867k | 18k | 48.46 |
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| Kla Corp Com New (KLAC) | 0.2 | $864k | 587.00 | 1472.38 |
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| Ge Vernova (GEV) | 0.2 | $862k | +12% | 986.00 | 873.83 |
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| Waste Management (WM) | 0.2 | $845k | -4% | 3.7k | 229.79 |
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| At&t (T) | 0.2 | $843k | 29k | 29.00 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $840k | 1.2k | 682.42 |
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| Anglogold Ashanti Com Shs (AU) | 0.2 | $837k | 8.6k | 97.36 |
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| Wisdomtree Tr Global Ex Us Qua (DNL) | 0.2 | $813k | +13% | 20k | 40.37 |
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| First Tr Exchange Traded Intl Dev Strngth (FICS) | 0.2 | $802k | +14% | 21k | 39.04 |
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| Chubb (CB) | 0.2 | $792k | 2.4k | 326.63 |
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| SYSCO Corporation (SYY) | 0.2 | $789k | -17% | 11k | 71.33 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $787k | 9.3k | 84.38 |
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| Goldman Sachs (GS) | 0.2 | $785k | -8% | 928.00 | 845.98 |
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| Marriott Intl Cl A (MAR) | 0.2 | $783k | 2.4k | 327.19 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.2 | $781k | +10% | 7.8k | 99.87 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $755k | +2% | 1.7k | 446.54 |
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| Sunrun (RUN) | 0.2 | $749k | +13% | 55k | 13.56 |
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| Hca Holdings (HCA) | 0.2 | $731k | -19% | 1.5k | 473.33 |
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| Phillips 66 (PSX) | 0.2 | $730k | -24% | 4.0k | 182.14 |
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| General Dynamics Corporation (GD) | 0.2 | $721k | 2.1k | 338.54 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $681k | 2.8k | 243.09 |
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| Booking Holdings (BKNG) | 0.1 | $671k | -12% | 159.00 | 4221.71 |
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| McKesson Corporation (MCK) | 0.1 | $671k | 767.00 | 875.08 |
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| Bristol Myers Squibb (BMY) | 0.1 | $666k | 11k | 60.64 |
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| ConocoPhillips (COP) | 0.1 | $660k | -15% | 5.0k | 132.04 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $655k | -9% | 23k | 28.71 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.1 | $655k | 17k | 39.68 |
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| Shell Spon Ads (SHEL) | 0.1 | $649k | 7.0k | 93.04 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $627k | +75% | 11k | 59.03 |
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| Gilead Sciences (GILD) | 0.1 | $618k | 4.4k | 139.37 |
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| Intel Corporation (INTC) | 0.1 | $614k | +14% | 14k | 44.13 |
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| Equinix (EQIX) | 0.1 | $603k | +15% | 615.00 | 980.62 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $599k | +22% | 12k | 49.99 |
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| Intuit (INTU) | 0.1 | $591k | -13% | 1.4k | 432.47 |
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| Travelers Companies (TRV) | 0.1 | $588k | +13% | 2.0k | 291.67 |
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| Rbc Cad (RY) | 0.1 | $587k | 3.6k | 161.77 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.1 | $582k | -7% | 10k | 56.58 |
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| International Business Machines (IBM) | 0.1 | $578k | +4% | 2.4k | 242.38 |
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| Amgen (AMGN) | 0.1 | $563k | +15% | 1.6k | 347.66 |
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| Eaton Corp SHS (ETN) | 0.1 | $558k | +18% | 1.6k | 357.67 |
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| Nextera Energy (NEE) | 0.1 | $553k | +3% | 5.9k | 93.30 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $552k | +3% | 403.00 | 1369.33 |
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| Verizon Communications (VZ) | 0.1 | $546k | +3% | 11k | 50.20 |
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| Honeywell International (HON) | 0.1 | $545k | +35% | 2.4k | 226.00 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $537k | +5% | 888.00 | 604.45 |
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| Ameriprise Financial (AMP) | 0.1 | $524k | -4% | 1.2k | 444.33 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $515k | -3% | 1.1k | 460.99 |
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| Elbit Sys Ord (ESLT) | 0.1 | $515k | -10% | 606.00 | 849.17 |
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| Cme (CME) | 0.1 | $512k | +3% | 1.7k | 295.62 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $508k | 8.6k | 58.73 |
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| Cigna Corp (CI) | 0.1 | $507k | +29% | 1.9k | 266.75 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $504k | -6% | 4.2k | 118.63 |
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| Southern Company (SO) | 0.1 | $501k | 5.2k | 96.56 |
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| PG&E Corporation (PCG) | 0.1 | $500k | +2% | 28k | 17.62 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $500k | -9% | 558.00 | 895.20 |
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| Progressive Corporation (PGR) | 0.1 | $497k | -21% | 2.5k | 198.25 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $496k | -12% | 859.00 | 577.16 |
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| Comfort Systems USA (FIX) | 0.1 | $492k | 357.00 | 1379.00 |
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| PNC Financial Services (PNC) | 0.1 | $489k | 2.4k | 208.11 |
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| Invesco Actively Managed Exc Total Return (GTO) | 0.1 | $482k | -16% | 10k | 46.83 |
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| Ishares Em Mkts Div Etf (DVYE) | 0.1 | $482k | +10% | 14k | 34.38 |
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| Dimensional Etf Trust Emerging Mkts Va (DFEV) | 0.1 | $476k | +12% | 13k | 35.78 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $472k | -21% | 2.5k | 191.82 |
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| Totalenergies Se Act (TTE) | 0.1 | $472k | -13% | 5.2k | 90.97 |
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| Pepsi (PEP) | 0.1 | $470k | -22% | 3.0k | 154.91 |
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| Colgate-Palmolive Company (CL) | 0.1 | $469k | 5.5k | 85.23 |
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| Consolidated Edison (ED) | 0.1 | $467k | +2% | 4.1k | 113.20 |
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| Citigroup Com New (C) | 0.1 | $464k | +2% | 4.1k | 113.41 |
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| Toll Brothers (TOL) | 0.1 | $463k | -18% | 3.4k | 136.47 |
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| UnitedHealth (UNH) | 0.1 | $462k | -27% | 1.7k | 269.85 |
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| Western Digital (WDC) | 0.1 | $460k | +9% | 1.7k | 270.56 |
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| Boeing Company (BA) | 0.1 | $454k | +35% | 2.3k | 199.03 |
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| Servicenow (NOW) | 0.1 | $453k | -8% | 4.3k | 105.08 |
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| Ubs Group SHS (UBS) | 0.1 | $451k | -8% | 12k | 39.07 |
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| Barrick Mng Corp Com Shs (B) | 0.1 | $451k | -5% | 11k | 40.79 |
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| FedEx Corporation (FDX) | 0.1 | $447k | +2% | 1.3k | 357.45 |
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| Enbridge (ENB) | 0.1 | $446k | 8.3k | 53.91 |
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| American Express Company (AXP) | 0.1 | $446k | 1.5k | 302.50 |
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| Uber Technologies (UBER) | 0.1 | $442k | +18% | 6.1k | 71.93 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $442k | +3% | 3.4k | 130.69 |
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| Sandisk Corp (SNDK) | 0.1 | $433k | NEW | 681.00 | 635.35 |
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| Marsh & McLennan Companies | 0.1 | $432k | +65% | 2.5k | 173.47 |
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| Glacier Ban (GBCI) | 0.1 | $432k | 9.7k | 44.67 |
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| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.1 | $430k | -10% | 22k | 19.75 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $426k | -95% | 1.1k | 398.00 |
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| Marvell Technology (MRVL) | 0.1 | $425k | +11% | 4.3k | 99.06 |
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| Fastenal Company (FAST) | 0.1 | $424k | 9.1k | 46.41 |
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| Lowe's Companies (LOW) | 0.1 | $424k | 1.8k | 236.63 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $423k | 1.4k | 304.10 |
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| Sharkninja Com Shs (SN) | 0.1 | $416k | 3.9k | 105.88 |
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| Analog Devices (ADI) | 0.1 | $409k | +3% | 1.3k | 320.26 |
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| O'reilly Automotive (ORLY) | 0.1 | $407k | 4.4k | 92.30 |
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| Motorola Solutions Com New (MSI) | 0.1 | $406k | +18% | 932.00 | 435.04 |
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| Technipfmc (FTI) | 0.1 | $405k | 5.8k | 69.18 |
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| Southern Copper Corporation (SCCO) | 0.1 | $401k | -7% | 2.3k | 172.05 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $391k | -6% | 1.6k | 250.62 |
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| Qualcomm (QCOM) | 0.1 | $390k | -3% | 3.0k | 128.23 |
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| American Electric Power Company (AEP) | 0.1 | $388k | 3.0k | 131.07 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $385k | 2.5k | 154.05 |
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| Kkr & Co (KKR) | 0.1 | $385k | +74% | 4.2k | 92.59 |
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| Astrazeneca Ord (AZN) | 0.1 | $375k | NEW | 1.8k | 205.17 |
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| Edison International (EIX) | 0.1 | $375k | +9% | 5.1k | 73.21 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $373k | -3% | 876.00 | 426.28 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $373k | -5% | 867.00 | 430.29 |
|
| Ameren Corporation (AEE) | 0.1 | $368k | -4% | 3.4k | 109.97 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $368k | -3% | 2.2k | 167.25 |
|
| Deutsche Bk Namen Akt (DB) | 0.1 | $367k | -22% | 12k | 29.78 |
|
| Ross Stores (ROST) | 0.1 | $364k | 1.7k | 216.60 |
|
|
| Valero Energy Corporation (VLO) | 0.1 | $364k | 1.5k | 247.09 |
|
|
| General Motors Company (GM) | 0.1 | $362k | +8% | 4.9k | 74.53 |
|
| Corteva (CTVA) | 0.1 | $359k | 4.3k | 83.71 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.1 | $359k | -5% | 6.0k | 59.43 |
|
| Palo Alto Networks (PANW) | 0.1 | $359k | -20% | 2.3k | 158.98 |
|
| Chunghwa Telecom Spon Adr New11 (CHT) | 0.1 | $355k | +12% | 8.4k | 42.24 |
|
| Natixis Etf Trust Ii Natixis Loomis (LSGR) | 0.1 | $353k | +4% | 9.0k | 39.39 |
|
| Toyota Motor Corp Ads (TM) | 0.1 | $353k | +5% | 1.7k | 206.10 |
|
| Take-Two Interactive Software (TTWO) | 0.1 | $353k | -9% | 1.8k | 197.50 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $352k | -44% | 12k | 30.68 |
|
| Walt Disney Company (DIS) | 0.1 | $350k | -10% | 3.6k | 96.38 |
|
| Raymond James Financial (RJF) | 0.1 | $348k | 2.4k | 145.00 |
|
|
| Drdgold Spon Adr Repstg (DRD) | 0.1 | $346k | 12k | 29.33 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) | 0.1 | $345k | 8.6k | 39.94 |
|
|
| Kb Finl Group Sponsored Adr (KB) | 0.1 | $344k | 3.4k | 99.75 |
|
|
| Fair Isaac Corporation (FICO) | 0.1 | $342k | -25% | 320.00 | 1068.00 |
|
| Stifel Financial (SF) | 0.1 | $336k | +48% | 4.5k | 73.90 |
|
| Us Bancorp Com New (USB) | 0.1 | $335k | 6.4k | 52.50 |
|
|
| Tsakos Energy Navigation SHS (TEN) | 0.1 | $334k | NEW | 8.5k | 39.46 |
|
| Yum China Holdings (YUMC) | 0.1 | $333k | +3% | 6.8k | 48.81 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $332k | -6% | 4.7k | 70.92 |
|
| Woori Finl Group Sponsored Ads (WF) | 0.1 | $331k | 5.0k | 66.61 |
|
|
| Verisign (VRSN) | 0.1 | $331k | -18% | 1.3k | 248.36 |
|
| Nexstar Media Group Common Stock (NXST) | 0.1 | $330k | 1.8k | 180.88 |
|
|
| Kinder Morgan (KMI) | 0.1 | $329k | 9.8k | 33.53 |
|
|
| AutoZone (AZO) | 0.1 | $328k | -4% | 97.00 | 3378.00 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $326k | -25% | 2.9k | 113.11 |
|
| Cloudflare Cl A Com (NET) | 0.1 | $325k | +18% | 1.6k | 206.33 |
|
| Eni Spa Sponsored Adr (E) | 0.1 | $325k | 5.7k | 57.17 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $325k | +12% | 420.00 | 773.50 |
|
| Repligen Corporation (RGEN) | 0.1 | $323k | -16% | 2.7k | 117.82 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.1 | $322k | -6% | 1.7k | 191.67 |
|
| Hartford Financial Services (HIG) | 0.1 | $322k | 2.4k | 135.50 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $319k | +3% | 3.6k | 89.62 |
|
| Johnson Controls Internation SHS (JCI) | 0.1 | $317k | +2% | 2.4k | 131.09 |
|
| Ing Groep Sponsored Adr (ING) | 0.1 | $316k | -13% | 12k | 26.05 |
|
| Cadence Design Systems (CDNS) | 0.1 | $313k | +9% | 1.1k | 277.88 |
|
| Fortinet (FTNT) | 0.1 | $308k | +16% | 3.8k | 81.71 |
|
| Corning Incorporated (GLW) | 0.1 | $307k | NEW | 2.3k | 135.97 |
|
| Paccar (PCAR) | 0.1 | $306k | 2.6k | 115.50 |
|
|
| Barclays Adr (BCS) | 0.1 | $302k | -22% | 14k | 21.15 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $302k | +24% | 4.4k | 68.14 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $301k | +25% | 1.6k | 194.10 |
|
| Dell Technologies CL C (DELL) | 0.1 | $298k | -9% | 1.8k | 164.12 |
|
| Cintas Corporation (CTAS) | 0.1 | $297k | 1.8k | 169.13 |
|
|
| Cummins (CMI) | 0.1 | $295k | +2% | 549.00 | 538.00 |
|
| Iren Ordinary Shares (IREN) | 0.1 | $292k | 8.5k | 34.28 |
|
|
| Halliburton Company (HAL) | 0.1 | $291k | 7.4k | 39.00 |
|
|
| Williams Companies (WMB) | 0.1 | $290k | +2% | 4.0k | 72.72 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $290k | -5% | 739.00 | 392.50 |
|
| Intercontinental Exchange (ICE) | 0.1 | $290k | +5% | 1.8k | 158.42 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $289k | -16% | 1.3k | 216.50 |
|
| Shinhan Financial Group Co L Spn Adr Restrd (SHG) | 0.1 | $288k | 4.6k | 62.33 |
|
|
| Firstcash Holdings (FCFS) | 0.1 | $288k | 1.5k | 188.00 |
|
|
| Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ) | 0.1 | $286k | +3% | 5.8k | 49.52 |
|
| Monolithic Power Systems (MPWR) | 0.1 | $285k | +15% | 260.00 | 1095.29 |
|
| Lumentum Hldgs (LITE) | 0.1 | $284k | NEW | 404.00 | 702.71 |
|
| Ecolab (ECL) | 0.1 | $284k | 1.1k | 266.88 |
|
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.1 | $282k | -13% | 13k | 21.69 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $279k | +21% | 3.0k | 93.62 |
|
| Synopsys (SNPS) | 0.1 | $279k | +29% | 703.00 | 396.50 |
|
| Linde SHS (LIN) | 0.1 | $275k | NEW | 553.00 | 498.08 |
|
| Ferrovial Se Ord Shs (FER) | 0.1 | $272k | +5% | 4.2k | 65.05 |
|
| Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) | 0.1 | $272k | +4% | 3.9k | 69.38 |
|
| MetLife (MET) | 0.1 | $268k | -31% | 3.8k | 70.71 |
|
| Wec Energy Group (WEC) | 0.1 | $268k | -3% | 2.3k | 115.77 |
|
| Ferrari Nv Ord (RACE) | 0.1 | $268k | +3% | 791.00 | 338.33 |
|
| Icici Bank Adr (IBN) | 0.1 | $267k | -11% | 10k | 25.90 |
|
| Zto Express Cayman Sponsored Ads A (ZTO) | 0.1 | $267k | NEW | 11k | 25.17 |
|
| Zions Bancorporation (ZION) | 0.1 | $265k | +14% | 4.6k | 57.61 |
|
| American Intl Group Com New (AIG) | 0.1 | $264k | -10% | 3.5k | 75.30 |
|
| Martin Marietta Materials (MLM) | 0.1 | $263k | -8% | 446.00 | 588.50 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $261k | +6% | 945.00 | 275.74 |
|
| Altria (MO) | 0.1 | $260k | -5% | 3.9k | 67.05 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $259k | -2% | 2.7k | 96.72 |
|
| Delta Air Lines Com New (DAL) | 0.1 | $258k | +24% | 3.9k | 66.40 |
|
| Unilever Spon Adr New (UL) | 0.1 | $257k | -10% | 4.5k | 57.52 |
|
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.1 | $255k | NEW | 3.4k | 75.82 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $255k | 4.1k | 62.45 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.1 | $253k | 5.5k | 46.13 |
|
|
| Xcel Energy (XEL) | 0.1 | $253k | 3.2k | 79.99 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $251k | +20% | 2.2k | 114.58 |
|
| Ssr Mining (SSRM) | 0.1 | $250k | NEW | 8.5k | 29.40 |
|
| Exelon Corporation (EXC) | 0.1 | $249k | +2% | 5.1k | 49.02 |
|
| Constellation Energy (CEG) | 0.1 | $245k | +20% | 878.00 | 279.24 |
|
| United Therapeutics Corporation (UTHR) | 0.1 | $245k | -19% | 413.00 | 593.00 |
|
| Moody's Corporation (MCO) | 0.1 | $244k | NEW | 559.00 | 436.20 |
|
| Illinois Tool Works (ITW) | 0.1 | $244k | 931.00 | 261.83 |
|
|
| Pfizer (PFE) | 0.1 | $244k | NEW | 8.7k | 28.07 |
|
| State Street Corporation (STT) | 0.1 | $241k | 1.9k | 126.53 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $241k | +8% | 1.5k | 165.16 |
|
| Kymera Therapeutics (KYMR) | 0.1 | $240k | +2% | 2.9k | 83.27 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.1 | $239k | -5% | 48k | 5.03 |
|
| Sylvamo Corp Common Stock (SLVM) | 0.1 | $238k | -43% | 5.6k | 42.24 |
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $238k | NEW | 393.00 | 605.00 |
|
| Hafnia SHS (HAFN) | 0.1 | $237k | -3% | 31k | 7.60 |
|
| Emcor (EME) | 0.1 | $237k | NEW | 321.00 | 738.25 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $237k | +12% | 487.00 | 486.32 |
|
| Encompass Health Corp (EHC) | 0.0 | $237k | 2.4k | 96.80 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $235k | -12% | 11k | 20.76 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $232k | 21k | 11.27 |
|
|
| Cenovus Energy (CVE) | 0.0 | $232k | NEW | 8.7k | 26.53 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $231k | 1.7k | 135.44 |
|
|
| Scorpio Tankers SHS (STNG) | 0.0 | $231k | NEW | 3.1k | 74.65 |
|
| Northern Trust Corporation (NTRS) | 0.0 | $230k | 1.6k | 140.17 |
|
|
| Dominion Resources (D) | 0.0 | $229k | 3.7k | 61.82 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $229k | NEW | 3.5k | 65.17 |
|
| Wintrust Financial Corporation (WTFC) | 0.0 | $228k | 1.6k | 139.00 |
|
|
| Oneok (OKE) | 0.0 | $228k | NEW | 2.5k | 90.38 |
|
| Agnico (AEM) | 0.0 | $227k | NEW | 1.1k | 204.03 |
|
| Vulcan Materials Company (VMC) | 0.0 | $226k | 831.00 | 272.25 |
|
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $224k | 960.00 | 233.67 |
|
|
| Roblox Corp Cl A (RBLX) | 0.0 | $223k | -33% | 3.9k | 56.56 |
|
| Vestis Corporation Com Shs (VSTS) | 0.0 | $223k | +24% | 28k | 7.87 |
|
| United Rentals (URI) | 0.0 | $222k | 305.00 | 729.00 |
|
|
| F5 Networks (FFIV) | 0.0 | $222k | NEW | 768.00 | 289.33 |
|
| BioMarin Pharmaceutical (BMRN) | 0.0 | $222k | NEW | 3.9k | 56.50 |
|
| Entergy Corporation (ETR) | 0.0 | $222k | NEW | 2.0k | 112.36 |
|
| Fiserv (FI) | 0.0 | $221k | -32% | 4.0k | 55.80 |
|
| Automatic Data Processing (ADP) | 0.0 | $220k | -38% | 1.1k | 204.85 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $220k | NEW | 1.1k | 200.32 |
|
| Dr Reddys Labs Adr (RDY) | 0.0 | $219k | 16k | 13.85 |
|
|
| CMS Energy Corporation (CMS) | 0.0 | $218k | -3% | 2.8k | 77.60 |
|
| Neurocrine Biosciences (NBIX) | 0.0 | $216k | NEW | 1.6k | 131.75 |
|
| Centene Corporation (CNC) | 0.0 | $215k | -18% | 6.6k | 32.78 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $215k | NEW | 1.4k | 150.83 |
|
| Teradyne (TER) | 0.0 | $215k | NEW | 724.00 | 296.44 |
|
| Bofi Holding (AX) | 0.0 | $213k | 2.5k | 85.09 |
|
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $211k | NEW | 639.00 | 330.83 |
|
| Stonex Group (SNEX) | 0.0 | $211k | NEW | 2.6k | 80.67 |
|
| Lionsgate Studios Corp (LION) | 0.0 | $210k | NEW | 22k | 9.59 |
|
| Corpay Com Shs (CPAY) | 0.0 | $209k | 718.00 | 291.00 |
|
|
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $208k | -12% | 6.9k | 30.10 |
|
| Nlight (LASR) | 0.0 | $208k | NEW | 3.6k | 57.00 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $207k | -15% | 297.00 | 698.07 |
|
| Allstate Corporation (ALL) | 0.0 | $207k | 995.00 | 208.24 |
|
|
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $206k | NEW | 11k | 18.52 |
|
| Dover Corporation (DOV) | 0.0 | $206k | NEW | 987.00 | 208.33 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $206k | 826.00 | 248.84 |
|
|
| Citizens Financial (CFG) | 0.0 | $203k | NEW | 3.4k | 60.00 |
|
| Capital One Financial (COF) | 0.0 | $202k | -52% | 1.1k | 177.83 |
|
| Lpl Financial Holdings (LPLA) | 0.0 | $202k | 671.00 | 301.00 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $200k | 14k | 14.37 |
|
|
| Ihs Holding Ord Shs (IHS) | 0.0 | $188k | 23k | 8.23 |
|
|
| Dht Holdings Shs New (DHT) | 0.0 | $187k | 10k | 18.27 |
|
|
| Genworth Finl Com Shs (GNW) | 0.0 | $187k | -19% | 23k | 8.12 |
|
| Hawaiian Electric Industries (HE) | 0.0 | $169k | NEW | 11k | 14.85 |
|
| Purecycle Technologies (PCT) | 0.0 | $162k | -87% | 31k | 5.19 |
|
| Tortoise Capital Series Trus Energy Etf (TNGY) | 0.0 | $160k | -8% | 15k | 10.43 |
|
| Fortuna Mng Corp Com New (FSM) | 0.0 | $138k | 14k | 9.93 |
|
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $132k | 17k | 7.88 |
|
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $131k | +13% | 16k | 8.04 |
|
| Centrais Elet Bras Sa Sponsored Adr (AXIA) | 0.0 | $126k | NEW | 11k | 11.28 |
|
| Neogen Corporation (NEOG) | 0.0 | $119k | +4% | 13k | 9.28 |
|
| Nextdecade Corp (NEXT) | 0.0 | $104k | NEW | 14k | 7.67 |
|
| Digital World Acquisition Co Class A (DJT) | 0.0 | $95k | NEW | 10k | 9.25 |
|
| Nvni Group Ord Shs New (NVNI) | 0.0 | $95k | 83k | 1.15 |
|
|
| Banco Santander Brasil S A Ads Rep 1 Unit (BSBR) | 0.0 | $94k | +8% | 16k | 5.93 |
|
| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.0 | $92k | +7% | 11k | 8.38 |
|
| Aquestive Therapeutics (AQST) | 0.0 | $85k | NEW | 21k | 4.15 |
|
| Enel Chile Sa Sponsored Adr (ENIC) | 0.0 | $85k | +2% | 22k | 3.94 |
|
| Ftai Infrastructure Common Stock (FIP) | 0.0 | $60k | -5% | 12k | 4.97 |
|
| Cosan S A Ads (CSAN) | 0.0 | $43k | NEW | 10k | 4.12 |
|
| Newell Rubbermaid (NWL) | 0.0 | $39k | +2% | 11k | 3.43 |
|
| Gossamer Bio (GOSS) | 0.0 | $5.8k | -17% | 18k | 0.33 |
|
Past Filings by Drive Wealth Management
SEC 13F filings are viewable for Drive Wealth Management going back to 2021
- Drive Wealth Management 2026 Q1 filed April 14, 2026
- 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