Drive Wealth Management

Drive Wealth Management as of March 31, 2022

Portfolio Holdings for Drive Wealth Management

Drive Wealth Management holds 165 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl A (BRK.A) 12.9 $15M 29.00 528931.03
Spdr Ser Tr Portfli Tips Etf (SPIP) 4.8 $5.7M 188k 30.26
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.0 $3.6M 10k 352.89
Proshares Tr Ultrapro Sht Qqq (SQQQ) 2.9 $3.5M 103k 33.67
Ishares Tr National Mun Etf (MUB) 2.5 $3.0M 27k 109.64
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 2.1 $2.5M 53k 47.88
Amazon (AMZN) 2.0 $2.4M 736.00 3260.87
Microsoft Corporation (MSFT) 1.9 $2.3M 7.5k 308.35
Apple (AAPL) 1.8 $2.1M 12k 174.58
Coinbase Global Com Cl A (COIN) 1.7 $2.0M 10k 189.82
Adobe Systems Incorporated (ADBE) 1.5 $1.7M 3.8k 455.52
Exxon Mobil Corporation (XOM) 1.4 $1.7M 21k 82.60
Vivint Smart Home Com Cl A 1.4 $1.6M 242k 6.76
Alphabet Cap Stk Cl C (GOOG) 1.3 $1.5M 532.00 2793.23
Meta Platforms Cl A (META) 1.3 $1.5M 6.7k 222.37
Mastercard Incorporated Cl A (MA) 1.1 $1.4M 3.8k 357.33
Abbott Laboratories (ABT) 1.1 $1.3M 11k 118.32
ConocoPhillips (COP) 1.0 $1.2M 12k 100.29
Direxion Shs Etf Tr Daily Sm Cp Bear (TZA) 1.0 $1.2M 40k 30.62
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.0 $1.2M 24k 50.27
Home Depot (HD) 1.0 $1.1M 3.8k 299.48
Dimensional Etf Trust Short Duration F (DFSD) 1.0 $1.1M 24k 47.87
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $1.1M 4.9k 227.57
JPMorgan Chase & Co. (JPM) 0.9 $1.1M 8.1k 136.37
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.9 $1.1M 19k 59.27
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.9 $1.1M 13k 83.33
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $1.0M 2.9k 362.97
Cisco Systems (CSCO) 0.8 $963k 17k 55.75
UnitedHealth (UNH) 0.8 $956k 1.9k 509.87
Visa Com Cl A (V) 0.8 $928k 4.2k 221.85
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $919k 12k 77.93
Moody's Corporation (MCO) 0.7 $885k 2.6k 337.53
Walt Disney Company (DIS) 0.7 $884k 6.4k 137.25
Autodesk (ADSK) 0.7 $879k 4.1k 214.29
Raytheon Technologies Corp (RTX) 0.7 $874k 8.8k 99.12
Nike CL B (NKE) 0.7 $871k 6.5k 134.64
Alphabet Cap Stk Cl A (GOOGL) 0.7 $862k 310.00 2780.65
Accenture Plc Ireland Shs Class A (ACN) 0.7 $838k 2.5k 337.36
Paypal Holdings (PYPL) 0.7 $782k 6.8k 115.63
Medtronic SHS (MDT) 0.6 $711k 6.4k 111.51
Sunrun (RUN) 0.6 $705k 23k 30.36
Philip Morris International (PM) 0.6 $705k 7.4k 95.09
Ishares Tr Core S&p500 Etf (IVV) 0.6 $693k 1.5k 453.83
salesforce (CRM) 0.6 $668k 3.1k 212.40
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.6 $660k 2.3k 283.02
Wells Fargo & Company (WFC) 0.5 $633k 13k 48.46
Chevron Corporation (CVX) 0.5 $632k 3.9k 162.89
Hess (HES) 0.5 $610k 5.7k 107.09
Phillips 66 (PSX) 0.5 $607k 7.0k 86.34
Nuveen Insured Tax-Free Adv Munici (NEA) 0.5 $605k 46k 13.20
Automatic Data Processing (ADP) 0.5 $605k 2.6k 228.73
Comcast Corp Cl A (CMCSA) 0.5 $567k 12k 46.81
Verizon Communications (VZ) 0.5 $561k 11k 50.91
Nuveen Div. Advantage Muni. Fund (NAD) 0.5 $553k 41k 13.43
Netflix (NFLX) 0.5 $537k 1.4k 374.48
Tesla Motors (TSLA) 0.4 $525k 487.00 1078.03
Bank of America Corporation (BAC) 0.4 $521k 13k 41.20
Air Products & Chemicals (APD) 0.4 $520k 2.1k 251.69
Freeport-mcmoran CL B (FCX) 0.4 $520k 10k 49.78
FirstEnergy (FE) 0.4 $518k 11k 45.88
Ishares Tr U.s. Tech Etf (IYW) 0.4 $504k 4.9k 102.94
T. Rowe Price (TROW) 0.4 $504k 3.3k 151.31
Fmc Corp Com New (FMC) 0.4 $503k 3.8k 132.12
Lowe's Companies (LOW) 0.4 $500k 2.5k 202.18
Servicenow (NOW) 0.4 $498k 894.00 557.05
Spdr Gold Tr Gold Shs (GLD) 0.4 $490k 2.7k 180.48
Abbvie (ABBV) 0.4 $479k 3.0k 162.15
Invesco Quality Municipal Inc Trust (IQI) 0.4 $479k 42k 11.32
Union Pacific Corporation (UNP) 0.4 $476k 1.7k 272.94
Domino's Pizza (DPZ) 0.4 $470k 1.2k 407.28
Applied Materials (AMAT) 0.4 $467k 3.5k 131.85
Encana Corporation (OVV) 0.4 $455k 8.4k 54.04
Novo-nordisk A S Adr (NVO) 0.4 $454k 4.1k 112.02
American Intl Group Com New (AIG) 0.4 $449k 7.2k 62.77
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.4 $447k 3.6k 124.69
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.4 $445k 30k 14.67
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $435k 4.0k 108.42
Qualcomm (QCOM) 0.4 $432k 2.8k 152.97
Bristol Myers Squibb (BMY) 0.4 $425k 5.8k 73.50
Stanley Black & Decker (SWK) 0.3 $415k 3.0k 139.68
Nuveen Insd Dividend Advantage (NVG) 0.3 $404k 27k 14.88
Fidelity National Information Services (FIS) 0.3 $398k 4.0k 100.48
Williams Companies (WMB) 0.3 $395k 12k 33.38
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $393k 3.8k 104.63
Morgan Stanley Com New (MS) 0.3 $387k 4.4k 87.40
Corning Incorporated (GLW) 0.3 $376k 10k 36.93
Gartner (IT) 0.3 $365k 1.2k 296.99
Centene Corporation (CNC) 0.3 $361k 4.3k 84.21
Cigna Corp (CI) 0.3 $360k 1.5k 239.36
Marathon Petroleum Corp (MPC) 0.3 $356k 4.2k 85.54
MetLife (MET) 0.3 $355k 5.1k 70.30
Occidental Petroleum Corporation (OXY) 0.3 $351k 6.2k 56.87
Robinhood Mkts Com Cl A (HOOD) 0.3 $334k 25k 13.53
Intuitive Surgical Com New (ISRG) 0.3 $331k 1.1k 301.73
Barrick Gold Corp (GOLD) 0.3 $330k 13k 24.56
Ishares Silver Tr Ishares (SLV) 0.3 $313k 14k 22.85
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $312k 3.1k 100.84
PG&E Corporation (PCG) 0.3 $311k 26k 11.95
Baxter International (BAX) 0.3 $309k 4.0k 77.89
Us Bancorp Del Com New (USB) 0.3 $308k 5.7k 53.65
Humana (HUM) 0.3 $306k 702.00 435.90
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.3 $305k 7.3k 41.69
Pfizer (PFE) 0.3 $298k 5.8k 51.80
Teradata Corporation (TDC) 0.2 $295k 6.0k 49.33
Shell Spon Ads (SHEL) 0.2 $295k 5.4k 54.89
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $294k 4.4k 66.22
Coca-Cola Company (KO) 0.2 $290k 4.6k 62.45
Eaton Vance Muni Income Trus Sh Ben Int (EVN) 0.2 $288k 24k 11.86
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $281k 21k 13.58
Best Buy (BBY) 0.2 $279k 3.1k 90.79
CSX Corporation (CSX) 0.2 $276k 7.4k 37.47
Johnson & Johnson (JNJ) 0.2 $276k 1.6k 177.15
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $274k 5.7k 48.05
AES Corporation (AES) 0.2 $274k 11k 25.70
Caterpillar (CAT) 0.2 $273k 1.2k 222.49
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $273k 2.5k 107.31
Proshares Tr Ii Ultra Vix Short 0.2 $269k 20k 13.45
Docusign (DOCU) 0.2 $268k 2.5k 107.07
Southwest Airlines (LUV) 0.2 $266k 5.8k 45.81
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $265k 8.4k 31.58
NVIDIA Corporation (NVDA) 0.2 $265k 971.00 272.91
Procter & Gamble Company (PG) 0.2 $264k 1.7k 152.60
J.B. Hunt Transport Services (JBHT) 0.2 $263k 1.3k 200.46
Mfs High Yield Mun Tr Sh Ben Int (CMU) 0.2 $263k 68k 3.87
Citigroup Com New (C) 0.2 $260k 4.9k 53.34
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $256k 3.2k 79.63
Canadian Natural Resources (CNQ) 0.2 $255k 4.1k 62.58
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $252k 606.00 415.84
Illumina (ILMN) 0.2 $251k 718.00 349.58
Costco Wholesale Corporation (COST) 0.2 $250k 434.00 576.04
Scotts Miracle-gro Cl A (SMG) 0.2 $249k 2.0k 123.08
Amgen (AMGN) 0.2 $248k 1.0k 241.95
Western Asset Municipal Partners Fnd 0.2 $246k 18k 13.50
Zoetis Cl A (ZTS) 0.2 $241k 1.3k 188.72
Oracle Corporation (ORCL) 0.2 $239k 2.9k 82.87
Marriott Intl Cl A (MAR) 0.2 $237k 1.3k 176.08
Select Sector Spdr Tr Technology (XLK) 0.2 $235k 1.5k 159.00
Zscaler Incorporated (ZS) 0.2 $228k 943.00 241.78
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $225k 4.9k 46.22
Templeton Emerging Markets Income Fund (TEI) 0.2 $223k 33k 6.85
At&t (T) 0.2 $222k 9.4k 23.59
Suncor Energy (SU) 0.2 $219k 6.7k 32.56
Nextera Energy (NEE) 0.2 $215k 2.5k 84.78
Pepsi (PEP) 0.2 $215k 1.3k 167.32
Truist Financial Corp equities (TFC) 0.2 $214k 3.8k 56.78
Range Resources (RRC) 0.2 $211k 7.0k 30.36
Bhp Group Sponsored Ads (BHP) 0.2 $207k 2.7k 77.24
Pioneer Natural Resources (PXD) 0.2 $203k 810.00 250.62
Blackrock Muniyield Insured Fund (MYI) 0.2 $201k 16k 12.59
Align Technology (ALGN) 0.2 $201k 461.00 436.01
United Parcel Service CL B (UPS) 0.2 $201k 936.00 214.74
Blackrock Muniyield Quality Fund II (MQT) 0.2 $184k 15k 12.19
Mfs Invt Grade Mun Tr Sh Ben Int (CXH) 0.2 $183k 21k 8.54
Federated Premier Municipal Income (FMN) 0.2 $178k 14k 12.79
Bny Mellon Mun Bd Infrastruc Com Shs (DMB) 0.1 $146k 12k 12.49
Society Pass (SOPA) 0.1 $133k 45k 2.97
Technipfmc (FTI) 0.1 $125k 16k 7.74
Aberdeen Asia-Pacific Income Fund (FAX) 0.1 $125k 37k 3.37
Eaton Vance Limited Duration Income Fund (EVV) 0.1 $119k 10k 11.74
Morgan Stanley Emerging Markets Debt (MSD) 0.1 $102k 13k 7.94
Qurate Retail Com Ser A (QRTEA) 0.1 $101k 21k 4.76
Neuroone Med Technologies Com New (NMTC) 0.1 $73k 67k 1.09
Aberdeen Global Income Fund (FCO) 0.1 $62k 10k 6.17
Mfs Multimarket Income Tr Sh Ben Int (MMT) 0.0 $59k 11k 5.34
Vistagen Therapeutics Com New 0.0 $12k 10k 1.20