Drive Wealth Management

Drive Wealth Management as of Dec. 31, 2022

Portfolio Holdings for Drive Wealth Management

Drive Wealth Management holds 252 positions in its portfolio as reported in the December 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) 7.5 $15M 32.00 468710.97
Vanguard Index Fds Total Stk Mkt (VTI) 4.4 $8.8M 46k 191.19
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 3.5 $7.1M 182k 38.89
Proshares Tr Ultrapro Sht Qqq (SQQQ) 3.4 $6.8M 125k 54.01
Fs Kkr Capital Corp (FSK) 3.0 $5.9M 338k 17.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.7 $5.4M 17k 308.90
Apple (AAPL) 2.6 $5.1M 40k 129.93
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 2.6 $5.1M 101k 50.67
Microsoft Corporation (MSFT) 2.2 $4.5M 19k 239.81
Dimensional Etf Trust Us Equity Etf (DFUS) 1.6 $3.1M 75k 41.61
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.4 $2.7M 108k 25.04
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.2 $2.4M 82k 29.69
Accenture Plc Ireland Shs Class A (ACN) 1.2 $2.4M 9.1k 266.85
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 1.0 $1.9M 30k 65.34
Amazon (AMZN) 1.0 $1.9M 23k 84.00
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $1.9M 46k 41.97
Direxion Shs Etf Tr Daily Sm Cp Bear (TZA) 1.0 $1.9M 55k 35.21
Exxon Mobil Corporation (XOM) 0.9 $1.9M 17k 110.30
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.9 $1.9M 29k 64.72
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.9 $1.8M 43k 41.52
JPMorgan Chase & Co. (JPM) 0.9 $1.8M 13k 134.09
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.9 $1.8M 35k 50.16
Dimensional Etf Trust Inflation Prote (DFIP) 0.9 $1.7M 42k 41.16
Alphabet Cap Stk Cl A (GOOGL) 0.9 $1.7M 19k 88.23
ConocoPhillips (COP) 0.8 $1.6M 14k 118.70
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.8 $1.6M 60k 25.76
Chevron Corporation (CVX) 0.8 $1.5M 8.5k 179.49
Home Depot (HD) 0.8 $1.5M 4.8k 315.85
Mastercard Incorporated Cl A (MA) 0.7 $1.5M 4.3k 347.76
Dimensional Etf Trust Us Real Estate E (DFAR) 0.7 $1.5M 70k 21.15
Ishares Tr Cre U S Reit Etf (USRT) 0.7 $1.4M 29k 49.45
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $1.4M 4.1k 351.37
UnitedHealth (UNH) 0.7 $1.4M 2.7k 530.22
Ishares Tr Msci Emg Mkt Etf (EEM) 0.7 $1.3M 35k 37.90
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.3M 15k 88.73
Wells Fargo & Company (WFC) 0.6 $1.3M 30k 41.29
Sunrun (RUN) 0.6 $1.2M 51k 24.02
Meta Platforms Cl A (META) 0.6 $1.2M 10k 120.34
Merck & Co (MRK) 0.6 $1.2M 11k 111.70
Visa Com Cl A (V) 0.6 $1.2M 5.6k 207.75
Global X Fds Us Pfd Etf (PFFD) 0.6 $1.1M 58k 19.47
Abbott Laboratories (ABT) 0.6 $1.1M 10k 109.79
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.6 $1.1M 50k 21.95
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.5 $1.0M 62k 16.80
Dimensional Etf Trust Short Duration F (DFSD) 0.5 $1.0M 23k 46.09
Direxion Shs Etf Tr Dly Gold Indx 2x (NUGT) 0.5 $1.0M 30k 34.47
Hess (HES) 0.5 $939k 6.6k 141.82
Philip Morris International (PM) 0.5 $932k 9.1k 102.49
Procter & Gamble Company (PG) 0.5 $910k 6.0k 151.56
Broadcom (AVGO) 0.5 $901k 1.6k 559.11
Cisco Systems (CSCO) 0.4 $896k 19k 47.64
Ishares Tr Core S&p500 Etf (IVV) 0.4 $864k 2.2k 384.22
Adobe Systems Incorporated (ADBE) 0.4 $851k 2.5k 336.53
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $847k 11k 74.95
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $828k 3.1k 266.32
Vanguard World Extended Dur (EDV) 0.4 $793k 9.6k 82.83
Ishares Msci Gbl Min Vol (ACWV) 0.4 $793k 8.3k 95.02
Abbvie (ABBV) 0.4 $776k 4.8k 161.59
Gladstone Ld (LAND) 0.4 $761k 42k 18.35
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.4 $752k 10k 74.22
Bank of America Corporation (BAC) 0.4 $746k 23k 33.12
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.4 $740k 15k 49.10
Raytheon Technologies Corp (RTX) 0.4 $736k 7.3k 100.92
Novo-nordisk A S Adr (NVO) 0.4 $736k 5.4k 135.33
Williams Companies (WMB) 0.4 $725k 22k 32.90
Invesco Exch Traded Fd Tr Ii Purbta Ftse Dv 0.4 $724k 30k 24.05
Invesco Db Us Dlr Index Tr Bullish Fd (UUP) 0.4 $723k 26k 27.81
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.4 $719k 23k 31.83
NVIDIA Corporation (NVDA) 0.4 $708k 4.8k 146.14
At&t (T) 0.4 $701k 38k 18.41
Proshares Tr Ii Ultra Vix Short 0.3 $686k 100k 6.86
Johnson & Johnson (JNJ) 0.3 $669k 3.8k 176.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $668k 1.7k 384.23
Thermo Fisher Scientific (TMO) 0.3 $663k 1.2k 551.04
United Parcel Service CL B (UPS) 0.3 $656k 3.8k 173.86
Pepsi (PEP) 0.3 $651k 3.6k 181.78
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.3 $646k 22k 28.93
Netflix (NFLX) 0.3 $644k 2.2k 294.88
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.3 $626k 2.3k 267.73
Unilever Spon Adr New (UL) 0.3 $612k 12k 50.35
Sempra Energy (SRE) 0.3 $606k 3.9k 155.76
Coca-Cola Company (KO) 0.3 $588k 9.2k 63.61
Goldman Sachs Etf Tr Marketbeta Intl (GSID) 0.3 $585k 12k 47.18
Lam Research Corporation (LRCX) 0.3 $585k 1.4k 422.20
Pfizer (PFE) 0.3 $568k 11k 51.24
Ishares Tr Russell 2000 Etf (IWM) 0.3 $558k 3.2k 174.34
Oracle Corporation (ORCL) 0.3 $551k 6.7k 81.73
Pioneer Natural Resources (PXD) 0.3 $549k 2.4k 228.39
Wal-Mart Stores (WMT) 0.3 $545k 3.8k 142.76
Bristol Myers Squibb (BMY) 0.3 $540k 7.5k 71.95
Encana Corporation (OVV) 0.3 $531k 11k 50.71
Eli Lilly & Co. (LLY) 0.3 $525k 1.4k 365.85
Spdr Gold Tr Gold Shs (GLD) 0.3 $521k 3.1k 169.64
Walt Disney Company (DIS) 0.3 $510k 5.9k 86.89
Proshares Tr Ii Ultra Silver New (AGQ) 0.3 $504k 16k 32.00
Union Pacific Corporation (UNP) 0.2 $498k 2.4k 207.09
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.2 $498k 11k 45.99
Teradyne (TER) 0.2 $482k 5.5k 87.36
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.2 $482k 6.7k 72.24
Novartis Sponsored Adr (NVS) 0.2 $480k 5.3k 90.73
Caterpillar (CAT) 0.2 $475k 2.0k 239.60
Freeport-mcmoran CL B (FCX) 0.2 $472k 12k 38.00
Cigna Corp (CI) 0.2 $466k 1.4k 331.40
Celanese Corporation (CE) 0.2 $461k 4.5k 102.24
Shell Spon Ads (SHEL) 0.2 $460k 8.1k 56.95
Nike CL B (NKE) 0.2 $459k 3.9k 117.02
Lyondellbasell Industries N Shs - A - (LYB) 0.2 $459k 5.5k 83.02
Wisdomtree Tr Em Ex St-owned (XSOE) 0.2 $456k 17k 26.68
3M Company (MMM) 0.2 $448k 3.7k 119.89
Franchise Group 0.2 $447k 18k 24.42
Comcast Corp Cl A (CMCSA) 0.2 $446k 13k 34.97
Tyson Foods Cl A (TSN) 0.2 $434k 7.0k 62.25
Franco-Nevada Corporation (FNV) 0.2 $423k 3.1k 136.48
Invesco Exch Traded Fd Tr Ii Purbta Ftse Em 0.2 $422k 19k 21.94
Vanguard Index Fds Growth Etf (VUG) 0.2 $419k 2.0k 213.09
Nuveen Insured Tax-Free Adv Munici (NEA) 0.2 $416k 37k 11.37
SYSCO Corporation (SYY) 0.2 $414k 5.4k 76.46
Marathon Petroleum Corp (MPC) 0.2 $412k 3.5k 116.40
Spdr Ser Tr Msci Usa Strtgic (QUS) 0.2 $396k 3.6k 110.31
Mondelez Intl Cl A (MDLZ) 0.2 $392k 5.8k 67.04
Moody's Corporation (MCO) 0.2 $391k 1.4k 278.68
Wheaton Precious Metals Corp (WPM) 0.2 $391k 10k 39.08
General Dynamics Corporation (GD) 0.2 $390k 1.6k 248.05
Lowe's Companies (LOW) 0.2 $390k 2.0k 199.21
Wisdomtree Tr Em Lcl Debt Fd (ELD) 0.2 $390k 15k 25.83
Occidental Petroleum Corporation (OXY) 0.2 $373k 5.9k 63.13
Tidal Etf Tr Cnstrnd Cap Esg 0.2 $372k 18k 20.67
Nextera Energy (NEE) 0.2 $371k 4.4k 83.60
Coinbase Global Com Cl A (COIN) 0.2 $369k 10k 35.39
Kraft Heinz (KHC) 0.2 $366k 9.0k 40.71
Ishares Tr U.s. Tech Etf (IYW) 0.2 $366k 4.9k 74.49
Applied Materials (AMAT) 0.2 $361k 3.7k 97.38
Paypal Holdings (PYPL) 0.2 $356k 5.0k 71.22
McDonald's Corporation (MCD) 0.2 $356k 1.4k 263.54
BlackRock (BLK) 0.2 $356k 502.00 708.51
Moelis & Co Cl A (MC) 0.2 $355k 9.3k 38.37
Blackrock Muniyield Insured Fund (MYI) 0.2 $354k 32k 11.21
Costco Wholesale Corporation (COST) 0.2 $353k 773.00 456.44
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.2 $351k 8.5k 41.54
Us Bancorp Del Com New (USB) 0.2 $351k 7.9k 44.12
Intuitive Surgical Com New (ISRG) 0.2 $348k 1.3k 265.35
Altria (MO) 0.2 $348k 7.5k 46.66
Honeywell International (HON) 0.2 $346k 1.6k 214.26
Verizon Communications (VZ) 0.2 $342k 8.7k 39.40
Ally Financial (ALLY) 0.2 $342k 14k 24.45
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $335k 4.1k 82.47
Valley National Ban (VLY) 0.2 $334k 29k 11.42
Sprott Com New (SII) 0.2 $333k 10k 33.33
Servicenow (NOW) 0.2 $332k 856.00 388.27
MetLife (MET) 0.2 $326k 4.5k 72.38
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $323k 2.4k 135.85
Federated Premier Municipal Income (FMN) 0.2 $321k 31k 10.54
Phillips 66 (PSX) 0.2 $314k 3.0k 104.08
Ishares Silver Tr Ishares (SLV) 0.2 $306k 14k 22.02
Stanley Black & Decker (SWK) 0.2 $306k 4.1k 75.12
Invesco Quality Municipal Inc Trust (IQI) 0.2 $303k 32k 9.42
Starbucks Corporation (SBUX) 0.2 $302k 3.0k 99.19
Ishares Jp Morgan Em Etf (LEMB) 0.2 $301k 8.7k 34.71
PG&E Corporation (PCG) 0.2 $301k 19k 16.26
Anthem (ELV) 0.1 $295k 575.00 513.33
Automatic Data Processing (ADP) 0.1 $293k 1.2k 240.16
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $290k 12k 24.28
J.B. Hunt Transport Services (JBHT) 0.1 $285k 1.6k 174.34
Marriott Intl Cl A (MAR) 0.1 $285k 1.9k 148.87
salesforce (CRM) 0.1 $281k 2.1k 132.59
TJX Companies (TJX) 0.1 $280k 3.5k 79.60
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $279k 5.6k 49.49
Genpact SHS (G) 0.1 $278k 6.0k 46.32
Humana (HUM) 0.1 $278k 542.00 513.00
Agnico (AEM) 0.1 $278k 5.3k 51.99
Danaher Corporation (DHR) 0.1 $276k 1.0k 265.73
American Intl Group Com New (AIG) 0.1 $275k 4.3k 63.24
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.1 $272k 23k 12.08
Illumina (ILMN) 0.1 $271k 1.3k 202.20
CSX Corporation (CSX) 0.1 $269k 8.7k 30.98
Wisdomtree Tr Emerging Markets (NTSE) 0.1 $268k 10k 26.54
McKesson Corporation (MCK) 0.1 $265k 704.00 375.82
Amgen (AMGN) 0.1 $253k 965.00 262.51
Best Buy (BBY) 0.1 $253k 3.1k 80.24
O'reilly Automotive (ORLY) 0.1 $252k 299.00 844.03
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $249k 2.3k 108.21
International Business Machines (IBM) 0.1 $247k 1.8k 140.91
Vanguard Index Fds Value Etf (VTV) 0.1 $247k 1.8k 140.39
Arthur J. Gallagher & Co. (AJG) 0.1 $247k 1.3k 188.57
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $246k 2.9k 84.81
Tesla Motors (TSLA) 0.1 $245k 2.0k 123.15
International Paper Company (IP) 0.1 $245k 7.1k 34.63
Canadian Natural Resources (CNQ) 0.1 $243k 4.3k 56.37
Illinois Tool Works (ITW) 0.1 $238k 1.1k 221.67
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.1 $238k 5.2k 45.93
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $237k 8.8k 27.02
General Mills (GIS) 0.1 $237k 2.8k 83.84
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $237k 2.6k 89.99
St. Joe Company (JOE) 0.1 $233k 6.0k 38.65
Antero Res (AR) 0.1 $232k 7.5k 30.99
Centene Corporation (CNC) 0.1 $230k 2.8k 82.01
Becton, Dickinson and (BDX) 0.1 $229k 899.00 254.28
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $228k 2.6k 88.09
Northrop Grumman Corporation (NOC) 0.1 $226k 415.00 545.54
Asml Holding N V N Y Registry Shs (ASML) 0.1 $225k 412.00 546.68
S&p Global (SPGI) 0.1 $220k 656.00 334.94
Autodesk (ADSK) 0.1 $217k 1.2k 186.87
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $217k 678.00 319.41
Suncor Energy (SU) 0.1 $215k 6.8k 31.73
Toronto Dominion Bk Ont Com New (TD) 0.1 $214k 3.3k 64.76
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $214k 2.1k 99.54
American Express Company (AXP) 0.1 $212k 1.4k 147.78
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $211k 2.2k 95.78
Boeing Company (BA) 0.1 $211k 1.1k 190.49
Goldman Sachs (GS) 0.1 $210k 613.00 343.15
Schlumberger Com Stk (SLB) 0.1 $209k 3.9k 53.56
Travelers Companies (TRV) 0.1 $209k 1.1k 187.52
Western Asset Municipal Partners Fnd 0.1 $209k 18k 11.64
Qualcomm (QCOM) 0.1 $208k 1.9k 109.93
Truist Financial Corp equities (TFC) 0.1 $207k 4.8k 43.03
Blackrock Muniyield Quality Fund II (MQT) 0.1 $207k 20k 10.22
Zoetis Cl A (ZTS) 0.1 $206k 1.4k 146.55
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $205k 6.1k 33.48
Fmc Corp Com New (FMC) 0.1 $204k 1.6k 125.36
Lumen Technologies (LUMN) 0.1 $204k 39k 5.22
Enbridge (ENB) 0.1 $203k 5.2k 39.10
Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $201k 17k 11.80
Robinhood Mkts Com Cl A (HOOD) 0.1 $201k 25k 8.14
Nuveen Insd Dividend Advantage (NVG) 0.1 $200k 16k 12.14
Qualtrics Intl Com Cl A 0.1 $183k 18k 10.38
Invesco Exchange Traded Fd T Intl Divi Achi (PID) 0.1 $182k 11k 16.72
Mfs High Yield Mun Tr Sh Ben Int (CMU) 0.1 $175k 56k 3.13
Eaton Vance Muni Income Trus Sh Ben Int (EVN) 0.1 $164k 17k 9.87
Invesco Advantage Mun Income Sh Ben Int (VKI) 0.1 $161k 19k 8.59
BlackRock MuniVest Fund (MVF) 0.1 $158k 23k 7.01
Seabridge Gold (SA) 0.1 $157k 13k 12.58
Haleon Spon Ads (HLN) 0.1 $153k 19k 8.00
Mfs Invt Grade Mun Tr Sh Ben Int (CXH) 0.1 $142k 20k 7.12
Putnam Mun Opportunities Tr Sh Ben Int (PMO) 0.1 $134k 12k 10.90
Nuveen Senior Income Fund 0.1 $125k 27k 4.59
Bny Mellon Mun Bd Infrastruc Com Shs (DMB) 0.1 $122k 12k 10.55
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.1 $112k 14k 8.02
Ase Technology Hldg Sponsored Ads (ASX) 0.0 $89k 14k 6.27
Mfs High Income Mun Tr Sh Ben Int (CXE) 0.0 $88k 25k 3.49
Neuroone Med Technologies Com New (NMTC) 0.0 $77k 64k 1.20
United Microelectronics Corp Spon Adr New (UMC) 0.0 $76k 12k 6.53
Mfs Mun Income Tr Sh Ben Int (MFM) 0.0 $76k 15k 5.18
Wipro Spon Adr 1 Sh (WIT) 0.0 $66k 14k 4.66
Sirius Xm Holdings (SIRI) 0.0 $64k 11k 5.84
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $63k 29k 2.20
Lg Display Spons Adr Rep (LPL) 0.0 $50k 10k 4.96
Society Pass (SOPA) 0.0 $44k 45k 0.99
Enel Chile Sponsored Adr (ENIC) 0.0 $44k 19k 2.25
Nomura Hldgs Sponsored Adr (NMR) 0.0 $43k 11k 3.75
Ur-energy (URG) 0.0 $12k 10k 1.15
Cybin Ord (CYBN) 0.0 $3.4k 12k 0.30
Vistagen Therapeutics Com New 0.0 $1.0k 10k 0.10