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Portfolio (Quarterly) Guide ↗

DRIVE WEALTH MANAGEMENT, LLC

· CIK 0001952781
13F Portfolio $512M AUM 703 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 76 New 185 Added 98 Reduced 54 Exited
Page 4 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WM WASTE MGMT INC DEL Industrials 3,834.0 $842K 0.16% +183.0 +5.0% $219.74 -2.3%
62 MRK MERCK & CO INC Healthcare 7,929.0 $842K 0.16% +3K +47.4% $106.14 +7.3%
63 AMAT APPLIED MATLS INC Technology 3,226.0 $829K 0.16% +234.0 +7.8% $256.98 +140.1%
64 UNH UNITEDHEALTH GROUP INC Healthcare 2,367.0 $781K 0.15% +304.0 +14.7% $330.10 +21.5%
65 NTSE WISDOMTREE TR 20,453.0 $772K 0.15% +2K +10.7% $37.73 +33.5%
66 PID INVESCO EXCHANGE TRADED FD T 34,589.0 $761K 0.15% +4K +11.9% $22.00 +2.0%
67 LRCX LAM RESEARCH CORP Technology 4,399.0 $754K 0.15% +610.0 +16.1% $171.42 +127.0%
68 CB CHUBB LIMITED Financial Services 2,397.0 $751K 0.15% +1K +78.8% $313.15 +3.3%
69 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,653.0 $749K 0.15% +203.0 +14.0% $453.24 -0.4%
70 ANGLOGOLD ASHANTI PLC 8,759.0 $747K 0.15% +409.0 +4.9% $85.28
71 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,374.0 $736K 0.14% +43.0 +1.8% $310.21 +27.7%
72 HSBC HSBC HLDGS PLC Financial Services 9,315.0 $733K 0.14% +2K +20.4% $78.67 +20.7%
73 FICO FAIR ISAAC CORP Technology 432.0 $730K 0.14% +6.0 +1.4% $1690.62 -35.1%
74 DNL WISDOMTREE TR 17,678.0 $729K 0.14% +2K +13.2% $41.22 +13.0%
75 PGR PROGRESSIVE CORP Financial Services 3,198.0 $728K 0.14% +791.0 +32.9% $227.74 -10.0%
76 NOW SERVICENOW INC Technology 4,697.0 $720K 0.14% +4K +495.3% $153.20 -38.0%
77 FICS FIRST TR EXCHANGE TRADED FD 17,914.0 $719K 0.14% +2K +14.0% $40.11 +3.5%
78 GD GENERAL DYNAMICS CORP Industrials 2,115.0 $712K 0.14% +615.0 +41.0% $336.65 +4.0%
79 KLAC KLA CORP Technology 585.0 $710K 0.14% +13.0 +2.3% $1214.22 -78.6%
80 PSX PHILLIPS 66 Energy 5,314.0 $686K 0.13% +1K +35.4% $129.03 +28.8%
Page 4 of 10  ·  185 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.3%
Financial Services 13.4%
Consumer Cyclical 9.8%
Communication Services 9.6%
Healthcare 8.7%
Industrials 7.9%
Consumer Defensive 4.8%
Energy 3.6%
Utilities 1.9%
Basic Materials 1.7%