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Portfolio (Quarterly) Guide ↗

DRIVE WEALTH MANAGEMENT, LLC

· CIK 0001952781
13F Portfolio $561M AUM 880 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 126 New 178 Added 139 Reduced 47 Exited
Page 6 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AXP AMERICAN EXPRESS CO Financial Services 1,566.0 $530K 0.09% +86.0 +5.8% $338.20 -0.7%
102 USB US BANCORP Financial Services 8,640.0 $526K 0.09% +2K +33.6% $60.92 +1.9%
103 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 2,094.0 $523K 0.09% +111.0 +5.6% $249.92 -4.1%
104 FDX FEDEX CORP Industrials 1,663.0 $523K 0.09% +440.0 +36.0% $314.29 +3.4%
105 CL COLGATE PALMOLIVE CO Consumer Defensive 5,668.0 $520K 0.09% +255.0 +4.7% $91.68 -0.7%
106 SO SOUTHERN CO Utilities 5,331.0 $510K 0.09% +173.0 +3.4% $95.72 -7.1%
107 AJG GALLAGHER ARTHUR J & CO Financial Services 2,173.0 $499K 0.09% +571.0 +35.6% $229.62 +14.9%
108 DVYE ISHARES INC 15,015.0 $484K 0.09% +2K +18.3% $32.23 +10.0%
109 COF CAPITAL ONE FINL CORP Financial Services 2,407.0 $483K 0.09% +30.0 +1.3% $200.58 +8.6%
110 VZ VERIZON COMMUNICATIONS INC Communication Services 11,353.0 $481K 0.09% +853.0 +8.1% $42.34 +16.8%
111 KMI KINDER MORGAN INC DEL Energy 14,109.0 $451K 0.08% +4K +46.0% $31.97 -3.1%
112 LSGR NATIXIS ETF TRUST II 10,659.0 $449K 0.08% +2K +23.9% $42.13 +6.4%
113 CMI CUMMINS INC Industrials 629.0 $449K 0.08% +93.0 +17.4% $713.04 -17.6%
114 DAL DELTA AIR LINES INC Industrials 4,728.0 $443K 0.08% +2K +51.2% $93.65 -12.0%
115 CDNS CADENCE DESIGN SYSTEM INC Technology 1,170.0 $439K 0.08% +140.0 +13.6% $375.32 -15.0%
116 ROST ROSS STORES INC Consumer Cyclical 2,032.0 $433K 0.08% +379.0 +22.9% $212.89 +12.3%
117 DUK DUKE ENERGY CORP NEW Utilities 3,369.0 $426K 0.08% +90.0 +2.7% $126.57 -5.3%
118 AEP AMERICAN ELEC PWR CO INC Utilities 3,113.0 $426K 0.08% +195.0 +6.7% $136.83 -11.6%
119 VRSN VERISIGN INC Technology 1,676.0 $422K 0.07% +46.0 +2.8% $251.54 +12.0%
120 VSTS VESTIS CORPORATION Industrials 28,279.0 $411K 0.07% +6K +24.6% $14.52 -12.6%
Page 6 of 9  ·  178 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 14.1%
Consumer Cyclical 9.2%
Industrials 9.2%
Healthcare 7.8%
Communication Services 6.6%
Consumer Defensive 6.0%
Energy 4.3%
Utilities 2.4%
Basic Materials 1.8%