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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 9 of 10  ·  185 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 889.0 $249K 0.05% +46.0 +5.5% $280.00 +11.6%
162 SYK STRYKER CORPORATION Healthcare 702.0 $247K 0.05% +136.0 +24.0% $352.27 -12.6%
163 UHS UNIVERSAL HLTH SVCS INC Healthcare 1,133.0 $247K 0.05% +18.0 +1.6% $217.93 -35.2%
164 FCFS FIRSTCASH HOLDINGS INC Financial Services 1,529.0 $244K 0.05% +117.0 +8.3% $159.38 +42.5%
165 ASX ASE TECHNOLOGY HLDG CO LTD Technology 15,090.0 $243K 0.05% +122.0 +0.8% $16.10 +151.9%
166 STT STATE STR CORP Financial Services 1,870.0 $241K 0.05% +10.0 +0.5% $129.01 +30.5%
167 MO ALTRIA GROUP INC Consumer Defensive 4,105.0 $241K 0.05% +604.0 +17.2% $58.73 +17.7%
168 LPLA LPL FINL HLDGS INC Financial Services 671.0 $240K 0.05% +6.0 +0.9% $357.19 -17.7%
169 NU NU HLDGS LTD Financial Services 14,029.0 $235K 0.05% +1K +10.8% $16.74 -24.1%
170 WMB WILLIAMS COS INC Energy 3,896.0 $234K 0.05% +63.0 +1.6% $60.10 +21.7%
171 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,622.0 $233K 0.05% +32.0 +2.0% $143.85 +89.0%
172 XEL XCEL ENERGY INC Utilities 3,116.0 $232K 0.04% +27.0 +0.9% $74.42 +4.0%
173 RDY DR REDDYS LABS LTD Healthcare 15,697.0 $220K 0.04% +3K +19.4% $14.04 -5.3%
174 IDXX IDEXX LABS INC Healthcare 325.0 $220K 0.04% +9.0 +2.9% $675.57 -16.8%
175 EXC EXELON CORP Utilities 4,944.0 $216K 0.04% +244.0 +5.2% $43.59 +5.1%
176 TXN TEXAS INSTRS INC Technology 1,236.0 $214K 0.04% +26.0 +2.1% $173.53 +86.1%
177 FERG FERGUSON ENTERPRISES INC Industrials 949.0 $211K 0.04% +5.0 +0.5% $222.62 +7.1%
178 IONQ IONQ INC Technology 4,664.0 $209K 0.04% +412.0 +9.7% $44.87 +26.0%
179 MPWR MONOLITHIC PWR SYS INC Technology 225.0 $204K 0.04% +7.0 +3.2% $907.46 +72.3%
180 FSM FORTUNA MNG CORP Basic Materials 13,973.0 $137K 0.03% +362.0 +2.7% $9.81 -5.6%
Page 9 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%