Portfolio (Quarterly)
Guide ↗
DRIVE WEALTH MANAGEMENT, LLC
· CIK 0001952781| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | — | 61,202 | $5.1M | 1.09% | SOLD |
| 2 | — | ISHARES TR | — | 156,860 | $4.0M | 0.84% | SOLD |
| 3 | USHY | ISHARES TR | — | 76,021 | $2.9M | 0.61% | SOLD |
| 4 | — | ISHARES TR | — | 106,629 | $2.5M | 0.53% | SOLD |
| 5 | JGRO | J P MORGAN EXCHANGE TRADED F | — | 15,658 | $1.5M | 0.31% | SOLD |
| 6 | MORT | VANECK ETF TRUST | — | 127,503 | $1.4M | 0.29% | SOLD |
| 7 | HYG | ISHARES TR | — | 11,415 | $927K | 0.20% | SOLD |
| 8 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 15,272 | $872K | 0.18% | SOLD |
| 9 | DEM | WISDOMTREE TR | — | 16,188 | $744K | 0.16% | SOLD |
| 10 | ACP | ABRDN INCOME CREDIT STRATEGI | Financial Services | 124,553 | $722K | 0.15% | SOLD |
| 11 | CPB | THE CAMPBELLS COMPANY | Consumer Defensive | 19,418 | $613K | 0.13% | SOLD |
| 12 | TTE | TOTALENERGIES SE | Energy | 9,970 | $605K | 0.13% | SOLD |
| 13 | SVOL | SIMPLIFY EXCHANGE TRADED FUN | — | 32,642 | $588K | 0.12% | SOLD |
| 14 | JD | JD.COM INC | Consumer Cyclical | 16,581 | $580K | 0.12% | SOLD |
| 15 | RA | BROOKFIELD REAL ASSETS INCOM | Financial Services | 43,040 | $575K | 0.12% | SOLD |
| 16 | BGX | BLACKSTONE LONG SHORT CR INC | Financial Services | 44,510 | $534K | 0.11% | SOLD |
| 17 | OGN | ORGANON & CO | Healthcare | 49,874 | $533K | 0.11% | SOLD |
| 18 | PDI | PIMCO DYNAMIC INCOME FD | Financial Services | 24,354 | $488K | 0.10% | SOLD |
| 19 | HUBS | HUBSPOT INC | Technology | 1,023 | $479K | 0.10% | SOLD |
| 20 | LIN | LINDE PLC | Basic Materials | 917 | $435K | 0.09% | SOLD |
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%