Portfolio (Quarterly)
Guide ↗
DRIVE WEALTH MANAGEMENT, LLC
· CIK 0001952781| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | GSY | INVESCO ACTIVELY MANAGED EXC | — | 8,134 | $409K | 0.09% | SOLD |
| 22 | SHV | ISHARES TR | — | 3,696 | $408K | 0.09% | SOLD |
| 23 | — | KELLANOVA | — | 4,099 | $336K | 0.07% | SOLD |
| 24 | UL | UNILEVER PLC | Consumer Defensive | 5,289 | $314K | 0.07% | SOLD |
| 25 | QLD | PROSHARES TR | — | 2,204 | $302K | 0.06% | SOLD |
| 26 | SPY | SPDR S&P 500 ETF TR | Financial Services | 430 | $287K | 0.06% | SOLD |
| 27 | FG | F&G ANNUITIES & LIFE INC | Financial Services | 9,127 | $285K | 0.06% | SOLD |
| 28 | MDYG | SPDR SERIES TRUST | — | 3,083 | $282K | 0.06% | SOLD |
| 29 | KHC | KRAFT HEINZ CO | Consumer Defensive | 10,498 | $273K | 0.06% | SOLD |
| 30 | DBC | INVESCO DB COMMDY INDX TRCK | Financial Services | 11,906 | $268K | 0.06% | SOLD |
| 31 | — | NVNI GROUP LIMITED | — | 308,761 | $256K | 0.05% | SOLD |
| 32 | NCNO | NCINO INC | Technology | 9,443 | $256K | 0.05% | SOLD |
| 33 | CLOX | SERIES PORTFOLIOS TR | — | 10,000 | $256K | 0.05% | SOLD |
| 34 | GIS | GENERAL MLS INC | Consumer Defensive | 4,991 | $252K | 0.05% | SOLD |
| 35 | FFIV | F5 INC | Technology | 778 | $251K | 0.05% | SOLD |
| 36 | QIS | SIMPLIFY EXCHANGE TRADED FUN | — | 13,084 | $251K | 0.05% | SOLD |
| 37 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 1,978 | $248K | 0.05% | SOLD |
| 38 | COIN | COINBASE GLOBAL INC | Financial Services | 717 | $242K | 0.05% | SOLD |
| 39 | NVR | NVR INC | Consumer Cyclical | 30 | $241K | 0.05% | SOLD |
| 40 | KREF | KKR REAL ESTATE FIN TR INC | Real Estate | 25,141 | $233K | 0.05% | 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%