Portfolio (Quarterly)
Guide ↗
DRIVE WEALTH MANAGEMENT, LLC
· CIK 0001952781| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | CHKP | CHECK POINT SOFTWARE TECH LT | Technology | 1,435 | $266K | 0.05% | SOLD |
| 22 | MMM | 3M CO | Industrials | 1,652 | $264K | 0.05% | SOLD |
| 23 | CEG | CONSTELLATION ENERGY CORP | Utilities | 729 | $258K | 0.05% | SOLD |
| 24 | BDX | BECTON DICKINSON & CO | Healthcare | 1,294 | $251K | 0.05% | SOLD |
| 25 | ZM | ZOOM COMMUNICATIONS INC | Technology | 2,873 | $248K | 0.05% | SOLD |
| 26 | SYK | STRYKER CORPORATION | Healthcare | 702 | $247K | 0.05% | SOLD |
| 27 | UHS | UNIVERSAL HLTH SVCS INC | Healthcare | 1,133 | $247K | 0.05% | SOLD |
| 28 | SCHW | SCHWAB CHARLES CORP | Financial Services | 2,457 | $245K | 0.05% | SOLD |
| 29 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 423 | $245K | 0.05% | SOLD |
| 30 | LPLA | LPL FINL HLDGS INC | Financial Services | 671 | $240K | 0.05% | SOLD |
| 31 | KDP | KEURIG DR PEPPER INC | Consumer Defensive | 8,384 | $235K | 0.05% | SOLD |
| 32 | FELG | FIDELITY COVINGTON TRUST | — | 5,545 | $231K | 0.04% | SOLD |
| 33 | SPGP | INVESCO EXCHANGE TRADED FD T | — | 1,976 | $225K | 0.04% | SOLD |
| 34 | JLL | JONES LANG LASALLE INC | Real Estate | 666 | $224K | 0.04% | SOLD |
| 35 | BSV | VANGUARD BD INDEX FDS | — | 2,812 | $222K | 0.04% | SOLD |
| 36 | IDXX | IDEXX LABS INC | Healthcare | 325 | $220K | 0.04% | SOLD |
| 37 | UAL | UNITED AIRLS HLDGS INC | Industrials | 1,951 | $218K | 0.04% | SOLD |
| 38 | IONQ | IONQ INC | Technology | 4,664 | $209K | 0.04% | SOLD |
| 39 | WTW | WILLIS TOWERS WATSON PLC LTD | Financial Services | 626 | $206K | 0.04% | SOLD |
| 40 | MDT | MEDTRONIC PLC | Healthcare | 2,128 | $205K | 0.04% | SOLD |
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%