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Portfolio (Quarterly) Guide ↗

DRIVE WEALTH MANAGEMENT, LLC

· CIK 0001952781
13F Portfolio $472M AUM Filed Oct 31, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 358 New
Page 17 of 18  ·  358 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 NET CLOUDFLARE INC Technology 1,007.0 $216K 0.05% NEW $214.59 +4.4%
322 STT STATE STR CORP Financial Services 1,860.0 $216K 0.05% NEW $116.00 +45.1%
323 AX AXOS FINANCIAL INC Financial Services 2,514.0 $213K 0.04% NEW $84.65 +4.0%
324 SSRM SSR MINING IN Basic Materials 8,712.0 $213K 0.04% NEW $24.42 +26.7%
325 FERG FERGUSON ENTERPRISES INC Industrials 944.0 $213K 0.04% NEW $225.36 +5.8%
326 EXC EXELON CORP Utilities 4,700.0 $212K 0.04% NEW $45.01 +1.8%
327 TSCO TRACTOR SUPPLY CO Consumer Cyclical 3,712.0 $211K 0.04% NEW $56.86 -46.8%
328 SYK STRYKER CORPORATION Healthcare 566.0 $210K 0.04% NEW $370.35 -16.9%
329 WLFC WILLIS LEASE FIN CORP Industrials 1,529.0 $210K 0.04% NEW $137.06 +50.6%
330 CORPAY INC 727.0 $209K 0.04% NEW $288.06
331 APD AIR PRODS & CHEMS INC Basic Materials 766.0 $209K 0.04% NEW $272.83 +2.7%
332 MDLZ MONDELEZ INTL INC Consumer Defensive 3,301.0 $208K 0.04% NEW $62.96 -4.5%
333 MRVL MARVELL TECHNOLOGY INC Technology 2,457.0 $207K 0.04% NEW $84.07 +269.4%
334 CEG CONSTELLATION ENERGY CORP Utilities 624.0 $205K 0.04% NEW $329.22 -16.8%
335 PYPL PAYPAL HLDGS INC Financial Services 3,060.0 $205K 0.04% NEW $67.06 -36.6%
336 LMT LOCKHEED MARTIN CORP Industrials 409.0 $204K 0.04% NEW $499.16 +2.4%
337 NU NU HLDGS LTD Financial Services 12,658.0 $203K 0.04% NEW $16.01 -20.6%
338 HAFN HAFNIA LTD Industrials 33,724.0 $202K 0.04% NEW $5.99 +20.7%
339 IDXX IDEXX LABS INC Healthcare 316.0 $202K 0.04% NEW $637.95 -11.9%
340 MPWR MONOLITHIC PWR SYS INC Technology 218.0 $201K 0.04% NEW $921.16 +69.8%
Page 17 of 18  ·  358 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 35.5%
Financial Services 14.5%
Communication Services 11.2%
Consumer Cyclical 10.5%
Healthcare 7.2%
Industrials 7.2%
Consumer Defensive 5.7%
Energy 4.2%
Basic Materials 1.8%
Utilities 1.8%