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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 4 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DAL DELTA AIR LINES INC DEL Industrials 3,126.0 $217K 0.04% NEW $69.39 +21.3%
62 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 784.0 $216K 0.04% NEW $276.13 +287.6%
63 E ENI S P A Energy 5,628.0 $214K 0.04% NEW $37.94 +29.0%
64 TFC TRUIST FINL CORP Financial Services 4,313.0 $212K 0.04% NEW $49.21 -1.8%
65 HAL HALLIBURTON CO Energy 7,385.0 $209K 0.04% NEW $28.26 +23.6%
66 ALL ALLSTATE CORP Financial Services 989.0 $207K 0.04% NEW $209.19 +5.7%
67 MDT MEDTRONIC PLC Healthcare 2,128.0 $205K 0.04% NEW $96.55 -17.8%
68 CMS CMS ENERGY CORP Utilities 2,916.0 $204K 0.04% NEW $69.93 +4.9%
69 VSTS VESTIS CORPORATION Industrials 22,702.0 $151K 0.03% NEW $6.67 +93.1%
70 DHT DHT HOLDINGS INC Energy 10,437.0 $127K 0.03% NEW $12.21 +54.7%
71 ADT ADT INC DEL Industrials 11,025.0 $90K 0.02% NEW $8.13 -19.0%
72 ITUB ITAU UNIBANCO HLDG S A Financial Services 10,215.0 $73K 0.01% NEW $7.16 +8.8%
73 FIP FTAI INFRASTRUCTURE INC Industrials 12,748.0 $59K 0.01% NEW $4.61 +4.3%
74 MPT MEDICAL PPTYS TRUST INC Financial Services 10,917.0 $56K 0.01% NEW $5.10 -11.2%
75 NWL NEWELL BRANDS INC Consumer Defensive 11,091.0 $41K 0.01% NEW $3.72 +32.3%
76 ASPN ASPEN AEROGELS INC Industrials 10,655.0 $30K 0.01% NEW $2.83 +123.3%
Page 4 of 4  ·  76 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%