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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 2 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CRWD CROWDSTRIKE HLDGS INC Technology 3,486.0 $1.6M 0.32% -140.0 -3.9% $468.70 +46.1%
22 CVX CHEVRON CORP NEW Energy 10,693.0 $1.6M 0.32% -588.0 -5.2% $152.42 +13.9%
23 MCD MCDONALDS CORP Consumer Cyclical 5,262.0 $1.6M 0.31% -299.0 -5.4% $305.63 -8.8%
24 IBDW ISHARES TR 74,733.0 $1.6M 0.31% -7K -8.5% $21.15 -1.7%
25 IBDV ISHARES TR 70,147.0 $1.5M 0.30% -7K -8.5% $22.07 -1.4%
26 DE DEERE & CO Industrials 3,218.0 $1.5M 0.29% -225.0 -6.5% $467.28 +26.1%
27 IBDU ISHARES TR 63,446.0 $1.5M 0.29% -6K -8.2% $23.40 -1.3%
28 IBDT ISHARES TR 57,113.0 $1.5M 0.28% -5K -8.3% $25.46 -1.0%
29 UNP UNION PAC CORP Industrials 6,086.0 $1.4M 0.28% -337.0 -5.2% $231.32 +11.0%
30 AMD ADVANCED MICRO DEVICES INC Technology 5,903.0 $1.3M 0.25% -72.0 -1.2% $214.15 +150.9%
31 CRM SALESFORCE INC Technology 4,755.0 $1.3M 0.25% -108.0 -2.2% $265.32 -42.8%
32 TXT TEXTRON INC Industrials 13,431.0 $1.2M 0.23% -237.0 -1.7% $87.19 +2.6%
33 J P MORGAN EXCHANGE TRADED F 17,065.0 $1.1M 0.21% -1K -5.8% $63.18
34 SPYG SPDR SERIES TRUST 9,804.0 $1.0M 0.20% -2K -19.6% $106.71 +12.0%
35 SYY SYSCO CORP Consumer Defensive 13,354.0 $984K 0.19% -2K -11.7% $73.69 +6.8%
36 HD HOME DEPOT INC Consumer Cyclical 2,720.0 $936K 0.18% -307.0 -10.1% $344.14 -2.9%
37 HCA HCA HEALTHCARE INC Healthcare 1,907.0 $891K 0.17% -65.0 -3.3% $466.99 -19.7%
38 PG PROCTER AND GAMBLE CO Consumer Defensive 6,133.0 $879K 0.17% -2K -22.2% $143.30 +4.9%
39 DFUV DIMENSIONAL ETF TRUST 18,089.0 $843K 0.16% -620.0 -3.3% $46.59 +17.2%
40 KEYS KEYSIGHT TECHNOLOGIES INC Technology 4,063.0 $825K 0.16% -208.0 -4.9% $203.16 +79.0%
Page 2 of 5  ·  98 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%