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Portfolio (Quarterly) Guide ↗

DRIVE WEALTH MANAGEMENT, LLC

· CIK 0001952781
13F Portfolio $561M AUM 880 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 126 New 178 Added 139 Reduced 47 Exited
Page 5 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 B BARRICK MNG CORP Basic Materials 11,109.0 $408K 0.07% -563.0 -4.8% $36.73 +26.0%
82 FICO FAIR ISAAC CORP Technology 338.0 $404K 0.07% -94.0 -21.8% $1194.78 -3.8%
83 BCS BARCLAYS PLC Financial Services 14,742.0 $396K 0.07% -4K -19.6% $26.86 -1.4%
84 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,288.0 $395K 0.07% -115.0 -2.6% $92.09 -3.3%
85 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,448.0 $394K 0.07% -174.0 -10.7% $271.86 -14.9%
86 QQQ INVESCO QQQ TR Financial Services 534.0 $394K 0.07% -448.0 -45.6% $737.08 -3.5%
87 IVW ISHARES TR 2,849.0 $392K 0.07% -1K -26.9% $137.53 +0.6%
88 ING ING GROEP N.V. Financial Services 12,371.0 $388K 0.07% -2K -11.4% $31.38 +9.9%
89 NVS NOVARTIS AG Healthcare 2,459.0 $385K 0.07% -22.0 -0.9% $156.77 -0.3%
90 AEE AMEREN CORP Utilities 3,302.0 $373K 0.07% -202.0 -5.8% $113.04 -3.8%
91 RGEN REPLIGEN CORP Healthcare 2,680.0 $366K 0.07% -612.0 -18.6% $136.44 +32.1%
92 PEP PEPSICO INC Consumer Defensive 2,691.0 $364K 0.07% -1K -31.1% $135.42 +4.9%
93 RJF RAYMOND JAMES FINL INC Financial Services 2,348.0 $357K 0.06% -68.0 -2.8% $152.00 +13.4%
94 DIS DISNEY WALT CO Communication Services 3,641.0 $353K 0.06% -431.0 -10.6% $97.01 +10.6%
95 MET METLIFE INC Financial Services 4,168.0 $353K 0.06% -1K -25.2% $84.62 +10.4%
96 IBM INTERNATIONAL BUSINESS MACHS Technology 1,196.0 $336K 0.06% -1K -47.8% $281.11 -16.9%
97 NET CLOUDFLARE INC Technology 1,316.0 $323K 0.06% -14.0 -1.1% $245.28 +13.7%
98 BTI BRITISH AMERN TOB PLC Consumer Defensive 5,216.0 $322K 0.06% -1K -18.8% $61.76 -8.2%
99 COKE COCA COLA CONS INC Consumer Defensive 1,680.0 $321K 0.06% -123.0 -6.8% $190.96 -1.8%
100 NXST NEXSTAR MEDIA GROUP INC Communication Services 1,791.0 $320K 0.06% -23.0 -1.3% $178.62 +4.9%
Page 5 of 7  ·  139 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 37.5%
Financial Services 13.9%
Consumer Cyclical 9.0%
Industrials 9.0%
Communication Services 8.5%
Healthcare 7.6%
Consumer Defensive 5.8%
Energy 4.2%
Utilities 2.4%
Basic Materials 1.7%