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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 10 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 INTC INTEL CORP Technology 12,111.0 $447K 0.09% +3K +37.0% $36.90 +263.1%
182 PCG PG&E CORP Utilities 27,707.0 $447K 0.09% NEW $16.12 +2.2%
183 MET METLIFE INC Financial Services 5,574.0 $440K 0.09% +2K +41.5% $78.94 +8.4%
184 SN SHARKNINJA INC Consumer Cyclical 3,876.0 $434K 0.09% NEW $111.89 +25.9%
185 FCX FREEPORT-MCMORAN INC Basic Materials 8,524.0 $433K 0.08% NEW $50.79 +35.2%
186 IWF ISHARES TR 908.0 $430K 0.08% -157.0 -14.7% $473.20 -74.0%
187 LOW LOWES COS INC Consumer Cyclical 1,777.0 $429K 0.08% -17.0 -0.9% $241.23 -7.9%
188 CL COLGATE PALMOLIVE CO Consumer Defensive 5,413.0 $428K 0.08% +3K +88.5% $79.02 +13.2%
189 VZ VERIZON COMMUNICATIONS INC Communication Services 10,500.0 $428K 0.08% -2K -17.6% $40.73 +11.4%
190 GBCI GLACIER BANCORP INC NEW Financial Services 9,663.0 $426K 0.08% +60.0 +0.6% $44.05 +9.9%
191 UBER UBER TECHNOLOGIES INC Technology 5,165.0 $422K 0.08% -70.0 -1.3% $81.71 -12.3%
192 ETN EATON CORP PLC Industrials 1,318.0 $420K 0.08% -8.0 -0.6% $318.51 +32.4%
193 ASML ASML HOLDING N V Technology 391.0 $419K 0.08% -116.0 -22.9% $1071.18 +80.1%
194 AJG GALLAGHER ARTHUR J & CO Financial Services 1,602.0 $414K 0.08% -70.0 -4.2% $258.74 -17.3%
195 LMT LOCKHEED MARTIN CORP Industrials 844.0 $408K 0.08% +435.0 +106.4% $483.43 +5.7%
196 EQIX EQUINIX INC Real Estate 531.0 $407K 0.08% +82.0 +18.3% $765.66 +42.6%
197 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,415.0 $406K 0.08% +92.0 +7.0% $287.15 +21.5%
198 CI THE CIGNA GROUP Healthcare 1,465.0 $403K 0.08% +163.0 +12.5% $275.24 +1.5%
199 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,403.0 $402K 0.08% -49.0 -1.1% $91.20 -4.8%
200 ED CONSOLIDATED EDISON INC Utilities 4,043.0 $402K 0.08% +371.0 +10.1% $99.32 +7.1%
Page 10 of 19  ·  380 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%