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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 12 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FAST FASTENAL CO Industrials 9,106.0 $365K 0.07% -180.0 -1.9% $40.13 +14.4%
222 GM GENERAL MTRS CO Consumer Cyclical 4,474.0 $364K 0.07% $81.32 -2.5%
223 GLD SPDR GOLD TR Financial Services 917.0 $363K 0.07% -295.0 -24.3% $396.31 -2.3%
224 SCCO SOUTHERN COPPER CORP Basic Materials 2,531.0 $363K 0.07% +16.0 +0.6% $143.47 +34.5%
225 FDX FEDEX CORP Industrials 1,223.0 $355K 0.07% NEW $290.22 +12.4%
226 AEE AMEREN CORP Utilities 3,504.0 $350K 0.07% +216.0 +6.6% $99.85 +8.8%
227 USB US BANCORP DEL Financial Services 6,468.0 $349K 0.07% NEW $53.88 +7.9%
228 HON HONEYWELL INTL INC Industrials 1,784.0 $348K 0.07% -20.0 -1.1% $195.12 +17.4%
229 ICICI BANK LIMITED 11,666.0 $348K 0.07% +869.0 +8.1% $29.80
230 TM TOYOTA MOTOR CORP Consumer Cyclical 1,624.0 $348K 0.07% +229.0 +16.4% $214.02 -18.7%
231 AZO AUTOZONE INC Consumer Cyclical 102.0 $346K 0.07% +2.0 +2.0% $3391.51 -9.6%
232 PMAY INNOVATOR ETFS TRUST 8,643.0 $342K 0.07% $39.59 +4.4%
233 NVS NOVARTIS AG Healthcare 2,481.0 $342K 0.07% NEW $137.89 +6.7%
234 FIX COMFORT SYS USA INC Industrials 361.0 $337K 0.07% NEW $933.32 +110.8%
235 AEP AMERICAN ELEC PWR CO INC Utilities 2,918.0 $336K 0.07% +173.0 +6.3% $115.29 +10.8%
236 CTAS CINTAS CORP Industrials 1,782.0 $335K 0.07% -12.0 -0.7% $188.11 -9.2%
237 AIG AMERICAN INTL GROUP INC Financial Services 3,908.0 $334K 0.07% +431.0 +12.4% $85.55 -13.5%
238 ADI ANALOG DEVICES INC Technology 1,228.0 $333K 0.07% +187.0 +18.0% $271.13 +60.2%
239 CNC CENTENE CORP DEL Healthcare 8,088.0 $333K 0.07% NEW $41.15 +48.3%
240 SONY SONY GROUP CORP Technology 12,963.0 $332K 0.07% +3K +27.1% $25.60 -20.6%
Page 12 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%