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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 13 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VLO VALERO ENERGY CORP Energy 1,507.0 $392K 0.07% +51.0 +3.5% $260.43 +31.7%
242 IVW ISHARES TR 2,849.0 $392K 0.07% -1K -26.9% $137.53 +0.8%
243 UBER UBER TECHNOLOGIES INC Technology 5,416.0 $391K 0.07% +251.0 +4.9% $72.16 +8.9%
244 IREN IREN LIMITED Financial Services 8,529.0 $390K 0.07% $45.73 -3.8%
245 ING ING GROEP N.V. Financial Services 12,371.0 $388K 0.07% -2K -11.4% $31.38 +11.3%
246 JCI JOHNSON CONTROLS INTERNATION Industrials 2,641.0 $387K 0.07% +282.0 +11.9% $146.53 -0.9%
247 NVS NOVARTIS AG Healthcare 2,459.0 $385K 0.07% -22.0 -0.9% $156.77 +0.4%
248 MS MORGAN STANLEY Financial Services 1,817.0 $380K 0.07% +477.0 +35.6% $209.04 +1.4%
249 SBUX STARBUCKS CORP Consumer Cyclical 3,681.0 $376K 0.07% +232.0 +6.7% $102.19 +1.5%
250 MPWR MONOLITHIC PWR SYS INC Technology 271.0 $375K 0.07% +46.0 +20.4% $1385.04 -4.3%
251 KB KB FINL GROUP INC Financial Services 3,563.0 $374K 0.07% +48.0 +1.4% $104.95 +12.2%
252 AEE AMEREN CORP Utilities 3,302.0 $373K 0.07% -202.0 -5.8% $113.04 -4.3%
253 ARM ARM HOLDINGS PLC Technology 1,048.0 $371K 0.07% NEW $354.40 -30.1%
254 CFG CITIZENS FINL GROUP INC Financial Services 5,297.0 $371K 0.07% NEW $70.07 +0.5%
255 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 953.0 $369K 0.07% +294.0 +44.6% $386.76 +3.5%
256 NTRS NORTHERN TR CORP Financial Services 2,104.0 $367K 0.07% +475.0 +29.2% $174.65 +6.0%
257 CIEN CIENA CORP Technology 749.0 $367K 0.07% NEW $490.32 -19.5%
258 BRO BROWN & BROWN INC Financial Services 5,718.0 $367K 0.07% NEW $64.14 +12.4%
259 RGEN REPLIGEN CORP Healthcare 2,680.0 $366K 0.07% -612.0 -18.6% $136.44 +30.5%
260 PEP PEPSICO INC Consumer Defensive 2,691.0 $364K 0.07% -1K -31.1% $135.42 +4.9%
Page 13 of 23  ·  459 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%