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Portfolio (Quarterly) Guide ↗

DRIVE WEALTH MANAGEMENT, LLC

· CIK 0001952781
13F Portfolio $472M AUM Filed Oct 31, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 358 New
Page 15 of 18  ·  358 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,978.0 $248K 0.05% NEW $125.50 -18.3%
282 VGT VANGUARD WORLD FD 332.0 $248K 0.05% NEW $746.63 -83.9%
283 BTI BRITISH AMERN TOB PLC Consumer Defensive 4,629.0 $246K 0.05% NEW $53.08 +11.0%
284 NMR NOMURA HLDGS INC Financial Services 33,757.0 $245K 0.05% NEW $7.27 +23.4%
285 DELL DELL TECHNOLOGIES INC Technology 1,730.0 $245K 0.05% NEW $141.76 +189.2%
286 WMB WILLIAMS COS INC Energy 3,833.0 $243K 0.05% NEW $63.35 +15.4%
287 MSTR STRATEGY INC Technology 753.0 $243K 0.05% NEW $322.21 -65.1%
288 COIN COINBASE GLOBAL INC Financial Services 717.0 $242K 0.05% NEW $337.26 -51.6%
289 NVR NVR INC Consumer Cyclical 30.0 $241K 0.05% NEW $8034.67 -19.2%
290 COF CAPITAL ONE FINL CORP Financial Services 1,119.0 $238K 0.05% NEW $212.57 -5.2%
291 DFAT DIMENSIONAL ETF TRUST 4,080.0 $237K 0.05% NEW $58.21 +17.7%
292 PSTG PURE STORAGE INC Technology 2,829.0 $237K 0.05% NEW $83.81 +2.9%
293 SF STIFEL FINL CORP Financial Services 2,088.0 $237K 0.05% NEW $113.46 -35.2%
294 MO ALTRIA GROUP INC Consumer Defensive 3,501.0 $235K 0.05% NEW $67.11 +3.0%
295 KREF KKR REAL ESTATE FIN TR INC Real Estate 25,141.0 $233K 0.05% NEW $9.25 -23.7%
296 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,590.0 $231K 0.05% NEW $145.56 +86.7%
297 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,114.0 $231K 0.05% NEW $45.10 +19.7%
298 D DOMINION ENERGY INC Utilities 3,758.0 $230K 0.05% NEW $61.17 +11.8%
299 CL COLGATE PALMOLIVE CO Consumer Defensive 2,871.0 $229K 0.05% NEW $79.94 +11.9%
300 TDY TELEDYNE TECHNOLOGIES INC Technology 391.0 $229K 0.05% NEW $586.04 +5.7%
Page 15 of 18  ·  358 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 35.5%
Financial Services 14.5%
Communication Services 11.2%
Consumer Cyclical 10.5%
Healthcare 7.2%
Industrials 7.2%
Consumer Defensive 5.7%
Energy 4.2%
Basic Materials 1.8%
Utilities 1.8%