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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 15 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CHKP CHECK POINT SOFTWARE TECH LT Technology 1,435.0 $266K 0.05% -14.0 -1.0% $185.56 -34.1%
282 KMI KINDER MORGAN INC DEL Energy 9,667.0 $266K 0.05% NEW $27.49 +14.9%
283 VGT VANGUARD WORLD FD 351.0 $265K 0.05% +19.0 +5.7% $753.94 -84.1%
284 MMM 3M CO Industrials 1,652.0 $264K 0.05% NEW $160.08 +0.3%
285 NET CLOUDFLARE INC Technology 1,330.0 $262K 0.05% +323.0 +32.1% $197.15 +13.6%
286 EHC ENCOMPASS HEALTH CORP Healthcare 2,454.0 $261K 0.05% -38.0 -1.5% $106.16 -7.7%
287 TECHNIPFMC PLC 5,838.0 $260K 0.05% NEW $44.56
288 PJAN INNOVATOR ETFS TRUST 5,516.0 $259K 0.05% -457.0 -7.7% $47.02 +5.2%
289 CEG CONSTELLATION ENERGY CORP Utilities 729.0 $258K 0.05% +105.0 +16.8% $353.48 -22.5%
290 FERROVIAL SE 3,983.0 $257K 0.05% +203.0 +5.4% $64.60
291 GNW GENWORTH FINL INC Financial Services 28,439.0 $257K 0.05% +7K +31.0% $9.03 -0.9%
292 FORTINET INC 3,226.0 $256K 0.05% NEW $79.40
293 SNPS SYNOPSYS INC Technology 541.0 $254K 0.05% -7.0 -1.3% $469.29 -2.9%
294 BRBR BELLRING BRANDS INC Consumer Defensive 9,496.0 $254K 0.05% NEW $26.73 -64.6%
295 DELL DELL TECHNOLOGIES INC Technology 2,012.0 $253K 0.05% +282.0 +16.3% $125.86 +225.4%
296 PSTG PURE STORAGE INC Technology 3,755.0 $252K 0.05% +926.0 +32.7% $67.01 +11.5%
297 WEC WEC ENERGY GROUP INC Utilities 2,385.0 $251K 0.05% -56.0 -2.3% $105.44 +6.4%
298 BDX BECTON DICKINSON & CO Healthcare 1,294.0 $251K 0.05% NEW $194.02 -25.8%
299 TMO THERMO FISHER SCIENTIFIC INC Healthcare 433.0 $251K 0.05% NEW $579.67 -19.8%
300 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 512.0 $249K 0.05% NEW $487.25 +10.1%
Page 15 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%