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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 15 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PCAR PACCAR INC Industrials 2,730.0 $328K 0.06% +128.0 +4.9% $120.12 +9.1%
282 UPS UNITED PARCEL SVCS INC Industrials 3,038.0 $327K 0.06% NEW $107.49 -5.1%
283 COHR COHERENT CORP Technology 825.0 $325K 0.06% NEW $394.47 -26.6%
284 FFIV F5 INC Technology 781.0 $325K 0.06% NEW $415.96 -7.5%
285 NET CLOUDFLARE INC Technology 1,316.0 $323K 0.06% -14.0 -1.1% $245.28 +19.5%
286 BTI BRITISH AMERN TOB PLC Consumer Defensive 5,216.0 $322K 0.06% -1K -18.8% $61.76 -9.0%
287 STT STATE STR CORP Financial Services 1,897.0 $322K 0.06% +27.0 +1.4% $169.57 +10.4%
288 COKE COCA COLA CONS INC Consumer Defensive 1,680.0 $321K 0.06% -123.0 -6.8% $190.96 -1.0%
289 NXST NEXSTAR MEDIA GROUP INC Communication Services 1,791.0 $320K 0.06% -23.0 -1.3% $178.62 +4.2%
290 WMB WILLIAMS COS INC Energy 4,303.0 $320K 0.06% +407.0 +10.4% $74.33 -5.2%
291 EME EMCOR GROUP INC Industrials 385.0 $320K 0.06% NEW $829.97 -6.4%
292 GLD SPDR GOLD TR Financial Services 867.0 $319K 0.06% -50.0 -5.5% $368.38 +14.9%
293 SAP SAP SE Technology 2,071.0 $319K 0.06% -217.0 -9.5% $154.09 +41.9%
294 KYMR KYMERA THERAPEUTICS INC Healthcare 2,773.0 $318K 0.06% -24.0 -0.9% $114.67 +4.5%
295 MO ALTRIA GROUP INC Consumer Defensive 4,343.0 $317K 0.06% +238.0 +5.8% $73.01 -9.5%
296 CME CME GROUP INC Financial Services 1,431.0 $316K 0.06% -239.0 -14.3% $220.83 +24.5%
297 SCHD SCHWAB STRATEGIC TR 9,908.0 $314K 0.06% -11K -52.0% $31.71 +10.7%
298 ALL ALLSTATE CORP Financial Services 1,314.0 $314K 0.06% +325.0 +32.9% $238.93 +6.2%
299 SNEX STONEX GROUP INC Financial Services 2,641.0 $313K 0.06% NEW $118.48 -42.2%
300 DFUS DIMENSIONAL ETF TRUST 3,773.0 $309K 0.06% -1K -24.8% $81.93 +2.1%
Page 15 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 38.3%
Financial Services 14.1%
Consumer Cyclical 9.2%
Industrials 9.2%
Healthcare 7.8%
Communication Services 6.6%
Consumer Defensive 6.0%
Energy 4.3%
Utilities 2.4%
Basic Materials 1.8%