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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 16 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 URI UNITED RENTALS INC Industrials 308.0 $249K 0.05% +5.0 +1.6% $809.44 +33.0%
302 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 4,642.0 $249K 0.05% +149.0 +3.3% $53.64 +24.3%
303 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 889.0 $249K 0.05% +46.0 +5.5% $280.00 +11.6%
304 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 7,954.0 $248K 0.05% NEW $31.21 +0.9%
305 ZM ZOOM COMMUNICATIONS INC Technology 2,873.0 $248K 0.05% NEW $86.29 +0.1%
306 SYK STRYKER CORPORATION Healthcare 702.0 $247K 0.05% +136.0 +24.0% $352.27 -12.6%
307 UHS UNIVERSAL HLTH SVCS INC Healthcare 1,133.0 $247K 0.05% +18.0 +1.6% $217.93 -35.2%
308 ACGL ARCH CAP GROUP LTD Financial Services 2,573.0 $247K 0.05% NEW $95.92 -4.9%
309 SCHW SCHWAB CHARLES CORP Financial Services 2,457.0 $245K 0.05% NEW $99.90 -8.2%
310 SPOT SPOTIFY TECHNOLOGY S A Communication Services 423.0 $245K 0.05% -85.0 -16.7% $580.02 -19.3%
311 FCFS FIRSTCASH HOLDINGS INC Financial Services 1,529.0 $244K 0.05% +117.0 +8.3% $159.38 +42.5%
312 SAN BANCO SANTANDER SA Financial Services 20,732.0 $243K 0.05% NEW $11.73 +15.1%
313 DFAT DIMENSIONAL ETF TRUST 4,081.0 $243K 0.05% $59.55 +15.0%
314 ASX ASE TECHNOLOGY HLDG CO LTD Technology 15,090.0 $243K 0.05% +122.0 +0.8% $16.10 +151.9%
315 STT STATE STR CORP Financial Services 1,870.0 $241K 0.05% +10.0 +0.5% $129.01 +30.5%
316 MO ALTRIA GROUP INC Consumer Defensive 4,105.0 $241K 0.05% +604.0 +17.2% $58.73 +17.7%
317 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 3,760.0 $241K 0.05% NEW $64.04 +26.1%
318 LPLA LPL FINL HLDGS INC Financial Services 671.0 $240K 0.05% +6.0 +0.9% $357.19 -17.7%
319 MS MORGAN STANLEY Financial Services 1,340.0 $238K 0.05% NEW $177.60 +25.7%
320 VLO VALERO ENERGY CORP Energy 1,456.0 $237K 0.05% -33.0 -2.2% $162.79 +45.2%
Page 16 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%