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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 17 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 VMC VULCAN MATLS CO Basic Materials 830.0 $237K 0.05% $285.14 +6.2%
322 ZION ZIONS BANCORPORATION N A Financial Services 4,012.0 $235K 0.05% $58.55 +13.0%
323 NU NU HLDGS LTD Financial Services 14,029.0 $235K 0.05% +1K +10.8% $16.74 -24.1%
324 KDP KEURIG DR PEPPER INC Consumer Defensive 8,384.0 $235K 0.05% NEW $28.01 +9.8%
325 WMB WILLIAMS COS INC Energy 3,896.0 $234K 0.05% +63.0 +1.6% $60.10 +21.7%
326 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,622.0 $233K 0.05% +32.0 +2.0% $143.85 +89.0%
327 XEL XCEL ENERGY INC Utilities 3,116.0 $232K 0.04% +27.0 +0.9% $74.42 +4.0%
328 FELG FIDELITY COVINGTON TRUST 5,545.0 $231K 0.04% -905.0 -14.0% $41.70 +4.8%
329 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 659.0 $231K 0.04% NEW $350.32 +10.9%
330 WTFC WINTRUST FINL CORP Financial Services 1,639.0 $229K 0.04% $139.82 +10.2%
331 IWY ISHARES TR 826.0 $229K 0.04% $276.94 +4.3%
332 SLV ISHARES SILVER TR Financial Services 3,549.0 $229K 0.04% NEW $64.42 -7.6%
333 ITW ILLINOIS TOOL WKS INC Industrials 919.0 $228K 0.04% -40.0 -4.2% $247.99 +6.5%
334 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 1,798.0 $226K 0.04% NEW $125.87 -30.7%
335 SPGP INVESCO EXCHANGE TRADED FD T 1,976.0 $225K 0.04% -1K -34.9% $113.87 +5.7%
336 JLL JONES LANG LASALLE INC Real Estate 666.0 $224K 0.04% NEW $336.47 -11.6%
337 NTRS NORTHERN TR CORP Financial Services 1,629.0 $224K 0.04% NEW $137.39 +25.3%
338 BSV VANGUARD BD INDEX FDS 2,812.0 $222K 0.04% $78.81 -1.3%
339 RDY DR REDDYS LABS LTD Healthcare 15,697.0 $220K 0.04% +3K +19.4% $14.04 -5.3%
340 IDXX IDEXX LABS INC Healthcare 325.0 $220K 0.04% +9.0 +2.9% $675.57 -16.8%
Page 17 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%