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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 18 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 NVNI NVNI GROUP LIMITED Technology 82,502.0 $219K 0.04% NEW $2.65 -64.2%
342 UAL UNITED AIRLS HLDGS INC Industrials 1,951.0 $218K 0.04% NEW $111.79 +5.8%
343 KYMR KYMERA THERAPEUTICS INC Healthcare 2,797.0 $218K 0.04% NEW $77.81 +16.2%
344 DAL DELTA AIR LINES INC DEL Industrials 3,126.0 $217K 0.04% NEW $69.39 +21.3%
345 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 784.0 $216K 0.04% NEW $276.13 +287.6%
346 AX AXOS FINANCIAL INC Financial Services 2,508.0 $216K 0.04% $86.16 +2.2%
347 EXC EXELON CORP Utilities 4,944.0 $216K 0.04% +244.0 +5.2% $43.59 +5.1%
348 TXN TEXAS INSTRS INC Technology 1,236.0 $214K 0.04% +26.0 +2.1% $173.53 +86.1%
349 D DOMINION ENERGY INC Utilities 3,650.0 $214K 0.04% -108.0 -2.9% $58.58 +16.8%
350 E ENI S P A Energy 5,628.0 $214K 0.04% NEW $37.94 +29.0%
351 CORPAY INC 709.0 $213K 0.04% -18.0 -2.5% $300.93
352 TFC TRUIST FINL CORP Financial Services 4,313.0 $212K 0.04% NEW $49.21 -1.8%
353 FERG FERGUSON ENTERPRISES INC Industrials 949.0 $211K 0.04% +5.0 +0.5% $222.62 +7.1%
354 IONQ IONQ INC Technology 4,664.0 $209K 0.04% +412.0 +9.7% $44.87 +26.0%
355 HAL HALLIBURTON CO Energy 7,385.0 $209K 0.04% NEW $28.26 +23.6%
356 ALL ALLSTATE CORP Financial Services 989.0 $207K 0.04% NEW $209.19 +5.7%
357 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 626.0 $206K 0.04% $329.45 -22.5%
358 MDT MEDTRONIC PLC Healthcare 2,128.0 $205K 0.04% NEW $96.55 -17.8%
359 MPWR MONOLITHIC PWR SYS INC Technology 225.0 $204K 0.04% +7.0 +3.2% $907.46 +72.3%
360 CMS CMS ENERGY CORP Utilities 2,916.0 $204K 0.04% NEW $69.93 +4.9%
Page 18 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%