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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 19 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 EHC ENCOMPASS HEALTH CORP Healthcare 2,411.0 $244K 0.04% -43.0 -1.8% $101.07 +19.6%
362 AX AXOS FINANCIAL INC Financial Services 2,495.0 $243K 0.04% -13.0 -0.5% $97.39 -1.5%
363 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 7,161.0 $243K 0.04% -793.0 -10.0% $33.88 +8.6%
364 CVS CVS HEALTH CORP Healthcare 2,344.0 $242K 0.04% NEW $103.45 -9.5%
365 HONEYWELL INTL INC 1,082.0 $242K 0.04% NEW $223.90
366 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 3,413.0 $242K 0.04% NEW $70.88 +3.9%
367 ILMN ILLUMINA INC Healthcare 1,370.0 $241K 0.04% NEW $175.83 +21.3%
368 IWY ISHARES TR 826.0 $240K 0.04% $290.62 -2.1%
369 SSRM SSR MINING IN Basic Materials 8,488.0 $240K 0.04% NEW $28.28 +30.2%
370 HONEYWELL AEROSPACE INC 1,082.0 $239K 0.04% NEW $221.08
371 EFG ISHARES TR 1,919.0 $239K 0.04% NEW $124.42 +0.3%
372 TM TOYOTA MOTOR CORP Consumer Cyclical 1,409.0 $237K 0.04% -215.0 -13.2% $168.46 +14.1%
373 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 438.0 $237K 0.04% -74.0 -14.4% $541.83 -3.8%
374 SLV ISHARES SILVER TR Financial Services 4,426.0 $237K 0.04% +877.0 +24.7% $53.47 +15.3%
375 FERG FERGUSON ENTERPRISES INC Industrials 993.0 $237K 0.04% +44.0 +4.6% $238.30 +0.5%
376 ENTERGY CORP NEW 2,059.0 $236K 0.04% NEW $114.86
377 KHC KRAFT HEINZ CO Consumer Defensive 9,992.0 $236K 0.04% NEW $23.62 +8.3%
378 EXEL EXELIXIS INC Healthcare 4,338.0 $236K 0.04% NEW $54.40 -1.3%
379 EXPE EXPEDIA GROUP INC Consumer Cyclical 922.0 $236K 0.04% -48.0 -5.0% $255.94 +26.7%
380 ARMK ARAMARK Industrials 4,147.0 $236K 0.04% NEW $56.89 +4.4%
Page 19 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 37.5%
Financial Services 13.9%
Consumer Cyclical 9.0%
Industrials 9.0%
Communication Services 8.5%
Healthcare 7.6%
Consumer Defensive 5.8%
Energy 4.2%
Utilities 2.4%
Basic Materials 1.7%