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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 2 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EFV ISHARES TR 82,044.0 $5.9M 1.14% -7K -8.3% $71.41 +7.3%
22 TSLA TESLA INC Consumer Cyclical 13,021.0 $5.9M 1.14% +642.0 +5.2% $449.73 -10.9%
23 EVTR MORGAN STANLEY ETF TRUST 85,350.0 $4.4M 0.86% NEW $51.50 -1.3%
24 TFLO ISHARES TR 85,214.0 $4.3M 0.84% +27K +45.7% $50.46 +0.3%
25 VTI VANGUARD INDEX FDS 11,724.0 $3.9M 0.77% -510.0 -4.2% $335.28 +10.4%
26 MSTR STRATEGY INC Technology 25,508.0 $3.9M 0.76% +25K +3287.5% $151.95 -25.9%
27 NUTX NUTEX HEALTH INC Healthcare 23,364.0 $3.8M 0.75% $164.62 -8.6%
28 XOM EXXON MOBIL CORP Energy 31,805.0 $3.8M 0.75% -1K -3.8% $120.34 +14.5%
29 GSIE GOLDMAN SACHS ETF TR 88,135.0 $3.8M 0.74% +9K +11.5% $42.94 +7.9%
30 SJNK SPDR SERIES TRUST 144,422.0 $3.7M 0.71% +23K +18.8% $25.32 -1.1%
31 IBDR ISHARES TR 147,929.0 $3.6M 0.70% -14K -8.6% $24.23 -0.0%
32 WMT WALMART INC Consumer Defensive 30,602.0 $3.4M 0.67% +2K +8.5% $111.64 +5.0%
33 CAT CATERPILLAR INC Industrials 5,932.0 $3.4M 0.66% +51.0 +0.9% $572.82 +72.1%
34 GSID GOLDMAN SACHS ETF TR 48,989.0 $3.4M 0.66% +5K +11.3% $69.32 +10.2%
35 JPM JPMORGAN CHASE & CO. Financial Services 9,819.0 $3.2M 0.62% +230.0 +2.4% $322.19 +0.9%
36 SRLN SSGA ACTIVE ETF TR 73,104.0 $3.0M 0.59% -100K -57.8% $41.27 -2.2%
37 LLY ELI LILLY & CO Healthcare 2,764.0 $3.0M 0.58% +225.0 +8.9% $1074.90 +2.2%
38 V VISA INC Financial Services 8,219.0 $2.9M 0.56% -501.0 -5.8% $350.75 -6.7%
39 VOO VANGUARD INDEX FDS 4,589.0 $2.9M 0.56% +742.0 +19.3% $627.09 +9.7%
40 JPIE J P MORGAN EXCHANGE TRADED F 59,103.0 $2.7M 0.54% +9K +18.2% $46.50 -1.2%
Page 2 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%