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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 4 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MA MASTERCARD INCORPORATED Financial Services 2,812.0 $1.6M 0.31% +130.0 +4.8% $570.75 -14.2%
62 IBDW ISHARES TR 74,733.0 $1.6M 0.31% -7K -8.5% $21.15 -1.7%
63 IBDV ISHARES TR 70,147.0 $1.5M 0.30% -7K -8.5% $22.07 -1.4%
64 ABBV ABBVIE INC Healthcare 6,688.0 $1.5M 0.30% +200.0 +3.1% $228.51 -5.3%
65 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 4,997.0 $1.5M 0.30% +33.0 +0.7% $304.67 +51.7%
66 DE DEERE & CO Industrials 3,218.0 $1.5M 0.29% -225.0 -6.5% $467.28 +26.1%
67 PLTR PALANTIR TECHNOLOGIES INC Technology 8,388.0 $1.5M 0.29% +2K +31.1% $177.74 -27.7%
68 IBDU ISHARES TR 63,446.0 $1.5M 0.29% -6K -8.2% $23.40 -1.3%
69 IBDT ISHARES TR 57,113.0 $1.5M 0.28% -5K -8.3% $25.46 -1.0%
70 MU MICRON TECHNOLOGY INC Technology 5,059.0 $1.4M 0.28% +921.0 +22.3% $285.54 +297.1%
71 ORCL ORACLE CORP Technology 7,246.0 $1.4M 0.28% +812.0 +12.6% $194.91 -5.5%
72 UNP UNION PAC CORP Industrials 6,086.0 $1.4M 0.28% -337.0 -5.2% $231.32 +11.0%
73 NFLX NETFLIX INC Communication Services 14,752.0 $1.4M 0.27% +13K +864.8% $93.76 -17.5%
74 NEM NEWMONT CORP Basic Materials 13,704.0 $1.4M 0.27% +2K +14.6% $99.85 +3.9%
75 CSCO CISCO SYS INC Technology 17,435.0 $1.3M 0.26% +934.0 +5.7% $77.03 +55.2%
76 KO COCA COLA CO Consumer Defensive 18,602.0 $1.3M 0.25% +7K +64.6% $69.91 +13.6%
77 BAC BANK AMERICA CORP Financial Services 23,574.0 $1.3M 0.25% +4K +22.8% $55.00 +2.2%
78 DFIV DIMENSIONAL ETF TRUST 25,359.0 $1.3M 0.25% +11K +71.6% $49.90 +10.9%
79 AMD ADVANCED MICRO DEVICES INC Technology 5,903.0 $1.3M 0.25% -72.0 -1.2% $214.15 +150.9%
80 CRM SALESFORCE INC Technology 4,755.0 $1.3M 0.25% -108.0 -2.2% $265.32 -42.8%
Page 4 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%