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Portfolio (Quarterly) Guide ↗

DRIVE WEALTH MANAGEMENT, LLC

· CIK 0001952781
13F Portfolio $472M AUM Filed Oct 31, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 358 New
Page 6 of 18  ·  358 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 KVUE KENVUE INC Consumer Defensive 52,558.0 $853K 0.18% NEW $16.23 +11.6%
102 HCA HCA HEALTHCARE INC Healthcare 1,972.0 $841K 0.18% NEW $426.26 -12.0%
103 PM PHILIP MORRIS INTL INC Consumer Defensive 5,156.0 $836K 0.18% NEW $162.19 +10.0%
104 DFUV DIMENSIONAL ETF TRUST 18,709.0 $836K 0.18% NEW $44.69 +22.2%
105 SPYV SPDR SERIES TRUST 14,850.0 $822K 0.17% NEW $55.33 +10.0%
106 WM WASTE MGMT INC DEL Industrials 3,651.0 $806K 0.17% NEW $220.83 -2.8%
107 NOC NORTHROP GRUMMAN CORP Industrials 1,283.0 $781K 0.17% NEW $609.11 -14.4%
108 GS GOLDMAN SACHS GROUP INC Financial Services 967.0 $770K 0.16% NEW $796.26 +37.7%
109 RUN SUNRUN INC Energy 43,920.0 $759K 0.16% NEW $17.29 -21.8%
110 IAU ISHARES GOLD TR Financial Services 10,432.0 $759K 0.16% NEW $72.77 +9.0%
111 KO COCA COLA CO Consumer Defensive 11,303.0 $756K 0.16% NEW $66.92 +18.6%
112 KEYS KEYSIGHT TECHNOLOGIES INC Technology 4,271.0 $747K 0.16% NEW $174.90 +107.9%
113 DEM WISDOMTREE TR 16,188.0 $744K 0.16% NEW $45.99 +21.1%
114 NOW SERVICENOW INC Technology 789.0 $726K 0.15% NEW $920.37 -89.7%
115 ACP ABRDN INCOME CREDIT STRATEGI Financial Services 124,553.0 $722K 0.15% NEW $5.80 -9.1%
116 UNH UNITEDHEALTH GROUP INC Healthcare 2,063.0 $712K 0.15% NEW $345.34 +16.1%
117 MU MICRON TECHNOLOGY INC Technology 4,138.0 $692K 0.15% NEW $167.33 +577.7%
118 DFIV DIMENSIONAL ETF TRUST 14,775.0 $681K 0.14% NEW $46.12 +19.9%
119 JNJ JOHNSON & JOHNSON Healthcare 3,644.0 $676K 0.14% NEW $185.41 +23.2%
120 COP CONOCOPHILLIPS Energy 7,097.0 $671K 0.14% NEW $94.59 +13.9%
Page 6 of 18  ·  358 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 35.5%
Financial Services 14.5%
Communication Services 11.2%
Consumer Cyclical 10.5%
Healthcare 7.2%
Industrials 7.2%
Consumer Defensive 5.7%
Energy 4.2%
Basic Materials 1.8%
Utilities 1.8%