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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 6 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RUN SUNRUN INC Energy 48,570.0 $894K 0.17% +5K +10.6% $18.40 -26.5%
102 HCA HCA HEALTHCARE INC Healthcare 1,907.0 $891K 0.17% -65.0 -3.3% $466.99 -19.7%
103 GS GOLDMAN SACHS GROUP INC Financial Services 1,013.0 $890K 0.17% +46.0 +4.8% $878.78 +24.8%
104 TJX TJX COS INC NEW Consumer Cyclical 5,781.0 $888K 0.17% +2K +49.6% $153.60 +6.6%
105 PG PROCTER AND GAMBLE CO Consumer Defensive 6,133.0 $879K 0.17% -2K -22.2% $143.30 +4.9%
106 JNJ JOHNSON & JOHNSON Healthcare 4,117.0 $852K 0.17% +473.0 +13.0% $206.92 +10.4%
107 DFUV DIMENSIONAL ETF TRUST 18,089.0 $843K 0.16% -620.0 -3.3% $46.59 +17.2%
108 WM WASTE MGMT INC DEL Industrials 3,834.0 $842K 0.16% +183.0 +5.0% $219.74 -2.3%
109 MRK MERCK & CO INC Healthcare 7,929.0 $842K 0.16% +3K +47.4% $106.14 +7.3%
110 AMAT APPLIED MATLS INC Technology 3,226.0 $829K 0.16% +234.0 +7.8% $256.98 +140.1%
111 KEYS KEYSIGHT TECHNOLOGIES INC Technology 4,063.0 $825K 0.16% -208.0 -4.9% $203.16 +79.0%
112 UNH UNITEDHEALTH GROUP INC Healthcare 2,367.0 $781K 0.15% +304.0 +14.7% $330.10 +21.5%
113 NTSE WISDOMTREE TR 20,453.0 $772K 0.15% +2K +10.7% $37.73 +33.5%
114 PID INVESCO EXCHANGE TRADED FD T 34,589.0 $761K 0.15% +4K +11.9% $22.00 +2.0%
115 CMCSA COMCAST CORP NEW Communication Services 25,281.0 $756K 0.15% -3K -11.8% $29.89 -25.0%
116 LRCX LAM RESEARCH CORP Technology 4,399.0 $754K 0.15% +610.0 +16.1% $171.42 +127.0%
117 CB CHUBB LIMITED Financial Services 2,397.0 $751K 0.15% +1K +78.8% $313.15 +3.3%
118 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,653.0 $749K 0.15% +203.0 +14.0% $453.24 -0.4%
119 ANGLOGOLD ASHANTI PLC 8,759.0 $747K 0.15% +409.0 +4.9% $85.28
120 IDV ISHARES TR 18,762.0 $740K 0.14% NEW $39.45 +6.8%
Page 6 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%