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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 6 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TRIPLE FLAG PRECIOUS METAL 32,721.0 $981K 0.17% +599.0 +1.9% $29.97
102 SYY SYSCO CORP Consumer Defensive 11,660.0 $975K 0.17% -2K -12.7% $83.58 +0.6%
103 ANGLOGOLD ASHANTI PLC 11,957.0 $967K 0.17% +3K +36.5% $80.89
104 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,919.0 $953K 0.17% +266.0 +16.1% $496.62 +10.4%
105 NFLX NETFLIX INC. Communication Services 13,320.0 $951K 0.17% -1K -9.7% $71.40 +11.5%
106 BLUEROCK PVT REAL ESTATE FD 72,600.0 $945K 0.17% -7K -9.2% $13.01
107 UNH UNITEDHEALTH GROUP INC Healthcare 2,268.0 $943K 0.17% -99.0 -4.2% $415.57 -6.1%
108 TJX TJX COS INC NEW Consumer Cyclical 6,130.0 $929K 0.17% +349.0 +6.0% $151.49 -7.2%
109 RUN SUNRUN INC Energy 68,648.0 $919K 0.16% +20K +41.3% $13.38 -31.5%
110 HSBC HSBC HLDGS PLC Financial Services 9,525.0 $906K 0.16% +210.0 +2.2% $95.09 +9.5%
111 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,439.0 $904K 0.16% +65.0 +2.7% $370.49 -3.8%
112 DNL WISDOMTREE TR 19,520.0 $901K 0.16% +2K +10.4% $46.18 +1.5%
113 IDV ISHARES TR 21,557.0 $893K 0.16% +3K +14.9% $41.43 +8.8%
114 WAY WAYSTAR HLDG CORP Technology 41,507.0 $852K 0.15% NEW $20.53 +21.8%
115 PID INVESCO EXCHANGE TRADED FD T 38,226.0 $849K 0.15% +4K +10.5% $22.20 +4.2%
116 PANW PALO ALTO NETWORKS INC Technology 2,474.0 $843K 0.15% -374.0 -13.1% $340.89 +5.0%
117 PG PROCTER & GAMBLE CO Consumer Defensive 5,742.0 $842K 0.15% -391.0 -6.4% $146.63 -1.3%
118 WM WASTE MGMT INC DEL Industrials 3,768.0 $840K 0.15% -66.0 -1.7% $222.91 +0.5%
119 AVDV AMERICAN CENTY ETF TR 8,121.0 $837K 0.15% +1K +14.8% $103.04 +8.6%
120 ASGN EVERFORTH INC Technology 46,727.0 $835K 0.15% NEW $17.87 +7.8%
Page 6 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 38.3%
Financial Services 14.1%
Consumer Cyclical 9.2%
Industrials 9.2%
Healthcare 7.8%
Communication Services 6.6%
Consumer Defensive 6.0%
Energy 4.3%
Utilities 2.4%
Basic Materials 1.8%