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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 7 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DELL DELL TECHNOLOGIES INC Technology 1,931.0 $833K 0.15% -81.0 -4.0% $431.46 +0.8%
122 CI THE CIGNA GROUP Healthcare 2,974.0 $820K 0.15% +2K +103.0% $275.73 -0.5%
123 PSX PHILLIPS 66 Energy 4,836.0 $818K 0.15% -478.0 -9.0% $169.06 +42.0%
124 PNC PNC FINL SVCS GROUP INC Financial Services 3,298.0 $812K 0.14% +955.0 +40.8% $246.21 -1.9%
125 BMY BRISTOL-MYERS SQUIBB CO Healthcare 14,082.0 $811K 0.14% +3K +30.3% $57.62 +13.6%
126 FICS FIRST TR EXCHANGE TRADED FD 19,362.0 $809K 0.14% +1K +8.1% $41.78 +1.1%
127 ABT ABBOTT LABORATORIES Healthcare 8,880.0 $806K 0.14% -6K -41.5% $90.74 +25.8%
128 ASML ASML HLDG NV Technology 388.0 $771K 0.14% -3.0 -0.8% $1987.74 -11.9%
129 BAX BAXTER INTL INC Healthcare 35,750.0 $763K 0.14% NEW $21.33 +23.8%
130 RY ROYAL BK CDA Financial Services 3,647.0 $755K 0.14% +47.0 +1.3% $206.95 -0.8%
131 EQIX EQUINIX INC Real Estate 710.0 $740K 0.13% +179.0 +33.7% $1042.61 +3.8%
132 BRBR BELLRING BRANDS INC Consumer Defensive 55,238.0 $715K 0.13% +46K +481.7% $12.94 -19.2%
133 C CITIGROUP INC Financial Services 5,088.0 $712K 0.13% +1K +27.0% $139.97 -7.4%
134 SPYV SPDR SERIES TRUST 11,694.0 $711K 0.13% +558.0 +5.0% $60.79 +4.0%
135 TRV TRAVELERS COMPANIES INC Financial Services 2,117.0 $699K 0.12% +343.0 +19.3% $330.14 +10.4%
136 PLTR PALANTIR TECHNOLOGIES INC Technology 5,932.0 $692K 0.12% -2K -29.3% $116.67 +49.1%
137 IVLU ISHARES TR 16,496.0 $690K 0.12% -199.0 -1.2% $41.82 +5.1%
138 ETN EATON CORP PLC Industrials 1,600.0 $682K 0.12% +282.0 +21.4% $426.01 -2.5%
139 HD HOME DEPOT INC Consumer Cyclical 1,922.0 $678K 0.12% -798.0 -29.3% $352.70 -5.2%
140 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 22,510.0 $674K 0.12% +11K +101.4% $29.93 +11.9%
Page 7 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 37.5%
Financial Services 13.9%
Consumer Cyclical 9.0%
Industrials 9.0%
Communication Services 8.5%
Healthcare 7.6%
Consumer Defensive 5.8%
Energy 4.2%
Utilities 2.4%
Basic Materials 1.7%