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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 8 of 18  ·  358 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 JD JD.COM INC Consumer Cyclical 16,581.0 $580K 0.12% NEW $34.98 -21.2%
142 IBM INTERNATIONAL BUSINESS MACHS Technology 2,050.0 $578K 0.12% NEW $282.15 -11.7%
143 TRAEGER INC 472,150.0 $576K 0.12% NEW $1.22
144 RA BROOKFIELD REAL ASSETS INCOM Financial Services 43,040.0 $575K 0.12% NEW $13.36 -5.3%
145 MCK MCKESSON CORP Healthcare 743.0 $574K 0.12% NEW $773.02 -2.9%
146 DFUS DIMENSIONAL ETF TRUST 7,890.0 $572K 0.12% NEW $72.44 +13.2%
147 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,450.0 $568K 0.12% NEW $391.66 +15.3%
148 SAP SAP SE Technology 2,120.0 $567K 0.12% NEW $267.23 -41.9%
149 VZ VERIZON COMMUNICATIONS INC Communication Services 12,736.0 $560K 0.12% NEW $43.95 +3.2%
150 TJX TJX COS INC NEW Consumer Cyclical 3,863.0 $558K 0.12% NEW $144.54 +13.3%
151 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,871.0 $552K 0.12% NEW $295.08 -26.0%
152 HSBC HSBC HLDGS PLC Financial Services 7,740.0 $549K 0.12% NEW $70.98 +33.8%
153 BGX BLACKSTONE LONG SHORT CR INC Financial Services 44,510.0 $534K 0.11% NEW $12.00 -9.4%
154 PSX PHILLIPS 66 Energy 3,925.0 $534K 0.11% NEW $136.02 +22.1%
155 OGN ORGANON & CO Healthcare 49,874.0 $533K 0.11% NEW $10.68 +25.7%
156 SO SOUTHERN CO Utilities 5,600.0 $531K 0.11% NEW $94.77 -1.8%
157 AJG GALLAGHER ARTHUR J & CO Financial Services 1,672.0 $518K 0.11% NEW $309.78 -30.9%
158 UBER UBER TECHNOLOGIES INC Technology 5,235.0 $513K 0.11% NEW $97.96 -26.9%
159 GD GENERAL DYNAMICS CORP Industrials 1,500.0 $511K 0.11% NEW $340.97 +2.7%
160 LRCX LAM RESEARCH CORP Technology 3,789.0 $508K 0.11% NEW $134.17 +190.0%
Page 8 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%