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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 8 of 23  ·  459 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VRRM VERRA MOBILITY CORP Technology 156,640.0 $666K 0.12% NEW $4.25 +9.6%
142 FCX FREEPORT MCMORAN INC Basic Materials 10,575.0 $665K 0.12% +2K +24.1% $62.89 +13.2%
143 GLW CORNING INC Technology 2,597.0 $663K 0.12% NEW $255.41 -40.7%
144 BK BANK OF NY MELLON CORP Financial Services 4,498.0 $650K 0.12% -24.0 -0.5% $144.61 -0.6%
145 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 48,731.0 $647K 0.12% NEW $13.28 -17.2%
146 GD GENERAL DYNAMICS CORP Industrials 1,807.0 $640K 0.11% -308.0 -14.6% $354.13 +9.0%
147 VRT VERTIV HOLDINGS CO Industrials 1,861.0 $623K 0.11% +199.0 +12.0% $334.74 -20.9%
148 ED CONSOLIDATED EDISON INC Utilities 5,510.0 $610K 0.11% +1K +36.3% $110.63 -2.1%
149 ASX ASE TECHNOLOGY HLDG CO LTD Technology 13,435.0 $606K 0.11% -2K -11.0% $45.12 -19.1%
150 EIX EDISON INTL Utilities 8,099.0 $603K 0.11% +3K +74.0% $74.45 +0.3%
151 SN SHARKNINJA INC Consumer Cyclical 3,929.0 $598K 0.11% +53.0 +1.4% $152.25 +18.2%
152 ADI ANALOG DEVICES INC Technology 1,493.0 $593K 0.11% +265.0 +21.6% $397.26 -6.8%
153 HCA HCA HEALTHCARE INC Healthcare 1,516.0 $591K 0.10% -391.0 -20.5% $389.86 +4.2%
154 UBS UBS GROUP AG Financial Services 11,849.0 $587K 0.10% -751.0 -6.0% $49.56 +7.3%
155 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 11,457.0 $585K 0.10% +5K +89.6% $51.05 +23.9%
156 QCOM QUALCOMM INC Technology 3,160.0 $584K 0.10% $184.79 -13.0%
157 PCG PG&E CORP Utilities 34,569.0 $583K 0.10% +7K +24.8% $16.87 +6.5%
158 OPCH OPTION CARE HEALTH INC Healthcare 27,771.0 $582K 0.10% NEW $20.97 +12.0%
159 T AT&T INC Communication Services 28,072.0 $581K 0.10% -984.0 -3.4% $20.70 +21.5%
160 JMUB J P MORGAN EXCHANGE TRADED F 11,395.0 $577K 0.10% +2K +16.3% $50.65 -1.8%
Page 8 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%