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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 9 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PANW PALO ALTO NETWORKS INC Technology 2,848.0 $524K 0.10% -107.0 -3.6% $184.14 +56.3%
162 SHEL SHELL PLC Energy 7,088.0 $521K 0.10% $73.48 +7.3%
163 TRV TRAVELERS COMPANIES INC Financial Services 1,774.0 $515K 0.10% +23.0 +1.3% $290.10 +6.1%
164 B BARRICK MNG CORP Basic Materials 11,672.0 $508K 0.10% +1K +11.0% $43.55 -7.4%
165 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,983.0 $508K 0.10% +444.0 +28.9% $255.97 -6.5%
166 JMUB J P MORGAN EXCHANGE TRADED F 9,801.0 $496K 0.10% +3K +42.8% $50.65 -0.3%
167 PNC PNC FINL SVCS GROUP INC Financial Services 2,343.0 $489K 0.10% +1K +111.3% $208.71 +11.2%
168 SLVM SYLVAMO CORP Basic Materials 10,018.0 $482K 0.09% NEW $48.15 -17.6%
169 IVW ISHARES TR 3,898.0 $480K 0.09% -300.0 -7.2% $123.26 +11.9%
170 RBLX ROBLOX CORP Technology 5,909.0 $479K 0.09% +2K +35.0% $81.03 -36.4%
171 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 24,417.0 $472K 0.09% +3K +14.7% $19.33 +30.5%
172 C CITIGROUP INC Financial Services 4,005.0 $467K 0.09% NEW $116.68 +22.6%
173 BCS BARCLAYS PLC Financial Services 18,331.0 $467K 0.09% +7K +67.0% $25.45 +3.4%
174 DIS DISNEY WALT CO Communication Services 4,072.0 $466K 0.09% +41.0 +1.0% $114.53 -9.3%
175 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 6,044.0 $461K 0.09% +3K +136.9% $76.23 -28.2%
176 NEE NEXTERA ENERGY INC Utilities 5,730.0 $460K 0.09% +212.0 +3.8% $80.28 +8.1%
177 AMGN AMGEN INC Healthcare 1,405.0 $460K 0.09% +406.0 +40.6% $327.12 +3.2%
178 CME CME GROUP INC Financial Services 1,670.0 $456K 0.09% +116.0 +7.5% $273.02 -9.8%
179 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,738.0 $450K 0.09% -133.0 -7.1% $258.92 -15.6%
180 SO SOUTHERN CO Utilities 5,158.0 $450K 0.09% -442.0 -7.9% $87.21 +6.7%
Page 9 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%