Drive Wealth Management
Latest statistics and disclosures from Drive Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, BRK.A, VEA, VWO, AAPL, and represent 24.58% of Drive Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$5.1M), VEA, VWO, SRLN, VTI, REM, MORT, GOVT, VO, GDX.
- Started 38 new stock positions in CHKP, ROST, MORT, RELX, VT, MLM, ADM, HIG, GROY, NOK.
- Reduced shares in these 10 stocks: PULS, SHY, SPYV, , SPYG, DFUS, SPY, COIN, QQQ, SWAV.
- Sold out of its positions in AFL, BDX, MUI, CNC, COIN, DFAC, ECL, GIL, LAND, GSK.
- Drive Wealth Management was a net buyer of stock by $25M.
- Drive Wealth Management has $357M in assets under management (AUM), dropping by 15.12%.
- Central Index Key (CIK): 0001952781
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Portfolio Holdings for Drive Wealth Management
Drive Wealth Management holds 317 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 7.9 | $28M | +21% | 54k | 525.73 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 5.9 | $21M | 33.00 | 634440.00 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 5.0 | $18M | +29% | 353k | 50.17 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.9 | $11M | +25% | 252k | 41.77 |
|
| Apple (AAPL) | 2.9 | $10M | 60k | 171.48 |
|
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| Microsoft Corporation (MSFT) | 2.8 | $10M | 24k | 420.71 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $8.6M | +5% | 21k | 420.51 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 2.3 | $8.2M | +21% | 33k | 249.86 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.0 | $7.1M | +33% | 27k | 259.90 |
|
| Ishares Tr Blackrock Ultra (ICSH) | 1.9 | $6.7M | 132k | 50.56 |
|
|
| Ishares Tr Short Treas Bd (SHV) | 1.9 | $6.7M | 60k | 110.54 |
|
|
| NVIDIA Corporation (NVDA) | 1.8 | $6.5M | +7% | 7.2k | 903.56 |
|
| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 1.8 | $6.5M | 130k | 49.89 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 1.5 | $5.3M | +37% | 233k | 22.77 |
|
| Ncino (NCNO) | 1.5 | $5.2M | 140k | 37.38 |
|
|
| Amazon (AMZN) | 1.4 | $5.1M | 28k | 180.38 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.3 | $4.5M | +9% | 149k | 30.22 |
|
| Fs Kkr Capital Corp (FSK) | 1.3 | $4.5M | -4% | 227k | 19.78 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 1.2 | $4.2M | +100% | 100k | 42.11 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $3.4M | +19% | 22k | 150.93 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.9 | $3.3M | +22% | 30k | 110.52 |
|
| Meta Platforms Cl A (META) | 0.9 | $3.1M | +4% | 6.3k | 485.59 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.8 | $2.9M | -4% | 8.4k | 346.62 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.8 | $2.8M | +19% | 35k | 80.51 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $2.7M | 18k | 152.26 |
|
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.7 | $2.4M | +19% | 69k | 34.29 |
|
| Goldman Sachs Etf Tr Marketbeta Intl (GSID) | 0.6 | $2.2M | +19% | 38k | 56.78 |
|
| Block Cl A (SQ) | 0.6 | $2.2M | +6% | 26k | 84.58 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $2.1M | +2% | 18k | 116.24 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $2.0M | -8% | 9.9k | 200.30 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $2.0M | +3% | 39k | 50.60 |
|
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) | 0.5 | $1.9M | +52% | 100k | 19.46 |
|
| UnitedHealth (UNH) | 0.5 | $1.9M | +27% | 3.9k | 494.69 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $1.9M | 4.0k | 480.65 |
|
|
| ConocoPhillips (COP) | 0.5 | $1.9M | 15k | 127.28 |
|
|
| Dimensional Etf Trust Emerging Markets (DFSE) | 0.5 | $1.7M | +19% | 54k | 32.20 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $1.7M | +2% | 2.2k | 778.06 |
|
| Ishares Tr Mortge Rel Etf (REM) | 0.5 | $1.6M | NEW | 69k | 23.24 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.4 | $1.6M | +15% | 23k | 68.80 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $1.6M | -8% | 12k | 136.60 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $1.5M | -2% | 20k | 76.67 |
|
| Johnson & Johnson (JNJ) | 0.4 | $1.5M | +4% | 9.6k | 158.20 |
|
| Vaneck Etf Trust Mortgage Reit (MORT) | 0.4 | $1.5M | NEW | 129k | 11.69 |
|
| Broadcom (AVGO) | 0.4 | $1.5M | -7% | 1.1k | 1324.97 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.4 | $1.4M | -47% | 29k | 49.70 |
|
| Home Depot (HD) | 0.4 | $1.4M | -8% | 3.8k | 383.59 |
|
| J P Morgan Exchange Traded F Us Value Factr (JVAL) | 0.4 | $1.4M | +55% | 35k | 41.62 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.4 | $1.4M | -26% | 25k | 56.98 |
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.4 | $1.4M | +20% | 50k | 26.94 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.4 | $1.3M | +23% | 23k | 58.06 |
|
| Visa Com Cl A (V) | 0.4 | $1.3M | -5% | 4.8k | 279.09 |
|
| Wells Fargo & Company (WFC) | 0.4 | $1.3M | -4% | 23k | 57.96 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $1.3M | +40% | 3.9k | 337.07 |
|
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) | 0.4 | $1.3M | +19% | 26k | 49.65 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.3 | $1.2M | -17% | 13k | 94.66 |
|
| Procter & Gamble Company (PG) | 0.3 | $1.2M | 7.6k | 162.25 |
|
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.3 | $1.2M | -36% | 25k | 50.10 |
|
| Novo-nordisk A S Adr (NVO) | 0.3 | $1.2M | -3% | 9.5k | 129.34 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.3 | $1.2M | +20% | 42k | 29.46 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $1.2M | 2.1k | 581.55 |
|
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| Mastercard Incorporated Cl A (MA) | 0.3 | $1.2M | -7% | 2.5k | 481.61 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.3 | $1.2M | +151% | 15k | 77.73 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.3 | $1.2M | -32% | 16k | 73.15 |
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.3 | $1.1M | +2% | 26k | 41.84 |
|
| Tesla Motors (TSLA) | 0.3 | $1.1M | -12% | 6.2k | 175.78 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $1.1M | -9% | 31k | 35.84 |
|
| Merck & Co (MRK) | 0.3 | $1.1M | -16% | 8.2k | 132.75 |
|
| Chevron Corporation (CVX) | 0.3 | $1.1M | -12% | 6.7k | 157.74 |
|
| Ishares Msci Equal Weite (EUSA) | 0.3 | $1.1M | +170% | 12k | 90.99 |
|
| Abbvie (ABBV) | 0.3 | $1.0M | +2% | 5.5k | 182.11 |
|
| Caterpillar (CAT) | 0.3 | $1.0M | +5% | 2.7k | 366.44 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.3 | $997k | +371% | 32k | 31.62 |
|
| Qualcomm (QCOM) | 0.3 | $994k | 5.9k | 169.30 |
|
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| Valero Energy Corporation (VLO) | 0.3 | $990k | 5.8k | 170.70 |
|
|
| Vanguard Wellington Us Momentum (VFMO) | 0.3 | $972k | +108% | 6.4k | 151.27 |
|
| Wal-Mart Stores (WMT) | 0.3 | $967k | +202% | 16k | 60.38 |
|
| Honeywell International (HON) | 0.3 | $952k | 4.6k | 205.26 |
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| Netflix (NFLX) | 0.3 | $948k | -4% | 1.6k | 607.37 |
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| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.3 | $929k | -22% | 11k | 87.29 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $909k | -9% | 1.2k | 732.64 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $872k | -54% | 11k | 81.78 |
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.2 | $872k | +17% | 19k | 45.94 |
|
| Cisco Systems (CSCO) | 0.2 | $843k | -13% | 17k | 49.91 |
|
| Applied Materials (AMAT) | 0.2 | $828k | +3% | 4.0k | 206.25 |
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| Advanced Micro Devices (AMD) | 0.2 | $821k | +4% | 4.6k | 180.50 |
|
| Oracle Corporation (ORCL) | 0.2 | $790k | +4% | 6.3k | 125.61 |
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| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.2 | $785k | -22% | 10k | 76.00 |
|
| Pepsi (PEP) | 0.2 | $784k | 4.4k | 176.35 |
|
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| salesforce (CRM) | 0.2 | $765k | -4% | 2.5k | 301.55 |
|
| Deere & Company (DE) | 0.2 | $746k | 1.8k | 412.22 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.2 | $734k | NEW | 35k | 21.15 |
|
| Walt Disney Company (DIS) | 0.2 | $732k | -14% | 6.0k | 122.37 |
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| Abbott Laboratories (ABT) | 0.2 | $730k | -4% | 6.4k | 113.65 |
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| Bank of America Corporation (BAC) | 0.2 | $727k | -6% | 19k | 37.92 |
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| Us Bancorp Del Com New (USB) | 0.2 | $725k | -12% | 16k | 45.19 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $724k | -18% | 1.4k | 504.63 |
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| Archer Daniels Midland Company (ADM) | 0.2 | $704k | NEW | 11k | 62.81 |
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| Pioneer Natural Resources (PXD) | 0.2 | $697k | 2.7k | 262.47 |
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| Hess (HES) | 0.2 | $691k | 4.5k | 152.65 |
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| Peakstone Realty Trust Common Shares (PKST) | 0.2 | $689k | 43k | 16.14 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $672k | -12% | 9.3k | 72.34 |
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| Union Pacific Corporation (UNP) | 0.2 | $659k | 2.7k | 245.91 |
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| Vanguard World Extended Dur (EDV) | 0.2 | $650k | -6% | 8.5k | 76.60 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $643k | -40% | 1.4k | 444.51 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.2 | $633k | -16% | 13k | 50.45 |
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| Marriott Intl Cl A (MAR) | 0.2 | $620k | +3% | 2.5k | 252.32 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $611k | +51% | 3.7k | 164.35 |
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| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.2 | $601k | +400% | 11k | 54.54 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.2 | $600k | -23% | 27k | 22.37 |
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| Coca-Cola Company (KO) | 0.2 | $597k | 9.7k | 61.67 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $591k | 6.1k | 97.52 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.2 | $590k | -12% | 24k | 24.72 |
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| Servicenow (NOW) | 0.2 | $579k | -8% | 759.00 | 762.40 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.2 | $577k | -22% | 11k | 53.80 |
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| Wisdomtree Tr Emerging Markets (NTSE) | 0.2 | $560k | +19% | 20k | 28.29 |
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| Lattice Semiconductor (LSCC) | 0.2 | $559k | 7.1k | 78.23 |
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| Cigna Corp (CI) | 0.2 | $540k | -2% | 1.5k | 363.27 |
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| McDonald's Corporation (MCD) | 0.2 | $538k | -3% | 1.9k | 282.01 |
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| Phillips 66 (PSX) | 0.2 | $536k | -5% | 3.3k | 163.32 |
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| Micron Technology (MU) | 0.1 | $535k | +6% | 4.5k | 118.00 |
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| Fair Isaac Corporation (FICO) | 0.1 | $535k | +7% | 428.00 | 1249.61 |
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| Dimensional Etf Trust Short Duration F (DFSD) | 0.1 | $533k | 11k | 47.04 |
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| Global X Fds Us Pfd Etf (PFFD) | 0.1 | $529k | -17% | 26k | 20.16 |
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| Spdr Ser Tr Msci Usa Strtgic (QUS) | 0.1 | $522k | 3.6k | 145.63 |
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| BlackRock (BLK) | 0.1 | $518k | 621.00 | 833.64 |
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| Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) | 0.1 | $512k | 6.2k | 83.07 |
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| McKesson Corporation (MCK) | 0.1 | $511k | 951.00 | 537.70 |
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| Sunrun (RUN) | 0.1 | $508k | +8% | 39k | 13.18 |
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| Diageo Spon Adr New (DEO) | 0.1 | $503k | -4% | 3.3k | 150.38 |
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| Encana Corporation (OVV) | 0.1 | $501k | 9.7k | 51.90 |
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| Toyota Motor Corp Ads (TM) | 0.1 | $499k | 2.0k | 251.65 |
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| Wisdomtree Tr Glb Us Qtly Div (DNL) | 0.1 | $496k | +13% | 13k | 38.89 |
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| Invesco Exchange Traded Fd T Intl Divi Achi (PID) | 0.1 | $494k | +17% | 27k | 18.54 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.1 | $491k | -16% | 12k | 41.95 |
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| Dimensional Etf Trust Inflation Prote (DFIP) | 0.1 | $491k | -16% | 12k | 41.25 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $487k | 1.2k | 399.13 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $483k | -3% | 7.4k | 65.21 |
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| First Tr Exchange-traded Intl Dev Strngth (FICS) | 0.1 | $479k | +25% | 14k | 34.99 |
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| United Parcel Service CL B (UPS) | 0.1 | $478k | -8% | 3.2k | 148.65 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $477k | 3.5k | 135.06 |
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| International Flavors & Fragrances (IFF) | 0.1 | $476k | -6% | 5.5k | 86.39 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $475k | +3% | 1.9k | 250.02 |
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| Shell Spon Ads (SHEL) | 0.1 | $473k | -3% | 7.1k | 67.04 |
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| Lowe's Companies (LOW) | 0.1 | $472k | -6% | 1.9k | 254.72 |
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| Canadian Natural Resources (CNQ) | 0.1 | $472k | +2% | 6.1k | 77.09 |
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| Intuit (INTU) | 0.1 | $471k | +4% | 725.00 | 650.24 |
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| Bristol Myers Squibb (BMY) | 0.1 | $465k | +4% | 8.6k | 54.23 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $458k | 9.7k | 47.02 |
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| Anthem (ELV) | 0.1 | $457k | +4% | 882.00 | 518.26 |
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| Verizon Communications (VZ) | 0.1 | $453k | -2% | 11k | 41.96 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $451k | 1.1k | 417.84 |
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| Franklin Templeton Etf Tr Senior Loan Etf (FLBL) | 0.1 | $450k | NEW | 18k | 24.50 |
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| Pfizer (PFE) | 0.1 | $435k | -26% | 16k | 27.75 |
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| General Dynamics Corporation (GD) | 0.1 | $434k | -8% | 1.5k | 282.44 |
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| S&p Global (SPGI) | 0.1 | $431k | 1.0k | 425.59 |
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| Arista Networks (ANET) | 0.1 | $430k | +5% | 1.5k | 289.99 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $430k | 443.00 | 969.45 |
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| Amphenol Corp Cl A (APH) | 0.1 | $429k | +3% | 3.7k | 115.57 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $427k | -52% | 814.00 | 524.96 |
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| Progressive Corporation (PGR) | 0.1 | $418k | 2.0k | 206.84 |
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| Waste Management (WM) | 0.1 | $415k | +2% | 1.9k | 213.13 |
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| Sap Se Spon Adr (SAP) | 0.1 | $409k | -5% | 2.1k | 195.00 |
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| General Electric Com New (GE) | 0.1 | $409k | -12% | 2.3k | 175.51 |
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| Travelers Companies (TRV) | 0.1 | $397k | +2% | 1.7k | 230.19 |
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| Danaher Corporation (DHR) | 0.1 | $394k | +5% | 1.6k | 250.01 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $392k | +3% | 5.6k | 70.42 |
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| Ameriprise Financial (AMP) | 0.1 | $387k | +6% | 882.00 | 438.19 |
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| Philip Morris International (PM) | 0.1 | $386k | +29% | 4.2k | 92.15 |
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| Illinois Tool Works (ITW) | 0.1 | $382k | -4% | 1.4k | 269.68 |
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| Eaton Corp SHS (ETN) | 0.1 | $379k | -19% | 1.2k | 312.80 |
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| Automatic Data Processing (ADP) | 0.1 | $376k | -5% | 1.5k | 251.10 |
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| Kla Corp Com New (KLAC) | 0.1 | $372k | +4% | 532.00 | 699.01 |
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| Gold Royalty Corp Common Shares (GROY) | 0.1 | $363k | NEW | 22k | 16.64 |
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| Uber Technologies (UBER) | 0.1 | $363k | 4.7k | 76.98 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $361k | +111% | 1.6k | 219.24 |
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| Fastenal Company (FAST) | 0.1 | $360k | +7% | 4.7k | 77.14 |
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| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.1 | $357k | -27% | 14k | 25.62 |
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| At&t (T) | 0.1 | $349k | -17% | 20k | 17.60 |
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| Paccar (PCAR) | 0.1 | $348k | +4% | 2.8k | 123.89 |
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| Goldman Sachs (GS) | 0.1 | $347k | 830.00 | 417.86 |
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| Equinix (EQIX) | 0.1 | $345k | +2% | 418.00 | 826.05 |
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| TJX Companies (TJX) | 0.1 | $344k | -19% | 3.4k | 101.43 |
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| J.B. Hunt Transport Services (JBHT) | 0.1 | $343k | 1.7k | 199.23 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $343k | +9% | 617.00 | 556.06 |
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| Synopsys (SNPS) | 0.1 | $338k | +5% | 591.00 | 571.52 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $332k | 634.00 | 523.98 |
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| Booking Holdings (BKNG) | 0.1 | $330k | 91.00 | 3630.71 |
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| Ubs Group SHS (UBS) | 0.1 | $330k | +4% | 11k | 30.72 |
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| Raymond James Financial (RJF) | 0.1 | $329k | +3% | 2.6k | 128.86 |
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| CVS Caremark Corporation (CVS) | 0.1 | $325k | 4.1k | 79.77 |
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| Ferrari Nv Ord (RACE) | 0.1 | $324k | +6% | 744.00 | 436.07 |
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| CSX Corporation (CSX) | 0.1 | $322k | 8.7k | 37.07 |
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| Nike CL B (NKE) | 0.1 | $321k | -6% | 3.4k | 94.37 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $317k | -2% | 5.2k | 60.39 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $312k | +4% | 324.00 | 962.49 |
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| Canadian Natl Ry (CNI) | 0.1 | $311k | NEW | 2.4k | 131.70 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $308k | -17% | 3.7k | 82.97 |
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| American Express Company (AXP) | 0.1 | $304k | -24% | 1.3k | 227.67 |
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| Antero Res (AR) | 0.1 | $303k | NEW | 11k | 29.00 |
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| MetLife (MET) | 0.1 | $302k | 4.1k | 74.11 |
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| Unilever Spon Adr New (UL) | 0.1 | $302k | -20% | 6.0k | 50.19 |
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| O'reilly Automotive (ORLY) | 0.1 | $299k | -27% | 265.00 | 1128.88 |
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| Chubb (CB) | 0.1 | $297k | 1.1k | 259.98 |
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| Cintas Corporation (CTAS) | 0.1 | $297k | +3% | 432.00 | 687.25 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $296k | -24% | 9.1k | 32.69 |
|
| Copart (CPRT) | 0.1 | $296k | -2% | 5.1k | 57.92 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $294k | -6% | 2.5k | 115.30 |
|
| Cadence Design Systems (CDNS) | 0.1 | $293k | 940.00 | 311.28 |
|
|
| General Mills (GIS) | 0.1 | $290k | +5% | 4.1k | 69.97 |
|
| Boeing Company (BA) | 0.1 | $290k | -14% | 1.5k | 193.00 |
|
| Cme (CME) | 0.1 | $290k | -10% | 1.3k | 215.31 |
|
| Paypal Holdings (PYPL) | 0.1 | $284k | -20% | 4.2k | 66.99 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $283k | -48% | 2.8k | 100.54 |
|
| American Intl Group Com New (AIG) | 0.1 | $283k | 3.6k | 78.18 |
|
|
| Franco-Nevada Corporation (FNV) | 0.1 | $280k | 2.3k | 119.16 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $280k | 1.3k | 208.27 |
|
|
| Range Resources (RRC) | 0.1 | $279k | +15% | 8.1k | 34.43 |
|
| Icici Bank Adr (IBN) | 0.1 | $275k | -2% | 10k | 26.41 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $275k | -2% | 1.3k | 206.05 |
|
| EOG Resources (EOG) | 0.1 | $271k | 2.1k | 127.86 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $271k | -9% | 1.3k | 213.31 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $269k | NEW | 8.4k | 31.95 |
|
| Rbc Cad (RY) | 0.1 | $269k | +6% | 2.7k | 100.90 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $268k | 754.00 | 355.80 |
|
|
| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 0.1 | $261k | -19% | 5.5k | 47.62 |
|
| Martin Marietta Materials (MLM) | 0.1 | $260k | NEW | 423.00 | 614.59 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $260k | -2% | 3.8k | 67.75 |
|
| Schlumberger Com Stk (SLB) | 0.1 | $258k | 4.7k | 55.09 |
|
|
| Sofi Technologies (SOFI) | 0.1 | $258k | 35k | 7.30 |
|
|
| Capital One Financial (COF) | 0.1 | $256k | 1.7k | 148.91 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $256k | NEW | 2.2k | 116.84 |
|
| AutoZone (AZO) | 0.1 | $255k | 81.00 | 3151.65 |
|
|
| Zions Bancorporation (ZION) | 0.1 | $255k | +3% | 5.9k | 43.40 |
|
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $253k | 22k | 11.51 |
|
|
| Southern Copper Corporation (SCCO) | 0.1 | $252k | 2.4k | 106.54 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $250k | -3% | 4.3k | 58.55 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $249k | +2% | 6.1k | 40.88 |
|
| Southern Company (SO) | 0.1 | $248k | -5% | 3.5k | 71.75 |
|
| Zoetis Cl A (ZTS) | 0.1 | $247k | -2% | 1.5k | 169.19 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $247k | +7% | 1.9k | 130.58 |
|
| Analog Devices (ADI) | 0.1 | $247k | -6% | 1.2k | 197.80 |
|
| Ferguson SHS (FERG) | 0.1 | $246k | +7% | 1.1k | 219.19 |
|
| Lpl Financial Holdings (LPLA) | 0.1 | $246k | NEW | 929.00 | 264.25 |
|
| BlackRock MuniVest Fund (MVF) | 0.1 | $244k | 35k | 7.09 |
|
|
| Lam Research Corporation (LRCX) | 0.1 | $244k | NEW | 251.00 | 971.79 |
|
| Blackrock Muniyield Insured Fund (MYI) | 0.1 | $244k | -16% | 21k | 11.53 |
|
| Church & Dwight (CHD) | 0.1 | $243k | 2.3k | 104.29 |
|
|
| Diamondback Energy (FANG) | 0.1 | $242k | NEW | 1.2k | 198.19 |
|
| Nextera Energy (NEE) | 0.1 | $241k | -21% | 3.8k | 63.91 |
|
| Corteva (CTVA) | 0.1 | $241k | NEW | 4.2k | 57.67 |
|
| Palo Alto Networks (PANW) | 0.1 | $240k | +8% | 846.00 | 284.14 |
|
| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $240k | +7% | 20k | 11.77 |
|
| Harrow Health (HROW) | 0.1 | $240k | NEW | 18k | 13.23 |
|
| Enbridge (ENB) | 0.1 | $240k | -20% | 6.6k | 36.18 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $239k | 2.4k | 101.41 |
|
|
| Take-Two Interactive Software (TTWO) | 0.1 | $239k | 1.6k | 148.49 |
|
|
| Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.1 | $238k | +42% | 19k | 12.28 |
|
| Nuveen Insd Dividend Advantage (NVG) | 0.1 | $238k | -2% | 20k | 12.21 |
|
| Dupont De Nemours (DD) | 0.1 | $237k | 3.1k | 76.68 |
|
|
| Vulcan Materials Company (VMC) | 0.1 | $236k | NEW | 866.00 | 272.83 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $234k | 2.7k | 86.49 |
|
|
| Corpay Com Shs | 0.1 | $233k | NEW | 754.00 | 308.54 |
|
| Starbucks Corporation (SBUX) | 0.1 | $233k | -10% | 2.5k | 91.38 |
|
| PG&E Corporation (PCG) | 0.1 | $232k | 14k | 16.77 |
|
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.1 | $232k | 4.4k | 52.87 |
|
|
| Vanguard World Energy Etf (VDE) | 0.1 | $231k | 1.8k | 131.70 |
|
|
| Hartford Financial Services (HIG) | 0.1 | $229k | NEW | 2.2k | 103.53 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $229k | -6% | 478.00 | 478.89 |
|
| Stryker Corporation (SYK) | 0.1 | $228k | NEW | 634.00 | 358.86 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $227k | NEW | 914.00 | 248.81 |
|
| Ross Stores (ROST) | 0.1 | $226k | NEW | 1.5k | 146.78 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $226k | NEW | 1.4k | 164.01 |
|
| Suncor Energy (SU) | 0.1 | $226k | -6% | 6.1k | 36.91 |
|
| Kkr & Co (KKR) | 0.1 | $225k | NEW | 2.2k | 100.56 |
|
| United Rentals (URI) | 0.1 | $224k | NEW | 310.00 | 722.23 |
|
| James Hardie Inds Sponsored Adr (JHX) | 0.1 | $219k | NEW | 5.4k | 40.46 |
|
| Chunghwa Telecom Spon Adr New11 (CHT) | 0.1 | $218k | 5.6k | 39.14 |
|
|
| Intercontinental Exchange (ICE) | 0.1 | $215k | 1.6k | 137.45 |
|
|
| BP Sponsored Adr (BP) | 0.1 | $215k | NEW | 5.7k | 37.68 |
|
| Universal Hlth Svcs CL B (UHS) | 0.1 | $215k | NEW | 1.2k | 182.51 |
|
| FactSet Research Systems (FDS) | 0.1 | $213k | -3% | 469.00 | 454.10 |
|
| Infosys Sponsored Adr (INFY) | 0.1 | $212k | -4% | 12k | 17.93 |
|
| NVR (NVR) | 0.1 | $211k | NEW | 26.00 | 8099.96 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $211k | NEW | 403.00 | 522.28 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $208k | NEW | 1.9k | 110.48 |
|
| Target Corporation (TGT) | 0.1 | $206k | -21% | 1.2k | 177.19 |
|
| Oneok (OKE) | 0.1 | $205k | NEW | 2.6k | 80.18 |
|
| Relx Sponsored Adr (RELX) | 0.1 | $205k | NEW | 4.7k | 43.29 |
|
| Ishares Tr Expanded Tech (IGV) | 0.1 | $203k | NEW | 2.4k | 85.27 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $201k | -19% | 2.3k | 87.23 |
|
| Deutsche Bank A G Namen Akt (DB) | 0.1 | $190k | +8% | 12k | 15.77 |
|
| Ing Groep Sponsored Adr (ING) | 0.1 | $180k | +3% | 11k | 16.49 |
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $179k | -8% | 16k | 11.12 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $170k | -9% | 16k | 10.99 |
|
| Ford Motor Company (F) | 0.0 | $159k | +3% | 12k | 13.28 |
|
| Blackrock Muniyield Quality Fund II (MQT) | 0.0 | $151k | 14k | 10.56 |
|
|
| Kraneshares Trust Kraneshares Cn (KLIP) | 0.0 | $146k | NEW | 10k | 14.55 |
|
| Nuveen Floating Rate Income Fund (JFR) | 0.0 | $136k | 15k | 8.82 |
|
|
| Blackrock Muniholdings Insured Fund II (MUE) | 0.0 | $135k | 13k | 10.22 |
|
|
| Western Asset Managed Municipals Fnd (MMU) | 0.0 | $129k | 12k | 10.50 |
|
|
| Macatawa Bank Corporation (MCBC) | 0.0 | $123k | +7% | 13k | 9.79 |
|
| United Microelectronics Corp Spon Adr New (UMC) | 0.0 | $122k | -10% | 15k | 8.09 |
|
| Hope Ban (HOPE) | 0.0 | $116k | NEW | 10k | 11.51 |
|
| Mfs Mun Income Tr Sh Ben Int (MFM) | 0.0 | $116k | 22k | 5.37 |
|
|
| Mfs High Yield Mun Tr Sh Ben Int (CMU) | 0.0 | $113k | 34k | 3.33 |
|
|
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $104k | -10% | 18k | 5.75 |
|
| Icl Group SHS (ICL) | 0.0 | $101k | +6% | 19k | 5.38 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $97k | -5% | 38k | 2.59 |
|
| Korea Elec Pwr Corp Sponsored Adr (KEP) | 0.0 | $89k | -9% | 11k | 8.33 |
|
| Enel Chile Sponsored Adr (ENIC) | 0.0 | $87k | +4% | 29k | 3.05 |
|
| Mfs High Income Mun Tr Sh Ben Int (CXE) | 0.0 | $85k | -44% | 24k | 3.63 |
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $81k | -5% | 13k | 6.42 |
|
| Purecycle Technologies (PCT) | 0.0 | $78k | NEW | 13k | 6.22 |
|
| Sirius Xm Holdings (SIRI) | 0.0 | $76k | +2% | 20k | 3.88 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $48k | NEW | 14k | 3.54 |
|
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.0 | $46k | -2% | 16k | 2.86 |
|
| Society Pass (SOPA) | 0.0 | $7.0k | 45k | 0.16 |
|
Past Filings by Drive Wealth Management
SEC 13F filings are viewable for Drive Wealth Management going back to 2021
- Drive Wealth Management 2024 Q1 filed April 22, 2024
- Drive Wealth Management 2023 Q4 filed Jan. 22, 2024
- Drive Wealth Management 2023 Q3 filed Oct. 11, 2023
- Drive Wealth Management 2023 Q2 filed July 14, 2023
- Drive Wealth Management 2023 Q1 filed April 13, 2023
- Drive Wealth Management 2022 Q4 filed Jan. 27, 2023
- Drive Wealth Management 2022 Q3 filed Nov. 15, 2022
- Drive Wealth Management 2022 Q2 filed Nov. 15, 2022
- Drive Wealth Management 2022 Q1 filed Nov. 15, 2022
- Drive Wealth Management 2021 Q4 filed Nov. 15, 2022