Drive-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PKST",
  "NCNO",
  "RGEN",
  "JOBY",
  "HOOD",
  "NVR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "RJF",
  null,
  "MP",
  "PCG",
  "MU",
  null,
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "GOOGL",
  "PXF",
  "AXP",
  null,
  "AIG",
  "BSBR",
  "ASML",
  "T",
  "BLK",
  "ASX",
  null,
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "BSX",
  null,
  null,
  "DUK",
  "EHC",
  "PDI",
  null,
  "EOG",
  "FFIV",
  null,
  "FCX",
  "GD",
  "IREN",
  "GILD",
  "HLT",
  "HON",
  "HD",
  "BIVI",
  "IBN",
  "AZN",
  null,
  null,
  "MCD",
  null,
  "INTU",
  "UNP",
  "GBCI",
  "QCOM",
  "SCCO",
  null,
  null,
  "ISRG",
  null,
  "HSBC",
  "ITW",
  "GSIE",
  "AMAT",
  "ING",
  "BKNG",
  null,
  "ICE",
  null,
  "META",
  null,
  "NUTX",
  null,
  null,
  null,
  null,
  null,
  "RA",
  "BBUS",
  "LRCX",
  "LIN",
  null,
  null,
  null,
  "NXL",
  "MMC",
  null,
  "MA",
  "MSFT",
  "CIFR",
  "EQIX",
  "FICO",
  "GE",
  "HIG",
  "HES",
  "ODFL",
  "ORLY",
  "PCAR",
  "BGX",
  "AMP",
  "FAST",
  "IJR",
  "ANET",
  "KKR",
  "KLAC",
  "ORCL",
  "OKE",
  null,
  null,
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PGR",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "ENB",
  "PLTR",
  "PG",
  "MRK",
  "VZ",
  "KEYS",
  "LPLA",
  "NMR",
  null,
  "AMGN",
  "KVUE",
  "MSTR",
  "RY",
  "RELX",
  null,
  "NOW",
  "SHOP",
  "SHEL",
  "RTX",
  "GLD",
  "SAP",
  null,
  "SPYG",
  "IBM",
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "CI",
  "TXN",
  "TM",
  "TMO",
  "TJX",
  "TRV",
  "UBS",
  "UBER",
  "UL",
  "VO",
  "NEM",
  "MET",
  "PCT",
  "VWO",
  null,
  null,
  null,
  "VCIT",
  "PRMB",
  null,
  null,
  null,
  null,
  "LYG",
  "TEF",
  "ACP",
  "TXT",
  "TSCO",
  "CLDI",
  "RVPH",
  "GOSS",
  "TSM",
  "DD",
  "VRTX",
  "K",
  "VRSK",
  "AEE",
  "GM",
  "TOL",
  "AFL",
  "APH",
  "AMD",
  "SONY",
  "FI",
  "CPAY",
  "AJG",
  "WM",
  "FTNT",
  null,
  "AEP",
  "ENIC",
  "HLIT",
  "KREF",
  "RACE",
  "NVO",
  "AMZN",
  "MSI",
  null,
  "TTWO",
  "HCA",
  null,
  null,
  null,
  null,
  "VLO",
  "VEA",
  "BSV",
  "VOO",
  "V",
  "WMT",
  "WFC",
  "WIT",
  "WTW",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "NXST",
  "SCHD",
  "SOFI",
  "CHKP",
  "NOK",
  "RDY",
  "INFY",
  "ESLT",
  "SO",
  null,
  null,
  "PSX",
  "CRM",
  "RBLX",
  null,
  "TDY",
  "RUN",
  "SYY",
  null,
  null,
  "ZION",
  "UHS",
  "GEV",
  "DGRO",
  "MCK",
  "SPYV",
  "KMB",
  "ADP",
  "AZO",
  "BAC",
  "BCS",
  "BK",
  "BRK-A",
  "BRK-B",
  "BA",
  null,
  "BMY",
  "CDNS",
  "CBRE",
  "CVX",
  "CB",
  "CHD",
  "CTAS",
  "CSCO",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "CPRT",
  "COST",
  "CTVA",
  "CRWD",
  "DE",
  "DHT",
  "DB",
  null,
  null,
  "ADI",
  "USMV",
  "NEE",
  "MAR",
  "QQQ",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 586
Total Value: 425700167
Accession Number: 0001754960-25-000281
Form Type: 13F-HR
CIK: drive-wealth-management
Manager Name: Drive-Wealth-Management

Data Enrichment

82% identified

483 identified103 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

586 positions • $425.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287200

IVV|464287200

Shares:47.4K

Value:$26.6M

% of Portfolio:6.3% ($26.6M/$425.7M)

921943858

VEA|921943858

Shares:354.7K

Value:$18.0M

% of Portfolio:4.2% ($18.0M/$425.7M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:22

Value:$17.6M

% of Portfolio:4.1% ($17.6M/$425.7M)

Apple Inc.

AAPL|037833100

Shares:67.8K

Value:$15.1M

% of Portfolio:3.5% ($15.1M/$425.7M)

922042858

VWO|922042858

Shares:276.8K

Value:$12.5M

% of Portfolio:2.9% ($12.5M/$425.7M)

46641Q399

BBUS|46641Q399

Shares:112.5K

Value:$11.4M

% of Portfolio:2.7% ($11.4M/$425.7M)

922908629

VO|922908629

Shares:41.2K

Value:$10.6M

% of Portfolio:2.5% ($10.6M/$425.7M)

NVIDIA CORP

NVDA|67066G104

Shares:94.7K

Value:$10.3M

% of Portfolio:2.4% ($10.3M/$425.7M)

MICROSOFT CORP

MSFT|594918104

Shares:26.3K

Value:$9.9M

% of Portfolio:2.3% ($9.9M/$425.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:16.9K

Value:$9.0M

% of Portfolio:2.1% ($9.0M/$425.7M)

78467V608

Shares:212.3K

Value:$8.7M

% of Portfolio:2.1% ($8.7M/$425.7M)

464288679

Shares:77.3K

Value:$8.5M

% of Portfolio:2.0% ($8.5M/$425.7M)

46090A887

Shares:170.3K

Value:$8.5M

% of Portfolio:2.0% ($8.5M/$425.7M)

46429B267

Shares:365.1K

Value:$8.4M

% of Portfolio:2.0% ($8.4M/$425.7M)

AMAZON COM INC

AMZN|023135106

Shares:36.1K

Value:$6.9M

% of Portfolio:1.6% ($6.9M/$425.7M)

464288877

Shares:89.1K

Value:$5.3M

% of Portfolio:1.2% ($5.3M/$425.7M)

Meta Platforms, Inc.

META|30303M102

Shares:8.8K

Value:$5.1M

% of Portfolio:1.2% ($5.1M/$425.7M)

464287804

IJR|464287804

Shares:40.0K

Value:$4.2M

% of Portfolio:1.0% ($4.2M/$425.7M)

46434VBD1

Shares:160.7K

Value:$4.0M

% of Portfolio:0.9% ($4.0M/$425.7M)

46435GAA0

Shares:166.1K

Value:$4.0M

% of Portfolio:0.9% ($4.0M/$425.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	47.4K	QoQ -6.65% (-3.4K) YoY -11.74% (-6.3K)	All Managers (Combined)	$26.6M	6.3% ($26.6M/$425.7M)	QoQ -10.89% (-$3.3M) YoY -5.67% (-$1.6M)
(VEAcusip921943858)	354.7K	QoQ +2.47% (+8.6K) YoY +0.39% (+1.4K)	All Managers (Combined)	$18.0M	4.2% ($18.0M/$425.7M)	QoQ +8.93% (+$1.5M) YoY +1.71% (+$303.8K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	22	QoQ -33.33% (-11) YoY -33.33% (-11)	All Managers (Combined)	$17.6M	4.1% ($17.6M/$425.7M)	QoQ -21.82% (-$4.9M) YoY -16.10% (-$3.4M)
Apple Inc.(AAPLcusip037833100)	67.8K	QoQ +2.38% (-1.6K) YoY +12.75% (+7.7K)	All Managers (Combined)	$15.1M	3.5% ($15.1M/$425.7M)	QoQ -9.18% (-$1.5M) YoY +46.06% (+$4.8M)
(VWOcusip922042858)	276.8K	QoQ +1.83% (+5.0K) YoY +9.86% (+24.9K)	All Managers (Combined)	$12.5M	2.9% ($12.5M/$425.7M)	QoQ +4.65% (+$557.4K) YoY +19.04% (+$2.0M)
(BBUScusip46641Q399)	112.5K	QoQ +40.05% (+32.2K) YoY NEW(+112.5K)	All Managers (Combined)	$11.4M	2.7% ($11.4M/$425.7M)	QoQ +33.40% (+$2.8M) YoY NEW(+$11.4M)
(VOcusip922908629)	41.2K	QoQ +2.83% (+1.1K) YoY +26.06% (+8.5K)	All Managers (Combined)	$10.6M	2.5% ($10.6M/$425.7M)	QoQ +0.68% (+$72.7K) YoY +30.48% (+$2.5M)
NVIDIA CORP(NVDAcusip67066G104)	94.7K	QoQ +16.34% (-13.3K) YoY +1211.82% (+87.5K)	All Managers (Combined)	$10.3M	2.4% ($10.3M/$425.7M)	QoQ -6.09% (-$665.7K) YoY +57.36% (+$3.7M)
MICROSOFT CORP(MSFTcusip594918104)	26.3K	QoQ +4.42% (-1.1K) YoY +10.16% (-2.4K)	All Managers (Combined)	$9.9M	2.3% ($9.9M/$425.7M)	QoQ -7.00% (-$744.7K) YoY -1.70% (-$171.6K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	16.9K	QoQ +3.87% (+631) YoY -17.24% (-3.5K)	All Managers (Combined)	$9.0M	2.1% ($9.0M/$425.7M)	QoQ +22.04% (+$1.6M) YoY +4.81% (-$414.3K)
(cusip78467V608)✕	212.3K	QoQ +7.61% (+15.0K) YoY +113.25% (+112.7K)	All Managers (Combined)	$8.7M	2.1% ($8.7M/$425.7M)	QoQ +6.06% (+$499.3K) YoY +108.29% (+$4.5M)
(cusip464288679)✕	77.3K	QoQ +8.34% (+6.0K) YoY +27.85% (+16.8K)	All Managers (Combined)	$8.5M	2.0% ($8.5M/$425.7M)	QoQ +8.69% (+$682.7K) YoY +27.76% (+$1.9M)
(cusip46090A887)✕	170.3K	QoQ +11.25% (+17.2K) YoY +31.00% (+40.3K)	All Managers (Combined)	$8.5M	2.0% ($8.5M/$425.7M)	QoQ +11.27% (+$864.5K) YoY +31.61% (+$2.0M)
(cusip46429B267)✕	365.1K	QoQ +7.35% (+25.0K) YoY +56.50% (+131.8K)	All Managers (Combined)	$8.4M	2.0% ($8.4M/$425.7M)	QoQ +7.37% (+$576.5K) YoY +57.97% (+$3.1M)
AMAZON COM INC(AMZNcusip023135106)	36.1K	QoQ +16.88% (+5.2K) YoY +28.22% (+7.9K)	All Managers (Combined)	$6.9M	1.6% ($6.9M/$425.7M)	QoQ +1.37% (+$92.8K) YoY +35.25% (+$1.8M)
(cusip464288877)✕	89.1K	QoQ NEW(+89.1K) YoY NEW(+89.1K)	All Managers (Combined)	$5.3M	1.2% ($5.3M/$425.7M)	QoQ NEW(+$5.3M) YoY NEW(+$5.3M)
Meta Platforms, Inc.(METAcusip30303M102)	8.8K	QoQ +15.60% (+1.2K) YoY +39.32% (+2.5K)	All Managers (Combined)	$5.1M	1.2% ($5.1M/$425.7M)	QoQ +13.80% (+$614.8K) YoY +65.38% (+$2.0M)
(IJRcusip464287804)	40.0K	QoQ +5.53% (-2.1K) YoY +34.50% (+10.3K)	All Managers (Combined)	$4.2M	1.0% ($4.2M/$425.7M)	QoQ -4.21% (-$184.1K) YoY +27.25% (+$895.1K)
(cusip46434VBD1)✕	160.7K	QoQ NEW(+160.7K) YoY NEW(+160.7K)	All Managers (Combined)	$4.0M	0.9% ($4.0M/$425.7M)	QoQ NEW(+$4.0M) YoY NEW(+$4.0M)
(cusip46435GAA0)✕	166.1K	QoQ NEW(+166.1K) YoY NEW(+166.1K)	All Managers (Combined)	$4.0M	0.9% ($4.0M/$425.7M)	QoQ NEW(+$4.0M) YoY NEW(+$4.0M)