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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KLA CORP

KLAC|482480100

Shares:543

Value:$369.5K

% of Portfolio:0.1% ($369.5K/$425.7M)

NOVO NORDISK A S

NVO|670100205

Shares:5.2K

Value:$367.2K

% of Portfolio:0.1% ($367.2K/$425.7M)

CINTAS CORP

CTAS|172908105

Shares:1.8K

Value:$364.9K

% of Portfolio:0.1% ($364.9K/$425.7M)

Merck & Co., Inc.

MRK|58933Y105

Shares:4.0K

Value:$364.4K

% of Portfolio:0.1% ($364.4K/$425.7M)

97717Y857

Shares:7.3K

Value:$363.1K

% of Portfolio:0.1% ($363.1K/$425.7M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:1.5K

Value:$362.3K

% of Portfolio:0.1% ($362.3K/$425.7M)

Cigna Group

CI|125523100

Shares:1.1K

Value:$358.9K

% of Portfolio:0.1% ($358.9K/$425.7M)

25434V872

Shares:8.5K

Value:$356.8K

% of Portfolio:0.1% ($356.8K/$425.7M)

Motorola Solutions, Inc.

MSI|620076307

Shares:812

Value:$356.6K

% of Portfolio:0.1% ($356.6K/$425.7M)

25434V856

Shares:8.5K

Value:$356.0K

% of Portfolio:0.1% ($356.0K/$425.7M)

ENBRIDGE INC

ENB|29250N105

Shares:8.0K

Value:$352.9K

% of Portfolio:0.1% ($352.9K/$425.7M)

EQUINIX INC

EQIX|29444U700

Shares:429

Value:$349.2K

% of Portfolio:0.1% ($349.2K/$425.7M)

MICROSTRATEGY Inc

MSTR|594972408

Shares:1.2K

Value:$348.5K

% of Portfolio:0.1% ($348.5K/$425.7M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:1.4K

Value:$347.1K

% of Portfolio:0.1% ($347.1K/$425.7M)

STRYKER CORP

SYK|863667101

Shares:925

Value:$344.8K

% of Portfolio:0.1% ($344.8K/$425.7M)

RAYMOND JAMES FINANCIAL INC

RJF|754730109

Shares:2.5K

Value:$340.8K

% of Portfolio:0.1% ($340.8K/$425.7M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:682

Value:$339.6K

% of Portfolio:0.1% ($339.6K/$425.7M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:3.4K

Value:$338.8K

% of Portfolio:0.1% ($338.8K/$425.7M)

CHECK POINT SOFTWARE TECHNOLOGIES LTD

CHKP|M22465104

Shares:1.5K

Value:$335.5K

% of Portfolio:0.1% ($335.5K/$425.7M)

Eaton Corp plc

ETN|G29183103

Shares:1.2K

Value:$335.2K

% of Portfolio:0.1% ($335.2K/$425.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
KLA CORP(KLACcusip482480100)	543	QoQ +0.92% (+5) YoY +2.06% (-11)	All Managers (Combined)	$369.5K	0.1% ($369.5K/$425.7M)	QoQ +8.97% (+$30.4K) YoY -0.65% (-$2.4K)
NOVO NORDISK A S(NVOcusip670100205)	5.2K	QoQ -22.27% (-1.5K) YoY -45.13% (-4.3K)	All Managers (Combined)	$367.2K	0.1% ($367.2K/$425.7M)	QoQ -36.27% (-$209.0K) YoY -70.08% (-$860.3K)
CINTAS CORP(CTAScusip172908105)	1.8K	QoQ -3.00% (-55) YoY +311.11% (+1.3K)	All Managers (Combined)	$364.9K	0.1% ($364.9K/$425.7M)	QoQ +9.07% (-$30.4K) YoY +22.91% (+$68.0K)
Merck & Co., Inc.(MRKcusip58933Y105)	4.0K	QoQ -48.96% (-3.9K) YoY -51.00% (-4.2K)	All Managers (Combined)	$364.4K	0.1% ($364.4K/$425.7M)	QoQ -53.93% (-$426.8K) YoY -66.63% (-$727.8K)
(cusip97717Y857)✕	7.3K	QoQ -23.65% (-2.3K) YoY NEW(+7.3K)	All Managers (Combined)	$363.1K	0.1% ($363.1K/$425.7M)	QoQ -23.74% (-$113.0K) YoY NEW(+$363.1K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	1.5K	QoQ +1.64% (+24) YoY +11.40% (+152)	All Managers (Combined)	$362.3K	0.1% ($362.3K/$425.7M)	QoQ +16.75% (+$52.0K) YoY +31.90% (+$87.6K)
Cigna Group(CIcusip125523100)	1.1K	QoQ -8.47% (-101) YoY -26.63% (-396)	All Managers (Combined)	$358.9K	0.1% ($358.9K/$425.7M)	QoQ +8.99% (-$29.6K) YoY -33.56% (-$181.3K)
(cusip25434V872)✕	8.5K	QoQ -1.45% (-125) YoY -27.46% (-3.2K)	All Managers (Combined)	$356.8K	0.1% ($356.8K/$425.7M)	QoQ +0.44% (-$1.6K) YoY -27.26% (-$133.7K)
Motorola Solutions, Inc.(MSIcusip620076307)	812	QoQ -1.93% (-16) YoY +7.69% (+58)	All Managers (Combined)	$356.6K	0.1% ($356.6K/$425.7M)	QoQ -7.02% (-$27.0K) YoY +32.90% (+$88.3K)
(cusip25434V856)✕	8.5K	QoQ -8.36% (-772) YoY -28.91% (-3.4K)	All Managers (Combined)	$356.0K	0.1% ($356.0K/$425.7M)	QoQ -4.69% (-$17.6K) YoY -27.42% (-$134.5K)
ENBRIDGE INC(ENBcusip29250N105)	8.0K	QoQ -1.89% (-154) YoY +20.29% (+1.3K)	All Managers (Combined)	$352.9K	0.1% ($352.9K/$425.7M)	QoQ +2.44% (-$8.4K) YoY +47.33% (+$113.4K)
EQUINIX INC(EQIXcusip29444U700)	429	QoQ -4.02% (-18) YoY +2.63% (+11)	All Managers (Combined)	$349.2K	0.1% ($349.2K/$425.7M)	QoQ -17.22% (-$72.7K) YoY +1.14% (+$4.0K)
MICROSTRATEGY Inc(MSTRcusip594972408)	1.2K	QoQ +11.63% (+126) YoY NEW(+1.2K)	All Managers (Combined)	$348.5K	0.1% ($348.5K/$425.7M)	QoQ +11.11% (+$34.9K) YoY NEW(+$348.5K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	1.4K	QoQ -5.82% (-86) YoY -1.69% (-24)	All Managers (Combined)	$347.1K	0.1% ($347.1K/$425.7M)	QoQ -7.87% (-$29.7K) YoY -9.03% (-$34.5K)
STRYKER CORP(SYKcusip863667101)	925	QoQ +12.53% (+103) YoY +45.89% (+291)	All Managers (Combined)	$344.8K	0.1% ($344.8K/$425.7M)	QoQ +16.24% (+$48.2K) YoY +51.53% (+$117.2K)
RAYMOND JAMES FINANCIAL INC(RJFcusip754730109)	2.5K	QoQ -1.16% (-29) YoY -3.87% (-99)	All Managers (Combined)	$340.8K	0.1% ($340.8K/$425.7M)	QoQ -11.60% (-$44.7K) YoY +3.61% (-$11.9K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	682	QoQ -61.00% (-1.1K) YoY -67.60% (-1.4K)	All Managers (Combined)	$339.6K	0.1% ($339.6K/$425.7M)	QoQ -62.68% (-$570.5K) YoY -72.26% (-$884.6K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	3.4K	QoQ +19.53% (+549) YoY NEW(+3.4K)	All Managers (Combined)	$338.8K	0.1% ($338.8K/$425.7M)	QoQ +35.01% (+$87.9K) YoY NEW(+$338.8K)
CHECK POINT SOFTWARE TECHNOLOGIES LTD(CHKPcusipM22465104)	1.5K	QoQ +0.27% (+4) YoY +6.97% (+96)	All Managers (Combined)	$335.5K	0.1% ($335.5K/$425.7M)	QoQ +22.41% (+$61.4K) YoY +48.66% (+$109.8K)
Eaton Corp plc(ETNcusipG29183103)	1.2K	QoQ -3.89% (-50) YoY +1.73% (-21)	All Managers (Combined)	$335.2K	0.1% ($335.2K/$425.7M)	QoQ -21.30% (-$90.7K) YoY -11.59% (-$44.0K)