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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ICICI BANK LTD

IBN|45104G104

Shares:10.6K

Value:$333.6K

% of Portfolio:0.1% ($333.6K/$425.7M)

METLIFE INC

MET|59156R108

Shares:4.2K

Value:$333.2K

% of Portfolio:0.1% ($333.2K/$425.7M)

Ferrari N.V.

RACE|N3167Y103

Shares:772

Value:$330.5K

% of Portfolio:0.1% ($330.5K/$425.7M)

UBS Group AG

UBS|H42097107

Shares:10.8K

Value:$329.7K

% of Portfolio:0.1% ($329.7K/$425.7M)

SUMITOMO MITSUI FINANCIAL GROUP, INC.

SMFG|86562M209

Shares:21.1K

Value:$325.6K

% of Portfolio:0.1% ($325.6K/$425.7M)

Duke Energy CORP

DUK|26441C204

Shares:2.7K

Value:$325.2K

% of Portfolio:0.1% ($325.2K/$425.7M)

78464A821

Shares:4.1K

Value:$324.0K

% of Portfolio:0.1% ($324.0K/$425.7M)

852234103

Shares:5.8K

Value:$317.0K

% of Portfolio:0.1% ($317.0K/$425.7M)

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:2.4K

Value:$315.8K

% of Portfolio:0.1% ($315.8K/$425.7M)

ROYAL BANK OF CANADA

RY|780087102

Shares:2.8K

Value:$315.6K

% of Portfolio:0.1% ($315.6K/$425.7M)

46141D203

Shares:11.0K

Value:$312.9K

% of Portfolio:0.1% ($312.9K/$425.7M)

TAKE TWO INTERACTIVE SOFTWARE INC

TTWO|874054109

Shares:1.5K

Value:$311.2K

% of Portfolio:0.1% ($311.2K/$425.7M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:1.7K

Value:$306.9K

% of Portfolio:0.1% ($306.9K/$425.7M)

AMGEN INC

AMGN|031162100

Shares:983

Value:$306.4K

% of Portfolio:0.1% ($306.4K/$425.7M)

TOYOTA MOTOR CORP/

TM|892331307

Shares:1.7K

Value:$306.3K

% of Portfolio:0.1% ($306.3K/$425.7M)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:8.0K

Value:$303.5K

% of Portfolio:0.1% ($303.5K/$425.7M)

SPDR GOLD TRUST

GLD|78463V107

Shares:1.1K

Value:$303.4K

% of Portfolio:0.1% ($303.4K/$425.7M)

AMERICAN INTERNATIONAL GROUP, INC.

AIG|026874784

Shares:3.5K

Value:$303.2K

% of Portfolio:0.1% ($303.2K/$425.7M)

PureCycle Technologies, Inc.

PCT|74623V103

Shares:43.8K

Value:$302.8K

% of Portfolio:0.1% ($302.8K/$425.7M)

DEUTSCHE BANK AKTIENGESELLSCHAFT

DB|D18190898

Shares:12.6K

Value:$301.1K

% of Portfolio:0.1% ($301.1K/$425.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ICICI BANK LTD(IBNcusip45104G104)	10.6K	QoQ -3.20% (-350) YoY +1.71% (+178)	All Managers (Combined)	$333.6K	0.1% ($333.6K/$425.7M)	QoQ +2.18% (-$7.1K) YoY +21.40% (+$58.8K)
METLIFE INC(METcusip59156R108)	4.2K	QoQ -2.46% (-105) YoY +1.81% (+74)	All Managers (Combined)	$333.2K	0.1% ($333.2K/$425.7M)	QoQ -4.36% (-$15.2K) YoY +10.31% (+$31.2K)
Ferrari N.V.(RACEcusipN3167Y103)	772	QoQ -0.51% (-4) YoY +3.76% (+28)	All Managers (Combined)	$330.5K	0.1% ($330.5K/$425.7M)	QoQ +0.19% (-$649) YoY +1.87% (+$6.1K)
UBS Group AG(UBScusipH42097107)	10.8K	QoQ -2.45% (-271) YoY +0.13% (-14)	All Managers (Combined)	$329.7K	0.1% ($329.7K/$425.7M)	QoQ -1.45% (-$4.9K) YoY -0.16% (-$542)
SUMITOMO MITSUI FINANCIAL GROUP, INC.(SMFGcusip86562M209)	21.1K	QoQ -2.47% (-534) YoY +3.15% (+645)	All Managers (Combined)	$325.6K	0.1% ($325.6K/$425.7M)	QoQ +4.05% (-$12.7K) YoY +35.49% (+$85.3K)
Duke Energy CORP(DUKcusip26441C204)	2.7K	QoQ +26.63% (+561) YoY NEW(+2.7K)	All Managers (Combined)	$325.2K	0.1% ($325.2K/$425.7M)	QoQ +43.36% (+$98.4K) YoY NEW(+$325.2K)
(cusip78464A821)✕	4.1K	QoQ -4.45% (-190) YoY -61.69% (-6.6K)	All Managers (Combined)	$324.0K	0.1% ($324.0K/$425.7M)	QoQ -12.62% (-$46.8K) YoY -65.13% (-$605.3K)
(cusip852234103)✕	5.8K	QoQ -75.41% (-17.9K) YoY -77.24% (-19.8K)	All Managers (Combined)	$317.0K	0.1% ($317.0K/$425.7M)	QoQ -84.28% (-$1.7M) YoY -85.38% (-$1.9M)
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	2.4K	QoQ -62.59% (-4.0K) YoY -58.75% (-3.4K)	All Managers (Combined)	$315.8K	0.1% ($315.8K/$425.7M)	QoQ -59.69% (-$467.8K) YoY -68.08% (-$673.7K)
ROYAL BANK OF CANADA(RYcusip780087102)	2.8K	QoQ -4.07% (-119) YoY +5.10% (+136)	All Managers (Combined)	$315.6K	0.1% ($315.6K/$425.7M)	QoQ -10.29% (-$36.2K) YoY +17.40% (+$46.8K)
(cusip46141D203)✕	11.0K	QoQ +22.88% (+2.0K) YoY NEW(+11.0K)	All Managers (Combined)	$312.9K	0.1% ($312.9K/$425.7M)	QoQ +19.22% (+$50.5K) YoY NEW(+$312.9K)
TAKE TWO INTERACTIVE SOFTWARE INC(TTWOcusip874054109)	1.5K	QoQ -0.66% (-10) YoY -6.47% (-104)	All Managers (Combined)	$311.2K	0.1% ($311.2K/$425.7M)	QoQ +11.84% (-$32.9K) YoY +30.48% (-$72.7K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	1.7K	QoQ +26.23% (+355) YoY NEW(+1.7K)	All Managers (Combined)	$306.9K	0.1% ($306.9K/$425.7M)	QoQ +20.97% (+$53.2K) YoY NEW(+$306.9K)
AMGEN INC(AMGNcusip031162100)	983	QoQ +8.49% (+77) YoY NEW(+983)	All Managers (Combined)	$306.4K	0.1% ($306.4K/$425.7M)	QoQ +29.74% (+$70.2K) YoY NEW(+$306.4K)
TOYOTA MOTOR CORP/(TMcusip892331307)	1.7K	QoQ +1.40% (-24) YoY -12.41% (-246)	All Managers (Combined)	$306.3K	0.1% ($306.3K/$425.7M)	QoQ -8.04% (-$26.8K) YoY -38.56% (-$192.2K)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	8.0K	QoQ -34.45% (-4.2K) YoY -17.62% (-1.7K)	All Managers (Combined)	$303.5K	0.1% ($303.5K/$425.7M)	QoQ -34.83% (-$162.2K) YoY -33.67% (-$154.1K)
SPDR GOLD TRUST(GLDcusip78463V107)	1.1K	QoQ -41.14% (-736) YoY NEW(+1.1K)	All Managers (Combined)	$303.4K	0.1% ($303.4K/$425.7M)	QoQ -29.93% (-$129.6K) YoY NEW(+$303.4K)
AMERICAN INTERNATIONAL GROUP, INC.(AIGcusip026874784)	3.5K	QoQ -3.54% (-128) YoY -3.51% (-127)	All Managers (Combined)	$303.2K	0.1% ($303.2K/$425.7M)	QoQ +15.19% (-$40.0K) YoY +7.30% (-$20.6K)
PureCycle Technologies, Inc.(PCTcusip74623V103)	43.8K	QoQ -85.79% (-264.3K) YoY +250.04% (+31.3K)	All Managers (Combined)	$302.8K	0.1% ($302.8K/$425.7M)	QoQ -90.40% (-$2.9M) YoY +289.43% (+$225.0K)
DEUTSCHE BANK AKTIENGESELLSCHAFT(DBcusipD18190898)	12.6K	QoQ +0.57% (+72) YoY +5.08% (+612)	All Managers (Combined)	$301.1K	0.1% ($301.1K/$425.7M)	QoQ +40.57% (+$86.9K) YoY +58.80% (+$111.5K)