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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25434V302

Shares:11.6K

Value:$299.1K

% of Portfolio:0.1% ($299.1K/$425.7M)

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

ZION|989701107

Shares:6.0K

Value:$298.2K

% of Portfolio:0.1% ($298.2K/$425.7M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:2.1K

Value:$297.8K

% of Portfolio:0.1% ($297.8K/$425.7M)

Hilton Worldwide Holdings Inc.

HLT|43300A203

Shares:1.3K

Value:$297.4K

% of Portfolio:0.1% ($297.4K/$425.7M)

25434V823

Shares:12.4K

Value:$295.9K

% of Portfolio:0.1% ($295.9K/$425.7M)

AppLovin Corp

APP|03831W108

Shares:1.1K

Value:$295.3K

% of Portfolio:0.1% ($295.3K/$425.7M)

46429B697

USMV|46429B697

Shares:3.1K

Value:$294.5K

% of Portfolio:0.1% ($294.5K/$425.7M)

46137V431

Shares:2.9K

Value:$293.7K

% of Portfolio:0.1% ($293.7K/$425.7M)

78464A839

Shares:3.8K

Value:$292.8K

% of Portfolio:0.1% ($292.8K/$425.7M)

UNILEVER PLC

UL|904767704

Shares:4.9K

Value:$291.8K

% of Portfolio:0.1% ($291.8K/$425.7M)

92189F643

Shares:3.3K

Value:$290.4K

% of Portfolio:0.1% ($290.4K/$425.7M)

Bank of New York Mellon Corp

BK|064058100

Shares:3.5K

Value:$290.0K

% of Portfolio:0.1% ($290.0K/$425.7M)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:1.7K

Value:$289.9K

% of Portfolio:0.1% ($289.9K/$425.7M)

AMEREN CORP

AEE|023608102

Shares:2.9K

Value:$286.5K

% of Portfolio:0.1% ($286.5K/$425.7M)

AFLAC INC

AFL|001055102

Shares:2.6K

Value:$285.7K

% of Portfolio:0.1% ($285.7K/$425.7M)

25459W458

Shares:17.5K

Value:$280.3K

% of Portfolio:0.1% ($280.3K/$425.7M)

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

Shares:2.3K

Value:$280.2K

% of Portfolio:0.1% ($280.2K/$425.7M)

Sunrun Inc.

RUN|86771W105

Shares:47.8K

Value:$280.2K

% of Portfolio:0.1% ($280.2K/$425.7M)

45782C318

Shares:7.7K

Value:$274.7K

% of Portfolio:0.1% ($274.7K/$425.7M)

Primo Brands Corp

PRMB|741623102

Shares:7.7K

Value:$274.5K

% of Portfolio:0.1% ($274.5K/$425.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V302)✕	11.6K	QoQ -1.82% (-215) YoY -51.56% (-12.3K)	All Managers (Combined)	$299.1K	0.1% ($299.1K/$425.7M)	QoQ +0.17% (-$536) YoY -49.27% (-$290.6K)
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/(ZIONcusip989701107)	6.0K	QoQ -0.63% (-38) YoY +1.78% (+105)	All Managers (Combined)	$298.2K	0.1% ($298.2K/$425.7M)	QoQ -8.67% (-$28.3K) YoY +16.93% (+$43.2K)
KIMBERLY CLARK CORP(KMBcusip494368103)	2.1K	QoQ -13.35% (-320) YoY +9.89% (+187)	All Managers (Combined)	$297.8K	0.1% ($297.8K/$425.7M)	QoQ -6.06% (-$19.2K) YoY +20.72% (+$51.1K)
Hilton Worldwide Holdings Inc.(HLTcusip43300A203)	1.3K	QoQ -3.82% (-52) YoY +3.07% (+39)	All Managers (Combined)	$297.4K	0.1% ($297.4K/$425.7M)	QoQ -11.42% (-$38.4K) YoY +9.95% (+$26.9K)
(cusip25434V823)✕	12.4K	QoQ -2.99% (-384) YoY -53.60% (-14.4K)	All Managers (Combined)	$295.9K	0.1% ($295.9K/$425.7M)	QoQ -0.90% (-$2.7K) YoY -50.69% (-$304.3K)
AppLovin Corp(APPcusip03831W108)	1.1K	QoQ +41.19% (+325) YoY NEW(+1.1K)	All Managers (Combined)	$295.3K	0.1% ($295.3K/$425.7M)	QoQ +15.51% (+$39.7K) YoY NEW(+$295.3K)
(USMVcusip46429B697)	3.1K	QoQ +26.16% (+652) YoY NEW(+3.1K)	All Managers (Combined)	$294.5K	0.1% ($294.5K/$425.7M)	QoQ +33.11% (+$73.3K) YoY NEW(+$294.5K)
(cusip46137V431)✕	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$293.7K	0.1% ($293.7K/$425.7M)	QoQ NEW(+$293.7K) YoY NEW(+$293.7K)
(cusip78464A839)✕	3.8K	QoQ -6.24% (-253) YoY -63.22% (-6.5K)	All Managers (Combined)	$292.8K	0.1% ($292.8K/$425.7M)	QoQ -9.92% (-$32.2K) YoY -62.72% (-$492.6K)
UNILEVER PLC(ULcusip904767704)	4.9K	QoQ -11.74% (-652) YoY -18.50% (-1.1K)	All Managers (Combined)	$291.8K	0.1% ($291.8K/$425.7M)	QoQ -7.30% (-$23.0K) YoY -3.30% (-$10.0K)
(cusip92189F643)✕	3.3K	QoQ NEW(+3.3K) YoY NEW(+3.3K)	All Managers (Combined)	$290.4K	0.1% ($290.4K/$425.7M)	QoQ NEW(+$290.4K) YoY NEW(+$290.4K)
Bank of New York Mellon Corp(BKcusip064058100)	3.5K	QoQ -1.65% (-58) YoY NEW(+3.5K)	All Managers (Combined)	$290.0K	0.1% ($290.0K/$425.7M)	QoQ +7.37% (-$19.9K) YoY NEW(+$290.0K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	1.7K	QoQ +1.44% (+24) YoY +7.34% (+115)	All Managers (Combined)	$289.9K	0.1% ($289.9K/$425.7M)	QoQ +17.51% (+$43.2K) YoY +34.76% (+$74.8K)
AMEREN CORP(AEEcusip023608102)	2.9K	QoQ -1.48% (-43) YoY NEW(+2.9K)	All Managers (Combined)	$286.5K	0.1% ($286.5K/$425.7M)	QoQ +10.95% (-$28.3K) YoY NEW(+$286.5K)
AFLAC INC(AFLcusip001055102)	2.6K	QoQ -2.68% (-71) YoY NEW(+2.6K)	All Managers (Combined)	$285.7K	0.1% ($285.7K/$425.7M)	QoQ +4.60% (-$12.6K) YoY NEW(+$285.7K)
(cusip25459W458)✕	17.5K	QoQ NEW(+17.5K) YoY NEW(+17.5K)	All Managers (Combined)	$280.3K	0.1% ($280.3K/$425.7M)	QoQ NEW(+$280.3K) YoY NEW(+$280.3K)
HARTFORD INSURANCE GROUP, INC.(HIGcusip416515104)	2.3K	QoQ -2.63% (-61) YoY +1.94% (+43)	All Managers (Combined)	$280.2K	0.1% ($280.2K/$425.7M)	QoQ +10.04% (-$25.6K) YoY +22.34% (+$51.2K)
Sunrun Inc.(RUNcusip86771W105)	47.8K	QoQ +99.18% (+23.8K) YoY +24.17% (-9.3K)	All Managers (Combined)	$280.2K	0.1% ($280.2K/$425.7M)	QoQ +26.18% (+$58.1K) YoY -44.78% (-$227.3K)
(cusip45782C318)✕	7.7K	QoQ 0.00% (-0) YoY NEW(+7.7K)	All Managers (Combined)	$274.7K	0.1% ($274.7K/$425.7M)	QoQ -0.29% (-$824) YoY NEW(+$274.7K)
Primo Brands Corp(PRMBcusip741623102)	7.7K	QoQ -1.08% (-85) YoY NEW(+7.7K)	All Managers (Combined)	$274.5K	0.1% ($274.5K/$425.7M)	QoQ +14.08% (-$33.9K) YoY NEW(+$274.5K)