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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COPART INC

CPRT|217204106

Shares:4.8K

Value:$273.8K

% of Portfolio:0.1% ($273.8K/$425.7M)

KKR & Co. Inc.

KKR|48251W104

Shares:2.4K

Value:$271.7K

% of Portfolio:0.1% ($271.7K/$425.7M)

ANALOG DEVICES INC

ADI|032654105

Shares:1.3K

Value:$269.7K

% of Portfolio:0.1% ($269.7K/$425.7M)

ONEOK INC /NEW/

OKE|682680103

Shares:2.7K

Value:$269.5K

% of Portfolio:0.1% ($269.5K/$425.7M)

CORPAY, INC.

CPAY|219948106

Shares:755

Value:$263.3K

% of Portfolio:0.1% ($263.3K/$425.7M)

BOEING CO

BA|097023105

Shares:1.5K

Value:$260.7K

% of Portfolio:0.1% ($260.7K/$425.7M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:882

Value:$260.3K

% of Portfolio:0.1% ($260.3K/$425.7M)

Cipher Mining Inc.

CIFR|17253J106

Shares:112.7K

Value:$259.3K

% of Portfolio:0.1% ($259.3K/$425.7M)

PACCAR INC

PCAR|693718108

Shares:2.7K

Value:$258.6K

% of Portfolio:0.1% ($258.6K/$425.7M)

464287515

Shares:2.9K

Value:$257.9K

% of Portfolio:0.1% ($257.9K/$425.7M)

46436E577

Shares:25.0K

Value:$257.1K

% of Portfolio:0.1% ($257.1K/$425.7M)

Sony Group Corp

SONY|835699307

Shares:10.1K

Value:$255.6K

% of Portfolio:0.1% ($255.6K/$425.7M)

Corteva, Inc.

CTVA|22052L104

Shares:4.1K

Value:$255.5K

% of Portfolio:0.1% ($255.5K/$425.7M)

NEWMONT Corp /DE/

NEM|651639106

Shares:5.3K

Value:$254.8K

% of Portfolio:0.1% ($254.8K/$425.7M)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:2.3K

Value:$253.9K

% of Portfolio:0.1% ($253.9K/$425.7M)

ELBIT SYSTEMS LTD

ESLT|M3760D101

Shares:657

Value:$252.2K

% of Portfolio:0.1% ($252.2K/$425.7M)

315948109

Shares:3.5K

Value:$251.3K

% of Portfolio:0.1% ($251.3K/$425.7M)

RELX PLC

RELX|759530108

Shares:4.9K

Value:$248.5K

% of Portfolio:0.1% ($248.5K/$425.7M)

97717Y725

Shares:5.6K

Value:$247.3K

% of Portfolio:0.1% ($247.3K/$425.7M)

Encompass Health Corp

EHC|29261A100

Shares:2.4K

Value:$246.4K

% of Portfolio:0.1% ($246.4K/$425.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
COPART INC(CPRTcusip217204106)	4.8K	QoQ -3.41% (-171) YoY -5.22% (-267)	All Managers (Combined)	$273.8K	0.1% ($273.8K/$425.7M)	QoQ -4.75% (-$13.7K) YoY -7.40% (-$21.9K)
KKR & Co. Inc.(KKRcusip48251W104)	2.4K	QoQ -1.13% (-27) YoY +4.95% (+111)	All Managers (Combined)	$271.7K	0.1% ($271.7K/$425.7M)	QoQ -22.72% (-$79.9K) YoY +20.67% (+$46.6K)
ANALOG DEVICES INC(ADIcusip032654105)	1.3K	QoQ -3.18% (-44) YoY +7.30% (+91)	All Managers (Combined)	$269.7K	0.1% ($269.7K/$425.7M)	QoQ -8.12% (-$23.8K) YoY +9.41% (+$23.2K)
ONEOK INC /NEW/(OKEcusip682680103)	2.7K	QoQ -0.98% (-27) YoY +6.09% (+156)	All Managers (Combined)	$269.5K	0.1% ($269.5K/$425.7M)	QoQ -2.16% (-$6.0K) YoY +31.28% (+$64.2K)
CORPAY, INC.(CPAYcusip219948106)	755	QoQ -1.56% (-12) YoY +0.13% (+1)	All Managers (Combined)	$263.3K	0.1% ($263.3K/$425.7M)	QoQ +1.43% (-$3.7K) YoY +13.17% (+$30.6K)
BOEING CO(BAcusip097023105)	1.5K	QoQ +33.18% (+381) YoY +1.86% (-28)	All Managers (Combined)	$260.7K	0.1% ($260.7K/$425.7M)	QoQ +28.34% (+$57.6K) YoY -10.00% (-$29.0K)
Air Products & Chemicals, Inc.(APDcusip009158106)	882	QoQ +14.10% (+109) YoY NEW(+882)	All Managers (Combined)	$260.3K	0.1% ($260.3K/$425.7M)	QoQ +16.08% (+$36.1K) YoY NEW(+$260.3K)
Cipher Mining Inc.(CIFRcusip17253J106)	112.7K	QoQ +11.39% (-11.5K) YoY NEW(+112.7K)	All Managers (Combined)	$259.3K	0.1% ($259.3K/$425.7M)	QoQ -44.78% (-$210.3K) YoY NEW(+$259.3K)
PACCAR INC(PCARcusip693718108)	2.7K	QoQ -5.98% (-169) YoY -5.54% (-156)	All Managers (Combined)	$258.6K	0.1% ($258.6K/$425.7M)	QoQ -14.46% (-$43.7K) YoY -25.75% (-$89.7K)
(cusip464287515)✕	2.9K	QoQ +2.43% (-69) YoY +22.02% (+523)	All Managers (Combined)	$257.9K	0.1% ($257.9K/$425.7M)	QoQ -8.94% (-$25.3K) YoY +27.34% (+$55.4K)
(cusip46436E577)✕	25.0K	QoQ +11.25% (+2.5K) YoY NEW(+25.0K)	All Managers (Combined)	$257.1K	0.1% ($257.1K/$425.7M)	QoQ +15.64% (+$34.8K) YoY NEW(+$257.1K)
Sony Group Corp(SONYcusip835699307)	10.1K	QoQ +0.25% (+26) YoY NEW(+10.1K)	All Managers (Combined)	$255.6K	0.1% ($255.6K/$425.7M)	QoQ +20.29% (+$43.1K) YoY NEW(+$255.6K)
Corteva, Inc.(CTVAcusip22052L104)	4.1K	QoQ -1.71% (-71) YoY -2.80% (-117)	All Managers (Combined)	$255.5K	0.1% ($255.5K/$425.7M)	QoQ +8.58% (-$20.2K) YoY +6.05% (-$14.6K)
NEWMONT Corp /DE/(NEMcusip651639106)	5.3K	QoQ NEW(+5.3K) YoY NEW(+5.3K)	All Managers (Combined)	$254.8K	0.1% ($254.8K/$425.7M)	QoQ NEW(+$254.8K) YoY NEW(+$254.8K)
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	2.3K	QoQ -4.94% (-120) YoY -0.90% (-21)	All Managers (Combined)	$253.9K	0.1% ($253.9K/$425.7M)	QoQ -0.07% (-$202) YoY +4.59% (-$11.1K)
ELBIT SYSTEMS LTD(ESLTcusipM3760D101)	657	QoQ NEW(+657) YoY NEW(+657)	All Managers (Combined)	$252.2K	0.1% ($252.2K/$425.7M)	QoQ NEW(+$252.2K) YoY NEW(+$252.2K)
(cusip315948109)✕	3.5K	QoQ +37.91% (+960) YoY NEW(+3.5K)	All Managers (Combined)	$251.3K	0.1% ($251.3K/$425.7M)	QoQ +21.66% (+$44.8K) YoY NEW(+$251.3K)
RELX PLC(RELXcusip759530108)	4.9K	QoQ +1.31% (+64) YoY +4.14% (+196)	All Managers (Combined)	$248.5K	0.1% ($248.5K/$425.7M)	QoQ +12.44% (+$27.5K) YoY +21.28% (+$43.6K)
(cusip97717Y725)✕	5.6K	QoQ +0.74% (+42) YoY NEW(+5.6K)	All Managers (Combined)	$247.3K	0.1% ($247.3K/$425.7M)	QoQ +2.20% (+$5.3K) YoY NEW(+$247.3K)
Encompass Health Corp(EHCcusip29261A100)	2.4K	QoQ -1.05% (-26) YoY NEW(+2.4K)	All Managers (Combined)	$246.4K	0.1% ($246.4K/$425.7M)	QoQ +8.51% (-$19.3K) YoY NEW(+$246.4K)