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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88636R834

Shares:9.2K

Value:$245.8K

% of Portfolio:0.1% ($245.8K/$425.7M)

PEPSICO INC

PEP|713448108

Shares:1.6K

Value:$242.8K

% of Portfolio:0.1% ($242.8K/$425.7M)

IREN Ltd

IREN|Q4982L109

Shares:39.7K

Value:$242.0K

% of Portfolio:0.1% ($242.0K/$425.7M)

Roblox Corp

RBLX|771049103

Shares:4.1K

Value:$240.5K

% of Portfolio:0.1% ($240.5K/$425.7M)

354921108

Shares:5.0K

Value:$238.8K

% of Portfolio:0.1% ($238.8K/$425.7M)

ASTRAZENECA PLC

AZN|046353108

Shares:3.2K

Value:$237.3K

% of Portfolio:0.1% ($237.3K/$425.7M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:2.5K

Value:$236.0K

% of Portfolio:0.1% ($236.0K/$425.7M)

ECOLAB INC.

ECL|278865100

Shares:920

Value:$233.8K

% of Portfolio:0.1% ($233.8K/$425.7M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:3.5K

Value:$231.2K

% of Portfolio:0.1% ($231.2K/$425.7M)

ASML HOLDING NV

ASML|N07059210

Shares:344

Value:$227.6K

% of Portfolio:0.1% ($227.6K/$425.7M)

ING GROEP NV

ING|456837103

Shares:11.6K

Value:$227.4K

% of Portfolio:0.1% ($227.4K/$425.7M)

DuPont de Nemours, Inc.

DD|26614N102

Shares:3.0K

Value:$226.1K

% of Portfolio:0.1% ($226.1K/$425.7M)

EOG RESOURCES INC

EOG|26875P101

Shares:1.8K

Value:$225.8K

% of Portfolio:0.1% ($225.8K/$425.7M)

CBRE GROUP, INC.

CBRE|12504L109

Shares:1.7K

Value:$225.3K

% of Portfolio:0.1% ($225.3K/$425.7M)

19762B707

Shares:3.8K

Value:$224.4K

% of Portfolio:0.1% ($224.4K/$425.7M)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:3.7K

Value:$222.9K

% of Portfolio:0.1% ($222.9K/$425.7M)

HESS CORP

HES|42809H107

Shares:1.4K

Value:$222.9K

% of Portfolio:0.1% ($222.9K/$425.7M)

SOUTHERN COPPER CORP/

SCCO|84265V105

Shares:2.4K

Value:$222.7K

% of Portfolio:0.1% ($222.7K/$425.7M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:2.0K

Value:$221.7K

% of Portfolio:0.1% ($221.7K/$425.7M)

NVR INC

NVR|62944T105

Shares:31

Value:$221.0K

% of Portfolio:0.1% ($221.0K/$425.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip88636R834)✕	9.2K	QoQ NEW(+9.2K) YoY NEW(+9.2K)	All Managers (Combined)	$245.8K	0.1% ($245.8K/$425.7M)	QoQ NEW(+$245.8K) YoY NEW(+$245.8K)
PEPSICO INC(PEPcusip713448108)	1.6K	QoQ -0.24% (-4) YoY -63.54% (-2.8K)	All Managers (Combined)	$242.8K	0.1% ($242.8K/$425.7M)	QoQ -2.82% (-$7.0K) YoY -69.02% (-$540.9K)
IREN Ltd(IRENcusipQ4982L109)	39.7K	QoQ +0.13% (-55) YoY NEW(+39.7K)	All Managers (Combined)	$242.0K	0.1% ($242.0K/$425.7M)	QoQ -37.89% (-$147.7K) YoY NEW(+$242.0K)
Roblox Corp(RBLXcusip771049103)	4.1K	QoQ NEW(+4.1K) YoY NEW(+4.1K)	All Managers (Combined)	$240.5K	0.1% ($240.5K/$425.7M)	QoQ NEW(+$240.5K) YoY NEW(+$240.5K)
(cusip354921108)✕	5.0K	QoQ 0.00% (-0) YoY NEW(+5.0K)	All Managers (Combined)	$238.8K	0.1% ($238.8K/$425.7M)	QoQ -11.80% (-$31.9K) YoY NEW(+$238.8K)
ASTRAZENECA PLC(AZNcusip046353108)	3.2K	QoQ +1.09% (+35) YoY -15.76% (-604)	All Managers (Combined)	$237.3K	0.1% ($237.3K/$425.7M)	QoQ +13.40% (+$28.0K) YoY -8.60% (-$22.3K)
COLGATE PALMOLIVE CO(CLcusip194162103)	2.5K	QoQ -16.42% (-495) YoY NEW(+2.5K)	All Managers (Combined)	$236.0K	0.1% ($236.0K/$425.7M)	QoQ -13.87% (-$38.0K) YoY NEW(+$236.0K)
ECOLAB INC.(ECLcusip278865100)	920	QoQ +3.13% (+28) YoY NEW(+920)	All Managers (Combined)	$233.8K	0.1% ($233.8K/$425.7M)	QoQ +11.54% (+$24.2K) YoY NEW(+$233.8K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	3.5K	QoQ -3.82% (-141) YoY -16.51% (-701)	All Managers (Combined)	$231.2K	0.1% ($231.2K/$425.7M)	QoQ -26.47% (-$83.3K) YoY -18.68% (-$53.1K)
ASML HOLDING NV(ASMLcusipN07059210)	344	QoQ -50.92% (-357) YoY -22.34% (-99)	All Managers (Combined)	$227.6K	0.1% ($227.6K/$425.7M)	QoQ -53.16% (-$258.4K) YoY -46.99% (-$201.8K)
ING GROEP NV(INGcusip456837103)	11.6K	QoQ +6.48% (+707) YoY +6.59% (+718)	All Managers (Combined)	$227.4K	0.1% ($227.4K/$425.7M)	QoQ +33.12% (+$56.6K) YoY +26.62% (+$47.8K)
DuPont de Nemours, Inc.(DDcusip26614N102)	3.0K	QoQ -8.13% (-268) YoY -2.03% (-63)	All Managers (Combined)	$226.1K	0.1% ($226.1K/$425.7M)	QoQ -10.04% (-$25.2K) YoY -4.60% (-$10.9K)
EOG RESOURCES INC(EOGcusip26875P101)	1.8K	QoQ -15.91% (-333) YoY -16.98% (-360)	All Managers (Combined)	$225.8K	0.1% ($225.8K/$425.7M)	QoQ -12.01% (-$30.8K) YoY -16.71% (-$45.3K)
CBRE GROUP, INC.(CBREcusip12504L109)	1.7K	QoQ -0.51% (-9) YoY NEW(+1.7K)	All Managers (Combined)	$225.3K	0.1% ($225.3K/$425.7M)	QoQ -0.90% (-$2.1K) YoY NEW(+$225.3K)
(cusip19762B707)✕	3.8K	QoQ NEW(+3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$224.4K	0.1% ($224.4K/$425.7M)	QoQ NEW(+$224.4K) YoY NEW(+$224.4K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	3.7K	QoQ -2.38% (-91) YoY NEW(+3.7K)	All Managers (Combined)	$222.9K	0.1% ($222.9K/$425.7M)	QoQ +7.82% (-$16.2K) YoY NEW(+$222.9K)
HESS CORP(HEScusip42809H107)	1.4K	QoQ -65.15% (-2.6K) YoY -69.18% (-3.1K)	All Managers (Combined)	$222.9K	0.1% ($222.9K/$425.7M)	QoQ -58.13% (-$309.5K) YoY -67.75% (-$468.2K)
SOUTHERN COPPER CORP/(SCCOcusip84265V105)	2.4K	QoQ -54.00% (-2.8K) YoY +0.76% (-18)	All Managers (Combined)	$222.7K	0.1% ($222.7K/$425.7M)	QoQ -52.82% (-$249.4K) YoY -11.59% (-$29.2K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$221.7K	0.1% ($221.7K/$425.7M)	QoQ NEW(+$221.7K) YoY NEW(+$221.7K)
NVR INC(NVRcusip62944T105)	31	QoQ -3.12% (-1) YoY +19.23% (+5)	All Managers (Combined)	$221.0K	0.1% ($221.0K/$425.7M)	QoQ -15.57% (-$40.8K) YoY +4.91% (+$10.4K)