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

Page 15 of 17

Sort by:

Fortinet, Inc.

FTNT|34959E109

Shares:2.3K

Value:$220.9K

% of Portfolio:0.1% ($220.9K/$425.7M)

OLD DOMINION FREIGHT LINE, INC.

ODFL|679580100

Shares:1.3K

Value:$220.2K

% of Portfolio:0.1% ($220.2K/$425.7M)

921937827

BSV|921937827

Shares:2.8K

Value:$220.1K

% of Portfolio:0.1% ($220.1K/$425.7M)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:864

Value:$219.7K

% of Portfolio:0.1% ($219.7K/$425.7M)

GE Vernova Inc.

GEV|36828A101

Shares:719

Value:$219.4K

% of Portfolio:0.1% ($219.4K/$425.7M)

25434V609

Shares:4.2K

Value:$217.1K

% of Portfolio:0.1% ($217.1K/$425.7M)

SYNOPSYS INC

SNPS|871607107

Shares:503

Value:$215.7K

% of Portfolio:0.1% ($215.7K/$425.7M)

SHOPIFY INC.

SHOP|82509L107

Shares:2.3K

Value:$215.6K

% of Portfolio:0.1% ($215.6K/$425.7M)

UNIVERSAL HEALTH SERVICES INC

UHS|913903100

Shares:1.1K

Value:$215.6K

% of Portfolio:0.1% ($215.6K/$425.7M)

LAM RESEARCH CORP

LRCX|512807306

Shares:2.9K

Value:$212.9K

% of Portfolio:0.1% ($212.9K/$425.7M)

Verisk Analytics, Inc.

VRSK|92345Y106

Shares:714

Value:$212.5K

% of Portfolio:0.0% ($212.5K/$425.7M)

53700T827

Shares:8.4K

Value:$212.2K

% of Portfolio:0.0% ($212.2K/$425.7M)

NEXSTAR MEDIA GROUP, INC.

NXST|65336K103

Shares:1.2K

Value:$210.3K

% of Portfolio:0.0% ($210.3K/$425.7M)

LPL Financial Holdings Inc.

LPLA|50212V100

Shares:638

Value:$208.8K

% of Portfolio:0.0% ($208.8K/$425.7M)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:3.8K

Value:$207.2K

% of Portfolio:0.0% ($207.2K/$425.7M)

31609A305

Shares:6.6K

Value:$207.2K

% of Portfolio:0.0% ($207.2K/$425.7M)

WILLIS TOWERS WATSON PLC

WTW|G96629103

Shares:610

Value:$206.6K

% of Portfolio:0.0% ($206.6K/$425.7M)

F5, INC.

FFIV|315616102

Shares:771

Value:$205.3K

% of Portfolio:0.0% ($205.3K/$425.7M)

KELLANOVA

K|487836108

Shares:2.5K

Value:$204.9K

% of Portfolio:0.0% ($204.9K/$425.7M)

Infosys Ltd

INFY|456788108

Shares:11.2K

Value:$204.6K

% of Portfolio:0.0% ($204.6K/$425.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Fortinet, Inc.(FTNTcusip34959E109)	2.3K	QoQ -2.25% (-53) YoY NEW(+2.3K)	All Managers (Combined)	$220.9K	0.1% ($220.9K/$425.7M)	QoQ -0.41% (-$923) YoY NEW(+$220.9K)
OLD DOMINION FREIGHT LINE, INC.(ODFLcusip679580100)	1.3K	QoQ -17.43% (-281) YoY -19.23% (-317)	All Managers (Combined)	$220.2K	0.1% ($220.2K/$425.7M)	QoQ -22.56% (-$64.1K) YoY -39.05% (-$141.1K)
(BSVcusip921937827)	2.8K	QoQ 0.00% (+0) YoY -86.01% (-17.3K)	All Managers (Combined)	$220.1K	0.1% ($220.1K/$425.7M)	QoQ +1.30% (+$2.8K) YoY -85.71% (-$1.3M)
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	864	QoQ -7.09% (-66) YoY -8.08% (-76)	All Managers (Combined)	$219.7K	0.1% ($219.7K/$425.7M)	QoQ -21.36% (-$59.7K) YoY -24.90% (-$72.9K)
GE Vernova Inc.(GEVcusip36828A101)	719	QoQ -2.96% (-22) YoY NEW(+719)	All Managers (Combined)	$219.4K	0.1% ($219.4K/$425.7M)	QoQ -9.99% (-$24.4K) YoY NEW(+$219.4K)
(cusip25434V609)✕	4.2K	QoQ NEW(+4.2K) YoY NEW(+4.2K)	All Managers (Combined)	$217.1K	0.1% ($217.1K/$425.7M)	QoQ NEW(+$217.1K) YoY NEW(+$217.1K)
SYNOPSYS INC(SNPScusip871607107)	503	QoQ -10.81% (-61) YoY -14.89% (-88)	All Managers (Combined)	$215.7K	0.1% ($215.7K/$425.7M)	QoQ -21.12% (-$57.8K) YoY -36.13% (-$122.0K)
SHOPIFY INC.(SHOPcusip82509L107)	2.3K	QoQ +9.76% (-201) YoY NEW(+2.3K)	All Managers (Combined)	$215.6K	0.1% ($215.6K/$425.7M)	QoQ -1.43% (-$3.1K) YoY NEW(+$215.6K)
UNIVERSAL HEALTH SERVICES INC(UHScusip913903100)	1.1K	QoQ -5.67% (-69) YoY -2.46% (-29)	All Managers (Combined)	$215.6K	0.1% ($215.6K/$425.7M)	QoQ -1.17% (-$2.6K) YoY +0.43% (-$927)
LAM RESEARCH CORP(LRCXcusip512807306)	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$212.9K	0.1% ($212.9K/$425.7M)	QoQ NEW(+$212.9K) YoY NEW(+$212.9K)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	714	QoQ NEW(+714) YoY NEW(+714)	All Managers (Combined)	$212.5K	0.0% ($212.5K/$425.7M)	QoQ NEW(+$212.5K) YoY NEW(+$212.5K)
(cusip53700T827)✕	8.4K	QoQ -16.00% (-1.6K) YoY NEW(+8.4K)	All Managers (Combined)	$212.2K	0.0% ($212.2K/$425.7M)	QoQ -18.88% (-$49.4K) YoY NEW(+$212.2K)
NEXSTAR MEDIA GROUP, INC.(NXSTcusip65336K103)	1.2K	QoQ -11.13% (-147) YoY NEW(+1.2K)	All Managers (Combined)	$210.3K	0.0% ($210.3K/$425.7M)	QoQ +0.87% (-$1.8K) YoY NEW(+$210.3K)
LPL Financial Holdings Inc.(LPLAcusip50212V100)	638	QoQ -3.62% (-24) YoY -31.32% (-291)	All Managers (Combined)	$208.8K	0.0% ($208.8K/$425.7M)	QoQ -3.41% (-$7.4K) YoY -14.95% (-$36.7K)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	3.8K	QoQ -1.57% (-60) YoY NEW(+3.8K)	All Managers (Combined)	$207.2K	0.0% ($207.2K/$425.7M)	QoQ +2.22% (-$4.5K) YoY NEW(+$207.2K)
(cusip31609A305)✕	6.6K	QoQ NEW(+6.6K) YoY NEW(+6.6K)	All Managers (Combined)	$207.2K	0.0% ($207.2K/$425.7M)	QoQ NEW(+$207.2K) YoY NEW(+$207.2K)
WILLIS TOWERS WATSON PLC(WTWcusipG96629103)	610	QoQ NEW(+610) YoY NEW(+610)	All Managers (Combined)	$206.6K	0.0% ($206.6K/$425.7M)	QoQ NEW(+$206.6K) YoY NEW(+$206.6K)
F5, INC.(FFIVcusip315616102)	771	QoQ NEW(+771) YoY NEW(+771)	All Managers (Combined)	$205.3K	0.0% ($205.3K/$425.7M)	QoQ NEW(+$205.3K) YoY NEW(+$205.3K)
KELLANOVA(Kcusip487836108)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$204.9K	0.0% ($204.9K/$425.7M)	QoQ NEW(+$204.9K) YoY NEW(+$204.9K)
Infosys Ltd(INFYcusip456788108)	11.2K	QoQ -6.84% (-824) YoY -5.19% (-614)	All Managers (Combined)	$204.6K	0.0% ($204.6K/$425.7M)	QoQ -22.44% (-$59.2K) YoY -3.49% (-$7.4K)