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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General Motors Co

GM|37045V100

Shares:4.3K

Value:$202.7K

% of Portfolio:0.0% ($202.7K/$425.7M)

TELEDYNE TECHNOLOGIES INC

TDY|879360105

Shares:403

Value:$200.6K

% of Portfolio:0.0% ($200.6K/$425.7M)

NOMURA HOLDINGS INC

NMR|65535H208

Shares:32.5K

Value:$199.6K

% of Portfolio:0.0% ($199.6K/$425.7M)

88636J105

Shares:11.8K

Value:$199.4K

% of Portfolio:0.0% ($199.4K/$425.7M)

PG&E Corp

PCG|69331C108

Shares:10.6K

Value:$182.6K

% of Portfolio:0.0% ($182.6K/$425.7M)

BARCLAYS PLC

BCS|06738E204

Shares:10.6K

Value:$166.2K

% of Portfolio:0.0% ($166.2K/$425.7M)

Lloyds Banking Group plc

LYG|539439109

Shares:38.5K

Value:$146.9K

% of Portfolio:0.0% ($146.9K/$425.7M)

DR REDDYS LABORATORIES LTD

RDY|256135203

Shares:11.0K

Value:$144.9K

% of Portfolio:0.0% ($144.9K/$425.7M)

Haleon plc

HLN|405552100

Shares:13.8K

Value:$142.4K

% of Portfolio:0.0% ($142.4K/$425.7M)

ASE Technology Holding Co., Ltd.

ASX|00215W100

Shares:15.4K

Value:$134.7K

% of Portfolio:0.0% ($134.7K/$425.7M)

TELEFONICA S A

TEF|879382208

Shares:24.6K

Value:$114.5K

% of Portfolio:0.0% ($114.5K/$425.7M)

WIPRO LTD

WIT|97651M109

Shares:37.2K

Value:$113.9K

% of Portfolio:0.0% ($113.9K/$425.7M)

DHT Holdings, Inc.

DHT|Y2065G121

Shares:10.6K

Value:$111.6K

% of Portfolio:0.0% ($111.6K/$425.7M)

HARMONIC INC

HLIT|413160102

Shares:11.6K

Value:$110.9K

% of Portfolio:0.0% ($110.9K/$425.7M)

G50716102

Shares:422.3K

Value:$90.4K

% of Portfolio:0.0% ($90.4K/$425.7M)

NOKIA CORP

NOK|654902204

Shares:14.9K

Value:$78.5K

% of Portfolio:0.0% ($78.5K/$425.7M)

Joby Aviation, Inc.

JOBY|G65163100

Shares:11.0K

Value:$66.4K

% of Portfolio:0.0% ($66.4K/$425.7M)

Enel Chile S.A.

ENIC|29278D105

Shares:20.0K

Value:$65.5K

% of Portfolio:0.0% ($65.5K/$425.7M)

Banco Santander (Brasil) S.A.

BSBR|05967A107

Shares:13.1K

Value:$61.7K

% of Portfolio:0.0% ($61.7K/$425.7M)

Calidi Biotherapeutics, Inc.

CLDI|320703309

Shares:55.0K

Value:$31.1K

% of Portfolio:0.0% ($31.1K/$425.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
General Motors Co(GMcusip37045V100)	4.3K	QoQ -2.70% (-120) YoY NEW(+4.3K)	All Managers (Combined)	$202.7K	0.0% ($202.7K/$425.7M)	QoQ -14.09% (-$33.3K) YoY NEW(+$202.7K)
TELEDYNE TECHNOLOGIES INC(TDYcusip879360105)	403	QoQ NEW(+403) YoY NEW(+403)	All Managers (Combined)	$200.6K	0.0% ($200.6K/$425.7M)	QoQ NEW(+$200.6K) YoY NEW(+$200.6K)
NOMURA HOLDINGS INC(NMRcusip65535H208)	32.5K	QoQ +2.92% (+922) YoY +158.67% (+19.9K)	All Managers (Combined)	$199.6K	0.0% ($199.6K/$425.7M)	QoQ +9.32% (+$17.0K) YoY +147.79% (+$119.0K)
(cusip88636J105)✕	11.8K	QoQ NEW(+11.8K) YoY NEW(+11.8K)	All Managers (Combined)	$199.4K	0.0% ($199.4K/$425.7M)	QoQ NEW(+$199.4K) YoY NEW(+$199.4K)
PG&E Corp(PCGcusip69331C108)	10.6K	QoQ -25.30% (-3.6K) YoY -23.36% (-3.2K)	All Managers (Combined)	$182.6K	0.0% ($182.6K/$425.7M)	QoQ -36.39% (-$104.5K) YoY -21.38% (-$49.7K)
BARCLAYS PLC(BCScusip06738E204)	10.6K	QoQ -1.78% (-193) YoY NEW(+10.6K)	All Managers (Combined)	$166.2K	0.0% ($166.2K/$425.7M)	QoQ +15.60% (-$22.4K) YoY NEW(+$166.2K)
Lloyds Banking Group plc(LYGcusip539439109)	38.5K	QoQ -4.91% (-2.0K) YoY +2.42% (+910)	All Managers (Combined)	$146.9K	0.0% ($146.9K/$425.7M)	QoQ +33.53% (-$36.9K) YoY +51.06% (+$49.7K)
DR REDDYS LABORATORIES LTD(RDYcusip256135203)	11.0K	QoQ -18.34% (-2.5K) YoY NEW(+11.0K)	All Managers (Combined)	$144.9K	0.0% ($144.9K/$425.7M)	QoQ -31.78% (-$67.5K) YoY NEW(+$144.9K)
Haleon plc(HLNcusip405552100)	13.8K	QoQ -19.51% (-3.4K) YoY NEW(+13.8K)	All Managers (Combined)	$142.4K	0.0% ($142.4K/$425.7M)	QoQ -13.18% (-$21.6K) YoY NEW(+$142.4K)
ASE Technology Holding Co., Ltd.(ASXcusip00215W100)	15.4K	QoQ -2.35% (-370) YoY -0.78% (-121)	All Managers (Combined)	$134.7K	0.0% ($134.7K/$425.7M)	QoQ -15.05% (-$23.9K) YoY -20.91% (-$35.6K)
TELEFONICA S A(TEFcusip879382208)	24.6K	QoQ +119.04% (+13.3K) YoY NEW(+24.6K)	All Managers (Combined)	$114.5K	0.0% ($114.5K/$425.7M)	QoQ +152.04% (+$69.0K) YoY NEW(+$114.5K)
WIPRO LTD(WITcusip97651M109)	37.2K	QoQ -2.33% (-891) YoY +105.10% (+19.1K)	All Managers (Combined)	$113.9K	0.0% ($113.9K/$425.7M)	QoQ -15.58% (-$21.0K) YoY +9.15% (+$9.6K)
DHT Holdings, Inc.(DHTcusipY2065G121)	10.6K	QoQ NEW(+10.6K) YoY NEW(+10.6K)	All Managers (Combined)	$111.6K	0.0% ($111.6K/$425.7M)	QoQ NEW(+$111.6K) YoY NEW(+$111.6K)
HARMONIC INC(HLITcusip413160102)	11.6K	QoQ NEW(+11.6K) YoY NEW(+11.6K)	All Managers (Combined)	$110.9K	0.0% ($110.9K/$425.7M)	QoQ NEW(+$110.9K) YoY NEW(+$110.9K)
(cusipG50716102)✕	422.3K	QoQ NEW(+422.3K) YoY NEW(+422.3K)	All Managers (Combined)	$90.4K	0.0% ($90.4K/$425.7M)	QoQ NEW(+$90.4K) YoY NEW(+$90.4K)
NOKIA CORP(NOKcusip654902204)	14.9K	QoQ +4.75% (+676) YoY +9.55% (+1.3K)	All Managers (Combined)	$78.5K	0.0% ($78.5K/$425.7M)	QoQ +24.61% (+$15.5K) YoY +63.09% (+$30.4K)
Joby Aviation, Inc.(JOBYcusipG65163100)	11.0K	QoQ NEW(+11.0K) YoY NEW(+11.0K)	All Managers (Combined)	$66.4K	0.0% ($66.4K/$425.7M)	QoQ NEW(+$66.4K) YoY NEW(+$66.4K)
Enel Chile S.A.(ENICcusip29278D105)	20.0K	QoQ +2.63% (+514) YoY -29.77% (-8.5K)	All Managers (Combined)	$65.5K	0.0% ($65.5K/$425.7M)	QoQ +16.52% (+$9.3K) YoY -24.70% (-$21.5K)
Banco Santander (Brasil) S.A.(BSBRcusip05967A107)	13.1K	QoQ NEW(+13.1K) YoY NEW(+13.1K)	All Managers (Combined)	$61.7K	0.0% ($61.7K/$425.7M)	QoQ NEW(+$61.7K) YoY NEW(+$61.7K)
Calidi Biotherapeutics, Inc.(CLDIcusip320703309)	55.0K	QoQ -38.88% (-35.0K) YoY NEW(+55.0K)	All Managers (Combined)	$31.1K	0.0% ($31.1K/$425.7M)	QoQ -69.91% (-$72.4K) YoY NEW(+$31.1K)