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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Alphabet Inc.

GOOGL|02079K305

Shares:25.8K

Value:$4.0M

% of Portfolio:0.9% ($4.0M/$425.7M)

92206C870

VCIT|92206C870

Shares:48.5K

Value:$4.0M

% of Portfolio:0.9% ($4.0M/$425.7M)

EXXON MOBIL CORP

XOM|30231G102

Shares:32.1K

Value:$3.8M

% of Portfolio:0.9% ($3.8M/$425.7M)

Tesla, Inc.

TSLA|88160R101

Shares:13.9K

Value:$3.6M

% of Portfolio:0.8% ($3.6M/$425.7M)

92189F452

Shares:316.6K

Value:$3.5M

% of Portfolio:0.8% ($3.5M/$425.7M)

922908769

VTI|922908769

Shares:12.5K

Value:$3.4M

% of Portfolio:0.8% ($3.4M/$425.7M)

Alphabet Inc.

GOOG|02079K107

Shares:20.0K

Value:$3.1M

% of Portfolio:0.7% ($3.1M/$425.7M)

VISA INC.

V|92826C839

Shares:8.7K

Value:$3.0M

% of Portfolio:0.7% ($3.0M/$425.7M)

381430107

GSIE|381430107

Shares:72.7K

Value:$2.6M

% of Portfolio:0.6% ($2.6M/$425.7M)

464288513

Shares:32.7K

Value:$2.6M

% of Portfolio:0.6% ($2.6M/$425.7M)

Accenture plc

ACN|G1151C101

Shares:8.2K

Value:$2.6M

% of Portfolio:0.6% ($2.6M/$425.7M)

46436E866

Shares:109.6K

Value:$2.6M

% of Portfolio:0.6% ($2.6M/$425.7M)

Walmart Inc.

WMT|931142103

Shares:28.4K

Value:$2.5M

% of Portfolio:0.6% ($2.5M/$425.7M)

PIMCO Dynamic Income Fund

PDI|72201Y101

Shares:122.9K

Value:$2.5M

% of Portfolio:0.6% ($2.5M/$425.7M)

Broadcom Inc.

AVGO|11135F101

Shares:14.6K

Value:$2.4M

% of Portfolio:0.6% ($2.4M/$425.7M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:2.5K

Value:$2.4M

% of Portfolio:0.6% ($2.4M/$425.7M)

abrdn Income Credit Strategies Fund

ACP|003057106

Shares:402.9K

Value:$2.4M

% of Portfolio:0.6% ($2.4M/$425.7M)

381430180

Shares:40.5K

Value:$2.4M

% of Portfolio:0.6% ($2.4M/$425.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:9.1K

Value:$2.2M

% of Portfolio:0.5% ($2.2M/$425.7M)

ABBOTT LABORATORIES

ABT|002824100

Shares:16.5K

Value:$2.2M

% of Portfolio:0.5% ($2.2M/$425.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alphabet Inc.(GOOGLcusip02079K305)	25.8K	QoQ +8.72% (-2.1K) YoY +16.01% (+3.6K)	All Managers (Combined)	$4.0M	0.9% ($4.0M/$425.7M)	QoQ -11.17% (-$502.2K) YoY +18.86% (+$633.3K)
(VCITcusip92206C870)	48.5K	QoQ -5.10% (-2.6K) YoY +38.61% (+13.5K)	All Managers (Combined)	$4.0M	0.9% ($4.0M/$425.7M)	QoQ -3.34% (-$137.0K) YoY +40.76% (+$1.1M)
EXXON MOBIL CORP(XOMcusip30231G102)	32.1K	QoQ +12.47% (+3.6K) YoY +79.65% (+14.2K)	All Managers (Combined)	$3.8M	0.9% ($3.8M/$425.7M)	QoQ +24.35% (+$747.2K) YoY +83.81% (+$1.7M)
Tesla, Inc.(TSLAcusip88160R101)	13.9K	QoQ +50.27% (-4.6K) YoY +122.80% (+7.6K)	All Managers (Combined)	$3.6M	0.8% ($3.6M/$425.7M)	QoQ -3.56% (-$132.9K) YoY +228.48% (+$2.5M)
(cusip92189F452)✕	316.6K	QoQ +7.01% (+20.8K) YoY +146.20% (+188.0K)	All Managers (Combined)	$3.5M	0.8% ($3.5M/$425.7M)	QoQ +12.55% (+$394.5K) YoY +135.25% (+$2.0M)
(VTIcusip922908769)	12.5K	QoQ +5.93% (+700) YoY -54.05% (-14.7K)	All Managers (Combined)	$3.4M	0.8% ($3.4M/$425.7M)	QoQ +0.47% (+$16.1K) YoY -51.41% (-$3.6M)
Alphabet Inc.(GOOGcusip02079K107)	20.0K	QoQ +11.12% (-2.0K) YoY +13.57% (+2.4K)	All Managers (Combined)	$3.1M	0.7% ($3.1M/$425.7M)	QoQ -8.83% (-$302.8K) YoY +16.53% (+$443.3K)
VISA INC.(Vcusip92826C839)	8.7K	QoQ +71.21% (+3.6K) YoY +83.06% (+3.9K)	All Managers (Combined)	$3.0M	0.7% ($3.0M/$425.7M)	QoQ +89.86% (+$1.4M) YoY +129.88% (+$1.7M)
(GSIEcusip381430107)	72.7K	QoQ -6.33% (-4.9K) YoY +5.00% (+3.5K)	All Managers (Combined)	$2.6M	0.6% ($2.6M/$425.7M)	QoQ +0.03% (-$790) YoY +9.16% (+$217.6K)
(cusip464288513)✕	32.7K	QoQ +6.02% (+1.9K) YoY +112.44% (+17.3K)	All Managers (Combined)	$2.6M	0.6% ($2.6M/$425.7M)	QoQ +6.34% (+$153.8K) YoY +115.61% (+$1.4M)
Accenture plc(ACNcusipG1151C101)	8.2K	QoQ -0.74% (-62) YoY -1.35% (-113)	All Managers (Combined)	$2.6M	0.6% ($2.6M/$425.7M)	QoQ -11.95% (-$349.5K) YoY -11.18% (-$324.1K)
(cusip46436E866)✕	109.6K	QoQ NEW(+109.6K) YoY NEW(+109.6K)	All Managers (Combined)	$2.6M	0.6% ($2.6M/$425.7M)	QoQ NEW(+$2.6M) YoY NEW(+$2.6M)
Walmart Inc.(WMTcusip931142103)	28.4K	QoQ +68.19% (+11.5K) YoY +77.10% (+12.3K)	All Managers (Combined)	$2.5M	0.6% ($2.5M/$425.7M)	QoQ +63.48% (+$969.1K) YoY +158.17% (+$1.5M)
PIMCO Dynamic Income Fund(PDIcusip72201Y101)	122.9K	QoQ +22.39% (+22.5K) YoY NEW(+122.9K)	All Managers (Combined)	$2.5M	0.6% ($2.5M/$425.7M)	QoQ +32.09% (+$597.5K) YoY NEW(+$2.5M)
Broadcom Inc.(AVGOcusip11135F101)	14.6K	QoQ +4.91% (-682) YoY +1199.37% (+13.4K)	All Managers (Combined)	$2.4M	0.6% ($2.4M/$425.7M)	QoQ -24.23% (-$780.2K) YoY +64.19% (+$953.4K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	2.5K	QoQ +91.20% (+1.2K) YoY +105.08% (+1.3K)	All Managers (Combined)	$2.4M	0.6% ($2.4M/$425.7M)	QoQ +97.25% (+$1.2M) YoY +164.69% (+$1.5M)
abrdn Income Credit Strategies Fund(ACPcusip003057106)	402.9K	QoQ +30.83% (+94.9K) YoY NEW(+402.9K)	All Managers (Combined)	$2.4M	0.6% ($2.4M/$425.7M)	QoQ +27.42% (+$510.7K) YoY NEW(+$2.4M)
(cusip381430180)✕	40.5K	QoQ -6.52% (-2.8K) YoY +5.55% (+2.1K)	All Managers (Combined)	$2.4M	0.6% ($2.4M/$425.7M)	QoQ +0.47% (-$11.2K) YoY +8.17% (+$178.1K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	9.1K	QoQ -2.16% (-202) YoY -7.41% (-731)	All Managers (Combined)	$2.2M	0.5% ($2.2M/$425.7M)	QoQ +0.12% (-$2.7K) YoY +13.38% (-$264.5K)
ABBOTT LABORATORIES(ABTcusip002824100)	16.5K	QoQ +150.83% (+9.9K) YoY +156.53% (+10.1K)	All Managers (Combined)	$2.2M	0.5% ($2.2M/$425.7M)	QoQ +194.18% (+$1.4M) YoY +199.40% (+$1.5M)