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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Drive-Wealth-Management
Data Enrichment
82% identified483 identified103 unidentified
Holdings
586 positions • $425.7M total value
Manager:
Search and click to pin securities to the top
Page 3 of 17
46435UAA9
Shares:83.9K
Value:$2.0M
% of Portfolio:0.5% ($2.0M/$425.7M)
808524730
Shares:65.5K
Value:$2.0M
% of Portfolio:0.5% ($2.0M/$425.7M)
Shares:159.6K
Value:$2.0M
% of Portfolio:0.5% ($2.0M/$425.7M)
25434V682
Shares:56.1K
Value:$1.9M
% of Portfolio:0.4% ($1.9M/$425.7M)
69374H857
Shares:49.9K
Value:$1.9M
% of Portfolio:0.4% ($1.9M/$425.7M)
46436E858
Shares:80.7K
Value:$1.9M
% of Portfolio:0.4% ($1.9M/$425.7M)
46436E486
Shares:83.2K
Value:$1.7M
% of Portfolio:0.4% ($1.7M/$425.7M)
46436E726
Shares:78.7K
Value:$1.7M
% of Portfolio:0.4% ($1.7M/$425.7M)
Shares:127.2K
Value:$1.7M
% of Portfolio:0.4% ($1.7M/$425.7M)
46436E205
Shares:70.8K
Value:$1.6M
% of Portfolio:0.4% ($1.6M/$425.7M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 4.0K | All Managers (Combined) | $2.1M | 0.5% ($2.1M/$425.7M) | |||
ELI LILLY & Co(LLYcusip532457108) | 2.5K | QoQ -0.96% (-24) | All Managers (Combined) | $2.0M | 0.5% ($2.0M/$425.7M) | |
(cusip46435UAA9)✕ | 83.9K | QoQ NEW(+83.9K) YoY NEW(+83.9K) | All Managers (Combined) | $2.0M | 0.5% ($2.0M/$425.7M) | QoQ NEW(+$2.0M) YoY NEW(+$2.0M) |
(cusip808524730)✕ | 65.5K | QoQ NEW(+65.5K) YoY NEW(+65.5K) | All Managers (Combined) | $2.0M | 0.5% ($2.0M/$425.7M) | QoQ NEW(+$2.0M) YoY NEW(+$2.0M) |
CATERPILLAR INC(CATcusip149123101) | 6.0K | All Managers (Combined) | $2.0M | 0.5% ($2.0M/$425.7M) | ||
| 159.6K | YoY NEW(+159.6K) | All Managers (Combined) | $2.0M | 0.5% ($2.0M/$425.7M) | YoY NEW(+$2.0M) | |
| 3.8K | All Managers (Combined) | $2.0M | 0.5% ($2.0M/$425.7M) | |||
(cusip25434V682)✕ | 56.1K | All Managers (Combined) | $1.9M | 0.4% ($1.9M/$425.7M) | ||
(cusip69374H857)✕ | 49.9K | QoQ NEW(+49.9K) YoY NEW(+49.9K) | All Managers (Combined) | $1.9M | 0.4% ($1.9M/$425.7M) | QoQ NEW(+$1.9M) YoY NEW(+$1.9M) |
CHEVRON CORP(CVXcusip166764100) | 11.1K | All Managers (Combined) | $1.9M | 0.4% ($1.9M/$425.7M) | ||
(cusip46436E858)✕ | 80.7K | QoQ NEW(+80.7K) YoY NEW(+80.7K) | All Managers (Combined) | $1.9M | 0.4% ($1.9M/$425.7M) | QoQ NEW(+$1.9M) YoY NEW(+$1.9M) |
| 25.6K | All Managers (Combined) | $1.8M | 0.4% ($1.8M/$425.7M) | |||
| 29.0K | All Managers (Combined) | $1.8M | 0.4% ($1.8M/$425.7M) | |||
BlackRock, Inc.(BLKcusip09290D101) | 1.8K | YoY NEW(+1.8K) | All Managers (Combined) | $1.7M | 0.4% ($1.7M/$425.7M) | YoY NEW(+$1.7M) |
(cusip46436E486)✕ | 83.2K | QoQ NEW(+83.2K) YoY NEW(+83.2K) | All Managers (Combined) | $1.7M | 0.4% ($1.7M/$425.7M) | QoQ NEW(+$1.7M) YoY NEW(+$1.7M) |
(cusip46436E726)✕ | 78.7K | QoQ NEW(+78.7K) YoY NEW(+78.7K) | All Managers (Combined) | $1.7M | 0.4% ($1.7M/$425.7M) | QoQ NEW(+$1.7M) YoY NEW(+$1.7M) |
| 7.2K | All Managers (Combined) | $1.7M | 0.4% ($1.7M/$425.7M) | |||
MCDONALDS CORP(MCDcusip580135101) | 5.4K | All Managers (Combined) | $1.7M | 0.4% ($1.7M/$425.7M) | ||
| 127.2K | YoY NEW(+127.2K) | All Managers (Combined) | $1.7M | 0.4% ($1.7M/$425.7M) | YoY NEW(+$1.7M) | |
(cusip46436E205)✕ | 70.8K | QoQ NEW(+70.8K) YoY NEW(+70.8K) | All Managers (Combined) | $1.6M | 0.4% ($1.6M/$425.7M) | QoQ NEW(+$1.6M) YoY NEW(+$1.6M) |