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:
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25434V401
Shares:19.5K
Value:$1.2M
% of Portfolio:0.3% ($1.2M/$425.7M)
Shares:105.9K
Value:$1.2M
% of Portfolio:0.3% ($1.2M/$425.7M)
97717X594
Shares:26.6K
Value:$1.2M
% of Portfolio:0.3% ($1.2M/$425.7M)
46641Q761
Shares:18.6K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$425.7M)
Shares:5.1K
Value:$849.0K
% of Portfolio:0.2% ($849.0K/$425.7M)
389930207
Shares:23.1K
Value:$842.6K
% of Portfolio:0.2% ($842.6K/$425.7M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
SYSCO CORP(SYYcusip871829107) | 16.0K | QoQ NEW(+16.0K) YoY NEW(+16.0K) | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$425.7M) | QoQ NEW(+$1.2M) YoY NEW(+$1.2M) |
(cusip25434V401)✕ | 19.5K | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$425.7M) | ||
| 105.9K | YoY NEW(+105.9K) | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$425.7M) | YoY NEW(+$1.2M) | |
COMCAST CORP(CMCSAcusip20030N101) | 31.7K | QoQ NEW(+31.7K) YoY NEW(+31.7K) | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$425.7M) | QoQ NEW(+$1.2M) YoY NEW(+$1.2M) |
(cusip97717X594)✕ | 26.6K | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$425.7M) | ||
ADOBE INC.(ADBEcusip00724F101) | 3.0K | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$425.7M) | ||
| 23.4K | YoY NEW(+23.4K) | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$425.7M) | YoY NEW(+$1.1M) | |
| 3.0K | QoQ -0.33% (-10) | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$425.7M) | ||
(cusip46641Q761)✕ | 18.6K | QoQ NEW(+18.6K) | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$425.7M) | QoQ NEW(+$1.1M) |
TEXTRON INC(TXTcusip883203101) | 14.2K | QoQ NEW(+14.2K) YoY NEW(+14.2K) | All Managers (Combined) | $1.0M | 0.2% ($1.0M/$425.7M) | QoQ NEW(+$1.0M) YoY NEW(+$1.0M) |
| 5.9K | All Managers (Combined) | $1.0M | 0.2% ($1.0M/$425.7M) | |||
| 16.2K | QoQ -1.21% (-199)YoY -4.30% (-728) | All Managers (Combined) | $997.8K | 0.2% ($997.8K/$425.7M) | ||
nCino, Inc.(NCNOcusip63947X101) | 35.4K | All Managers (Combined) | $971.3K | 0.2% ($971.3K/$425.7M) | ||
ORACLE CORP(ORCLcusip68389X105) | 6.8K | QoQ -2.64% (-184)YoY +7.71% (+485) | All Managers (Combined) | $947.0K | 0.2% ($947.0K/$425.7M) | |
| 11.6K | All Managers (Combined) | $932.2K | 0.2% ($932.2K/$425.7M) | |||
INTUIT INC.(INTUcusip461202103) | 1.4K | All Managers (Combined) | $871.0K | 0.2% ($871.0K/$425.7M) | ||
| 5.1K | All Managers (Combined) | $849.0K | 0.2% ($849.0K/$425.7M) | |||
(cusip389930207)✕ | 23.1K | QoQ 0.00% (-0)YoY NEW(+23.1K) | All Managers (Combined) | $842.6K | 0.2% ($842.6K/$425.7M) | YoY NEW(+$842.6K) |
| 3.6K | All Managers (Combined) | $838.7K | 0.2% ($838.7K/$425.7M) | |||
| 16.3K | All Managers (Combined) | $830.5K | 0.2% ($830.5K/$425.7M) |