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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FAIR ISAAC CORP

FICO|303250104

Shares:439

Value:$809.6K

% of Portfolio:0.2% ($809.6K/$425.7M)

AT&T INC.

T|00206R102

Shares:28.1K

Value:$794.3K

% of Portfolio:0.2% ($794.3K/$425.7M)

25434V724

Shares:19.3K

Value:$794.2K

% of Portfolio:0.2% ($794.2K/$425.7M)

COCA COLA CO

KO|191216100

Shares:10.8K

Value:$779.9K

% of Portfolio:0.2% ($779.9K/$425.7M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:4.7K

Value:$779.4K

% of Portfolio:0.2% ($779.4K/$425.7M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:18.5K

Value:$772.9K

% of Portfolio:0.2% ($772.9K/$425.7M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.3K

Value:$727.6K

% of Portfolio:0.2% ($727.6K/$425.7M)

808524797

SCHD|808524797

Shares:26.0K

Value:$726.8K

% of Portfolio:0.2% ($726.8K/$425.7M)

Keysight Technologies, Inc.

KEYS|49338L103

Shares:4.8K

Value:$720.2K

% of Portfolio:0.2% ($720.2K/$425.7M)

Philip Morris International Inc.

PM|718172109

Shares:4.4K

Value:$701.4K

% of Portfolio:0.2% ($701.4K/$425.7M)

RTX Corp

RTX|75513E101

Shares:5.2K

Value:$684.6K

% of Portfolio:0.2% ($684.6K/$425.7M)

HCA Healthcare, Inc.

HCA|40412C101

Shares:1.9K

Value:$669.6K

% of Portfolio:0.2% ($669.6K/$425.7M)

GLACIER BANCORP, INC.

GBCI|37637Q105

Shares:15.1K

Value:$667.7K

% of Portfolio:0.2% ($667.7K/$425.7M)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:1.9K

Value:$661.2K

% of Portfolio:0.2% ($661.2K/$425.7M)

Robinhood Markets, Inc.

HOOD|770700102

Shares:15.7K

Value:$654.8K

% of Portfolio:0.2% ($654.8K/$425.7M)

46435G342

Shares:29.1K

Value:$652.4K

% of Portfolio:0.2% ($652.4K/$425.7M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:2.2K

Value:$629.1K

% of Portfolio:0.1% ($629.1K/$425.7M)

ServiceNow, Inc.

NOW|81762P102

Shares:780

Value:$620.7K

% of Portfolio:0.1% ($620.7K/$425.7M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:1.3K

Value:$619.9K

% of Portfolio:0.1% ($619.9K/$425.7M)

97717Y642

Shares:20.5K

Value:$614.3K

% of Portfolio:0.1% ($614.3K/$425.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
FAIR ISAAC CORP(FICOcusip303250104)	439	QoQ -1.34% (-6) YoY +2.57% (+11)	All Managers (Combined)	$809.6K	0.2% ($809.6K/$425.7M)	QoQ -8.62% (-$76.4K) YoY +51.37% (+$274.8K)
AT&T INC.(Tcusip00206R102)	28.1K	QoQ +19.96% (+4.7K) YoY +41.53% (+8.2K)	All Managers (Combined)	$794.3K	0.2% ($794.3K/$425.7M)	QoQ +48.99% (+$261.2K) YoY +127.42% (+$445.1K)
(cusip25434V724)✕	19.3K	QoQ NEW(+19.3K) YoY NEW(+19.3K)	All Managers (Combined)	$794.2K	0.2% ($794.2K/$425.7M)	QoQ NEW(+$794.2K) YoY NEW(+$794.2K)
COCA COLA CO(KOcusip191216100)	10.8K	QoQ +2.31% (+245) YoY +11.78% (+1.1K)	All Managers (Combined)	$779.9K	0.2% ($779.9K/$425.7M)	QoQ +18.53% (+$122.0K) YoY +30.74% (+$183.4K)
JOHNSON & JOHNSON(JNJcusip478160104)	4.7K	QoQ +12.92% (+538) YoY -51.16% (-4.9K)	All Managers (Combined)	$779.4K	0.2% ($779.4K/$425.7M)	QoQ +29.50% (+$177.6K) YoY -48.81% (-$743.2K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	18.5K	QoQ -2.99% (-571) YoY -3.42% (-657)	All Managers (Combined)	$772.9K	0.2% ($772.9K/$425.7M)	QoQ -7.89% (-$66.2K) YoY +6.27% (-$45.7K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.3K	QoQ +0.46% (-6) YoY +59.33% (+483)	All Managers (Combined)	$727.6K	0.2% ($727.6K/$425.7M)	QoQ -4.01% (-$30.5K) YoY +70.27% (+$300.3K)
(SCHDcusip808524797)	26.0K	QoQ +119.15% (+14.1K) YoY NEW(+26.0K)	All Managers (Combined)	$726.8K	0.2% ($726.8K/$425.7M)	QoQ +124.28% (+$402.7K) YoY NEW(+$726.8K)
Keysight Technologies, Inc.(KEYScusip49338L103)	4.8K	QoQ NEW(+4.8K) YoY NEW(+4.8K)	All Managers (Combined)	$720.2K	0.2% ($720.2K/$425.7M)	QoQ NEW(+$720.2K) YoY NEW(+$720.2K)
Philip Morris International Inc.(PMcusip718172109)	4.4K	QoQ +10.21% (+406) YoY +4.60% (+193)	All Managers (Combined)	$701.4K	0.2% ($701.4K/$425.7M)	QoQ +44.98% (+$217.6K) YoY +81.70% (+$315.4K)
RTX Corp(RTXcusip75513E101)	5.2K	QoQ -5.45% (-298) YoY -14.74% (-894)	All Managers (Combined)	$684.6K	0.2% ($684.6K/$425.7M)	QoQ +8.22% (-$52.0K) YoY +15.80% (-$93.4K)
HCA Healthcare, Inc.(HCAcusip40412C101)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$669.6K	0.2% ($669.6K/$425.7M)	QoQ NEW(+$669.6K) YoY NEW(+$669.6K)
GLACIER BANCORP, INC.(GBCIcusip37637Q105)	15.1K	QoQ NEW(+15.1K) YoY NEW(+15.1K)	All Managers (Combined)	$667.7K	0.2% ($667.7K/$425.7M)	QoQ NEW(+$667.7K) YoY NEW(+$667.7K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	1.9K	QoQ -0.67% (-13) YoY +0.78% (+15)	All Managers (Combined)	$661.2K	0.2% ($661.2K/$425.7M)	QoQ +20.78% (-$113.8K) YoY +39.12% (+$185.9K)
Robinhood Markets, Inc.(HOODcusip770700102)	15.7K	QoQ NEW(+15.7K) YoY NEW(+15.7K)	All Managers (Combined)	$654.8K	0.2% ($654.8K/$425.7M)	QoQ NEW(+$654.8K) YoY NEW(+$654.8K)
(cusip46435G342)✕	29.1K	QoQ -70.75% (-70.3K) YoY -58.02% (-40.2K)	All Managers (Combined)	$652.4K	0.2% ($652.4K/$425.7M)	QoQ -69.25% (-$1.5M) YoY -59.46% (-$957.1K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	2.2K	QoQ -0.40% (-9) YoY +9.88% (+200)	All Managers (Combined)	$629.1K	0.1% ($629.1K/$425.7M)	QoQ +17.62% (-$94.2K) YoY +50.34% (+$210.7K)
ServiceNow, Inc.(NOWcusip81762P102)	780	QoQ -1.01% (-8) YoY +2.76% (+21)	All Managers (Combined)	$620.7K	0.1% ($620.7K/$425.7M)	QoQ -25.65% (-$214.2K) YoY +7.25% (+$42.0K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	1.3K	QoQ -2.64% (-34) YoY +2.53% (+31)	All Managers (Combined)	$619.9K	0.1% ($619.9K/$425.7M)	QoQ -7.65% (-$51.4K) YoY +27.19% (+$132.6K)
(cusip97717Y642)✕	20.5K	QoQ -5.94% (-1.3K) YoY +3.48% (+690)	All Managers (Combined)	$614.3K	0.1% ($614.3K/$425.7M)	QoQ -1.56% (-$9.8K) YoY +9.80% (+$54.9K)