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

Page 7 of 17

Sort by:

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:1.9K

Value:$598.6K

% of Portfolio:0.1% ($598.6K/$425.7M)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:2.5K

Value:$592.7K

% of Portfolio:0.1% ($592.7K/$425.7M)

25434V807

Shares:14.8K

Value:$583.6K

% of Portfolio:0.1% ($583.6K/$425.7M)

Booking Holdings Inc.

BKNG|09857L108

Shares:126

Value:$579.8K

% of Portfolio:0.1% ($579.8K/$425.7M)

Walt Disney Co

DIS|254687106

Shares:5.8K

Value:$572.3K

% of Portfolio:0.1% ($572.3K/$425.7M)

SAP SE

SAP|803054204

Shares:2.1K

Value:$568.6K

% of Portfolio:0.1% ($568.6K/$425.7M)

GENERAL ELECTRIC CO

GE|369604301

Shares:2.8K

Value:$562.5K

% of Portfolio:0.1% ($562.5K/$425.7M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:2.6K

Value:$555.8K

% of Portfolio:0.1% ($555.8K/$425.7M)

97717Y477

Shares:12.7K

Value:$555.5K

% of Portfolio:0.1% ($555.5K/$425.7M)

46435G409

Shares:17.9K

Value:$542.3K

% of Portfolio:0.1% ($542.3K/$425.7M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:8.9K

Value:$540.5K

% of Portfolio:0.1% ($540.5K/$425.7M)

46137V548

Shares:28.2K

Value:$537.9K

% of Portfolio:0.1% ($537.9K/$425.7M)

025072877

Shares:6.0K

Value:$527.3K

% of Portfolio:0.1% ($527.3K/$425.7M)

33738R662

Shares:14.3K

Value:$523.3K

% of Portfolio:0.1% ($523.3K/$425.7M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:1.1K

Value:$520.0K

% of Portfolio:0.1% ($520.0K/$425.7M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:2.1K

Value:$512.9K

% of Portfolio:0.1% ($512.9K/$425.7M)

CONOCOPHILLIPS

COP|20825C104

Shares:4.8K

Value:$504.2K

% of Portfolio:0.1% ($504.2K/$425.7M)

Palo Alto Networks Inc

PANW|697435105

Shares:2.9K

Value:$495.7K

% of Portfolio:0.1% ($495.7K/$425.7M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:898

Value:$490.6K

% of Portfolio:0.1% ($490.6K/$425.7M)

AMPHENOL CORP /DE/

APH|032095101

Shares:7.4K

Value:$485.9K

% of Portfolio:0.1% ($485.9K/$425.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	1.9K	QoQ +13.24% (+228) YoY +30.26% (+453)	All Managers (Combined)	$598.6K	0.1% ($598.6K/$425.7M)	QoQ +18.11% (+$91.8K) YoY +59.25% (+$222.7K)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	2.5K	QoQ -1.81% (-46) YoY +1.17% (-29)	All Managers (Combined)	$592.7K	0.1% ($592.7K/$425.7M)	QoQ -16.16% (-$114.3K) YoY -4.47% (-$27.7K)
(cusip25434V807)✕	14.8K	QoQ NEW(+14.8K) YoY NEW(+14.8K)	All Managers (Combined)	$583.6K	0.1% ($583.6K/$425.7M)	QoQ NEW(+$583.6K) YoY NEW(+$583.6K)
Booking Holdings Inc.(BKNGcusip09857L108)	126	QoQ +5.00% (-6) YoY +38.46% (+35)	All Managers (Combined)	$579.8K	0.1% ($579.8K/$425.7M)	QoQ -2.57% (-$15.3K) YoY +75.48% (+$249.4K)
Walt Disney Co(DIScusip254687106)	5.8K	QoQ +2.61% (-148) YoY -3.10% (-186)	All Managers (Combined)	$572.3K	0.1% ($572.3K/$425.7M)	QoQ -9.45% (-$59.8K) YoY -21.85% (-$160.1K)
SAP SE(SAPcusip803054204)	2.1K	QoQ -2.26% (-49) YoY +1.04% (+22)	All Managers (Combined)	$568.6K	0.1% ($568.6K/$425.7M)	QoQ +6.56% (-$35.0K) YoY +39.11% (+$159.9K)
GENERAL ELECTRIC CO(GEcusip369604301)	2.8K	QoQ -0.81% (-23) YoY +20.48% (+477)	All Managers (Combined)	$562.5K	0.1% ($562.5K/$425.7M)	QoQ +19.06% (-$90.1K) YoY +37.67% (+$153.9K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	2.6K	QoQ -45.41% (-2.2K) YoY -43.42% (-2.0K)	All Managers (Combined)	$555.8K	0.1% ($555.8K/$425.7M)	QoQ -48.83% (-$530.5K) YoY -41.64% (-$396.6K)
(cusip97717Y477)✕	12.7K	QoQ -19.24% (-3.0K) YoY NEW(+12.7K)	All Managers (Combined)	$555.5K	0.1% ($555.5K/$425.7M)	QoQ -28.03% (-$216.3K) YoY NEW(+$555.5K)
(cusip46435G409)✕	17.9K	QoQ NEW(+17.9K) YoY NEW(+17.9K)	All Managers (Combined)	$542.3K	0.1% ($542.3K/$425.7M)	QoQ NEW(+$542.3K) YoY NEW(+$542.3K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	8.9K	QoQ -0.18% (-16) YoY +3.34% (+287)	All Managers (Combined)	$540.5K	0.1% ($540.5K/$425.7M)	QoQ +7.64% (-$38.4K) YoY +16.23% (+$75.5K)
(cusip46137V548)✕	28.2K	QoQ -5.74% (-1.7K) YoY +5.84% (+1.6K)	All Managers (Combined)	$537.9K	0.1% ($537.9K/$425.7M)	QoQ -1.82% (-$10.0K) YoY +8.86% (+$43.8K)
(cusip025072877)✕	6.0K	QoQ +64.58% (+2.4K) YoY NEW(+6.0K)	All Managers (Combined)	$527.3K	0.1% ($527.3K/$425.7M)	QoQ +48.60% (+$172.5K) YoY NEW(+$527.3K)
(cusip33738R662)✕	14.3K	QoQ -6.26% (-954) YoY +4.40% (+602)	All Managers (Combined)	$523.3K	0.1% ($523.3K/$425.7M)	QoQ +1.14% (-$5.9K) YoY +9.33% (+$44.7K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	1.1K	QoQ -4.28% (-48) YoY -0.55% (-6)	All Managers (Combined)	$520.0K	0.1% ($520.0K/$425.7M)	QoQ +15.23% (-$68.7K) YoY +15.33% (-$69.2K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	2.1K	QoQ +0.97% (+20) YoY NEW(+2.1K)	All Managers (Combined)	$512.9K	0.1% ($512.9K/$425.7M)	QoQ +14.26% (+$64.1K) YoY NEW(+$512.9K)
CONOCOPHILLIPS(COPcusip20825C104)	4.8K	QoQ -66.77% (-9.7K) YoY -67.19% (-9.8K)	All Managers (Combined)	$504.2K	0.1% ($504.2K/$425.7M)	QoQ -64.82% (-$929.0K) YoY -72.93% (-$1.4M)
Palo Alto Networks Inc(PANWcusip697435105)	2.9K	QoQ +47.61% (+937) YoY +243.38% (+2.1K)	All Managers (Combined)	$495.7K	0.1% ($495.7K/$425.7M)	QoQ +38.46% (+$137.7K) YoY +106.22% (+$255.3K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	898	QoQ -2.49% (-23) YoY +8.19% (+68)	All Managers (Combined)	$490.6K	0.1% ($490.6K/$425.7M)	QoQ -6.96% (-$36.8K) YoY +41.45% (+$143.8K)
AMPHENOL CORP /DE/(APHcusip032095101)	7.4K	QoQ -3.03% (-231) YoY +99.21% (+3.7K)	All Managers (Combined)	$485.9K	0.1% ($485.9K/$425.7M)	QoQ -8.40% (-$44.6K) YoY +13.34% (+$57.2K)