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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97717W844

Shares:13.5K

Value:$483.0K

% of Portfolio:0.1% ($483.0K/$425.7M)

MCKESSON CORP

MCK|58155Q103

Shares:709

Value:$477.8K

% of Portfolio:0.1% ($477.8K/$425.7M)

Arista Networks, Inc.

ANET|040413205

Shares:6.1K

Value:$474.7K

% of Portfolio:0.1% ($474.7K/$425.7M)

REPLIGEN CORP

RGEN|759916109

Shares:3.7K

Value:$471.2K

% of Portfolio:0.1% ($471.2K/$425.7M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:10.4K

Value:$470.9K

% of Portfolio:0.1% ($470.9K/$425.7M)

FASTENAL CO

FAST|311900104

Shares:6.1K

Value:$470.6K

% of Portfolio:0.1% ($470.6K/$425.7M)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:1.8K

Value:$465.1K

% of Portfolio:0.1% ($465.1K/$425.7M)

SoFi Technologies, Inc.

SOFI|83406F102

Shares:40.0K

Value:$465.0K

% of Portfolio:0.1% ($465.0K/$425.7M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:5.5K

Value:$461.6K

% of Portfolio:0.1% ($461.6K/$425.7M)

Toll Brothers, Inc.

TOL|889478103

Shares:4.3K

Value:$455.5K

% of Portfolio:0.1% ($455.5K/$425.7M)

Phillips 66

PSX|718546104

Shares:3.7K

Value:$455.1K

% of Portfolio:0.1% ($455.1K/$425.7M)

Shell plc

SHEL|780259305

Shares:6.2K

Value:$453.0K

% of Portfolio:0.1% ($453.0K/$425.7M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:3.6K

Value:$442.1K

% of Portfolio:0.1% ($442.1K/$425.7M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:936

Value:$439.6K

% of Portfolio:0.1% ($439.6K/$425.7M)

LOWES COMPANIES INC

LOW|548661107

Shares:1.9K

Value:$439.5K

% of Portfolio:0.1% ($439.5K/$425.7M)

STARBUCKS CORP

SBUX|855244109

Shares:4.5K

Value:$439.2K

% of Portfolio:0.1% ($439.2K/$425.7M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:891

Value:$431.6K

% of Portfolio:0.1% ($431.6K/$425.7M)

HSBC HOLDINGS PLC

HSBC|404280406

Shares:7.2K

Value:$426.4K

% of Portfolio:0.1% ($426.4K/$425.7M)

SOUTHERN CO

SO|842587107

Shares:4.6K

Value:$424.9K

% of Portfolio:0.1% ($424.9K/$425.7M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:4.1K

Value:$416.8K

% of Portfolio:0.1% ($416.8K/$425.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip97717W844)✕	13.5K	QoQ -5.45% (-781) YoY +6.26% (-798)	All Managers (Combined)	$483.0K	0.1% ($483.0K/$425.7M)	QoQ -6.49% (-$33.5K) YoY -2.53% (-$12.6K)
MCKESSON CORP(MCKcusip58155Q103)	709	QoQ -1.11% (-8) YoY -25.44% (-242)	All Managers (Combined)	$477.8K	0.1% ($477.8K/$425.7M)	QoQ +16.71% (-$68.4K) YoY -6.56% (-$33.6K)
Arista Networks, Inc.(ANETcusip040413205)	6.1K	QoQ -1.62% (-101) YoY NEW(+6.1K)	All Managers (Combined)	$474.7K	0.1% ($474.7K/$425.7M)	QoQ -31.04% (-$213.7K) YoY NEW(+$474.7K)
REPLIGEN CORP(RGENcusip759916109)	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$471.2K	0.1% ($471.2K/$425.7M)	QoQ NEW(+$471.2K) YoY NEW(+$471.2K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	10.4K	QoQ -9.64% (-1.1K) YoY -3.75% (-405)	All Managers (Combined)	$470.9K	0.1% ($470.9K/$425.7M)	QoQ +2.49% (-$11.5K) YoY +4.04% (-$18.3K)
FASTENAL CO(FASTcusip311900104)	6.1K	QoQ -1.36% (-84) YoY +30.23% (+1.4K)	All Managers (Combined)	$470.6K	0.1% ($470.6K/$425.7M)	QoQ +6.37% (-$28.2K) YoY +30.91% (+$111.2K)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	1.8K	QoQ -0.84% (-15) YoY +2.08% (+36)	All Managers (Combined)	$465.1K	0.1% ($465.1K/$425.7M)	QoQ +8.82% (-$37.7K) YoY +17.27% (+$68.5K)
SoFi Technologies, Inc.(SOFIcusip83406F102)	40.0K	QoQ +1.08% (-428) YoY +13.34% (+4.7K)	All Managers (Combined)	$465.0K	0.1% ($465.0K/$425.7M)	QoQ -23.66% (-$144.1K) YoY +80.57% (+$207.5K)
Palantir Technologies Inc.(PLTRcusip69608A108)	5.5K	QoQ +57.81% (+2.0K) YoY NEW(+5.5K)	All Managers (Combined)	$461.6K	0.1% ($461.6K/$425.7M)	QoQ +76.10% (+$199.5K) YoY NEW(+$461.6K)
Toll Brothers, Inc.(TOLcusip889478103)	4.3K	QoQ NEW(+4.3K) YoY NEW(+4.3K)	All Managers (Combined)	$455.5K	0.1% ($455.5K/$425.7M)	QoQ NEW(+$455.5K) YoY NEW(+$455.5K)
Phillips 66(PSXcusip718546104)	3.7K	QoQ -48.49% (-3.5K) YoY +12.27% (-403)	All Managers (Combined)	$455.1K	0.1% ($455.1K/$425.7M)	QoQ -44.18% (-$360.3K) YoY -15.11% (-$81.1K)
Shell plc(SHELcusip780259305)	6.2K	QoQ +0.76% (+47) YoY -12.39% (-875)	All Managers (Combined)	$453.0K	0.1% ($453.0K/$425.7M)	QoQ +17.87% (+$68.7K) YoY -4.24% (-$20.1K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	3.6K	QoQ -2.26% (-84) YoY +6.89% (+234)	All Managers (Combined)	$442.1K	0.1% ($442.1K/$425.7M)	QoQ -1.43% (-$6.5K) YoY +28.38% (+$97.7K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	936	QoQ -41.60% (-667) YoY -35.31% (-511)	All Managers (Combined)	$439.6K	0.1% ($439.6K/$425.7M)	QoQ -46.35% (-$379.9K) YoY -31.65% (-$203.6K)
LOWES COMPANIES INC(LOWcusip548661107)	1.9K	QoQ -4.65% (-92) YoY +1.67% (-31)	All Managers (Combined)	$439.5K	0.1% ($439.5K/$425.7M)	QoQ -9.88% (-$48.2K) YoY -6.89% (-$32.5K)
STARBUCKS CORP(SBUXcusip855244109)	4.5K	QoQ -56.08% (-5.7K) YoY +75.98% (+1.9K)	All Managers (Combined)	$439.2K	0.1% ($439.2K/$425.7M)	QoQ -52.78% (-$491.1K) YoY +88.95% (+$206.8K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	891	QoQ -2.72% (-25) YoY +1.02% (+9)	All Managers (Combined)	$431.6K	0.1% ($431.6K/$425.7M)	QoQ -11.47% (-$55.9K) YoY +11.66% (+$45.1K)
HSBC HOLDINGS PLC(HSBCcusip404280406)	7.2K	QoQ +2.43% (+171) YoY +18.32% (+1.1K)	All Managers (Combined)	$426.4K	0.1% ($426.4K/$425.7M)	QoQ +22.52% (+$78.4K) YoY +71.24% (+$177.4K)
SOUTHERN CO(SOcusip842587107)	4.6K	QoQ +3.70% (+165) YoY +33.59% (+1.2K)	All Managers (Combined)	$424.9K	0.1% ($424.9K/$425.7M)	QoQ +15.83% (+$58.1K) YoY +71.21% (+$176.7K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	4.1K	QoQ -15.17% (-726) YoY -10.83% (-493)	All Managers (Combined)	$416.8K	0.1% ($416.8K/$425.7M)	QoQ -27.85% (-$160.9K) YoY -49.25% (-$404.5K)