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:

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O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:290

Value:$415.4K

% of Portfolio:0.1% ($415.4K/$425.7M)

82889N699

Shares:14.0K

Value:$415.1K

% of Portfolio:0.1% ($415.1K/$425.7M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:2.8K

Value:$413.1K

% of Portfolio:0.1% ($413.1K/$425.7M)

QUALCOMM INC/DE

QCOM|747525103

Shares:2.7K

Value:$407.8K

% of Portfolio:0.1% ($407.8K/$425.7M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:3.6K

Value:$406.1K

% of Portfolio:0.1% ($406.1K/$425.7M)

46654Q609

Shares:5.4K

Value:$401.4K

% of Portfolio:0.1% ($401.4K/$425.7M)

Peakstone Realty Trust

PKST|39818P799

Shares:31.0K

Value:$397.8K

% of Portfolio:0.1% ($397.8K/$425.7M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:1.5K

Value:$392.7K

% of Portfolio:0.1% ($392.7K/$425.7M)

Chubb Ltd

CB|H1467J104

Shares:1.3K

Value:$391.1K

% of Portfolio:0.1% ($391.1K/$425.7M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:4.5K

Value:$390.5K

% of Portfolio:0.1% ($390.5K/$425.7M)

MP Materials Corp. / DE

MP|553368101

Shares:15.9K

Value:$387.3K

% of Portfolio:0.1% ($387.3K/$425.7M)

CME GROUP INC.

CME|12572Q105

Shares:1.5K

Value:$386.6K

% of Portfolio:0.1% ($386.6K/$425.7M)

74347W601

Shares:3.0K

Value:$386.2K

% of Portfolio:0.1% ($386.2K/$425.7M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:5.4K

Value:$385.4K

% of Portfolio:0.1% ($385.4K/$425.7M)

AUTOZONE INC

AZO|053332102

Shares:100

Value:$381.3K

% of Portfolio:0.1% ($381.3K/$425.7M)

Uber Technologies, Inc

UBER|90353T100

Shares:5.2K

Value:$380.4K

% of Portfolio:0.1% ($380.4K/$425.7M)

Parker-Hannifin Corp

PH|701094104

Shares:624

Value:$379.8K

% of Portfolio:0.1% ($379.8K/$425.7M)

97717X511

Shares:8.7K

Value:$379.1K

% of Portfolio:0.1% ($379.1K/$425.7M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:1.4K

Value:$377.7K

% of Portfolio:0.1% ($377.7K/$425.7M)

LINDE PLC

LIN|G54950103

Shares:796

Value:$370.7K

% of Portfolio:0.1% ($370.7K/$425.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	290	QoQ +5.45% (+15) YoY +9.43% (+25)	All Managers (Combined)	$415.4K	0.1% ($415.4K/$425.7M)	QoQ +27.40% (+$89.4K) YoY +38.87% (+$116.3K)
(cusip82889N699)✕	14.0K	QoQ +2.95% (+403) YoY NEW(+14.0K)	All Managers (Combined)	$415.1K	0.1% ($415.1K/$425.7M)	QoQ +9.27% (+$35.2K) YoY NEW(+$415.1K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	2.8K	QoQ +3.79% (-104) YoY -29.05% (-1.2K)	All Managers (Combined)	$413.1K	0.1% ($413.1K/$425.7M)	QoQ -7.37% (-$32.9K) YoY -50.08% (-$414.5K)
QUALCOMM INC/DE(QCOMcusip747525103)	2.7K	QoQ -58.37% (-3.7K) YoY -54.77% (-3.2K)	All Managers (Combined)	$407.8K	0.1% ($407.8K/$425.7M)	QoQ -58.38% (-$572.0K) YoY -58.96% (-$586.0K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	3.6K	QoQ +15.45% (+485) YoY NEW(+3.6K)	All Managers (Combined)	$406.1K	0.1% ($406.1K/$425.7M)	QoQ +40.04% (+$116.1K) YoY NEW(+$406.1K)
(cusip46654Q609)✕	5.4K	QoQ +38.46% (+1.5K) YoY NEW(+5.4K)	All Managers (Combined)	$401.4K	0.1% ($401.4K/$425.7M)	QoQ +26.09% (+$83.1K) YoY NEW(+$401.4K)
Peakstone Realty Trust(PKSTcusip39818P799)	31.0K	QoQ NEW(+31.0K) YoY -27.36% (-11.7K)	All Managers (Combined)	$397.8K	0.1% ($397.8K/$425.7M)	QoQ NEW(+$397.8K) YoY -42.26% (-$291.2K)
AMERICAN EXPRESS CO(AXPcusip025816109)	1.5K	QoQ -2.34% (-35) YoY +9.19% (+123)	All Managers (Combined)	$392.7K	0.1% ($392.7K/$425.7M)	QoQ -11.47% (-$50.9K) YoY +29.00% (+$88.3K)
Chubb Ltd(CBcusipH1467J104)	1.3K	QoQ -1.97% (-26) YoY +13.04% (+149)	All Managers (Combined)	$391.1K	0.1% ($391.1K/$425.7M)	QoQ +7.11% (-$26.0K) YoY +31.72% (+$94.2K)
MICRON TECHNOLOGY INC(MUcusip595112103)	4.5K	QoQ -2.05% (-94) YoY -1.01% (-46)	All Managers (Combined)	$390.5K	0.1% ($390.5K/$425.7M)	QoQ +1.13% (-$4.4K) YoY -27.01% (-$144.5K)
MP Materials Corp. / DE(MPcusip553368101)	15.9K	QoQ NEW(+15.9K) YoY NEW(+15.9K)	All Managers (Combined)	$387.3K	0.1% ($387.3K/$425.7M)	QoQ NEW(+$387.3K) YoY NEW(+$387.3K)
CME GROUP INC.(CMEcusip12572Q105)	1.5K	QoQ +2.17% (+31) YoY +8.32% (+112)	All Managers (Combined)	$386.6K	0.1% ($386.6K/$425.7M)	QoQ +13.95% (+$47.3K) YoY +33.51% (+$97.1K)
(cusip74347W601)✕	3.0K	QoQ -12.43% (-426) YoY NEW(+3.0K)	All Managers (Combined)	$386.2K	0.1% ($386.2K/$425.7M)	QoQ +20.57% (-$65.9K) YoY NEW(+$386.2K)
NEXTERA ENERGY INC(NEEcusip65339F101)	5.4K	QoQ -9.74% (-587) YoY +44.17% (+1.7K)	All Managers (Combined)	$385.4K	0.1% ($385.4K/$425.7M)	QoQ -10.75% (-$46.4K) YoY +59.91% (+$144.4K)
AUTOZONE INC(AZOcusip053332102)	100	QoQ +9.89% (+9) YoY +23.45% (+19)	All Managers (Combined)	$381.3K	0.1% ($381.3K/$425.7M)	QoQ +30.85% (+$89.9K) YoY +49.35% (+$126.0K)
Uber Technologies, Inc(UBERcusip90353T100)	5.2K	QoQ +0.94% (+49) YoY +10.80% (+509)	All Managers (Combined)	$380.4K	0.1% ($380.4K/$425.7M)	QoQ +21.94% (+$68.5K) YoY +4.86% (+$17.7K)
Parker-Hannifin Corp(PHcusip701094104)	624	QoQ -4.29% (-28) YoY +1.13% (+7)	All Managers (Combined)	$379.8K	0.1% ($379.8K/$425.7M)	QoQ -8.44% (-$35.0K) YoY +10.70% (+$36.7K)
(cusip97717X511)✕	8.7K	QoQ +1.85% (+159) YoY NEW(+8.7K)	All Managers (Combined)	$379.1K	0.1% ($379.1K/$425.7M)	QoQ +3.06% (+$11.3K) YoY NEW(+$379.1K)
GENERAL DYNAMICS CORP(GDcusip369550108)	1.4K	QoQ -7.72% (-116) YoY -9.83% (-151)	All Managers (Combined)	$377.7K	0.1% ($377.7K/$425.7M)	QoQ -4.50% (-$17.8K) YoY -12.92% (-$56.1K)
LINDE PLC(LINcusipG54950103)	796	QoQ +63.78% (+310) YoY NEW(+796)	All Managers (Combined)	$370.7K	0.1% ($370.7K/$425.7M)	QoQ +82.01% (+$167.0K) YoY NEW(+$370.7K)