Drive Wealth Management, LLC

CIK Number: 0001952781

456.32M
Market Value
318
# of Holdings
7 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 7, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 IVV iShares Core S&...
646.52
-0.25% 47.4K -6.65% 26.64M 468.94 6.26% Share
2 VEA Vanguard Develo...
58.88
+0.45% 354.7K +2.48% 18.03M 46.69 4.24% Share
3 BRK-A Berkshire Hatha...
715749.40
-0.41% 22 -33.33% 17.57M 476141.41 4.13% Share
4 AAPL Apple Inc.
231.56
-0.52% 67.84K +2.38% 15.07M 164.8 3.54% Share
5 VWO Vanguard Emergi...
51.35
+0.28% 276.76K +1.84% 12.53M 41.42 2.94% Share
6 BBUS JPMorgan BetaBu...
116.50
-0.25% 112.55K +40.05% 11.35M 104.27 2.67% Share
7 VO Vanguard Mid Ca...
285.65
-0.23% 41.16K +2.83% 10.64M 231.16 2.50% Share
8 NVDA NVIDIA Corporat...
180.46
-0.86% 94.7K +16.35% 10.26M 46.84 2.41% Share
9 MSFT Microsoft Corpo...
519.97
-0.48% 26.35K +4.42% 9.89M 303.09 2.32% Share
10 BRK-B Berkshire Hatha...
477.61
-0.34% 16.93K +3.87% 9.02M 319.44 2.12% Share
11 SRLN SPDR Blackstone...
41.45
+0.01% 212.29K +7.61% 8.73M 41.74 2.05% Share
12 SHV iShares Short T...
110.30
+0.04% 77.28K +8.35% 8.54M 110.5 2.01% Share
13 GSY Invesco Ultra S...
50.30
+0.05% 170.26K +11.25% 8.53M 49.78 2.00% Share
14 GOVT iShares U.S. Tr...
22.86
-0.17% 365.1K +7.35% 8.39M 22.86 1.97% Share
15 AMZN Amazon.com, Inc...
231.03
+0.02% 36.07K +16.89% 6.86M 144.57 1.61% Share
16 EFV iShares MSCI EA...
67.43
+0.67% 89.08K +100.00% 5.25M 58.94 1.23% Share
17 META Meta Platforms,...
784.78
+0.34% 8.79K +15.61% 5.07M 339.62 1.19% Share
18 IJR iShares Core S&...
114.39
-0.66% 39.96K +5.54% 4.18M 104.23 0.98% Share
19 IBDQ iShares iBonds ...
25.14
+0.06% 160.69K +100.00% 4.04M 25.15 0.95% Share
20 IBDR iShares iBonds ...
24.23
+0.05% 166.09K +100.00% 4.02M 24.21 0.94% Share
21 GOOGL Alphabet Inc.
203.83
+0.44% 25.8K +8.73% 3.99M 124.73 0.94% Share
22 VCIT Vanguard Interm...
83.05
-0.09% 48.46K -5.1% 3.96M 79.8 0.93% Share
23 XOM Exxon Mobil Cor...
106.53
-0.79% 32.07K +12.48% 3.81M 99.68 0.90% Share
24 TSLA Tesla, Inc.
330.38
-1.55% 13.87K +50.28% 3.59M 257.75 0.84% Share
25 MORT VanEck Mortgage...
10.72
-0.33% 316.6K +7.01% 3.54M 11.41 0.83% Share
26 VTI Vanguard Total ...
316.44
-0.24% 12.5K +5.93% 3.43M 221.51 0.81% Share
27 GOOG Alphabet Inc.
204.80
+0.48% 20K +11.13% 3.12M 130.12 0.73% Share
28 V Visa Inc.
344.47
-0.3% 8.7K +71.21% 3.05M 277.71 0.72% Share
29 GSIE Goldman Sachs A...
40.92
+0.43% 72.68K -6.33% 2.59M 31.25 0.61% Share
30 HYG iShares iBoxx $...
80.42
+0.03% 32.67K +6.02% 2.58M 78.06 0.61% Share
31 ACN Accenture plc
246.97
+0.33% 8.25K -0.75% 2.57M 298.81 0.60% Share
32 IBTF iShares iBonds ...
23.34
+0.04% 109.58K +100.00% 2.56M 23.37 0.60% Share
33 WMT Walmart Inc.
99.98
-0.86% 28.36K +68.19% 2.5M 64.44 0.59% Share
34 AVGO Broadcom Inc.
306.07
-1.66% 14.57K +4.91% 2.44M 91.33 0.57% Share
35 COST Costco Wholesal...
971.81
-0.37% 2.54K +91.20% 2.4M 744.18 0.56% Share
36 GSID Goldman Sachs M...
66.13
+0.73% 40.51K -6.52% 2.36M 51.39 0.55% Share
37 JPM JPMorgan Chase ...
290.56
-1.22% 9.13K -2.16% 2.24M 137.65 0.53% Share
38 ABT Abbott Laborato...
131.73
+1.90% 16.48K +150.84% 2.19M 130.44 0.51% Share
39 UNH UnitedHealth Gr...
304.04
+11.99% 4.03K +31.49% 2.11M 518.51 0.50% Share
40 LLY Eli Lilly and C...
702.09
+2.58% 2.47K -0.96% 2.04M 444.31 0.48% Share
41 IBDS iShares iBonds ...
24.25
+0.02% 83.93K +100.00% 2.03M 24.18 0.48% Share
42 FNDE Schwab Fundamen...
34.37
+0.03% 65.47K +100.00% 2.02M 30.8 0.47% Share
43 CAT Caterpillar Inc...
407.54
-2.39% 6.02K +111.08% 1.99M 281.33 0.47% Share
44 VOO Vanguard S&P 50...
591.43
-0.24% 3.8K -13.57% 1.95M 371.41 0.46% Share
45 DFSE Dimensional Eme...
39.37
-0.01% 56.13K -6.89% 1.89M 30.49 0.44% Share
46 CALF Pacer US Small ...
41.95
-0.13% 49.88K +100.00% 1.87M 37.5 0.44% Share
47 CVX Chevron Corpora...
156.50
+0.87% 11.13K +77.19% 1.86M 158.79 0.44% Share
48 IBTG iShares iBonds ...
22.89
+0.01% 80.66K +100.00% 1.85M 22.94 0.43% Share
49 WFC Wells Fargo & C...
77.13
-2.87% 25.64K +2.68% 1.84M 46.04 0.43% Share
50 DGRO iShares Core Di...
66.09
-0.21% 29.04K -1.98% 1.79M 55.04 0.42% Share
51 BLK BlackRock, Inc.
1135.68
-2.11% 1.84K +241.45% 1.74M 969.51 0.41% Share
52 IBDW iShares iBonds ...
21.05
+0.02% 83.22K +100.00% 1.73M 20.75 0.41% Share
53 IBDV iShares iBonds ...
22.00
-0.02% 78.73K +100.00% 1.71M 21.72 0.40% Share
54 UNP Union Pacific C...
220.61
-0.41% 7.23K +276.35% 1.71M 235.22 0.40% Share
55 MCD McDonald's Corp...
308.67
-0.09% 5.42K +167.77% 1.69M 292.37 0.40% Share
56 IBDU iShares iBonds ...
23.36
-0.02% 70.83K +100.00% 1.64M 23.13 0.38% Share
57 DE Deere & Company
488.92
+2.11% 3.46K +387.04% 1.63M 455.06 0.38% Share
58 IBDT iShares iBonds ...
25.43
-0.02% 64.01K +100.00% 1.62M 25.26 0.38% Share
59 JEPI JPMorgan Equity...
56.70
+0.13% 27.68K +17.23% 1.58M 58.9 0.37% Share
60 JEPQ JPMorgan Nasdaq...
55.78
-0.04% 29.32K +15.26% 1.52M 54.7 0.36% Share
61 XSOE WisdomTree Emer...
35.56
+0.25% 46.74K -7.03% 1.44M 28.47 0.34% Share
62 CRM Salesforce, Inc...
242.48
+3.90% 5.36K +111.27% 1.44M 250.36 0.34% Share
63 SVOL Simplify Volati...
17.30
-0.86% 79.05K +32.11% 1.44M 20.87 0.34% Share
64 PXH Invesco FTSE RA...
24.36
+0.06% 65.83K -7.63% 1.43M 18.43 0.34% Share
65 PXF Invesco FTSE RA...
60.46
+0.47% 27.47K -6.5% 1.43M 45.06 0.34% Share
66 NFLX Netflix, Inc.
1239.22
+0.70% 1.53K +0.92% 1.42M 399.06 0.33% Share
67 MA Mastercard Inco...
582.05
-0.29% 2.58K +0.78% 1.42M 360.29 0.33% Share
68 DIHP Dimensional Int...
29.98
+0.62% 52K -6.52% 1.4M 24.27 0.33% Share
69 HD The Home Depot,...
399.60
-0.18% 3.82K -2.85% 1.4M 340.27 0.33% Share
70 DEM WisdomTree Emer...
46.19
-0.15% 31.79K -0.52% 1.34M 39.96 0.31% Share
71 PG The Procter & G...
154.24
+0.33% 7.79K -10.2% 1.33M 151.7 0.31% Share
72 ABBV AbbVie Inc.
206.66
+0.97% 6.28K +2.00% 1.32M 152.44 0.31% Share
73 KVUE Kenvue Inc.
21.16
+0.45% 53.77K +100.00% 1.29M 23.98 0.30% Share
74 CRWD CrowdStrike Hol...
427.68
+0.66% 3.65K +507.65% 1.29M 350.87 0.30% Share
75 FI Fiserv, Inc.
136.78
+1.60% 5.66K +100.00% 1.25M 220.83 0.29% Share
76 TQQQ ProShares Ultra...
93.17
-1.51% 21K +50.00% 1.21M 71.85 0.28% Share
77 SYY Sysco Corporati...
79.48
-2.11% 15.95K +100.00% 1.2M 75.04 0.28% Share
78 DFUS Dimensional U.S...
69.83
-0.29% 19.49K +8.51% 1.18M 42.85 0.28% Share
79 KREF KKR Real Estate...
9.24
-0.38% 105.94K +25.05% 1.17M 11.75 0.28% Share
80 CMCSA Comcast Corpora...
33.45
+1.69% 31.68K +100.00% 1.17M 36.9 0.27% Share
81 IHDG WisdomTree Inte...
45.27
+0.09% 26.55K -10.64% 1.15M 42.13 0.27% Share
82 ADBE Adobe Inc.
354.87
+1.80% 2.98K +95.09% 1.14M 441.63 0.27% Share
83 NUTX Nutex Health, I...
92.91
-16.4% 23.36K -34.01% 1.1M 31.69 0.26% Share
84 IWF iShares Russell...
448.97
-0.32% 3K -0.33% 1.08M 307.69 0.25% Share
85 JQUA JPMorgan U.S. Q...
61.34
-0.22% 18.6K +100.00% 1.05M 56.47 0.25% Share
86 TXT Textron Inc.
78.92
-1.74% 14.16K +100.00% 1.02M 72.25 0.24% Share
87 QUAL iShares MSCI US...
188.09
-0.28% 5.93K +0.59% 1.01M 162.02 0.24% Share
88 CSCO Cisco Systems, ...
66.17
-4.51% 16.17K -1.22% 997.76K 58.69 0.23% Share
89 NCNO nCino, Inc.
27.77
+0.80% 35.36K -0.42% 971.34K 31.84 0.23% Share
90 ORCL Oracle Corporat...
248.72
+1.54% 6.77K -2.64% 946.97K 91.52 0.22% Share
91 SPYG SPDR Portfolio ...
99.95
-0.31% 11.6K -5.8% 932.18K 57.33 0.22% Share
92 INTU Intuit Inc.
716.60
+0.84% 1.42K +86.58% 870.98K 539.25 0.20% Share
93 TSM Taiwan Semicond...
238.93
-0.86% 5.09K -41.81% 849.02K 91.93 0.20% Share
94 BTC Grayscale Bitco...
51.78
-0.94% 23.09K 0.00% 842.59K 41.87 0.20% Share
95 WM Waste Managemen...
226.79
+0.29% 3.62K +84.04% 838.68K 195.65 0.20% Share
96 SPYV SPDR Portfolio ...
54.05
-0.21% 16.26K -6.98% 830.54K 39.2 0.20% Share
97 FICO Fair Isaac Corp...
1341.68
+1.78% 439 -1.35% 809.59K 823.48 0.19% Share
98 T AT&T Inc.
28.89
+0.47% 28.09K +19.96% 794.34K 19.69 0.19% Share
99 DFUV Dimensional US ...
43.34
-0.18% 19.27K +100.00% 794.16K 41.21 0.19% Share
100 KO The Coca-Cola C...
69.91
+0.51% 10.81K +2.32% 779.91K 61.42 0.18% Share
101 JNJ Johnson & Johns...
176.73
+1.15% 4.7K +12.93% 779.43K 157.64 0.18% Share
102 BAC Bank of America...
46.92
-1.65% 18.52K -2.99% 772.93K 37.57 0.18% Share
103 SPY SPDR S&P 500 ET...
643.36
-0.25% 1.3K +0.46% 727.63K 459.71 0.17% Share
104 SCHD Schwab U.S. Div...
27.34
-0.02% 25.99K +119.16% 726.79K 28 0.17% Share
105 KEYS Keysight Techno...
163.34
-0.69% 4.81K +100.00% 720.19K 149.77 0.17% Share
106 PM Philip Morris I...
166.16
+0.54% 4.38K +10.21% 701.41K 124.33 0.16% Share
107 RTX RTX Corporation
153.85
-0.79% 5.17K -5.45% 684.6K 88.98 0.16% Share
108 HCA HCA Healthcare,...
395.77
+0.54% 1.94K +100.00% 669.62K 345.55 0.16% Share
109 GBCI Glacier Bancorp...
45.38
-1.69% 15.1K +100.00% 667.72K 44.22 0.16% Share
110 AJG Arthur J. Galla...
292.62
-0.27% 1.92K -0.67% 661.23K 199.06 0.16% Share
111 HOOD Robinhood Marke...
114.13
+3.08% 15.73K +100.00% 654.79K 41.62 0.15% Share
112 REM iShares Mortgag...
22.25
-0.27% 29.07K -70.75% 652.4K 22.08 0.15% Share
113 PGR The Progressive...
247.03
-1.56% 2.22K -0.4% 629.09K 152.17 0.15% Share
114 NOW ServiceNow, Inc...
866.82
+1.88% 780 -1.02% 620.65K 714.06 0.15% Share
115 ISRG Intuitive Surgi...
480.27
+0.67% 1.25K -2.64% 619.89K 277.92 0.15% Share
116 NTSE WisdomTree Emer...
34.51
+0.10% 20.46K -5.94% 614.32K 27.63 0.14% Share
117 ADP Automatic Data ...
301.78
+0.03% 1.95K +13.24% 598.63K 247.07 0.14% Share
118 MAR Marriott Intern...
265.18
-0.51% 2.49K -1.82% 592.7K 155.01 0.14% Share
119 DFIV Dimensional Int...
45.47
+0.52% 14.83K +100.00% 583.61K 39.36 0.14% Share
120 BKNG Booking Holding...
5452.68
-0.59% 126 +5.00% 579.79K 3211.26 0.14% Share
121 DIS The Walt Disney...
115.31
-0.86% 5.8K +2.62% 572.3K 110.61 0.13% Share
122 SAP Sap Se
277.80
-0.4% 2.12K -2.26% 568.59K 132.49 0.13% Share
123 GE GE Aerospace
267.62
-0.77% 2.81K -0.81% 562.53K 103.2 0.13% Share
124 HON Honeywell Inter...
216.68
-0.7% 2.63K -45.41% 555.82K 201.53 0.13% Share
125 QGRW Wisdomtree U.S....
54.92
-0.26% 12.65K -19.24% 555.47K 45.58 0.13% Share
126 IVLU iShares Edge MS...
35.15
+0.59% 17.89K +100.00% 542.28K 30.31 0.13% Share
127 BMY Bristol-Myers S...
48.47
+1.37% 8.86K -0.18% 540.51K 61.1 0.13% Share
128 PID Invesco Interna...
21.14
+0.31% 28.21K -5.74% 537.93K 17.59 0.13% Share
129 AVUV Avantis U.S. Sm...
95.18
-1.11% 6.05K +64.58% 527.34K 92.86 0.12% Share
130 FICS First Trust Int...
38.63
+0.18% 14.28K -6.26% 523.31K 32.56 0.12% Share
131 VRTX Vertex Pharmace...
392.76
+0.63% 1.07K -4.28% 520K 330.93 0.12% Share
132 IBM International B...
239.84
+1.15% 2.06K +0.98% 512.94K 221.04 0.12% Share
133 COP ConocoPhillips
95.36
-0.3% 4.8K -66.78% 504.2K 80.74 0.12% Share
134 PANW Palo Alto Netwo...
177.09
+2.04% 2.9K +47.61% 495.72K 157.23 0.12% Share
135 GS The Goldman Sac...
731.19
-2.14% 898 -2.5% 490.62K 362.63 0.12% Share
136 APH Amphenol Corpor...
109.23
-1.36% 7.39K -3.03% 485.86K 42.61 0.11% Share
137 DNL WisdomTree Glob...
39.52
+0.15% 13.54K -5.45% 482.98K 36.27 0.11% Share
138 MCK McKesson Corpor...
673.02
-0.12% 709 -1.12% 477.76K 390.95 0.11% Share
139 ANET Arista Networks...
137.26
+0.57% 6.13K -1.62% 474.7K 110.53 0.11% Share
140 RGEN Repligen Corpor...
124.41
-1.76% 3.7K +100.00% 471.17K 127.24 0.11% Share
141 VZ Verizon Communi...
44.23
+1.70% 10.38K -9.64% 470.93K 42.85 0.11% Share
142 FAST Fastenal Compan...
48.88
+0.39% 6.07K -1.37% 470.64K 63.21 0.11% Share
143 TRV The Travelers C...
265.62
-1.11% 1.76K -0.85% 465.13K 192.09 0.11% Share
144 SOFI SoFi Technologi...
23.75
+2.00% 39.98K +1.08% 465K 6.36 0.11% Share
145 PLTR Palantir Techno...
177.12
-2.15% 5.47K +57.82% 461.63K 78.84 0.11% Share
146 TOL Toll Brothers, ...
130.47
-0.41% 4.31K +100.00% 455.46K 105.59 0.11% Share
147 PSX Phillips 66
123.71
+0.80% 3.69K -48.5% 455.13K 107.5 0.11% Share
148 SHEL Shell plc
71.93
-0.98% 6.18K +0.77% 453.03K 54.24 0.11% Share
149 TJX The TJX Compani...
132.63
-0.24% 3.63K -2.26% 442.08K 83.66 0.10% Share
150 QQQ Invesco QQQ Tru...
577.11
-0.48% 936 -41.61% 439.57K 375.28 0.10% Share