Drive Wealth Management, LLC Reduced Holdings in Q2 2025

Drive Wealth Management, LLC

  • $440 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-1.4K
- 2.19%
$24.94 - $25.42 $34.9K - $35.6K
62.6K $1.59M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-615
- 7.04%
$42.51 - $43.7 $26.1K - $26.9K
8.12K $354K
ADP
Automatic Data Processing Inc

Industrials
-89
- 4.56%
$276.76 - $326.81 $24.6K - $29.1K
1.86K $573K
FICO
Fair Isaac Corp

Technology
-7
- 1.59%
$1503.62 - $2206.01 $10.5K - $15.4K
432 $789K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-1.43K
- 2.01%
$22.7 - $23.33 $32.4K - $33.3K
69.4K $1.62M
SYY
Sysco Corp

Consumer Defensive
-391
- 2.45%
$68.0 - $75.91 $26.6K - $29.7K
15.6K $1.18M
NVR
Nvr Inc

Consumer Cyclical
-3
- 9.68%
$6700.0 - $7410.93 $20.1K - $22.2K
28 $206K
PCAR
Paccar Inc

Industrials
-117
- 4.41%
$86.4 - $99.09 $10.1K - $11.6K
2.54K $241K
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
-457
- 8.1%
$43.06 - $44.41 $19.7K - $20.3K
5.19K $230K
MET
Metlife Inc

Financial Services
-208
- 5.01%
$68.42 - $82.49 $14.2K - $17.2K
3.94K $317K
UHS
Universal Health Services Inc

Healthcare
-33
- 2.88%
$157.05 - $197.94 $5.18K - $6.53K
1.11K $201K
WIT
Wipro LTD

Technology
-4.23K
- 11.35%
$2.7 - $3.09 $11.4K - $13.1K
33K $99K
ASML
Asml Holding Nv

Technology
-75
- 21.8%
$595.37 - $815.24 $44.7K - $61.1K
269 $215K
NEE
Nextera Energy Inc

Utilities
-26
- 0.48%
$64.11 - $75.0 $1.67K - $1.95K
5.41K $375K
CHKP
Check Point Software Technologies LTD

Technology
-1
- 0.07%
$204.26 - $233.47 $204 - $233
1.47K $325K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-235
- 6.18%
$66.87 - $79.47 $15.7K - $18.7K
3.57K $283K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-101
- 0.48%
$12.23 - $15.46 $1.24K - $1.56K
21K $316K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-78
- 2.36%
N/A
3.22K $276K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-1.42K
- 1.7%
$20.23 - $21.04 $28.7K - $29.8K
81.8K $1.72M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-547
- 2.84%
$36.25 - $42.28 $19.8K - $23.1K
18.7K $791K
Biovie Inc
-5K
- 33.33%
N/A
10K $0
Nvni Group Limited
-83.5K
- 19.77%
N/A
339K $0
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-392
- 2.41%
$45.11 - $52.34 $17.7K - $20.5K
15.9K $830K
Corpay Inc
-17
- 2.25%
N/A
738 $0
Calidi Biotherapeutics Inc
-10K
- 18.18%
N/A
45K $0
Fidelity Wise Origin Bitcoin
-3
- 0.09%
N/A
3.49K $0
DHT
Dht Holdings, Inc.

Energy
-212
- 1.99%
$9.45 - $12.15 $2K - $2.58K
10.4K $112K
TRV
Travelers Companies, Inc.

Financial Services
-6
- 0.34%
$233.83 - $276.34 $1.4K - $1.66K
1.75K $468K
ZION
Zions Bancorporation, National Association

Financial Services
-160
- 2.67%
$41.39 - $51.94 $6.62K - $8.31K
5.82K $302K
DFAT
Dimensional ETF Tr U S Target

ETFs
-102
- 2.42%
$44.8 - $53.97 $4.57K - $5.5K
4.11K $221K
KEYS
Keysight Technologies, Inc.

Technology
-381
- 7.92%
$127.02 - $165.4 $48.4K - $63K
4.43K $725K
NMR
Nomura Holdings Inc

Financial Services
-727
- 2.24%
$4.95 - $6.6 $3.6K - $4.8K
31.7K $208K
NCNO
N Cino, Inc.

Technology
-237
- 0.67%
$21.45 - $28.12 $5.08K - $6.66K
35.1K $982K
BSX
Boston Scientific Corp

Healthcare
-73
- 2.17%
$89.7 - $107.41 $6.55K - $7.84K
3.29K $352K
CBRE
Cbre Group, Inc.

Real Estate
-10
- 0.58%
$113.94 - $140.12 $1.14K - $1.4K
1.71K $240K
ASX
Ase Technology Holding Co., Ltd.

Technology
-583
- 3.79%
$7.42 - $10.65 $4.33K - $6.21K
14.8K $152K
RELX
Relx PLC

Communication Services
-26
- 0.53%
$45.31 - $55.66 $1.18K - $1.45K
4.9K $266K
MA
Mastercard Inc

Financial Services
-22
- 0.85%
$479.92 - $590.74 $10.6K - $13K
2.56K $1.44M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-70
- 1.98%
$57.41 - $74.81 $4.02K - $5.24K
3.47K $258K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-541
- 3.02%
$26.69 - $33.44 $14.4K - $18.1K
17.4K $570K
RJF
Raymond James Financial Inc

Financial Services
-53
- 2.16%
$123.65 - $153.88 $6.55K - $8.16K
2.4K $368K
UBS
Ubs Group Ag

Financial Services
-114
- 1.06%
$26.12 - $33.82 $2.98K - $3.86K
10.7K $360K
AMP
Ameriprise Financial Inc

Financial Services
-23
- 2.58%
$422.19 - $533.73 $9.71K - $12.3K
868 $463K
MAR
Marriott International Inc

Consumer Cyclical
-171
- 6.87%
$211.12 - $274.14 $36.1K - $46.9K
2.32K $633K
DFIV
Dimensional ETF Tr

ETFs
-132
- 0.89%
$34.67 - $43.21 $4.58K - $5.7K
14.7K $629K
RACE
Ferrari N.V.

Consumer Cyclical
-2
- 0.26%
$397.86 - $499.02 $796 - $998
770 $377K
PH
Parker Hannifin Corp

Industrials
-6
- 0.96%
$517.23 - $700.54 $3.1K - $4.2K
618 $431K
AXP
American Express CO

Financial Services
-13
- 0.89%
$231.39 - $318.98 $3.01K - $4.15K
1.45K $461K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-652
- 2.05%
$37.51 - $45.52 $24.5K - $29.7K
31.1K $1.41M
Activity Summary
Buys All Purchases 226 New Holdings 54 Increased Positions 172 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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