Drive Wealth Management, LLC Reduced Holdings in Q3 2025

Drive Wealth Management, LLC

  • $436 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
-68.5K
- 94.88%
$110.06 - $110.49 $7.54M - $7.57M
3.7K $408K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-150K
- 94.85%
$50.08 - $50.37 $7.51M - $7.55M
8.13K $408K
HYG
Ishares Tr

ETFs
-32.1K
- 73.74%
$79.85 - $81.32 $2.56M - $2.61M
11.4K $926K
SRLN
Ssga Active Trust

ETFs
-60.8K
- 25.97%
$41.28 - $41.65 $2.51M - $2.53M
173K $7.2M
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
-217K
- 62.98%
$10.43 - $11.34 $2.26M - $2.46M
128K $1.37M
PDI
Pimco Dynamic Income Fund

Financial Services
-112K
- 82.09%
$18.85 - $20.07 $2.1M - $2.24M
24.4K $482K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
-318K
- 71.86%
$5.79 - $5.98 $1.84M - $1.9M
125K $722K
BGX
Blackstone Long Short Credit Income Fund

Financial Services
-132K
- 74.85%
$11.98 - $12.6 $1.59M - $1.67M
44.5K $533K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
-103K
- 70.56%
$13.1 - $13.58 $1.35M - $1.4M
43K $575K
SVOL
Simplify ETF Simplify Volatili

ETFs
-61.5K
- 65.31%
$16.48 - $19.27 $1.01M - $1.18M
32.6K $587K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-16.2K
- 51.42%
$55.61 - $57.37 $899K - $927K
15.3K $872K
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
-94.5K
- 78.98%
$8.77 - $9.87 $828K - $932K
25.1K $226K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.97K
- 64.87%
$420.11 - $472.68 $826K - $930K
1.07K $498K
NCNO
N Cino, Inc.

Technology
-25.7K
- 73.11%
$26.19 - $32.69 $673K - $839K
9.44K $255K
QLD
Proshares Ultra Qqq

ETFs
-6.16K
- 73.65%
$115.66 - $138.31 $712K - $852K
2.2K $302K
HLN
Haleon PLC

Healthcare
-63.7K
- 85.5%
$8.72 - $10.35 $556K - $659K
10.8K $96K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-15K
- 48.01%
$45.07 - $47.56 $674K - $711K
16.2K $744K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.04K
- 70.75%
$617.65 - $666.84 $642K - $694K
430 $286K
PM
Philip Morris International Inc.

Consumer Defensive
-2.25K
- 30.39%
$157.77 - $183.27 $355K - $413K
5.16K $836K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-3.13K
- 31.18%
$182.33 - $194.5 $570K - $608K
6.9K $1.34M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-6.19K
- 43.97%
$67.01 - $72.84 $415K - $451K
7.89K $571K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-16.5K
- 4.34%
$22.64 - $23.22 $373K - $382K
362K $8.38M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-30.4K
- 10.86%
$49.43 - $54.52 $1.5M - $1.65M
249K $13.5M
VO
Vanguard Mid Cap ETF

ETFs
-3.07K
- 7.24%
$279.83 - $293.74 $860K - $902K
39.3K $11.6M
NFLX
Netflix Inc

Communication Services
-72
- 4.5%
$1147.87 - $1297.18 $82.6K - $93.4K
1.53K $1.83M
ISRG
Intuitive Surgical Inc

Healthcare
-350
- 24.32%
$433.66 - $544.47 $152K - $191K
1.09K $487K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-10.6K
- 40.91%
$26.38 - $27.95 $279K - $296K
15.3K $417K
T
At&T Inc.

Communication Services
-7.62K
- 16.95%
$26.94 - $29.62 $205K - $226K
37.3K $1.05M
DGRO
Ishares Core Dividend Growth E

ETFs
-5.59K
- 17.03%
$64.12 - $68.08 $358K - $381K
27.2K $1.85M
WFC
Wells Fargo & Company

Financial Services
-3.96K
- 15.52%
$77.05 - $85.16 $305K - $337K
21.6K $1.81M
CRM
Salesforce, Inc.

Technology
-227
- 4.46%
$231.66 - $273.65 $52.6K - $62.1K
4.86K $1.15M
LLY
Eli Lilly & CO

Healthcare
-239
- 8.6%
$625.65 - $812.69 $150K - $194K
2.54K $1.94M
CMCSA
Comcast Corp

Communication Services
-2.82K
- 8.96%
$31.41 - $36.33 $88.6K - $102K
28.7K $900K
DE
Deere & CO

Industrials
-72
- 2.05%
$457.26 - $524.37 $32.9K - $37.8K
3.44K $1.57M
IREN
Iris Energy LTD

Financial Services
-32.4K
- 79.23%
$15.1 - $47.14 $490K - $1.53M
8.5K $389K
GBCI
Glacier Bancorp, Inc.

Financial Services
-5.51K
- 36.46%
$42.86 - $50.13 $236K - $276K
9.6K $467K
HD
Home Depot, Inc.

Consumer Cyclical
-816
- 21.23%
$357.4 - $423.42 $292K - $346K
3.03K $1.23M
MSTR
Microstrategy Inc

Technology
-294
- 28.08%
$300.7 - $455.9 $88.4K - $134K
753 $242K
KO
Coca Cola CO

Consumer Defensive
-1.83K
- 13.95%
$65.67 - $71.67 $120K - $131K
11.3K $749K
COST
Costco Wholesale Corp

Consumer Defensive
-26
- 1.14%
$915.95 - $994.57 $23.8K - $25.9K
2.25K $2.08M
IHDG
Wisdomtree Tr

ETFs
-4.13K
- 16.94%
$43.81 - $46.31 $181K - $191K
20.2K $931K
V
Visa Inc.

Financial Services
-125
- 1.41%
$332.09 - $358.86 $41.5K - $44.9K
8.72K $2.98M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.59K
- 7.75%
$620.67 - $670.08 $2.23M - $2.4M
42.7K $28.6M
FICO
Fair Isaac Corp

Technology
-6
- 1.39%
$1311.26 - $1869.83 $7.87K - $11.2K
426 $637K
ADBE
Adobe Inc.

Technology
-146
- 5.27%
$333.65 - $392.1 $48.7K - $57.2K
2.63K $926K
IBM
International Business Machines Corp

Technology
-342
- 14.3%
$234.77 - $292.47 $80.3K - $100K
2.05K $578K
HON
Honeywell International Inc

Industrials
-322
- 15.15%
$207.7 - $240.4 $66.9K - $77.4K
1.8K $379K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.35K
- 29.06%
$60.9 - $70.75 $82.3K - $95.7K
3.3K $206K
SYK
Stryker Corp

Healthcare
-220
- 27.99%
$368.57 - $403.53 $81.1K - $88.8K
566 $209K
Activity Summary
Buys All Purchases 201 New Holdings 47 Increased Positions 154 Sells All Sells 152 Reductions 152 Sold out 0 Options Calls 0 Puts 0
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