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
IVW
Ishares S&P 500 Growth ETF

ETFs
-434
- 9.37%
$108.97 - $121.65 $47.3K - $52.8K
4.2K $506K
BSBR
Banco Santander (Brasil) S.A.

Financial Services
-689
- 4.83%
$4.69 - $5.59 $3.23K - $3.85K
13.6K $75K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-326
- 0.52%
$25.24 - $25.56 $8.23K - $8.33K
62.3K $1.59M
Fidelity Covington Trust
-170
- 2.57%
N/A
6.45K $0
Fidelity Wise Origin Bitcoin
-938
- 26.88%
N/A
2.55K $0
Nvni Group Limited
-30K
- 8.86%
N/A
309K $0
Kenvue Inc
-2.68K
- 4.86%
N/A
52.6K $0
Ge Vernova Inc
-39
- 5.17%
N/A
716 $0
Fortuna Mng Corp
-977
- 6.7%
N/A
13.6K $0
Corpay Inc
-11
- 1.49%
N/A
727 $0
ENIC
Enel Chile S.A.

Utilities
-961
- 4.44%
$3.12 - $3.89 $3K - $3.74K
20.7K $80K
ITW
Illinois Tool Works Inc

Industrials
-44
- 4.39%
$252.31 - $269.41 $11.1K - $11.9K
959 $250K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-277
- 0.4%
$23.13 - $23.54 $6.41K - $6.52K
69.1K $1.62M
IBDV
Ishares Tr

Technology
-429
- 0.56%
$21.75 - $22.22 $9.33K - $9.53K
76.7K $1.7M
MET
Metlife Inc

Financial Services
-2
- 0.05%
$73.82 - $82.37 $148 - $165
3.94K $324K
SHOP
Shopify Inc.

Technology
-486
- 20.5%
$112.11 - $157.12 $54.5K - $76.4K
1.89K $280K
RGEN
Repligen Corp

Healthcare
-191
- 5.03%
$111.43 - $134.0 $21.3K - $25.6K
3.61K $481K
LYG
Lloyds Banking Group PLC

Financial Services
-292
- 0.71%
$4.03 - $4.63 $1.18K - $1.35K
40.8K $185K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-660
- 3.51%
$59.61 - $63.09 $39.3K - $41.6K
18.1K $1.14M
AXP
American Express CO

Financial Services
-21
- 1.45%
$294.27 - $342.31 $6.18K - $7.19K
1.43K $473K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-68
- 6.23%
$546.99 - $602.2 $37.2K - $40.9K
1.02K $614K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-117
- 0.14%
$20.77 - $21.32 $2.43K - $2.49K
81.7K $1.73M
DFAT
Dimensional ETF Tr U S Target

ETFs
-34
- 0.83%
$53.36 - $59.69 $1.81K - $2.03K
4.08K $237K
GOSS
Gossamer Bio, Inc.

Healthcare
-7.27K
- 28.55%
$1.21 - $3.46 $8.8K - $25.2K
18.2K $47K
AVUV
American Centy ETF Tr Avantis

ETFs
-17
- 0.76%
$90.37 - $102.12 $1.54K - $1.74K
2.22K $221K
TRV
Travelers Companies, Inc.

Financial Services
-2
- 0.11%
$250.62 - $279.43 $501 - $559
1.75K $488K
KEYS
Keysight Technologies, Inc.

Technology
-157
- 3.55%
$158.51 - $178.15 $24.9K - $28K
4.27K $747K
TXT
Textron Inc

Industrials
-411
- 2.92%
$77.02 - $87.21 $31.7K - $35.8K
13.7K $1.15M
PSX
Phillips 66

Energy
-254
- 6.08%
$118.37 - $139.46 $30.1K - $35.4K
3.93K $533K
PH
Parker Hannifin Corp

Industrials
-2
- 0.32%
$697.13 - $769.67 $1.39K - $1.54K
616 $467K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-99
- 0.57%
$32.53 - $35.69 $3.22K - $3.53K
17.3K $612K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-15
- 0.08%
$41.91 - $44.87 $629 - $673
18.7K $836K
VLO
Valero Energy Corp

Energy
-24
- 1.59%
$131.77 - $175.63 $3.16K - $4.22K
1.49K $253K
AMAT
Applied Materials Inc

Technology
-65
- 2.13%
$156.25 - $204.95 $10.2K - $13.3K
2.99K $612K
HCA
Hca Healthcare, Inc.

Healthcare
-72
- 3.52%
$334.32 - $426.2 $24.1K - $30.7K
1.97K $840K
UNH
Unitedhealth Group Inc

Healthcare
-19
- 0.91%
$237.77 - $353.61 $4.52K - $6.72K
2.06K $712K
SYY
Sysco Corp

Consumer Defensive
-440
- 2.83%
$76.33 - $82.51 $33.6K - $36.3K
15.1K $1.24M
SPYG
Spdr Portfolio

ETFs
-412
- 3.27%
$94.33 - $105.31 $38.9K - $43.4K
12.2K $1.27M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-2.21K
- 4.61%
$34.31 - $38.09 $75.8K - $84.1K
45.7K $1.73M
INTC
Intel Corp

Technology
-227
- 2.5%
$19.31 - $35.5 $4.38K - $8.06K
8.84K $296K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-45
- 1.01%
$113.78 - $148.0 $5.12K - $6.66K
4.4K $607K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-97
- 1.0%
$459.11 - $506.91 $44.5K - $49.2K
9.65K $4.85M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.04K
- 2.08%
$39.37 - $44.24 $41K - $46.1K
49K $2.14M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-1.03K
- 1.56%
$33.13 - $36.31 $34K - $37.2K
64.9K $2.35M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-263
- 5.03%
$224.68 - $282.71 $59.1K - $74.4K
4.96K $1.39M
VTI
Vanguard Total Stock Market Et

ETFs
-23
- 0.19%
$303.93 - $329.86 $6.99K - $7.59K
12.2K $4.01M
ORCL
Oracle Corp

Technology
-514
- 7.4%
$218.96 - $328.33 $113K - $169K
6.43K $1.81M
EFV
Msci Eafe Value ETF

ETFs
-1.33K
- 1.46%
$62.79 - $68.42 $83.4K - $90.9K
89.4K $6.07M
CAT
Caterpillar Inc

Industrials
-3
- 0.05%
$390.92 - $477.15 $1.17K - $1.43K
5.88K $2.81M
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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