DWM
Drive Wealth Management LLC Portfolio
Invests via Drive Wealth Management LLC | Managed by James Hawker, Lowell C. Crabb
Invests via Drive Wealth Management LLC
Managed by James Hawker, Lowell C. Crabb
Automatically Tracked
Company Profile
Drive Wealth Management LLC operates at the intersection of technology and finance, providing innovative wealth management solutions. The firm is distinguished by its focus on digitized financial services aimed at a diverse client base, integrating advanced analytics with personalized advisory. This unique blend allows for a scalable approach to portfolio management tailored to individual needs in a rapidly evolving market landscape. With an emphasis on enhancing investor access to digital asset classes and modern investment opportunities, it plays a significant role in shaping contemporary asset management strategies.
Drive Wealth Management LLC operates at the intersection of technology and finance, providing innovative wealth management solutions. The firm is distinguished by its focus on digitized financial services aimed at a diverse client base, integrating advanced analytics with personalized advisory. This unique blend allows for a scalable approach to portfolio management tailored to individual needs in a rapidly evolving market landscape. With an emphasis on enhancing investor access to digital asset classes and modern investment opportunities, it plays a significant role in shaping contemporary asset management strategies.
Investment Philosophy & Strategy
In today's evolving financial ecosystem, Drive Wealth Management LLC leverages technology to reshape investment landscapes. The firm prioritizes access and personalization, enabling clients to engage with a wide array of asset classes through innovative digital solutions. Their strategic emphasis on integrating sophisticated analytics ensures that services are not only adaptive but also capable of meeting diverse client aspirations. This approach positions them as a forward-thinking entity in the wealth management sector, dedicated to enhancing investor experiences while capitalizing on emerging market opportunities.
In today's evolving financial ecosystem, Drive Wealth Management LLC leverages technology to reshape investment landscapes. The firm prioritizes access and personalization, enabling clients to engage with a wide array of asset classes through innovative digital solutions. Their strategic emphasis on integrating sophisticated analytics ensures that services are not only adaptive but also capable of meeting diverse client aspirations. This approach positions them as a forward-thinking entity in the wealth management sector, dedicated to enhancing investor experiences while capitalizing on emerging market opportunities.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
104.78%
Gain -0.29%
Monthly
1.24%
Yearly
15.91%
Drawdown
23.67%
$567.05M
Equity
Holdings
$567.05M
Investment
$408.79M
$167.25M
Profit -$1.29M
Realized
$8.99M
Unrealized
$158.25M
Dividends
$32.13M
Goals
Avg. 64.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.29%
Profit
-$1.29M
Win %
76%
This Week
Compared To Last Week
Gain
-1.12%
Profit
-$6.42M
Win %
76%
This Month
Compared to last month
Gain
-0.65%
Profit
-$3.68M
Win %
76%
This Year
Compared to last year
Gain
1.43%
Profit
$8.18M
Win %
73%
ELV Elevance Health, Inc.
+4.95%
+$18,716.92 
MDB MongoDB Inc.
+4.32%
+$9,929.09 
DUOL Duolingo, Inc.
+4.25%
+$12,822.72 
SNAP Snap Inc.
+4.14%
+$2,286.02 
AAPL Apple Inc.
+3.56%
+$703,660.57 
F Ford Motor Company
+3.42%
+$5,232.96 
MOH Molina Healthcare Inc.
+3.16%
+$11,552.2 
YEXT Yext Inc.
+3.12%
+$2,348.59 
APP AppLovin Corporation Class A Common Stock
+3.09%
+$10,203.26 
NXST Nexstar Media Group Inc.
+3.07%
+$9,062.46 
GM General Motors Company
+2.81%
+$12,292.85 
TTWO Take-Two Interactive Software, Inc.
+2.76%
+$12,187.08 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
+2.66%
+$2,281.36 
IBTA Ibotta Inc.
+2.66%
+$6,793.28 
CMCSA Comcast Corp
+2.36%
+$10,939.38 
HAFN Hafnia Ltd
+2.24%
+$6,553.44 
PM Philip Morris International Inc.
+2.17%
+$44,421 
UBER Uber Technologies, Inc.
+2.1%
+$8,069.83 
CNC Centene Corporation
+2.09%
+$11,482.46 
ISRG Intuitive Surgical, Inc.
+2.03%
+$7,510.85 
STNG Scorpio Tankers Inc.
+1.76%
+$4,600.1 
NEXT NextDecade Corporation
+1.72%
+$1,764.49 
AZN AstraZeneca PLC American Depositary Shares
+1.71%
+$5,788.86 
ABBV AbbVie Inc.
+1.63%
+$27,896.4 
T AT&T Inc.
+1.61%
+$11,369.16 
DIS The Walt Disney Company
+1.6%
+$6,080.47 
RACE Ferrari N.V.
+1.59%
+$6,172.74 
EXPE Expedia Group, Inc.
+1.57%
+$3,946.16 
HRTG Heritage Insurance Holdings, Inc.
+1.53%
+$4,165.72 
HONA Honeywell Aerospace Inc.
+1.43%
+$2,347.94 
KYMR Kymera Therapeutics Inc.
+1.36%
+$4,353.61 
MO Altria Group, Inc.
+1.35%
+$3,995.56 
NTRS Northern Trust Corporation
+1.35%
+$5,260 
ESLT Elbit Systems Ltd.
+1.33%
+$5,763.06 
MET MetLife Inc.
+1.14%
+$4,543.12 
MFG Mizuho Financial Group Inc. ADR
+1.13%
+$1,679.7 
SEZL Sezzle Inc.
+1.08%
+$2,174.24 
LMT Lockheed Martin Corporation
+1.07%
+$6,080.82 
PTRN Pattern Group Inc.
+1.07%
+$4,285.68 
DHT DHT Holdings Inc.
+1.06%
+$2,383.65 
FTNT Fortinet Inc.
+1.04%
+$5,822.36 
TEAM Atlassian Corporation Class A
+1.03%
+$6,450.75 
AON Aon plc
+1.02%
+$2,352.9 
SNPS Synopsys, Inc.
+1%
+$3,562.9 
PANW Palo Alto Networks, Inc.
+1%
+$8,275.51 
CI The Cigna Group
+0.97%
+$8,059.54 
BTI British American Tobacco p.l.c. ADR
+0.97%
+$2,738.4 
LION Lionsgate Studios Corp.
+0.95%
+$2,974.23 
PNC The PNC Financial Services Group, Inc.
+0.94%
+$7,502.95 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+0.93%
+$5,760.93 
TEN Tsakos Energy Navigation Ltd.
+0.93%
+$3,478.85 
NBIX Neurocrine Biosciences Inc.
+0.92%
+$1,994.85 
SYY Sysco Corporation
+0.92%
+$8,745 
NMR Nomura Holdings Inc. Sponsored ADR
+0.91%
+$1,835.21 
EG Everest Group, Ltd.
+0.89%
+$2,011.05 
MSI Motorola Solutions, Inc.
+0.86%
+$3,386.41 
TD The Toronto-Dominion Bank
+0.86%
+$2,094.06 
FDX FedEx Corporation
+0.85%
+$4,373.69 
ROKU Roku, Inc.
+0.8%
+$1,777.54 
UPS United Parcel Service, Inc.
+0.77%
+$2,324.07 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.75%
+$9,210.12 
TM Toyota Motor Corporation
+0.74%
+$1,986.69 
NOC Northrop Grumman Corporation
+0.68%
+$3,744.48 
WF Woori Financial Group Inc. Sponsored ADR
+0.67%
+$2,521.5 
VRSN Verisign Inc.
+0.67%
+$3,201.16 
ABCB Ameris Bancorp
+0.64%
+$1,367.82 
SNEX StoneX Group Inc.
+0.62%
+$1,703.44 
XOM Exxon Mobil Corporation
+0.61%
+$32,682.59 
GOOG Alphabet Inc
+0.61%
+$35,607.15 
CPAY Corpay, Inc.
+0.61%
+$2,261.95 
GOOGL Alphabet Inc
+0.59%
+$51,325.95 
PCAR PACCAR Inc.
+0.57%
+$1,883.7 
ZTO ZTO Express (Cayman) Inc.
+0.56%
+$1,285.82 
BKNG Booking Holdings Inc.
+0.52%
+$2,826 
C Citigroup Inc.
+0.51%
+$3,587.04 
CRWD CrowdStrike Holdings, Inc.
+0.51%
+$12,707.28 
USB U.S. Bancorp
+0.5%
+$2,678.4 
ITW Illinois Tool Works Inc.
+0.48%
+$1,240.32 
E Eni S.p.A. Sponsored ADR
+0.48%
+$1,574.91 
FAST Fastenal Co.
+0.47%
+$2,072.76 
FITB Fifth Third Bancorp
+0.46%
+$1,007 
VZ Verizon Communications Inc.
+0.44%
+$2,497.66 
SPCX Space Exploration Technologies Corp. Class A
+0.43%
+$1,060.29 
GD General Dynamics Corporation
+0.42%
+$2,674.34 
AX Axos Financial Inc.
+0.41%
+$948.1 
CFG Citizens Financial Group, Inc.
+0.4%
+$1,456.67 
GBCI Glacier Bancorp Inc.
+0.39%
+$1,738.62 
SHEL Shell plc
+0.39%
+$2,649.57 
COP ConocoPhillips
+0.38%
+$2,784.08 
PAYX Paychex Inc.
+0.37%
+$1,093.06 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.36%
+$950.38 
UNP Union Pacific Corporation
+0.35%
+$5,532.18 
TFC Truist Financial Corporation
+0.34%
+$749.7 
PGR Progressive Corporation
+0.34%
+$5,420.1 
KO The Coca-Cola Company
+0.33%
+$5,499.07 
CB Chubb Limited
+0.32%
+$3,384.1 
AMP Ameriprise Financial, Inc.
+0.32%
+$1,848 
SOC Sable Offshore Corp.
+0.3%
+$196.2 
EOG EOG Resources, Inc.
+0.3%
+$741.38 
RTX RTX Corporation
+0.28%
+$3,044.25 
VMC Vulcan Materials Company
+0.27%
+$563.62 
ZION Zions Bancorporation, National Association
+0.26%
+$539.1 
PG Procter & Gamble Co
+0.25%
+$2,038.41 
MRSH Marsh & McLennan Companies, Inc.
+0.25%
+$600.16 
TJX The TJX Companies, Inc.
+0.24%
+$1,839 
TDY Teledyne Technologies Incorporated
+0.23%
+$535.15 
QCOM QUALCOMM Incorporated
+0.23%
+$1,295.63 
CHT Chunghwa Telecom Co., Ltd. Sponsored ADR
+0.23%
+$914.3 
KVUE Kenvue Inc.
+0.23%
+$2,195.92 
TRV The Travelers Companies, Inc.
+0.19%
+$1,503.07 
RBRK Rubrik, Inc.
+0.19%
+$832.15 
PLNT Planet Fitness Inc.
+0.18%
+$354.87 
IHS IHS Holding Ltd.
+0.18%
+$343.06 
MSFT Microsoft Corp.
+0.16%
+$24,000.2 
HIG The Hartford Insurance Group, Inc.
+0.16%
+$533.63 
IX Orix Corporation Sponsored ADR
+0.15%
+$355.38 
NU Nu Holdings Ltd.
+0.13%
+$254.86 
WTFC Wintrust Financial Corporation
+0.13%
+$323.8 
DE Deere & Company
+0.13%
+$2,455.08 
CDNS Cadence Design Systems, Inc.
+0.12%
+$409.5 
ROST Ross Stores, Inc.
+0.09%
+$426.72 
ACGL Arch Capital Group Ltd
+0.09%
+$253.04 
BSBR Banco Santander Brasil S.A.
+0.09%
+$75.69 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$5,811.2 
BNY BlackRock New York Municipal Income Trust
+0.06%
+$449.8 
NOW ServiceNow, Inc.
+0.05%
+$189.91 
ING ING Groep N.V. Sponsored ADR
+0.03%
+$123.71 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$789.11 
JBHT J.B. Hunt Transport Services, Inc.
+0.01%
+$36.66 
PNFP Pinnacle Financial Partners Inc.
+0.01%
+$30.61 
NVS Novartis AG Sponsored ADR
+0.01%
+$24.59 
FCFS FirstCash Holdings, Inc.
0%
+$15.4 
CLOA iShares AAA CLO ETF
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FORM FormFactor Inc.
0%
$0 
LASR nLIGHT, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
PSI Invesco Semiconductors ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 MRX
MRX
0%
$0 BPRE
BPRE
0%
$0 G200
G2004J103
0%
$0 
GOSS Gossamer Bio Inc.
-10.83%
-$303.62 
LECO Lincoln Electric Holdings, Inc.
-7.54%
-$16,061.1 
SCCO Southern Copper Corporation
-7.21%
-$36,116.1 
FCX Freeport-McMoRan Inc.
-6.56%
-$52,875 
HPE Hewlett Packard Enterprise Company
-6.23%
-$22,970.53 
ANF Abercrombie & Fitch Co.
-5.99%
-$21,372.06 
FDS FactSet Research Systems Inc.
-5.81%
-$19,241.27 
LRCX Lam Research Corporation
-5.67%
-$87,853.2 
VRT Vertiv Holdings Co
-5.6%
-$27,403.24 
INTC Intel Corporation
-5.57%
-$86,390.56 
MLI Mueller Industries Inc.
-5.53%
-$12,327.04 
LITE Lumentum Holdings Inc.
-5.39%
-$26,959.68 
DELL Dell Technologies Inc.
-5.34%
-$55,168.67 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-5.33%
-$10,102.31 
SLV iShares Silver Trust
-5.32%
-$14,295.98 
BHP BHP Group Ltd.
-5.3%
-$12,537.96 
ORCL Oracle Corporation
-5.23%
-$64,828.98 
MU Micron Technology, Inc.
-4.9%
-$275,519.56 
CRDO Credo Technology Group Holding Ltd.
-4.53%
-$11,019.28 
WDC Western Digital Corporation
-4.43%
-$40,009.9 
AU AngloGold Ashanti plc
-4.33%
-$56,197.9 
SNDK SanDisk Corporation
-4.02%
-$43,516.87 
SN SharkNinja, Inc.
-3.95%
-$26,285.01 
URI United Rentals, Inc.
-3.86%
-$12,462.66 
IREN IREN Limited
-3.81%
-$14,755.17 
ARM Arm Holdings plc American Depositary Receipt
-3.8%
-$10,532.4 
DRD DRDGOLD Limited American Depositary Receipts
-3.7%
-$12,262.64 
SSRM Ssr Mining Inc.
-3.7%
-$11,798.32 
ATI ATI Inc.
-3.69%
-$8,819.99 
TER Teradyne, Inc.
-3.52%
-$14,823 
ONTO Onto Innovation Inc.
-3.45%
-$5,929.37 
MRVL Marvell Technology, Inc.
-3.42%
-$33,745.6 
COHR Coherent Corp.
-3.38%
-$8,456.25 
AMD Advanced Micro Devices, Inc.
-3.36%
-$129,095.6 
WAY Waystar Holding Corp.
-3.35%
-$33,205.6 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-3.28%
-$18,137.25 
AMAT Applied Materials, Inc.
-3.19%
-$51,607.43 
GLW Corning Incorporated
-3.16%
-$13,829.05 
KLAC KLA Corporation
-3.13%
-$34,248.21 
KKR KKR & Co. Inc.
-3.1%
-$12,761.73 
WMB The Williams Companies, Inc.
-3.07%
-$9,939.93 
GIS General Mills, Inc.
-3.06%
-$8,800.79 
MXL MaxLinear Inc.
-3.04%
-$8,745.1 
P Everpure Inc.
-2.99%
-$9,158.2 
FTI TechnipFMC plc
-2.9%
-$18,952.36 
GEV GE Vernova Inc.
-2.88%
-$31,502.84 
HAL Halliburton Company
-2.87%
-$8,727.67 
BX Blackstone Inc.
-2.86%
-$8,347.02 
SENEA Seneca Foods Corporation Class A
-2.84%
-$6,549.76 
TFPM Triple Flag Precious Metals Corp
-2.83%
-$31,412.16 
STX Seagate Technology Holdings plc
-2.66%
-$12,384.75 
CAG Conagra Brands Inc.
-2.65%
-$5,085.88 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-2.6%
-$94,090.82 
KNSA Kiniksa Pharmaceuticals International, plc
-2.6%
-$6,419.88 
UMC United Microelectronics Corp. Sponsored ADR
-2.58%
-$4,578.21 
B BARRICK MINING CORP Common Stock (ABR0)
-2.49%
-$12,330.99 
IBM International Business Machines Corporation
-2.46%
-$7,068.36 
ASML ASML Holding N.V. New York Registry Shares
-2.43%
-$16,330.92 
BFAM Bright Horizons Family Solutions Inc.
-2.41%
-$5,426.67 
FSM Fortuna Mining Corp
-2.39%
-$4,085.75 
ADBE Adobe Inc.
-2.37%
-$12,198.69 
NVDA NVIDIA Corporation
-2.36%
-$545,123.53 
FICO Fair Isaac Corporation
-2.3%
-$7,648.94 
CARR Carrier Global Corporation
-2.27%
-$5,424.37 
AMGN Amgen Inc.
-2.25%
-$13,525.6 
CRS Carpenter Technology Corporation
-2.25%
-$3,450.5 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-2.23%
-$57,009.4 
PLTR Palantir Technologies Inc.
-2.18%
-$21,889.08 
NWL Newell Brands Inc.
-2.17%
-$2,269.8 
VRRM Verra Mobility Corporation
-2.15%
-$12,531.2 
NTSE WisdomTree Emerging Markets Efficient Core Fund
-2.14%
-$23,077.82 
BUR Burford Capital Limited
-2.12%
-$3,882.84 
DOV Dover Corporation
-2.11%
-$5,555 
LCID Lucid Group, Inc.
-2.11%
-$2,035.8 
DHR Danaher Corporation
-2.09%
-$5,700.96 
ROIV Roivant Sciences Ltd
-2.08%
-$6,163.95 
ES Eversource Energy
-2.04%
-$6,629.76 
DFEV Dimensional Emerging Markets Value ETF
-2.04%
-$11,404.46 
ANET Arista Networks, Inc.
-2.03%
-$27,651.62 
NEM Newmont Corporation
-2%
-$38,292.36 
TOL Toll Brothers Inc
-1.95%
-$8,910.44 
RUN Sunrun Inc.
-1.93%
-$11,670.16 
MRK Merck & Co., Inc.
-1.92%
-$30,912.84 
ACVA ACV Auctions Inc.
-1.9%
-$1,939.7 
FER Ferrovial SE
-1.87%
-$4,764.7 
EQIX Equinix, Inc.
-1.85%
-$13,667.5 
ILMN Illumina, Inc.
-1.82%
-$5,110.1 
CSCO Cisco Systems, Inc.
-1.82%
-$37,065.74 
COF Capital One Financial Corporation
-1.79%
-$9,074.39 
ABT Abbott Laboratories
-1.77%
-$16,516.8 
GLD SPDR Gold Shares
-1.73%
-$6,056 
MPC Marathon Petroleum Corporation
-1.73%
-$6,016.8 
IAU iShares Gold Trust
-1.72%
-$21,658.58 
RBC RBC Bearings Incorporated
-1.69%
-$2,975.64 
AIQ Global X Artificial Intelligence & Technology ETF
-1.61%
-$4,110.73 
FIX Comfort Systems USA, Inc.
-1.6%
-$14,125.02 
KEYS Keysight Technologies, Inc.
-1.6%
-$16,557.2 
PH Parker-Hannifin Corporation
-1.59%
-$8,210.14 
DDOG Datadog, Inc. Class A Common Stock
-1.58%
-$4,093.15 
INTA Intapp, Inc.
-1.55%
-$12,753.6 
UBS UBS Group AG
-1.55%
-$10,071.65 
VWO Vanguard FTSE Emerging Markets ETF
-1.54%
-$234,592.98 
EXEL Exelixis Inc.
-1.54%
-$3,904.2 
BRBR BellRing Brands Inc.
-1.54%
-$8,009.51 
HD The Home Depot, Inc.
-1.53%
-$9,148.72 
FFIV F5 Inc.
-1.52%
-$4,803.15 
ETN Eaton Corporation plc
-1.5%
-$9,984 
SAP SAP SE Sponsored ADR
-1.49%
-$6,461.52 
NVR NVR, Inc.
-1.49%
-$3,778.56 
MCO Moody's Corporation
-1.48%
-$5,107.18 
MPWR Monolithic Power Systems, Inc.
-1.47%
-$4,788.57 
KMI Kinder Morgan, Inc.
-1.45%
-$6,419.6 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.45%
-$11,285.16 
SMPL Simply Good Foods Co.
-1.44%
-$7,309.65 
JCI Johnson Controls International plc
-1.44%
-$5,493.28 
META Meta Platforms Inc Class A
-1.42%
-$91,880.39 
AGX Argan Inc.
-1.41%
-$1,446.4 
UL Unilever PLC Sponsored American Depositary Receipt
-1.4%
-$5,015.74 
NOK Nokia Corporation Sponsored ADR
-1.39%
-$2,503.05 
RDY Dr. Reddy's Laboratories Ltd.
-1.39%
-$2,048.64 
TSCO Tractor Supply Company
-1.38%
-$6,750.14 
APH Amphenol Corporation
-1.38%
-$32,188.8 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.36%
-$3,580.5 
HSBC HSBC Holdings plc Sponsored ADR
-1.35%
-$13,477.87 
CHD Church & Dwight Co., Inc.
-1.34%
-$2,856.01 
ETR Entergy Corporation
-1.32%
-$2,923.78 
CAT Caterpillar Inc.
-1.29%
-$58,914.24 
BULL Webull Corporation
-1.27%
-$1,989.84 
DTE DTE Energy Company
-1.26%
-$3,206.08 
GPK Graphic Packaging Holding Company
-1.26%
-$1,202.76 
VRTX Vertex Pharmaceuticals Incorporated
-1.26%
-$12,588.64 
NEOG Neogen Corporation
-1.26%
-$1,901.25 
MCK McKesson Corporation
-1.25%
-$8,347.73 
DG Dollar General Corporation
-1.24%
-$3,135.65 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.24%
-$370,176.3 
RLI RLI Corp.
-1.23%
-$13,142.28 
MS Morgan Stanley
-1.23%
-$4,815.07 
AEE Ameren Corporation
-1.22%
-$4,292.6 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.22%
-$2,390.7 
VIK Viking Holdings Ltd
-1.21%
-$2,102.23 
IHG Intercontinental Hotels Group PLC ADR
-1.21%
-$2,247.32 
EIX Edison International
-1.2%
-$5,588.31 
CBRE CBRE Group Inc.
-1.2%
-$2,845.82 
UNH UnitedHealth Group Incorporated
-1.19%
-$10,636.92 
SF Stifel Financial Corp.
-1.18%
-$3,150.55 
EFG iShares MSCI EAFE Growth ETF
-1.18%
-$2,772.95 
TSLA Tesla, Inc.
-1.15%
-$58,363.6 
PCG PG&E Corporation
-1.14%
-$5,600.18 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-1.12%
-$31,627.04 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
-1.09%
-$3,763.02 
RJF Raymond James Financial Inc.
-1.08%
-$4,461.2 
LIN Linde plc
-1.08%
-$4,305.68 
TXN Texas Instruments Inc
-1.08%
-$5,019.6 
QQQ Invesco QQQ Trust, Series 1
-1.06%
-$4,069.08 
GSID Goldman Sachs MarketBeta International Fund
-1.06%
-$45,458.27 
ADI Analog Devices, Inc.
-1.05%
-$5,703.26 
DIHP Dimensional International High Profitability Portfolio
-1.04%
-$25,679.88 
IWY iShares Russell Top 200 Growth ETF
-1.03%
-$2,453.23 
AZO AutoZone Inc.
-1.03%
-$2,876.16 
VGT Vanguard Information Technology ETF
-1.03%
-$2,948.72 
BMY Bristol-Myers Squibb Company
-1.02%
-$9,294.12 
XEL Xcel Energy Inc.
-1.02%
-$2,499.12 
LOW Lowe's Companies Inc.
-1.01%
-$2,679.33 
NET Cloudflare Inc.
-1.01%
-$4,171.72 
CIEN Ciena Corporation
-1%
-$2,524.13 
TT Trane Technologies plc
-0.99%
-$2,109.99 
FERG Ferguson Enterprises Inc
-0.99%
-$2,194.53 
AVDV Avantis International Small Cap Value ETF
-0.98%
-$8,933.1 
AVGO Broadcom Inc.
-0.97%
-$61,539.25 
SNX TD Synnex Corporation
-0.97%
-$2,366.93 
IWF iShares Russell 1000 Growth ETF
-0.97%
-$3,439.1 
AEP American Electric Power Company, Inc.
-0.96%
-$3,735.6 
XLU Utilities Select Sector SPDR Fund
-0.95%
-$4,103.28 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
-0.93%
-$8,198.4 
VLO Valero Energy Corporation
-0.91%
-$5,349.87 
VO Vanguard Mid-Cap ETF
-0.91%
-$92,194.38 
KHC The Kraft Heinz Company
-0.89%
-$2,198.24 
BCS Barclays PLC Sponsored ADR
-0.89%
-$3,464.37 
TXT Textron Inc.
-0.89%
-$8,631.47 
LSGR Natixis Loomis Sayles Focused Growth ETF
-0.88%
-$4,210.31 
GS The Goldman Sachs Group, Inc.
-0.88%
-$9,030.96 
BLK BlackRock, Inc.
-0.87%
-$16,097.71 
XLRE The Real Estate Select Sector SPDR Fund
-0.86%
-$3,860.25 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.86%
-$18,781.94 
IJR iShares Core S&P Small-Cap ETF
-0.86%
-$78,378.06 
DUK Duke Energy Corporation
-0.85%
-$3,470.07 
CMI Cummins Inc.
-0.85%
-$2,981.47 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.84%
-$10,461.12 
BAX Baxter International Inc.
-0.84%
-$7,328.75 
PSX Phillips 66
-0.84%
-$10,590.84 
EME EMCOR Group, Inc.
-0.82%
-$2,375.44 
SBUX Starbucks Corporation
-0.81%
-$2,981.61 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.8%
-$3,190.88 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.8%
-$21,506.4 
CTAS Cintas Corporation
-0.8%
-$2,576 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.8%
-$37,340.7 
EVTR Eaton Vance Total Return Fund
-0.77%
-$48,033.75 
WEC WEC Energy Group Inc.
-0.75%
-$1,912.8 
WM Waste Management, Inc.
-0.75%
-$6,141.84 
MAR Marriott International Inc. - Class A
-0.74%
-$5,975.55 
DB Deutsche Bank AG
-0.74%
-$4,392.6 
PXH Invesco FTSE RAFI Emerging Markets ETF
-0.73%
-$17,946.5 
BA Boeing Company
-0.72%
-$3,966.38 
ALL Allstate Corporation
-0.71%
-$2,365.2 
EXC Exelon Corporation
-0.71%
-$1,391.28 
ED Consolidated Edison, Inc.
-0.7%
-$4,132.5 
JMUB JPMorgan Municipal Bond ETF
-0.7%
-$3,874.3 
JQUA JPMorgan U.S. Quality Factor ETF
-0.69%
-$7,141.02 
MOAT VanEck Morningstar Wide Moat Fund
-0.69%
-$1,843.5 
VSTS Vestis Corporation
-0.69%
-$2,545.11 
EFOR Everforth, Inc.
-0.69%
-$9,812.67 
DFUV Dimensional US Marketwide Value ETF
-0.69%
-$6,978.66 
YUMC Yum China Holdings Inc.
-0.68%
-$1,564.26 
DAL Delta Air Lines, Inc.
-0.68%
-$2,529.48 
ENIC Enel Chile S.A.
-0.67%
-$706.02 
IVLU iShares MSCI International Value Factor ETF
-0.67%
-$4,866.32 
ORLY O'Reilly Automotive Inc.
-0.66%
-$2,444.16 
CYTK Cytokinetics, Incorporated
-0.66%
-$1,465.1 
DFUS Dimensional U.S. Equity Market ETF
-0.66%
-$2,075.15 
SO The Southern Company
-0.66%
-$3,091.98 
GTO Invesco Total Return Bond ETF
-0.64%
-$3,038.5 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.64%
-$8,211.97 
IBN ICICI Bank Limited Sponsored ADR
-0.62%
-$2,091.96 
NTAP NetApp, Inc.
-0.62%
-$1,882.14 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.61%
-$25,610.85 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.6%
-$168,273.37 
VOO Vanguard S&P 500 ETF
-0.6%
-$17,539.28 
FICS FT International Developed Capital Strength Fund
-0.59%
-$4,751.43 
LYG Lloyds Banking Group Plc ADR
-0.59%
-$1,748.63 
IVV iShares Core S&P 500 ETF
-0.59%
-$164,705.4 
UTHR United Therapeutics Corporation
-0.58%
-$1,296.48 
GILD Gilead Sciences Inc.
-0.57%
-$3,698.17 
RPD Rapid7 Inc.
-0.57%
-$1,095.24 
DFAT Dimensional US Targeted Value ETF
-0.55%
-$1,592.76 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
-0.55%
-$1,264.8 
QUAL iShares MSCI USA Quality Factor ETF
-0.53%
-$2,555.48 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
-0.53%
-$2,078.19 
PFE Pfizer Inc.
-0.5%
-$1,205.68 
BALI iShares Adaptive Large Cap ETF
-0.49%
-$13,721.38 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.49%
-$6,344.62 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.48%
-$28,463.5 
CVX Chevron Corporation
-0.48%
-$10,667.71 
DFIV Dimensional International Value ETF
-0.48%
-$7,239.96 
TTE TotalEnergies SE
-0.45%
-$2,164.39 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.44%
-$5,454.9 
CRM Salesforce Inc
-0.43%
-$3,103.8 
TMO Thermo Fisher Scientific Inc.
-0.42%
-$1,080.32 
PID Invesco International Dividend Achievers ETF
-0.42%
-$3,631.47 
GE General Electric Company
-0.42%
-$4,445.84 
RY Royal Bank of Canada
-0.41%
-$3,081.72 
BUD Anheuser-Busch InBev S.A. ADR
-0.41%
-$1,332.35 
TNGY Tortoise Energy Fund, Inc.
-0.4%
-$652.88 
EHC Encompass Health Corporation
-0.39%
-$1,133.17 
MA Mastercard Incorporated
-0.39%
-$6,145.14 
AJG Arthur J. Gallagher & Co.
-0.38%
-$1,999.16 
INTU Intuit Inc.
-0.37%
-$1,209.78 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.37%
-$4,395.84 
CVE Cenovus Energy Inc.
-0.34%
-$1,008.55 
EFV iShares MSCI EAFE Value ETF
-0.34%
-$19,395.88 
AXP American Express Company
-0.33%
-$1,675.6 
DVYE iShares Emerging Markets Dividend ETF
-0.33%
-$1,801.8 
CTVA Corteva Inc.
-0.33%
-$1,354.36 
JPM JPMorgan Chase & Co.
-0.33%
-$12,037.32 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.32%
-$5,918.88 
SCHD Schwab U.S. Dividend Equity ETF
-0.32%
-$1,089.88 
DGRO iShares Core Dividend Growth ETF
-0.32%
-$7,043.53 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.31%
-$2,280.33 
NVNI Nvni Group Ltd.
-0.31%
-$231.01 
PMAY Innovator U.S. Equity Power Buffer ETF - May
-0.31%
-$1,123.59 
LNTH Lantheus Holdings, Inc.
-0.31%
-$1,120.03 
JPLD JPMorgan Limited Duration ETF
-0.29%
-$23,326.83 
RCL Royal Caribbean Group
-0.29%
-$673.5 
BRO Brown & Brown Inc.
-0.29%
-$1,086.42 
JPIE JPMorgan Income ETF
-0.28%
-$3,923.79 
STT State Street Corp
-0.28%
-$1,026.28 
JNJ Johnson & Johnson
-0.27%
-$3,490.8 
SAN Banco Santander S.A. Sponsored ADR
-0.27%
-$863.2 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.27%
-$745.82 
IDV iShares International Select Dividend ETF
-0.27%
-$2,586.84 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.26%
-$3,198.84 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.25%
-$5,127.78 
ARMK Aramark
-0.25%
-$580.58 
WFC Wells Fargo & Company
-0.25%
-$4,881.44 
GNW Genworth Financial Inc.
-0.24%
-$573.5 
HLT Hilton Worldwide Holdings Inc.
-0.24%
-$1,031.49 
NEE NextEra Energy, Inc.
-0.23%
-$1,214.67 
CME CME Group Inc.
-0.23%
-$901.53 
OXY Occidental Petroleum Corporation
-0.23%
-$601.72 
RGEN Repligen Corporation
-0.22%
-$991.6 
KMB Kimberly-Clark Corporation
-0.22%
-$1,111.66 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
-0.22%
-$997.64 
AMZN Amazon.com Inc
-0.2%
-$21,656.13 
ECL Ecolab Inc.
-0.18%
-$483.5 
CDX Simplify High Yield ETF
-0.18%
-$13,872.19 
MCD McDonald's Corporation
-0.18%
-$1,792.46 
HLN Haleon Plc - ADR
-0.16%
-$374.58 
BAC Bank of America Corporation
-0.16%
-$2,050.3 
CL Colgate-Palmolive Company
-0.16%
-$793.52 
HCA HCA Healthcare Inc.
-0.14%
-$886.86 
LLY Eli Lilly and Company
-0.13%
-$4,435.2 
COKE Coca-Cola Consolidated Inc.
-0.12%
-$369.6 
GRPN Groupon, Inc.
-0.11%
-$188.02 
OKE ONEOK, Inc.
-0.1%
-$259 
MLM Martin Marietta Materials, Inc.
-0.1%
-$219.81 
SKWD Skyward Specialty Insurance Group, Inc.
-0.09%
-$218.75 
CVS CVS Health Corporation
-0.07%
-$164.08 
WMT Walmart Inc.
-0.07%
-$2,233.7 
D Dominion Energy, Inc.
-0.06%
-$156.96 
SRLN SPDR Blackstone Senior Loan ETF
-0.05%
-$779 
V Visa Inc. Class A
-0.04%
-$1,390.87 
OPCH Option Care Health Inc.
-0.04%
-$277.71 
BOW Bowhead Specialty Holdings Inc.
-0.03%
-$225.1 
PEP PepsiCo, Inc.
-0.03%
-$107.64 
NFLX Netflix, Inc.
-0.03%
-$266.4 
COST Costco Wholesale Corporation
-0.02%
-$513.48 
AIG American International Group Inc.
-0.01%
-$44.07 Events
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Dividends
Dividend Analysis
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| Trades 5431 | Longs Won 3421/5431 62% | Profit Factor 3.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $248,060.53 |
| Average Win $67,075.83 | Best Trade (Sep 04) $8.36M | Sharpe Ratio -15.99 |
| Average Loss -$30,989.69 | Worst Trade (Mar 31) -$5.87M | Z-Score 13.69 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 1d | Expectancy $30,795 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,182 | 16,364 | 14,545 | 12,727 | 10,909 | 9,091 | 7,273 | 5,455 | 3,636 | 1,818 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 62,659 | $10.98M | $20.46M | - | $9.48M | 86.29% | +3.561% |
| ABBV AbbVie Inc. | 6,804 | $1.08M | $1.74M | - | $650,631.42 | 60% | +1.634% |
| ABCB Ameris Bancorp | 2,533 | $228,628.58 | $214,266.47 | - | -$14,362.11 | -6.28% | +0.642% |
| ABT Abbott Laboratories | 8,880 | $1.18M | $917,925.6 | - | -$261,054.72 | -22.14% | -1.768% |
| ACGL Arch Capital Group Ltd | 2,977 | $288,947.61 | $286,387.4 | - | -$2,560.21 | -0.89% | +0.088% |
| ACVA ACV Auctions Inc. | 13,855 | $99,756 | $100,171.65 | - | $415.65 | 0.42% | -1.9% |
| ADBE Adobe Inc. | 2,023 | $780,793.9 | $503,383.09 | - | -$277,410.81 | -35.53% | -2.366% |
| ADI Analog Devices, Inc. | 1,493 | $361,147.24 | $539,346.25 | - | $178,199.01 | 49.34% | -1.046% |
| AEE Ameren Corporation | 3,302 | $296,266.46 | $346,544.9 | - | $50,278.44 | 16.97% | -1.224% |
| AEP American Electric Power Company, Inc. | 3,113 | $345,084.85 | $384,362.11 | - | $39,277.26 | 11.38% | -0.963% |
| AGX Argan Inc. | 256 | $202,639.36 | $101,498.88 | - | -$101,140.48 | -49.91% | -1.405% |
| AIG American International Group Inc. | 4,407 | $314,206.79 | $330,613.14 | - | $16,406.35 | 5.22% | -0.013% |
| AIQ Global X Artificial Intelligence & Technology ETF | 3,991 | $261,849.51 | $251,752.28 | - | -$10,097.23 | -3.86% | -1.607% |
| AJG Arthur J. Gallagher & Co. | 2,173 | $464,993.35 | $528,821.28 | - | $63,827.93 | 13.73% | -0.377% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 631 | $304,785.61 | $179,538.43 | - | -$125,247.18 | -41.09% | -5.327% |
| ALL Allstate Corporation | 1,314 | $283,007.25 | $330,838.92 | - | $47,831.67 | 16.9% | -0.71% |
| AMAT Applied Materials, Inc. | 3,452 | $512,684.32 | $1.57M | - | $1.05M | 205.62% | -3.189% |
| AMD Advanced Micro Devices, Inc. | 7,379 | $1.15M | $3.72M | - | $2.57M | 223.13% | -3.357% |
| AMGN Amgen Inc. | 1,537 | $456,193.9 | $587,856.39 | - | $131,662.49 | 28.86% | -2.249% |
| AMP Ameriprise Financial, Inc. | 1,056 | $420,729.21 | $584,633.28 | - | $163,904.07 | 38.96% | +0.317% |
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FAQ
Which stocks have generated the highest profits for Drive Wealth Management LLC?
The largest contributions to the portfolio's profits come from the following stocks: Berkshire Hathaway Inc - $9.04M, iShares Core S&P 500 ETF - $5.48M, FS KKR Capital Corp - $2.54M, VANGUARD TOTAL STOCK MKT ETF - $2.33M, and VANGUARD FTSE DEVELOPED MARKETS ETF - $2.17M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: AppLovin Corporation Class A Common Stock - $5.83M, GraniteShares 2x Long Coin ETF - $4.62M, Coinbase Global, Inc - $3.58M, Vivint Smart Home Inc - $2.16M, and PureCycle Technologies, Inc - $1.81M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Drive Wealth Management LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $32.13M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $1.74M, FS KKR Capital Corp - $1.61M, SPDR Blackstone Senior Loan ETF - $1.24M, iShares Core S&P 500 ETF - $1.07M, and Vanguard FTSE Emerging Markets ETF - $913,134.46. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Drive Wealth Management LLC's monthly returns?
Drive Wealth Management LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Drive Wealth Management LLC's strategy be considered aggressive or moderate?
Drive Wealth Management LLC's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Drive Wealth Management LLC's strategy?
Drive Wealth Management LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
