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:
121.86%
Gain -0.52%
Monthly
1.19%
Yearly
15.22%
Drawdown
23.64%
$561.63M
Equity
Holdings
$561.63M
Investment
$408.15M
$162.27M
Profit -$1.56M
Realized
$8.79M
Unrealized
$153.48M
Dividends
$33.32M
Goals
Avg. 55.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.52%
Profit
-$1.56M
Win %
76%
This Week
Compared To Last Week
Gain
-0.29%
Profit
-$1.62M
Win %
76%
This Month
Compared to last month
Gain
-0.25%
Profit
-$1.42M
Win %
76%
This Year
Compared to last year
Gain
0.56%
Profit
$3.36M
Win %
73%
NVNI Nvni Group Limited
+1,224.94%
+$40,524.98 
NET Cloudflare, Inc. Class A Common Stock
+7.9%
+$31,570.85 
RBRK Rubrik Inc. Class A Common Stock
+7.3%
+$43,124.95 
CRWD CrowdStrike Holdings, Inc.
+6.86%
+$195,764.04 
PANW Palo Alto Networks, Inc.
+6.76%
+$59,375.98 
NEXT NextDecade Corporation
+6.68%
+$5,361.34 
DDOG Datadog Inc. Class A
+5.91%
+$17,562.38 
SOC Sable Offshore Corp.
+5.76%
+$2,289 
HAL Halliburton Company
+5.3%
+$14,423.2 
GBCI Glacier Bancorp Inc.
+5.26%
+$23,374.78 
EFOR Everforth Inc.
+5.24%
+$100,463.05 
FTI TechnipFMC plc
+4.67%
+$26,164.32 
E Eni S.p.A. Sponsored ADR
+4.13%
+$14,349.18 
COP ConocoPhillips
+3.99%
+$31,079.97 
EOG EOG Resources, Inc.
+3.7%
+$9,746.08 
HPE Hewlett Packard Enterprise Company
+3.53%
+$12,267.64 
RPD Rapid7, Inc.
+3.46%
+$9,309.54 
MU Micron Technology Inc.
+3.44%
+$161,203.07 
MDB MongoDB, Inc. Class A Common Stock
+3.39%
+$7,871.49 
LCID Lucid Group Inc.
+3.32%
+$2,601.3 
P Everpure Inc. Class A Common Stock
+3.3%
+$12,632 
OXY Occidental Petroleum Corp.
+3.26%
+$8,746.43 
CVE Cenovus Energy Inc.
+3.22%
+$9,033.11 
DUOL Duolingo, Inc. Class A Common Stock
+3.18%
+$9,725.34 
STNG Scorpio Tankers Inc.
+3.15%
+$8,164 
FTNT Fortinet, Inc.
+2.93%
+$18,110.04 
NOK Nokia Corporation Sponsored ADR
+2.79%
+$3,671.14 
TTE TotalEnergies SE
+2.69%
+$12,907.16 
KMI Kinder Morgan Inc.
+2.58%
+$12,274.83 
OKE ONEOK, Inc.
+2.51%
+$6,099.45 
LMT Lockheed Martin Corporation
+2.5%
+$15,937.89 
MRVL Marvell Technology Inc.
+2.5%
+$23,391.36 
ISRG Intuitive Surgical Inc.
+2.49%
+$11,612.42 
CVX Chevron Corporation
+2.45%
+$57,585.02 
NU Nu Holdings Ltd. Class A Ordinary Shares
+2.38%
+$4,460.05 
TNGY Tortoise Energy ETF
+2.37%
+$3,830.69 
NEOG Neogen Corp.
+2.34%
+$3,549 
ASX ASE Technology Holding Co., Ltd. ADR
+2.31%
+$11,688.45 
XOM ExxonMobil Holdings Corporation
+2.29%
+$132,186.52 
HONA Honeywell Aerospace Inc.
+2.29%
+$4,035.86 
SNPS Synopsys Inc.
+2.21%
+$8,433.69 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
+2.2%
+$16,685.13 
CDNS Cadence Design Systems, Inc.
+2.14%
+$7,757.11 
SPCX Space Exploration Technologies Corp. Class A
+2.13%
+$5,183.64 
DELL Dell Technologies Inc. Class C Common Stock
+2.12%
+$18,576.2 
AMD Advanced Micro Devices Inc.
+2.01%
+$75,302.77 
INTA Intapp Inc.
+1.95%
+$19,555.52 
WMB The Williams Companies, Inc.
+1.94%
+$5,895.11 
TXN Texas Instruments Inc.
+1.85%
+$9,184.8 
TEN Tsakos Energy Navigation Ltd.
+1.7%
+$7,466.8 
INTC Intel Corporation
+1.69%
+$21,086.88 
ORCL Oracle Corporation
+1.68%
+$16,168.93 
NTAP NetApp, Inc.
+1.62%
+$5,695.97 
APH Amphenol Corp. Class A Common Stock
+1.59%
+$33,338.4 
LITE Lumentum Holdings Inc.
+1.56%
+$5,950.57 
KEYS Keysight Technologies, Inc.
+1.53%
+$14,932.75 
UMC United Microelectronics Corp. ADR
+1.43%
+$2,073.89 
TER Teradyne, Inc.
+1.38%
+$4,677.48 
FCX Freeport-McMoRan Inc.
+1.36%
+$9,306 
CSCO Cisco Systems, Inc.
+1.28%
+$24,958.84 
ADI Analog Devices, Inc.
+1.27%
+$7,300.76 
TDY Teledyne Technologies Incorporated
+1.23%
+$2,945.26 
QCOM QUALCOMM Incorporated
+1.23%
+$6,730.8 
JCI Johnson Controls International plc
+1.22%
+$4,595.34 
AMAT Applied Materials Inc.
+1.21%
+$15,741.15 
ITUB Itaú Unibanco Holding S.A. ADR
+1.21%
+$1,220.27 
COHR Coherent Corp.
+1.2%
+$2,062.49 
ALAB Astera Labs, Inc.
+1.16%
+$1,880.37 
ANET Arista Networks Inc.
+1.15%
+$13,878.6 
GLW Corning Incorporated
+1.14%
+$3,661.77 
HAFN Hafnia Limited
+1.11%
+$3,676.32 
TEAM Atlassian Corporation Class A Common Stock
+0.91%
+$7,173.37 
VSTS Vestis Corporation Common Stock
+0.89%
+$3,676.27 
DOV Dover Corporation
+0.89%
+$2,392.49 
ASML ASML Holding N.V. NY Registered Shares
+0.89%
+$5,377.66 
ARM Arm Holdings plc ADR
+0.85%
+$1,875.91 
HCA HCA Healthcare, Inc.
+0.82%
+$5,844.18 
DHT DHT Holdings, Inc.
+0.75%
+$1,906.92 
NTRS Northern Trust Corporation
+0.74%
+$2,577.38 
VGT Vanguard Information Technology ETF
+0.73%
+$2,068.86 
RDY Dr. Reddy's Laboratories Ltd. ADR
+0.72%
+$1,179.52 
NTSE WisdomTree Emerging Markets Efficient Core Fund
+0.7%
+$6,738.9 
ABT Abbott Laboratories
+0.69%
+$6,304.8 
FFIV F5, Inc.
+0.68%
+$2,397.68 
MSFT Microsoft Corporation Common Stock
+0.67%
+$105,418.08 
VRSN VeriSign, Inc.
+0.62%
+$3,173.51 
NOW ServiceNow Inc.
+0.61%
+$2,604.48 
CDX Simplify High Yield ETF
+0.59%
+$44,990.88 
AVGO Broadcom Inc.
+0.57%
+$31,723.22 
SNX TD SYNNEX Corporation
+0.56%
+$1,301.34 
ARMK Aramark
+0.55%
+$1,202.63 
SNAP Snap Inc. Class A Common Stock
+0.55%
+$363.69 
BSBR Banco Santander (Brasil) S.A. ADR
+0.55%
+$454.11 
WTFC Wintrust Financial Corporation
+0.54%
+$1,311.39 
AIQ Global X Artificial Intelligence & Technology ETF
+0.54%
+$1,336.98 
SNDK Sandisk Corp.
+0.54%
+$4,137.75 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.52%
+$6,270.72 
CIEN Ciena Corp.
+0.52%
+$1,243.33 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.49%
+$15,926.41 
SCCO Southern Copper Corporation
+0.44%
+$1,914.7 
BA The Boeing Company
+0.43%
+$2,129.6 
LRCX Lam Research Corp.
+0.43%
+$4,809.89 
ABCB Ameris Bancorp
+0.4%
+$835.89 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.39%
+$9,015.44 
IBM International Business Machines Corporation
+0.38%
+$1,136.2 
BHP BHP Group Ltd. Sponsored ADR
+0.36%
+$717.92 
ILMN Illumina Inc.
+0.34%
+$1,274.11 
PNFP Pinnacle Financial Partners Inc.
+0.28%
+$857.08 
CMI Cummins Inc.
+0.27%
+$871.15 
QQQ Invesco QQQ Trust, Series 1
+0.26%
+$993.26 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.24%
+$6,272.7 
FBTC Fidelity Wise Origin Bitcoin Fund
+0.22%
+$1,775.84 
YEXT Yext Inc.
+0.2%
+$185.41 
ABBV AbbVie Inc.
+0.17%
+$3,333.96 
ONTO Onto Innovation Inc.
+0.14%
+$166.59 
DVYE iShares Emerging Markets Dividend ETF
+0.13%
+$675.67 
DE Deere & Company
+0.13%
+$2,285.82 
ENIC Enel Chile S.A. ADR
+0.12%
+$117.67 
FERG Ferguson Enterprises Inc.
+0.11%
+$248.25 
STX Seagate Technology Holdings plc
+0.11%
+$357 
CME CME Group Inc. Class A Common Stock
+0.1%
+$457.91 
JMUB JPMorgan Municipal ETF
+0.1%
+$569.75 
VRT Vertiv Holdings Co Class A Common Stock
+0.1%
+$353.59 
IDV iShares International Select Dividend ETF
+0.08%
+$754.5 
MPC Marathon Petroleum Corp.
+0.07%
+$296.48 
DFEV Dimensional Emerging Markets Value ETF
+0.06%
+$320.35 
MSI Motorola Solutions, Inc.
+0.06%
+$238.84 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.04%
+$601.64 
TFLO iShares Treasury Floating Rate Bond ETF
+0.04%
+$1,578.22 
CTAS Cintas Corporation
+0.03%
+$112.71 
GEV GE Vernova Inc.
+0.03%
+$264.75 
PSX Phillips 66
+0.03%
+$338.52 
TFC Truist Financial Corporation
+0.01%
+$22.05 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.01%
+$59.32 
ACVA ACV Auctions Inc. Class A Common Stock
0%
$0 
CLOA iShares AAA CLO Active 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 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
-$4.92 
PSI Invesco Semiconductors ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 MRX
MRX
0%
$0 BPRE
BPRE
0%
$0 G200
G2004J103
0%
$0 
FIX Comfort Systems USA Inc.
-8.77%
-$61,269.39 
CRDO Credo Technology Group Holding Ltd
-8.17%
-$19,258.4 
T AT&T Inc.
-6.62%
-$42,248.36 
SMPL The Simply Good Foods Company
-5.96%
-$32,162.46 
SENEA Seneca Foods Corp. Class A Common Stock
-5.94%
-$11,748.15 
DG Dollar General Corp.
-5.89%
-$16,588.6 
NWL Newell Brands Inc.
-5.67%
-$5,674.5 
FCFS FirstCash Holdings, Inc.
-5.55%
-$15,800.4 
COKE Coca-Cola Consolidated Inc.
-5.2%
-$18,782.38 
CBRE CBRE Group Inc. Class A Common Stock
-5.19%
-$11,570.21 
KNSA Kiniksa Pharmaceuticals International, plc Class A Ordinary Shares
-4.44%
-$11,297.73 
MET MetLife, Inc.
-4.3%
-$18,568.44 
NVS Novartis AG Sponsored ADR
-3.87%
-$14,876.95 
VIK Viking Holdings Ltd.
-3.86%
-$6,694.48 
TSCO Tractor Supply Company
-3.8%
-$18,957.84 
NEM Newmont Corporation
-3.79%
-$64,117.44 
WF Woori Financial Group Inc. Sponsored ADR
-3.77%
-$13,162.23 
RCL Royal Caribbean Cruises Ltd.
-3.69%
-$9,469.42 
AXP American Express Company
-3.65%
-$18,596.27 
CL Colgate-Palmolive Co.
-3.61%
-$19,951.36 
DAL Delta Air Lines, Inc.
-3.43%
-$12,860.16 
PCG PG&E Corporation
-3.39%
-$15,210.36 
IHG InterContinental Hotels Group PLC ADR
-3.35%
-$6,772.1 
FSM Fortuna Mining Corp.
-3.26%
-$4,293.5 
BRBR BellRing Brands Inc.
-3.19%
-$17,123.78 
HD The Home Depot, Inc.
-3.08%
-$19,431.44 
ROST Ross Stores Inc.
-3.06%
-$14,732 
CHD Church & Dwight Co., Inc.
-3.01%
-$7,324.24 
LOW Lowe's Companies, Inc.
-3.01%
-$8,191.28 
LLY Eli Lilly and Company
-2.96%
-$119,211.22 
SYY Sysco Corp.
-2.89%
-$28,333.8 
BULL Webull Corporation Class A Ordinary Shares
-2.88%
-$2,818.94 
ATI ATI Inc.
-2.85%
-$5,354.58 
CI The Cigna Group
-2.82%
-$26,528.08 
F Ford Motor Co.
-2.81%
-$3,810.96 
GPK Graphic Packaging Holding Company
-2.65%
-$2,405.52 
PG The Procter & Gamble Company
-2.65%
-$25,149.96 
PEP PepsiCo, Inc.
-2.62%
-$9,768.33 
KO The Coca-Cola Company
-2.61%
-$47,948.07 
CTVA Corteva Inc.
-2.6%
-$1,620.39 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
-2.55%
-$8,361.09 
HRTG Heritage Insurance Holdings, Inc.
-2.55%
-$7,690.56 
JBHT J.B. Hunt Transport Services, Inc.
-2.53%
-$7,124.26 
ANF Abercrombie & Fitch Co. Class A Common Stock
-2.51%
-$9,501.32 
BKNG Booking Holdings Inc.
-2.5%
-$12,622.83 
WDC Western Digital Corp.
-2.48%
-$16,472.46 
INTU Intuit Inc.
-2.46%
-$9,037.15 
ROIV Roivant Sciences Ltd.
-2.46%
-$6,518.2 
EXPE Expedia Group Inc.
-2.43%
-$6,698.32 
GIS General Mills Inc.
-2.42%
-$6,590.9 
CAT Caterpillar Inc.
-2.36%
-$92,527.65 
BMY Bristol-Myers Squibb Company
-2.34%
-$20,770.95 
BRO Brown & Brown Inc.
-2.32%
-$9,863.55 
SKWD Skyward Specialty Insurance Group, Inc.
-2.29%
-$6,238.31 
KMB Kimberly-Clark Corporation
-2.29%
-$13,011.48 
CRS Carpenter Technology Corporation
-2.21%
-$2,160.75 
BLK BlackRock, Inc.
-2.15%
-$42,108.25 
MO Altria Group, Inc.
-2.15%
-$7,100.81 
MOH Molina Healthcare Inc.
-2.14%
-$8,737.12 
UBER Uber Technologies Inc.
-2.13%
-$7,961.52 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-2.12%
-$21,818.99 
GE General Electric Company
-2.11%
-$20,235.14 
MCD McDonald's Corporation
-2.04%
-$20,784.48 
MCO Moody's Corporation
-2.04%
-$7,291.8 
PCAR PACCAR Inc.
-2.01%
-$6,006 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.99%
-$5,728.8 
KKR Korro Bio, Inc.
-1.98%
-$7,269.82 
ADBE Adobe Inc.
-1.96%
-$10,701.65 
ING ING Groep N.V. Sponsored ADR
-1.94%
-$7,793.73 
RLI RLI Corp.
-1.94%
-$22,629.13 
PLNT Planet Fitness Inc. Class A Common Stock
-1.9%
-$3,982.43 
RUN Sunrun Inc.
-1.88%
-$9,953.96 
BTI British American Tobacco plc ADR
-1.84%
-$5,815.84 
MA Mastercard Inc. Class A Common Stock
-1.84%
-$32,633.84 
BX Blackstone Inc.
-1.84%
-$4,924.62 
KVUE Kenvue Inc.
-1.84%
-$20,037.77 
CAG Conagra Brands Inc.
-1.82%
-$3,487.82 
CB Chubb Limited
-1.82%
-$20,839.79 
SSRM SSR Mining Inc.
-1.81%
-$4,498.64 
AZO AutoZone, Inc.
-1.8%
-$5,666.4 
MFG Mizuho Financial Group, Inc. American Depositary Receipts
-1.8%
-$2,370.55 
ORLY O'Reilly Automotive Inc.
-1.78%
-$7,010.88 
ALL The Allstate Corporation
-1.77%
-$6,031.27 
FDX FedEx Corp.
-1.75%
-$8,847.18 
GM General Motors Co.
-1.75%
-$7,061.85 
PH Parker-Hannifin Corporation
-1.74%
-$8,432.8 
VZ Verizon Communications Inc.
-1.73%
-$8,855.34 
AIG American International Group, Inc.
-1.72%
-$6,302.01 
IBN ICICI Bank Ltd. Sponsored ADR
-1.72%
-$5,985.33 
VMC Vulcan Materials Co.
-1.72%
-$3,857.7 
MS Morgan Stanley Common Stock
-1.72%
-$5,741.72 
XEL Xcel Energy Inc.
-1.72%
-$4,341.42 
AU AngloGold Ashanti plc
-1.68%
-$17,098.51 
HLT Hilton Worldwide Holdings Inc.
-1.68%
-$8,485.07 
RBC RBC Bearings Incorporated
-1.67%
-$2,886.95 
UNH UnitedHealth Group Inc.
-1.67%
-$16,057.46 
RTX RTX Corporation
-1.65%
-$17,739.73 
WMT Walmart Inc.
-1.64%
-$63,181.8 
UNP Union Pacific Corp.
-1.63%
-$27,213.54 
JNJ Johnson & Johnson
-1.6%
-$20,466.91 
BAX Baxter International Inc.
-1.6%
-$14,657.5 
KHC The Kraft Heinz Company
-1.59%
-$3,996.8 
CPAY Corpay Inc.
-1.58%
-$6,022.09 
MRK Merck & Co., Inc.
-1.58%
-$25,297.39 
COF Capital One Financial Corp.
-1.56%
-$7,654.24 
GRPN Groupon, Inc.
-1.54%
-$2,350.25 
EQIX Equinix, Inc.
-1.53%
-$10,351.8 
CYTK Cytokinetics, Incorporated
-1.52%
-$2,840.5 
HIG The Hartford Insurance Group, Inc.
-1.51%
-$5,237.02 
AMGN Amgen Inc. Common Stock
-1.51%
-$10,359.38 
KB KB Financial Group Inc. ADR
-1.49%
-$6,199.62 
AON Aon plc Class A
-1.47%
-$3,423.08 
HSBC HSBC Holdings plc Sponsored ADR
-1.47%
-$12,858.75 
BUD Anheuser-Busch InBev SA/NV Sponsored ADR
-1.46%
-$5,253.75 
JPM JPMorgan Chase & Co.
-1.41%
-$49,394.62 
EHC Encompass Health Corporation
-1.41%
-$4,279.53 
TXT Textron Inc.
-1.4%
-$13,251.13 
MLM Martin Marietta Materials, Inc.
-1.4%
-$3,111.81 
AEP American Electric Power Company, Inc.
-1.39%
-$5,665.66 
SMFG Sumitomo Mitsui Financial Group Inc. Sponsored ADR
-1.37%
-$7,759.62 
UL Unilever PLC Sponsored ADR
-1.37%
-$5,263.08 
PFE Pfizer Inc.
-1.36%
-$3,573.98 
MXL MaxLinear, Inc.
-1.36%
-$3,586.7 
EG Everest Group, Ltd.
-1.36%
-$3,413.24 
COST Costco Wholesale Corp
-1.33%
-$31,579.07 
SF Stifel Financial Corp.
-1.33%
-$2,969.1 
WEC WEC Energy Group Inc.
-1.31%
-$3,514.77 
C Citigroup Inc.
-1.31%
-$8,166.24 
TJX The TJX Companies, Inc.
-1.3%
-$11,738.95 
SBUX Starbucks Corp.
-1.27%
-$4,766.9 
GOSS Gossamer Bio Inc.
-1.27%
-$27.38 
V Visa Inc. Class A
-1.26%
-$43,872.94 
BCS Barclays PLC Sponsored ADR
-1.25%
-$4,054.05 
TFPM Triple Flag Precious Metals Corp.
-1.23%
-$11,779.56 
AEE Ameren Corporation
-1.23%
-$4,408.17 
FDS FactSet Research Systems Inc.
-1.21%
-$4,819.22 
EIX Edison International
-1.21%
-$5,669.3 
LYG Lloyds Banking Group plc ADR
-1.21%
-$3,247.47 
SLV iShares Silver Trust
-1.2%
-$2,611.34 
TRV The Travelers Companies, Inc.
-1.19%
-$10,203.94 
ESLT Elbit Systems Ltd.
-1.19%
-$5,345.28 
CVS CVS Health Corporation Common Stock
-1.19%
-$2,625.28 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
-1.19%
-$3,699.24 
RACE Ferrari N.V.
-1.18%
-$4,530.54 
ITW Illinois Tool Works Inc.
-1.18%
-$3,178.31 
MAR Marriott International, Inc. Class A Common Stock
-1.17%
-$11,292.55 
NFLX Netflix Inc.
-1.16%
-$10,389.64 
EME EMCOR Group, Inc.
-1.15%
-$2,910.59 
EXC Exelon Corp.
-1.09%
-$2,199.12 
PM Philip Morris International Inc.
-1.09%
-$24,310.11 
DTE DTE Energy Company
-1.09%
-$2,702.8 
AMP Ameriprise Financial Inc.
-1.09%
-$5,712.95 
FICO Fair Isaac Corp.
-1.09%
-$3,030.18 
NBIX Neurocrine Biosciences, Inc.
-1.09%
-$2,176.19 
URI United Rentals Inc.
-1.08%
-$3,764.87 
ECL Ecolab Inc.
-1.08%
-$3,046.04 
RGEN Repligen Corporation
-1.07%
-$5,118.83 
SO The Southern Company
-1.07%
-$5,331 
MRSH Marsh & McLennan Companies, Inc.
-1.07%
-$2,898.5 
MPWR Monolithic Power Systems Inc.
-1.05%
-$3,312.99 
CRM Salesforce, Inc.
-1.03%
-$7,596.89 
DRD DRDGOLD Ltd. Sponsored ADR
-1.03%
-$2,947.75 
TMO Thermo Fisher Scientific Inc.
-1.02%
-$2,916.01 
GS The Goldman Sachs Group, Inc.
-1.02%
-$9,055.93 
XLU State Street Utilities Select Sector SPDR ETF
-1.01%
-$4,353.48 
SEZL Sezzle Inc.
-0.99%
-$2,362.56 
FAST Fastenal Co.
-0.98%
-$4,641.18 
HLN Haleon Plc ADR
-0.96%
-$2,497.2 
MOAT VanEck Morningstar Wide Moat ETF
-0.95%
-$2,654.64 
BRK-B Berkshire Hathaway Inc.
-0.95%
-$75,763.52 
LION Lionsgate Studios Corp.
-0.94%
-$3,399.12 
DHR Danaher Corp.
-0.94%
-$2,877.12 
VRRM Verra Mobility Corp. Class A Common Stock
-0.94%
-$4,620.88 
AJG Arthur J. Gallagher & Co.
-0.93%
-$5,497.71 
AZN AstraZeneca PLC American Depositary Shares
-0.93%
-$3,449.62 
IX ORIX Corporation Sponsored ADR
-0.93%
-$2,013.82 
MCK McKesson Corporation
-0.93%
-$6,982.58 
ED Consolidated Edison Inc.
-0.92%
-$5,895.7 
B BARRICK MINING CORP Common Stock (ABR0)
-0.91%
-$3,888.15 
ETR Entergy Corporation Common Stock
-0.9%
-$1,997.23 
UBS UBS Group AG
-0.9%
-$4,976.58 
TTWO Take-Two Interactive Software, Inc.
-0.87%
-$3,790.14 
IBTA Ibotta Inc. Class A Common Stock
-0.86%
-$2,743.44 
EXEL Exelixis Inc.
-0.86%
-$2,429.28 
WFC Wells Fargo & Company
-0.85%
-$15,600.28 
DB Deutsche Bank AG
-0.84%
-$3,880.13 
DGRO iShares Core Dividend Growth ETF
-0.84%
-$19,017.45 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.8%
-$9,550.54 
TSLA Tesla, Inc.
-0.78%
-$39,987.19 
D Dominion Energy, Inc.
-0.77%
-$1,981.62 
BAC Bank of America Corporation
-0.76%
-$7,996.21 
PAYX Paychex Inc.
-0.76%
-$2,287.8 
TM Toyota Motor Corporation Sponsored ADR
-0.76%
-$2,113.5 
PID Invesco International Dividend Achievers ETF
-0.75%
-$6,498.42 
ES Eversource Energy
-0.74%
-$2,325.02 
SNEX StoneX Group Inc.
-0.73%
-$1,667 
AVDV Avantis International Small Cap Value ETF
-0.72%
-$6,212.56 
QUAL iShares MSCI USA Quality Factor ETF
-0.71%
-$3,513.78 
IAU iShares Gold Trust
-0.71%
-$8,131.47 
PNC The PNC Financial Services Group, Inc.
-0.7%
-$5,210.51 
GLD SPDR Gold Shares
-0.7%
-$2,228.19 
RJF Raymond James Financial, Inc.
-0.67%
-$2,512.36 
ELV Elevance Health, Inc.
-0.67%
-$2,839.94 
NMR Nomura Holdings, Inc. Sponsored ADR
-0.66%
-$1,159.08 
TAK Takeda Pharmaceutical Co Ltd ADR
-0.66%
-$1,707.48 
DUK Duke Energy Corporation
-0.66%
-$2,796.27 
USB U.S. Bancorp
-0.66%
-$3,412.8 
UPS United Parcel Service, Inc. Class B Common Stock
-0.64%
-$1,959.51 
RY Royal Bank of Canada
-0.62%
-$4,558.75 
GNW Genworth Financial Inc.
-0.61%
-$1,261.7 
TD Toronto-Dominion Bank
-0.61%
-$1,580.81 
VLO Valero Energy Corporation
-0.61%
-$3,933.27 
EFG iShares MSCI EAFE Growth ETF
-0.61%
-$1,381.68 
PGR The Progressive Corporation
-0.6%
-$10,316.88 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
-0.6%
-$4,502.19 
ZTO ZTO Express (Cayman) Inc. ADR
-0.6%
-$1,341.71 
GOOGL Alphabet Inc
-0.59%
-$50,536.32 
SAP SAP SE Sponsored ADR
-0.58%
-$2,899.4 
TOL Toll Brothers, Inc.
-0.58%
-$2,778.17 
IVLU iShares MSCI Intl Value Factor ETF
-0.58%
-$4,041.52 
LSGR Natixis Loomis Sayles Focused Growth ETF
-0.58%
-$2,771.34 
MDYG State Street SPDR S&P 400 Mid Cap Growth ETF
-0.57%
-$1,085.01 
UTHR United Therapeutics Corporation
-0.57%
-$1,449.77 
NVR NVR Inc.
-0.56%
-$1,399.33 
AX Axos Financial, Inc.
-0.55%
-$1,272.45 
AMZN Amazon.com Inc
-0.55%
-$58,174.31 
ACGL Arch Capital Group Ltd.
-0.55%
-$1,667.12 
FICS First Trust International Developed Capital Strength ETF
-0.55%
-$4,387.43 
DIHP Dimensional International High Profitability ETF
-0.54%
-$13,196.6 
GSID Goldman Sachs MarketBeta International Equity ETF
-0.52%
-$21,097.02 
CALF Pacer US Small Cap Cash Cows ETF
-0.51%
-$10,988.1 
SAN Banco Santander, S.A. Sponsored ADR
-0.5%
-$1,402.7 
WAY Waystar Holding Corp.
-0.5%
-$6,018.52 
AAPL Apple Inc.
-0.49%
-$108,086.77 
ROKU Roku, Inc. Class A Common Stock
-0.49%
-$1,151.03 
BBUS JPMorgan BetaBuilders U.S. Equity ETF
-0.49%
-$137,862.52 
YUMC Yum China Holdings, Inc.
-0.49%
-$1,186.68 
SCHD Schwab U.S. Dividend Equity ETF
-0.48%
-$1,684.36 
APP AppLovin Corporation Class A Common Stock
-0.48%
-$1,363.32 
SN SharkNinja, Inc.
-0.47%
-$3,693.26 
GOOG Alphabet Inc
-0.47%
-$26,484.1 
NOC Northrop Grumman Corporation
-0.46%
-$2,754.54 
CARR Carrier Global Corp.
-0.46%
-$1,072.5 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.46%
-$20,635.65 
CNC Centene Corp.
-0.45%
-$2,742.08 
PTRN Pattern Group Inc. Series A Common Stock
-0.44%
-$1,491.82 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.44%
-$44,228.39 
DFUV Dimensional US Marketwide Value ETF
-0.43%
-$4,384.03 
CMCSA Comcast Corp. Class A Common Stock
-0.42%
-$1,791.8 
META Meta Platforms Inc Class A
-0.41%
-$26,596.76 
DFAT Dimensional U.S. Targeted Value ETF
-0.41%
-$1,163.94 
LIN Linde plc
-0.4%
-$1,733.39 
CHT Chunghwa Telecom Co., Ltd. ADR
-0.39%
-$1,737.17 
EFV iShares MSCI EAFE Value ETF
-0.38%
-$20,781.16 
VOO Vanguard S&P 500 ETF
-0.37%
-$11,035.44 
IVV iShares Core S&P 500 ETF
-0.37%
-$103,803.85 
KLAC KLA Corporation
-0.36%
-$3,227.58 
DIS The Walt Disney Company
-0.36%
-$1,492.81 
SONY Sony Group Corp. Sponsored ADR
-0.34%
-$1,006.29 
DFUS Dimensional U.S. Equity Market ETF
-0.34%
-$1,075.31 
XLRE State Street Real Estate Select Sector SPDR ETF
-0.34%
-$1,492.63 
BALI iShares U.S. Large Cap Premium Income Active ETF
-0.33%
-$9,282.11 
IJR iShares Core S&P Small-Cap ETF
-0.33%
-$29,311.48 
NEE NextEra Energy Inc.
-0.33%
-$1,726.11 
VTI Vanguard Total Stock Market ETF
-0.33%
-$13,555.31 
NXST Nexstar Media Group, Inc.
-0.31%
-$942.78 
VEA Vanguard FTSE Developed Markets ETF
-0.31%
-$88,431.01 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-0.3%
-$8,173.28 
BUR Burford Capital Limited
-0.3%
-$408.72 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.28%
-$16,421.25 
WM Waste Management Inc.
-0.27%
-$2,392.68 
DNL WisdomTree Global ex-U.S. Quality Growth Fund
-0.27%
-$2,260.42 
BNY Bank of New York Mellon Corp.
-0.26%
-$1,664.3 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.22%
-$2,842.61 
KYMR Kymera Therapeutics Inc.
-0.21%
-$661.92 
EVTR Eaton Vance Total Return Bond ETF
-0.21%
-$13,100.11 
MLI Mueller Industries, Inc.
-0.2%
-$385.22 
LNTH Lantheus Holdings Inc.
-0.2%
-$704.53 
GD General Dynamics Corp.
-0.19%
-$1,228.78 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
-0.19%
-$2,358.88 
JQUA JPMorgan U.S. Quality Factor ETF
-0.19%
-$2,030.29 
PMAY Innovator U.S. Equity Power Buffer ETF - May
-0.19%
-$691.44 
DFIV Dimensional International Value ETF
-0.18%
-$2,585.7 
IVW iShares S&P 500 Growth ETF
-0.17%
-$683.76 
GILD Gilead Sciences Inc.
-0.15%
-$1,062.96 
STT State Street Corporation Common Stock
-0.15%
-$474.25 
TT Trane Technologies plc
-0.14%
-$311.35 
BFAM Bright Horizons Family Solutions Inc.
-0.14%
-$341.3 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.14%
-$1,818.79 
IREN IREN Ltd.
-0.14%
-$298.51 
FITB Fifth Third Bancorp
-0.13%
-$281.96 
IHS IHS Holding Limited
-0.12%
-$228.71 
BOW Bowhead Specialty Holdings Inc.
-0.12%
-$900.35 
GTO Invesco Total Return Bond ETF
-0.1%
-$463.48 
FER Ferrovial N.V.
-0.08%
-$179.8 
AGX Argan Inc.
-0.08%
-$66.56 
VWO Vanguard FTSE Emerging Markets ETF
-0.08%
-$11,230.51 
OPCH Option Care Health Inc.
-0.07%
-$644.29 
PXH Invesco RAFI Emerging Markets ETF
-0.07%
-$1,631.5 
IWY iShares Russell Top 200 Growth ETF
-0.07%
-$161.07 
SRLN State Street Blackstone Senior Loan ETF
-0.06%
-$973.75 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.06%
-$1,109.79 
ETN Eaton Corporation plc
-0.06%
-$351.98 
IWF iShares Russell 1000 Growth ETF
-0.06%
-$202.29 
CFG Citizens Financial Group Inc.
-0.05%
-$185.4 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.05%
-$137.1 
JPLD JPMorgan Limited Duration Bond ETF
-0.05%
-$3,836.65 
JPIE JPMorgan Income ETF
-0.04%
-$603.66 
FNDE Schwab Fundamental Emerging Markets Equity ETF
-0.04%
-$761.43 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.02%
-$272.75 
NVDA NVIDIA Corporation
-0.02%
-$4,138.59 
ZION Zions Bancorporation, National Association
-0.01%
-$29.95 
LECO Lincoln Electric Holdings, Inc.
-0.01%
-$19.63 Events
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Dividends
Dividend Analysis
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| Trades 5431 | Longs Won 3425/5431 63% | Profit Factor 3.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $245,862.48 |
| Average Win $66,039.6 | Best Trade (Oct 15) $7.87M | Sharpe Ratio -15.99 |
| Average Loss -$31,862.82 | Worst Trade (Mar 31) -$5.87M | Z-Score 2.66 (99.22%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 1d | Expectancy $29,878.26 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,544 | 15,789 | 14,035 | 12,281 | 10,526 | 8,772 | 7,018 | 5,263 | 3,509 | 1,754 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 62,659 | $10.98M | $21.71M | - | $10.73M | 97.66% | -0.495% |
| ABBV AbbVie Inc. | 6,804 | $1.08M | $1.94M | - | $859,310.1 | 79.24% | +0.172% |
| ABCB Ameris Bancorp | 2,533 | $228,628.58 | $209,479.1 | - | -$19,149.48 | -8.38% | +0.401% |
| ABT Abbott Laboratories | 8,880 | $1.18M | $916,593.6 | - | -$262,386.72 | -22.26% | +0.693% |
| ACGL Arch Capital Group Ltd. | 2,977 | $288,947.61 | $304,041.01 | - | $15,093.4 | 5.22% | -0.545% |
| ACVA ACV Auctions Inc. Class A Common Stock | 13,855 | $99,756 | $145,477.5 | - | $45,721.5 | 45.83% | 0.0 |
| ADBE Adobe Inc. | 2,023 | $780,793.9 | $536,620.98 | - | -$244,172.92 | -31.27% | -1.955% |
| ADI Analog Devices, Inc. | 1,493 | $361,147.24 | $583,240.45 | - | $222,093.21 | 61.5% | +1.268% |
| AEE Ameren Corporation | 3,302 | $296,266.46 | $355,311.71 | - | $59,045.25 | 19.93% | -1.225% |
| AEP American Electric Power Company, Inc. | 3,113 | $345,084.85 | $401,016.66 | - | $55,931.81 | 16.21% | -1.393% |
| AGX Argan Inc. | 256 | $202,639.36 | $84,490.24 | - | -$118,149.12 | -58.31% | -0.079% |
| AIG American International Group, Inc. | 4,407 | $314,206.79 | $359,611.2 | - | $45,404.41 | 14.45% | -1.722% |
| AIQ Global X Artificial Intelligence & Technology ETF | 3,991 | $261,849.51 | $249,058.35 | - | -$12,791.16 | -4.88% | +0.54% |
| AJG Arthur J. Gallagher & Co. | 2,173 | $464,993.35 | $583,341.85 | - | $118,348.5 | 25.45% | -0.934% |
| ALAB Astera Labs, Inc. | 631 | $304,785.61 | $164,564.8 | - | -$140,220.81 | -46.01% | +1.156% |
| ALL The Allstate Corporation | 1,314 | $283,007.25 | $334,426.14 | - | $51,418.89 | 18.17% | -1.772% |
| AMAT Applied Materials Inc. | 3,452 | $512,684.32 | $1.31M | - | $799,558.96 | 155.96% | +1.214% |
| AMD Advanced Micro Devices Inc. | 7,379 | $1.15M | $3.82M | - | $2.67M | 232.46% | +2.009% |
| AMGN Amgen Inc. Common Stock | 1,537 | $456,193.9 | $677,109.98 | - | $220,916.08 | 48.43% | -1.507% |
| AMP Ameriprise Financial Inc. | 1,056 | $420,729.21 | $518,939.52 | - | $98,210.31 | 23.34% | -1.089% |
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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 - $5.56M, FS KKR Capital Corp - $2.54M, Vanguard Total Stock Market ETF - $2.34M, and Vanguard FTSE Developed Markets ETF - $2.24M. 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 Daily ETF - $4.62M, Coinbase Global Inc. Class A Common Stock - $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 $33.32M earned over time. The largest contributors to dividend income include Vanguard FTSE Developed Markets ETF - $1.81M, FS KKR Capital Corp - $1.61M, State Street Blackstone Senior Loan ETF - $1.25M, iShares Core S&P 500 ETF - $1.15M, and Vanguard FTSE Emerging Markets ETF - $941,510.23. 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.
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