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:
95.89%
Gain -0.68%
Monthly
1.25%
Yearly
16.08%
Drawdown
22.32%
$520.64M
Equity
Holdings
$520.64M
Investment
$374.55M
$161.06M
Profit -$3.24M
Realized
$14.97M
Unrealized
$146.09M
Dividends
$31.18M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.68%
Profit
-$3.24M
Win %
77%
This Week
Compared To Last Week
Gain
-0.86%
Profit
-$4.52M
Win %
77%
This Month
Compared to last month
Gain
-1.32%
Profit
-$6.95M
Win %
77%
This Year
Compared to last year
Gain
10.6%
Profit
$49.87M
Win %
77%
BPRE
+10.73%
+$125.39 
DRD DRDGOLD Limited American Depositary Receipts
+4.68%
+$11,440.18 
SCCO Southern Copper Corporation
+3.97%
+$17,412.58 
PCAR PACCAR Inc.
+3.85%
+$12,864.42 
PCG PG&E Corporation
+3.54%
+$17,583.2 
NEM Newmont Corporation
+3.52%
+$44,965.18 
T AT&T Inc.
+3.5%
+$22,678.5 
GM General Motors Company
+3.28%
+$12,679.38 
B BARRICK MINING CORP Common Stock (ABR0)
+3.13%
+$12,598.14 
EIX Edison International
+2.83%
+$11,312.99 
ICE Intercontinental Exchange, Inc.
+2.78%
+$7,059.94 
AVGO Broadcom Inc.
+2.67%
+$167,042.62 
NOC Northrop Grumman Corporation
+2.54%
+$15,990.71 
NVDA NVIDIA Corporation
+2.3%
+$467,174.78 
URI United Rentals, Inc.
+2.12%
+$6,563.61 
SO The Southern Company
+2.08%
+$10,118.55 
ED Consolidated Edison, Inc.
+2.08%
+$9,414.12 
CMS CMS Energy Corporation
+2.04%
+$4,151.4 
JNJ Johnson & Johnson
+2%
+$26,033.72 
HSBC HSBC Holdings plc Sponsored ADR
+1.97%
+$18,550.78 
AEE Ameren Corporation
+1.88%
+$6,934.5 
BA Boeing Company
+1.88%
+$8,778 
XEL Xcel Energy Inc.
+1.87%
+$4,640.79 
FDX FedEx Corporation
+1.85%
+$7,287.5 
STX Seagate Technology Holdings plc
+1.82%
+$12,023.52 
XOM Exxon Mobil Corporation
+1.81%
+$83,509.42 
D Dominion Energy, Inc.
+1.77%
+$4,596.68 
E Eni S.p.A. Sponsored ADR
+1.77%
+$5,061.43 
BLK BlackRock, Inc.
+1.77%
+$30,564.2 
OXY Occidental Petroleum Corporation
+1.77%
+$3,512 
EXC Exelon Corporation
+1.76%
+$4,108.32 
UL Unilever PLC Sponsored American Depositary Receipt
+1.71%
+$4,642.56 
NEE NextEra Energy, Inc.
+1.68%
+$8,776.4 
TTE TotalEnergies SE
+1.65%
+$7,152.54 
WMB The Williams Companies, Inc.
+1.54%
+$4,512.09 
WDC Western Digital Corporation
+1.51%
+$14,084.26 
GD General Dynamics Corporation
+1.48%
+$11,571.31 
AMD Advanced Micro Devices, Inc.
+1.45%
+$57,069.67 
LMT Lockheed Martin Corporation
+1.43%
+$6,455.76 
FERG Ferguson Enterprises Inc
+1.38%
+$3,004.8 
WM Waste Management, Inc.
+1.37%
+$11,769.64 
TXT Textron Inc.
+1.3%
+$13,474.42 
CL Colgate-Palmolive Company
+1.25%
+$6,222.91 
SLVM Sylvamo Corporation
+1.23%
+$2,589.34 
PH Parker-Hannifin Corporation
+1.17%
+$6,244.01 
GS The Goldman Sachs Group, Inc.
+1.16%
+$11,729.86 
SYY Sysco Corporation
+1.11%
+$9,956.7 
COP ConocoPhillips
+1.1%
+$6,444.84 
BTI British American Tobacco p.l.c. ADR
+1.04%
+$3,870.08 
ADI Analog Devices, Inc.
+1.02%
+$5,005.84 
TXN Texas Instruments Inc
+0.99%
+$4,482.41 
FIX Comfort Systems USA, Inc.
+0.99%
+$6,265.35 
ETN Eaton Corporation plc
+0.98%
+$6,173.62 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
+0.95%
+$881.04 
ABT Abbott Laboratories
+0.9%
+$11,619.9 
JPM JPMorgan Chase & Co.
+0.86%
+$28,154.95 
PNC The PNC Financial Services Group, Inc.
+0.85%
+$5,007.63 
ITW Illinois Tool Works Inc.
+0.71%
+$1,806.15 
FAST Fastenal Co.
+0.71%
+$2,924.82 
TRV The Travelers Companies, Inc.
+0.66%
+$4,941.65 
SHEL Shell plc
+0.65%
+$3,978.6 
RTX RTX Corporation
+0.62%
+$6,571.51 
UBS UBS Group AG
+0.61%
+$3,696.96 
CFG Citizens Financial Group, Inc.
+0.61%
+$1,487.2 
JCI Johnson Controls International plc
+0.55%
+$1,886.8 
CTAS Cintas Corporation
+0.47%
+$1,665.35 
TDY Teledyne Technologies Incorporated
+0.47%
+$1,186.87 
RACE Ferrari N.V.
+0.44%
+$1,297.24 
ZTO ZTO Express (Cayman) Inc.
+0.42%
+$1,059.5 
VMC Vulcan Materials Company
+0.39%
+$897.48 
KMI Kinder Morgan, Inc.
+0.34%
+$1,078 
KO The Coca-Cola Company
+0.28%
+$4,297.78 
RY Royal Bank of Canada
+0.27%
+$2,067.39 
ANET Arista Networks, Inc.
+0.17%
+$2,074.37 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.1%
+$616.68 
HLT Hilton Worldwide Holdings Inc.
+0.09%
+$403.68 
RJF Raymond James Financial Inc.
+0.05%
+$192.18 
CMI Cummins Inc.
+0.04%
+$164.69 
CSCO Cisco Systems, Inc.
+0.03%
+$540.18 
VO Vanguard Mid-Cap ETF
+0.03%
+$2,905.92 
ASML ASML Holding N.V. New York Registry Shares
+0.02%
+$141.05 
PID Invesco International Dividend Achievers ETF
+0.02%
+$168.08 
FTI TechnipFMC plc
+0.01%
+$58.48 
PG Procter & Gamble Co
+0.01%
+$129.62 
MRK Merck & Co., Inc.
+0.01%
+$90.12 
JPLD JPMorgan Limited Duration ETF
+0.01%
+$404.95 
ADBE Adobe Inc.
0%
$0 
ADP Automatic Data Processing Inc.
0%
$0 
AEM Agnico Eagle Mines Limited
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
ALL Allstate Corporation
0%
$0 
AMGN Amgen Inc.
0%
$0 
APP AppLovin Corporation Class A Common Stock
0%
$0 
AQST Aquestive Therapeutics Inc.
0%
$0 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
0%
$0 
AU AngloGold Ashanti plc
0%
$0 
AVDV Avantis International Small Cap Value ETF
0%
$0 
AX Axos Financial Inc.
0%
$0 
AXIA AXIA Energia Sponsored ADR Preferred
0%
$0 
AZN AstraZeneca PLC American Depositary Shares
0%
$0 
BAC Bank of America Corporation
0%
$0 
BALI iShares Adaptive Large Cap ETF
0%
+$0.13 
BBUS JPMorgan Betabuilders U.S. Equity Fund
0%
$0 
BCS Barclays PLC Sponsored ADR
0%
$0 
BMY Bristol-Myers Squibb Company
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BSBR Banco Santander Brasil S.A.
0%
$0 
BUD Anheuser-Busch InBev S.A. ADR
0%
$0 
BX Blackstone Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CALF Pacer US Small Cap Cash Cows 100 ETF
0%
$0 
CB Chubb Limited
0%
$0 
CBRE CBRE Group Inc.
0%
$0 
CDX Simplify High Yield ETF
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
CGMS Capital Group U.S. Multi-Sector Income ETF
0%
$0 
CHT Chunghwa Telecom Co., Ltd. Sponsored ADR
0%
$0 
CLOA iShares AAA CLO ETF
0%
$0 
CMCSA Comcast Corp
0%
$0 
CME CME Group Inc.
0%
$0 
COKE Coca-Cola Consolidated Inc.
0%
+$0.01 
CRWD CrowdStrike Holdings, Inc.
0%
+$0.12 
CSAN Cosan S.A.
0%
$0 
CTVA Corteva Inc.
0%
$0 
CVE Cenovus Energy Inc.
0%
$0 
CVX Chevron Corporation
0%
-$0.07 
DB Deutsche Bank AG
0%
$0 
DE Deere & Company
0%
$0 
DELL Dell Technologies Inc.
0%
+$0.02 
DFAT Dimensional US Targeted Value ETF
0%
$0 
DFEV Dimensional Emerging Markets Value ETF
0%
$0 
DFIV Dimensional International Value ETF
0%
$0 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
0%
+$0.07 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DFUV Dimensional US Marketwide Value ETF
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DIHP Dimensional International High Profitability Portfolio
0%
$0 
DJT Trump Media & Technology Group Corp.
0%
$0 
DNL WisdomTree Global ex-U.S. Quality Dividend Growth Fund
0%
$0 
DOV Dover Corporation
0%
$0 
DUK Duke Energy Corporation
0%
$0 
DVYE iShares Emerging Markets Dividend ETF
0%
$0 
ECL Ecolab Inc.
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
EME EMCOR Group, Inc.
0%
-$0.01 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ENIC Enel Chile S.A.
0%
$0 
EQIX Equinix, Inc.
0%
$0 
ESLT Elbit Systems Ltd.
0%
$0 
ETR Entergy Corporation
0%
$0 
FCFS FirstCash Holdings, Inc.
0%
$0 
FER Ferrovial SE
0%
$0 
FFIV F5 Inc.
0%
+$0.01 
FICO Fair Isaac Corporation
0%
+$0.01 
FICS FT International Developed Capital Strength Fund
0%
$0 
FIP FTAI Infrastructure Inc.
0%
$0 
FISV Fiserv, Inc.
0%
$0 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
0%
$0 
FSM Fortuna Mining Corp
0%
$0 
FTGC First Trust Global Tactical Commodity Strategy Fund
0%
$0 
GBCI Glacier Bancorp Inc.
0%
$0 
GE General Electric Company
0%
-$0.04 
GEV GE Vernova Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GLD SPDR Gold Shares
0%
$0 
GLW Corning Incorporated
0%
$0 
GOOG Alphabet Inc
0%
$0 
GSID Goldman Sachs MarketBeta International Fund
0%
$0 
GSIE Goldman Sachs ActiveBeta International Equity ETF
0%
$0 
GTO Invesco Total Return Bond ETF
0%
$0 
HAFN Hafnia Ltd
0%
$0 
HCA HCA Healthcare Inc.
0%
+$0.01 
HE Hawaiian Electric Industries Inc.
0%
$0 
HIG The Hartford Insurance Group, Inc.
0%
$0 
HON Honeywell International Inc.
0%
$0 
IAU iShares Gold Trust
0%
$0 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
$0 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
0%
+$0.05 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
0%
$0 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IBN ICICI Bank Limited Sponsored ADR
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
0%
$0 
IHS IHS Holding Ltd.
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
ING ING Groep N.V. Sponsored ADR
0%
$0 
INTU Intuit Inc.
0%
-$0.01 
IREN IREN Limited
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
IVLU iShares MSCI International Value Factor ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
-$0.4 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWY iShares Russell Top 200 Growth ETF
0%
+$0.01 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
JMUB JPMorgan Municipal Bond ETF
0%
$0 
JPIE JPMorgan Income ETF
0%
$0 
JQUA JPMorgan U.S. Quality Factor ETF
0%
$0 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
0%
+$0.01 
KKR KKR & Co. Inc.
0%
$0 
KLAC KLA Corporation
0%
$0 
KVUE Kenvue Inc.
0%
$0 
KYMR Kymera Therapeutics Inc.
0%
$0 
LASR nLIGHT, Inc.
0%
$0 
LIN Linde plc
0%
$0 
LION Lionsgate Studios Corp.
0%
$0 
LITE Lumentum Holdings Inc.
0%
$0 
LOW Lowe's Companies Inc.
0%
$0 
LPLA LPL Financial Holdings Inc.
0%
$0 
LRCX Lam Research Corporation
0%
$0 
LSGR Natixis Loomis Sayles Focused Growth ETF
0%
$0 
LYG Lloyds Banking Group Plc ADR
0%
$0 
MA Mastercard Incorporated
0%
+$0.03 
MAR Marriott International Inc. - Class A
0%
$0 
MET MetLife Inc.
0%
$0 
MLM Martin Marietta Materials, Inc.
0%
$0 
MOAT VanEck Morningstar Wide Moat Fund
0%
$0 
MPWR Monolithic Power Systems, Inc.
0%
$0 
MRVL Marvell Technology, Inc.
0%
-$0.04 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NBIX Neurocrine Biosciences Inc.
0%
$0 
NET Cloudflare Inc.
0%
$0 
NEXT NextDecade Corporation
0%
$0 
NMR Nomura Holdings Inc. Sponsored ADR
0%
$0 
NOW ServiceNow, Inc.
0%
+$0.01 
NU Nu Holdings Ltd.
0%
$0 
NUTX Nutex Health Inc.
0%
$0 
NVNI Nvni Group Ltd.
0%
$0 
NWL Newell Brands Inc.
0%
$0 
NXST Nexstar Media Group Inc.
0%
-$0.02 
OKE ONEOK, Inc.
0%
$0 
ORCL Oracle Corporation
0%
$0 
ORLY O'Reilly Automotive Inc.
0%
$0 
PCT PureCycle Technologies, Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PMAY Innovator U.S. Equity Power Buffer ETF - May
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RBLX Roblox Corporation
0%
$0 
RCL Royal Caribbean Group
0%
+$0.01 
RDY Dr. Reddy's Laboratories Ltd.
0%
$0 
RGEN Repligen Corporation
0%
$0 
ROST Ross Stores, Inc.
0%
$0 
SAN Banco Santander S.A. Sponsored ADR
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SF Stifel Financial Corp.
0%
$0 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
SLV iShares Silver Trust
0%
-$0.01 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
0%
$0 
SNDK SanDisk Corporation
0%
-$0.01 
SNOW Snowflake Inc.
0%
-$0.01 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
-$0.03 
SRLN SPDR Blackstone Senior Loan ETF
0%
$0 
SSRM Ssr Mining Inc.
0%
$0 
STNG Scorpio Tankers Inc.
0%
$0 
STT State Street Corp
0%
$0 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
0%
$0 
TEN Tsakos Energy Navigation Ltd.
0%
$0 
TER Teradyne, Inc.
0%
-$0.01 
TEVA Teva Pharmaceutical Industries Ltd. ADR
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
TFPM Triple Flag Precious Metals Corp
0%
$0 
TJX The TJX Companies, Inc.
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TNGY Tortoise Energy Fund, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TTWO Take-Two Interactive Software, Inc.
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UNP Union Pacific Corporation
0%
$0 
USB U.S. Bancorp
0%
$0 
UTHR United Therapeutics Corporation
0%
-$0.01 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VRT Vertiv Holdings Co
0%
$0 
VSTS Vestis Corporation
0%
$0 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WEC WEC Energy Group Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
WTFC Wintrust Financial Corporation
0%
$0 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
0%
$0 
YUMC Yum China Holdings Inc.
0%
$0 
ZION Zions Bancorporation, National Association
0%
-$0.01 
PLTR Palantir Technologies Inc.
-6.1%
-$70,714.69 
RUN Sunrun Inc.
-4.28%
-$27,061.23 
CRM Salesforce Inc
-4.15%
-$32,970.19 
SAP SAP SE Sponsored ADR
-3.62%
-$12,309.18 
REGN Regeneron Pharmaceuticals, Inc.
-3.56%
-$10,084.2 
NTRS Northern Trust Corporation
-3.46%
-$10,521.6 
NOK Nokia Corporation Sponsored ADR
-3.29%
-$5,713.4 
LNTH Lantheus Holdings, Inc.
-3.09%
-$11,249.12 
MRSH Marsh & McLennan Companies, Inc.
-3.08%
-$13,938.4 
SNPS Synopsys, Inc.
-2.94%
-$8,056.38 
INTC Intel Corporation
-2.68%
-$39,399.26 
META Meta Platforms Inc Class A
-2.58%
-$167,348.48 
CNC Centene Corporation
-2.52%
-$11,141.8 
AIG American International Group Inc.
-2.48%
-$6,968.98 
COF Capital One Financial Corporation
-2.36%
-$5,520.96 
AJG Arthur J. Gallagher & Co.
-2.3%
-$7,636.2 
CDNS Cadence Design Systems, Inc.
-2.21%
-$8,583.76 
WF Woori Financial Group Inc. Sponsored ADR
-2.06%
-$6,512.01 
PANW Palo Alto Networks, Inc.
-2.01%
-$15,505.57 
VRTX Vertex Pharmaceuticals Incorporated
-1.96%
-$15,946.13 
CPAY Corpay, Inc.
-1.95%
-$5,133.69 
CI The Cigna Group
-1.94%
-$10,715.98 
FTNT Fortinet Inc.
-1.93%
-$11,480.24 
AMAT Applied Materials, Inc.
-1.88%
-$35,674.25 
DHT DHT Holdings Inc.
-1.84%
-$3,479.56 
MCK McKesson Corporation
-1.79%
-$11,351.62 
ALNY Alnylam Pharmaceuticals Inc
-1.61%
-$2,798.82 
WFC Wells Fargo & Company
-1.5%
-$29,986.44 
GOOGL Alphabet Inc
-1.46%
-$134,418.63 
BMRN Biomarin Pharmaceutical Inc.
-1.37%
-$3,182.49 
AZO AutoZone Inc.
-1.35%
-$3,936.26 
VRSN Verisign Inc.
-1.34%
-$4,738.35 
DAL Delta Air Lines, Inc.
-1.31%
-$4,316.79 
TSLA Tesla, Inc.
-1.3%
-$62,744.63 
GNW Genworth Financial Inc.
-1.28%
-$2,988.05 
VLO Valero Energy Corporation
-1.23%
-$5,707.47 
MU Micron Technology, Inc.
-1.17%
-$60,056.69 
UNH UnitedHealth Group Incorporated
-1.16%
-$8,623.46 
MO Altria Group, Inc.
-1.12%
-$3,180.78 
ABBV AbbVie Inc.
-1.09%
-$19,143.67 
AMZN Amazon.com Inc
-1.09%
-$109,892.7 
LLY Eli Lilly and Company
-1.05%
-$36,604.89 
NEOG Neogen Corporation
-1.01%
-$1,282.6 
EHC Encompass Health Corporation
-0.96%
-$2,639.52 
BKNG Booking Holdings Inc.
-0.86%
-$6,121.46 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.78%
-$4,778.1 
SNEX StoneX Group Inc.
-0.71%
-$2,081.31 
HLN Haleon Plc - ADR
-0.71%
-$6,895.91 
V Visa Inc. Class A
-0.68%
-$18,412.88 
PGR Progressive Corporation
-0.66%
-$3,408.13 
AXP American Express Company
-0.58%
-$3,021.71 
AAPL Apple Inc.
-0.56%
-$109,051.95 
ACN Accenture plc Class A
-0.55%
-$843.92 
NVS Novartis AG Sponsored ADR
-0.51%
-$1,975.79 
QQQ Invesco QQQ Trust, Series 1
-0.51%
-$3,109.55 
HAL Halliburton Company
-0.48%
-$1,191.84 
MSI Motorola Solutions, Inc.
-0.48%
-$1,817.4 
SN SharkNinja, Inc.
-0.48%
-$2,789.63 
PSX Phillips 66
-0.41%
-$3,445.16 
VGT Vanguard Information Technology ETF
-0.34%
-$926.64 
AMP Ameriprise Financial, Inc.
-0.29%
-$1,829 
DIS The Walt Disney Company
-0.28%
-$979.56 
TM Toyota Motor Corporation
-0.22%
-$684.4 
MCO Moody's Corporation
-0.22%
-$598.12 
COST Costco Wholesale Corporation
-0.21%
-$4,349 
NFLX Netflix, Inc.
-0.2%
-$2,089.92 
APH Amphenol Corporation
-0.19%
-$2,191.8 
KEYS Keysight Technologies, Inc.
-0.18%
-$1,827.55 
EVTR Eaton Vance Total Return Fund
-0.16%
-$8,911.6 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.16%
-$6,884.14 
GOSS Gossamer Bio Inc.
-0.13%
-$3.51 
MCD McDonald's Corporation
-0.13%
-$1,646.28 
CAT Caterpillar Inc.
-0.07%
-$3,547.34 
HD The Home Depot, Inc.
-0.04%
-$412.98 
FCX Freeport-McMoRan Inc.
-0.04%
-$216.12 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.04%
-$109.68 
IDV iShares International Select Dividend ETF
-0.01%
-$104.91 
TOL Toll Brothers Inc
-0.01%
-$33.89 
PXH Invesco FTSE RAFI Emerging Markets ETF
-0.01%
-$107.46 
NTSE WisdomTree Emerging Markets Efficient Core Fund
0%
-$44.28 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
0%
-$109 Events
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Dividends
Dividend Analysis
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| Trades 4986 | Longs Won 3095/4986 62% | Profit Factor 4.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $241,099.94 |
| Average Win $66,923.79 | Best Trade (Jul 23) $7.51M | Sharpe Ratio -16.85 |
| Average Loss -$24,360.83 | Worst Trade (Mar 31) -$5.87M | Z-Score 11.7 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 4w | Expectancy $32,302.99 |
| 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 | 21,277 | 19,149 | 17,021 | 14,894 | 12,766 | 10,638 | 8,511 | 6,383 | 4,255 | 2,128 |
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Returns
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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 - $4.4M, FS KKR Capital Corp - $2.55M, VANGUARD TOTAL STOCK MKT ETF - $2.2M, and Berkshire Hathaway Inc - $2.05M. 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, Coinbase Global, Inc - $3.5M, Vivint Smart Home Inc - $2.16M, PureCycle Technologies, Inc - $1.7M, and SPDR Portfolio TIPS ETF - $731,109.52. 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 $31.18M 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 - $1.23M, iShares Core S&P 500 ETF - $1.09M, 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.
