0001754960-22-000314.txt : 20221115 0001754960-22-000314.hdr.sgml : 20221115 20221114180415 ACCESSION NUMBER: 0001754960-22-000314 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20221115 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221115 FILER: COMPANY DATA: COMPANY CONFORMED NAME: DRIVE WEALTH MANAGEMENT, LLC CENTRAL INDEX KEY: 0001952781 IRS NUMBER: 472841185 STATE OF INCORPORATION: UT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22701 FILM NUMBER: 221388338 BUSINESS ADDRESS: STREET 1: 3333 N DIGITAL DRIVE STREET 2: #700 CITY: LEHI STATE: UT ZIP: 84043 BUSINESS PHONE: 801-901-6150 MAIL ADDRESS: STREET 1: 3333 N DIGITAL DRIVE STREET 2: #700 CITY: LEHI STATE: UT ZIP: 84043 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001952781 XXXXXXXX 03-31-2022 03-31-2022 DRIVE WEALTH MANAGEMENT, LLC

3333 N DIGITAL DRIVE #700 LEHI UT 84043

13F HOLDINGS REPORT 028-22701 N File13F.com 844-844-3453 Aryn Sands Reno NV 11-14-2022 0 165 118606 false INFORMATION TABLE 2 InformationTableOutput.xml ACCENTURE PLC IRELANDSHS CLASS AG1151C101838 2484 SH SOLE 0 0 2484 MEDTRONIC PLCSHSG5960L103711 6376 SH SOLE 0 0 6376 TECHNIPFMC PLCCOMG87110105125 16158 SH SOLE 0 0 16158 AES CORPCOM00130H105274 10663 SH SOLE 0 0 10663 AT&T INCCOM00206R102222 9409 SH SOLE 0 0 9409 ABBOTT LABSCOM0028241001296 10953 SH SOLE 0 0 10953 ABBVIE INCCOM00287Y109479 2954 SH SOLE 0 0 2954 ABRDN ASIA PACIFIC INCOME FUCOM003009107125 37040 SH SOLE 0 0 37040 ABRDN GLOBAL INCOME FUND INCCOM00301310962 10055 SH SOLE 0 0 10055 ADOBE SYSTEMS INCORPORATEDCOM00724F1011746 3833 SH SOLE 0 0 3833 AIR PRODS & CHEMS INCCOM009158106520 2066 SH SOLE 0 0 2066 ALIGN TECHNOLOGY INCCOM016255101201 461 SH SOLE 0 0 461 ALPHABET INCCAP STK CL C02079K1071486 532 SH SOLE 0 0 532 ALPHABET INCCAP STK CL A02079K305862 310 SH SOLE 0 0 310 AMAZON COM INCCOM0231351062400 736 SH SOLE 0 0 736 AMERICAN INTL GROUP INCCOM NEW026874784449 7153 SH SOLE 0 0 7153 AMGEN INCCOM031162100248 1025 SH SOLE 0 0 1025 APPLE INCCOM0378331002111 12092 SH SOLE 0 0 12092 APPLIED MATLS INCCOM038222105467 3542 SH SOLE 0 0 3542 AUTODESK INCCOM052769106879 4102 SH SOLE 0 0 4102 AUTOMATIC DATA PROCESSING INCOM053015103605 2645 SH SOLE 0 0 2645 BK OF AMERICA CORPCOM060505104521 12647 SH SOLE 0 0 12647 BARRICK GOLD CORPCOM067901108330 13439 SH SOLE 0 0 13439 BAXTER INTL INCCOM071813109309 3967 SH SOLE 0 0 3967 BERKSHIRE HATHAWAY INC DELCL A08467010815339 29 SH SOLE 0 0 29 BERKSHIRE HATHAWAY INC DELCL B NEW0846707023560 10088 SH SOLE 0 0 10088 BEST BUY INCCOM086516101279 3073 SH SOLE 0 0 3073 BHP GROUP LTDSPONSORED ADS088606108207 2680 SH SOLE 0 0 2680 BLACKROCK MUNIYIELD QUALITYCOM09254E103201 15961 SH SOLE 0 0 15961 BLACKROCK MUNIYIELD QUALITYCOM09254G108184 15100 SH SOLE 0 0 15100 BNY MELLON MUN BD INFRASTRUCCOM SHS09662W109146 11693 SH SOLE 0 0 11693 BRISTOL-MYERS SQUIBB COCOM110122108425 5782 SH SOLE 0 0 5782 CIGNA CORP NEWCOM125523100360 1504 SH SOLE 0 0 1504 CSX CORPCOM126408103276 7366 SH SOLE 0 0 7366 CANADIAN NAT RES LTDCOM136385101255 4075 SH SOLE 0 0 4075 CATERPILLAR INCCOM149123101273 1227 SH SOLE 0 0 1227 CENTENE CORP DELCOM15135B101361 4287 SH SOLE 0 0 4287 CHEVRON CORP NEWCOM166764100632 3880 SH SOLE 0 0 3880 CISCO SYS INCCOM17275R102963 17273 SH SOLE 0 0 17273 CITIGROUP INCCOM NEW172967424260 4874 SH SOLE 0 0 4874 COCA COLA COCOM191216100290 4644 SH SOLE 0 0 4644 COINBASE GLOBAL INCCOM CL A19260Q1071977 10415 SH SOLE 0 0 10415 COMCAST CORP NEWCL A20030N101567 12112 SH SOLE 0 0 12112 CONOCOPHILLIPSCOM20825C1041230 12264 SH SOLE 0 0 12264 CORNING INCCOM219350105376 10182 SH SOLE 0 0 10182 COSTCO WHSL CORP NEWCOM22160K105250 434 SH SOLE 0 0 434 DIMENSIONAL ETF TRUSTUS CORE EQT MKT25434V104265 8392 SH SOLE 0 0 8392 DIMENSIONAL ETF TRUSTSHORT DURATION F25434V8641135 23709 SH SOLE 0 0 23709 DIREXION SHS ETF TRDAILY SM CP BEAR25460E2321225 40000 SH SOLE 0 0 40000 DISNEY WALT COCOM254687106884 6441 SH SOLE 0 0 6441 DOCUSIGN INCCOM256163106268 2503 SH SOLE 0 0 2503 DOMINOS PIZZA INCCOM25754A201470 1154 SH SOLE 0 0 1154 EATON VANCE MUNI INCOME TRUSSH BEN INT27826U108288 24285 SH SOLE 0 0 24285 EATON VANCE LTD DURATION INCCOM27828H105119 10134 SH SOLE 0 0 10134 EXXON MOBIL CORPCOM30231G1021712 20726 SH SOLE 0 0 20726 FMC CORPCOM NEW302491303503 3807 SH SOLE 0 0 3807 META PLATFORMS INCCL A30303M1021485 6678 SH SOLE 0 0 6678 FEDERATED HERMES PREM MUNI ICOM31423P108178 13915 SH SOLE 0 0 13915 FIDELITY NATL INFORMATION SVCOM31620M106398 3961 SH SOLE 0 0 3961 FIRSTENERGY CORPCOM337932107518 11290 SH SOLE 0 0 11290 FREEPORT-MCMORAN INCCL B35671D857520 10446 SH SOLE 0 0 10446 GARTNER INCCOM366651107365 1229 SH SOLE 0 0 1229 HESS CORPCOM42809H107610 5696 SH SOLE 0 0 5696 HOME DEPOT INCCOM4370761021147 3830 SH SOLE 0 0 3830 HUMANA INCCOM444859102306 702 SH SOLE 0 0 702 HUNT J B TRANS SVCS INCCOM445658107263 1312 SH SOLE 0 0 1312 ILLUMINA INCCOM452327109251 718 SH SOLE 0 0 718 INVESCO QQQ TRUNIT SER 146090E1031037 2857 SH SOLE 0 0 2857 INTUITIVE SURGICAL INCCOM NEW46120E602331 1097 SH SOLE 0 0 1097 INVESCO QUALITY MUN INCOME TCOM46133G107479 42298 SH SOLE 0 0 42298 INVESCO EXCH TRADED FD TR IIPFD ETF46138E511281 20691 SH SOLE 0 0 20691 ISHARES SILVER TRISHARES46428Q109313 13699 SH SOLE 0 0 13699 ISHARES TRCORE S&P TTL STK464287150312 3094 SH SOLE 0 0 3094 ISHARES TRCORE S&P500 ETF464287200693 1527 SH SOLE 0 0 1527 ISHARES TR7-10 YR TRSY BD464287440273 2544 SH SOLE 0 0 2544 ISHARES TR1 3 YR TREAS BD4642874571090 13081 SH SOLE 0 0 13081 ISHARES TRU.S. TECH ETF464287721504 4896 SH SOLE 0 0 4896 ISHARES TRNATIONAL MUN ETF4642884142968 27070 SH SOLE 0 0 27070 ISHARES TRUS HLTHCR PR ETF464288828660 2332 SH SOLE 0 0 2332 JPMORGAN CHASE & COCOM46625H1001111 8147 SH SOLE 0 0 8147 J P MORGAN EXCHANGE TRADED FULTRA SHRT INC46641Q8371183 23533 SH SOLE 0 0 23533 JOHNSON & JOHNSONCOM478160104276 1558 SH SOLE 0 0 1558 LOWES COS INCCOM548661107500 2473 SH SOLE 0 0 2473 MFS MULTIMARKET INCOME TRSH BEN INT55273710859 11043 SH SOLE 0 0 11043 MARATHON PETE CORPCOM56585A102356 4162 SH SOLE 0 0 4162 MARRIOTT INTL INC NEWCL A571903202237 1346 SH SOLE 0 0 1346 MASTERCARD INCORPORATEDCL A57636Q1041360 3806 SH SOLE 0 0 3806 METLIFE INCCOM59156R108355 5050 SH SOLE 0 0 5050 MFS INVT GRADE MUN TRSH BEN INT59318B108183 21433 SH SOLE 0 0 21433 MFS HIGH YIELD MUN TRSH BEN INT59318E102263 67995 SH SOLE 0 0 67995 MICROSOFT CORPCOM5949181042308 7485 SH SOLE 0 0 7485 MOODYS CORPCOM615369105885 2622 SH SOLE 0 0 2622 MORGAN STANLEY EMKT DBT FD ICOM61744H105102 12853 SH SOLE 0 0 12853 MORGAN STANLEYCOM NEW617446448387 4428 SH SOLE 0 0 4428 NETFLIX INCCOM64110L106537 1434 SH SOLE 0 0 1434 NEUROONE MED TECHNOLOGIES COCOM NEW64130M20973 66667 SH SOLE 0 0 66667 NEXTERA ENERGY INCCOM65339F101215 2536 SH SOLE 0 0 2536 NIKE INCCL B654106103871 6469 SH SOLE 0 0 6469 NOVO-NORDISK A SADR670100205454 4053 SH SOLE 0 0 4053 NUVEEN AMT FREE QLTY MUN INCCOM670657105605 45824 SH SOLE 0 0 45824 NVIDIA CORPORATIONCOM67066G104265 971 SH SOLE 0 0 971 NUVEEN QUALITY MUNCP INCOMECOM67066V101553 41182 SH SOLE 0 0 41182 NUVEEN MUNICIPAL CREDIT INCCOM SH BEN INT67070X101445 30333 SH SOLE 0 0 30333 NUVEEN AMT FREE MUN CR INC FCOM67071L106404 27159 SH SOLE 0 0 27159 OCCIDENTAL PETE CORPCOM674599105351 6172 SH SOLE 0 0 6172 ORACLE CORPCOM68389X105239 2884 SH SOLE 0 0 2884 OVINTIV INCCOM69047Q102455 8419 SH SOLE 0 0 8419 PG&E CORPCOM69331C108311 26036 SH SOLE 0 0 26036 PAYPAL HLDGS INCCOM70450Y103782 6763 SH SOLE 0 0 6763 PEPSICO INCCOM713448108215 1285 SH SOLE 0 0 1285 PFIZER INCCOM717081103298 5753 SH SOLE 0 0 5753 PHILIP MORRIS INTL INCCOM718172109705 7414 SH SOLE 0 0 7414 PHILLIPS 66COM718546104607 7030 SH SOLE 0 0 7030 PIONEER NAT RES COCOM723787107203 810 SH SOLE 0 0 810 PRICE T ROWE GROUP INCCOM74144T108504 3331 SH SOLE 0 0 3331 PROCTER AND GAMBLE COCOM742718109264 1730 SH SOLE 0 0 1730 PROSHARES TRULTRAPRO SHT QQQ74347G4323460 102754 SH SOLE 0 0 102754 PROSHARES TR IIULTRA VIX SHORT74347Y839269 20000 SH SOLE 0 0 20000 QUALCOMM INCCOM747525103432 2824 SH SOLE 0 0 2824 QURATE RETAIL INCCOM SER A74915M100101 21203 SH SOLE 0 0 21203 RANGE RES CORPCOM75281A109211 6950 SH SOLE 0 0 6950 RAYTHEON TECHNOLOGIES CORPCOM75513E101874 8818 SH SOLE 0 0 8818 ROBINHOOD MKTS INCCOM CL A770700102334 24686 SH SOLE 0 0 24686 SHELL PLCSPON ADS780259305295 5374 SH SOLE 0 0 5374 SPDR GOLD TRGOLD SHS78463V107490 2715 SH SOLE 0 0 2715 SPDR SER TRPRTFLO S&P500 GW78464A409294 4440 SH SOLE 0 0 4440 SPDR SER TRPRTFLO S&P500 VL78464A508305 7316 SH SOLE 0 0 7316 SPDR SER TRPORTFLI TIPS ETF78464A6565687 187931 SH SOLE 0 0 187931 SPDR SER TRNUVEEN BLMBRG MU78468R7212518 52588 SH SOLE 0 0 52588 SPDR SER TRMSCI USA STRTGIC78468R812447 3585 SH SOLE 0 0 3585 SALESFORCE INCCOM79466L302668 3145 SH SOLE 0 0 3145 SCOTTS MIRACLE-GRO COCL A810186106249 2023 SH SOLE 0 0 2023 SELECT SECTOR SPDR TRTECHNOLOGY81369Y803235 1478 SH SOLE 0 0 1478 SERVICENOW INCCOM81762P102498 894 SH SOLE 0 0 894 SOCIETY PASS INCCOM83370P102133 44850 SH SOLE 0 0 44850 SOUTHWEST AIRLS COCOM844741108266 5807 SH SOLE 0 0 5807 STANLEY BLACK & DECKER INCCOM854502101415 2971 SH SOLE 0 0 2971 SUNCOR ENERGY INC NEWCOM867224107219 6727 SH SOLE 0 0 6727 SUNRUN INCCOM86771W105705 23220 SH SOLE 0 0 23220 TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS874039100393 3756 SH SOLE 0 0 3756 TEMPLETON EMERGING MKTS INCOCOM880192109223 32558 SH SOLE 0 0 32558 TERADATA CORP DELCOM88076W103295 5980 SH SOLE 0 0 5980 TESLA INCCOM88160R101525 487 SH SOLE 0 0 487 TRUIST FINL CORPCOM89832Q109214 3769 SH SOLE 0 0 3769 US BANCORP DELCOM NEW902973304308 5741 SH SOLE 0 0 5741 UNION PAC CORPCOM907818108476 1744 SH SOLE 0 0 1744 UNITED PARCEL SERVICE INCCL B911312106201 936 SH SOLE 0 0 936 UNITEDHEALTH GROUP INCCOM91324P102956 1875 SH SOLE 0 0 1875 VANGUARD BD INDEX FDSSHORT TRM BOND921937827919 11792 SH SOLE 0 0 11792 VANGUARD BD INDEX FDSTOTAL BND MRKT921937835256 3215 SH SOLE 0 0 3215 VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT921943858274 5702 SH SOLE 0 0 5702 VANGUARD WORLD FDSINF TECH ETF92204A702252 606 SH SOLE 0 0 606 VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858225 4868 SH SOLE 0 0 4868 VANGUARD SCOTTSDALE FDSSHORT TERM TREAS92206C1021104 18626 SH SOLE 0 0 18626 VANGUARD INDEX FDSREAL ESTATE ETF922908553435 4012 SH SOLE 0 0 4012 VANGUARD INDEX FDSTOTAL STK MKT9229087691116 4904 SH SOLE 0 0 4904 VERIZON COMMUNICATIONS INCCOM92343V104561 11020 SH SOLE 0 0 11020 VISA INCCOM CL A92826C839928 4183 SH SOLE 0 0 4183 VISTAGEN THERAPEUTICS INCCOM NEW92840H20212 10000 SH SOLE 0 0 10000 VIVINT SMART HOME INCCOM CL A9285421091636 241981 SH SOLE 0 0 241981 WELLS FARGO CO NEWCOM949746101633 13063 SH SOLE 0 0 13063 WESTERN ASSET MUN PARTNERS FCOM95766P108246 18220 SH SOLE 0 0 18220 WILLIAMS COS INCCOM969457100395 11834 SH SOLE 0 0 11834 ZOETIS INCCL A98978V103241 1277 SH SOLE 0 0 1277 ZSCALER INCCOM98980G102228 943 SH SOLE 0 0 943