0001754960-23-000265.txt : 20231011
0001754960-23-000265.hdr.sgml : 20231011
20231010173323
ACCESSION NUMBER: 0001754960-23-000265
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231011
DATE AS OF CHANGE: 20231010
EFFECTIVENESS DATE: 20231011
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: 231318900
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
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09-30-2023
09-30-2023
DRIVE WEALTH MANAGEMENT, LLC
3333 N DIGITAL DRIVE
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84043
13F HOLDINGS REPORT
028-22701
N
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QUALCOMM INCCOM747525103628422
5658
SH
SOLE
0
0
5658
RBB FD INCUS TREAS 3 MNTH74933W4522803920
56000
SH
SOLE
0
0
56000
RANGE RES CORPCOM75281A109228977
7065
SH
SOLE
0
0
7065
RAYMOND JAMES FINL INCCOM754730109233788
2318
SH
SOLE
0
0
2318
RTX CORPORATIONCOM75513E101409423
5689
SH
SOLE
0
0
5689
REGENERON PHARMACEUTICALSCOM75886F107246065
299
SH
SOLE
0
0
299
ROBINHOOD MKTS INCCOM CL A770700102228956
23339
SH
SOLE
0
0
23339
SHELL PLCSPON ADS780259305480949
7470
SH
SOLE
0
0
7470
S&P GLOBAL INCCOM78409V104347964
952
SH
SOLE
0
0
952
SPDR S&P 500 ETF TRTR UNIT78462F103823375
1919
SH
SOLE
0
0
1919
SPDR INDEX SHS FDSPORTFOLIO DEVLPD78463X8891709099
55112
SH
SOLE
0
0
55112
SPDR SER TRS&P 600 SMCP GRW78464A201332415
4537
SH
SOLE
0
0
4537
SPDR SER TRS&P 600 SMCP VAL78464A300528888
7308
SH
SOLE
0
0
7308
SPDR SER TRPORTFOLIO INTRMD78464A375493363
15683
SH
SOLE
0
0
15683
SPDR SER TRPRTFLO S&P500 GW78464A4092197518
37070
SH
SOLE
0
0
37070
SPDR SER TRPRTFLO S&P500 VL78464A5082510817
60854
SH
SOLE
0
0
60854
SPDR SER TRPORTFLI TIPS ETF78464A656708694
28530
SH
SOLE
0
0
28530
SPDR SER TRS&P 400 MDCP GRW78464A8211404534
20314
SH
SOLE
0
0
20314
SPDR SER TRS&P 400 MDCP VAL78464A8391276350
19679
SH
SOLE
0
0
19679
SSGA ACTIVE ETF TRBLACKSTONE SENR78467V6081341552
31995
SH
SOLE
0
0
31995
SPDR SER TRMSCI USA STRTGIC78468R812432638
3585
SH
SOLE
0
0
3585
SALESFORCE INCCOM79466L302534123
2634
SH
SOLE
0
0
2634
SAP SESPON ADR803054204264681
2047
SH
SOLE
0
0
2047
SCHLUMBERGER LTDCOM STK806857108286556
4895
SH
SOLE
0
0
4895
SCHWAB CHARLES CORPCOM808513105606628
11050
SH
SOLE
0
0
11050
SELECT SECTOR SPDR TRTECHNOLOGY81369Y803220650
1346
SH
SOLE
0
0
1346
SEMPRACOM816851109324535
4726
SH
SOLE
0
0
4726
SHUTTERSTOCK INCCOM825690100333775
8772
SH
SOLE
0
0
8772
SIRIUS XM HOLDINGS INCCOM82968B10369931
15471
SH
SOLE
0
0
15471
SOCIETY PASS INCCOM83370P10216998
44850
SH
SOLE
0
0
44850
SOFI TECHNOLOGIES INCCOM83406F102286649
35876
SH
SOLE
0
0
35876
SOUTHERN COCOM842587107210813
3257
SH
SOLE
0
0
3257
BLOCK INCCL A852234103913880
20648
SH
SOLE
0
0
20648
STARBUCKS CORPCOM855244109267743
2934
SH
SOLE
0
0
2934
SUMITOMO MITSUI FINL GROUP ISPONSORED ADR86562M209174818
17748
SH
SOLE
0
0
17748
SUNCOR ENERGY INC NEWCOM867224107222445
6470
SH
SOLE
0
0
6470
SUNRUN INCCOM86771W105691252
55036
SH
SOLE
0
0
55036
SYNOPSYS INCCOM871607107250609
546
SH
SOLE
0
0
546
SYSCO CORPCOM871829107230444
3489
SH
SOLE
0
0
3489
TJX COS INC NEWCOM872540109366320
4122
SH
SOLE
0
0
4122
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS8740391001059538
12127
SH
SOLE
0
0
12127
TAKE-TWO INTERACTIVE SOFTWARCOM874054109215779
1537
SH
SOLE
0
0
1537
TESLA INCCOM88160R1011707388
6824
SH
SOLE
0
0
6824
THERMO FISHER SCIENTIFIC INCCOM883556102628961
1242
SH
SOLE
0
0
1242
TOYOTA MOTOR CORPADS892331307332631
1851
SH
SOLE
0
0
1851
US BANCORP DELCOM NEW902973304594621
17729
SH
SOLE
0
0
17729
UBER TECHNOLOGIES INCCOM90353T100208243
4528
SH
SOLE
0
0
4528
UNILEVER PLCSPON ADR NEW904767704488705
9893
SH
SOLE
0
0
9893
UNION PAC CORPCOM907818108571852
2808
SH
SOLE
0
0
2808
UNITED MICROELECTRONICS CORPSPON ADR NEW910873405100183
14190
SH
SOLE
0
0
14190
UNITED PARCEL SERVICE INCCL B911312106514244
3299
SH
SOLE
0
0
3299
VALERO ENERGY CORPCOM91913Y100796646
5622
SH
SOLE
0
0
5622
VALLEY NATL BANCORPCOM919794107134193
15451
SH
SOLE
0
0
15451
VANGUARD WORLD FDEXTENDED DUR921910709746733
10663
SH
SOLE
0
0
10663
VANGUARD BD INDEX FDSSHORT TRM BOND9219378271556395
20705
SH
SOLE
0
0
20705
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT9219438589494940
217176
SH
SOLE
0
0
217176
VANGUARD WHITEHALL FDSINTL HIGH ETF921946794875461
14145
SH
SOLE
0
0
14145
VANGUARD WORLD FDSENERGY ETF92204A306223311
1750
SH
SOLE
0
0
1750
VANGUARD WORLD FDSINF TECH ETF92204A702263200
633
SH
SOLE
0
0
633
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF922042742244119
2620
SH
SOLE
0
0
2620
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428584131071
105358
SH
SOLE
0
0
105358
VANGUARD SCOTTSDALE FDSSHORT TERM TREAS92206C102217958
3784
SH
SOLE
0
0
3784
VANGUARD SCOTTSDALE FDSINTER TERM TREAS92206C706255772
4475
SH
SOLE
0
0
4475
VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C8701534807
20200
SH
SOLE
0
0
20200
VANGUARD MUN BD FDSTAX EXEMPT BD9229077461031617
21447
SH
SOLE
0
0
21447
VANGUARD INDEX FDSS&P 500 ETF SHS9229083631613824
4094
SH
SOLE
0
0
4094
VANGUARD INDEX FDSREAL ESTATE ETF922908553218239
2853
SH
SOLE
0
0
2853
VANGUARD INDEX FDSMID CAP ETF9229086294083807
19611
SH
SOLE
0
0
19611
VANGUARD INDEX FDSTOTAL STK MKT9229087696655315
31332
SH
SOLE
0
0
31332
VERIZON COMMUNICATIONS INCCOM92343V104321859
9931
SH
SOLE
0
0
9931
VERTEX PHARMACEUTICALS INCCOM92532F100355043
1021
SH
SOLE
0
0
1021
VISA INCCOM CL A92826C8391209147
5257
SH
SOLE
0
0
5257
WALMART INCCOM931142103822885
5145
SH
SOLE
0
0
5145
WARNER BROS DISCOVERY INCCOM SER A934423104136065
12529
SH
SOLE
0
0
12529
WASTE MGMT INC DELCOM94106L109293803
1927
SH
SOLE
0
0
1927
WELLS FARGO CO NEWCOM949746101995852
24372
SH
SOLE
0
0
24372
WESTERN ASSET MUN PARTNERS FCOM95766P108110798
10430
SH
SOLE
0
0
10430
WILLIAMS COS INCCOM969457100396933
11782
SH
SOLE
0
0
11782
WIPRO LTDSPON ADR 1 SH97651M10994038
19429
SH
SOLE
0
0
19429
WISDOMTREE TREMER MKT HIGH FD97717W315410257
10946
SH
SOLE
0
0
10946
WISDOMTREE TRGLB US QTLY DIV97717W844368822
11026
SH
SOLE
0
0
11026
WISDOMTREE TREM EX ST-OWNED97717X578835543
31329
SH
SOLE
0
0
31329
WISDOMTREE TRITL HDG QTLY DIV97717X594517208
13351
SH
SOLE
0
0
13351
WISDOMTREE TREM LCL DEBT FD97717X867296851
11304
SH
SOLE
0
0
11304
WISDOMTREE TREMERGING MARKETS97717Y642475460
18451
SH
SOLE
0
0
18451
ZOETIS INCCL A98978V103267723
1539
SH
SOLE
0
0
1539