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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

DRIVE WEALTH MANAGEMENT, LLC

Quarter ended Q1 2023 · Filed January 27, 2023 · Accession 0001754960-23-000047

Total Value
$200.1M
Positions
252
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (252)

#IssuerTicker / CUSIPSharesValue% of Filing
1BERKSHIRE HATHAWAY INC DELBRK-A32$15.0M7.50%
2VANGUARD INDEX FDS92290876946,255$8.8M4.42%
3SPDR SER TR78464A508181,494$7.1M3.53%
4PROSHARES TR74347G432125,000$6.8M3.37%
5FS KKR CAP CORPFSK337,786$5.9M2.95%
6BERKSHIRE HATHAWAY INC DELBRK-A17,409$5.4M2.69%
7APPLE INCAAPL39,549$5.1M2.57%
8SPDR SER TR78464A409101,286$5.1M2.57%
9MICROSOFT CORPMSFT18,696$4.5M2.24%
10DIMENSIONAL ETF TRUST25434V40174,711$3.1M1.55%
11DIMENSIONAL ETF TRUST25434V203108,219$2.7M1.35%
12SPDR INDEX SHS FDS78463X88981,820$2.4M1.21%
13ACCENTURE PLC IRELANDACN9,087$2.4M1.21%
14SPDR SER TR78464A82129,773$1.9M0.97%
15AMAZON COM INCAMZN23,142$1.9M0.97%
16VANGUARD TAX-MANAGED FDS92194385846,210$1.9M0.97%
17DIREXION SHS ETF TR25460E23255,000$1.9M0.97%
18EXXON MOBIL CORPXOM16,887$1.9M0.93%
19SPDR SER TR78464A83928,724$1.9M0.93%
20DIMENSIONAL ETF TRUST25434V87242,605$1.8M0.88%
21JPMORGAN CHASE & COVYLD13,081$1.8M0.88%
22J P MORGAN EXCHANGE TRADED F46641Q83734,924$1.8M0.88%
23DIMENSIONAL ETF TRUST25434V85641,675$1.7M0.86%
24ALPHABET INCGOOG19,378$1.7M0.85%
25CONOCOPHILLIPSCOP13,484$1.6M0.80%
26SPDR SER TR78464A65660,376$1.6M0.78%
27CHEVRON CORP NEWCVX8,479$1.5M0.76%
28HOME DEPOT INCHD4,816$1.5M0.76%
29MASTERCARD INCORPORATEDMA4,309$1.5M0.75%
30DIMENSIONAL ETF TRUST25434V82369,963$1.5M0.74%
31ISHARES TR46428852129,315$1.4M0.72%
32VANGUARD INDEX FDS9229083634,080$1.4M0.72%
33UNITEDHEALTH GROUP INCUNH2,656$1.4M0.70%
34ISHARES TR46428723434,697$1.3M0.66%
35ALPHABET INCGOOG14,471$1.3M0.64%
36WELLS FARGO CO NEW94974610130,278$1.3M0.62%
37SUNRUN INCRUN50,967$1.2M0.61%
38META PLATFORMS INCMETA10,064$1.2M0.61%
39MERCK & CO INCMRK10,775$1.2M0.60%
40VISA INCV5,582$1.2M0.58%
41GLOBAL X FDS37954Y65757,457$1.1M0.56%
42ABBOTT LABSABLZF10,062$1.1M0.55%
43DIMENSIONAL ETF TRUST25434V30250,236$1.1M0.55%
44FIRST TR EXCH TRADED FD III33739E10862,370$1.0M0.52%
45DIMENSIONAL ETF TRUST25434V86422,651$1.0M0.52%
46DIREXION SHS ETF TR25460G78130,250$1.0M0.52%
47HESS CORPHESM6,620$938,8710.47%
48PHILIP MORRIS INTL INC7181721099,094$932,0460.47%
49PROCTER AND GAMBLE CO7427181096,007$910,4130.46%
50BROADCOM INCAVGO1,611$900,7320.45%
51CISCO SYS INCCSCO18,805$895,8550.45%
52ISHARES TR4642872002,248$863,7350.43%
53ADOBE SYSTEMS INCORPORATEDADBE2,529$851,0840.43%
54TAIWAN SEMICONDUCTOR MFG LTD87403910011,295$846,6070.42%
55INVESCO QQQ TRIVZ3,110$828,2560.41%
56VANGUARD WORLD FD9219107099,572$792,8510.40%
57ISHARES INC4642865258,340$792,4650.40%
58ABBVIE INCABBV4,804$776,2960.39%
59GLADSTONE LD CORP37654910141,461$760,8010.38%
60SPDR SER TR78464A30010,128$751,7200.38%
61BANK AMERICA CORP06050510422,510$745,4860.37%
62PGIM ETF TR69344A10715,063$739,5940.37%
63RAYTHEON TECHNOLOGIES CORPRTX7,294$736,1190.37%
64NOVO-NORDISK A SNONOF5,439$736,0640.37%
65WILLIAMS COS INC96945710022,040$725,0700.36%
66INVESCO EXCH TRADED FD TR IIIVZ30,104$723,8990.36%
67INVESCO DB US DLR INDEX TRIVZ26,000$723,0600.36%
68SPDR SER TR78464A37522,595$719,1990.36%
69NVIDIA CORPORATIONNVDA4,846$708,1710.35%
70AT&T INCT-PC38,063$700,6700.35%
71PROSHARES TR IIZSL100,000$686,0000.34%
72JOHNSON & JOHNSONJNJ3,788$669,0800.33%
73SPDR S&P 500 ETF TRSPY1,739$668,1680.33%
74THERMO FISHER SCIENTIFIC INCTMO1,203$662,9020.33%
75UNITED PARCEL SERVICE INCUPS3,771$655,6260.33%
76PEPSICO INCPEP3,581$650,9620.33%
77GOLDMAN SACHS ETF TRNVGLF22,336$646,0760.32%
78NETFLIX INCNFLX2,185$644,3130.32%
79ISHARES TR4642888282,339$626,2110.31%
80UNILEVER PLCUNLYF12,157$612,0970.31%
81SEMPRASREA3,889$605,7370.30%
82COCA COLA COKO9,235$587,4670.29%
83GOLDMAN SACHS ETF TRNVGLF12,395$584,7780.29%
84LAM RESEARCH CORPLRCX1,385$584,7460.29%
85PFIZER INCPFE11,079$567,7050.28%
86ISHARES TR4642876553,201$558,0690.28%
87ORACLE CORPORCL-PD6,736$550,5620.28%
88PIONEER NAT RES CO7237871072,405$549,2850.27%
89WALMART INCWMT3,817$544,9250.27%
90BRISTOL-MYERS SQUIBB COCELG-RI7,502$539,7460.27%
91OVINTIV INCOVV10,470$530,9340.27%
92LILLY ELI & COLLY1,436$525,3570.26%
93SPDR GOLD TRGLD3,069$520,6250.26%
94DISNEY WALT CO2546871065,864$509,4950.25%
95PROSHARES TR II74347W35315,750$504,0000.25%
96UNION PAC CORPUNP2,403$497,6470.25%
97J P MORGAN EXCHANGE TRADED F46641Q85210,818$497,5640.25%
98TERADYNE INCTER5,522$482,3790.24%
99SPDR SER TR78464A2016,665$481,5020.24%
100NOVARTIS AGNVSEF5,285$479,5030.24%
101CATERPILLAR INCCAT1,984$475,3570.24%
102FREEPORT-MCMORAN INCFCX12,415$471,7820.24%
103CIGNA CORP NEW1255231001,407$466,2750.23%
104CELANESE CORP DELCE4,505$460,6130.23%
105SHELL PLCRYDAF8,076$459,9550.23%
106NIKE INCNKE3,926$459,4230.23%
107LYONDELLBASELL INDUSTRIES NLYB5,524$458,5850.23%
108WISDOMTREE TRWT17,104$456,3350.23%
1093M COMMM3,738$448,1370.22%
110FRANCHISE GROUP INC35180X10518,286$446,6300.22%
111COMCAST CORP NEWCCZ12,754$446,0200.22%
112TYSON FOODS INCTSN6,972$434,0070.22%
113FRANCO NEV CORPFNV3,100$423,0880.21%
114INVESCO EXCH TRADED FD TR IIIVZ19,231$421,9860.21%
115VANGUARD INDEX FDS9229087361,965$418,7230.21%
116NUVEEN AMT FREE QLTY MUN INCNU36,600$416,1400.21%
117SYSCO CORPSYY5,420$414,4180.21%
118MARATHON PETE CORPMARA3,538$411,8250.21%
119SPDR SER TR78468R8123,585$395,4610.20%
120MONDELEZ INTL INC6092071055,847$391,9760.20%
121MOODYS CORPMCO1,403$390,9870.20%
122WHEATON PRECIOUS METALS CORPWPM10,000$390,8000.20%
123GENERAL DYNAMICS CORPGD1,574$390,4380.20%
124LOWES COS INC5486611071,958$390,0450.19%
125WISDOMTREE TRWT15,088$389,6780.19%
126OCCIDENTAL PETE CORP6745991055,914$373,3490.19%
127TIDAL ETF TR88636453818,000$371,9950.19%
128NEXTERA ENERGY INCNEE-PW4,432$370,5120.19%
129COINBASE GLOBAL INCCOIN10,415$368,5870.18%
130KRAFT HEINZ COKHC8,997$366,2410.18%
131ISHARES TR4642877214,908$365,6020.18%
132APPLIED MATLS INC0382221053,707$361,0040.18%
133PAYPAL HLDGS INCPYPL5,001$356,1710.18%
134MCDONALDS CORPMCD1,350$355,7740.18%
135BLACKROCK INCBLK502$355,6720.18%
136MOELIS & COMC9,251$354,9330.18%
137BLACKROCK MUNIYIELD QUALITYBLK31,547$353,6410.18%
138COSTCO WHSL CORP NEW22160K105773$352,8310.18%
139INVESCO EXCH TRADED FD TR IIIVZ8,452$351,0960.18%
140US BANCORP DELUSB-PS7,946$350,6020.18%
141INTUITIVE SURGICAL INCISRG1,312$348,1390.17%
142ALTRIA GROUP INCMO7,452$347,7030.17%
143HONEYWELL INTL INC4385161061,614$345,8100.17%
144VERIZON COMMUNICATIONS INCVZ8,690$342,3670.17%
145ALLY FINL INC02005N10013,987$341,9890.17%
146VANGUARD INDEX FDS9229085534,060$334,8370.17%
147VALLEY NATL BANCORP91979410729,257$334,0910.17%
148SPROTT INCSII10,000$333,3000.17%
149SERVICENOW INCNOW856$332,3590.17%
150METLIFE INCMET-PF4,502$325,8410.16%
151SELECT SECTOR SPDR TR81369Y2092,376$322,7800.16%
152FEDERATED HERMES PREM MUNI IFHI30,480$321,2880.16%
153PHILLIPS 66PSX3,014$313,6960.16%
154ISHARES SILVER TRSLV13,910$306,2980.15%
155STANLEY BLACK & DECKER INCSWK4,070$305,7280.15%
156INVESCO QUALITY MUN INCOME TIVZ32,213$303,4450.15%
157STARBUCKS CORPSBUX3,048$302,3360.15%
158ISHARES INC4642865178,663$300,6940.15%
159PG&E CORPPCG-PX18,478$300,4520.15%
160ELEVANCE HEALTH INCELV575$295,1630.15%
161AUTOMATIC DATA PROCESSING INADP1,219$292,7610.15%
162DIMENSIONAL ETF TRUST25434V70811,922$289,4660.14%
163HUNT J B TRANS SVCS INC4456581071,636$285,2240.14%
164MARRIOTT INTL INC NEW5719032021,913$284,7920.14%
165SALESFORCE INCCRM2,120$281,0910.14%
166TJX COS INC NEW8725401093,512$279,5390.14%
167VANGUARD MUN BD FDS9229077465,635$278,8790.14%
168GENPACT LIMITEDG6,011$278,4460.14%
169HUMANA INCHUM542$278,0480.14%
170AGNICO EAGLE MINES LTDAEM5,340$277,6390.14%
171DANAHER CORPORATION2358511021,038$275,8260.14%
172AMERICAN INTL GROUP INC0268747844,342$274,5740.14%
173NUVEEN MUNICIPAL CREDIT INCNU22,509$271,9060.14%
174ILLUMINA INCILMN1,338$270,5440.14%
175CSX CORPCSX8,667$268,5140.13%
176WISDOMTREE TRWT10,096$267,9170.13%
177MCKESSON CORPMCK704$264,5760.13%
178AMGEN INCAMGN965$253,3200.13%
179BEST BUY INCBBY3,147$252,5110.13%
180OREILLY AUTOMOTIVE INC67103H107299$252,3650.13%
181VANGUARD WHITEHALL FDS9219464062,305$249,4340.12%
182INTERNATIONAL BUSINESS MACHSINTR1,756$247,4320.12%
183VANGUARD INDEX FDS9229087441,756$246,5330.12%
184GALLAGHER ARTHUR J & CO3635761091,307$246,4610.12%
185ISHARES TR4642871502,904$246,2840.12%
186TESLA INCTSLA1,988$244,8260.12%
187INTERNATIONAL PAPER CO4601461037,068$244,7410.12%
188CANADIAN NAT RES LTD1363851014,308$242,8510.12%
189ILLINOIS TOOL WKS INC4523081091,074$238,0690.12%
190J P MORGAN EXCHANGE TRADED F46641Q6705,179$237,8940.12%
191DIMENSIONAL ETF TRUST25434V1048,779$237,2090.12%
192GENERAL MLS INC3703341042,829$237,1950.12%
193PROSHARES TR74348A4672,628$236,4940.12%
194ST JOE COJOE6,033$233,1750.12%
195ANTERO RESOURCES CORPAR7,499$232,3940.12%
196CENTENE CORP DELCNC2,800$229,6280.11%
197BECTON DICKINSON & COBDX899$228,6020.11%
198ALIBABA GROUP HLDG LTDBBAAY2,590$228,1530.11%
199NORTHROP GRUMMAN CORPNOC415$226,3980.11%
200ASML HOLDING N VASMLF412$225,2330.11%
201S&P GLOBAL INCSPGI656$219,7230.11%
202AUTODESK INCADSK1,161$216,9560.11%
203VANGUARD WORLD FDS92204A702678$216,5600.11%
204SUNCOR ENERGY INC NEWSU6,771$214,8400.11%
205TORONTO DOMINION BK ONTTORO3,302$213,8380.11%
206ISHARES TR4642874322,145$213,5090.11%
207AMERICAN EXPRESS COAXP1,432$211,6270.11%
208ISHARES TR4642874402,202$210,9080.11%
209BOEING COBA-PA1,107$210,8720.11%
210GOLDMAN SACHS GROUP INCGSCE613$210,3500.11%
211SCHLUMBERGER LTDSLB3,904$209,1140.10%
212TRAVELERS COMPANIES INCTRV1,114$208,9010.10%
213WESTERN ASSET MUN PARTNERS F95766P10817,942$208,8440.10%
214QUALCOMM INCQCOM1,894$208,2000.10%
215TRUIST FINL CORP89832Q1094,812$207,0540.10%
216BLACKROCK MUNIYIELD QUALITYBLK20,248$206,9370.10%
217ZOETIS INCZTS1,404$205,7590.10%
218DIMENSIONAL ETF TRUST25434V7246,114$204,7040.10%
219FMC CORPFMC1,630$204,3330.10%
220LUMEN TECHNOLOGIES INCLUMN39,075$203,8790.10%
221ENBRIDGE INCENNPF5,181$202,5800.10%
222NUVEEN QUALITY MUNCP INCOMENU17,069$201,4200.10%
223ROBINHOOD MKTS INC77070010224,686$200,9440.10%
224NUVEEN AMT FREE MUN CR INC FNU16,440$199,5860.10%
225QUALTRICS INTL INC74760120117,623$182,9270.09%
226INVESCO EXCHANGE TRADED FD TIVZ10,871$181,7630.09%
227MFS HIGH YIELD MUN TR59318E10255,800$174,6540.09%
228EATON VANCE MUNI INCOME TRUSETN16,589$163,7340.08%
229INVESCO ADVANTAGE MUN INCOMEIVZ18,699$160,6240.08%
230BLACKROCK MUNIVEST FD INCBLK22,500$157,7250.08%
231SEABRIDGE GOLD INCSA12,500$157,2500.08%
232HALEON PLCHLNCF19,109$152,8580.08%
233MFS INVT GRADE MUN TR59318B10819,996$142,3730.07%
234PUTNAM MUN OPPORTUNITIES TR74692210312,329$134,4260.07%
235NUVEEN SR INCOME FDNU27,260$125,1230.06%
236BNY MELLON MUN BD INFRASTRUC09662W10911,582$122,1870.06%
237SUMITOMO MITSUI FINL GROUP I86562M20914,000$112,2770.06%
238ASE TECHNOLOGY HLDG CO LTDASX14,120$88,5340.04%
239MFS HIGH INCOME MUN TR59318D10425,333$88,4140.04%
240NEUROONE MED TECHNOLOGIES CO64130M20964,203$77,0440.04%
241UNITED MICROELECTRONICS CORPUMC11,675$76,2400.04%
242MFS MUN INCOME TR55273810614,600$75,6280.04%
243WIPRO LTDWIT14,063$65,5350.03%
244SIRIUS XM HOLDINGS INCSIRI10,925$63,8040.03%
245LLOYDS BANKING GROUP PLCLLOBF28,788$63,3340.03%
246LG DISPLAY CO LTDLPL10,072$49,9570.02%
247SOCIETY PASS INCSOPA44,850$44,4020.02%
248ENEL CHILE S.A.ENIC19,396$43,6400.02%
249NOMURA HLDGS INCNRSCF11,332$42,4950.02%
250UR-ENERGY INCURG10,170$11,6960.01%
251CYBIN INCHELP11,450$3,4500.00%
252VISTAGEN THERAPEUTICS INCVTGN10,000$1,0300.00%