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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 Q3 2023 · Filed July 14, 2023 · Accession 0001754960-23-000190

Total Value
$269.7M
Positions
282
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (282)

#IssuerTicker / CUSIPSharesValue% of Filing
1BERKSHIRE HATHAWAY INC DELBRK-A32$16.6M6.14%
2APPLE INCAAPL66,055$12.8M4.75%
3ISHARES TR46428720022,815$10.2M3.77%
4VANGUARD INDEX FDS92290876938,739$8.5M3.16%
5MICROSOFT CORPMSFT22,814$7.8M2.88%
6VANGUARD TAX-MANAGED FDS921943858154,682$7.1M2.65%
7ISHARES TR46434V878133,920$6.7M2.50%
8BERKSHIRE HATHAWAY INC DELBRK-A19,632$6.7M2.48%
9FS KKR CAP CORPFSK346,797$6.7M2.47%
10ISHARES TR46428867959,219$6.5M2.43%
11INVESCO ACTIVELY MANAGED ETFIVZ131,569$6.5M2.42%
12DIMENSIONAL ETF TRUST25434V203144,397$3.9M1.46%
13AMAZON COM INCAMZN28,500$3.7M1.38%
14DIREXION SHS ETF TR25460E232133,000$3.5M1.30%
15SPDR SER TR78464A50876,163$3.3M1.22%
16VANGUARD INDEX FDS92290862914,248$3.1M1.16%
17VANGUARD INTL EQUITY INDEX F92204285876,162$3.1M1.15%
18DIMENSIONAL ETF TRUST25434V40163,252$3.0M1.13%
19SPDR SER TR78464A40946,864$2.9M1.06%
20ACCENTURE PLC IRELANDACN8,996$2.8M1.03%
21NVIDIA CORPORATIONNVDA6,469$2.7M1.01%
22ALPHABET INCGOOG21,519$2.6M0.96%
23ISHARES TR46428744024,763$2.4M0.89%
24SPDR INDEX SHS FDS78463X88967,269$2.2M0.81%
25ALPHABET INCGOOG17,829$2.2M0.80%
26EXXON MOBIL CORPXOM18,701$2.0M0.74%
27VANGUARD BD INDEX FDS92193782726,305$2.0M0.74%
28JPMORGAN CHASE & COVYLD12,812$1.9M0.69%
29SPDR SER TR78464A82125,648$1.8M0.68%
30META PLATFORMS INCMETA6,071$1.7M0.65%
31ISHARES TR46429B26775,987$1.7M0.65%
32SPDR SER TR78464A83925,254$1.7M0.64%
33TESLA INCTSLA6,423$1.7M0.62%
34ISHARES TR46428723440,637$1.6M0.60%
35VANGUARD INDEX FDS9229083633,895$1.6M0.59%
36GOLDMAN SACHS ETF TRNVGLF48,103$1.5M0.56%
37WELLS FARGO CO NEW94974610135,268$1.5M0.56%
38CONOCOPHILLIPSCOP14,245$1.5M0.55%
39JOHNSON & JOHNSONJNJ8,721$1.4M0.54%
40ISHARES TR46428745717,550$1.4M0.53%
41BROADCOM INCAVGO1,595$1.4M0.51%
42SPDR GOLD TRGLD7,760$1.4M0.51%
43GOLDMAN SACHS ETF TRNVGLF26,700$1.4M0.51%
44UNITEDHEALTH GROUP INCUNH2,813$1.4M0.50%
45ISHARES TR46428780413,235$1.3M0.49%
46DIMENSIONAL ETF TRUST25434V82360,909$1.3M0.49%
47MERCK & CO INCMRK11,106$1.3M0.48%
48VISA INCV5,427$1.3M0.48%
49ISHARES TR46428852124,834$1.3M0.47%
50CHEVRON CORP NEWCVX7,746$1.2M0.45%
51TAIWAN SEMICONDUCTOR MFG LTD87403910011,922$1.2M0.45%
52HOME DEPOT INCHD3,843$1.2M0.44%
53MASTERCARD INCORPORATEDMA3,028$1.2M0.44%
54ADOBE SYSTEMS INCORPORATEDADBE2,363$1.2M0.43%
55PROCTER AND GAMBLE CO7427181097,574$1.1M0.43%
56J P MORGAN EXCHANGE TRADED F46641Q83722,547$1.1M0.42%
57DIMENSIONAL ETF TRUST25434V87225,683$1.1M0.40%
58DIMENSIONAL ETF TRUST25434V30245,292$1.1M0.39%
59VANGUARD SCOTTSDALE FDS92206C87013,418$1.1M0.39%
60DIMENSIONAL ETF TRUST25434V85624,955$1.0M0.38%
61CISCO SYS INCCSCO19,665$1.0M0.38%
62VANGUARD WORLD FD92191070911,108$967,1800.36%
63SUNRUN INCRUN53,960$963,7260.36%
64GLOBAL X FDS37954Y65749,514$960,0530.36%
65SSGA ACTIVE ETF TR78467V60822,914$959,4050.36%
66SPDR SER TR78464A65636,929$954,2430.35%
67WISDOMTREE TRWT34,083$952,6080.35%
68INVESCO QQQ TRIVZ2,535$937,5770.35%
69NETFLIX INCNFLX2,113$930,4490.34%
70HONEYWELL INTL INC4385161064,368$906,2640.34%
71LILLY ELI & COLLY1,864$874,1480.32%
72SPDR S&P 500 ETF TRSPY1,874$833,5810.31%
73PFIZER INCPFE22,504$825,4550.31%
74INVESCO EXCH TRADED FD TR IIIVZ18,174$817,1090.30%
75PEPSICO INCPEP4,304$797,1720.30%
76ABBOTT LABSABLZF6,914$753,7060.28%
77NOVO-NORDISK A SNONOF4,626$748,1750.28%
78WALMART INCWMT4,601$723,1910.27%
79ORACLE CORPORCL-PD6,040$719,1030.27%
80QUALCOMM INCQCOM5,959$709,3760.26%
81PGIM ETF TR69344A10714,254$704,2670.26%
82RAYTHEON TECHNOLOGIES CORPRTX7,120$697,4300.26%
83PHILIP MORRIS INTL INC7181721096,987$690,8940.26%
84UNITED PARCEL SERVICE INCUPS3,766$675,0550.25%
85ISHARES INC4642865256,845$671,1300.25%
86SPDR SER TR78464A3008,586$662,6910.25%
87VALERO ENERGY CORPVLO5,503$645,4580.24%
88SPDR SER TR78464A37520,017$642,7440.24%
89SALESFORCE INCCRM2,932$619,3890.23%
90COSTCO WHSL CORP NEW22160K1051,146$617,0150.23%
91ALBEMARLE CORPALB-PA2,713$606,4490.22%
92US BANCORP DELUSB-PS17,764$595,9220.22%
93APPLIED MATLS INC0382221054,119$595,3420.22%
94GLADSTONE LD CORP37654910136,173$588,8060.22%
95CATERPILLAR INCCAT2,391$588,3980.22%
96COCA COLA COKO9,686$587,8160.22%
97BANK AMERICA CORP06050510419,859$569,7290.21%
98HESS CORPHESM4,177$567,8780.21%
99ABBVIE INCABBV4,191$564,6070.21%
100ISHARES TR4642888282,205$564,0870.21%
101VANGUARD WHITEHALL FDS9219467948,921$563,8020.21%
102WISDOMTREE TRWT20,064$559,4560.21%
103UNILEVER PLCUNLYF10,674$556,3900.21%
104THERMO FISHER SCIENTIFIC INCTMO1,064$555,8480.21%
105CENTENE CORP DELCNC8,238$555,6530.21%
106WILLIAMS COS INC96945710017,026$555,4430.21%
107SERVICENOW INCNOW967$543,2310.20%
108SCHWAB CHARLES CORPSCHW-PJ9,562$541,9490.20%
109COINBASE GLOBAL INCCOIN7,442$532,4750.20%
110DISNEY WALT CO2546871065,963$532,3810.20%
111DIMENSIONAL ETF TRUST25434V86411,325$524,9140.19%
112ISHARES TR4642877214,748$516,9510.19%
113MCDONALDS CORPMCD1,708$509,6900.19%
114PIONEER NAT RES CO7237871072,426$502,5600.19%
115AT&T INCT-PC30,685$489,4110.18%
116GLOBAL X FDS37960A64419,537$487,2530.18%
117UNION PAC CORPUNP2,358$482,4520.18%
118ENBRIDGE INCENNPF12,646$469,7710.17%
119FRANCO NEV CORPFNV3,291$469,2970.17%
120LOWES COS INC5486611072,060$465,0140.17%
121INTUITIVE SURGICAL INCISRG1,328$454,0960.17%
122SEMPRASREA3,101$451,5180.17%
123J P MORGAN EXCHANGE TRADED F46641Q8529,631$448,8540.17%
124NOVARTIS AGNVSEF4,427$446,7130.17%
125SPDR SER TR78468R8123,585$440,8120.16%
126SHELL PLCRYDAF7,255$438,0500.16%
127FRANCHISE GROUP INC35180X10515,121$433,0530.16%
128SHUTTERSTOCK INCSSTK8,804$428,4910.16%
129INVESCO EXCHANGE TRADED FD TIVZ23,673$427,3030.16%
130INVESCO EXCHANGE TRADED FD TIVZ6,151$420,9780.16%
131SPDR SER TR78464A2015,465$420,5880.16%
132BRISTOL-MYERS SQUIBB COCELG-RI6,565$419,8630.16%
133LYONDELLBASELL INDUSTRIES NLYB4,552$417,9740.15%
134WISDOMTREE TRWT11,644$417,0830.15%
135MARRIOTT INTL INC NEW5719032022,249$413,1130.15%
136FREEPORT-MCMORAN INCFCX10,298$411,9170.15%
137NIKE INCNKE3,682$407,7670.15%
138BLACKROCK INCBLK583$402,9620.15%
139THE CIGNA GROUP1255231001,423$399,3880.15%
140TIDAL ETF TR88636453820,400$394,6010.15%
141ADVANCED MICRO DEVICES INCAMD3,460$394,1290.15%
142MEDICAL PPTYS TRUST INC58463J30440,960$391,1680.15%
143WISDOMTREE TRWT14,009$386,4250.14%
144OCCIDENTAL PETE CORP6745991056,343$374,2000.14%
145MONDELEZ INTL INC6092071055,066$371,4700.14%
146OVINTIV INCOVV9,704$369,4310.14%
147ISHARES TR4642876141,330$366,0440.14%
148VANGUARD INDEX FDS9229085534,307$363,7150.13%
149GALLAGHER ARTHUR J & CO3635761091,645$361,1810.13%
150MCKESSON CORPMCK835$357,2030.13%
151NUVEEN MUNICIPAL CREDIT INCNU29,402$344,0910.13%
152S&P GLOBAL INCSPGI856$343,3580.13%
153VANGUARD MUN BD FDS9229077466,818$342,4020.13%
154SYSCO CORPSYY4,603$341,5330.13%
155NUVEEN AMT FREE MUN CR INC FNU29,019$340,7550.13%
156ILLINOIS TOOL WKS INC4523081091,342$337,3450.13%
157TJX COS INC NEW8725401093,932$333,3570.12%
158NEXTERA ENERGY INCNEE-PW4,457$330,7400.12%
159NUVEEN AMT FREE QLTY MUN INCNU30,045$329,4780.12%
160MOELIS & COMC7,246$328,5100.12%
161VERTEX PHARMACEUTICALS INCVRTX930$327,2760.12%
162BOEING COBA-PA1,549$327,0870.12%
163CANADIAN NAT RES LTD1363851015,686$323,7820.12%
164PAYPAL HLDGS INCPYPL4,845$323,3070.12%
165GENERAL DYNAMICS CORPGD1,498$322,2050.12%
166ISHARES TR4642885134,270$320,5030.12%
167DIMENSIONAL ETF TRUST25434V70811,618$315,4290.12%
168OREILLY AUTOMOTIVE INC67103H107327$312,3830.12%
169SAP SESAPGF2,281$312,0250.12%
170PHILLIPS 66PSX3,255$310,4760.12%
171FIRST TR EXCHANGE-TRADED FD33738R6629,552$309,8600.11%
172CSX CORPCSX8,900$303,4810.11%
173FEDERATED HERMES PREM MUNI IFHI28,237$301,1500.11%
174PG&E CORPPCG-PX17,398$300,6370.11%
175SOFI TECHNOLOGIES INCSOFI35,876$299,2060.11%
176DIREXION SHS ETF TR25460G7818,555$298,1420.11%
177ISHARES INC4642866813,780$297,8600.11%
1783M COMMM2,974$297,6280.11%
179AUTOMATIC DATA PROCESSING INADP1,342$296,7260.11%
180WASTE MGMT INC DEL94106L1091,687$292,6300.11%
181VANGUARD SCOTTSDALE FDS92206C7064,967$291,3400.11%
182INTUITINTU630$288,6820.11%
183BLACKROCK MUNIYIELD QUALITYBLK26,175$287,4110.11%
184AMERICAN EXPRESS COAXP1,622$282,6370.10%
185HUNT J B TRANS SVCS INC4456581071,561$282,5810.10%
186EATON CORP PLCETN1,396$280,8300.10%
187ZOETIS INCZTS1,629$280,5070.10%
188VANGUARD WORLD FDS92204A702633$280,3150.10%
189EQUINIX INCEQIX356$279,2550.10%
190FAIR ISAAC CORPFICO342$276,7500.10%
191ALTRIA GROUP INCMO5,944$274,8190.10%
192AMPHENOL CORP NEW0320951013,217$273,9460.10%
193J P MORGAN EXCHANGE TRADED F46641Q7537,676$273,8750.10%
194VERIZON COMMUNICATIONS INCVZ7,247$269,5140.10%
195ISHARES TR4642871502,752$269,2920.10%
196TOYOTA MOTOR CORPTOYOF1,674$269,0180.10%
197ISHARES TR46434V6215,218$268,8870.10%
198STARBUCKS CORPSBUX2,704$267,8450.10%
199BOOKING HOLDINGS INCBKNG98$264,6320.10%
200VANGUARD INTL EQUITY INDEX F9220427422,725$264,3050.10%
201KRAFT HEINZ COKHC7,347$260,8280.10%
202ASML HOLDING N VASMLF358$259,1760.10%
203MEDTRONIC PLCMDT2,915$258,7000.10%
204WISDOMTREE TRWT6,744$258,0940.10%
205ALIGN TECHNOLOGY INCALGN718$253,9140.09%
206OLD DOMINION FREIGHT LINE INODFL677$250,2800.09%
207CME GROUP INCCME1,340$248,3160.09%
208ELEVANCE HEALTH INCELV558$247,9680.09%
209BECTON DICKINSON & COBDX936$246,8950.09%
210DANAHER CORPORATION2358511021,018$244,7220.09%
211ISHARES INC4642865176,594$244,2110.09%
212GENERAL MLS INC3703341043,180$243,8840.09%
213HERSHEY COHSY959$239,3570.09%
214KIMBERLY-CLARK CORPKMB1,700$236,7120.09%
215SELECT SECTOR SPDR TR81369Y8031,349$234,5370.09%
216PROGRESSIVE CORP7433151031,764$233,5590.09%
217ASTRAZENECA PLCAZN3,259$233,2590.09%
218ROBINHOOD MKTS INC77070010223,339$232,9230.09%
219TRAVELERS COMPANIES INCTRV1,340$232,7020.09%
220AIRBNB INCABNB1,832$229,9770.09%
221MARSH & MCLENNAN COS INC5717481021,217$228,9410.08%
222METLIFE INCMET-PF4,030$227,8430.08%
223AMERIPRISE FINL INC03076C106685$227,5940.08%
224TORONTO DOMINION BK ONTTORO3,654$226,5840.08%
225ANALOG DEVICES INCADI1,161$226,2150.08%
226AMERICAN INTL GROUP INC0268747843,926$225,8790.08%
227COPART INCCPRT2,467$224,9060.08%
228SOUTHERN COSOMN3,171$222,7700.08%
229SCHLUMBERGER LTDSLB4,501$222,2590.08%
230PROSHARES TR74348A4672,353$221,8410.08%
231GOLDMAN SACHS GROUP INCGSCE684$220,7440.08%
232FASTENAL COFAST3,720$219,4700.08%
233VANGUARD SCOTTSDALE FDS92206C1023,784$218,4500.08%
234CORTEVA INCCTVA3,802$217,8390.08%
235MICRON TECHNOLOGY INCMU3,446$217,5060.08%
236DEERE & CODE531$215,7100.08%
237SYNOPSYS INCSNPS495$215,5390.08%
238TAKE-TWO INTERACTIVE SOFTWARTTWO1,454$213,9710.08%
239ROCKWELL AUTOMATION INCROK647$213,2440.08%
240KLA CORPKLAC439$213,1510.08%
241BLACKROCK MUNIVEST FD INCBLK31,450$211,8690.08%
242CHURCH & DWIGHT CO INCCHD2,089$209,4100.08%
243J P MORGAN EXCHANGE TRADED F46641Q6704,492$209,2560.08%
244LAM RESEARCH CORPLRCX323$208,0160.08%
245ICICI BANK LIMITEDIBN8,970$207,0200.08%
246RANGE RES CORPRRC7,034$206,8000.08%
247RAYMOND JAMES FINL INC7547301091,957$203,9010.08%
248FERRARI N VRACE626$203,6390.08%
249SUNCOR ENERGY INC NEWSU6,925$203,0320.08%
250J P MORGAN EXCHANGE TRADED F46641Q7614,568$202,2710.07%
251DUPONT DE NEMOURS INCDD2,829$202,0810.07%
252VANECK ETF TRUST92189F1066,695$201,5860.07%
253MOTOROLA SOLUTIONS INCMSI685$201,3340.07%
254VALLEY NATL BANCORP91979410722,187$174,3260.06%
255INFOSYS LTDINFY10,388$168,9330.06%
256FORD MTR CO DEL34537086010,926$165,3070.06%
257BLACKROCK MUNIYIELD QUALITYBLK16,188$163,4200.06%
258ALLIANCEBERNSTEIN NATL MUN I01864U10612,948$138,9340.05%
259INVESCO ADVANTAGE MUN INCOMEIVZ16,399$137,9160.05%
260SUMITOMO MITSUI FINL GROUP I86562M20915,405$134,8340.05%
261MFS HIGH INCOME MUN TR59318D10438,612$134,3710.05%
262BLACKROCK MUNIHOLDINGS QUALIBLK13,240$128,9440.05%
263HALEON PLCHLNCF15,253$127,8130.05%
264ASE TECHNOLOGY HLDG CO LTDASX15,189$127,0020.05%
265MFS HIGH YIELD MUN TR59318E10239,200$126,2240.05%
266NUVEEN SR INCOME FDNU26,668$123,3010.05%
267INVESCO QUALITY MUN INCOME TIVZ12,786$122,2320.05%
268UNITED MICROELECTRONICS CORPUMC14,108$119,8610.04%
269MFS MUN INCOME TR55273810618,600$94,8600.04%
270WIPRO LTDWIT17,820$84,1120.03%
271KOREA ELEC PWR CORP50063110610,090$78,1980.03%
272ENEL CHILE S.A.ENIC23,268$77,4810.03%
273LG DISPLAY CO LTDLPL12,206$73,9680.03%
274LLOYDS BANKING GROUP PLCLLOBF33,401$73,4830.03%
275ICL GROUP LTDICL13,150$72,0600.03%
276LUMEN TECHNOLOGIES INCLUMN30,744$69,4370.03%
277OWLET INCOWLTW198,379$67,4690.03%
278SIRIUS XM HOLDINGS INCSIRI14,492$65,6470.02%
279BANCO BRADESCO S A05946030313,735$48,1370.02%
280NOMURA HLDGS INCNRSCF11,281$43,2050.02%
281NOKIA CORPNOKBF10,171$42,3090.02%
282SOCIETY PASS INCSOPA44,850$22,7570.01%