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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 Q4 2023 · Filed October 11, 2023 · Accession 0001754960-23-000265

Total Value
$273.9M
Positions
278
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (278)

#IssuerTicker / CUSIPSharesValue% of Filing
1BERKSHIRE HATHAWAY INC DELBRK-A32$17.0M6.21%
2ISHARES TR46428720032,092$13.8M5.05%
3APPLE INCAAPL60,967$10.4M3.81%
4VANGUARD TAX-MANAGED FDS921943858217,176$9.5M3.47%
5MICROSOFT CORPMSFT23,203$7.3M2.68%
6BERKSHIRE HATHAWAY INC DELBRK-A19,666$6.9M2.52%
7ISHARES TR46434V878136,462$6.9M2.51%
8ISHARES TR46428867961,101$6.7M2.46%
9INVESCO ACTIVELY MANAGED ETFIVZ134,098$6.7M2.43%
10VANGUARD INDEX FDS92290876931,332$6.7M2.43%
11FS KKR CAP CORPFSK321,199$6.6M2.39%
12NCINO INCNCNO138,824$4.4M1.61%
13VANGUARD INTL EQUITY INDEX F922042858105,358$4.1M1.51%
14VANGUARD INDEX FDS92290862919,611$4.1M1.49%
15DIMENSIONAL ETF TRUST25434V203135,547$3.5M1.29%
16AMAZON COM INCAMZN27,686$3.5M1.29%
17NVIDIA CORPORATIONNVDA6,963$3.0M1.11%
18PGIM ETF TR69344A10760,560$3.0M1.09%
19RBB FD INC74933W45256,000$2.8M1.02%
20ACCENTURE PLC IRELANDACN8,888$2.7M1.00%
21ISHARES TR46429B267114,076$2.5M0.92%
22SPDR SER TR78464A50860,854$2.5M0.92%
23PIMCO ETF TR72201R83324,923$2.5M0.91%
24ALPHABET INCGOOG18,272$2.4M0.87%
25ALPHABET INCGOOG17,486$2.3M0.84%
26SPDR SER TR78464A40937,070$2.2M0.80%
27EXXON MOBIL CORPXOM18,556$2.2M0.80%
28ISHARES TR46428723457,441$2.2M0.80%
29DIMENSIONAL ETF TRUST25434V40146,115$2.1M0.78%
30ISHARES TR46428745724,602$2.0M0.73%
31ISHARES TR46428744021,383$2.0M0.72%
32META PLATFORMS INCMETA6,059$1.8M0.66%
33CONOCOPHILLIPSCOP14,406$1.7M0.63%
34JPMORGAN CHASE & COVYLD11,797$1.7M0.62%
35SPDR INDEX SHS FDS78463X88955,112$1.7M0.62%
36TESLA INCTSLA6,824$1.7M0.62%
37ISHARES TR46428780417,975$1.7M0.62%
38VANGUARD INDEX FDS9229083634,094$1.6M0.59%
39VANGUARD BD INDEX FDS92193782720,705$1.6M0.57%
40VANGUARD SCOTTSDALE FDS92206C87020,200$1.5M0.56%
41GOLDMAN SACHS ETF TRNVGLF50,993$1.5M0.56%
42INVESCO EXCH TRADED FD TR IIIVZ82,231$1.5M0.54%
43SPDR SER TR78464A82120,314$1.4M0.51%
44CHEVRON CORP NEWCVX8,326$1.4M0.51%
45GOLDMAN SACHS ETF TRNVGLF28,282$1.4M0.50%
46SSGA ACTIVE ETF TR78467V60831,995$1.3M0.49%
47SPDR SER TR78464A83919,679$1.3M0.47%
48HOME DEPOT INCHD4,009$1.2M0.44%
49VISA INCV5,257$1.2M0.44%
50BROADCOM INCAVGO1,442$1.2M0.44%
51DIMENSIONAL ETF TRUST25434V68239,813$1.2M0.43%
52MERCK & CO INCMRK11,153$1.2M0.42%
53ADOBE INCADBE2,253$1.1M0.42%
54PROCTER AND GAMBLE CO7427181097,864$1.1M0.42%
55MASTERCARD INCORPORATEDMA2,811$1.1M0.41%
56ELI LILLY & COLLY2,028$1.1M0.40%
57TAIWAN SEMICONDUCTOR MFG LTD87403910012,127$1.1M0.39%
58VANGUARD MUN BD FDS92290774621,447$1.0M0.38%
59WELLS FARGO CO NEW94974610124,372$995,8520.36%
60ISHARES TR46428852120,604$984,9900.36%
61CISCO SYS INCCSCO18,015$968,4640.35%
62J P MORGAN EXCHANGE TRADED F46641Q83719,173$962,1230.35%
63BLOCK INCBSQKZ20,648$913,8800.33%
64INVESCO QQQ TRIVZ2,526$906,4400.33%
65DIMENSIONAL ETF TRUST25434V82345,458$887,3380.32%
66NOVO-NORDISK A SNONOF9,743$886,0430.32%
67VANGUARD WHITEHALL FDS92194679414,145$875,4610.32%
68DIMENSIONAL ETF TRUST25434V76537,676$873,7020.32%
69INVESCO EXCH TRADED FD TR IIIVZ19,234$837,2660.31%
70WISDOMTREE TRWT31,329$835,5430.31%
71SPDR S&P 500 ETF TRSPY1,919$823,3750.30%
72WALMART INCWMT5,145$822,8850.30%
73PFIZER INCPFE24,523$813,4260.30%
74DIMENSIONAL ETF TRUST25434V30235,872$809,6390.30%
75ABBVIE INCABBV5,411$806,6000.29%
76HONEYWELL INTL INC4385161064,350$803,7110.29%
77VALERO ENERGY CORPVLO5,622$796,6460.29%
78GLOBAL X FDS37954Y65742,294$795,5470.29%
79PEAKSTONE REALTY TRUSTPKST45,693$761,7690.28%
80PEPSICO INCPEP4,472$757,7040.28%
81COSTCO WHSL CORP NEW22160K1051,323$747,2960.27%
82VANGUARD WORLD FD92191070910,663$746,7330.27%
83SPDR SER TR78464A65628,530$708,6940.26%
84DIMENSIONAL ETF TRUST25434V85617,683$703,2580.26%
85NETFLIX INCNFLX1,840$694,7840.25%
86SUNRUN INCRUN55,036$691,2520.25%
87CATERPILLAR INCCAT2,502$682,9710.25%
88ORACLE CORPORCL-PD6,405$678,4180.25%
89HESS CORPHESM4,377$669,6670.24%
90ABBOTT LABSABLZF6,612$640,3890.23%
91THERMO FISHER SCIENTIFIC INCTMO1,242$628,9610.23%
92QUALCOMM INCQCOM5,658$628,4220.23%
93SCHWAB CHARLES CORPSCHW-PJ11,050$606,6280.22%
94US BANCORP DELUSB-PS17,729$594,6210.22%
95PIONEER NAT RES CO7237871072,575$591,0690.22%
96COCA COLA COKO10,363$584,8550.21%
97UNION PAC CORPUNP2,808$571,8520.21%
98ISHARES INC4642865255,951$567,8040.21%
99COINBASE GLOBAL INCCOIN7,441$558,6700.20%
100CENTENE CORP DELCNC7,926$545,9430.20%
101ISHARES TR4642888282,205$544,8040.20%
102APPLIED MATLS INC0382221053,873$536,2130.20%
103SALESFORCE INCCRM2,634$534,1230.20%
104SPDR SER TR78464A3007,308$528,8880.19%
105DIMENSIONAL ETF TRUST25434V86411,325$525,2540.19%
106WISDOMTREE TRWT13,351$517,2080.19%
107UNITED PARCEL SERVICE INCUPS3,299$514,2440.19%
108MCDONALDS CORPMCD1,904$501,6620.18%
109SPDR SER TR78464A37515,683$493,3630.18%
110UNILEVER PLCUNLYF9,893$488,7050.18%
111PHILIP MORRIS INTL INC7181721095,156$484,4560.18%
112SHELL PLCRYDAF7,470$480,9490.18%
113BANK AMERICA CORP06050510417,479$478,5850.17%
114DISNEY WALT CO2546871065,897$477,9870.17%
115BRISTOL-MYERS SQUIBB COCELG-RI8,228$477,5650.17%
116WISDOMTREE TRWT18,451$475,4600.17%
117OCCIDENTAL PETE CORP6745991057,268$472,8130.17%
118INVESCO EXCHANGE TRADED FD TIVZ6,151$471,9090.17%
119ALBEMARLE CORPALB-PA2,728$464,9200.17%
120OVINTIV INCOVV9,693$461,0960.17%
121MARRIOTT INTL INC NEW5719032022,324$456,8290.17%
122FRANCO NEV CORPFNV3,286$438,6480.16%
123THE CIGNA GROUP1255231001,527$436,9060.16%
124SPDR SER TR78468R8123,585$432,6380.16%
125INTERNATIONAL FLAVORS&FRAGRA4595061016,023$415,4570.15%
126PHILLIPS 66PSX3,416$410,4580.15%
127WISDOMTREE TRWT10,946$410,2570.15%
128RTX CORPORATIONRTX5,689$409,4230.15%
129GLOBAL X FDS37960A64417,189$408,0670.15%
130LOWES COS INC5486611071,963$408,0240.15%
131GLADSTONE LD CORP37654910128,485$405,3430.15%
132ENBRIDGE INCENNPF12,071$400,6660.15%
133GALLAGHER ARTHUR J & CO3635761091,754$399,8460.15%
134MCKESSON CORPMCK913$397,6610.15%
135WILLIAMS COS INC96945710011,782$396,9330.14%
136AUTOMATIC DATA PROCESSING INADP1,637$395,7130.14%
137CANADIAN NAT RES LTD1363851015,949$387,6380.14%
138INTUITIVE SURGICAL INCISRG1,305$381,4380.14%
139INVESCO EXCHANGE TRADED FD TIVZ22,541$376,6640.14%
140ISHARES TR4642876141,402$373,6590.14%
141WISDOMTREE TRWT11,026$368,8220.13%
142GENERAL ELECTRIC CO3696043013,332$368,5660.13%
143GENERAL DYNAMICS CORPGD1,662$367,2940.13%
144TJX COS INC NEW8725401094,122$366,3200.13%
145MONDELEZ INTL INC6092071055,224$364,7420.13%
146ISHARES TR46434V6217,282$363,4570.13%
147J P MORGAN EXCHANGE TRADED F46641Q8527,963$362,2310.13%
148NOVARTIS AGNVSEF3,523$358,8610.13%
149DANAHER CORPORATION2358511021,441$357,4510.13%
150FREEPORT-MCMORAN INCFCX9,573$356,9590.13%
151VERTEX PHARMACEUTICALS INCVRTX1,021$355,0430.13%
152S&P GLOBAL INCSPGI952$347,9640.13%
153ISHARES TR4642885134,664$343,8170.13%
154INTUITINTU671$343,0480.13%
155ELEVANCE HEALTH INCELV777$338,3490.12%
156SHUTTERSTOCK INCSSTK8,772$333,7750.12%
157TOYOTA MOTOR CORPTOYOF1,851$332,6310.12%
158SPDR SER TR78464A2014,537$332,4150.12%
159ILLINOIS TOOL WKS INC4523081091,428$330,8140.12%
160LYONDELLBASELL INDUSTRIES NLYB3,434$325,1930.12%
161SEMPRASREA4,726$324,5350.12%
162ISHARES INC4642866814,280$323,3070.12%
163FAIR ISAAC CORPFICO372$323,0930.12%
164VERIZON COMMUNICATIONS INCVZ9,931$321,8590.12%
165ADVANCED MICRO DEVICES INCAMD3,116$320,3870.12%
166BOEING COBA-PA1,660$318,1890.12%
167OREILLY AUTOMOTIVE INC67103H107350$318,1010.12%
168EATON CORP PLCETN1,464$312,2320.11%
169HUNT J B TRANS SVCS INC4456581071,639$308,9050.11%
170FIRST TR EXCHANGE-TRADED FD33738R66210,131$304,4450.11%
171ISHARES TR46434V8606,000$304,4400.11%
172J P MORGAN EXCHANGE TRADED F46641Q7538,747$303,0010.11%
173OLD DOMINION FREIGHT LINE INODFL739$302,4130.11%
174WISDOMTREE TRWT11,304$296,8510.11%
175BOOKING HOLDINGS INCBKNG96$296,0590.11%
176WASTE MGMT INC DEL94106L1091,927$293,8030.11%
177AMPHENOL CORP NEW0320951013,457$291,0560.11%
178CME GROUP INCCME1,439$288,0610.11%
179SOFI TECHNOLOGIES INCSOFI35,876$286,6490.10%
180SCHLUMBERGER LTDSLB4,895$286,5560.10%
181NUVEEN AMT FREE MUN CR INC FNU27,599$285,7180.10%
182GSK PLCGLAXF7,567$276,6840.10%
183NUVEEN AMT FREE QLTY MUN INCNU28,395$275,8600.10%
184EQUINIX INCEQIX380$275,8570.10%
185NIKE INCNKE2,806$269,2630.10%
186MICRON TECHNOLOGY INCMU3,940$268,0400.10%
187STARBUCKS CORPSBUX2,934$267,7430.10%
188ZOETIS INCZTS1,539$267,7230.10%
189EOG RES INCEOG2,101$266,3370.10%
190CSX CORPCSX8,624$265,2010.10%
191SAP SESAPGF2,047$264,6810.10%
192PAYPAL HLDGS INCPYPL4,521$264,2980.10%
193PROGRESSIVE CORP7433151031,890$263,2670.10%
194VANGUARD WORLD FDS92204A702633$263,2000.10%
195ISHARES TR4642871502,752$260,4650.10%
196DIMENSIONAL ETF TRUST25434V7089,926$260,0590.09%
197AMERIPRISE FINL INC03076C106787$259,5610.09%
198VANGUARD SCOTTSDALE FDS92206C7064,475$255,7720.09%
199METLIFE INCMET-PF4,037$253,9440.09%
200ASTRAZENECA PLCAZN3,741$253,3420.09%
201SYNOPSYS INCSNPS546$250,6090.09%
202AMERICAN EXPRESS COAXP1,664$248,2360.09%
203MARSH & MCLENNAN COS INC5717481021,300$247,3590.09%
204REGENERON PHARMACEUTICALSREGN299$246,0650.09%
205VANGUARD INTL EQUITY INDEX F9220427422,620$244,1190.09%
206MOELIS & COMC5,397$243,5580.09%
207UBS GROUP AGUBS9,873$243,3730.09%
208ARISTA NETWORKS INCANET1,313$241,5000.09%
209HUMANA INCHUM495$241,4740.09%
210DEERE & CODE636$240,7500.09%
211PG&E CORPPCG-PX14,738$237,7240.09%
212ASML HOLDING N VASMLF401$236,0420.09%
213RAYMOND JAMES FINL INC7547301092,318$233,7880.09%
214ICICI BANK LIMITEDIBN10,111$233,7560.09%
215GOLDMAN SACHS GROUP INCGSCE716$231,7730.08%
216SYSCO CORPSYY3,489$230,4440.08%
217COPART INCCPRT5,335$229,8850.08%
218BECTON DICKINSON & COBDX888$229,4570.08%
219RANGE RES CORPRRC7,065$228,9770.08%
220ROBINHOOD MKTS INC77070010223,339$228,9560.08%
221CHUBB LIMITEDCB1,087$227,1570.08%
222VANGUARD WORLD FDS92204A3061,750$223,3110.08%
223KLA CORPKLAC486$222,8680.08%
224SUNCOR ENERGY INC NEWSU6,470$222,4450.08%
225BLACKROCK MUNIYIELD QUALITYBLK23,175$222,2570.08%
226FASTENAL COFAST4,064$222,0390.08%
227BLACKROCK MUNIVEST FD INCBLK36,450$221,6520.08%
228SELECT SECTOR SPDR TR81369Y8031,346$220,6500.08%
229VANGUARD INDEX FDS9229085532,853$218,2390.08%
230VANGUARD SCOTTSDALE FDS92206C1023,784$217,9580.08%
231TAKE-TWO INTERACTIVE SOFTWARTTWO1,537$215,7790.08%
232ALTRIA GROUP INCMO5,009$215,5730.08%
233PACCAR INCPCAR2,527$214,8560.08%
234ANALOG DEVICES INCADI1,213$212,4290.08%
235HSBC HLDGS PLCHBCYF5,363$211,6410.08%
236BP PLCBPPFF5,464$211,5760.08%
237KIMBERLY-CLARK CORPKMB1,730$211,0210.08%
238SOUTHERN COSOMN3,257$210,8130.08%
239MEDTRONIC PLCMDT2,652$209,6440.08%
240PROSHARES TR74348A4672,353$208,3580.08%
241UBER TECHNOLOGIES INCUBER4,528$208,2430.08%
242CHURCH & DWIGHT CO INCCHD2,234$204,7250.07%
243FACTSET RESH SYS INC303075105463$202,5070.07%
244HERSHEY COHSY1,008$201,5990.07%
245LPL FINL HLDGS INC50212V100847$201,2480.07%
246HILTON WORLDWIDE HLDGS INCHLT1,334$200,3400.07%
247INFOSYS LTDINFY11,647$199,2880.07%
248FEDERATED HERMES PREM MUNI IFHI18,672$179,5320.07%
249SUMITOMO MITSUI FINL GROUP I86562M20917,748$174,8180.06%
250FORD MTR CO DEL34537086011,251$139,7410.05%
251WARNER BROS DISCOVERY INCWBD12,529$136,0650.05%
252VALLEY NATL BANCORP91979410715,451$134,1930.05%
253BLACKROCK MUNIYIELD QUALITYBLK14,295$129,0120.05%
254MFS HIGH INCOME MUN TR59318D10441,112$128,2710.05%
255NUVEEN FLOATING RATE INCOME67072T10815,149$125,6920.05%
256ASE TECHNOLOGY HLDG CO LTDASX16,660$125,2800.05%
257MFS HIGH YIELD MUN TR59318E10239,200$122,6960.04%
258INVESCO ADVANTAGE MUN INCOMEIVZ16,399$121,5170.04%
259NUVEEN QUALITY MUNCP INCOMENU11,750$119,5920.04%
260BLACKROCK MUNIHOLDINGS QUALIBLK13,240$116,6310.04%
261DEUTSCHE BANK A GD1819089810,409$114,3920.04%
262WESTERN ASSET MUN PARTNERS F95766P10810,430$110,7980.04%
263UNITED MICROELECTRONICS CORPUMC14,190$100,1830.04%
264WIPRO LTDWIT19,429$94,0380.03%
265HALEON PLCHLNCF10,790$90,3960.03%
266INVESCO QUALITY MUN INCOME TIVZ10,386$87,1360.03%
267MFS MUN INCOME TR55273810618,600$84,6300.03%
268ICL GROUP LTDICL14,369$79,7460.03%
269LLOYDS BANKING GROUP PLCLLOBF36,810$78,4050.03%
270ENEL CHILE S.A.ENIC25,797$76,3580.03%
271SIRIUS XM HOLDINGS INCSIRI15,471$69,9310.03%
272OWLET INCOWLTW14,168$63,4730.02%
273NOMURA HLDGS INCNRSCF12,650$50,8520.02%
274NOKIA CORPNOKBF12,695$47,4810.02%
275BANCO BRADESCO S A05946030315,064$42,9870.02%
276LUMEN TECHNOLOGIES INCLUMN21,478$30,4980.01%
277OMNIQ CORPOMQS14,117$22,7280.01%
278SOCIETY PASS INCSOPA44,850$16,9980.01%