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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 2024 · Filed April 22, 2024 · Accession 0001754960-24-000166

Total Value
$356.9M
Positions
317
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (317)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720053,710$28.2M7.91%
2BERKSHIRE HATHAWAY INC DELBRK-A33$20.9M5.87%
3VANGUARD TAX-MANAGED FDS921943858353,311$17.7M4.97%
4VANGUARD INTL EQUITY INDEX F922042858251,900$10.5M2.95%
5APPLE INCAAPL60,163$10.3M2.89%
6MICROSOFT CORPMSFT23,917$10.1M2.82%
7BERKSHIRE HATHAWAY INC DELBRK-A20,462$8.6M2.41%
8VANGUARD INDEX FDS92290862932,649$8.2M2.29%
9VANGUARD INDEX FDS92290876927,202$7.1M1.98%
10ISHARES TR46434V878132,159$6.7M1.87%
11ISHARES TR46428867960,445$6.7M1.87%
12NVIDIA CORPORATIONNVDA7,219$6.5M1.83%
13INVESCO ACTIVELY MANAGED ETFIVZ129,961$6.5M1.82%
14ISHARES TR46429B267233,289$5.3M1.49%
15NCINO INCNCNO140,313$5.2M1.47%
16AMAZON COM INCAMZN28,127$5.1M1.42%
17DIMENSIONAL ETF TRUST25434V203149,383$4.5M1.26%
18FS KKR CAP CORPFSK226,531$4.5M1.26%
19SSGA ACTIVE ETF TR78467V60899,544$4.2M1.17%
20ALPHABET INCGOOG22,241$3.4M0.94%
21ISHARES TR46428780429,713$3.3M0.92%
22META PLATFORMS INCMETA6,311$3.1M0.86%
23ACCENTURE PLC IRELANDACN8,359$2.9M0.81%
24VANGUARD SCOTTSDALE FDS92206C87034,961$2.8M0.79%
25ALPHABET INCGOOG17,611$2.7M0.75%
26GOLDMAN SACHS ETF TRNVGLF69,215$2.4M0.67%
27GOLDMAN SACHS ETF TRNVGLF38,374$2.2M0.61%
28BLOCK INCBSQKZ25,644$2.2M0.61%
29EXXON MOBIL CORPXOM17,852$2.1M0.58%
30JPMORGAN CHASE & COVYLD9,865$2.0M0.55%
31VANGUARD MUN BD FDS92290774638,644$2.0M0.55%
32INVESCO EXCH TRADED FD TR IIIVZ99,476$1.9M0.54%
33UNITEDHEALTH GROUP INCUNH3,877$1.9M0.54%
34VANGUARD INDEX FDS9229083633,972$1.9M0.53%
35CONOCOPHILLIPSCOP14,635$1.9M0.52%
36DIMENSIONAL ETF TRUST25434V68253,470$1.7M0.48%
37ELI LILLY & COLLY2,180$1.7M0.48%
38ISHARES TR46435G34269,257$1.6M0.45%
39VANGUARD WHITEHALL FDS92194679423,151$1.6M0.45%
40TAIWAN SEMICONDUCTOR MFG LTD87403910011,464$1.6M0.44%
41VANGUARD BD INDEX FDS92193782720,105$1.5M0.43%
42JOHNSON & JOHNSONJNJ9,625$1.5M0.43%
43VANECK ETF TRUST92189F452128,593$1.5M0.42%
44BROADCOM INCAVGO1,121$1.5M0.42%
45PGIM ETF TR69344A10729,055$1.4M0.40%
46HOME DEPOT INCHD3,754$1.4M0.40%
47J P MORGAN EXCHANGE TRADED F46641Q75334,517$1.4M0.40%
48DIMENSIONAL ETF TRUST25434V40124,530$1.4M0.39%
49DIMENSIONAL ETF TRUST25434V76550,448$1.4M0.38%
50ISHARES TR46434V62123,040$1.3M0.37%
51VISA INCV4,753$1.3M0.37%
52WELLS FARGO CO NEW94974610122,786$1.3M0.37%
53ISHARES TR4642876143,905$1.3M0.37%
54INVESCO EXCH TRADED FD TR IIIVZ26,126$1.3M0.36%
55ISHARES TR46428744013,194$1.2M0.35%
56PROCTER AND GAMBLE CO7427181097,618$1.2M0.35%
57SPDR SER TR78464A50824,593$1.2M0.35%
58NOVO-NORDISK A SNONOF9,490$1.2M0.34%
59WISDOMTREE TRWT41,583$1.2M0.34%
60THERMO FISHER SCIENTIFIC INCTMO2,105$1.2M0.34%
61MASTERCARD INCORPORATEDMA2,522$1.2M0.34%
62ISHARES TR46428851315,377$1.2M0.33%
63SPDR SER TR78464A40915,750$1.2M0.32%
64WISDOMTREE TRWT26,429$1.1M0.31%
65TESLA INCTSLA6,226$1.1M0.31%
66SPDR INDEX SHS FDS78463X88930,533$1.1M0.31%
67MERCK & CO INCMRK8,228$1.1M0.31%
68CHEVRON CORP NEWCVX6,693$1.1M0.30%
69ISHARES INC46428668111,592$1.1M0.30%
70ABBVIE INCABBV5,526$1.0M0.28%
71CATERPILLAR INCCAT2,736$1.0M0.28%
72VANECK ETF TRUST92189F10631,545$997,4370.28%
73QUALCOMM INCQCOM5,870$993,7850.28%
74VALERO ENERGY CORPVLO5,797$989,5640.28%
75VANGUARD WELLINGTON FD9219355086,423$971,6340.27%
76WALMART INCWMT16,011$966,7100.27%
77HONEYWELL INTL INC4385161064,640$952,4000.27%
78NETFLIX INCNFLX1,560$947,4940.27%
79SPDR SER TR78464A82110,646$929,3010.26%
80COSTCO WHSL CORP NEW22160K1051,240$908,4710.25%
81ISHARES TR46428745710,668$872,4290.24%
82WISDOMTREE TRWT18,979$871,9090.24%
83CISCO SYS INCCSCO16,897$843,3540.24%
84APPLIED MATLS INC0382221054,013$827,6780.23%
85ADVANCED MICRO DEVICES INCAMD4,550$821,2650.23%
86ORACLE CORPORCL-PD6,289$789,9670.22%
87SPDR SER TR78464A83910,334$785,4070.22%
88PEPSICO INCPEP4,444$783,6950.22%
89SALESFORCE INCCRM2,536$764,7420.21%
90DEERE & CODE1,810$746,1250.21%
91INVESCO EXCH TRADED FD TR IIIVZ34,701$733,9240.21%
92DISNEY WALT CO2546871065,985$732,3830.21%
93ABBOTT LABSABLZF6,426$730,3410.20%
94BANK AMERICA CORP06050510419,179$727,2610.20%
95US BANCORP DELUSB-PS16,044$725,0210.20%
96ADOBE INCADBE1,434$723,6340.20%
97ARCHER DANIELS MIDLAND COADM11,213$704,2610.20%
98PIONEER NAT RES CO7237871072,655$696,8560.20%
99HESS CORPHESM4,527$691,0660.19%
100PEAKSTONE REALTY TRUSTPKST42,703$689,0330.19%
101SCHWAB CHARLES CORPSCHW-PJ9,290$672,0080.19%
102UNION PAC CORPUNP2,680$659,0380.18%
103VANGUARD WORLD FD9219107098,484$649,8530.18%
104INVESCO QQQ TRIVZ1,447$643,2070.18%
105J P MORGAN EXCHANGE TRADED F46641Q83712,548$633,0290.18%
106MARRIOTT INTL INC NEW5719032022,459$620,4470.17%
107ISHARES TR46432F3393,716$610,7430.17%
108ISHARES TR46428882811,026$601,3550.17%
109DIMENSIONAL ETF TRUST25434V82326,833$600,2450.17%
110COCA COLA COKO9,673$596,5100.17%
111RTX CORPORATIONRTX6,062$591,1880.17%
112DIMENSIONAL ETF TRUST25434V30223,856$589,7190.17%
113SERVICENOW INCNOW759$578,6620.16%
114ISHARES TR46428852110,727$577,1070.16%
115WISDOMTREE TRWT19,774$559,4510.16%
116LATTICE SEMICONDUCTOR CORPLSCC7,144$558,8470.16%
117THE CIGNA GROUP1255231001,487$540,1770.15%
118MCDONALDS CORPMCD1,907$537,7930.15%
119PHILLIPS 66PSX3,283$536,1810.15%
120MICRON TECHNOLOGY INCMU4,534$535,0020.15%
121FAIR ISAAC CORPFICO428$534,8330.15%
122DIMENSIONAL ETF TRUST25434V86411,325$532,7280.15%
123GLOBAL X FDS37954Y65726,225$528,6880.15%
124SPDR SER TR78468R8123,585$522,0840.15%
125BLACKROCK INCBLK621$517,6920.15%
126INVESCO EXCHANGE TRADED FD TIVZ6,165$512,1480.14%
127MCKESSON CORPMCK951$511,3520.14%
128SUNRUN INCRUN38,503$507,4700.14%
129DIAGEO PLCDGEAF3,342$502,5810.14%
130OVINTIV INCOVV9,653$500,9660.14%
131TOYOTA MOTOR CORPTOYOF1,981$498,5100.14%
132WISDOMTREE TRWT12,742$495,5500.14%
133INVESCO EXCHANGE TRADED FD TIVZ26,651$494,1140.14%
134DIMENSIONAL ETF TRUST25434V87211,693$490,5070.14%
135DIMENSIONAL ETF TRUST25434V85611,891$490,4840.14%
136INTUITIVE SURGICAL INCISRG1,221$487,3380.14%
137OCCIDENTAL PETE CORP6745991057,400$482,5440.14%
138FIRST TR EXCHANGE-TRADED FD33738R66213,681$478,6450.13%
139UNITED PARCEL SERVICE INCUPS3,213$477,6200.13%
140ISHARES TR4642877213,535$477,4370.13%
141INTERNATIONAL FLAVORS&FRAGRA4595061015,510$476,0090.13%
142GALLAGHER ARTHUR J & CO3635761091,901$475,2800.13%
143SHELL PLCRYDAF7,057$473,1230.13%
144LOWES COS INC5486611071,853$471,9950.13%
145CANADIAN NAT RES LTD1363851016,118$471,6260.13%
146INTUITINTU725$471,4240.13%
147BRISTOL-MYERS SQUIBB COCELG-RI8,575$465,0180.13%
148FREEPORT-MCMORAN INCFCX9,731$457,5430.13%
149ELEVANCE HEALTH INCELV882$457,1020.13%
150VERIZON COMMUNICATIONS INCVZ10,787$452,6390.13%
151VERTEX PHARMACEUTICALS INCVRTX1,079$450,8490.13%
152FRANKLIN TEMPLETON ETF TRFGDL18,353$449,5570.13%
153PFIZER INCPFE15,671$434,8610.12%
154GENERAL DYNAMICS CORPGD1,536$433,8280.12%
155S&P GLOBAL INCSPGI1,013$431,1180.12%
156ARISTA NETWORKS INCANET1,482$429,7720.12%
157ASML HOLDING N VASMLF443$429,4670.12%
158AMPHENOL CORP NEW0320951013,709$428,6620.12%
159SPDR S&P 500 ETF TRSPY814$427,3180.12%
160PROGRESSIVE CORP7433151032,023$418,4280.12%
161WASTE MGMT INC DEL94106L1091,946$414,7520.12%
162SAP SESAPGF2,096$408,7270.11%
163GENERAL ELECTRIC CO3696043012,328$408,5890.11%
164TRAVELERS COMPANIES INCTRV1,723$396,6170.11%
165DANAHER CORPORATION2358511021,574$393,5100.11%
166MONDELEZ INTL INC6092071055,568$392,0940.11%
167AMERIPRISE FINL INC03076C106882$386,4850.11%
168PHILIP MORRIS INTL INC7181721094,189$386,0110.11%
169ILLINOIS TOOL WKS INC4523081091,415$381,5990.11%
170EATON CORP PLCETN1,212$379,1160.11%
171AUTOMATIC DATA PROCESSING INADP1,497$375,8990.11%
172KLA CORPKLAC532$371,8720.10%
173GOLD ROYALTY CORPGROY-WT21,836$363,3510.10%
174UBER TECHNOLOGIES INCUBER4,712$362,7530.10%
175OLD DOMINION FREIGHT LINE INODFL1,648$361,3150.10%
176FASTENAL COFAST4,660$359,4880.10%
177SPDR SER TR78464A65613,919$356,5980.10%
178AT&T INCT-PC19,845$349,2750.10%
179PACCAR INCPCAR2,811$348,2680.10%
180GOLDMAN SACHS GROUP INCGSCE830$346,8240.10%
181EQUINIX INCEQIX418$345,2890.10%
182TJX COS INC NEW8725401093,395$344,3430.10%
183HUNT J B TRANS SVCS INC4456581071,723$343,2740.10%
184PARKER-HANNIFIN CORPPH617$343,0870.10%
185SYNOPSYS INCSNPS591$337,7710.09%
186VANGUARD WORLD FD92204A702634$332,2050.09%
187BOOKING HOLDINGS INCBKNG91$330,3950.09%
188UBS GROUP AGUBS10,751$330,2830.09%
189RAYMOND JAMES FINL INC7547301092,552$328,8610.09%
190CVS HEALTH CORPCVS4,069$324,5760.09%
191FERRARI N VRACE744$324,4370.09%
192CSX CORPCSX8,697$322,4120.09%
193NIKE INCNKE3,397$320,5820.09%
194TORONTO DOMINION BK ONTTORO5,247$316,8410.09%
195REGENERON PHARMACEUTICALSREGN324$311,8470.09%
196CANADIAN NATL RY CO1363751022,359$310,6780.09%
197SPDR SER TR78464A3003,715$308,2310.09%
198AMERICAN EXPRESS COAXP1,337$304,3990.09%
199ANTERO RESOURCES CORPAR10,460$303,3400.08%
200METLIFE INCMET-PF4,076$302,0680.08%
201UNILEVER PLCUNLYF6,013$301,7730.08%
202OREILLY AUTOMOTIVE INC67103H107265$299,1530.08%
203CHUBB LIMITEDCB1,142$296,8920.08%
204CINTAS CORPCTAS432$296,8900.08%
205SPDR SER TR78464A3759,053$295,9580.08%
206COPART INCCPRT5,106$295,7160.08%
207ISHARES TR4642871502,546$293,5550.08%
208CADENCE DESIGN SYSTEM INCCDNS940$292,6030.08%
209GENERAL MLS INC3703341044,149$290,3080.08%
210BOEING COBA-PA1,501$289,6970.08%
211CME GROUP INCCME1,345$289,5980.08%
212PAYPAL HLDGS INCPYPL4,245$284,3730.08%
213PIMCO ETF TR72201R8332,811$282,6290.08%
214AMERICAN INTL GROUP INC0268747843,614$282,5450.08%
215FRANCO NEV CORPFNV2,349$279,9070.08%
216SELECT SECTOR SPDR TR81369Y8031,342$279,4980.08%
217RANGE RES CORPRRC8,109$279,1930.08%
218ICICI BANK LIMITEDIBN10,406$274,8100.08%
219MARSH & MCLENNAN COS INC5717481021,333$274,6590.08%
220EOG RES INCEOG2,120$271,0730.08%
221HILTON WORLDWIDE HLDGS INCHLT1,268$270,4770.08%
222DIMENSIONAL ETF TRUST25434V5008,419$268,9720.08%
223ROYAL BK CDA7800871022,664$268,7930.08%
224MOTOROLA SOLUTIONS INCMSI754$268,2760.08%
225J P MORGAN EXCHANGE TRADED F46641Q8525,489$261,4060.07%
226MARTIN MARIETTA MATLS INC573284106423$259,9720.07%
227ASTRAZENECA PLCAZN3,832$259,6180.07%
228SCHLUMBERGER LTDSLB4,689$258,3390.07%
229SOFI TECHNOLOGIES INCSOFI35,276$257,5110.07%
230CAPITAL ONE FINL CORP14040H1051,721$256,2700.07%
231VANGUARD INTL EQUITY INDEX F9220427182,190$255,8800.07%
232AUTOZONE INCAZO81$255,2840.07%
233ZIONS BANCORPORATION N A9897011075,877$255,0510.07%
234NUVEEN QUALITY MUNCP INCOMENU21,950$252,6880.07%
235SOUTHERN COPPER CORPSCCO2,365$251,9600.07%
236VANGUARD SCOTTSDALE FDS92206C7064,271$250,0740.07%
237HSBC HLDGS PLCHBCYF6,091$249,0120.07%
238SOUTHERN COSOMN3,459$248,1740.07%
239ZOETIS INCZTS1,462$247,3600.07%
240KIMBERLY-CLARK CORPKMB1,889$246,6680.07%
241ANALOG DEVICES INCADI1,246$246,4550.07%
242FERGUSON PLC NEWG3421J1061,120$245,4960.07%
243LPL FINL HLDGS INC50212V100929$245,4890.07%
244BLACKROCK MUNIVEST FD INCBLK34,450$244,2510.07%
245LAM RESEARCH CORPLRCX251$243,9190.07%
246BLACKROCK MUNIYIELD QUALITYBLK21,141$243,6740.07%
247CHURCH & DWIGHT CO INCCHD2,328$242,7880.07%
248DIAMONDBACK ENERGY INCFANG1,220$241,7940.07%
249NEXTERA ENERGY INCNEE-PW3,771$241,0040.07%
250CORTEVA INCCTVA4,177$240,8980.07%
251PALO ALTO NETWORKS INCPANW846$240,3810.07%
252SUMITOMO MITSUI FINL GROUP I86562M20920,416$240,2990.07%
253HARROW INCHROW18,117$239,6880.07%
254ENBRIDGE INCENNPF6,621$239,5420.07%
255PROSHARES TR74348A4672,353$238,6180.07%
256TAKE-TWO INTERACTIVE SOFTWARTTWO1,606$238,4750.07%
257NUVEEN MUNICIPAL CREDIT INCNU19,385$238,0290.07%
258NUVEEN AMT FREE MUN CR INC FNU19,464$237,6060.07%
259DUPONT DE NEMOURS INCDD3,091$237,0080.07%
260VULCAN MATLS CO929160109866$236,2700.07%
261VANGUARD INDEX FDS9229085532,703$233,7890.07%
262CORPAY INCCPAY754$232,6390.07%
263STARBUCKS CORPSBUX2,544$232,4590.07%
264PG&E CORPPCG-PX13,852$232,2910.07%
265J P MORGAN EXCHANGE TRADED F46641Q7614,386$231,8880.06%
266VANGUARD WORLD FD92204A3061,750$230,4750.06%
267HARTFORD FINL SVCS GROUP INCHIG-PG2,212$229,0120.06%
268NORTHROP GRUMMAN CORPNOC478$228,9110.06%
269STRYKER CORPORATIONSYK634$227,5160.06%
270NXP SEMICONDUCTORS N VNXPI914$227,4100.06%
271ROSS STORES INCROST1,540$226,0450.06%
272CHECK POINT SOFTWARE TECH LTM224651041,376$225,6780.06%
273SUNCOR ENERGY INC NEWSU6,111$225,5410.06%
274KKR & CO INCKKRT2,239$225,1610.06%
275UNITED RENTALS INCURI310$223,8900.06%
276JAMES HARDIE INDS PLC47030M1065,409$218,8350.06%
277CHUNGHWA TELECOM CO LTDCHT5,569$217,9520.06%
278INTERCONTINENTAL EXCHANGE IN45866F1041,565$215,1150.06%
279BP PLCBPPFF5,708$215,0910.06%
280UNIVERSAL HLTH SVCS INC9139031001,176$214,6360.06%
281FACTSET RESH SYS INC303075105469$212,9710.06%
282INFOSYS LTDINFY11,827$212,0490.06%
283NVR INCNVR26$210,5990.06%
284ULTA BEAUTY INCULTA403$210,4790.06%
285VANGUARD INTL EQUITY INDEX F9220427421,886$208,3670.06%
286TARGET CORPTGT1,161$205,7230.06%
287ONEOK INC NEWOKE2,560$205,2490.06%
288RELX PLCRLXXF4,733$204,8790.06%
289ISHARES TR4642875152,375$202,5160.06%
290SPDR SER TR78464A2012,299$200,5520.06%
291DEUTSCHE BANK A GD1819089812,024$189,6140.05%
292ING GROEP N.V.INGVF10,891$179,5910.05%
293NUVEEN AMT FREE QLTY MUN INCNU16,065$178,6530.05%
294ASE TECHNOLOGY HLDG CO LTDASX15,493$170,2640.05%
295FORD MTR CO DEL34537086011,950$158,6920.04%
296BLACKROCK MUNIYIELD QUALITYBLK14,295$150,9410.04%
297KRANESHARES TRUST50076747010,000$145,5000.04%
298NUVEEN FLOATING RATE INCOME67072T10815,446$136,1670.04%
299BLACKROCK MUNIHOLDINGS QUALIBLK13,240$135,3790.04%
300WESTERN ASSET MANAGED MUNS F95766M10512,232$128,4910.04%
301MACATAWA BK CORP55422510212,609$123,4440.03%
302UNITED MICROELECTRONICS CORPUMC15,044$121,7080.03%
303HOPE BANCORP INCHOPE10,112$116,3940.03%
304MFS MUN INCOME TR55273810621,600$115,9920.03%
305MFS HIGH YIELD MUN TR59318E10234,000$113,2200.03%
306WIPRO LTDWIT18,150$104,3610.03%
307ICL GROUP LTDICL18,853$101,4280.03%
308LLOYDS BANKING GROUP PLCLLOBF37,556$97,2690.03%
309KOREA ELEC PWR CORP50063110610,657$88,7730.02%
310ENEL CHILE S.A.ENIC28,543$87,0570.02%
311MFS HIGH INCOME MUN TR59318D10423,450$85,1240.02%
312NOMURA HLDGS INCNRSCF12,546$80,5460.02%
313PURECYCLE TECHNOLOGIES INCPCTTW12,500$77,7500.02%
314SIRIUS XM HOLDINGS INCSIRI19,614$76,1040.02%
315NOKIA CORPNOKBF13,603$48,1550.01%
316BANCO BRADESCO S A05946030315,967$45,7260.01%
317SOCIETY PASS INCSOPA44,850$6,9970.00%