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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 Q2 2024 · Filed August 1, 2024 · Accession 0001754960-24-000370

Total Value
$370.7M
Positions
320
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (320)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720058,322$31.9M8.61%
2BERKSHIRE HATHAWAY INC DELBRK-A33$20.2M5.45%
3VANGUARD TAX-MANAGED FDS921943858375,839$18.6M5.01%
4APPLE INCAAPL62,811$13.2M3.57%
5VANGUARD INTL EQUITY INDEX F922042858271,550$11.9M3.21%
6MICROSOFT CORPMSFT24,459$10.9M2.95%
7NVIDIA CORPORATIONNVDA73,986$9.1M2.47%
8VANGUARD INDEX FDS92290862935,385$8.6M2.32%
9BERKSHIRE HATHAWAY INC DELBRK-A20,464$8.3M2.25%
10ISHARES TR46434V878131,513$6.6M1.79%
11ISHARES TR46428867959,890$6.6M1.79%
12POWERSHARES ACTIVELY MANAGEDIVZ128,640$6.4M1.73%
13ISHARES TR46429B267254,248$5.7M1.55%
14AMAZON COM INCAMZN28,618$5.5M1.49%
15DIMENSIONAL ETF TRUST25434V203159,274$4.7M1.27%
16SSGA ACTIVE ETF TR78467V608112,615$4.7M1.27%
17FS KKR CAP CORPFSK219,788$4.5M1.21%
18NCINO INCNCNO134,821$4.2M1.14%
19VANGUARD INDEX FDS92290876915,777$4.2M1.14%
20ALPHABET INCGOOG22,850$4.2M1.12%
21META PLATFORMS INCMETA6,910$3.5M0.94%
22ISHARES TR46428780432,507$3.5M0.94%
23VANGUARD SCOTTSDALE FDS92206C87042,240$3.4M0.91%
24ALPHABET INCGOOG18,305$3.4M0.91%
25EXXON MOBIL CORPXOM27,254$3.1M0.85%
26GOLDMAN SACHS ETF TRNVGLF76,125$2.6M0.69%
27ACCENTURE PLC IRELANDACN8,321$2.5M0.68%
28GOLDMAN SACHS ETF TRNVGLF42,255$2.4M0.64%
29ISHARES TR46436E71821,872$2.2M0.59%
30UNITEDHEALTH GROUP INCUNH4,087$2.1M0.56%
31ELI LILLY & COLLY2,242$2.0M0.55%
32JPMORGAN CHASE & CO.VYLD9,871$2.0M0.54%
33VANGUARD INDEX FDS9229083633,950$2.0M0.53%
34DIMENSIONAL ETF TRUST25434V68258,776$2.0M0.53%
35VANGUARD MUN BD FDS92290774637,366$1.9M0.51%
36VANECK ETF TRUST92189F452166,503$1.9M0.50%
37BROADCOM INCAVGO1,144$1.8M0.50%
38VANGUARD WHITEHALL FDS92194679425,069$1.7M0.46%
39TAIWAN SEMICONDUCTOR MFG LTD8740391009,841$1.7M0.46%
40CONOCOPHILLIPSCOP14,980$1.7M0.46%
41BLOCK INCBSQKZ26,368$1.7M0.46%
42J P MORGAN EXCHANGE TRADED F46641Q75339,538$1.6M0.44%
43ISHARES TR46434V62126,024$1.5M0.40%
44ISHARES TR4642876144,067$1.5M0.40%
45TESLA INCTSLA7,419$1.5M0.40%
46DIMENSIONAL ETF TRUST25434V76555,496$1.5M0.39%
47JOHNSON & JOHNSONJNJ9,913$1.4M0.39%
48INVESCO EXCH TRADED FD TR IIIVZ71,401$1.4M0.39%
49INVESCO EXCH TRADED FD TR IIIVZ28,737$1.4M0.38%
50WISDOMTREE TRWT44,956$1.4M0.37%
51ISHARES TR46428851317,718$1.4M0.37%
52WELLS FARGO CO NEW94974610122,768$1.4M0.36%
53NOVO-NORDISK A SNONOF9,438$1.3M0.36%
54DIMENSIONAL ETF TRUST25434V40122,773$1.3M0.36%
55HOME DEPOT INCHD3,817$1.3M0.35%
56PROCTER AND GAMBLE CO7427181097,840$1.3M0.35%
57SPDR SER TR78464A40916,047$1.3M0.35%
58SPDR SER TR78464A50825,168$1.2M0.33%
59WISDOMTREE TRWT27,863$1.2M0.33%
60VISA INCV4,518$1.2M0.32%
61THERMO FISHER SCIENTIFIC INCTMO2,123$1.2M0.32%
62MERCK & CO INCMRK9,376$1.2M0.31%
63CHEVRON CORP NEWCVX7,432$1.2M0.31%
64VANGUARD WELLINGTON FD9219355087,565$1.1M0.31%
65VANGUARD WORLD FD92191070915,484$1.1M0.31%
66MASTERCARD INCORPORATEDMA2,569$1.1M0.31%
67SPDR INDEX SHS FDS78463X88931,770$1.1M0.30%
68WALMART INCWMT16,344$1.1M0.30%
69COSTCO WHSL CORP NEW22160K1051,234$1.0M0.28%
70HONEYWELL INTL INC4385161064,905$1.0M0.28%
71NETFLIX INCNFLX1,528$1.0M0.28%
72ISHARES INC46428668111,636$1.0M0.28%
73APPLIED MATLS INC0382221054,088$964,7550.26%
74WISDOMTREE TRWT21,052$959,7540.26%
75NIKE INCNKE12,714$959,2860.26%
76ABBVIE INCABBV5,513$945,6200.26%
77CATERPILLAR INCCAT2,805$934,3000.25%
78ORACLE CORPORCL-PD6,615$934,1080.25%
79VALERO ENERGY CORPVLO5,880$921,7500.25%
80MICRON TECHNOLOGY INCMU6,776$891,2880.24%
81QUALCOMM INCQCOM4,359$868,1960.23%
82PGIM ETF TR69344A10717,294$859,5010.23%
83SPDR SER TR78464A82110,129$851,4770.23%
84CONSTELLATION ENERGY CORPCEG4,232$847,4710.23%
85CISCO SYS INCCSCO17,515$832,1480.22%
86STARBUCKS CORPSBUX10,404$809,9390.22%
87ADOBE INCADBE1,443$801,6850.22%
88PEPSICO INCPEP4,711$776,9170.21%
89BANK AMERICA CORP06050510419,306$767,8110.21%
90ADVANCED MICRO DEVICES INCAMD4,704$763,0680.21%
91ISHARES TR46435G34233,651$745,7100.20%
92SPDR SER TR78464A83910,095$736,3310.20%
93INVESCO QQQ TRIVZ1,504$721,9520.19%
94ISHARES TR46432F3394,074$695,7480.19%
95DEERE & CODE1,851$694,2900.19%
96SCHWAB CHARLES CORPSCHW-PJ9,338$688,1070.19%
97HESS CORPHESM4,599$678,3790.18%
98ISHARES TR4642874578,273$675,4900.18%
99ABBOTT LABSABLZF6,426$667,6830.18%
100FAIR ISAAC CORPFICO447$665,4310.18%
101SALESFORCE INCCRM2,586$664,8340.18%
102US BANCORP DELUSB-PS15,997$642,9070.17%
103WISDOMTREE TRWT21,720$639,8750.17%
104NUTRIEN LTDNTR12,295$632,5780.17%
105COCA COLA COKO9,824$630,0730.17%
106RTX CORPORATIONRTX6,268$629,2900.17%
107HARROW INCHROW29,551$617,3200.17%
108MARRIOTT INTL INC NEW5719032022,501$604,7330.16%
109UNION PAC CORPUNP2,672$604,6320.16%
110SERVICENOW INCNOW758$596,2960.16%
111ISHARES TR46428882811,026$577,9800.16%
112PFIZER INCPFE20,596$576,2790.16%
113MCKESSON CORPMCK978$571,6220.15%
114DISNEY WALT CO2546871065,746$570,5260.15%
115OCCIDENTAL PETE CORP6745991058,834$559,2520.15%
116INTUITIVE SURGICAL INCISRG1,257$559,2310.15%
117PHILLIPS 66PSX3,945$556,8660.15%
118ISHARES TR46428852110,325$553,0250.15%
119J P MORGAN EXCHANGE TRADED F46641Q83710,891$549,6840.15%
120WISDOMTREE TRWT14,013$547,6190.15%
121ARISTA NETWORKS INCANET1,538$539,0640.15%
122DIMENSIONAL ETF TRUST25434V30220,716$535,9220.14%
123ISHARES TR4642877213,535$532,0180.14%
124SPDR SER TR78468R8123,585$528,6050.14%
125DIMENSIONAL ETF TRUST25434V82323,654$522,7530.14%
126FIRST TR EXCHANGE-TRADED FD33738R66215,161$518,5050.14%
127INVESCO EXCHANGE TRADED FD TIVZ28,893$517,7640.14%
128VERTEX PHARMACEUTICALS INCVRTX1,101$515,8550.14%
129AMPHENOL CORP NEW0320951017,524$507,7370.14%
130GALLAGHER ARTHUR J & CO3635761091,955$506,9090.14%
131SHELL PLCRYDAF6,989$504,4360.14%
132THE CIGNA GROUP1255231001,524$503,8760.14%
133BLACKROCK INCBLK637$501,5480.14%
134INVESCO EXCHANGE TRADED FD TIVZ6,185$498,6900.13%
135ELEVANCE HEALTH INCELV912$493,9150.13%
136INTUITINTU750$492,6700.13%
137SUNRUN INCRUN41,443$491,5140.13%
138FREEPORT-MCMORAN INCFCX9,855$478,9490.13%
139OVINTIV INCOVV10,058$471,4120.13%
140MCDONALDS CORPMCD1,831$466,5460.13%
141S&P GLOBAL INCSPGI1,042$464,7690.13%
142PEAKSTONE REALTY TRUSTPKST42,476$459,8010.12%
143ASML HOLDING N VASMLF447$457,0900.12%
144KLA CORPKLAC550$453,2280.12%
145VERIZON COMMUNICATIONS INCVZ10,975$452,6280.12%
146SPDR S&P 500 ETF TRSPY822$448,6880.12%
147GENERAL DYNAMICS CORPGD1,546$448,6470.12%
148ISHARES TR4642874404,780$447,6500.12%
149DIMENSIONAL ETF TRUST25434V87210,578$439,3950.12%
150CANADIAN NAT RES LTD13638510112,197$438,9510.12%
151DIMENSIONAL ETF TRUST25434V85610,691$436,5820.12%
152PROGRESSIVE CORP7433151032,092$434,4270.12%
153WASTE MGMT INC DEL94106L1092,002$427,0080.12%
154SAP SESAPGF2,111$425,8970.11%
155LOWES COS INC5486611071,894$417,5070.11%
156DIAGEO PLCDGEAF3,285$414,1400.11%
157DANAHER CORPORATION2358511021,633$408,3710.11%
158UNITED PARCEL SERVICE INCUPS2,978$407,5260.11%
159TOYOTA MOTOR CORPTOYOF1,969$403,5750.11%
160AUTOMATIC DATA PROCESSING INADP1,661$398,6800.11%
161GLOBAL X FDS37954Y65720,165$396,8540.11%
162EATON CORP PLCETN1,259$394,6690.11%
163GOLDMAN SACHS GROUP INCGSCE863$390,4000.11%
164AMERIPRISE FINL INC03076C106909$388,1400.10%
165TJX COS INC NEW8725401093,499$385,2950.10%
166GE AEROSPACE3696043012,378$378,0590.10%
167VANGUARD WORLD FD92204A702650$375,0300.10%
168NEXTERA ENERGY INCNEE-PW5,187$367,3090.10%
169TRAVELERS COMPANIES INCTRV1,771$360,0370.10%
170SYNOPSYS INCSNPS604$359,4310.10%
171AT&T INCT-PC18,755$358,4100.10%
172MONDELEZ INTL INC6092071055,440$358,3270.10%
173FRANCO NEV CORPFNV2,999$355,4410.10%
174UBER TECHNOLOGIES INCUBER4,831$351,0940.09%
175REGENERON PHARMACEUTICALSREGN332$348,9420.09%
176ILLINOIS TOOL WKS INC4523081091,449$345,4730.09%
177BOOKING HOLDINGS INCBKNG87$345,2130.09%
178ANTERO RESOURCES CORPAR10,465$341,4730.09%
179BOEING COBA-PA1,876$341,4690.09%
180ASTRAZENECA PLCAZN4,232$330,0530.09%
181UBS GROUP AGUBS11,100$327,9060.09%
182RAYMOND JAMES FINL INC7547301092,606$322,1440.09%
183AMERICAN EXPRESS COAXP1,374$318,0830.09%
184PARKER-HANNIFIN CORPPH627$317,1610.09%
185UNILEVER PLCUNLYF5,767$317,1020.09%
186EQUINIX INCEQIX418$316,3140.09%
187CINTAS CORPCTAS448$314,0320.08%
188FERRARI N VRACE763$311,7620.08%
189ICICI BANK LIMITEDIBN10,629$306,2080.08%
190SELECT SECTOR SPDR TR81369Y8031,342$303,6010.08%
191ISHARES TR4642871502,552$303,0870.08%
192SOUTHERN COSOMN3,907$303,0650.08%
193CHUBB LIMITEDCB1,183$302,9200.08%
194PALO ALTO NETWORKS INCPANW890$301,7270.08%
195MOTOROLA SOLUTIONS INCMSI778$301,2900.08%
196ANALOG DEVICES INCADI1,320$301,2790.08%
197PACCAR INCPCAR2,887$297,2030.08%
198METLIFE INCMET-PF4,217$296,0130.08%
199CADENCE DESIGN SYSTEM INCCDNS958$294,8250.08%
200OLD DOMINION FREIGHT LINE INODFL1,657$292,6850.08%
201KIMBERLY-CLARK CORPKMB2,095$292,0350.08%
202MARSH & MCLENNAN COS INC5717481021,382$291,2410.08%
203FASTENAL COFAST4,590$288,4050.08%
204TORONTO DOMINION BK ONTTORO5,245$288,2480.08%
205ROYAL BK CDA7800871022,707$287,9640.08%
206COPART INCCPRT5,288$286,3760.08%
207CSX CORPCSX8,543$285,7650.08%
208HILTON WORLDWIDE HLDGS INCHLT1,308$285,4060.08%
209SPDR SER TR78464A3003,644$285,3810.08%
210OREILLY AUTOMOTIVE INC67103H107270$285,1360.08%
211EOG RES INCEOG2,259$284,3290.08%
212CANADIAN NATL RY CO1363751022,385$281,7240.08%
213PIMCO ETF TR72201R8332,781$279,8970.08%
214SCHLUMBERGER LTDSLB5,893$279,6590.08%
215SUMITOMO MITSUI FINL GROUP I86562M20920,838$279,4400.08%
216HUNT J B TRANS SVCS INC4456581071,737$277,9840.07%
217HSBC HLDGS PLCHBCYF6,364$276,8240.07%
218AMERICAN INTL GROUP INC0268747843,722$276,2840.07%
219LAM RESEARCH CORPLRCX259$276,0480.07%
220BRISTOL-MYERS SQUIBB COCELG-RI6,636$275,5800.07%
221ENBRIDGE INCENNPF7,725$274,9480.07%
222SPDR SER TR78464A3758,369$272,5080.07%
223DIMENSIONAL ETF TRUST25434V7088,410$271,1390.07%
224CME GROUP INCCME1,371$269,5820.07%
225LPL FINL HLDGS INC50212V100962$268,5590.07%
226TAKE-TWO INTERACTIVE SOFTWARTTWO1,704$264,9550.07%
227RANGE RES CORPRRC7,875$264,0490.07%
228SOUTHERN COPPER CORPSCCO2,445$263,3950.07%
229DUPONT DE NEMOURS INCDD3,263$262,6080.07%
230INNOVATOR ETFS TRUSTINHD7,673$261,7260.07%
231VANGUARD INTL EQUITY INDEX F9220427182,211$259,7390.07%
232NUVEEN QUALITY MUNCP INCOMENU21,950$259,3500.07%
233ZIONS BANCORPORATION N A9897011075,951$258,1080.07%
234AUTOZONE INCAZO87$257,8770.07%
235NXP SEMICONDUCTORS N VNXPI953$257,4920.07%
236DIAMONDBACK ENERGY INCFANG1,254$250,9980.07%
237ZOETIS INCZTS1,444$250,3430.07%
238VANGUARD SCOTTSDALE FDS92206C7064,276$248,9810.07%
239PG&E CORPPCG-PX14,231$248,6230.07%
240CHURCH & DWIGHT CO INCCHD2,398$248,5930.07%
241CORTEVA INCCTVA4,550$245,4080.07%
242KKR & CO INCKKRT2,312$243,3160.07%
243PAYPAL HLDGS INCPYPL4,176$242,3330.07%
244J P MORGAN EXCHANGE TRADED F46641Q8525,141$242,2650.07%
245GENERAL MLS INC3703341043,824$241,9200.07%
246CAPITAL ONE FINL CORP14040H1051,747$241,9020.07%
247HERSHEY COHSY1,300$238,9150.06%
248HEWLETT PACKARD ENTERPRISE CHPE-PC10,968$233,6090.06%
249CHECK POINT SOFTWARE TECH LTM224651041,415$233,4750.06%
250MARTIN MARIETTA MATLS INC573284106431$233,3320.06%
251SOFI TECHNOLOGIES INCSOFI35,287$233,2440.06%
252J P MORGAN EXCHANGE TRADED F46641Q7614,386$232,2390.06%
253NORTHROP GRUMMAN CORPNOC531$231,5540.06%
254HARTFORD FINL SVCS GROUP INCHIG-PG2,289$231,2030.06%
255ROSS STORES INCROST1,584$230,1410.06%
256NETAPP INCNTAP1,784$229,7400.06%
257SUNCOR ENERGY INC NEWSU6,013$229,0860.06%
258VANGUARD INDEX FDS9229085532,673$226,6590.06%
259FERGUSON PLC NEWG3421J1061,163$226,2170.06%
260UNIVERSAL HLTH SVCS INC9139031001,219$225,3980.06%
261VANGUARD WORLD FD92204A3061,750$224,9070.06%
262INFOSYS LTDINFY11,981$224,7910.06%
263VULCAN MATLS CO929160109899$223,6430.06%
264STRYKER CORPORATIONSYK653$222,7530.06%
265CVS HEALTH CORPCVS3,767$222,4660.06%
266RELX PLCRLXXF4,821$221,2000.06%
267INTERCONTINENTAL EXCHANGE IN45866F1041,614$220,9600.06%
268CHUNGHWA TELECOM CO LTDCHT5,637$217,6260.06%
269DELL TECHNOLOGIES INCDELL1,571$216,5890.06%
270ONEOK INC NEWOKE2,650$216,0780.06%
271COLGATE PALMOLIVE COCL2,221$215,5340.06%
272TEXAS INSTRS INC8825081041,104$214,6970.06%
273VANGUARD INTL EQUITY INDEX F9220427421,893$213,2100.06%
274TRACTOR SUPPLY COTSCO787$212,5920.06%
275NVR INCNVR28$212,4800.06%
276BP PLCBPPFF5,884$212,4290.06%
277ECOLAB INCECL879$209,7960.06%
278ENCOMPASS HEALTH CORPEHC2,434$208,8090.06%
279ISHARES TR4642875152,375$206,3880.06%
280FRANKLIN TEMPLETON ETF TRFGDL8,443$206,1030.06%
281DR REDDYS LABS LTD2561352032,701$205,8130.06%
282HP INCHPQ5,814$205,2210.06%
283PURE STORAGE INC74624M1023,195$205,1510.06%
284UNITED RENTALS INCURI317$204,8370.06%
285WISDOMTREE TRWT4,526$202,9010.05%
286CORPAY INCCPAY761$202,7380.05%
287VANECK ETF TRUST92189F1065,915$200,6960.05%
288GENERAL MTRS CO37045V1004,317$200,5610.05%
289DEUTSCHE BANK A GD1819089812,495$199,1730.05%
290ING GROEP N.V.INGVF11,380$195,0560.05%
291MACATAWA BK CORP55422510212,853$187,6570.05%
292ASE TECHNOLOGY HLDG CO LTDASX15,677$179,0270.05%
293GLADSTONE INVT CORP37654610712,712$174,0250.05%
294BLACKROCK MUNIVEST FD INCBLK23,950$172,5600.05%
295NUVEEN AMT FREE QLTY MUN INCNU14,065$162,2140.04%
296NUVEEN AMT FREE MUN CR INC FNU12,614$158,4470.04%
297BLACKROCK MUNIYIELD QUALITYBLK14,295$147,7960.04%
298NUVEEN MUNICIPAL CREDIT INCNU11,585$144,4810.04%
299FORD MTR CO DEL34537086011,360$142,4480.04%
300BLACKROCK MUNIYIELD QUALITYBLK12,391$139,4270.04%
301NUVEEN FLOATING RATE INCOME67072T10815,900$138,8820.04%
302BLACKROCK MUNIHOLDINGS QUALIBLK13,240$135,6440.04%
303UNITED MICROELECTRONICS CORPUMC14,555$127,5040.03%
304MFS HIGH YIELD MUN TR59318E10234,000$116,6200.03%
305WIPRO LTDWIT18,531$113,0370.03%
306HOPE BANCORP INCHOPE10,405$111,7540.03%
307BARCLAYS PLCBCLYF10,175$108,9720.03%
308LLOYDS BANKING GROUP PLCLLOBF39,431$107,6460.03%
309MFS MUN INCOME TR55273810617,600$96,0960.03%
310MFS HIGH INCOME MUN TR59318D10423,450$87,0000.02%
311ENEL CHILE S.A.ENIC31,031$86,8860.02%
312KOREA ELEC PWR CORP50063110610,546$74,7710.02%
313NOMURA HLDGS INCNRSCF12,805$74,0150.02%
314PURECYCLE TECHNOLOGIES INCPCTTW12,500$74,0000.02%
315ICL GROUP LTDICL14,116$60,4150.02%
316NOKIA CORPNOKBF13,767$52,0380.01%
317SIRIUS XM HOLDINGS INCSIRI18,166$51,4090.01%
318LG DISPLAY CO LTDLPL12,240$50,4290.01%
319THE REALREAL INC88339P10110,000$31,9000.01%
320BANCO BRADESCO S A05946030311,247$28,0580.01%