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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 COMBINATION REPORT

DRIVE WEALTH MANAGEMENT, LLC

Quarter ended Q4 2024 · Filed January 22, 2025 · Accession 0001754960-25-000055

Total Value
$408.0M
Positions
342
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (342)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720050,779$29.9M7.33%
2BERKSHIRE HATHAWAY INC DELBRK-A33$22.5M5.51%
3APPLE INCAAPL66,260$16.6M4.07%
4VANGUARD TAX-MANAGED FDS921943858346,117$16.6M4.06%
5VANGUARD INTL EQUITY INDEX F922042858271,770$12.0M2.93%
6NVIDIA CORPORATIONNVDA81,394$10.9M2.68%
7MICROSOFT CORPMSFT25,232$10.6M2.61%
8VANGUARD INDEX FDS92290862940,024$10.6M2.59%
9J P MORGAN EXCHANGE TRADED F46641Q39980,360$8.5M2.09%
10SSGA ACTIVE ETF TR78467V608197,269$8.2M2.02%
11ISHARES TR46428867971,329$7.9M1.93%
12ISHARES TR46429B267340,091$7.8M1.92%
13INVESCO ACTIVELY MANAGED EXCIVZ153,041$7.7M1.88%
14GRANITESHARES ETF TR38747R801215,750$7.6M1.87%
15BERKSHIRE HATHAWAY INC DELBRK-A16,303$7.4M1.81%
16AMAZON COM INCAMZN30,855$6.8M1.66%
17ALPHABET INCGOOG23,732$4.5M1.10%
18META PLATFORMS INCMETA7,606$4.5M1.09%
19ISHARES TR46428780437,867$4.4M1.07%
20VANGUARD SCOTTSDALE FDS92206C87051,067$4.1M1.00%
21TESLA INCTSLA9,231$3.7M0.91%
22ALPHABET INCGOOG17,998$3.4M0.84%
23VANGUARD INDEX FDS92290876911,797$3.4M0.84%
24BROADCOM INCAVGO13,884$3.2M0.79%
25PURECYCLE TECHNOLOGIES INCPCTTW308,027$3.2M0.77%
26VANECK ETF TRUST92189F452295,850$3.1M0.77%
27EXXON MOBIL CORPXOM28,514$3.1M0.75%
28ACCENTURE PLC IRELANDACN8,308$2.9M0.72%
29GOLDMAN SACHS ETF TRNVGLF77,590$2.6M0.63%
30ISHARES TR46428851330,812$2.4M0.59%
31VANGUARD INDEX FDS9229083634,393$2.4M0.58%
32GOLDMAN SACHS ETF TRNVGLF43,333$2.3M0.57%
33JPMORGAN CHASE & CO.VYLD9,336$2.2M0.55%
34ISHARES TR46435G34299,396$2.1M0.52%
35KNIFE RIVER CORPKNF20,284$2.1M0.51%
36BLOCK INCBSQKZ23,735$2.0M0.49%
37DIMENSIONAL ETF TRUST25434V68260,282$2.0M0.49%
38ELI LILLY & COLLY2,495$1.9M0.47%
39ABRDN INCOME CREDIT STRATEGIACP-PA307,917$1.9M0.46%
40PIMCO DYNAMIC INCOME FD72201Y101100,381$1.9M0.46%
41ISHARES TR46434V62129,622$1.8M0.45%
42WELLS FARGO CO NEW94974610124,972$1.8M0.43%
43TAIWAN SEMICONDUCTOR MFG LTD8740391008,754$1.7M0.42%
44VANGUARD MUN BD FDS92290774633,402$1.7M0.41%
45VISA INCV5,082$1.6M0.39%
46BLACKSTONE LONG SHORT CR INCBGX126,484$1.6M0.39%
47UNITEDHEALTH GROUP INCUNH3,068$1.6M0.38%
48WISDOMTREE TRWT50,279$1.5M0.38%
49HOME DEPOT INCHD3,933$1.5M0.37%
50WALMART INCWMT16,859$1.5M0.37%
51FS KKR CAP CORPFSK68,512$1.5M0.36%
52INVESCO EXCH TRADED FD TR IIIVZ71,266$1.5M0.36%
53PROCTER AND GAMBLE CO7427181098,677$1.5M0.36%
54J P MORGAN EXCHANGE TRADED F46654Q20325,435$1.4M0.35%
55CONOCOPHILLIPSCOP14,452$1.4M0.35%
56INVESCO EXCH TRADED FD TR IIIVZ29,382$1.4M0.34%
57DIMENSIONAL ETF TRUST25434V76555,625$1.4M0.34%
58J P MORGAN EXCHANGE TRADED F46641Q33223,615$1.4M0.34%
59MASTERCARD INCORPORATEDMA2,563$1.3M0.33%
60NETFLIX INCNFLX1,514$1.3M0.33%
61BROOKFIELD REAL ASSETS INCOMRA100,024$1.3M0.33%
62WISDOMTREE TRWT29,710$1.3M0.32%
63WISDOMTREE TRWT31,955$1.3M0.32%
64SIMPLIFY EXCHANGE TRADED FUN82889N86359,837$1.2M0.30%
65COSTCO WHSL CORP NEW22160K1051,330$1.2M0.30%
66ISHARES TR4642876143,012$1.2M0.30%
67NCINO INCNCNO35,509$1.2M0.29%
68ORACLE CORPORCL-PD6,958$1.2M0.28%
69DIMENSIONAL ETF TRUST25434V40117,957$1.1M0.28%
70NUTEX HEALTH INCNUTX35,403$1.1M0.27%
71PROSHARES TR74347X83114,000$1.1M0.27%
72ABBVIE INCABBV6,153$1.1M0.27%
73HONEYWELL INTL INC4385161064,809$1.1M0.27%
74SPDR SER TR78464A40912,312$1.1M0.27%
75ISHARES TR46432F3395,894$1.0M0.26%
76CATERPILLAR INCCAT2,852$1.0M0.25%
77QUALCOMM INCQCOM6,378$979,7650.24%
78CISCO SYS INCCSCO16,368$968,9660.24%
79GRAYSCALE BITCOIN MINI TR ET38993020723,091$966,8200.24%
80VANECK ETF TRUST92189F10628,458$964,9990.24%
81MOBILEYE GLOBAL INCMBLY47,713$950,4430.23%
82STARBUCKS CORPSBUX10,195$930,2920.23%
83ALIGOS THERAPEUTICS INCALGS23,000$916,3200.22%
84THERMO FISHER SCIENTIFIC INCTMO1,749$910,0930.22%
85CHEVRON CORP NEWCVX6,281$909,7390.22%
86SPDR SER TR78464A50817,483$894,0760.22%
87FAIR ISAAC CORPFICO445$885,9640.22%
88KKR REAL ESTATE FIN TR INCKKRT84,718$876,8350.21%
89SALESFORCE INCCRM2,537$849,1620.21%
90BANK AMERICA CORP06050510419,093$839,1360.21%
91SERVICENOW INCNOW788$834,8440.20%
92INVESCO QQQ TRIVZ1,603$819,4260.20%
93PHILLIPS 66PSX7,157$815,3800.20%
94MERCK & CO INCMRK7,898$791,1790.19%
95VALERO ENERGY CORPVLO6,392$783,6220.19%
96WISDOMTREE TRWT15,668$771,8090.19%
97SPDR S&P 500 ETF TRSPY1,291$758,0880.19%
98ABBOTT LABSABLZF6,572$743,3040.18%
99US BANCORP DELUSB-PS15,183$728,4760.18%
100SELECT SECTOR SPDR TR81369Y5068,495$727,6840.18%
101MARRIOTT INTL INC NEW5719032022,534$706,9690.17%
102SCHWAB CHARLES CORPSCHW-PJ9,495$702,7140.17%
103ARISTA NETWORKS INCANET6,228$688,4140.17%
104ADOBE INCADBE1,529$679,7260.17%
105INTUITIVE SURGICAL INCISRG1,286$671,3050.16%
106COCA COLA COKO10,568$657,9420.16%
107NIKE INCNKE8,432$638,5820.16%
108RTX CORPORATIONRTX5,466$632,5660.16%
109DISNEY WALT CO2546871065,651$632,0800.15%
110WISDOMTREE TRWT21,757$624,1010.15%
111SOFI TECHNOLOGIES INCSOFI39,555$609,1400.15%
112JOHNSON & JOHNSONJNJ4,162$601,8700.15%
113BOOKING HOLDINGS INCBKNG120$595,0970.15%
114MCDONALDS CORPMCD2,026$587,3020.14%
115ADVANCED MICRO DEVICES INCAMD4,783$577,7020.14%
116NOVO-NORDISK A SNONOF6,699$576,2590.14%
117BLACKROCK INCBLK538$551,3440.14%
118INVESCO EXCHANGE TRADED FD TIVZ29,926$547,9470.13%
119GALLAGHER ARTHUR J & CO3635761091,929$547,4430.13%
120ISHARES TR4642877213,389$540,6570.13%
121PROGRESSIVE CORP7433151032,232$534,8490.13%
122SAP SESAPGF2,167$533,5720.13%
123AT&T INCT-PC23,414$533,1460.13%
124HESS CORPHESM4,003$532,3810.13%
125AMPHENOL CORP NEW0320951017,620$530,4600.13%
126GOLDMAN SACHS GROUP INCGSCE921$527,3700.13%
127FIRST TR EXCHANGE-TRADED FD33738R66215,237$517,3710.13%
128WISDOMTREE TRWT14,321$516,5170.13%
129AUTOMATIC DATA PROCESSING INADP1,722$506,8140.12%
130SPROTT PHYSICAL GOLD TRSII24,550$505,3950.12%
131BRISTOL-MYERS SQUIBB COCELG-RI8,878$502,1450.12%
132NUTRIEN LTDNTR10,849$491,3510.12%
133LOWES COS INC5486611071,976$487,6840.12%
134AMERIPRISE FINL INC03076C106916$487,4960.12%
135ASML HOLDING N VASMLF701$486,0330.12%
136PHILIP MORRIS INTL INC7181721093,976$483,7700.12%
137ISHARES TR46428882810,065$482,9970.12%
138INTUITINTU760$477,5970.12%
139WISDOMTREE TRWT9,584$476,1170.12%
140GE AEROSPACE3696043012,828$472,4500.12%
141SOUTHERN COPPER CORPSCCO5,181$472,1680.12%
142CIPHER MINING INC17253J106101,209$469,6100.12%
143FREEPORT-MCMORAN INCFCX12,229$465,6860.11%
144OVINTIV INCOVV11,376$460,7170.11%
145VERIZON COMMUNICATIONS INCVZ11,490$459,4760.11%
146VERTEX PHARMACEUTICALS INCVRTX1,121$451,2500.11%
147INTERNATIONAL BUSINESS MACHSINTR2,042$448,8910.11%
148TJX COS INC NEW8725401093,713$448,5360.11%
149APPLIED MATLS INC0382221052,743$446,0630.11%
150AMERICAN EXPRESS COAXP1,495$443,5880.11%
151FASTENAL COFAST6,153$442,4420.11%
152UNION PAC CORPUNP1,920$437,7810.11%
153SPDR GOLD TRGLD1,789$433,0500.11%
154NEXTERA ENERGY INCNEE-PW6,024$431,8510.11%
155TRAVELERS COMPANIES INCTRV1,774$427,4010.10%
156EATON CORP PLCETN1,283$425,8810.10%
157EQUINIX INCEQIX447$421,9230.10%
158PARKER-HANNIFIN CORPPH652$414,8530.10%
159CONSOL ENERGY INC NEW20854L1083,849$410,5680.10%
160BARRICK GOLD CORP06790110824,456$410,2490.10%
161MCKESSON CORPMCK717$409,3390.10%
162VALARIS LTDVAL-WT9,054$400,5270.10%
163OCCIDENTAL PETE CORP6745991058,058$398,8140.10%
164WASTE MGMT INC DEL94106L1091,968$397,1160.10%
165GENERAL DYNAMICS CORPGD1,501$395,5550.10%
166BLUE OWL CAP CORP III69122G10225,689$392,7780.10%
167IREN LIMITEDIREN39,690$389,7560.10%
168VIPER ENERGY INCVNOM7,913$388,2860.10%
169MICRON TECHNOLOGY INCMU4,582$386,1320.09%
170RAYMOND JAMES FINL INC7547301092,482$385,4820.09%
171SHELL PLCRYDAF6,135$384,3350.09%
172MOTOROLA SOLUTIONS INCMSI828$383,5080.09%
173DIAGEO PLCDGEAF2,999$381,2850.09%
174SIMPLIFY EXCHANGE TRADED FUN82889N69913,622$379,9200.09%
175ILLINOIS TOOL WKS INC4523081091,477$376,7870.09%
176DIMENSIONAL ETF TRUST25434V8569,225$373,5390.09%
177SPDR SER TR78464A8214,268$370,8240.09%
178WISDOMTREE TRWT8,571$367,8670.09%
179SOUTHERN COSOMN4,456$366,8320.09%
180CHUBB LIMITEDCB1,317$365,1200.09%
181PALO ALTO NETWORKS INCPANW1,968$358,0150.09%
182DANAHER CORPORATION2358511021,553$356,8810.09%
183DIMENSIONAL ETF TRUST25434V8728,607$355,1990.09%
184AMERICAN CENTY ETF TR0250728773,676$354,8540.09%
185ROYAL BK CDA7800871022,919$351,8160.09%
186KKR & CO INCKKRT2,377$351,6140.09%
187METLIFE INCMET-PF4,255$348,4390.09%
188HSBC HLDGS PLCHBCYF7,036$348,0170.09%
189ENBRIDGE INCENNPF8,119$344,5100.08%
190CME GROUP INCCME1,426$339,3120.08%
191KLA CORPKLAC538$339,0260.08%
192HILTON WORLDWIDE HLDGS INCHLT1,359$335,7670.08%
193UBS GROUP AGUBS11,036$334,6090.08%
194CINTAS CORPCTAS1,831$334,5700.08%
195TOYOTA MOTOR CORPTOYOF1,711$333,0590.08%
196FERRARI N VRACE776$329,8590.08%
197THE CIGNA GROUP1255231001,192$329,2580.08%
198ZIONS BANCORPORATION N A9897011076,020$326,5840.08%
199ICICI BANK LIMITEDIBN10,934$326,4960.08%
200CANADIAN NAT RES LTD13638510110,494$326,1260.08%
201OREILLY AUTOMOTIVE INC67103H107275$326,0950.08%
202SPDR SER TR78464A8394,053$325,0120.08%
203SCHWAB STRATEGIC TR80852479711,861$324,0390.08%
204PROSHARES TR II74347W6013,426$320,2770.08%
205J P MORGAN EXCHANGE TRADED F46654Q6093,928$318,3050.08%
206KIMBERLY-CLARK CORPKMB2,396$317,0160.08%
207UNILEVER PLCUNLYF5,552$314,7840.08%
208PAYPAL HLDGS INCPYPL3,685$314,5150.08%
209MICROSTRATEGY INCSTRK1,083$313,6580.08%
210SUMITOMO MITSUI FINL GROUP I86562M20921,595$312,9110.08%
211UBER TECHNOLOGIES INCUBER5,172$311,9560.08%
212MARSH & MCLENNAN COS INC5717481021,461$310,3040.08%
213PACCAR INCPCAR2,824$302,2800.07%
214DEERE & CODE710$301,9310.07%
215DIMENSIONAL ETF TRUST25434V82312,834$298,6490.07%
216DIMENSIONAL ETF TRUST25434V30211,769$298,5890.07%
217STRYKER CORPORATIONSYK822$296,5710.07%
218ANALOG DEVICES INCADI1,381$293,4940.07%
219AUTOZONE INCAZO91$291,3820.07%
220GILEAD SCIENCES INCGILD3,139$289,9700.07%
221COPART INCCPRT5,010$287,5000.07%
222PG&E CORPPCG-PX14,211$287,1430.07%
223OLD DOMINION FREIGHT LINE INODFL1,612$284,3370.07%
224ISHARES TR4642875152,829$283,2390.07%
225CADENCE DESIGN SYSTEM INCCDNS930$279,4280.07%
226TAKE-TWO INTERACTIVE SOFTWARTTWO1,512$278,2370.07%
227ISHARES INC46428687116,560$275,8900.07%
228INNOVATOR ETFS TRUSTINHD7,673$275,5170.07%
229ONEOK INC NEWOKE2,743$275,4190.07%
230CHECK POINT SOFTWARE TECH LTM224651041,468$274,0760.07%
231COLGATE PALMOLIVE COCL3,014$274,0350.07%
232SYNOPSYS INCSNPS564$273,5120.07%
233AFLAC INCAFL2,641$273,1570.07%
234TECK RESOURCES LTDTCKRF6,701$271,5820.07%
235FRANKLIN TEMPLETON DIGITAL H3549211085,000$270,7500.07%
236BANK NEW YORK MELLON CORP0640581003,515$270,0650.07%
237PFIZER INCPFE10,177$269,9870.07%
238INFOSYS LTDINFY12,037$263,8580.06%
239AMERICAN INTL GROUP INC0268747843,615$263,1790.06%
240INVESCO DB US DLR INDEX TRIVZ8,921$262,4460.06%
241PALANTIR TECHNOLOGIES INCPLTR3,466$262,1340.06%
242NVR INCNVR32$261,7250.06%
243LITMAN GREGORY FDS TR53700T82710,000$261,6000.06%
244MARVELL TECHNOLOGY INCMRVL2,352$259,7810.06%
245CORPAY INCCPAY767$259,5680.06%
246NORTHROP GRUMMAN CORPNOC551$258,4460.06%
247AMEREN CORPAEE2,897$258,2630.06%
248EOG RES INCEOG2,093$256,5860.06%
249APPLOVIN CORPAPP789$255,5970.06%
250HARTFORD FINL SVCS GROUP INCHIG-PG2,316$254,6150.06%
251VANGUARD INTL EQUITY INDEX F9220427182,221$254,3170.06%
252CHURCH & DWIGHT CO INCCHD2,427$254,1370.06%
253TEXAS INSTRS INC8825081041,353$253,6650.06%
254DUPONT DE NEMOURS INCDD3,296$251,3480.06%
255BOSTON SCIENTIFIC CORPBSX2,810$250,9450.06%
256PEPSICO INCPEP1,624$249,8350.06%
257BLACKSTONE INCBX1,444$248,9110.06%
258INTERCONTINENTAL EXCHANGE IN45866F1041,656$246,6870.06%
259GE VERNOVA INCGEV741$243,7730.06%
260DIAMONDBACK ENERGY INCFANG1,479$242,3770.06%
261WISDOMTREE TRWT5,601$241,9610.06%
262REGENERON PHARMACEUTICALSREGN339$241,4800.06%
263PRIMO BRANDS CORPORATIONPRMB7,819$240,6000.06%
264HEWLETT PACKARD ENTERPRISE CHPE-PC11,084$238,0800.06%
265AMGEN INCAMGN906$236,1460.06%
266GENERAL MTRS CO37045V1004,431$236,0230.06%
267CORTEVA INCCTVA4,131$235,2800.06%
268ROSS STORES INCROST1,548$234,2350.06%
269CSX CORPCSX7,258$234,2210.06%
270TIDEWATER INC NEWTDGMW4,250$232,5180.06%
271PNC FINL SVCS GROUP INC6934751051,187$228,8200.06%
272CBRE GROUP INCCBRE1,732$227,3940.06%
273STIFEL FINL CORP8606301022,143$227,3520.06%
274ENCOMPASS HEALTH CORPEHC2,459$227,1010.06%
275DUKE ENERGY CORP NEWDUKB2,106$226,8690.06%
276AIR PRODS & CHEMS INCAIIR773$224,2310.05%
277VULCAN MATLS CO929160109866$222,8860.05%
278CAMECO CORPCCJ4,336$222,8320.05%
279UNITED RENTALS INCURI316$222,6990.05%
280ISHARES TR46436E57722,506$222,3550.05%
281SUNRUN INCRUN24,004$222,0370.05%
282FORTINET INCFTNT2,348$221,8020.05%
283ISHARES TR46429B6972,492$221,2310.05%
284RELX PLCRLXXF4,865$220,9860.05%
285WISDOMTREE TRWT1,994$219,9180.05%
286J P MORGAN EXCHANGE TRADED F46641Q8374,343$219,6410.05%
287SHOPIFY INCSHOP2,058$218,7740.05%
288FACTSET RESH SYS INC303075105455$218,3550.05%
289UNIVERSAL HLTH SVCS INC9139031001,216$218,1220.05%
290MARTIN MARIETTA MATLS INC573284106422$218,0120.05%
291SUNCOR ENERGY INC NEWSU6,108$217,9200.05%
292VANGUARD BD INDEX FDS9219378272,812$217,2830.05%
293LPL FINL HLDGS INC50212V100662$216,1570.05%
294VANGUARD WORLD FD92204A3061,769$214,6470.05%
295WINTRUST FINL CORP97650W1081,719$214,3270.05%
296DEUTSCHE BANK A GD1819089812,564$214,2100.05%
297SONY GROUP CORPSNEJF10,039$212,4350.05%
298DR REDDYS LABS LTD25613520313,451$212,3880.05%
299VANGUARD WORLD FD92204A702340$211,3700.05%
300ECOLAB INCECL892$209,5610.05%
301NETAPP INCNTAP1,803$209,3050.05%
302ASTRAZENECA PLCAZN3,193$209,2320.05%
303NEXSTAR MEDIA GROUP INCNXST1,320$208,4660.05%
304ORGANON & COOGN13,955$208,2110.05%
305ISHARES TR4642878791,905$206,9410.05%
306WILLIAMS COS INC9694571003,820$206,7150.05%
307FIDELITY WISE ORIGIN BITCOINFBTC2,532$206,5610.05%
308CROWDSTRIKE HLDGS INCCRWD601$205,6550.05%
309VANGUARD WORLD FD9219107093,035$205,5440.05%
310KB FINL GROUP INC48241A1053,609$205,3440.05%
311LINDE PLCLIN486$203,6620.05%
312GENERAL MLS INC3703341043,191$203,5180.05%
313BOEING COBA-PA1,148$203,1250.05%
314TRACTOR SUPPLY COTSCO3,821$202,7290.05%
315BECTON DICKINSON & COBDX886$201,0910.05%
316VANGUARD CHARLOTTE FDS92203J4074,099$201,0410.05%
317NOMURA HLDGS INCNRSCF31,531$182,5650.04%
318TRIPLE FLAG PRECIOUS METALTFPM11,657$175,3260.04%
319ING GROEP N.V.INGVF10,902$170,8310.04%
320HALEON PLCHLNCF17,198$164,0710.04%
321ASE TECHNOLOGY HLDG CO LTDASX15,742$158,5170.04%
322BARCLAYS PLCBCLYF10,815$143,7310.04%
323BLACKROCK MUNIYIELD QUALITYBLK13,995$137,9910.03%
324WIPRO LTDWIT38,117$134,9350.03%
325HOPE BANCORP INCHOPE10,393$127,7290.03%
326ARDMORE SHIPPING CORPASC10,261$124,6760.03%
327BIOVIE INCBIVIW60,000$120,0000.03%
328LLOYDS BANKING GROUP PLCLLOBF40,454$110,0350.03%
329CALIDI BIOTHERAPEUTICS INCCLDWW90,000$103,5000.03%
330VALE S AVALE11,114$98,5830.02%
331LOTUS TECHNOLOGY INCLOTWW24,768$89,4120.02%
332MFS HIGH YIELD MUN TR59318E10224,000$84,4800.02%
333MFS MUN INCOME TR55273810614,600$78,1100.02%
334MFS HIGH INCOME MUN TR59318D10420,000$73,6000.02%
335CRICUT INCCRCT11,163$63,6290.02%
336NOKIA CORPNOKBF14,227$63,0250.02%
337ENEL CHILE S.A.ENIC19,531$56,2490.01%
338NEXALIN TECHNOLOGY INCNXL20,000$55,2000.01%
339TELEFONICA S ATELFY11,213$45,4110.01%
340Q32 BIO INCQTTB10,928$37,5920.01%
341REVIVA PHARMACEUTCLS HLDGS I76152G10020,000$36,2000.01%
342IHS HOLDING LIMITEDIHS11,362$33,1770.01%