0001754960-22-000313.txt : 20221115 0001754960-22-000313.hdr.sgml : 20221115 20221114180214 ACCESSION NUMBER: 0001754960-22-000313 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20221115 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221115 FILER: COMPANY DATA: COMPANY CONFORMED NAME: DRIVE WEALTH MANAGEMENT, LLC CENTRAL INDEX KEY: 0001952781 IRS NUMBER: 472841185 STATE OF INCORPORATION: UT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22701 FILM NUMBER: 221388325 BUSINESS ADDRESS: STREET 1: 3333 N DIGITAL DRIVE STREET 2: #700 CITY: LEHI STATE: UT ZIP: 84043 BUSINESS PHONE: 801-901-6150 MAIL ADDRESS: STREET 1: 3333 N DIGITAL DRIVE STREET 2: #700 CITY: LEHI STATE: UT ZIP: 84043 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001952781 XXXXXXXX 06-30-2022 06-30-2022 DRIVE WEALTH MANAGEMENT, LLC
3333 N DIGITAL DRIVE #700 LEHI UT 84043
13F HOLDINGS REPORT 028-22701 N
File13F.com Agent 844-844-3453 Aryn Sands Reno NV 11-14-2022 0 168 109494 false
INFORMATION TABLE 2 InformationTableOutput.xml ACCENTURE PLC IRELANDSHS CLASS AG1151C101751 2705 SH SOLE 0 0 2705 TECHNIPFMC PLCCOMG87110105116 17243 SH SOLE 0 0 17243 AES CORPCOM00130H105247 11745 SH SOLE 0 0 11745 AT&T INCCOM00206R102302 14393 SH SOLE 0 0 14393 ABBOTT LABSCOM002824100967 8903 SH SOLE 0 0 8903 ABBVIE INCCOM00287Y109501 3269 SH SOLE 0 0 3269 ABRDN ASIA PACIFIC INCOME FUCOM00300910790 30707 SH SOLE 0 0 30707 ABRDN GLOBAL INCOME FUND INCCOM00301310956 10055 SH SOLE 0 0 10055 ADOBE SYSTEMS INCORPORATEDCOM00724F1011673 4569 SH SOLE 0 0 4569 AIR PRODS & CHEMS INCCOM009158106506 2088 SH SOLE 0 0 2088 ALLY FINL INCCOM02005N100463 13814 SH SOLE 0 0 13814 ALPHABET INCCAP STK CL C02079K1071159 530 SH SOLE 0 0 530 ALPHABET INCCAP STK CL A02079K3051277 586 SH SOLE 0 0 586 AMAZON COM INCCOM0231351062170 20436 SH SOLE 0 0 20436 AMERICAN INTL GROUP INCCOM NEW026874784351 6870 SH SOLE 0 0 6870 AMGEN INCCOM031162100228 936 SH SOLE 0 0 936 APPLE INCCOM0378331002159 15791 SH SOLE 0 0 15791 APPLIED MATLS INCCOM038222105716 7875 SH SOLE 0 0 7875 AUTODESK INCCOM052769106412 2398 SH SOLE 0 0 2398 BK OF AMERICA CORPCOM060505104414 13292 SH SOLE 0 0 13292 BARRICK GOLD CORPCOM067901108280 15846 SH SOLE 0 0 15846 BAXTER INTL INCCOM071813109280 4342 SH SOLE 0 0 4342 BERKSHIRE HATHAWAY INC DELCL A08467010813495 33 SH SOLE 0 0 33 BERKSHIRE HATHAWAY INC DELCL B NEW0846707022966 10865 SH SOLE 0 0 10865 BEST BUY INCCOM086516101202 3095 SH SOLE 0 0 3095 BILIBILI INCSPONS ADS REP Z0900401061229 48014 SH SOLE 0 0 48014 BLACKROCK MUNIYIELD QUALITYCOM09254E103183 15617 SH SOLE 0 0 15617 BLACKROCK MUNIYIELD QUALITYCOM09254G108169 14647 SH SOLE 0 0 14647 BNY MELLON MUN BD INFRASTRUCCOM SHS09662W109154 11757 SH SOLE 0 0 11757 BRISTOL-MYERS SQUIBB COCOM110122108523 6750 SH SOLE 0 0 6750 CIGNA CORP NEWCOM125523100466 1767 SH SOLE 0 0 1767 CSX CORPCOM126408103235 8083 SH SOLE 0 0 8083 CANADIAN NAT RES LTDCOM136385101212 3916 SH SOLE 0 0 3916 CATERPILLAR INCCOM149123101234 1310 SH SOLE 0 0 1310 CENTENE CORP DELCOM15135B101399 4719 SH SOLE 0 0 4719 CHEVRON CORP NEWCOM166764100549 3791 SH SOLE 0 0 3791 CISCO SYS INCCOM17275R102807 18932 SH SOLE 0 0 18932 CITIGROUP INCCOM NEW172967424231 5032 SH SOLE 0 0 5032 COCA COLA COCOM191216100349 5516 SH SOLE 0 0 5516 COINBASE GLOBAL INCCOM CL A19260Q107490 10420 SH SOLE 0 0 10420 COMCAST CORP NEWCL A20030N101454 11571 SH SOLE 0 0 11571 CONOCOPHILLIPSCOM20825C1041076 11890 SH SOLE 0 0 11890 CORNING INCCOM219350105781 24777 SH SOLE 0 0 24777 COSTCO WHSL CORP NEWCOM22160K105273 569 SH SOLE 0 0 569 DIMENSIONAL ETF TRUSTUS CORE EQT MKT25434V104201 7621 SH SOLE 0 0 7621 DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG25434V302276 11906 SH SOLE 0 0 11906 DIMENSIONAL ETF TRUSTUS EQUITY ETF25434V401868 21289 SH SOLE 0 0 21289 DIMENSIONAL ETF TRUSTUS REAL ESTATE E25434V823401 17331 SH SOLE 0 0 17331 DIMENSIONAL ETF TRUSTINFLATION PROTE25434V856378 8604 SH SOLE 0 0 8604 DIMENSIONAL ETF TRUSTSHORT DURATION F25434V8641077 22971 SH SOLE 0 0 22971 DIMENSIONAL ETF TRUSTCORE FIXED INCOM25434V872389 8929 SH SOLE 0 0 8929 DIREXION SHS ETF TRDLY GOLD INDX 2X25460G7811546 45000 SH SOLE 0 0 45000 DISNEY WALT COCOM254687106281 2975 SH SOLE 0 0 2975 EATON VANCE MUNI INCOME TRUSSH BEN INT27826U108268 24452 SH SOLE 0 0 24452 EATON VANCE LTD DURATION INCCOM27828H105106 10227 SH SOLE 0 0 10227 EXXON MOBIL CORPCOM30231G1021231 14373 SH SOLE 0 0 14373 FMC CORPCOM NEW302491303438 4069 SH SOLE 0 0 4069 META PLATFORMS INCCL A30303M1021267 7855 SH SOLE 0 0 7855 FEDERATED HERMES PREM MUNI ICOM31423P108137 12343 SH SOLE 0 0 12343 FIRSTENERGY CORPCOM337932107456 11889 SH SOLE 0 0 11889 FREEPORT-MCMORAN INCCL B35671D857683 23358 SH SOLE 0 0 23358 FUTU HLDGS LTDSPON ADS CL A36118L106642 12300 SH SOLE 0 0 12300 GARTNER INCCOM366651107242 1002 SH SOLE 0 0 1002 GENERAL DYNAMICS CORPCOM369550108206 925 SH SOLE 0 0 925 HESS CORPCOM42809H107607 5730 SH SOLE 0 0 5730 HOME DEPOT INCCOM4370761021103 4023 SH SOLE 0 0 4023 HUMANA INCCOM444859102349 744 SH SOLE 0 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SOLE 0 0 21675 JOHNSON & JOHNSONCOM478160104331 1865 SH SOLE 0 0 1865 LAM RESEARCH CORPCOM512807108531 1242 SH SOLE 0 0 1242 LOWES COS INCCOM548661107422 2418 SH SOLE 0 0 2418 MFS MULTIMARKET INCOME TRSH BEN INT55273710851 11141 SH SOLE 0 0 11141 MARATHON PETE CORPCOM56585A102351 4268 SH SOLE 0 0 4268 MASTERCARD INCORPORATEDCL A57636Q1041278 4053 SH SOLE 0 0 4053 MERCK & CO INCCOM58933Y105256 2791 SH SOLE 0 0 2791 METLIFE INCCOM59156R108354 5645 SH SOLE 0 0 5645 MFS INVT GRADE MUN TRSH BEN INT59318B108156 20592 SH SOLE 0 0 20592 MFS HIGH INCOME MUN TRSH BEN INT59318D10438 10071 SH SOLE 0 0 10071 MFS HIGH YIELD MUN TRSH BEN INT59318E102214 63722 SH SOLE 0 0 63722 MICROSOFT CORPCOM5949181042537 9879 SH SOLE 0 0 9879 MONDELEZ INTL INCCL A609207105208 3338 SH SOLE 0 0 3338 MOODYS CORPCOM615369105706 2597 SH SOLE 0 0 2597 MORGAN STANLEY EMKT DBT FD ICOM61744H10568 10108 SH SOLE 0 0 10108 MORGAN STANLEYCOM NEW617446448286 3760 SH SOLE 0 0 3760 NETFLIX INCCOM64110L106284 1622 SH SOLE 0 0 1622 NEUROONE MED TECHNOLOGIES COCOM NEW64130M20955 66667 SH SOLE 0 0 66667 NEXTERA ENERGY INCCOM65339F101200 2584 SH SOLE 0 0 2584 NIKE INCCL B654106103696 6786 SH SOLE 0 0 6786 NOVO-NORDISK A SADR670100205463 4156 SH SOLE 0 0 4156 NUVEEN AMT FREE QLTY MUN INCCOM670657105529 44830 SH SOLE 0 0 44830 NUVEEN QUALITY MUNCP INCOMECOM67066V101519 41439 SH SOLE 0 0 41439 NUVEEN MUNICIPAL CREDIT INCCOM SH BEN INT67070X101384 30400 SH SOLE 0 0 30400 NUVEEN AMT FREE MUN CR INC FCOM67071L106359 27226 SH SOLE 0 0 27226 OCCIDENTAL PETE CORPCOM674599105378 6406 SH SOLE 0 0 6406 OMNICOM GROUP INCCOM681919106447 7023 SH SOLE 0 0 7023 ORACLE CORPCOM68389X105243 3479 SH SOLE 0 0 3479 OVINTIV INCCOM69047Q102461 10425 SH SOLE 0 0 10425 PG&E CORPCOM69331C108293 29375 SH SOLE 0 0 29375 PAYPAL HLDGS INCCOM70450Y103341 4882 SH SOLE 0 0 4882 PEPSICO INCCOM713448108248 1489 SH SOLE 0 0 1489 PFIZER INCCOM717081103345 6583 SH SOLE 0 0 6583 PHILIP MORRIS INTL INCCOM718172109760 7598 SH SOLE 0 0 7598 PHILLIPS 66COM718546104568 6923 SH SOLE 0 0 6923 PINDUODUO INCSPONSORED ADS722304102301 4864 SH SOLE 0 0 4864 PIONEER NAT RES COCOM723787107438 1964 SH SOLE 0 0 1964 PRICE T ROWE GROUP INCCOM74144T108357 3142 SH SOLE 0 0 3142 PROCTER AND GAMBLE COCOM742718109354 2463 SH SOLE 0 0 2463 PROSHARES TRULTRAPRO SHT QQQ74347G4321471 25000 SH SOLE 0 0 25000 PURECYCLE TECHNOLOGIES INCCOM74623V103174 23500 SH SOLE 0 0 23500 QUALCOMM INCCOM747525103815 6381 SH SOLE 0 0 6381 QURATE RETAIL INCCOM SER A74915M10067 23258 SH SOLE 0 0 23258 RHCOM74967X103213 1002 SH SOLE 0 0 1002 RAYTHEON TECHNOLOGIES CORPCOM75513E101700 7286 SH SOLE 0 0 7286 ROBINHOOD MKTS INCCOM CL A770700102203 24686 SH SOLE 0 0 24686 ROSS STORES INCCOM778296103419 5970 SH SOLE 0 0 5970 SHELL PLCSPON ADS780259305291 5561 SH SOLE 0 0 5561 SPDR GOLD TRGOLD SHS78463V107457 2715 SH SOLE 0 0 2715 SPDR SER TRPRTFLO S&P500 GW78464A409349 6677 SH SOLE 0 0 6677 SPDR SER TRPRTFLO S&P500 VL78464A508367 9957 SH SOLE 0 0 9957 SPDR SER TRPORTFLI TIPS ETF78464A6565528 200878 SH SOLE 0 0 200878 SPDR SER TRMSCI USA STRTGIC78468R812387 3585 SH SOLE 0 0 3585 SALESFORCE INCCOM79466L302561 3399 SH SOLE 0 0 3399 SCHWAB CHARLES CORPCOM808513105611 9668 SH SOLE 0 0 9668 SERVICENOW INCCOM81762P102500 1052 SH SOLE 0 0 1052 SOCIETY PASS INCCOM83370P10287 44850 SH SOLE 0 0 44850 SOUTHWEST AIRLS COCOM844741108228 6300 SH SOLE 0 0 6300 STANLEY BLACK & DECKER INCCOM854502101302 2884 SH SOLE 0 0 2884 STATE STR CORPCOM857477103512 8234 SH SOLE 0 0 8234 SUNCOR ENERGY INC NEWCOM867224107241 6871 SH SOLE 0 0 6871 SUNRUN INCCOM86771W1051165 49857 SH SOLE 0 0 49857 TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS874039100770 9361 SH SOLE 0 0 9361 TEMPLETON EMERGING MKTS INCOCOM880192109168 31255 SH SOLE 0 0 31255 TERADATA CORP DELCOM88076W103205 5542 SH SOLE 0 0 5542 TESLA INCCOM88160R101372 553 SH SOLE 0 0 553 TRUIST FINL CORPCOM89832Q109223 4695 SH SOLE 0 0 4695 US BANCORP DELCOM NEW902973304308 6635 SH SOLE 0 0 6635 UNION PAC CORPCOM907818108376 1764 SH SOLE 0 0 1764 UNITED PARCEL SERVICE INCCL B911312106427 2337 SH SOLE 0 0 2337 UNITEDHEALTH GROUP INCCOM91324P1021050 2043 SH SOLE 0 0 2043 VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT9219438581813 44429 SH SOLE 0 0 44429 VANGUARD SCOTTSDALE FDSSHORT TERM TREAS92206C102669 11373 SH SOLE 0 0 11373 VANGUARD MUN BD FDSTAX EXEMPT BD922907746287 5740 SH SOLE 0 0 5740 VANGUARD INDEX FDSREAL ESTATE ETF922908553321 3520 SH SOLE 0 0 3520 VANGUARD INDEX FDSTOTAL STK MKT9229087694530 24018 SH SOLE 0 0 24018 VERIZON COMMUNICATIONS INCCOM92343V104625 12314 SH SOLE 0 0 12314 VISA INCCOM CL A92826C839959 4869 SH SOLE 0 0 4869 VISTAGEN THERAPEUTICS INCCOM NEW92840H2029 10000 SH SOLE 0 0 10000 VIVINT SMART HOME INCCOM CL A928542109863 247856 SH SOLE 0 0 247856 WELLS FARGO CO NEWCOM949746101541 13801 SH SOLE 0 0 13801 WESTERN ASSET MUN PARTNERS FCOM95766P108218 17327 SH SOLE 0 0 17327 WILLIAMS COS INCCOM969457100375 12007 SH SOLE 0 0 12007 YUM CHINA HLDGS INCCOM98850P109268 5527 SH SOLE 0 0 5527 ZOETIS INCCL A98978V103303 1764 SH SOLE 0 0 1764