Thrive Wealth Management
Latest statistics and disclosures from Thrive Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHG, VTV, SPY, VUG, AAPL, and represent 54.44% of Thrive Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VTV, SEIC, ORCL, SPY, CGMU, VBIL, AMZN, SOFI, CGHM, CME.
- Started 24 new stock positions in MDLV, IBIT, FETH, OKE, EBAY, CME, XLK, SOFI, NSC, SITE. THO, VOYA, VXUS, RIO, GDV, ULS, CRSP, TRMB, EXC, BND, BOIL, AMD, SMH, USMV.
- Reduced shares in these 10 stocks: MUB (-$7.4M), SCHG, AGG, GOOG, HYMB, SCHM, , UPS, APH, .
- Sold out of its positions in ADBE, SHYM, CHH, COO, FICO, GIS, IBRX, KHC, MVIS, MCO. UPS, VIRT, ACN, LYB.
- Thrive Wealth Management was a net buyer of stock by $2.0M.
- Thrive Wealth Management has $665M in assets under management (AUM), dropping by 7.43%.
- Central Index Key (CIK): 0001847610
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Portfolio Holdings for Thrive Wealth Management
Thrive Wealth Management holds 239 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 23.8 | $159M | -2% | 5.0M | 31.91 |
|
| Vanguard Index Fds Value Etf (VTV) | 22.5 | $149M | +3% | 801k | 186.49 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.7 | $25M | +10% | 37k | 666.17 |
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| Vanguard Index Fds Growth Etf (VUG) | 2.2 | $15M | 31k | 479.61 |
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| Apple (AAPL) | 2.2 | $15M | 58k | 254.63 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.9 | $13M | 22k | 596.03 |
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| Ishares Tr Intl Eqty Factor (INTF) | 1.8 | $12M | 336k | 35.91 |
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| Microsoft Corporation (MSFT) | 1.6 | $11M | 21k | 517.96 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.5 | $9.9M | 16k | 612.37 |
|
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 1.5 | $9.7M | 32k | 302.35 |
|
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.2 | $8.3M | 285k | 29.11 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.2 | $8.2M | 32k | 254.28 |
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| NVIDIA Corporation (NVDA) | 1.2 | $7.7M | 41k | 186.58 |
|
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.1 | $7.3M | +2% | 313k | 23.28 |
|
| SEI Investments Company (SEIC) | 1.0 | $6.7M | +104% | 79k | 84.85 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $6.7M | -19% | 28k | 243.55 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $6.1M | 19k | 328.17 |
|
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.8 | $5.6M | -2% | 104k | 54.18 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.8 | $5.4M | +3% | 207k | 26.34 |
|
| Amazon (AMZN) | 0.8 | $5.0M | +11% | 23k | 219.57 |
|
| Johnson & Johnson (JNJ) | 0.7 | $4.4M | -2% | 24k | 185.42 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $4.1M | 6.2k | 669.29 |
|
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.6 | $3.9M | 89k | 44.19 |
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| Oracle Corporation (ORCL) | 0.6 | $3.9M | +141% | 14k | 281.24 |
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| Ishares Tr National Mun Etf (MUB) | 0.5 | $3.6M | -67% | 34k | 106.49 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $3.6M | +2% | 38k | 93.37 |
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| Loar Holdings Com Shs (LOAR) | 0.5 | $3.3M | 41k | 80.00 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.5 | $3.3M | +4% | 127k | 25.71 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $3.3M | +6% | 13k | 243.09 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $3.2M | 6.4k | 502.74 |
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| Visa Com Cl A (V) | 0.5 | $3.0M | 8.9k | 341.38 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $2.8M | +4% | 47k | 59.92 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $2.8M | +4% | 14k | 194.50 |
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| Procter & Gamble Company (PG) | 0.4 | $2.5M | -2% | 16k | 153.65 |
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| Ishares Core Msci Emkt (IEMG) | 0.4 | $2.4M | +2% | 36k | 65.92 |
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| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.4 | $2.4M | +32% | 88k | 27.29 |
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| Tesla Motors (TSLA) | 0.3 | $2.3M | +4% | 5.1k | 444.72 |
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| Meta Platforms Cl A (META) | 0.3 | $2.2M | +2% | 3.0k | 734.44 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $2.2M | -2% | 7.0k | 315.41 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $2.0M | +3% | 3.5k | 568.79 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $1.9M | +6% | 16k | 118.83 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $1.9M | +3% | 3.7k | 499.17 |
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| Broadcom (AVGO) | 0.3 | $1.8M | 5.6k | 329.91 |
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| Hartford Fds Exchange Traded Mun Oportunite (HMOP) | 0.3 | $1.7M | -4% | 44k | 38.97 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $1.7M | +4% | 3.5k | 485.04 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $1.7M | -24% | 56k | 29.64 |
|
| Spdr Series Trust Nuveen Ice High (HYMB) | 0.2 | $1.6M | -38% | 66k | 24.93 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.6M | +26% | 3.4k | 468.36 |
|
| salesforce (CRM) | 0.2 | $1.6M | -6% | 6.7k | 237.01 |
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| International Business Machines (IBM) | 0.2 | $1.5M | -4% | 5.5k | 282.17 |
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| Merck & Co (MRK) | 0.2 | $1.5M | -11% | 17k | 83.93 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $1.4M | -4% | 52k | 27.30 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.4M | +3% | 12k | 112.75 |
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| Abbvie (ABBV) | 0.2 | $1.3M | 5.6k | 231.54 |
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| Danaher Corporation (DHR) | 0.2 | $1.3M | +3% | 6.6k | 198.27 |
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| S&p Global (SPGI) | 0.2 | $1.3M | 2.7k | 486.77 |
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| Chevron Corporation (CVX) | 0.2 | $1.2M | -3% | 7.9k | 155.28 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.2M | 6.0k | 203.59 |
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| Home Depot (HD) | 0.2 | $1.2M | -3% | 3.0k | 405.24 |
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| Cisco Systems (CSCO) | 0.2 | $1.2M | 17k | 68.42 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.2M | 9.9k | 120.72 |
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| McKesson Corporation (MCK) | 0.2 | $1.1M | 1.5k | 772.59 |
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| TJX Companies (TJX) | 0.2 | $1.1M | 7.9k | 144.55 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $1.1M | 8.0k | 140.95 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.1M | +6% | 17k | 65.26 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $1.1M | -63% | 11k | 100.25 |
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| Linde SHS (LIN) | 0.2 | $1.1M | 2.3k | 475.00 |
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| Amphenol Corp Cl A (APH) | 0.2 | $1.1M | -24% | 8.8k | 123.75 |
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| Pembina Pipeline Corp (PBA) | 0.2 | $1.1M | 27k | 40.46 |
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| Philip Morris International (PM) | 0.2 | $1.1M | 6.6k | 162.20 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $1.0M | 8.4k | 123.75 |
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| Pfizer (PFE) | 0.2 | $1.0M | 41k | 25.48 |
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| Intuit (INTU) | 0.2 | $1.0M | -12% | 1.5k | 682.90 |
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| Roblox Corp Cl A (RBLX) | 0.2 | $1.0M | 7.4k | 138.52 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.0M | +16% | 4.4k | 236.40 |
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| Wells Fargo & Company (WFC) | 0.1 | $993k | -5% | 12k | 83.82 |
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| Ecolab (ECL) | 0.1 | $991k | 3.6k | 273.89 |
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| McDonald's Corporation (MCD) | 0.1 | $987k | 3.2k | 303.89 |
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| At&t (T) | 0.1 | $981k | -3% | 35k | 28.24 |
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| Coca-Cola Company (KO) | 0.1 | $968k | 15k | 66.32 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $944k | +20% | 5.2k | 182.42 |
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| Citigroup Com New (C) | 0.1 | $941k | -9% | 9.3k | 101.50 |
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| Eli Lilly & Co. (LLY) | 0.1 | $936k | -5% | 1.2k | 763.05 |
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| Amgen (AMGN) | 0.1 | $918k | 3.3k | 282.22 |
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| PNC Financial Services (PNC) | 0.1 | $911k | 4.5k | 200.95 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $906k | +3% | 3.7k | 241.95 |
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| Caterpillar (CAT) | 0.1 | $902k | 1.9k | 477.18 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $882k | +3% | 1.5k | 600.24 |
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| Verisign (VRSN) | 0.1 | $881k | 3.2k | 279.57 |
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| Capital Grp Fixed Incm Etf T Municipal High I (CGHM) | 0.1 | $855k | +141% | 34k | 25.29 |
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| Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 0.1 | $839k | 24k | 34.99 |
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| Verizon Communications (VZ) | 0.1 | $827k | 19k | 43.95 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $823k | -7% | 3.8k | 215.76 |
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| Verisk Analytics (VRSK) | 0.1 | $816k | +6% | 3.2k | 251.47 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $807k | 47k | 17.16 |
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| Netflix (NFLX) | 0.1 | $771k | -11% | 643.00 | 1198.99 |
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| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.1 | $761k | +250% | 10k | 75.62 |
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| Equifax (EFX) | 0.1 | $760k | +39% | 3.0k | 256.53 |
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| Zoetis Cl A (ZTS) | 0.1 | $752k | -14% | 5.1k | 146.33 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $748k | 5.1k | 145.66 |
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| Xylem (XYL) | 0.1 | $739k | 5.0k | 147.49 |
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| General Dynamics Corporation (GD) | 0.1 | $736k | 2.2k | 341.07 |
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| American Tower Reit (AMT) | 0.1 | $735k | 3.8k | 192.32 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $726k | +11% | 3.6k | 201.55 |
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| Costco Wholesale Corporation (COST) | 0.1 | $725k | -2% | 783.00 | 925.84 |
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| Boston Scientific Corporation (BSX) | 0.1 | $710k | 7.3k | 97.63 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $695k | 4.2k | 167.33 |
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| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.1 | $687k | +41% | 6.7k | 101.92 |
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| American Express Company (AXP) | 0.1 | $679k | 2.0k | 332.10 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $665k | +8% | 7.5k | 88.96 |
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| Wal-Mart Stores (WMT) | 0.1 | $633k | -3% | 6.1k | 103.07 |
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| UnitedHealth (UNH) | 0.1 | $632k | -10% | 1.8k | 345.28 |
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| Fortinet (FTNT) | 0.1 | $628k | -17% | 7.5k | 84.08 |
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| Bank of America Corporation (BAC) | 0.1 | $620k | 12k | 51.59 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $616k | +2% | 9.0k | 68.81 |
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| Southern Company (SO) | 0.1 | $614k | 6.5k | 94.77 |
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| Wec Energy Group (WEC) | 0.1 | $604k | 5.3k | 114.59 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $595k | +40% | 22k | 26.84 |
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| Entergy Corporation (ETR) | 0.1 | $594k | 6.4k | 93.19 |
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| Alliant Energy Corporation (LNT) | 0.1 | $543k | 8.1k | 67.41 |
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| Air Products & Chemicals (APD) | 0.1 | $538k | 2.0k | 272.77 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $537k | 10k | 53.40 |
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| Cummins (CMI) | 0.1 | $513k | -17% | 1.2k | 422.37 |
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| Medtronic SHS (MDT) | 0.1 | $512k | 5.4k | 95.24 |
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| Goldman Sachs (GS) | 0.1 | $507k | 637.00 | 796.18 |
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| W.R. Berkley Corporation (WRB) | 0.1 | $506k | +3% | 6.6k | 76.62 |
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| Sofi Technologies (SOFI) | 0.1 | $501k | NEW | 19k | 26.42 |
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| Abbott Laboratories (ABT) | 0.1 | $491k | 3.7k | 133.93 |
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| Walt Disney Company (DIS) | 0.1 | $484k | 4.2k | 114.51 |
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| Lpl Financial Holdings (LPLA) | 0.1 | $483k | 1.5k | 332.69 |
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| Intercontinental Exchange (ICE) | 0.1 | $472k | 2.8k | 168.50 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $470k | -4% | 17k | 27.90 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $468k | 3.5k | 133.90 |
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| Nextera Energy (NEE) | 0.1 | $449k | 5.9k | 75.49 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $446k | -4% | 1.5k | 297.63 |
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| Qualcomm (QCOM) | 0.1 | $445k | 2.7k | 166.35 |
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| Allegion Ord Shs (ALLE) | 0.1 | $445k | +2% | 2.5k | 177.35 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $434k | 3.1k | 142.12 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $434k | +35% | 1.2k | 365.48 |
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| Cme (CME) | 0.1 | $431k | NEW | 1.6k | 270.19 |
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| Bentley Sys Com Cl B (BSY) | 0.1 | $427k | +2% | 8.3k | 51.48 |
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $423k | +3% | 721.00 | 586.04 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $420k | -9% | 13k | 31.42 |
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| Pepsi (PEP) | 0.1 | $420k | 3.0k | 140.43 |
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| Prudential Financial (PRU) | 0.1 | $412k | 4.0k | 103.73 |
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| Zurn Water Solutions Corp Zws (ZWS) | 0.1 | $410k | +3% | 8.7k | 47.03 |
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| Morgan Stanley Com New (MS) | 0.1 | $398k | 2.5k | 158.94 |
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| Honeywell International (HON) | 0.1 | $396k | -7% | 1.9k | 210.52 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $388k | -5% | 1.9k | 208.71 |
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| Eversource Energy (ES) | 0.1 | $388k | 5.5k | 71.14 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $387k | +33% | 4.4k | 87.30 |
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| Ea Series Trust Morgan Dempsey L (MDLV) | 0.1 | $384k | NEW | 14k | 28.00 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $384k | 4.1k | 93.35 |
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| Rollins (ROL) | 0.1 | $380k | +2% | 6.5k | 58.74 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $378k | 4.7k | 79.93 |
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| Universal Display Corporation (OLED) | 0.1 | $377k | -6% | 2.6k | 143.63 |
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| Paypal Holdings (PYPL) | 0.1 | $375k | -5% | 5.6k | 67.06 |
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| Crown Castle Intl (CCI) | 0.1 | $373k | -3% | 3.9k | 96.50 |
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| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.1 | $369k | 299.00 | 1234.29 |
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| Dollar General (DG) | 0.1 | $360k | 3.5k | 103.36 |
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| Applied Materials (AMAT) | 0.1 | $359k | 1.8k | 204.73 |
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| Starbucks Corporation (SBUX) | 0.1 | $357k | -6% | 4.2k | 84.61 |
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.1 | $356k | -2% | 3.9k | 91.75 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $355k | +12% | 4.3k | 82.57 |
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| Automatic Data Processing (ADP) | 0.1 | $352k | -3% | 1.2k | 293.48 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $351k | NEW | 4.8k | 73.46 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $351k | +6% | 2.5k | 137.80 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $351k | NEW | 5.4k | 65.00 |
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| Blackrock (BLK) | 0.1 | $344k | -2% | 295.00 | 1166.72 |
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| Eaton Corp SHS (ETN) | 0.1 | $336k | 898.00 | 374.25 |
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| Gartner (IT) | 0.1 | $333k | -19% | 1.3k | 262.87 |
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| Ge Aerospace Com New (GE) | 0.0 | $332k | 1.1k | 300.78 |
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| Lennox International (LII) | 0.0 | $328k | -2% | 620.00 | 529.16 |
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| Main Street Capital Corporation (MAIN) | 0.0 | $327k | 5.1k | 63.59 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $320k | +11% | 1.5k | 206.53 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $318k | 1.1k | 297.16 |
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| Nordson Corporation (NDSN) | 0.0 | $317k | 1.4k | 226.98 |
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| Lowe's Companies (LOW) | 0.0 | $316k | 1.3k | 251.24 |
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| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $313k | -2% | 2.4k | 128.40 |
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| Astrazeneca Sponsored Adr (AZN) | 0.0 | $313k | 4.1k | 76.73 |
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| Deere & Company (DE) | 0.0 | $311k | -2% | 681.00 | 457.22 |
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| Servicenow (NOW) | 0.0 | $311k | -21% | 338.00 | 920.28 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $301k | +6% | 9.0k | 33.37 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $296k | 3.3k | 89.77 |
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| Emerson Electric (EMR) | 0.0 | $289k | +5% | 2.2k | 131.19 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $288k | 2.1k | 140.02 |
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| ConocoPhillips (COP) | 0.0 | $288k | -6% | 3.0k | 94.60 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $288k | -3% | 935.00 | 307.70 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $287k | -4% | 4.6k | 62.47 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $283k | 6.0k | 46.81 |
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| Constellation Energy (CEG) | 0.0 | $278k | +4% | 843.00 | 329.17 |
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| PPL Corporation (PPL) | 0.0 | $275k | 7.4k | 37.16 |
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| Advanced Micro Devices (AMD) | 0.0 | $274k | NEW | 1.7k | 161.79 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $271k | 2.8k | 95.47 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $270k | 920.00 | 293.83 |
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| Pool Corporation (POOL) | 0.0 | $269k | -9% | 869.00 | 309.97 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $268k | +2% | 753.00 | 355.47 |
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| GSK Sponsored Adr (GSK) | 0.0 | $265k | -32% | 6.1k | 43.16 |
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| Watsco, Incorporated (WSO) | 0.0 | $264k | -15% | 654.00 | 404.30 |
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| Altria (MO) | 0.0 | $262k | +4% | 4.0k | 66.06 |
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| Ul Solutions Class A Com Shs (ULS) | 0.0 | $261k | NEW | 3.7k | 70.86 |
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| AmerisourceBergen (COR) | 0.0 | $260k | -8% | 831.00 | 312.52 |
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| Intel Corporation (INTC) | 0.0 | $257k | -23% | 7.7k | 33.55 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $250k | 2.6k | 96.55 |
|
|
| Oneok (OKE) | 0.0 | $249k | NEW | 3.4k | 72.97 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $246k | 2.3k | 108.98 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $238k | NEW | 2.5k | 95.15 |
|
| eBay (EBAY) | 0.0 | $238k | NEW | 2.6k | 90.94 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $236k | -4% | 2.5k | 93.25 |
|
| Proshares Tr Ii Ultra Bloomberg (BOIL) | 0.0 | $231k | NEW | 7.7k | 29.99 |
|
| J P Morgan Exchange Traded F Betabuilders Us (BBMC) | 0.0 | $230k | 2.2k | 104.00 |
|
|
| Uber Technologies (UBER) | 0.0 | $228k | 2.3k | 97.97 |
|
|
| Trimble Navigation (TRMB) | 0.0 | $226k | NEW | 2.8k | 81.65 |
|
| Saia (SAIA) | 0.0 | $226k | +2% | 755.00 | 299.36 |
|
| Enterprise Products Partners (EPD) | 0.0 | $225k | 7.2k | 31.27 |
|
|
| Bright Horizons Fam Sol In D (BFAM) | 0.0 | $220k | -4% | 2.0k | 108.57 |
|
| Alexandria Real Estate Equities (ARE) | 0.0 | $219k | -11% | 2.6k | 83.33 |
|
| Travelers Companies (TRV) | 0.0 | $214k | -3% | 767.00 | 279.26 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $214k | NEW | 2.9k | 74.37 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $213k | NEW | 754.00 | 281.86 |
|
| Chubb (CB) | 0.0 | $211k | 748.00 | 282.25 |
|
|
| Cigna Corp (CI) | 0.0 | $211k | -3% | 732.00 | 288.12 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $211k | NEW | 3.2k | 66.01 |
|
| Voya Financial (VOYA) | 0.0 | $210k | NEW | 2.8k | 74.80 |
|
| Fidelity Ethereum SHS (FETH) | 0.0 | $208k | NEW | 5.0k | 41.55 |
|
| Jack Henry & Associates (JKHY) | 0.0 | $207k | -15% | 1.4k | 148.89 |
|
| H&R Block (HRB) | 0.0 | $207k | 4.1k | 50.57 |
|
|
| Exelon Corporation (EXC) | 0.0 | $207k | NEW | 4.6k | 45.01 |
|
| Gabelli Dividend & Income Trust (GDV) | 0.0 | $204k | NEW | 7.5k | 27.13 |
|
| Siteone Landscape Supply (SITE) | 0.0 | $203k | NEW | 1.6k | 128.80 |
|
| Marathon Digital Holdings In (MARA) | 0.0 | $202k | -50% | 11k | 18.26 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $202k | NEW | 619.00 | 326.27 |
|
| Norfolk Southern (NSC) | 0.0 | $202k | NEW | 672.00 | 300.44 |
|
| Thor Industries (THO) | 0.0 | $201k | NEW | 1.9k | 103.67 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $201k | -16% | 4.5k | 45.10 |
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $201k | NEW | 3.1k | 64.81 |
|
| Editas Medicine (EDIT) | 0.0 | $116k | 34k | 3.47 |
|
|
| Caribou Biosciences (CRBU) | 0.0 | $75k | 32k | 2.33 |
|
|
| Omniab (OABI) | 0.0 | $28k | 17k | 1.60 |
|
Past Filings by Thrive Wealth Management
SEC 13F filings are viewable for Thrive Wealth Management going back to 2021
- Thrive Wealth Management 2025 Q3 filed Oct. 7, 2025
- Thrive Wealth Management 2025 Q2 filed July 9, 2025
- Thrive Wealth Management 2025 Q1 filed April 10, 2025
- Thrive Wealth Management 2024 Q4 filed Jan. 16, 2025
- Thrive Wealth Management 2024 Q3 filed Oct. 4, 2024
- Thrive Wealth Management 2024 Q2 filed July 12, 2024
- Thrive Wealth Management 2024 Q1 filed April 16, 2024
- Thrive Wealth Management 2023 Q4 filed Jan. 10, 2024
- Thrive Wealth Management 2023 Q3 filed Oct. 13, 2023
- Thrive Wealth Management 2023 Q2 filed July 12, 2023
- Thrive Wealth Management 2023 Q1 filed April 7, 2023
- Thrive Wealth Management 2022 Q4 filed Jan. 25, 2023
- Thrive Wealth Management 2022 Q3 filed Oct. 24, 2022
- Thrive Wealth Management 2022 Q2 filed July 11, 2022
- Thrive Wealth Management 2022 Q1 filed May 2, 2022
- Thrive Wealth Management 2021 Q4 filed Feb. 14, 2022