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, AAPL, VUG, and represent 54.85% of Thrive Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VTV (+$5.9M), SCHF, VBIL, VB, NFLX, SCHB, HEDJ, UPS, PYLD, COO.
- Started 15 new stock positions in ADI, COO, BA, TSM, TTAN, HEDJ, UPS, BEAM, ENB, MCO. PH, CVS, APP, MMM, IQV.
- Reduced shares in these 10 stocks: MDY, SCHG, , VXUS, SPY, MSFT, AAPL, GOOG, ZBRA, PG.
- Sold out of its positions in ARE, HRB, BFAM, BMY, CI, FETH, MARA, MDLZ, NSC, POOL. SITE, OLED, VXUS, BND, WSO, ZBRA, CRSP.
- Thrive Wealth Management was a net buyer of stock by $5.0M.
- Thrive Wealth Management has $683M in assets under management (AUM), dropping by 2.67%.
- Central Index Key (CIK): 0001847610
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Portfolio Holdings for Thrive Wealth Management
Thrive Wealth Management holds 237 positions in its portfolio as reported in the December 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) | 23.5 | $161M | 4.9M | 32.62 |
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| Vanguard Index Fds Value Etf (VTV) | 23.3 | $159M | +3% | 832k | 190.99 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.7 | $25M | 37k | 681.91 |
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| Apple (AAPL) | 2.2 | $15M | -2% | 56k | 271.86 |
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| Vanguard Index Fds Growth Etf (VUG) | 2.2 | $15M | 30k | 487.85 |
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| Ishares Tr Intl Eqty Factor (INTF) | 1.9 | $13M | +2% | 343k | 37.75 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.6 | $11M | -15% | 18k | 603.29 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.5 | $10M | 16k | 627.15 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 1.4 | $9.9M | 32k | 309.04 |
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| Microsoft Corporation (MSFT) | 1.4 | $9.8M | -3% | 20k | 483.63 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.3 | $8.9M | +6% | 34k | 257.95 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.3 | $8.8M | +16% | 365k | 24.04 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.3 | $8.6M | +2% | 292k | 29.61 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $8.3M | -3% | 27k | 313.80 |
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| NVIDIA Corporation (NVDA) | 1.2 | $7.9M | +2% | 42k | 186.50 |
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| SEI Investments Company (SEIC) | 1.0 | $6.7M | +2% | 81k | 82.02 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $6.2M | 19k | 335.28 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.8 | $5.6M | 104k | 53.76 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.8 | $5.6M | 207k | 26.91 |
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| Amazon (AMZN) | 0.8 | $5.4M | 23k | 230.82 |
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| Johnson & Johnson (JNJ) | 0.7 | $4.9M | 24k | 206.95 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $4.2M | 6.1k | 684.93 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $4.2M | 13k | 313.01 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.6 | $4.1M | 91k | 45.45 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $3.8M | +3% | 40k | 96.03 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.6 | $3.8M | +12% | 143k | 26.23 |
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| Ishares Tr National Mun Etf (MUB) | 0.5 | $3.6M | 34k | 107.11 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $3.2M | 6.4k | 502.67 |
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| Visa Com Cl A (V) | 0.5 | $3.1M | 8.9k | 350.73 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $2.9M | 46k | 62.47 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $2.8M | -2% | 14k | 198.62 |
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| Loar Holdings Com Shs (LOAR) | 0.4 | $2.8M | 41k | 68.00 |
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| Oracle Corporation (ORCL) | 0.4 | $2.7M | 14k | 194.91 |
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| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.4 | $2.6M | +8% | 95k | 27.38 |
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| Tesla Motors (TSLA) | 0.4 | $2.4M | +4% | 5.4k | 449.75 |
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| Ishares Core Msci Emkt (IEMG) | 0.3 | $2.4M | -3% | 35k | 67.22 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $2.3M | +3% | 7.3k | 322.24 |
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| Broadcom (AVGO) | 0.3 | $2.1M | +9% | 6.1k | 346.11 |
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| Procter & Gamble Company (PG) | 0.3 | $2.0M | -13% | 14k | 143.31 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $2.0M | +3% | 17k | 120.18 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $2.0M | 3.5k | 570.81 |
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| Meta Platforms Cl A (META) | 0.3 | $2.0M | 3.0k | 660.01 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $2.0M | -3% | 3.4k | 579.46 |
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| Merck & Co (MRK) | 0.3 | $1.9M | +4% | 18k | 105.26 |
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| salesforce (CRM) | 0.3 | $1.8M | 6.9k | 264.91 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $1.8M | 3.7k | 483.70 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.7M | +6% | 3.7k | 473.26 |
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| Hartford Fds Exchange Traded Mun Oportunite (HMOP) | 0.3 | $1.7M | 44k | 39.11 |
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| Spdr Series Trust State Street Spd (HYMB) | 0.2 | $1.7M | +2% | 67k | 24.94 |
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| International Business Machines (IBM) | 0.2 | $1.6M | 5.5k | 296.23 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.6M | +7% | 13k | 120.34 |
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| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.2 | $1.6M | +108% | 21k | 75.43 |
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| Danaher Corporation (DHR) | 0.2 | $1.5M | 6.5k | 228.93 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $1.5M | -13% | 49k | 30.07 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $1.4M | 53k | 27.43 |
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| S&p Global (SPGI) | 0.2 | $1.4M | 2.6k | 522.61 |
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| Abbvie (ABBV) | 0.2 | $1.3M | +3% | 5.8k | 228.49 |
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| Cisco Systems (CSCO) | 0.2 | $1.3M | -2% | 17k | 77.03 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.3M | 6.0k | 210.33 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.2M | -5% | 1.2k | 1075.05 |
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| Chevron Corporation (CVX) | 0.2 | $1.2M | 8.0k | 152.41 |
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| McKesson Corporation (MCK) | 0.2 | $1.2M | 1.5k | 820.34 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.2M | 9.8k | 123.26 |
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| TJX Companies (TJX) | 0.2 | $1.2M | 7.9k | 153.60 |
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| Caterpillar (CAT) | 0.2 | $1.2M | +11% | 2.1k | 572.83 |
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| Philip Morris International (PM) | 0.2 | $1.2M | +10% | 7.3k | 160.39 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $1.1M | 8.0k | 143.51 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.1M | 17k | 66.00 |
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| Wells Fargo & Company (WFC) | 0.2 | $1.1M | 12k | 93.20 |
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| Citigroup Com New (C) | 0.2 | $1.1M | 9.3k | 116.70 |
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| Amgen (AMGN) | 0.2 | $1.1M | 3.3k | 327.29 |
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| Coca-Cola Company (KO) | 0.2 | $1.1M | +4% | 15k | 69.91 |
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| McDonald's Corporation (MCD) | 0.2 | $1.1M | +6% | 3.5k | 305.61 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $1.0M | +4% | 8.8k | 117.21 |
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| Home Depot (HD) | 0.1 | $1.0M | 2.9k | 344.04 |
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| Amphenol Corp Cl A (APH) | 0.1 | $1.0M | -15% | 7.5k | 135.13 |
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| Intuit (INTU) | 0.1 | $1.0M | 1.5k | 662.35 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $997k | +8% | 5.6k | 177.75 |
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| Pembina Pipeline Corp (PBA) | 0.1 | $996k | -2% | 26k | 38.06 |
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| Union Pacific Corporation (UNP) | 0.1 | $987k | -2% | 4.3k | 231.34 |
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| PNC Financial Services (PNC) | 0.1 | $981k | +3% | 4.7k | 208.73 |
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| Capital Grp Fixed Incm Etf T Municipal High I (CGHM) | 0.1 | $950k | +10% | 37k | 25.48 |
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| Ecolab (ECL) | 0.1 | $948k | 3.6k | 262.50 |
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| Linde SHS (LIN) | 0.1 | $946k | -4% | 2.2k | 426.48 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $943k | +59% | 35k | 26.68 |
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| Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 0.1 | $941k | -15% | 20k | 46.30 |
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| Verisk Analytics (VRSK) | 0.1 | $901k | +24% | 4.0k | 223.67 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $891k | -20% | 8.9k | 99.88 |
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| At&t (T) | 0.1 | $870k | 35k | 24.84 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $856k | -7% | 3.5k | 246.19 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $855k | 3.9k | 219.80 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $823k | +8% | 4.5k | 183.39 |
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| Verisign (VRSN) | 0.1 | $788k | +2% | 3.2k | 242.95 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $776k | 47k | 16.49 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $767k | 5.2k | 148.68 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $763k | -15% | 1.2k | 614.40 |
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| Verizon Communications (VZ) | 0.1 | $763k | 19k | 40.73 |
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| American Express Company (AXP) | 0.1 | $751k | 2.0k | 369.92 |
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| General Dynamics Corporation (GD) | 0.1 | $729k | 2.2k | 336.60 |
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| Pfizer (PFE) | 0.1 | $719k | -29% | 29k | 24.90 |
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| Boston Scientific Corporation (BSX) | 0.1 | $704k | 7.4k | 95.35 |
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| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.1 | $685k | 6.7k | 101.58 |
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| Xylem (XYL) | 0.1 | $683k | 5.0k | 136.19 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $681k | 7.6k | 89.43 |
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| Wal-Mart Stores (WMT) | 0.1 | $680k | 6.1k | 111.42 |
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| Costco Wholesale Corporation (COST) | 0.1 | $673k | 780.00 | 862.76 |
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| Bank of America Corporation (BAC) | 0.1 | $653k | 12k | 55.00 |
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| Pepsi (PEP) | 0.1 | $638k | +48% | 4.4k | 143.52 |
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| Equifax (EFX) | 0.1 | $631k | 2.9k | 216.98 |
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| Cummins (CMI) | 0.1 | $616k | 1.2k | 510.45 |
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| Roblox Corp Cl A (RBLX) | 0.1 | $605k | 7.5k | 81.03 |
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| Fortinet (FTNT) | 0.1 | $595k | 7.5k | 79.41 |
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| Netflix (NFLX) | 0.1 | $594k | +885% | 6.3k | 93.75 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $593k | 3.5k | 171.16 |
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| Entergy Corporation (ETR) | 0.1 | $589k | 6.4k | 92.43 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $586k | 9.1k | 64.31 |
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| Wec Energy Group (WEC) | 0.1 | $564k | 5.3k | 105.46 |
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| Southern Company (SO) | 0.1 | $563k | 6.5k | 87.20 |
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| Lpl Financial Holdings (LPLA) | 0.1 | $561k | +8% | 1.6k | 357.17 |
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| Goldman Sachs (GS) | 0.1 | $556k | 633.00 | 878.82 |
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| UnitedHealth (UNH) | 0.1 | $552k | -8% | 1.7k | 330.03 |
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| Cme (CME) | 0.1 | $537k | +23% | 2.0k | 273.15 |
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| Medtronic SHS (MDT) | 0.1 | $535k | +3% | 5.6k | 96.05 |
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| American Tower Reit (AMT) | 0.1 | $523k | -22% | 3.0k | 175.57 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $521k | -21% | 2.8k | 185.51 |
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| Alliant Energy Corporation (LNT) | 0.1 | $517k | 8.0k | 65.01 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $515k | +7% | 18k | 28.48 |
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| Sofi Technologies (SOFI) | 0.1 | $510k | +2% | 20k | 26.18 |
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| Constellation Energy (CEG) | 0.1 | $493k | +65% | 1.4k | 353.25 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $488k | -11% | 8.9k | 54.71 |
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| Nextera Energy (NEE) | 0.1 | $486k | 6.1k | 80.27 |
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| Zoetis Cl A (ZTS) | 0.1 | $485k | -25% | 3.9k | 125.83 |
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| Air Products & Chemicals (APD) | 0.1 | $473k | -2% | 1.9k | 247.05 |
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| Intercontinental Exchange (ICE) | 0.1 | $456k | 2.8k | 161.98 |
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| Abbott Laboratories (ABT) | 0.1 | $456k | 3.6k | 125.29 |
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| Dollar General (DG) | 0.1 | $454k | 3.4k | 132.76 |
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| Qualcomm (QCOM) | 0.1 | $454k | 2.7k | 171.02 |
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| W.R. Berkley Corporation (WRB) | 0.1 | $454k | 6.5k | 70.13 |
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| Prudential Financial (PRU) | 0.1 | $453k | 4.0k | 112.88 |
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| Morgan Stanley Com New (MS) | 0.1 | $450k | 2.5k | 177.51 |
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| Walt Disney Company (DIS) | 0.1 | $446k | -7% | 3.9k | 113.78 |
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| Applied Materials (AMAT) | 0.1 | $443k | 1.7k | 256.97 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $432k | 3.1k | 141.14 |
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| Zurn Water Solutions Corp Zws (ZWS) | 0.1 | $423k | +4% | 9.1k | 46.49 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $416k | +55% | 1.4k | 290.31 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $413k | +10% | 4.5k | 91.92 |
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| Allegion Ord Shs (ALLE) | 0.1 | $407k | +2% | 2.6k | 159.22 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $407k | +11% | 4.8k | 84.63 |
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| Rollins (ROL) | 0.1 | $404k | +4% | 6.7k | 60.02 |
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| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.1 | $392k | NEW | 7.4k | 53.06 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $387k | -2% | 4.3k | 89.46 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $383k | 4.1k | 93.08 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $377k | 4.7k | 79.73 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $373k | -17% | 1.2k | 302.14 |
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| United Parcel Service CL B (UPS) | 0.1 | $373k | NEW | 3.8k | 99.18 |
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| Advanced Micro Devices (AMD) | 0.1 | $369k | +2% | 1.7k | 214.16 |
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| Eversource Energy (ES) | 0.1 | $367k | 5.4k | 67.33 |
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $365k | 715.00 | 510.73 |
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| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.1 | $362k | 299.00 | 1212.00 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $348k | -3% | 2.5k | 141.06 |
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| Starbucks Corporation (SBUX) | 0.1 | $348k | -2% | 4.1k | 84.20 |
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| Honeywell International (HON) | 0.1 | $346k | -5% | 1.8k | 195.07 |
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| Nordson Corporation (NDSN) | 0.1 | $344k | +2% | 1.4k | 240.46 |
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| Ge Aerospace Com New (GE) | 0.0 | $336k | 1.1k | 308.05 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $335k | -24% | 897.00 | 373.44 |
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| Crown Castle Intl (CCI) | 0.0 | $325k | -5% | 3.7k | 88.86 |
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| Spdr Series Trust State Street Spd (BIL) | 0.0 | $325k | -8% | 3.6k | 91.38 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $323k | +9% | 9.9k | 32.75 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $320k | -18% | 1.5k | 211.79 |
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| GSK Sponsored Adr (GSK) | 0.0 | $316k | +4% | 6.4k | 49.04 |
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| Deere & Company (DE) | 0.0 | $313k | 672.00 | 465.60 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $310k | -22% | 10k | 29.89 |
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| Cooper Cos (COO) | 0.0 | $309k | NEW | 3.8k | 81.96 |
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| PPL Corporation (PPL) | 0.0 | $307k | +18% | 8.8k | 35.02 |
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| Jack Henry & Associates (JKHY) | 0.0 | $307k | +20% | 1.7k | 182.52 |
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| Main Street Capital Corporation (MAIN) | 0.0 | $306k | 5.1k | 60.39 |
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| Blackrock (BLK) | 0.0 | $303k | -4% | 283.00 | 1071.16 |
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| Lowe's Companies (LOW) | 0.0 | $303k | 1.3k | 241.10 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $298k | 753.00 | 396.31 |
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| Ul Solutions Class A Com Shs (ULS) | 0.0 | $298k | +2% | 3.8k | 78.86 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $297k | -9% | 1.4k | 212.03 |
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| Eaton Corp SHS (ETN) | 0.0 | $295k | +3% | 927.00 | 318.51 |
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| Automatic Data Processing (ADP) | 0.0 | $295k | -4% | 1.1k | 257.22 |
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| Emerson Electric (EMR) | 0.0 | $287k | 2.2k | 132.72 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $284k | -3% | 902.00 | 314.76 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $283k | 6.0k | 46.81 |
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| Rio Tinto Sponsored Adr (RIO) | 0.0 | $282k | +10% | 3.5k | 80.03 |
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| AmerisourceBergen (COR) | 0.0 | $281k | 833.00 | 337.75 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $281k | 2.8k | 99.91 |
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| Intel Corporation (INTC) | 0.0 | $277k | 7.5k | 36.90 |
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| Exelon Corporation (EXC) | 0.0 | $277k | +38% | 6.3k | 43.59 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $275k | NEW | 408.00 | 673.82 |
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| Servicenow (NOW) | 0.0 | $272k | +424% | 1.8k | 153.17 |
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| Lennox International (LII) | 0.0 | $271k | -9% | 559.00 | 485.51 |
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| Saia (SAIA) | 0.0 | $267k | +8% | 818.00 | 326.52 |
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| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $266k | 2.4k | 109.61 |
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| Spdr Series Trust State Street Spd (SDY) | 0.0 | $262k | -8% | 1.9k | 139.13 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $261k | 2.3k | 116.11 |
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| Gartner (IT) | 0.0 | $261k | -18% | 1.0k | 252.37 |
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| Altria (MO) | 0.0 | $260k | +13% | 4.5k | 57.65 |
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| ConocoPhillips (COP) | 0.0 | $254k | -10% | 2.7k | 93.62 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $254k | 2.6k | 96.27 |
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| Paypal Holdings (PYPL) | 0.0 | $252k | -22% | 4.3k | 58.38 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $252k | -6% | 5.1k | 49.65 |
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| Chubb (CB) | 0.0 | $247k | +5% | 790.00 | 312.21 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $238k | 2.5k | 94.16 |
|
|
| Beam Therapeutics (BEAM) | 0.0 | $235k | NEW | 8.5k | 27.72 |
|
| Enterprise Products Partners (EPD) | 0.0 | $231k | 7.2k | 32.06 |
|
|
| Proshares Tr Ii Ultra Bloomberg (BOIL) | 0.0 | $229k | +29% | 10k | 22.90 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $228k | NEW | 749.00 | 303.72 |
|
| Servicetitan Shs Cl A (TTAN) | 0.0 | $227k | NEW | 2.1k | 106.50 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $225k | 3.3k | 68.36 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $225k | 625.00 | 360.31 |
|
|
| Travelers Companies (TRV) | 0.0 | $221k | 761.00 | 290.15 |
|
|
| Bentley Sys Com Cl B (BSY) | 0.0 | $219k | -30% | 5.7k | 38.16 |
|
| Iqvia Holdings (IQV) | 0.0 | $218k | NEW | 968.00 | 225.41 |
|
| Trimble Navigation (TRMB) | 0.0 | $218k | 2.8k | 78.35 |
|
|
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $216k | -5% | 2.4k | 90.03 |
|
| 3M Company (MMM) | 0.0 | $215k | NEW | 1.3k | 160.10 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $214k | NEW | 243.00 | 878.96 |
|
| Boeing Company (BA) | 0.0 | $213k | NEW | 980.00 | 217.04 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $212k | NEW | 2.7k | 79.37 |
|
| Analog Devices (ADI) | 0.0 | $210k | NEW | 775.00 | 271.24 |
|
| eBay (EBAY) | 0.0 | $209k | -8% | 2.4k | 87.09 |
|
| Gabelli Dividend & Income Trust (GDV) | 0.0 | $208k | 7.5k | 27.77 |
|
|
| Oneok (OKE) | 0.0 | $207k | -17% | 2.8k | 73.50 |
|
| J P Morgan Exchange Traded F Betabuilders Us (BBMC) | 0.0 | $207k | -12% | 1.9k | 106.62 |
|
| Voya Financial (VOYA) | 0.0 | $207k | 2.8k | 74.49 |
|
|
| Moody's Corporation (MCO) | 0.0 | $207k | NEW | 404.00 | 511.21 |
|
| Ea Series Trust Morgan Dempsey L (MDLV) | 0.0 | $207k | -46% | 7.3k | 28.37 |
|
| Uber Technologies (UBER) | 0.0 | $205k | +7% | 2.5k | 81.71 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $202k | +86% | 1.4k | 143.97 |
|
| Enbridge (ENB) | 0.0 | $202k | NEW | 4.2k | 47.83 |
|
| Thor Industries (THO) | 0.0 | $201k | 2.0k | 102.67 |
|
|
| Editas Medicine (EDIT) | 0.0 | $69k | 34k | 2.05 |
|
|
| Caribou Biosciences (CRBU) | 0.0 | $51k | 32k | 1.59 |
|
|
| Omniab (OABI) | 0.0 | $32k | 17k | 1.85 |
|
Past Filings by Thrive Wealth Management
SEC 13F filings are viewable for Thrive Wealth Management going back to 2021
- Thrive Wealth Management 2025 Q4 filed Jan. 12, 2026
- 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