Thrive Wealth Management
Latest statistics and disclosures from Thrive Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTV, SCHG, SPY, INTF, AAPL, and represent 56.26% of Thrive Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$14M), INTF (+$6.8M), SPY (+$5.6M), SCHG, SNOW, AAPL, IWF, VTV, MUB, NVDA.
- Started 34 new stock positions in APP, VEU, SNDK, AZN, PSA, MMM, STLD, RKLB, BIL, COHR.
- Reduced shares in these 10 stocks: GOOG, INTU, ET, , Honeywell International, VIRT, , PBA, PNC, ORCL.
- Sold out of its positions in BCAX, BBAI, ENB, GILD, Honeywell International, INTU, OKE, BOND, VV, VIRT. ZTS.
- Thrive Wealth Management was a net buyer of stock by $47M.
- Thrive Wealth Management has $787M in assets under management (AUM), dropping by 17.33%.
- Central Index Key (CIK): 0001847610
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Portfolio Holdings for Thrive Wealth Management
Thrive Wealth Management holds 254 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Value Etf (VTV) | 24.1 | $189M | 869k | 217.93 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 23.3 | $184M | +2% | 5.4M | 33.84 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 3.8 | $30M | +23% | 40k | 746.77 |
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| Ishares Tr Intl Eqty Factor (INTF) | 2.6 | $21M | +48% | 509k | 40.96 |
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| Apple (AAPL) | 2.4 | $19M | +14% | 66k | 289.36 |
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| Vanguard Index Fds Growth Etf (VUG) | 2.1 | $17M | +502% | 194k | 86.14 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 1.6 | $13M | 18k | 703.33 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $11M | 17k | 686.80 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.4 | $11M | +4% | 384k | 27.70 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.3 | $10M | 35k | 303.12 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 1.3 | $10M | 31k | 338.72 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.3 | $10M | +2% | 295k | 34.81 |
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| NVIDIA Corporation (NVDA) | 1.2 | $9.2M | +7% | 46k | 200.09 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $9.2M | -4% | 26k | 353.33 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $7.5M | +2% | 20k | 370.05 |
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| Microsoft Corporation (MSFT) | 0.9 | $7.4M | 20k | 373.02 |
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| SEI Investments Company (SEIC) | 0.8 | $6.5M | -3% | 74k | 87.71 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.8 | $6.2M | 105k | 59.69 |
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| Amazon (AMZN) | 0.8 | $6.2M | +3% | 26k | 238.34 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.8 | $6.1M | 206k | 29.43 |
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| Johnson & Johnson (JNJ) | 0.7 | $5.7M | 23k | 253.97 |
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| Ishares Tr National Mun Etf (MUB) | 0.7 | $5.2M | +23% | 48k | 107.62 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $5.1M | 14k | 357.37 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $5.0M | 6.6k | 748.88 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $4.6M | +6% | 45k | 103.88 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.6 | $4.5M | 91k | 49.55 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.5 | $3.9M | +2% | 136k | 28.96 |
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| Snowflake Com Shs (SNOW) | 0.5 | $3.8M | NEW | 15k | 254.50 |
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| Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU) | 0.5 | $3.5M | +4% | 129k | 27.47 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $3.2M | 45k | 71.25 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $3.2M | -2% | 6.4k | 500.41 |
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| Ishares Core Msci Emkt (IEMG) | 0.4 | $3.0M | 37k | 82.84 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $3.0M | 14k | 219.43 |
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| Loar Holdings Com Shs (LOAR) | 0.4 | $2.9M | 36k | 80.61 |
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| Visa Com Cl A (V) | 0.4 | $2.8M | 8.2k | 343.07 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $2.5M | +458% | 20k | 124.17 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $2.5M | 17k | 148.31 |
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| Broadcom (AVGO) | 0.3 | $2.5M | +3% | 6.6k | 377.73 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $2.4M | 7.5k | 327.34 |
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| Tesla Motors (TSLA) | 0.3 | $2.4M | +3% | 5.8k | 420.62 |
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| International Business Machines (IBM) | 0.3 | $2.4M | 8.4k | 281.21 |
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| Merck & Co (MRK) | 0.3 | $2.3M | +2% | 18k | 128.50 |
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| Caterpillar (CAT) | 0.3 | $2.3M | 2.1k | 1065.01 |
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| Hartford Fds Exchange Traded Mun Oportunite (HMOP) | 0.3 | $2.2M | +27% | 56k | 39.15 |
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| Procter & Gamble Company (PG) | 0.2 | $1.9M | 13k | 146.64 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $1.9M | +13% | 60k | 31.71 |
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| Cisco Systems (CSCO) | 0.2 | $1.9M | -5% | 16k | 117.46 |
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| Meta Platforms Cl A (META) | 0.2 | $1.8M | -7% | 3.3k | 563.35 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.8M | +5% | 3.6k | 513.62 |
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| Spdr Series Trust St Nuve High Etf (HYMB) | 0.2 | $1.8M | +2% | 71k | 25.44 |
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| Oracle Corporation (ORCL) | 0.2 | $1.8M | -13% | 12k | 146.55 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $1.7M | -2% | 4.0k | 433.28 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.7M | +16% | 3.4k | 509.47 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.7M | -6% | 13k | 136.72 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $1.7M | 45k | 36.87 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.5M | +3% | 6.3k | 242.43 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.5M | +5% | 1.3k | 1199.35 |
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| Abbvie (ABBV) | 0.2 | $1.4M | -4% | 5.7k | 251.63 |
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| Capital Grp Fixed Incm Etf T Mun High Etf (CGHM) | 0.2 | $1.4M | +21% | 55k | 25.85 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.4M | 2.4k | 580.99 |
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| Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) | 0.2 | $1.4M | 18k | 75.68 |
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| TJX Companies (TJX) | 0.2 | $1.3M | 8.8k | 151.50 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.3M | 9.6k | 137.52 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.3M | 17k | 77.11 |
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| Applied Materials (AMAT) | 0.2 | $1.3M | 1.8k | 722.93 |
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| Philip Morris International (PM) | 0.2 | $1.3M | 6.9k | 180.91 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $1.2M | 7.8k | 158.04 |
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| Chevron Corporation (CVX) | 0.1 | $1.2M | -8% | 7.1k | 165.77 |
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| Amgen (AMGN) | 0.1 | $1.2M | 3.2k | 362.16 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.2M | +30% | 1.6k | 736.23 |
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| Coca-Cola Company (KO) | 0.1 | $1.1M | -2% | 14k | 81.27 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $1.1M | +14% | 43k | 26.52 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.1M | -11% | 2.3k | 501.45 |
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| McKesson Corporation (MCK) | 0.1 | $1.1M | 1.5k | 755.65 |
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| Linde SHS (LIN) | 0.1 | $1.1M | -2% | 2.1k | 519.06 |
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| Fortinet (FTNT) | 0.1 | $1.1M | -6% | 7.1k | 153.62 |
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| Citigroup Com New (C) | 0.1 | $1.0M | -6% | 7.5k | 139.97 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.0M | -4% | 3.3k | 300.45 |
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| Home Depot (HD) | 0.1 | $987k | -4% | 2.8k | 352.63 |
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| salesforce (CRM) | 0.1 | $956k | -9% | 6.1k | 156.67 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $910k | 5.5k | 164.26 |
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| Intel Corporation (INTC) | 0.1 | $892k | -4% | 6.4k | 139.63 |
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| Union Pacific Corporation (UNP) | 0.1 | $884k | -13% | 3.2k | 271.99 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $880k | 3.7k | 236.64 |
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| McDonald's Corporation (MCD) | 0.1 | $860k | 3.2k | 270.31 |
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| Ecolab (ECL) | 0.1 | $851k | 3.1k | 278.63 |
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| S&p Global (SPGI) | 0.1 | $849k | -5% | 2.1k | 407.21 |
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| Amphenol Corp Cl A (APH) | 0.1 | $837k | -22% | 4.7k | 176.30 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $837k | 4.4k | 189.73 |
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| Wells Fargo & Company (WFC) | 0.1 | $817k | -6% | 9.9k | 82.64 |
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| Micron Technology (MU) | 0.1 | $815k | +3% | 706.00 | 1154.98 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $804k | -22% | 6.3k | 126.57 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $795k | +269% | 10k | 79.03 |
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| PNC Financial Services (PNC) | 0.1 | $788k | -31% | 3.2k | 246.25 |
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| Verisign (VRSN) | 0.1 | $783k | -3% | 3.1k | 251.56 |
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| Wal-Mart Stores (WMT) | 0.1 | $781k | +5% | 6.9k | 113.26 |
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| Danaher Corporation (DHR) | 0.1 | $764k | -6% | 4.0k | 190.48 |
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| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.1 | $759k | +11% | 7.5k | 101.31 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $758k | +6% | 7.9k | 95.62 |
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| Costco Wholesale Corporation (COST) | 0.1 | $744k | 795.00 | 935.28 |
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| Pembina Pipeline Corp (PBA) | 0.1 | $708k | -34% | 15k | 46.25 |
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| Pfizer (PFE) | 0.1 | $690k | 29k | 24.08 |
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| Goldman Sachs (GS) | 0.1 | $683k | 675.00 | 1011.63 |
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| UnitedHealth (UNH) | 0.1 | $680k | 1.6k | 415.53 |
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| Cummins (CMI) | 0.1 | $673k | 943.00 | 713.21 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $671k | -8% | 7.7k | 87.04 |
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| Bank of America Corporation (BAC) | 0.1 | $669k | -3% | 12k | 56.98 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $657k | 7.4k | 89.20 |
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| American Express Company (AXP) | 0.1 | $657k | -2% | 1.9k | 338.26 |
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| General Dynamics Corporation (GD) | 0.1 | $651k | -4% | 1.8k | 354.33 |
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| Verisk Analytics (VRSK) | 0.1 | $650k | +20% | 3.6k | 179.53 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $647k | 6.5k | 98.98 |
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| At&t (T) | 0.1 | $646k | 31k | 20.70 |
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| Verizon Communications (VZ) | 0.1 | $634k | -4% | 15k | 42.34 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $633k | 9.3k | 68.41 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $603k | -5% | 17k | 36.13 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $595k | +57% | 16k | 36.26 |
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| Xylem (XYL) | 0.1 | $595k | +2% | 5.0k | 118.22 |
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| Alliant Energy Corporation (LNT) | 0.1 | $595k | 7.8k | 76.29 |
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| Entergy Corporation (ETR) | 0.1 | $582k | 5.1k | 114.86 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $563k | -17% | 4.8k | 116.67 |
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| Air Products & Chemicals (APD) | 0.1 | $557k | 1.9k | 293.20 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $546k | +307% | 6.8k | 80.57 |
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| Ge Aerospace Com New (GE) | 0.1 | $546k | +4% | 1.5k | 373.81 |
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| Nextera Energy (NEE) | 0.1 | $537k | -2% | 6.1k | 87.77 |
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| Corning Incorporated (GLW) | 0.1 | $529k | -6% | 2.1k | 255.38 |
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| Southern Company (SO) | 0.1 | $526k | 5.5k | 95.71 |
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| Pepsi (PEP) | 0.1 | $522k | 3.9k | 135.39 |
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| Morgan Stanley Com New (MS) | 0.1 | $519k | -3% | 2.5k | 209.07 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $514k | +10% | 5.4k | 95.44 |
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| Sandisk Corp (SNDK) | 0.1 | $505k | NEW | 222.00 | 2276.17 |
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| Wec Energy Group (WEC) | 0.1 | $505k | 4.3k | 116.78 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $498k | +6% | 1.0k | 477.38 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $495k | -8% | 5.1k | 96.59 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $488k | -24% | 3.1k | 156.93 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $479k | 3.1k | 156.31 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $474k | 1.7k | 281.03 |
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| Marvell Technology (MRVL) | 0.1 | $472k | NEW | 1.6k | 297.95 |
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| Palo Alto Networks (PANW) | 0.1 | $462k | -4% | 1.4k | 341.02 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $461k | -48% | 24k | 19.12 |
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| Ge Vernova (GEV) | 0.1 | $455k | +2% | 387.00 | 1175.83 |
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $454k | 680.00 | 667.06 |
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| Netflix (NFLX) | 0.1 | $448k | -7% | 6.3k | 71.40 |
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| Ishares Tr Expanded Tech (IGV) | 0.1 | $443k | 4.9k | 90.60 |
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| Qualcomm (QCOM) | 0.1 | $440k | -3% | 2.4k | 184.76 |
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| Zurn Water Solutions Corp Zws (ZWS) | 0.1 | $440k | +5% | 8.7k | 50.53 |
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| Astrazeneca Ord (AZN) | 0.1 | $429k | NEW | 2.3k | 189.62 |
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| W.R. Berkley Corporation (WRB) | 0.1 | $428k | 6.1k | 70.53 |
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| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.1 | $425k | 7.5k | 57.00 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $416k | 634.00 | 656.35 |
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| Roblox Corp Cl A (RBLX) | 0.1 | $410k | -3% | 7.5k | 54.38 |
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| Ul Solutions Class A Com Shs (ULS) | 0.1 | $400k | +17% | 3.9k | 101.86 |
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| Nordson Corporation (NDSN) | 0.1 | $399k | 1.3k | 301.64 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $390k | -5% | 1.1k | 365.59 |
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| Marsh & McLennan Companies (MRSH) | 0.0 | $388k | -4% | 2.3k | 166.65 |
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| Deere & Company (DE) | 0.0 | $387k | -8% | 610.00 | 634.56 |
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| Bloom Energy Corp Com Cl A (BE) | 0.0 | $371k | -23% | 1.2k | 302.70 |
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| Walt Disney Company (DIS) | 0.0 | $360k | -6% | 3.7k | 96.24 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $357k | -2% | 1.5k | 243.06 |
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| Aramark Hldgs (ARMK) | 0.0 | $356k | 6.3k | 56.90 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $355k | +6% | 3.3k | 107.50 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $354k | 1.2k | 298.06 |
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| American Tower Reit (AMT) | 0.0 | $354k | -6% | 2.2k | 163.57 |
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| Starbucks Corporation (SBUX) | 0.0 | $352k | -2% | 3.4k | 102.20 |
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| Eaton Corp SHS (ETN) | 0.0 | $349k | -5% | 819.00 | 426.12 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $348k | 4.7k | 73.41 |
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| Sofi Technologies (SOFI) | 0.0 | $347k | -9% | 19k | 17.93 |
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| Wells Fargo & Co Perp Pfd Cnv A (WFC.PL) | 0.0 | $346k | 299.00 | 1157.00 |
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| PPL Corporation (PPL) | 0.0 | $341k | +6% | 9.4k | 36.35 |
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| Kla Corp Com New (KLAC) | 0.0 | $333k | NEW | 1.1k | 301.71 |
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| Constellation Energy (CEG) | 0.0 | $327k | -6% | 1.3k | 248.28 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $326k | -3% | 164.00 | 1986.75 |
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| Lennox International (LII) | 0.0 | $325k | +22% | 567.00 | 572.90 |
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| Altria (MO) | 0.0 | $322k | +7% | 4.5k | 71.96 |
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| Cameco Corporation (CCJ) | 0.0 | $322k | NEW | 3.2k | 101.86 |
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| Dollar General (DG) | 0.0 | $320k | -2% | 2.8k | 115.11 |
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| Saia (SAIA) | 0.0 | $320k | 759.00 | 421.16 |
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| Bank of New York Mellon Corporation (BNY) | 0.0 | $318k | -4% | 2.2k | 144.58 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $317k | +14% | 775.00 | 409.50 |
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| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.0 | $317k | 6.1k | 51.78 |
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| GSK Sponsored Adr (GSK) | 0.0 | $316k | 6.0k | 52.42 |
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| Analog Devices (ADI) | 0.0 | $311k | 783.00 | 397.27 |
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| Emerson Electric (EMR) | 0.0 | $310k | 2.2k | 143.18 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $309k | -4% | 840.00 | 368.38 |
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| Lpl Financial Holdings (LPLA) | 0.0 | $307k | 1.1k | 281.68 |
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| Allegion Ord Shs (ALLE) | 0.0 | $305k | -4% | 2.2k | 140.49 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $305k | -3% | 1.3k | 226.98 |
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| ConocoPhillips (COP) | 0.0 | $305k | +7% | 2.9k | 103.96 |
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| Exelon Corporation (EXC) | 0.0 | $299k | 6.4k | 46.62 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $297k | -6% | 3.2k | 92.28 |
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| Boston Scientific Corporation (BSX) | 0.0 | $297k | -7% | 7.0k | 42.68 |
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| Intercontinental Exchange (ICE) | 0.0 | $296k | -7% | 2.4k | 123.13 |
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| Medtronic SHS (MDT) | 0.0 | $293k | -15% | 3.7k | 78.23 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $293k | 3.0k | 96.49 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $291k | 2.6k | 110.32 |
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| Astera Labs (ALAB) | 0.0 | $290k | NEW | 601.00 | 483.02 |
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| J P Morgan Exchange Traded F Betabuilders Us (BBMC) | 0.0 | $290k | 2.3k | 127.15 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $287k | 1.9k | 152.21 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $285k | NEW | 374.00 | 763.14 |
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| Beam Therapeutics (BEAM) | 0.0 | $281k | NEW | 8.2k | 34.32 |
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| Watsco, Incorporated (WSO) | 0.0 | $281k | 673.00 | 416.73 |
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| Prudential Financial (PRU) | 0.0 | $274k | -11% | 2.5k | 107.94 |
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| Dimensional Etf Trust Us High Prof Etf (DUHP) | 0.0 | $270k | 6.5k | 41.73 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $269k | NEW | 6.0k | 44.85 |
|
| Lowe's Companies (LOW) | 0.0 | $267k | -3% | 1.2k | 220.47 |
|
| Enterprise Products Partners (EPD) | 0.0 | $265k | 7.2k | 36.76 |
|
|
| Eversource Energy (ES) | 0.0 | $263k | -12% | 3.6k | 72.27 |
|
| Coherent Corp (COHR) | 0.0 | $263k | NEW | 666.00 | 394.47 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $263k | 2.8k | 94.93 |
|
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.0 | $263k | NEW | 2.9k | 91.64 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $261k | NEW | 2.5k | 103.46 |
|
| Chubb (CB) | 0.0 | $260k | -3% | 764.00 | 340.84 |
|
| eBay (EBAY) | 0.0 | $260k | -2% | 2.3k | 111.77 |
|
| Blackrock (BLK) | 0.0 | $250k | -4% | 260.00 | 961.90 |
|
| Western Digital (WDC) | 0.0 | $247k | NEW | 386.00 | 638.72 |
|
| Travelers Companies (TRV) | 0.0 | $244k | -2% | 737.00 | 330.33 |
|
| Automatic Data Processing (ADP) | 0.0 | $243k | +3% | 1.1k | 223.91 |
|
| Intapp (INTA) | 0.0 | $243k | NEW | 9.6k | 25.21 |
|
| Steel Dynamics (STLD) | 0.0 | $241k | NEW | 1.1k | 229.46 |
|
| Billiontoone Cl A (BLLN) | 0.0 | $240k | NEW | 2.0k | 119.98 |
|
| Abbott Laboratories (ABT) | 0.0 | $238k | -19% | 2.6k | 90.76 |
|
| Graniteshares Etf Tr Granite 2x Long (AMDL) | 0.0 | $238k | NEW | 2.9k | 82.75 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $236k | 241.00 | 978.12 |
|
|
| Comfort Systems USA (FIX) | 0.0 | $234k | NEW | 118.00 | 1981.95 |
|
| Simply Good Foods (SMPL) | 0.0 | $234k | NEW | 18k | 13.28 |
|
| Teradyne (TER) | 0.0 | $227k | NEW | 468.00 | 484.22 |
|
| AmerisourceBergen (COR) | 0.0 | $226k | -2% | 800.00 | 282.91 |
|
| Voya Financial (VOYA) | 0.0 | $223k | NEW | 2.5k | 90.53 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $222k | -11% | 9.0k | 24.55 |
|
| Gabelli Dividend & Income Trust (GDV) | 0.0 | $221k | 7.5k | 29.40 |
|
|
| Boeing Company (BA) | 0.0 | $220k | NEW | 1.0k | 216.48 |
|
| Cme (CME) | 0.0 | $220k | -35% | 996.00 | 220.84 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $218k | NEW | 1.6k | 132.79 |
|
| Cigna Corp (CI) | 0.0 | $217k | +4% | 787.00 | 275.61 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $215k | NEW | 2.6k | 83.75 |
|
| 3M Company (MMM) | 0.0 | $215k | NEW | 1.3k | 161.87 |
|
| Public Storage (PSA) | 0.0 | $214k | NEW | 673.00 | 318.26 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $214k | NEW | 415.00 | 515.23 |
|
| AFLAC Incorporated (AFL) | 0.0 | $212k | NEW | 1.8k | 117.27 |
|
| Equifax (EFX) | 0.0 | $209k | -30% | 1.3k | 158.72 |
|
| Rocket Lab Corp (RKLB) | 0.0 | $208k | NEW | 2.0k | 101.65 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $205k | NEW | 1.1k | 178.60 |
|
| Rollins (ROL) | 0.0 | $205k | -17% | 4.9k | 41.74 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $204k | -9% | 1.4k | 146.19 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $203k | NEW | 3.8k | 54.03 |
|
| Servicenow (NOW) | 0.0 | $202k | NEW | 2.0k | 99.30 |
|
| Uber Technologies (UBER) | 0.0 | $202k | -2% | 2.8k | 72.16 |
|
| Quanta Services (PWR) | 0.0 | $201k | NEW | 279.00 | 720.15 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $200k | -7% | 2.3k | 87.22 |
|
| Ondas Com New (ONDS) | 0.0 | $124k | +15% | 15k | 8.24 |
|
| Aureus Greenway Hldgs (PUSA) | 0.0 | $120k | 30k | 3.99 |
|
|
| Editas Medicine (EDIT) | 0.0 | $109k | 34k | 3.24 |
|
|
| Caribou Biosciences (CRBU) | 0.0 | $56k | 32k | 1.76 |
|
|
| Omniab (OABI) | 0.0 | $44k | +4% | 18k | 2.46 |
|
Past Filings by Thrive Wealth Management
SEC 13F filings are viewable for Thrive Wealth Management going back to 2021
- Thrive Wealth Management 2026 Q2 filed July 7, 2026
- Thrive Wealth Management 2026 Q1 filed April 9, 2026
- 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