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, INTF, VUG, and represent 55.84% of Thrive Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VTV (+$6.4M), SCHX, VWO, JNJ, IJH, INTF, LNT, COO, VYM, WMT.
- Started 25 new stock positions in VO, COO, CB, WEC, ZBRA, IBKR, DE, VRSN, THO, TDY.
- Reduced shares in these 10 stocks: MUB (-$5.3M), HYMB, SEIC, IEMG, SUB, SCHF, EFA, VB, IVV, VONE.
- Sold out of its positions in ANSS, Aurora Cannabis, BA, Cooper Companies, SUB, PLD, MDY, SCHE, USB.
- Thrive Wealth Management was a net seller of stock by $-3.2M.
- Thrive Wealth Management has $484M in assets under management (AUM), dropping by 7.71%.
- Central Index Key (CIK): 0001847610
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Portfolio Holdings for Thrive Wealth Management
Thrive Wealth Management holds 211 positions in its portfolio as reported in the March 2024 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 | $115M | 1.2M | 92.72 |
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| Vanguard Index Fds Value Etf (VTV) | 23.4 | $113M | +6% | 696k | 162.86 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.0 | $19M | 37k | 523.06 |
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| Ishares Tr Intl Eqty Factor (INTF) | 2.5 | $12M | +5% | 400k | 29.84 |
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| Vanguard Index Fds Growth Etf (VUG) | 2.2 | $11M | -4% | 31k | 344.20 |
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| Microsoft Corporation (MSFT) | 2.2 | $10M | 25k | 420.72 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.7 | $8.4M | -2% | 18k | 480.71 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 1.7 | $8.1M | -7% | 34k | 238.32 |
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| Apple (AAPL) | 1.5 | $7.5M | 44k | 171.48 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.3 | $6.4M | -3% | 84k | 75.98 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.2 | $5.6M | -16% | 143k | 39.02 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.0 | $4.6M | +43% | 111k | 41.77 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.9 | $4.5M | -17% | 20k | 228.59 |
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| Johnson & Johnson (JNJ) | 0.8 | $3.9M | +43% | 25k | 158.19 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.8 | $3.9M | +4% | 98k | 39.66 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $3.9M | -2% | 25k | 152.26 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.7 | $3.6M | +76% | 57k | 62.06 |
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| Amazon (AMZN) | 0.7 | $3.5M | -5% | 20k | 180.38 |
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| NVIDIA Corporation (NVDA) | 0.6 | $3.1M | +4% | 3.4k | 903.60 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $3.1M | -20% | 5.9k | 525.75 |
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| SEI Investments Company (SEIC) | 0.6 | $2.9M | -48% | 41k | 71.90 |
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| Ishares Tr National Mun Etf (MUB) | 0.6 | $2.8M | -65% | 26k | 107.60 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $2.7M | 6.4k | 420.52 |
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| Merck & Co (MRK) | 0.6 | $2.7M | 21k | 131.95 |
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| Visa Com Cl A (V) | 0.6 | $2.7M | 9.6k | 279.07 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $2.7M | -28% | 34k | 79.86 |
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| Procter & Gamble Company (PG) | 0.5 | $2.6M | +4% | 16k | 162.25 |
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| salesforce (CRM) | 0.5 | $2.6M | +5% | 8.7k | 301.18 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.4 | $2.1M | -64% | 83k | 25.69 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $2.1M | +11% | 13k | 164.35 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $2.0M | +11% | 13k | 150.93 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $1.8M | -3% | 3.8k | 481.54 |
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| Thermo Fisher Scientific (TMO) | 0.4 | $1.8M | +12% | 3.1k | 581.17 |
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| Ishares Core Msci Emkt (IEMG) | 0.4 | $1.8M | -59% | 35k | 51.60 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $1.7M | 3.7k | 454.88 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $1.6M | +7% | 7.9k | 200.30 |
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| Danaher Corporation (DHR) | 0.3 | $1.5M | +4% | 6.1k | 249.71 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.5M | -2% | 30k | 50.17 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $1.5M | -7% | 13k | 110.52 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $1.4M | +4% | 12k | 116.24 |
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| Chevron Corporation (CVX) | 0.3 | $1.4M | 8.9k | 157.73 |
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| Meta Platforms Cl A (META) | 0.3 | $1.4M | +6% | 2.8k | 485.62 |
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| International Business Machines (IBM) | 0.3 | $1.3M | -5% | 6.9k | 190.95 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $1.3M | +17% | 22k | 61.05 |
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| Intuit (INTU) | 0.3 | $1.3M | -13% | 2.0k | 650.14 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $1.2M | +25% | 15k | 80.63 |
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| Home Depot (HD) | 0.3 | $1.2M | +3% | 3.2k | 383.55 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $1.2M | +300% | 20k | 60.74 |
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| McDonald's Corporation (MCD) | 0.3 | $1.2M | -3% | 4.3k | 281.98 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.2M | +30% | 1.6k | 777.83 |
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| Linde SHS (LIN) | 0.2 | $1.2M | -9% | 2.5k | 464.32 |
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| Abbvie (ABBV) | 0.2 | $1.2M | +9% | 6.4k | 182.09 |
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| Pfizer (PFE) | 0.2 | $1.1M | 41k | 27.75 |
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| TJX Companies (TJX) | 0.2 | $1.1M | 11k | 101.42 |
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| S&p Global (SPGI) | 0.2 | $1.1M | +3% | 2.6k | 425.38 |
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| Model N (MODN) | 0.2 | $1.1M | -3% | 38k | 28.47 |
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| Amphenol Corp Cl A (APH) | 0.2 | $1.1M | -11% | 9.4k | 115.35 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.1M | -23% | 6.0k | 179.10 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $1.1M | +40% | 8.7k | 120.99 |
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| Zoetis Cl A (ZTS) | 0.2 | $1.0M | +8% | 6.2k | 169.22 |
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| American Tower Reit (AMT) | 0.2 | $1.0M | +25% | 5.3k | 197.57 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.0M | +4% | 4.2k | 245.92 |
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| Coca-Cola Company (KO) | 0.2 | $994k | +14% | 16k | 61.18 |
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| Pembina Pipeline Corp (PBA) | 0.2 | $986k | -6% | 28k | 35.34 |
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| Ecolab (ECL) | 0.2 | $979k | 4.2k | 230.90 |
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| Cisco Systems (CSCO) | 0.2 | $957k | +5% | 19k | 49.91 |
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| Gartner (IT) | 0.2 | $914k | -3% | 1.9k | 476.67 |
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| Fortinet (FTNT) | 0.2 | $892k | 13k | 68.31 |
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| UnitedHealth (UNH) | 0.2 | $881k | +11% | 1.8k | 494.80 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $869k | -35% | 2.6k | 337.00 |
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| Verizon Communications (VZ) | 0.2 | $866k | 21k | 41.96 |
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| Verisk Analytics (VRSK) | 0.2 | $852k | -2% | 3.6k | 235.74 |
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| Tesla Motors (TSLA) | 0.2 | $851k | -7% | 4.8k | 175.79 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $839k | -5% | 8.7k | 96.71 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $839k | 4.0k | 210.31 |
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| Broadcom (AVGO) | 0.2 | $833k | +22% | 628.00 | 1326.36 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $831k | +12% | 19k | 43.35 |
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| Pepsi (PEP) | 0.2 | $825k | +18% | 4.7k | 175.00 |
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| PNC Financial Services (PNC) | 0.2 | $792k | +3% | 4.9k | 161.59 |
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| Amgen (AMGN) | 0.2 | $788k | +18% | 2.8k | 284.30 |
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| Xylem (XYL) | 0.2 | $763k | 5.9k | 129.23 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $754k | +15% | 1.5k | 504.60 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $741k | +10% | 8.8k | 84.44 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $738k | -3% | 4.0k | 182.59 |
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| Philip Morris International (PM) | 0.2 | $729k | +19% | 8.0k | 91.62 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $724k | 46k | 15.73 |
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| United Parcel Service CL B (UPS) | 0.1 | $679k | +4% | 4.6k | 148.64 |
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| Caterpillar (CAT) | 0.1 | $678k | +4% | 1.9k | 366.47 |
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| At&t (T) | 0.1 | $677k | +5% | 38k | 17.60 |
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| Phillips 66 (PSX) | 0.1 | $675k | -16% | 4.1k | 163.35 |
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| Oracle Corporation (ORCL) | 0.1 | $668k | -21% | 5.3k | 125.61 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $650k | 3.2k | 205.99 |
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| General Dynamics Corporation (GD) | 0.1 | $639k | -9% | 2.3k | 282.51 |
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| Hartford Fds Exchange Traded Mun Oportunite (HMOP) | 0.1 | $621k | -26% | 16k | 38.84 |
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| Citigroup Com New (C) | 0.1 | $594k | -10% | 9.4k | 63.24 |
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| Dollar General (DG) | 0.1 | $572k | +36% | 3.7k | 156.06 |
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| Medtronic SHS (MDT) | 0.1 | $545k | -4% | 6.3k | 87.15 |
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| Southern Company (SO) | 0.1 | $543k | +2% | 7.6k | 71.74 |
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| Intel Corporation (INTC) | 0.1 | $537k | +8% | 12k | 44.17 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $531k | +81% | 1.2k | 444.08 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $531k | +19% | 7.0k | 76.19 |
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| Fiserv (FI) | 0.1 | $522k | -26% | 3.3k | 159.82 |
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| Intercontinental Exchange (ICE) | 0.1 | $519k | 3.8k | 137.42 |
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| McKesson Corporation (MCK) | 0.1 | $511k | +5% | 951.00 | 536.90 |
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| ConocoPhillips (COP) | 0.1 | $503k | +8% | 4.0k | 127.28 |
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| GSK Sponsored Adr (GSK) | 0.1 | $499k | +23% | 12k | 42.87 |
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| Cummins (CMI) | 0.1 | $494k | -10% | 1.7k | 294.65 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $487k | -21% | 12k | 41.08 |
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| Walt Disney Company (DIS) | 0.1 | $484k | +50% | 4.0k | 122.37 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $484k | 4.2k | 115.30 |
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| Prudential Financial (PRU) | 0.1 | $473k | -9% | 4.0k | 117.39 |
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| Air Products & Chemicals (APD) | 0.1 | $466k | 1.9k | 242.31 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $445k | 1.7k | 260.76 |
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| Enbridge (ENB) | 0.1 | $443k | -10% | 12k | 36.18 |
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| General Mills (GIS) | 0.1 | $442k | -2% | 6.3k | 69.97 |
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| Wells Fargo & Company (WFC) | 0.1 | $442k | +10% | 7.6k | 57.96 |
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| Bentley Sys Com Cl B (BSY) | 0.1 | $436k | +9% | 8.4k | 52.22 |
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| Honeywell International (HON) | 0.1 | $431k | +12% | 2.1k | 205.22 |
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| Gilead Sciences (GILD) | 0.1 | $430k | -24% | 5.9k | 73.24 |
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| Bank of America Corporation (BAC) | 0.1 | $429k | +10% | 11k | 37.92 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $429k | -9% | 1.5k | 288.03 |
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| Alliant Energy Corporation (LNT) | 0.1 | $428k | NEW | 8.5k | 50.40 |
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| Kraft Heinz (KHC) | 0.1 | $427k | -11% | 12k | 36.90 |
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| Wal-Mart Stores (WMT) | 0.1 | $421k | +259% | 7.0k | 60.17 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $421k | -11% | 8.5k | 49.24 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $421k | -9% | 4.1k | 102.28 |
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| Anthem (ELV) | 0.1 | $417k | +13% | 803.00 | 518.71 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $411k | +26% | 4.5k | 91.80 |
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| American Express Company (AXP) | 0.1 | $410k | +18% | 1.8k | 227.75 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $408k | +8% | 1.6k | 259.95 |
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| Paypal Holdings (PYPL) | 0.1 | $405k | +29% | 6.0k | 66.99 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $399k | -58% | 2.1k | 186.82 |
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| Applied Materials (AMAT) | 0.1 | $398k | 1.9k | 206.26 |
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| Abbott Laboratories (ABT) | 0.1 | $396k | +9% | 3.5k | 113.67 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $394k | +17% | 4.0k | 97.52 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $381k | 2.0k | 191.87 |
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| Qualcomm (QCOM) | 0.1 | $380k | +4% | 2.2k | 169.27 |
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| Nextera Energy (NEE) | 0.1 | $378k | +11% | 5.9k | 63.91 |
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| Lam Research Corporation (LRCX) | 0.1 | $371k | +25% | 382.00 | 970.95 |
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| Nordson Corporation (NDSN) | 0.1 | $366k | +6% | 1.3k | 274.54 |
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| Costco Wholesale Corporation (COST) | 0.1 | $366k | -9% | 499.00 | 732.73 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $360k | 2.9k | 123.18 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $358k | +19% | 897.00 | 399.09 |
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| Crown Castle Intl (CCI) | 0.1 | $355k | -19% | 3.4k | 105.83 |
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| Lennox International (LII) | 0.1 | $353k | +4% | 722.00 | 488.97 |
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| Netflix (NFLX) | 0.1 | $347k | +4% | 571.00 | 607.22 |
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| Eaton Corp SHS (ETN) | 0.1 | $342k | -8% | 1.1k | 312.68 |
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| Cooper Cos (COO) | 0.1 | $333k | NEW | 3.3k | 101.46 |
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| Pool Corporation (POOL) | 0.1 | $333k | +8% | 824.00 | 403.63 |
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| Lowe's Companies (LOW) | 0.1 | $332k | +14% | 1.3k | 254.70 |
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| Hasbro (HAS) | 0.1 | $326k | -12% | 5.8k | 56.52 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $321k | +12% | 4.6k | 70.00 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $318k | +2% | 917.00 | 346.61 |
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| Saia (SAIA) | 0.1 | $317k | +9% | 541.00 | 585.00 |
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| Lpl Financial Holdings (LPLA) | 0.1 | $307k | +19% | 1.2k | 264.20 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $303k | -17% | 4.8k | 63.74 |
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| BlackRock (BLK) | 0.1 | $301k | +14% | 361.00 | 833.70 |
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| W.R. Berkley Corporation (WRB) | 0.1 | $299k | +6% | 3.4k | 88.44 |
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| Servicenow (NOW) | 0.1 | $297k | +7% | 390.00 | 762.40 |
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| Equifax (EFX) | 0.1 | $295k | +8% | 1.1k | 267.52 |
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| Charles River Laboratories (CRL) | 0.1 | $292k | +11% | 1.1k | 270.95 |
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| Teradyne (TER) | 0.1 | $290k | +7% | 2.6k | 112.82 |
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| Prospect Capital Corporation (PSEC) | 0.1 | $288k | 52k | 5.52 |
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| Proshares Tr Bitcoin Strate (BITO) | 0.1 | $285k | NEW | 8.8k | 32.30 |
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| Cigna Corp (CI) | 0.1 | $283k | 778.00 | 363.21 |
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| Verisign (VRSN) | 0.1 | $275k | NEW | 1.5k | 189.51 |
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| Goldman Sachs (GS) | 0.1 | $274k | +9% | 655.00 | 417.53 |
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| Old National Ban (ONB) | 0.1 | $273k | NEW | 16k | 17.41 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $272k | +5% | 4.0k | 67.74 |
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| Roblox Corp Cl A (RBLX) | 0.1 | $270k | 7.1k | 38.18 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $269k | NEW | 3.6k | 74.22 |
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| Advanced Micro Devices (AMD) | 0.1 | $266k | +5% | 1.5k | 180.49 |
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| Automatic Data Processing (ADP) | 0.1 | $265k | +3% | 1.1k | 249.80 |
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| Trane Technologies SHS (TT) | 0.1 | $263k | -4% | 875.00 | 300.20 |
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| Wec Energy Group (WEC) | 0.1 | $263k | NEW | 3.2k | 82.13 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $262k | +9% | 3.6k | 72.34 |
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| Watsco, Incorporated (WSO) | 0.1 | $260k | +7% | 601.00 | 431.97 |
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| Jack Henry & Associates (JKHY) | 0.1 | $255k | +17% | 1.5k | 173.74 |
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| Emerson Electric (EMR) | 0.1 | $253k | 2.2k | 113.44 |
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| Siteone Landscape Supply (SITE) | 0.1 | $251k | -4% | 1.4k | 174.55 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $247k | +2% | 1.0k | 239.88 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $246k | NEW | 2.2k | 111.72 |
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| Fair Isaac Corporation (FICO) | 0.1 | $245k | +3% | 196.00 | 1249.61 |
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| Aspen Technology (AZPN) | 0.1 | $245k | +12% | 1.1k | 213.28 |
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| Allegion Ord Shs (ALLE) | 0.1 | $245k | +9% | 1.8k | 134.71 |
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| Bristol Myers Squibb (BMY) | 0.0 | $238k | -11% | 4.4k | 54.24 |
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| Morgan Stanley Com New (MS) | 0.0 | $235k | +3% | 2.5k | 94.16 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $235k | NEW | 778.00 | 301.44 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $234k | 2.9k | 81.44 |
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| Rollins (ROL) | 0.0 | $231k | NEW | 5.0k | 46.27 |
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| Zurn Water Solutions Corp Zws (ZWS) | 0.0 | $231k | NEW | 6.9k | 33.47 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $229k | -17% | 1.7k | 131.22 |
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| Beam Therapeutics (BEAM) | 0.0 | $229k | NEW | 6.9k | 33.04 |
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| Chemed Corp Com Stk (CHE) | 0.0 | $226k | NEW | 352.00 | 641.93 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $225k | NEW | 900.00 | 249.86 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $221k | 2.6k | 84.08 |
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| AmerisourceBergen (COR) | 0.0 | $219k | NEW | 899.00 | 243.05 |
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| Deere & Company (DE) | 0.0 | $218k | NEW | 530.00 | 410.96 |
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| Teledyne Technologies Incorporated (TDY) | 0.0 | $216k | NEW | 503.00 | 429.32 |
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| Chubb (CB) | 0.0 | $212k | NEW | 817.00 | 259.13 |
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| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $211k | NEW | 3.1k | 68.16 |
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| Dolby Laboratories Com Cl A (DLB) | 0.0 | $207k | NEW | 2.5k | 83.77 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $206k | NEW | 832.00 | 247.77 |
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| Constellation Energy (CEG) | 0.0 | $205k | NEW | 1.1k | 184.86 |
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| Target Corporation (TGT) | 0.0 | $202k | NEW | 1.1k | 177.28 |
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| Thor Industries (THO) | 0.0 | $200k | NEW | 1.7k | 117.31 |
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| Caribou Biosciences (CRBU) | 0.0 | $165k | 32k | 5.14 |
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| Editas Medicine (EDIT) | 0.0 | $137k | 19k | 7.42 |
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| New Amer High Income Com New (HYB) | 0.0 | $104k | NEW | 14k | 7.28 |
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| Omniab (OABI) | 0.0 | $77k | 14k | 5.42 |
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| Cybin Ord (CYBN) | 0.0 | $34k | -35% | 83k | 0.41 |
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Past Filings by Thrive Wealth Management
SEC 13F filings are viewable for Thrive Wealth Management going back to 2021
- 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