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, AAPL, VUG, and represent 55.69% of Thrive Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SCHG (+$12M), VTV (+$5.8M), VUG, CGMU, IBM, AVDE, MUB, AMZN, VIRT, IGV.
- Started 23 new stock positions in GLW, BE, CI, BND, VIRT, NXPI, AGH, IGV, ARMK, MU. COIN, BCAX, DUHP, WSO, GILD, ASML, GEV, TXN, BBAI, AVEM, AVDE, PANW, ONDS.
- Reduced shares in these 10 stocks: SPY, COLL, LMT, DHR, AstraZeneca, TMO, SEIC, CCI, BIL, COO.
- Sold out of its positions in MDLV, APP, AstraZeneca, BEAM, BSY, BA, CVS, COLL, COO, CCI.
- Thrive Wealth Management was a net buyer of stock by $11M.
- Thrive Wealth Management has $671M in assets under management (AUM), dropping by -1.80%.
- Central Index Key (CIK): 0001847610
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Portfolio Holdings for Thrive Wealth Management
Thrive Wealth Management holds 231 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Value Etf (VTV) | 25.2 | $169M | +3% | 862k | 196.20 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 23.1 | $155M | +8% | 5.3M | 29.13 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 3.1 | $21M | -11% | 32k | 650.33 |
|
| Apple (AAPL) | 2.2 | $15M | 57k | 253.79 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 2.1 | $14M | +6% | 32k | 436.79 |
|
| Ishares Tr Intl Eqty Factor (INTF) | 2.0 | $13M | 342k | 38.96 |
|
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 1.6 | $11M | -2% | 18k | 616.75 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.5 | $9.9M | +2% | 17k | 597.54 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 1.4 | $9.2M | -2% | 31k | 295.12 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.4 | $9.1M | 367k | 24.75 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.3 | $8.9M | 34k | 261.92 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.3 | $8.8M | 289k | 30.50 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $7.8M | +2% | 27k | 286.86 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $7.5M | 43k | 174.40 |
|
|
| Microsoft Corporation (MSFT) | 1.1 | $7.3M | -3% | 20k | 370.17 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $6.3M | +5% | 20k | 320.80 |
|
| SEI Investments Company (SEIC) | 0.9 | $6.0M | -5% | 77k | 78.47 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.8 | $5.7M | 105k | 54.05 |
|
|
| Johnson & Johnson (JNJ) | 0.8 | $5.6M | -4% | 23k | 244.44 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.8 | $5.3M | 208k | 25.64 |
|
|
| Amazon (AMZN) | 0.8 | $5.3M | +8% | 25k | 208.27 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $4.3M | +6% | 6.6k | 653.25 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.6 | $4.2M | 91k | 46.23 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.6 | $4.1M | +13% | 39k | 106.15 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $4.1M | +4% | 42k | 97.13 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $4.0M | +5% | 14k | 287.57 |
|
| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.5 | $3.4M | +30% | 124k | 27.15 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.5 | $3.3M | -7% | 132k | 25.10 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $3.1M | 6.5k | 479.22 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $2.8M | -3% | 45k | 64.08 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.4 | $2.7M | 14k | 191.81 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.4 | $2.5M | +3% | 36k | 69.75 |
|
| Visa Com Cl A (V) | 0.4 | $2.5M | -6% | 8.3k | 302.26 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $2.3M | 13k | 169.65 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $2.2M | +2% | 7.5k | 294.17 |
|
| Merck & Co (MRK) | 0.3 | $2.1M | -2% | 18k | 120.29 |
|
| Tesla Motors (TSLA) | 0.3 | $2.1M | +3% | 5.6k | 371.77 |
|
| Oracle Corporation (ORCL) | 0.3 | $2.1M | 14k | 147.11 |
|
|
| Loar Holdings Com Shs (LOAR) | 0.3 | $2.1M | -12% | 36k | 57.29 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $2.1M | 17k | 124.31 |
|
|
| International Business Machines (IBM) | 0.3 | $2.0M | +53% | 8.5k | 242.38 |
|
| Meta Platforms Cl A (META) | 0.3 | $2.0M | +18% | 3.5k | 572.17 |
|
| Broadcom (AVGO) | 0.3 | $2.0M | +5% | 6.4k | 309.52 |
|
| Procter & Gamble Company (PG) | 0.3 | $1.9M | -4% | 13k | 144.43 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $1.7M | -21% | 2.9k | 604.38 |
|
| Spdr Series Trust State Street Spd (HYMB) | 0.3 | $1.7M | +3% | 70k | 24.80 |
|
| Hartford Fds Exchange Traded Mun Oportunite (HMOP) | 0.3 | $1.7M | 44k | 38.74 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $1.7M | -2% | 3.4k | 499.64 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $1.6M | 53k | 30.68 |
|
|
| Chevron Corporation (CVX) | 0.2 | $1.6M | -3% | 7.7k | 206.91 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.5M | 3.6k | 426.42 |
|
|
| Caterpillar (CAT) | 0.2 | $1.5M | +2% | 2.1k | 708.52 |
|
| TJX Companies (TJX) | 0.2 | $1.4M | +13% | 8.9k | 159.71 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $1.4M | -6% | 45k | 30.96 |
|
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.2 | $1.4M | -13% | 18k | 75.65 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.3M | +2% | 6.1k | 213.66 |
|
| Abbvie (ABBV) | 0.2 | $1.3M | +2% | 6.0k | 217.50 |
|
| Cisco Systems (CSCO) | 0.2 | $1.3M | -2% | 17k | 77.59 |
|
| McKesson Corporation (MCK) | 0.2 | $1.3M | 1.5k | 865.41 |
|
|
| salesforce (CRM) | 0.2 | $1.3M | 6.8k | 186.67 |
|
|
| Thermo Fisher Scientific (TMO) | 0.2 | $1.2M | -24% | 2.5k | 491.47 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $1.2M | -2% | 7.8k | 148.11 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.2M | 17k | 67.53 |
|
|
| Amgen (AMGN) | 0.2 | $1.1M | 3.2k | 351.80 |
|
|
| Capital Grp Fixed Incm Etf T Municipal High I (CGHM) | 0.2 | $1.1M | +20% | 45k | 25.32 |
|
| Philip Morris International (PM) | 0.2 | $1.1M | -5% | 6.9k | 165.35 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.1M | 9.7k | 113.11 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $1.1M | +2% | 1.2k | 919.62 |
|
| Coca-Cola Company (KO) | 0.2 | $1.1M | -6% | 14k | 76.05 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $1.1M | -7% | 8.2k | 130.95 |
|
| Linde SHS (LIN) | 0.2 | $1.1M | -3% | 2.2k | 495.87 |
|
| Pembina Pipeline Corp (PBA) | 0.2 | $1.0M | -10% | 23k | 44.76 |
|
| McDonald's Corporation (MCD) | 0.1 | $1.0M | -7% | 3.2k | 310.75 |
|
| PNC Financial Services (PNC) | 0.1 | $978k | 4.7k | 208.10 |
|
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $972k | +4% | 37k | 26.20 |
|
| Home Depot (HD) | 0.1 | $966k | 2.9k | 328.86 |
|
|
| S&p Global (SPGI) | 0.1 | $941k | -16% | 2.2k | 425.39 |
|
| Union Pacific Corporation (UNP) | 0.1 | $914k | -11% | 3.8k | 242.65 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $909k | 47k | 19.30 |
|
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| Citigroup Com New (C) | 0.1 | $905k | -14% | 8.0k | 113.41 |
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| At&t (T) | 0.1 | $893k | -12% | 31k | 28.99 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $870k | +17% | 4.1k | 213.65 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $867k | 4.5k | 192.91 |
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|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $867k | 3.5k | 248.03 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $858k | +4% | 5.9k | 146.28 |
|
| Wells Fargo & Company (WFC) | 0.1 | $839k | -10% | 11k | 79.61 |
|
| Ecolab (ECL) | 0.1 | $829k | -13% | 3.1k | 266.04 |
|
| Pfizer (PFE) | 0.1 | $819k | 29k | 28.08 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $814k | +7% | 6.6k | 124.28 |
|
| Danaher Corporation (DHR) | 0.1 | $813k | -34% | 4.3k | 189.62 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $809k | -3% | 3.8k | 215.05 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $802k | +3% | 805.00 | 996.13 |
|
| Verisign (VRSN) | 0.1 | $798k | 3.2k | 248.36 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $794k | +8% | 5.6k | 142.44 |
|
| Verizon Communications (VZ) | 0.1 | $790k | -15% | 16k | 50.20 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $771k | -18% | 6.1k | 126.35 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $699k | -2% | 1.2k | 577.38 |
|
| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.1 | $682k | 6.7k | 101.14 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $658k | -11% | 1.9k | 343.27 |
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| Netflix (NFLX) | 0.1 | $654k | +7% | 6.8k | 96.16 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $653k | -2% | 7.4k | 87.84 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $647k | -26% | 6.5k | 99.27 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $625k | NEW | 7.4k | 84.84 |
|
| Applied Materials (AMAT) | 0.1 | $623k | +5% | 1.8k | 341.87 |
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| Fortinet (FTNT) | 0.1 | $618k | 7.6k | 81.72 |
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| American Express Company (AXP) | 0.1 | $604k | 2.0k | 302.41 |
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| Pepsi (PEP) | 0.1 | $602k | -12% | 3.9k | 155.29 |
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| Bank of America Corporation (BAC) | 0.1 | $593k | +2% | 12k | 48.75 |
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| Xylem (XYL) | 0.1 | $589k | 4.9k | 119.50 |
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| Nextera Energy (NEE) | 0.1 | $582k | +3% | 6.3k | 92.88 |
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| Entergy Corporation (ETR) | 0.1 | $579k | -19% | 5.2k | 112.36 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $572k | +67% | 4.1k | 138.31 |
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| Verisk Analytics (VRSK) | 0.1 | $570k | -25% | 3.0k | 189.76 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $566k | -7% | 8.4k | 67.07 |
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| Alliant Energy Corporation (LNT) | 0.1 | $565k | 7.9k | 71.76 |
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| Air Products & Chemicals (APD) | 0.1 | $560k | 1.9k | 290.54 |
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| Goldman Sachs (GS) | 0.1 | $560k | +4% | 662.00 | 846.04 |
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| Southern Company (SO) | 0.1 | $539k | -13% | 5.6k | 96.52 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $525k | +3% | 9.2k | 56.79 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $512k | -2% | 18k | 29.08 |
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| Cummins (CMI) | 0.1 | $507k | -21% | 943.00 | 538.02 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $505k | +29% | 5.6k | 90.53 |
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| Wec Energy Group (WEC) | 0.1 | $502k | -18% | 4.3k | 115.76 |
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| Advanced Micro Devices (AMD) | 0.1 | $481k | +36% | 2.4k | 203.46 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $478k | +16% | 1.7k | 287.15 |
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| Boston Scientific Corporation (BSX) | 0.1 | $470k | 7.5k | 62.75 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $464k | 3.1k | 151.41 |
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| Cme (CME) | 0.1 | $455k | -21% | 1.5k | 295.33 |
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| Intuit (INTU) | 0.1 | $446k | -32% | 1.0k | 432.53 |
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| UnitedHealth (UNH) | 0.1 | $444k | 1.6k | 270.60 |
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| Roblox Corp Cl A (RBLX) | 0.1 | $442k | +4% | 7.8k | 56.56 |
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| Zoetis Cl A (ZTS) | 0.1 | $427k | -6% | 3.6k | 118.20 |
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| Morgan Stanley Com New (MS) | 0.1 | $426k | +2% | 2.6k | 164.54 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $424k | 4.9k | 86.63 |
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| Marsh & McLennan Companies | 0.1 | $423k | -13% | 2.4k | 173.43 |
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| Honeywell International (HON) | 0.1 | $413k | +2% | 1.8k | 226.07 |
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $408k | -5% | 674.00 | 605.16 |
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| Intercontinental Exchange (ICE) | 0.1 | $407k | -7% | 2.6k | 157.26 |
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| Virtu Finl Cl A (VIRT) | 0.1 | $407k | NEW | 9.3k | 43.98 |
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| W.R. Berkley Corporation (WRB) | 0.1 | $401k | -6% | 6.1k | 66.28 |
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| American Tower Reit (AMT) | 0.1 | $398k | -22% | 2.3k | 172.60 |
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| Ge Aerospace Com New (GE) | 0.1 | $398k | +28% | 1.4k | 283.83 |
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| Constellation Energy (CEG) | 0.1 | $393k | 1.4k | 279.18 |
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| Ishares Tr Expanded Tech (IGV) | 0.1 | $391k | NEW | 4.9k | 80.05 |
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| Walt Disney Company (DIS) | 0.1 | $385k | 4.0k | 96.37 |
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| Medtronic SHS (MDT) | 0.1 | $383k | -20% | 4.4k | 86.65 |
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| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.1 | $383k | 7.3k | 52.30 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $380k | 4.1k | 92.28 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $377k | +16% | 875.00 | 430.29 |
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| Deere & Company (DE) | 0.1 | $376k | 668.00 | 563.42 |
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| Zurn Water Solutions Corp Zws (ZWS) | 0.1 | $369k | -9% | 8.2k | 44.84 |
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| ConocoPhillips (COP) | 0.1 | $359k | 2.7k | 131.98 |
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| Nordson Corporation (NDSN) | 0.1 | $347k | -8% | 1.3k | 265.97 |
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| Wells Fargo & Co Perp Pfd Cnv A (WFC.PL) | 0.1 | $345k | 299.00 | 1155.00 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $345k | NEW | 4.7k | 73.64 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $343k | -8% | 1.1k | 302.35 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $343k | +5% | 10k | 32.95 |
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| Equifax (EFX) | 0.1 | $342k | -34% | 1.9k | 180.07 |
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| Dollar General (DG) | 0.1 | $339k | -16% | 2.9k | 118.74 |
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| Sofi Technologies (SOFI) | 0.1 | $338k | +9% | 21k | 15.88 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $338k | NEW | 1.7k | 196.86 |
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| PPL Corporation (PPL) | 0.0 | $335k | 8.8k | 38.20 |
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| Abbott Laboratories (ABT) | 0.0 | $335k | -10% | 3.3k | 102.68 |
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| GSK Sponsored Adr (GSK) | 0.0 | $333k | -6% | 6.0k | 55.19 |
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| Allegion Ord Shs (ALLE) | 0.0 | $332k | -10% | 2.3k | 145.29 |
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| Ge Vernova (GEV) | 0.0 | $330k | NEW | 378.00 | 872.90 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $329k | +30% | 975.00 | 337.81 |
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| Lpl Financial Holdings (LPLA) | 0.0 | $328k | -30% | 1.1k | 300.83 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $327k | 1.5k | 217.30 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $322k | +22% | 3.4k | 93.99 |
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| Qualcomm (QCOM) | 0.0 | $319k | -6% | 2.5k | 128.80 |
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| Starbucks Corporation (SBUX) | 0.0 | $318k | -14% | 3.5k | 89.59 |
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| Rollins (ROL) | 0.0 | $317k | -11% | 5.9k | 53.41 |
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| Exelon Corporation (EXC) | 0.0 | $317k | 6.5k | 49.02 |
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| Eaton Corp SHS (ETN) | 0.0 | $311k | -6% | 868.00 | 357.67 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $306k | -17% | 3.1k | 98.40 |
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| Corning Incorporated (GLW) | 0.0 | $300k | NEW | 2.2k | 135.94 |
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| Lowe's Companies (LOW) | 0.0 | $297k | 1.3k | 236.20 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $295k | 1.4k | 211.18 |
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| Intel Corporation (INTC) | 0.0 | $295k | -10% | 6.7k | 44.13 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $293k | 10k | 28.71 |
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| Eversource Energy (ES) | 0.0 | $288k | -23% | 4.2k | 69.28 |
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| Ul Solutions Class A Com Shs (ULS) | 0.0 | $287k | -11% | 3.4k | 85.71 |
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| Spdr Index Shs Fds State Street Spd (SPEM) | 0.0 | $287k | 6.1k | 46.91 |
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| Emerson Electric (EMR) | 0.0 | $287k | 2.2k | 131.01 |
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| Prudential Financial (PRU) | 0.0 | $279k | -28% | 2.9k | 97.70 |
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| Altria (MO) | 0.0 | $276k | -7% | 4.2k | 65.98 |
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| Spdr Series Trust State Street Spd (SDY) | 0.0 | $275k | 1.9k | 145.93 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $274k | +2% | 2.3k | 118.61 |
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| Enterprise Products Partners (EPD) | 0.0 | $273k | 7.2k | 37.84 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $270k | 903.00 | 298.81 |
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| Coinbase Global Com Cl A (COIN) | 0.0 | $269k | NEW | 1.5k | 174.61 |
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| Saia (SAIA) | 0.0 | $263k | -8% | 749.00 | 351.28 |
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| Blackrock (BLK) | 0.0 | $262k | -3% | 272.00 | 962.48 |
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| Chubb (CB) | 0.0 | $259k | 794.00 | 326.02 |
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| Rio Tinto Sponsored Adr (RIO) | 0.0 | $258k | -21% | 2.8k | 93.29 |
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| AmerisourceBergen (COR) | 0.0 | $258k | 820.00 | 314.15 |
|
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $256k | 2.6k | 97.23 |
|
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| Aramark Hldgs (ARMK) | 0.0 | $254k | NEW | 6.3k | 40.54 |
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| Analog Devices (ADI) | 0.0 | $251k | 788.00 | 318.21 |
|
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| J P Morgan Exchange Traded F Betabuilders Us (BBMC) | 0.0 | $247k | +17% | 2.3k | 108.41 |
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| Watsco, Incorporated (WSO) | 0.0 | $246k | NEW | 676.00 | 363.79 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $244k | NEW | 3.0k | 80.58 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $244k | +3% | 2.5k | 98.42 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $242k | 630.00 | 383.33 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $241k | -24% | 675.00 | 356.56 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.0 | $238k | NEW | 6.5k | 36.76 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $235k | NEW | 1.2k | 194.11 |
|
| Micron Technology (MU) | 0.0 | $231k | NEW | 682.00 | 337.99 |
|
| Enbridge (ENB) | 0.0 | $229k | 4.2k | 54.14 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $227k | NEW | 1.4k | 160.32 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $225k | NEW | 170.00 | 1323.11 |
|
| Travelers Companies (TRV) | 0.0 | $221k | 756.00 | 291.82 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $219k | 245.00 | 895.24 |
|
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $217k | NEW | 1.6k | 135.49 |
|
| eBay (EBAY) | 0.0 | $216k | 2.4k | 91.03 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $216k | -42% | 2.7k | 79.27 |
|
| Lennox International (LII) | 0.0 | $215k | -16% | 464.00 | 464.02 |
|
| Automatic Data Processing (ADP) | 0.0 | $213k | -8% | 1.0k | 203.19 |
|
| Uber Technologies (UBER) | 0.0 | $206k | +14% | 2.9k | 71.93 |
|
| Bicara Therapeutics (BCAX) | 0.0 | $206k | NEW | 10k | 19.89 |
|
| Oneok (OKE) | 0.0 | $206k | -19% | 2.3k | 90.39 |
|
| Gilead Sciences (GILD) | 0.0 | $206k | NEW | 1.5k | 139.41 |
|
| Gabelli Dividend & Income Trust (GDV) | 0.0 | $202k | 7.5k | 26.93 |
|
|
| Cigna Corp (CI) | 0.0 | $202k | NEW | 756.00 | 266.65 |
|
| Ondas Com New (ONDS) | 0.0 | $118k | NEW | 13k | 9.04 |
|
| Aureus Greenway Hldgs (AGH) | 0.0 | $102k | NEW | 30k | 3.39 |
|
| Editas Medicine (EDIT) | 0.0 | $83k | 34k | 2.47 |
|
|
| Caribou Biosciences (CRBU) | 0.0 | $61k | 32k | 1.90 |
|
|
| Bigbear Ai Hldgs (BBAI) | 0.0 | $41k | NEW | 12k | 3.52 |
|
| Omniab (OABI) | 0.0 | $27k | 17k | 1.57 |
|
Past Filings by Thrive Wealth Management
SEC 13F filings are viewable for Thrive Wealth Management going back to 2021
- 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
- Thrive Wealth Management 2022 Q2 filed July 11, 2022