Thryve Wealth Management

Thryve Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Thryve Wealth Management

Thryve Wealth Management holds 94 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
Invesco Qqq Tr Unit Ser 1 (QQQ) 20.0 $41M 66k 614.31
Spdr Series Trust State Street Spd (SPYM) 13.8 $28M 347k 80.22
First Tr Exchange Traded Rba Indl Etf (AIRR) 4.0 $8.1M 83k 98.32
First Tr Exchange Traded Nasdq Cln Edge (GRID) 3.9 $7.8M 51k 153.02
Amplify Etf Tr Blockchain Techn (BLOK) 3.8 $7.6M 134k 56.89
Global X Fds Us Infr Dev Etf (PAVE) 3.7 $7.5M 157k 47.79
Invesco Exchange Traded Fd T Water Res Etf (PHO) 3.4 $6.8M 97k 70.41
Vanguard World Inf Tech Etf (VGT) 3.2 $6.5M 8.6k 753.78
Ishares Tr Calif Mun Bd Etf (CMF) 2.9 $5.8M 102k 57.46
Apple (AAPL) 2.7 $5.5M 20k 271.86
Ishares Tr Ishs 5-10yr Invt (IGIB) 2.4 $4.8M 90k 53.88
NVIDIA Corporation (NVDA) 2.0 $4.1M 22k 186.50
Ishares Tr Broad Usd High (USHY) 1.9 $3.8M 103k 37.40
First Tr Exchange-traded Senior Ln Fd (FTSL) 1.9 $3.8M 84k 45.88
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.6 $3.3M 64k 50.86
Amazon (AMZN) 1.5 $3.0M 13k 230.82
Tesla Motors (TSLA) 1.5 $2.9M 6.5k 449.72
Microsoft Corporation (MSFT) 1.4 $2.9M 5.9k 483.60
Ishares Tr National Mun Etf (MUB) 1.4 $2.8M 26k 107.11
Ishares Tr 10+ Yr Invst Grd (IGLB) 1.3 $2.6M 51k 50.45
Alphabet Cap Stk Cl C (GOOG) 1.3 $2.6M 8.2k 313.80
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.9 $1.7M 45k 38.73
Ea Series Trust Strive Enhanced (BUXX) 0.8 $1.6M 78k 20.24
UnitedHealth (UNH) 0.6 $1.3M 3.9k 330.11
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.6 $1.2M 13k 89.43
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.6 $1.2M 5.8k 204.85
Visa Com Cl A (V) 0.6 $1.1M 3.3k 350.71
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.5 $1.1M 21k 50.94
Ishares Tr Core 80/20 Aggre (AOA) 0.5 $1.1M 12k 89.56
Vanguard Index Fds Growth Etf (VUG) 0.5 $1.1M 2.2k 487.86
Ea Series Trust Strive 500 Etf (STRV) 0.5 $1.0M 24k 44.09
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.5 $1.0M 10k 99.94
Meta Platforms Cl A (META) 0.5 $1.0M 1.6k 660.09
Strategy Cl A New (MSTR) 0.5 $931k 6.1k 151.95
Alphabet Cap Stk Cl A (GOOGL) 0.5 $920k 2.9k 313.00
Broadcom (AVGO) 0.5 $913k 2.6k 346.10
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $899k 1.8k 502.65
Bank of America Corporation (BAC) 0.4 $880k 16k 55.00
JPMorgan Chase & Co. (JPM) 0.4 $879k 2.7k 322.22
Netflix (NFLX) 0.4 $831k 8.9k 93.76
Ishares Ethereum Tr SHS (ETHA) 0.4 $820k 37k 22.43
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.4 $815k 16k 49.65
Wal-Mart Stores (WMT) 0.4 $803k 7.2k 111.41
Ferrari Nv Ord (RACE) 0.4 $739k 2.0k 369.56
American Express Company (AXP) 0.3 $670k 1.8k 369.95
Wisdomtree Tr Intl Qulty Div (IQDG) 0.3 $654k 16k 41.48
Mastercard Incorporated Cl A (MA) 0.3 $640k 1.1k 570.88
Citigroup Com New (C) 0.3 $621k 5.3k 116.69
Eli Lilly & Co. (LLY) 0.3 $523k 487.00 1074.68
Cisco Systems (CSCO) 0.2 $486k 6.3k 77.03
Ishares Tr Msci Eafe Etf (EFA) 0.2 $482k 5.0k 96.03
At&t (T) 0.2 $477k 19k 24.84
Exxon Mobil Corporation (XOM) 0.2 $474k 3.9k 120.35
Oracle Corporation (ORCL) 0.2 $457k 2.3k 194.91
salesforce (CRM) 0.2 $446k 1.7k 264.91
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $445k 2.8k 160.97
Spdr Series Trust State Street Spd (TFI) 0.2 $432k 9.5k 45.71
Palantir Technologies Cl A (PLTR) 0.2 $426k 2.4k 177.75
Sap Se Spon Adr (SAP) 0.2 $424k 1.7k 242.91
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $417k 3.0k 141.16
Johnson & Johnson (JNJ) 0.2 $405k 2.0k 206.97
General Dynamics Corporation (GD) 0.2 $390k 1.2k 336.66
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $381k 2.7k 141.03
Crowdstrike Hldgs Cl A (CRWD) 0.2 $379k 809.00 468.76
Fundx Invt Tr Future Fund Oppo (FFOX) 0.2 $377k 14k 27.27
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $372k 3.3k 113.71
Home Depot (HD) 0.2 $364k 1.1k 344.10
Palo Alto Networks (PANW) 0.2 $362k 2.0k 184.20
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $358k 2.6k 136.96
Abbott Laboratories (ABT) 0.2 $356k 2.8k 125.29
Wisdomtree Tr Em Mkts Qtly Div (DGRE) 0.2 $343k 11k 31.31
Amgen (AMGN) 0.2 $339k 1.0k 327.31
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $298k 3.8k 77.52
Enbridge (ENB) 0.1 $293k 6.1k 47.83
Themes Etf Tr Generative Artif (WISE) 0.1 $286k 7.3k 38.97
MetLife (MET) 0.1 $285k 3.6k 78.94
RPM International (RPM) 0.1 $269k 2.6k 104.00
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $267k 5.1k 52.88
Ishares Tr Core S&p500 Etf (IVV) 0.1 $265k 387.00 685.02
D.R. Horton (DHI) 0.1 $265k 1.8k 144.03
Servicenow (NOW) 0.1 $254k 1.7k 153.19
Dominion Resources (D) 0.1 $249k 4.3k 58.59
Unilever Spon Adr New (UL) 0.1 $249k 3.8k 65.40
Chevron Corporation (CVX) 0.1 $245k 1.6k 152.41
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $236k 2.2k 106.70
Amphenol Corp Cl A (APH) 0.1 $233k 1.7k 135.14
Merck & Co (MRK) 0.1 $232k 2.2k 105.26
Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) 0.1 $230k 4.6k 50.60
Procter & Gamble Company (PG) 0.1 $228k 1.6k 143.31
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $223k 734.00 303.89
Ishares Tr Tips Bd Etf (TIP) 0.1 $223k 2.0k 109.91
Boeing Company (BA) 0.1 $207k 951.00 217.12
3M Company (MMM) 0.1 $202k 1.3k 160.10
Strive Cl A Com 0.0 $24k 33k 0.74