Thrive Wealth Management, LLC Purchases in Q3 2025

Thrive Wealth Management, LLC

  • $652 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
26.8K
+ 3.46%
$175.51 - $186.57 $4.7M - $5M
801K $149M
SEIC
Sei Investments CO

Financial Services
40.5K
+ 104.2%
$84.85 - $93.8 $3.43M - $3.8M
79.3K $6.73M
AAPL
Apple Inc.

Technology
1.02K
+ 1.81%
$202.38 - $256.87 $207K - $263K
57.6K $14.7M
ORCL
Oracle Corp

Technology
8.17K
+ 141.68%
$218.96 - $328.33 $1.79M - $2.68M
13.9K $3.92M
NVDA
Nvidia Corp

Technology
152
+ 0.37%
$153.3 - $186.58 $23.3K - $28.4K
41.3K $7.71M
GOOGL
Alphabet Inc.

Communication Services
768
+ 6.09%
$174.36 - $254.72 $134K - $196K
13.4K $3.25M
TSLA
Tesla, Inc.

Consumer Cyclical
209
+ 4.23%
$293.94 - $444.72 $61.4K - $92.9K
5.15K $2.29M
VONE
Vanguard Russell 1000 ETF

ETFs
243
+ 0.77%
$280.68 - $303.97 $68.2K - $73.9K
32K $9.57M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
101
+ 0.47%
$567.09 - $607.37 $57.3K - $61.3K
21.5K $12.8M
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.26K
+ 3.63%
$24.46 - $26.5 $177K - $192K
207K $5.45M
VTI
Vanguard Total Stock Market Et

ETFs
253
+ 1.37%
$303.93 - $329.86 $76.9K - $83.5K
18.7K $6.15M
AMZN
Amazon Com Inc

Consumer Cyclical
2.29K
+ 11.16%
$211.65 - $238.24 $485K - $546K
22.8K $5.01M
SOFI
So Fi Technologies, Inc.

Financial Services
19K
New
$17.64 - $29.81 $334K - $565K
19K $500K
IWF
Ishares Russell 1000 Gr ETF

ETFs
716
+ 26.33%
$420.11 - $472.68 $301K - $338K
3.44K $1.58M
CME
Cme Group Inc.

Financial Services
1.59K
New
$258.83 - $287.1 $413K - $458K
1.59K $430K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5.99K
+ 4.93%
$23.82 - $25.84 $143K - $155K
127K $3.27M
PLTR
Palantir Technologies Inc.

Technology
868
+ 20.16%
$130.68 - $186.97 $113K - $162K
5.17K $943K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.78K
New
$68.24 - $73.73 $326K - $352K
4.78K $350K
TMO
Thermo Fisher Scientific Inc.

Healthcare
138
+ 4.09%
$404.94 - $499.99 $55.9K - $69K
3.51K $1.7M
AVGO
Broadcom Inc.

Technology
17
+ 0.31%
$264.74 - $369.57 $4.5K - $6.28K
5.55K $1.83M
QUAL
Ishares Msci Usa Quality Facto

ETFs
602
+ 4.37%
$182.33 - $194.5 $110K - $117K
14.4K $2.8M
AMD
Advanced Micro Devices Inc

Technology
1.69K
New
$134.8 - $184.42 $228K - $312K
1.69K $273K
ABBV
Abb Vie Inc.

Healthcare
67
+ 1.2%
$184.85 - $231.54 $12.4K - $15.5K
5.63K $1.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
993
+ 6.59%
$108.46 - $120.63 $108K - $120K
16.1K $1.91M
VEA
Vanguard Ftse Developed Market

ETFs
2.16K
+ 4.85%
$56.02 - $60.3 $121K - $130K
46.7K $2.8M
OKE
Oneok Inc

Energy
3.42K
New
$71.36 - $83.47 $244K - $285K
3.42K $249K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.51K
New
$92.18 - $95.14 $231K - $238K
2.51K $238K
EBAY
Ebay Inc

Consumer Cyclical
2.61K
New
$75.33 - $100.77 $197K - $263K
2.61K $237K
TRMB
Trimble Inc.

Technology
2.77K
New
$76.46 - $85.24 $212K - $236K
2.77K $226K
EFA
Ishares Tr Msci Eafe ETF

ETFs
804
+ 2.14%
$87.29 - $93.61 $70.2K - $75.3K
38.4K $3.58M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.87K
New
$72.57 - $74.72 $208K - $215K
2.87K $213K
XLK
Technology Sector Spdr

ETFs
754
New
$250.97 - $282.66 $189K - $213K
754 $212K
RIO
Rio Tinto PLC

Basic Materials
3.19K
New
$57.66 - $66.01 $184K - $211K
3.19K $210K
VOYA
Voya Financial, Inc.

Financial Services
2.8K
New
$67.31 - $77.62 $189K - $218K
2.8K $209K
EFX
Equifax Inc

Industrials
834
+ 39.17%
$234.03 - $265.73 $195K - $222K
2.96K $760K
EXC
Exelon Corp

Utilities
4.59K
New
$42.73 - $45.54 $196K - $209K
4.59K $206K
GDV
Gabelli Dividend & Income Trust

Financial Services
7.5K
New
$25.8 - $27.4 $194K - $206K
7.5K $203K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
619
New
$275.84 - $326.36 $171K - $202K
619 $202K
SITE
Site One Landscape Supply, Inc.

Industrials
1.57K
New
$121.97 - $152.97 $192K - $241K
1.57K $202K
THO
Thor Industries Inc

Consumer Cyclical
1.94K
New
$88.76 - $112.33 $172K - $218K
1.94K $201K
NSC
Norfolk Southern Corp

Industrials
672
New
$259.49 - $300.41 $174K - $202K
672 $201K
CRSP
Crispr Therapeutics Ag

Healthcare
3.1K
New
$48.51 - $68.14 $150K - $211K
3.1K $200K
LMT
Lockheed Martin Corp

Industrials
117
+ 3.22%
$410.74 - $499.21 $48.1K - $58.4K
3.75K $1.87M
UNP
Union Pacific Corp

Industrials
628
+ 16.86%
$214.91 - $237.16 $135K - $149K
4.35K $1.03M
TJX
Tjx Companies Inc

Consumer Cyclical
27
+ 0.34%
$121.35 - $144.54 $3.28K - $3.9K
7.86K $1.14M
IWB
Ishares Tr Russell 1000 ETF

ETFs
310
+ 35.39%
$339.37 - $366.46 $105K - $114K
1.19K $433K
IBKR
Interactive Brokers Group, Inc.

Financial Services
259
+ 2.98%
$56.32 - $68.81 $14.6K - $17.8K
8.95K $615K
IWM
Ishares Russell 2000 ETF

ETFs
126
+ 3.48%
$214.92 - $244.84 $27.1K - $30.8K
3.74K $905K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.05K
+ 6.48%
$62.09 - $66.51 $65.3K - $69.9K
17.3K $1.13M
Activity Summary
Buys All Purchases 119 New Holdings 24 Increased Positions 95 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 1 Puts 0
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