Thrive Wealth Management, LLC Purchases in Q4 2024

Thrive Wealth Management, LLC

  • $552 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
566
+ 2.85%
$61.68 - $67.87 $34.9K - $38.4K
20.4K $1.27M
VIG
Vanguard Dividend Appreciation

ETFs
147
+ 3.59%
N/A
4.24K $772K
IWR
Ishares Russell Mid Cap ETF

ETFs
221
+ 8.39%
$87.25 - $95.52 $19.3K - $21.1K
2.86K $252K
ITOT
Ishares Core S&P Total U.S. St

ETFs
27
+ 0.59%
$124.26 - $134.12 $3.36K - $3.62K
4.63K $596K
ACN
Accenture PLC

Technology
41
+ 4.56%
$343.9 - $376.86 $14.1K - $15.5K
940 $330K
DE
Deere & CO

Industrials
9
+ 1.24%
$389.45 - $466.0 $3.51K - $4.19K
737 $312K
VO
Vanguard Mid Cap ETF

ETFs
3
+ 0.33%
$261.5 - $284.63 $785 - $854
908 $239K
Blackrock Inc
348
New
N/A
348 $0
Six Flags Entertainment Corp
4.64K
New
N/A
4.64K $0
Linde PLC
10
+ 0.4%
N/A
2.49K $0
ABT
Abbott Laboratories

Healthcare
17
+ 0.45%
$111.93 - $119.39 $1.9K - $2.03K
3.77K $426K
PPL
Ppl Corp

Utilities
17
+ 0.23%
$31.47 - $35.0 $535 - $595
7.3K $236K
IXUS
Ishares Tr

ETFs
255
+ 7.36%
$65.95 - $72.56 $16.8K - $18.5K
3.72K $246K
DVY
Ishares Tr

ETFs
30
+ 1.0%
$129.55 - $143.41 $3.89K - $4.3K
3.03K $397K
APD
Air Products & Chemicals, Inc.

Basic Materials
17
+ 0.84%
$285.5 - $335.62 $4.85K - $5.71K
2.05K $593K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
32.3K
+ 204.57%
$26.93 - $84.95 $869K - $2.74M
48K $1.31M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4
+ 0.18%
$131.66 - $144.0 $527 - $576
2.21K $291K
IEFA
Ishares Tr

ETFs
17
+ 0.47%
$70.06 - $77.43 $1.19K - $1.32K
3.63K $255K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
34
+ 0.53%
$442.29 - $483.08 $15K - $16.4K
6.41K $2.91M
LOW
Lowes Companies Inc

Consumer Cyclical
6
+ 0.43%
$244.52 - $284.07 $1.47K - $1.7K
1.42K $349K
MCD
Mcdonalds Corp

Consumer Cyclical
40
+ 1.17%
$288.47 - $316.54 $11.5K - $12.7K
3.45K $1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
181K
+ 118.58%
$18.41 - $40.87 $3.33M - $7.4M
334K $6.17M
VEA
Vanguard Ftse Developed Market

ETFs
1.41K
+ 4.09%
$47.57 - $52.44 $67.2K - $74.1K
36K $1.72M
ABBV
Abb Vie Inc.

Healthcare
42
+ 0.68%
$164.99 - $203.87 $6.93K - $8.56K
6.2K $1.1M
AMGN
Amgen Inc

Healthcare
13
+ 0.45%
$258.78 - $328.31 $3.36K - $4.27K
2.89K $752K
LMT
Lockheed Martin Corp

Industrials
70
+ 1.86%
$479.66 - $614.62 $33.6K - $43K
3.84K $1.87M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.44K
+ 1.31%
$44.04 - $49.49 $63.4K - $71.3K
111K $4.9M
VTV
Vanguard Value ETF

ETFs
17.2K
+ 2.3%
$168.32 - $181.87 $2.9M - $3.13M
768K $130M
Activity Summary
Buys All Purchases 79 New Holdings 14 Increased Positions 65 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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