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
GD
General Dynamics Corp

Industrials
7
+ 0.33%
$293.92 - $341.0 $2.06K - $2.39K
2.16K $736K
IEFA
Ishares Tr

ETFs
1.1K
+ 33.22%
$81.7 - $87.53 $90.2K - $96.6K
4.43K $386K
ZWS
Zurn Water Solutions Corp

Industrials
323
+ 3.85%
$36.48 - $47.94 $11.8K - $15.5K
8.71K $409K
XOM
Exxon Mobil Corp

Energy
380
+ 3.17%
$105.83 - $117.22 $40.2K - $44.5K
12.4K $1.39M
IQLT
Ishares Msci Intl Quality Fact

ETFs
328
+ 0.37%
$41.43 - $44.2 $13.6K - $14.5K
89.1K $3.94M
QQQ
Invesco Qqq Trust, Series 1

ETFs
50
+ 3.52%
$546.99 - $602.2 $27.3K - $30.1K
1.47K $881K
XYL
Xylem Inc.

Industrials
55
+ 1.11%
$129.67 - $147.5 $7.13K - $8.11K
5.01K $738K
ALLE
Allegion PLC

Industrials
54
+ 2.2%
$145.55 - $179.33 $7.86K - $9.68K
2.51K $444K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
591
+ 8.58%
$84.28 - $89.46 $49.8K - $52.9K
7.48K $665K
MA
Mastercard Inc

Financial Services
108
+ 3.18%
$550.18 - $598.96 $59.4K - $64.7K
3.5K $1.99M
IWD
Ishares Russell 1000 Val ETF

ETFs
63
+ 1.07%
$192.76 - $203.86 $12.1K - $12.8K
5.96K $1.21M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1
+ 0.01%
$132.9 - $142.03 $133 - $142
8K $1.13M
ITOT
Ishares Core S&P Total U.S. St

ETFs
42
+ 0.82%
$135.0 - $146.02 $5.67K - $6.13K
5.13K $747K
IXUS
Ishares Tr

ETFs
474
+ 12.4%
$76.35 - $82.58 $36.2K - $39.1K
4.3K $354K
DHR
Danaher Corp

Healthcare
251
+ 3.98%
$181.46 - $212.2 $45.5K - $53.3K
6.56K $1.3M
GE
General Electric CO

Industrials
17
+ 1.56%
$244.75 - $305.63 $4.16K - $5.2K
1.1K $332K
META
Meta Platforms, Inc.

Communication Services
85
+ 2.89%
$695.21 - $791.73 $59.1K - $67.3K
3.02K $2.22M
DUK
Duke Energy Corp

Utilities
10
+ 0.12%
$116.31 - $125.93 $1.16K - $1.26K
8.41K $1.04M
IVE
Ishares S&P 500 Value ETF

ETFs
161
+ 11.6%
$194.44 - $206.51 $31.3K - $33.2K
1.55K $319K
MS
Morgan Stanley

Financial Services
3
+ 0.12%
$139.09 - $161.16 $417 - $483
2.51K $398K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
552
+ 6.51%
$30.13 - $33.37 $16.6K - $18.4K
9.03K $301K
VT
Vanguard Total World Stk Index

ETFs
149
+ 6.22%
$128.41 - $138.03 $19.1K - $20.6K
2.55K $350K
GLD
Spdr Gold Trust

ETFs
15
+ 2.03%
$300.96 - $355.47 $4.51K - $5.33K
753 $267K
BK
Bank Of New York Mellon Corp

Financial Services
16
+ 0.71%
$90.65 - $109.75 $1.45K - $1.76K
2.26K $245K
IEMG
Ishares Inc

ETFs
772
+ 2.17%
N/A
36.4K $1.95M
ES
Eversource Energy

Utilities
6
+ 0.11%
$62.86 - $71.14 $377 - $427
5.45K $387K
MO
Altria Group, Inc.

Consumer Defensive
182
+ 4.81%
$57.75 - $67.68 $10.5K - $12.3K
3.96K $261K
NEE
Nextera Energy Inc

Utilities
40
+ 0.68%
$69.77 - $77.54 $2.79K - $3.1K
5.95K $448K
AXP
American Express CO

Financial Services
33
+ 1.64%
$294.27 - $342.31 $9.71K - $11.3K
2.04K $678K
WRB
Berkley W R Corp

Financial Services
206
+ 3.22%
$67.78 - $76.62 $14K - $15.8K
6.6K $505K
AZN
Astrazeneca PLC

Healthcare
28
+ 0.69%
$68.72 - $82.11 $1.92K - $2.3K
4.08K $312K
DVY
Ishares Tr

ETFs
4
+ 0.13%
$133.88 - $142.57 $536 - $570
3.05K $433K
PPL
Ppl Corp

Utilities
78
+ 1.07%
$33.54 - $37.24 $2.62K - $2.9K
7.39K $274K
PEP
Pepsico Inc

Consumer Defensive
3
+ 0.1%
$133.81 - $152.16 $401 - $456
2.99K $419K
SAIA
Saia Inc

Industrials
21
+ 2.86%
$281.49 - $333.61 $5.91K - $7.01K
755 $226K
ROL
Rollins Inc

Consumer Cyclical
172
+ 2.73%
$55.05 - $58.74 $9.47K - $10.1K
6.47K $380K
ETN
Eaton Corp PLC

Industrials
16
+ 1.81%
$342.99 - $392.76 $5.49K - $6.28K
898 $336K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
382
+ 11.87%
$196.15 - $217.83 $74.9K - $83.2K
3.6K $725K
SO
Southern CO

Utilities
23
+ 0.36%
$90.83 - $96.0 $2.09K - $2.21K
6.48K $614K
ECL
Ecolab Inc.

Basic Materials
18
+ 0.5%
$259.39 - $285.47 $4.67K - $5.14K
3.62K $991K
QCOM
Qualcomm Inc

Technology
4
+ 0.15%
$145.84 - $173.55 $583 - $694
2.68K $445K
CEG
Constellation Energy Corp

Utilities
36
+ 4.46%
$298.82 - $354.89 $10.8K - $12.8K
843 $277K
UBER
Uber Technologies, Inc

Technology
41
+ 1.8%
$86.91 - $99.57 $3.56K - $4.08K
2.32K $227K
VZ
Verizon Communications Inc

Communication Services
34
+ 0.18%
$40.84 - $45.06 $1.39K - $1.53K
18.8K $826K
VO
Vanguard Mid Cap ETF

ETFs
4
+ 0.44%
$279.83 - $293.74 $1.12K - $1.17K
920 $270K
BOND
Pimco Active Bond Exchange Tra

ETFs
80
+ 1.99%
$90.83 - $93.81 $7.27K - $7.5K
4.11K $383K
EMR
Emerson Electric CO

Industrials
121
+ 5.81%
$128.6 - $149.63 $15.6K - $18.1K
2.2K $288K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4
+ 0.19%
$136.48 - $142.97 $546 - $572
2.06K $288K
Pimco ETF Tr
6.36K
+ 40.28%
N/A
22.2K $0
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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