Thrive Wealth Management, LLC Incresed Positions 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
IWF
Ishares Russell 1000 Gr ETF

ETFs
716
+ 26.33%
$420.11 - $472.68 $301K - $338K
3.44K $1.58M
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
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
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
EFA
Ishares Tr Msci Eafe ETF

ETFs
804
+ 2.14%
$87.29 - $93.61 $70.2K - $75.3K
38.4K $3.58M
EFX
Equifax Inc

Industrials
834
+ 39.17%
$234.03 - $265.73 $195K - $222K
2.96K $760K
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
IEFA
Ishares Tr

ETFs
1.1K
+ 33.22%
$81.7 - $87.53 $90.2K - $96.6K
4.43K $386K
GD
General Dynamics Corp

Industrials
7
+ 0.33%
$293.92 - $341.0 $2.06K - $2.39K
2.16K $736K
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
TDY
Teledyne Technologies Inc

Technology
27
+ 3.89%
$509.51 - $586.04 $13.8K - $15.8K
721 $422K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1
+ 0.01%
$132.9 - $142.03 $133 - $142
8K $1.13M
IWD
Ishares Russell 1000 Val ETF

ETFs
63
+ 1.07%
$192.76 - $203.86 $12.1K - $12.8K
5.96K $1.21M
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
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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