Thrive Wealth Management, LLC Incresed Positions in Q1 2025

Thrive Wealth Management, LLC

  • $518 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
16.6K
+ 908.97%
$271.18 - $303.12 $4.51M - $5.04M
18.5K $5.05M
JNJ
Johnson & Johnson

Healthcare
1.15K
+ 4.97%
$142.06 - $167.7 $163K - $192K
24.2K $4.02M
VEA
Vanguard Ftse Developed Market

ETFs
9.7K
+ 26.98%
$47.4 - $52.99 $460K - $514K
45.7K $2.34M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
13.9K
+ 130.13%
$25.58 - $29.24 $357K - $408K
24.7K $645K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
19.2K
+ 22.82%
$21.23 - $23.75 $408K - $456K
103K $2.22M
ZTS
Zoetis Inc.

Healthcare
1.45K
+ 27.9%
$156.48 - $175.67 $227K - $255K
6.65K $1.09M
WFC
Wells Fargo & Company

Financial Services
3.08K
+ 41.33%
$66.78 - $81.42 $206K - $251K
10.5K $756K
CVX
Chevron Corp

Energy
59
+ 0.7%
$146.71 - $167.97 $8.66K - $9.91K
8.52K $1.43M
CCI
Crown Castle International Corp

Real Estate
1.55K
+ 64.91%
$84.33 - $106.39 $131K - $165K
3.94K $410K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
322
+ 10.33%
$208.48 - $244.03 $67.1K - $78.6K
3.44K $839K
SCHX
Schwab Strategic Tr Us Large C

ETFs
17.1K
+ 9.4%
$21.75 - $24.28 $371K - $414K
199K $4.36M
WRB
Berkley W R Corp

Financial Services
784
+ 14.76%
$56.7 - $71.27 $44.5K - $55.9K
6.1K $433K
HMOP
Hartford Fds Exchange Traded T

ETFs
3.11K
+ 13.67%
$38.25 - $39.12 $119K - $122K
25.9K $992K
ROL
Rollins Inc

Consumer Cyclical
873
+ 16.88%
$45.65 - $54.03 $39.9K - $47.2K
6.05K $326K
POOL
Pool Corp

Industrials
315
+ 46.26%
$314.92 - $364.31 $99.2K - $115K
996 $317K
PFE
Pfizer Inc

Healthcare
5.02K
+ 12.47%
$25.01 - $27.13 $126K - $136K
45.3K $1.15M
UPS
United Parcel Service Inc

Industrials
1.06K
+ 45.32%
$109.66 - $136.26 $116K - $144K
3.39K $372K
WSO
Watsco Inc

Industrials
107
+ 17.31%
$463.86 - $530.75 $49.6K - $56.8K
725 $368K
RTX
Raytheon Technologies Corp

Industrials
27
+ 0.66%
$114.1 - $135.66 $3.08K - $3.66K
4.14K $547K
COP
Conocophillips

Energy
490
+ 15.97%
$88.6 - $105.85 $43.4K - $51.9K
3.56K $373K
MDT
Medtronic PLC

Healthcare
110
+ 2.01%
$79.84 - $94.5 $8.78K - $10.4K
5.57K $500K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
3.91K
+ 4.29%
$25.12 - $26.05 $98.1K - $102K
95.1K $2.39M
LPLA
Lpl Financial Holdings Inc.

Financial Services
168
+ 13.59%
$308.87 - $383.33 $51.9K - $64.4K
1.4K $459K
AZN
Astrazeneca PLC

Healthcare
301
+ 7.85%
$65.37 - $77.96 $19.7K - $23.5K
4.14K $303K
SBUX
Starbucks Corp

Consumer Cyclical
264
+ 6.84%
$91.75 - $115.81 $24.2K - $30.6K
4.13K $403K
DHR
Danaher Corp

Healthcare
945
+ 16.39%
$201.62 - $250.59 $191K - $237K
6.71K $1.38M
TDY
Teledyne Technologies Inc

Technology
55
+ 10.62%
$455.51 - $518.84 $25.1K - $28.5K
573 $285K
UNP
Union Pacific Corp

Industrials
30
+ 0.77%
$225.21 - $254.42 $6.76K - $7.63K
3.91K $922K
BMY
Bristol Myers Squibb CO

Healthcare
232
+ 4.11%
$53.9 - $63.11 $12.5K - $14.6K
5.88K $358K
NFLX
Netflix Inc

Communication Services
13
+ 2.14%
$828.4 - $1058.6 $10.8K - $13.8K
620 $578K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
333
+ 9.17%
$91.45 - $91.75 $30.5K - $30.6K
3.96K $363K
LII
Lennox International Inc

Industrials
117
+ 15.96%
$553.05 - $666.93 $64.7K - $78K
850 $476K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
615
+ 1.28%
$27.01 - $28.54 $16.6K - $17.6K
48.6K $1.34M
GD
General Dynamics Corp

Industrials
41
+ 2.09%
$241.94 - $272.58 $9.92K - $11.2K
2K $545K
ALLE
Allegion PLC

Industrials
205
+ 12.44%
$123.79 - $135.5 $25.4K - $27.8K
1.85K $241K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
167
+ 8.35%
$96.27 - $116.36 $16.1K - $19.4K
2.17K $245K
IBKR
Interactive Brokers Group, Inc.

Financial Services
305
+ 13.72%
$161.03 - $235.53 $49.1K - $71.8K
2.53K $418K
QCOM
Qualcomm Inc

Technology
155
+ 6.13%
$151.94 - $175.86 $23.6K - $27.3K
2.69K $412K
JKHY
Henry Jack & Associates Inc

Technology
48
+ 3.07%
$166.47 - $191.28 $7.99K - $9.18K
1.61K $293K
CHH
Choice Hotels International Inc

Consumer Cyclical
259
+ 15.11%
$127.89 - $155.97 $33.1K - $40.4K
1.97K $261K
EFX
Equifax Inc

Industrials
121
+ 10.2%
$235.63 - $278.34 $28.5K - $33.7K
1.31K $318K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
125
+ 1.6%
$126.11 - $135.06 $15.8K - $16.9K
7.96K $1.01M
HRB
H&R Block Inc

Consumer Cyclical
5
+ 0.12%
$49.96 - $55.97 $250 - $280
4.05K $222K
RBLX
Roblox Corp

Communication Services
95
+ 1.29%
$53.77 - $75.47 $5.11K - $7.17K
7.45K $434K
DVY
Ishares Tr

ETFs
9
+ 0.3%
$128.58 - $138.1 $1.16K - $1.24K
3.04K $403K
EDIT
Editas Medicine, Inc.

Healthcare
5K
+ 17.54%
$1.14 - $3.2 $5.7K - $16K
33.5K $41K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
206
+ 3.07%
$78.0 - $84.37 $16.1K - $17.4K
6.91K $546K
PEP
Pepsico Inc

Consumer Defensive
61
+ 2.07%
$142.64 - $156.42 $8.7K - $9.54K
3.01K $451K
MUB
Ishares National Muni Bond ETF

ETFs
419
+ 1.39%
$104.71 - $107.69 $43.9K - $45.1K
30.5K $3.21M
Activity Summary
Buys All Purchases 104 New Holdings 30 Increased Positions 74 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Thrive Wealth Management, LLC Portfolio

Follow Thrive Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Thrive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Thrive Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email