Thrive Wealth Management, LLC Incresed Positions in Q4 2025

Thrive Wealth Management, LLC

  • $659 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
30.7K
+ 3.84%
$182.87 - $189.72 $5.62M - $5.83M
832K $156M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
51.7K
+ 16.51%
$23.02 - $24.23 $1.19M - $1.25M
365K $8.73M
NOW
Service Now, Inc.

Technology
1.44K
+ 424.85%
$835.79 - $946.29 $1.2M - $1.36M
1.77K $1.48M
INTF
Ishares Tr

ETFs
7.34K
+ 2.18%
$35.44 - $37.17 $260K - $273K
343K $12.7M
AMZN
Amazon Com Inc

Consumer Cyclical
453
+ 1.99%
$213.04 - $254.0 $96.5K - $115K
23.3K $5.46M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
16K
+ 12.55%
$25.2 - $26.46 $403K - $423K
143K $3.7M
JNJ
Johnson & Johnson

Healthcare
298
+ 1.26%
$185.98 - $199.58 $55.4K - $59.5K
23.9K $4.77M
VB
Vanguard Small Cap ETF

ETFs
2.14K
+ 6.65%
$248.1 - $260.08 $531K - $557K
34.3K $8.57M
CAT
Caterpillar Inc

Industrials
214
+ 11.32%
$480.82 - $585.49 $103K - $125K
2.1K $1.16M
AVGO
Broadcom Inc.

Technology
500
+ 9.0%
$324.63 - $385.98 $162K - $193K
6.05K $2.07M
MRK
Merck & Co., Inc.

Healthcare
755
+ 4.36%
$82.49 - $92.93 $62.3K - $70.2K
18.1K $1.68M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.46K
+ 3.81%
$92.24 - $96.56 $135K - $141K
39.8K $3.79M
AMGN
Amgen Inc

Healthcare
28
+ 0.86%
$290.13 - $341.71 $8.12K - $9.57K
3.28K $1.12M
CEG
Constellation Energy Corp

Utilities
553
+ 65.6%
$335.74 - $401.43 $186K - $222K
1.4K $472K
XLK
Technology Sector Spdr

ETFs
652
+ 86.47%
$278.39 - $304.13 $182K - $198K
1.41K $405K
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.04K
+ 2.47%
$28.46 - $29.45 $200K - $207K
292K $8.45M
NVDA
Nvidia Corp

Technology
894
+ 2.16%
$179.83 - $207.04 $161K - $185K
42.2K $7.88M
XOM
Exxon Mobil Corp

Energy
902
+ 7.3%
$110.64 - $119.78 $99.8K - $108K
13.3K $1.56M
IWF
Ishares Russell 1000 Gr ETF

ETFs
239
+ 6.96%
$459.47 - $491.71 $110K - $118K
3.67K $1.73M
VO
Vanguard Mid Cap ETF

ETFs
513
+ 55.76%
$286.27 - $296.23 $147K - $152K
1.43K $411K
AMD
Advanced Micro Devices Inc

Technology
34
+ 2.01%
$164.01 - $264.33 $5.58K - $8.99K
1.73K $414K
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.75K
+ 1.96%
$43.84 - $45.35 $76.5K - $79.2K
90.8K $4.07M
CME
Cme Group Inc.

Financial Services
373
+ 23.4%
$261.53 - $285.04 $97.6K - $106K
1.97K $549K
KO
Coca Cola CO

Consumer Defensive
665
+ 4.55%
$66.1 - $71.61 $44K - $47.6K
15.3K $1.08M
MCK
Mckesson Corp

Healthcare
4
+ 0.27%
$738.06 - $859.37 $2.95K - $3.44K
1.48K $1.25M
LPLA
Lpl Financial Holdings Inc.

Financial Services
118
+ 8.13%
$312.18 - $378.94 $36.8K - $44.7K
1.57K $581K
RTX
Raytheon Technologies Corp

Industrials
333
+ 8.02%
$157.0 - $179.44 $52.3K - $59.8K
4.49K $787K
AZN
Astrazeneca PLC

Healthcare
418
+ 10.26%
$81.15 - $89.4 $33.9K - $37.4K
4.49K $401K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
280
+ 0.27%
$52.54 - $55.77 $14.7K - $15.6K
104K $5.7M
IBM
International Business Machines Corp

Technology
8
+ 0.15%
$275.97 - $314.98 $2.21K - $2.52K
5.49K $1.63M
EXC
Exelon Corp

Utilities
1.76K
+ 38.33%
$44.97 - $48.24 $79.1K - $84.9K
6.35K $291K
NEE
Nextera Energy Inc

Utilities
106
+ 1.78%
$78.18 - $86.03 $8.29K - $9.12K
6.05K $518K
MCD
Mcdonalds Corp

Consumer Cyclical
216
+ 6.65%
$293.81 - $310.11 $63.5K - $67K
3.47K $1.06M
JKHY
Henry Jack & Associates Inc

Technology
289
+ 20.78%
$146.26 - $167.17 $42.3K - $48.3K
1.68K $275K
DUK
Duke Energy Corp

Utilities
417
+ 4.96%
$121.57 - $129.03 $50.7K - $53.8K
8.83K $1.1M
ABBV
Abb Vie Inc.

Healthcare
177
+ 3.14%
$211.96 - $244.38 $37.5K - $43.3K
5.81K $1.36M
VRSK
Verisk Analytics, Inc.

Industrials
784
+ 24.18%
$208.0 - $249.55 $163K - $196K
4.03K $869K
IXUS
Ishares Tr

ETFs
506
+ 11.77%
$81.21 - $85.27 $41.1K - $43.1K
4.8K $404K
BSX
Boston Scientific Corp

Healthcare
117
+ 1.61%
$94.95 - $104.98 $11.1K - $12.3K
7.39K $758K
PPL
Ppl Corp

Utilities
1.38K
+ 18.61%
$36.25 - $37.97 $49.8K - $52.2K
8.77K $322K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
1.53K
+ 2.34%
$24.85 - $25.28 $38.1K - $38.7K
67.1K $1.68M
PM
Philip Morris International Inc.

Consumer Defensive
702
+ 10.66%
$144.33 - $160.86 $101K - $113K
7.29K $1.11M
SCHX
Schwab Strategic Tr Us Large C

ETFs
67
+ 0.03%
$25.85 - $27.19 $1.73K - $1.82K
207K $5.49M
SOFI
So Fi Technologies, Inc.

Financial Services
535
+ 2.82%
$25.24 - $32.21 $13.5K - $17.2K
19.5K $542K
RIO
Rio Tinto PLC

Basic Materials
336
+ 10.54%
$65.44 - $72.58 $22K - $24.4K
3.53K $248K
PLTR
Palantir Technologies Inc.

Technology
437
+ 8.45%
$172.14 - $207.18 $75.2K - $90.5K
5.61K $976K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
553
+ 3.44%
$114.27 - $121.15 $63.2K - $67K
16.6K $1.94M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
844
+ 9.35%
$32.35 - $34.37 $27.3K - $29K
9.87K $333K
MUB
Ishares National Muni Bond ETF

ETFs
118
+ 0.35%
$106.36 - $107.61 $12.6K - $12.7K
34K $3.64M
Activity Summary
Buys All Purchases 122 New Holdings 15 Increased Positions 107 Sells All Sells 102 Reductions 102 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