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
IVE
Ishares S&P 500 Value ETF

ETFs
161
+ 11.6%
$194.44 - $206.51 $31.3K - $33.2K
1.55K $319K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
552
+ 6.51%
$30.13 - $33.37 $16.6K - $18.4K
9.03K $301K
MS
Morgan Stanley

Financial Services
3
+ 0.12%
$139.09 - $161.16 $417 - $483
2.51K $398K
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
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
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
ETN
Eaton Corp PLC

Industrials
16
+ 1.81%
$342.99 - $392.76 $5.49K - $6.28K
898 $336K
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
Capital Grp Fixed Incm ETF T
19.8K
+ 141.15%
N/A
33.8K $0
CGMU
Capital Group Core Plus Income
21.2K
+ 32.02%
N/A
87.6K $0
Vanguard Instl Index Fd
7.19K
+ 250.85%
N/A
10.1K $0
Loar Holdings Inc
133
+ 0.33%
N/A
41K $0
Linde PLC
2
+ 0.09%
N/A
2.32K $0
Pimco ETF Tr
6.36K
+ 40.28%
N/A
22.2K $0
Vanguard Wellington Fd
1.96K
+ 41.03%
N/A
6.74K $0
Lam Research Corp
4
+ 0.11%
N/A
3.5K $0
CB
Chubb LTD

Financial Services
10
+ 1.36%
$265.99 - $289.59 $2.66K - $2.9K
748 $211K
ZBRA
Zebra Technologies Corp

Technology
16
+ 1.52%
$296.92 - $341.36 $4.75K - $5.46K
1.07K $317K
BSY
Bentley Systems Inc

Technology
200
+ 2.47%
$51.48 - $58.72 $10.3K - $11.7K
8.3K $427K
HRB
H&R Block Inc

Consumer Cyclical
38
+ 0.94%
$49.28 - $56.76 $1.87K - $2.16K
4.09K $206K
APD
Air Products & Chemicals, Inc.

Basic Materials
6
+ 0.3%
$265.78 - $299.3 $1.59K - $1.8K
1.97K $538K
VRSN
Verisign Inc

Technology
23
+ 0.74%
$263.02 - $305.98 $6.05K - $7.04K
3.15K $881K
VRSK
Verisk Analytics, Inc.

Industrials
201
+ 6.61%
$242.3 - $312.95 $48.7K - $62.9K
3.24K $815K
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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