Thrive Wealth Management, LLC Reduced Holdings in Q3 2025

Thrive Wealth Management, LLC

  • $652 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-69.8K
- 67.3%
$103.24 - $106.68 $7.2M - $7.44M
33.9K $3.61M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-19.3K
- 63.23%
$97.75 - $100.75 $1.88M - $1.94M
11.2K $1.13M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-40.7K
- 38.31%
$24.11 - $24.94 $982K - $1.02M
65.6K $1.63M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-17.7K
- 24.08%
$28.15 - $30.13 $499K - $534K
55.9K $1.66M
CRM
Salesforce, Inc.

Technology
-492
- 6.8%
$231.66 - $273.65 $114K - $135K
6.74K $1.6M
INTU
Intuit Inc

Technology
-223
- 12.82%
$646.03 - $807.39 $144K - $180K
1.52K $1.04M
FTNT
Fortinet, Inc.

Technology
-1.57K
- 17.32%
$74.39 - $107.65 $116K - $168K
7.47K $628K
IT
Gartner Inc

Technology
-298
- 19.03%
$225.98 - $406.7 $67.3K - $121K
1.27K $333K
MARA
Marathon Digital Holdings, Inc.

Financial Services
-11.2K
- 50.19%
N/A
11.1K $249K
NFLX
Netflix Inc

Communication Services
-84
- 11.55%
$1147.87 - $1297.18 $96.4K - $109K
643 $770K
IBM
International Business Machines Corp

Technology
-268
- 4.66%
$234.77 - $292.47 $62.9K - $78.4K
5.49K $1.55M
V
Visa Inc.

Financial Services
-79
- 0.88%
$332.09 - $358.86 $26.2K - $28.3K
8.91K $3.04M
PG
Procter & Gamble CO

Consumer Defensive
-333
- 2.02%
$150.47 - $161.22 $50.1K - $53.7K
16.1K $2.48M
PM
Philip Morris International Inc.

Consumer Defensive
-40
- 0.6%
$157.77 - $183.27 $6.31K - $7.33K
6.59K $1.07M
NOW
Service Now, Inc.

Technology
-95
- 21.94%
$850.86 - $1044.69 $80.8K - $99.2K
338 $311K
SPGI
S&P Global Inc.

Financial Services
-18
- 0.67%
$484.94 - $564.15 $8.73K - $10.2K
2.67K $1.3M
AMT
American Tower Corp

Real Estate
-27
- 0.7%
$192.32 - $232.35 $5.19K - $6.27K
3.82K $735K
CMCSA
Comcast Corp

Communication Services
-1.46K
- 9.84%
$31.41 - $36.33 $45.8K - $53K
13.4K $420K
MRK
Merck & Co., Inc.

Healthcare
-2.22K
- 11.36%
$77.6 - $87.37 $172K - $194K
17.3K $1.45M
JKHY
Henry Jack & Associates Inc

Technology
-263
- 15.9%
$148.45 - $182.09 $39K - $47.9K
1.39K $207K
BSX
Boston Scientific Corp

Healthcare
-54
- 0.74%
$97.03 - $108.14 $5.24K - $5.84K
7.27K $709K
HON
Honeywell International Inc

Industrials
-147
- 7.24%
$207.7 - $240.4 $30.5K - $35.3K
1.88K $396K
WSO
Watsco Inc

Industrials
-117
- 15.18%
$381.94 - $489.97 $44.7K - $57.3K
654 $264K
LLY
Eli Lilly & CO

Healthcare
-67
- 5.18%
$625.65 - $812.69 $41.9K - $54.5K
1.23K $935K
COST
Costco Wholesale Corp

Consumer Defensive
-21
- 2.61%
$915.95 - $994.57 $19.2K - $20.9K
783 $724K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-341
- 5.75%
$65.64 - $78.22 $22.4K - $26.7K
5.59K $375K
KO
Coca Cola CO

Consumer Defensive
-21
- 0.14%
$65.67 - $71.67 $1.38K - $1.51K
14.6K $968K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-8
- 0.55%
$332.69 - $399.0 $2.66K - $3.19K
1.45K $483K
APH
Amphenol Corp

Technology
-2.85K
- 24.36%
$97.39 - $125.4 $277K - $357K
8.84K $1.09M
VIG
Vanguard Dividend Appreciation

ETFs
-324
- 7.83%
N/A
3.81K $694K
T
At&T Inc.

Communication Services
-1.18K
- 3.3%
$26.94 - $29.62 $31.9K - $35.1K
34.7K $980K
OLED
Universal Display Corp Pa

Technology
-192
- 6.82%
$134.16 - $161.44 $25.8K - $31K
2.62K $376K
SBUX
Starbucks Corp

Consumer Cyclical
-315
- 6.94%
$81.9 - $96.86 $25.8K - $30.5K
4.22K $357K
HMOP
Hartford Fds Exchange Traded T

ETFs
-2.12K
- 4.59%
$37.94 - $39.14 $80.5K - $83.1K
44.1K $1.72M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-129
- 4.86%
$93.1 - $110.49 $12K - $14.3K
2.53K $235K
ICE
Intercontinental Exchange, Inc.

Financial Services
-27
- 0.96%
$167.28 - $188.45 $4.52K - $5.09K
2.8K $471K
BMY
Bristol Myers Squibb CO

Healthcare
-887
- 16.59%
$43.31 - $48.98 $38.4K - $43.4K
4.46K $201K
DE
Deere & CO

Industrials
-17
- 2.44%
$457.26 - $524.37 $7.77K - $8.91K
681 $311K
DG
Dollar General Corp

Consumer Defensive
-37
- 1.05%
$101.86 - $116.32 $3.77K - $4.3K
3.48K $359K
DIS
Walt Disney CO

Communication Services
-16
- 0.38%
$112.25 - $124.0 $1.8K - $1.98K
4.22K $483K
CI
Cigna Corp

Healthcare
-29
- 3.81%
$262.23 - $334.39 $7.6K - $9.7K
732 $210K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-86
- 4.07%
$107.28 - $125.1 $9.23K - $10.8K
2.03K $220K
CCI
Crown Castle International Corp

Real Estate
-142
- 3.54%
$92.96 - $113.91 $13.2K - $16.2K
3.87K $373K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-193
- 4.03%
$60.9 - $70.75 $11.8K - $13.7K
4.59K $286K
LII
Lennox International Inc

Industrials
-15
- 2.36%
$516.18 - $664.54 $7.74K - $9.97K
620 $328K
CSCO
Cisco Systems, Inc.

Technology
-234
- 1.33%
$66.2 - $71.79 $15.5K - $16.8K
17.4K $1.19M
ADP
Automatic Data Processing Inc

Industrials
-42
- 3.38%
$288.69 - $310.94 $12.1K - $13.1K
1.2K $352K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.63K
- 4.8%
$26.38 - $27.95 $69.4K - $73.5K
52.2K $1.43M
PRU
Prudential Financial Inc

Financial Services
-36
- 0.9%
$100.68 - $109.89 $3.62K - $3.96K
3.97K $411K
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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