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
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-53
- 2.13%
$123.13 - $140.8 $6.53K - $7.46K
2.44K $313K
ABC
Amerisourcebergen Corp

Healthcare
-78
- 8.58%
N/A
831 $153K
ABT
Abbott Laboratories

Healthcare
-38
- 1.03%
$120.51 - $136.62 $4.58K - $5.19K
3.66K $490K
POOL
Pool Corp

Industrials
-88
- 9.2%
$292.13 - $333.62 $25.7K - $29.4K
869 $269K
WFC
Wells Fargo & Company

Financial Services
-640
- 5.13%
$77.05 - $85.16 $49.3K - $54.5K
11.8K $992K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-87
- 2.19%
$91.44 - $91.77 $7.96K - $7.98K
3.88K $356K
UNH
Unitedhealth Group Inc

Healthcare
-215
- 10.51%
$237.77 - $353.61 $51.1K - $76K
1.83K $632K
COP
Conocophillips

Energy
-213
- 6.54%
$91.0 - $98.99 $19.4K - $21.1K
3.05K $288K
Blackrock Inc
-8
- 2.64%
N/A
295 $0
Gsk PLC
-2.93K
- 32.27%
N/A
6.15K $0
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-357
- 11.96%
$71.86 - $87.45 $25.7K - $31.2K
2.63K $219K
VBR
Vanguard Small Cap Value ETF

ETFs
-105
- 5.34%
$195.41 - $212.37 $20.5K - $22.3K
1.86K $388K
AMGN
Amgen Inc

Healthcare
-18
- 0.55%
$271.18 - $309.22 $4.88K - $5.57K
3.25K $918K
SCHW
Schwab Charles Corp

Financial Services
-39
- 1.36%
$91.03 - $98.69 $3.55K - $3.85K
2.84K $271K
WMT
Walmart Inc.

Consumer Defensive
-224
- 3.52%
$94.4 - $104.27 $21.1K - $23.4K
6.14K $632K
VBK
Vanguard Small Cap Growth ETF

ETFs
-70
- 4.46%
$276.51 - $305.12 $19.4K - $21.4K
1.5K $445K
VV
Vanguard Large Cap ETF

ETFs
-33
- 3.41%
$285.05 - $309.14 $9.41K - $10.2K
935 $287K
NDSN
Nordson Corp

Industrials
-4
- 0.29%
$209.25 - $227.98 $837 - $912
1.4K $316K
MAIN
Main Street Capital Corp

Financial Services
-1
- 0.02%
$59.28 - $67.54 $59.3 - $67.5
5.14K $326K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-739
- 4.2%
$25.29 - $28.33 $18.7K - $20.9K
16.9K $470K
PFE
Pfizer Inc

Healthcare
-826
- 1.99%
$23.29 - $25.88 $19.2K - $21.4K
40.6K $1.04M
CMI
Cummins Inc

Industrials
-257
- 17.46%
$327.85 - $426.39 $84.3K - $110K
1.22K $513K
INTC
Intel Corp

Technology
-2.31K
- 23.14%
$19.31 - $35.5 $44.5K - $81.9K
7.66K $256K
MCD
Mcdonalds Corp

Consumer Cyclical
-19
- 0.58%
$291.67 - $316.99 $5.54K - $6.02K
3.25K $987K
AMAT
Applied Materials Inc

Technology
-23
- 1.29%
$156.25 - $204.95 $3.59K - $4.71K
1.76K $359K
LOW
Lowes Companies Inc

Consumer Cyclical
-11
- 0.87%
$215.01 - $273.02 $2.37K - $3K
1.26K $315K
MDT
Medtronic PLC

Healthcare
-9
- 0.17%
$87.67 - $95.74 $789 - $862
5.38K $512K
BAC
Bank Of America Corp

Financial Services
-95
- 0.78%
$44.92 - $52.42 $4.27K - $4.98K
12K $619K
EEM
Ishares Msci Emerging Markets

ETFs
-54
- 0.53%
$48.07 - $53.4 $2.6K - $2.88K
10.1K $536K
MCK
Mckesson Corp

Healthcare
-9
- 0.61%
$659.01 - $772.54 $5.93K - $6.95K
1.48K $1.14M
WEC
Wec Energy Group, Inc.

Utilities
-32
- 0.6%
$103.66 - $114.59 $3.32K - $3.67K
5.27K $604K
GS
Goldman Sachs Group Inc

Financial Services
-7
- 1.09%
$696.56 - $806.32 $4.88K - $5.64K
637 $507K
LNT
Alliant Energy Corp

Utilities
-57
- 0.7%
$60.76 - $67.41 $3.46K - $3.84K
8.05K $542K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-65
- 1.41%
$185.88 - $207.44 $12.1K - $13.5K
4.53K $910K
CVX
Chevron Corp

Energy
-248
- 3.05%
$145.57 - $161.83 $36.1K - $40.1K
7.89K $1.23M
ETR
Entergy Corp

Utilities
-13
- 0.2%
$80.93 - $93.55 $1.05K - $1.22K
6.37K $593K
C
Citigroup Inc

Financial Services
-934
- 9.15%
$85.57 - $103.49 $79.9K - $96.7K
9.27K $941K
PBA
Pembina Pipeline Corp

Energy
-166
- 0.61%
$35.5 - $40.58 $5.89K - $6.74K
26.9K $1.09M
HD
Home Depot, Inc.

Consumer Cyclical
-109
- 3.56%
$357.4 - $423.42 $39K - $46.2K
2.95K $1.2M
RTX
Raytheon Technologies Corp

Industrials
-66
- 1.56%
$144.19 - $167.33 $9.52K - $11K
4.15K $694K
IVW
Ishares S&P 500 Growth ETF

ETFs
-65
- 0.65%
$108.97 - $121.65 $7.08K - $7.91K
9.86K $1.19M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-20
- 0.31%
$459.11 - $506.91 $9.18K - $10.1K
6.41K $3.22M
JPM
Jpmorgan Chase & CO

Financial Services
-192
- 2.67%
$282.78 - $316.06 $54.3K - $60.7K
7.01K $2.21M
CAT
Caterpillar Inc

Industrials
-14
- 0.74%
$390.92 - $477.15 $5.47K - $6.68K
1.89K $901K
IVV
Ishares Core S&P 500 ETF

ETFs
-119
- 1.89%
$620.67 - $670.08 $73.9K - $79.7K
6.19K $4.14M
RBLX
Roblox Corp

Communication Services
-39
- 0.52%
$100.65 - $141.56 $3.93K - $5.52K
7.45K $1.03M
MSFT
Microsoft Corp

Technology
-270
- 1.27%
$491.09 - $535.64 $133K - $145K
21.1K $10.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.42K
- 2.28%
$49.43 - $54.52 $119K - $132K
104K $5.62M
INTF
Ishares Tr

ETFs
-5.72K
- 1.67%
$33.72 - $36.17 $193K - $207K
336K $12.1M
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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