Thrive Wealth Management, LLC Reduced Holdings in Q4 2024

Thrive Wealth Management, LLC

  • $552 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EFX
Equifax Inc

Industrials
-27
- 2.23%
$245.03 - $293.5 $6.62K - $7.92K
1.19K $302K
ALLE
Allegion PLC

Industrials
-196
- 10.63%
$130.63 - $153.36 $25.6K - $30.1K
1.65K $215K
IEMG
Ishares Inc

ETFs
-756
- 2.07%
N/A
35.8K $1.92M
ROL
Rollins Inc

Consumer Cyclical
-357
- 6.46%
$46.35 - $51.59 $16.5K - $18.4K
5.17K $239K
TJX
Tjx Companies Inc

Consumer Cyclical
-615
- 5.54%
$112.15 - $127.2 $69K - $78.2K
10.5K $1.27M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-17
- 0.54%
$209.89 - $233.24 $3.57K - $3.97K
3.12K $662K
WSO
Watsco Inc

Industrials
-33
- 5.07%
$466.57 - $568.78 $15.4K - $18.8K
618 $292K
INTU
Intuit Inc

Technology
-67
- 3.36%
$602.01 - $706.25 $40.3K - $47.3K
1.93K $1.21M
VBR
Vanguard Small Cap Value ETF

ETFs
-108
- 5.63%
$197.36 - $217.3 $21.3K - $23.5K
1.81K $358K
PM
Philip Morris International Inc.

Consumer Defensive
-154
- 2.13%
$118.38 - $133.06 $18.2K - $20.5K
7.09K $853K
LII
Lennox International Inc

Industrials
-45
- 5.78%
$589.36 - $678.43 $26.5K - $30.5K
733 $446K
RTX
Raytheon Technologies Corp

Industrials
-1
- 0.02%
$114.45 - $127.21 $114 - $127
4.11K $475K
PRU
Prudential Financial Inc

Financial Services
-65
- 1.54%
$114.59 - $129.52 $7.45K - $8.42K
4.17K $493K
CB
Chubb LTD

Financial Services
-33
- 3.96%
$271.57 - $301.89 $8.96K - $9.96K
801 $221K
ADI
Analog Devices Inc

Technology
-3
- 0.31%
$206.35 - $236.48 $619 - $709
971 $206K
LNT
Alliant Energy Corp

Utilities
-61
- 0.72%
$56.24 - $63.63 $3.43K - $3.88K
8.41K $497K
JKHY
Henry Jack & Associates Inc

Technology
-56
- 3.46%
$171.12 - $186.18 $9.58K - $10.4K
1.56K $273K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-27
- 0.34%
$126.68 - $134.74 $3.42K - $3.64K
7.83K $999K
ETN
Eaton Corp PLC

Industrials
-18
- 2.34%
$326.96 - $377.52 $5.89K - $6.8K
750 $248K
VBK
Vanguard Small Cap Growth ETF

ETFs
-92
- 5.45%
$264.18 - $304.19 $24.3K - $28K
1.6K $446K
SAIA
Saia Inc

Industrials
-32
- 5.96%
$411.44 - $569.08 $13.2K - $18.2K
505 $230K
WRB
Berkley W R Corp

Financial Services
-189
- 3.44%
$56.48 - $64.94 $10.7K - $12.3K
5.31K $310K
APH
Amphenol Corp

Technology
-1.04K
- 6.23%
$62.07 - $75.35 $64.3K - $78.1K
15.6K $1.08M
Cooper Cos Inc
-270
- 7.59%
N/A
3.29K $0
CMI
Cummins Inc

Industrials
-118
- 7.17%
$324.93 - $383.42 $38.3K - $45.2K
1.53K $532K
ABC
Amerisourcebergen Corp

Healthcare
-3
- 0.33%
N/A
914 $169K
Gsk PLC
-4.49K
- 38.23%
N/A
7.25K $0
CGMU
Capital Group Core Plus Income
-10.8K
- 22.75%
N/A
36.6K $0
CHH
Choice Hotels International Inc

Consumer Cyclical
-145
- 7.8%
$128.7 - $152.73 $18.7K - $22.1K
1.71K $243K
ZWS
Zurn Water Solutions Corp

Industrials
-183
- 2.45%
$35.79 - $40.92 $6.55K - $7.49K
7.29K $271K
VV
Vanguard Large Cap ETF

ETFs
-4
- 0.39%
$260.27 - $280.65 $1.04K - $1.12K
1.02K $275K
TDY
Teledyne Technologies Inc

Technology
-20
- 3.72%
$436.59 - $489.24 $8.73K - $9.78K
518 $240K
AZPN
Aspen Technology, Inc.

Technology
-36
- 2.89%
$231.19 - $253.16 $8.32K - $9.11K
1.21K $302K
T
At&T Inc.

Communication Services
-831
- 2.22%
$21.22 - $23.88 $17.6K - $19.8K
36.6K $833K
VRSK
Verisk Analytics, Inc.

Industrials
-61
- 1.7%
$262.86 - $294.75 $16K - $18K
3.52K $970K
ZBRA
Zebra Technologies Corp

Technology
-15
- 1.49%
$360.09 - $411.94 $5.4K - $6.18K
991 $382K
COST
Costco Wholesale Corp

Consumer Defensive
-7
- 0.91%
$873.59 - $994.69 $6.12K - $6.96K
765 $700K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3
- 0.25%
$481.22 - $538.17 $1.44K - $1.61K
1.2K $613K
VB
Vanguard Small Cap ETF

ETFs
-128
- 0.64%
$233.76 - $261.58 $29.9K - $33.5K
19.9K $4.79M
BAC
Bank Of America Corp

Financial Services
-207
- 1.61%
$39.22 - $47.77 $8.12K - $9.89K
12.6K $554K
META
Meta Platforms, Inc.

Communication Services
-1
- 0.04%
$554.08 - $632.68 $554 - $633
2.81K $1.65M
WMT
Walmart Inc.

Consumer Defensive
-155
- 2.28%
$79.1 - $95.7 $12.3K - $14.8K
6.64K $600K
AXP
American Express CO

Financial Services
-5
- 0.24%
$267.35 - $305.57 $1.34K - $1.53K
2.06K $612K
C
Citigroup Inc

Financial Services
-325
- 3.34%
$61.31 - $72.5 $19.9K - $23.6K
9.4K $661K
DIS
Walt Disney CO

Communication Services
-82
- 1.99%
$92.39 - $117.6 $7.58K - $9.64K
4.03K $449K
MS
Morgan Stanley

Financial Services
-20
- 0.72%
$104.42 - $134.99 $2.09K - $2.7K
2.77K $348K
VRSN
Verisign Inc

Technology
-6
- 0.17%
$176.68 - $206.96 $1.06K - $1.24K
3.46K $716K
IBKR
Interactive Brokers Group, Inc.

Financial Services
-97
- 4.18%
$138.3 - $192.95 $13.4K - $18.7K
2.22K $392K
MCK
Mckesson Corp

Healthcare
-37
- 2.47%
$482.27 - $628.5 $17.8K - $23.3K
1.46K $832K
Activity Summary
Buys All Purchases 79 New Holdings 14 Increased Positions 65 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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