Thrive Wealth Management, LLC Sells in Q1 2025

Thrive Wealth Management, LLC

  • $518 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
-341K
- 6.64%
$24.91 - $29.02 $8.49M - $9.89M
4.79M $120M
VUG
Vanguard Growth ETF

ETFs
-2.32K
- 7.36%
$369.1 - $427.61 $854K - $990K
29.1K $10.8M
AAPL
Apple Inc.

Technology
-1.61K
- 2.8%
$209.68 - $247.1 $337K - $398K
55.8K $12.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.64K
- 4.44%
$551.42 - $612.93 $905K - $1.01M
35.3K $19.8M
GOOG
Alphabet Inc.

Communication Services
-3.2K
- 9.04%
$156.06 - $207.71 $499K - $664K
32.2K $5.03M
VTV
Vanguard Value ETF

ETFs
-16.5K
- 2.14%
$167.73 - $179.21 $2.76M - $2.95M
751K $128M
MSFT
Microsoft Corp

Technology
-1.31K
- 5.81%
$375.39 - $447.2 $493K - $587K
21.3K $7.99M
IVE
Ishares S&P 500 Value ETF

ETFs
-7.99K
- 84.65%
$185.78 - $198.58 $1.48M - $1.59M
1.45K $273K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.21K
- 6.98%
$507.05 - $563.67 $614K - $683K
16.1K $8.24M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.43K
- 48.19%
$360.07 - $417.26 $874K - $1.01M
2.61K $940K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-16.3K
- 30.66%
$74.85 - $84.89 $1.22M - $1.39M
36.9K $3.05M
CRM
Salesforce, Inc.

Technology
-537
- 6.9%
$268.36 - $359.95 $144K - $193K
7.25K $1.94M
IVV
Ishares Core S&P 500 ETF

ETFs
-786
- 11.09%
$554.06 - $615.85 $435K - $484K
6.3K $3.52M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-15.5K
- 13.9%
$42.5 - $46.71 $657K - $722K
95.8K $4.34M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-23.6K
- 8.93%
$25.77 - $27.6 $607K - $650K
240K $6.33M
GOOGL
Alphabet Inc.

Communication Services
-86
- 0.68%
$154.33 - $206.19 $13.3K - $17.7K
12.6K $1.95M
AVGO
Broadcom Inc.

Technology
-322
- 5.32%
$167.43 - $244.7 $53.9K - $78.8K
5.73K $958K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.11K
- 52.02%
$302.31 - $337.54 $334K - $373K
1.02K $310K
SEIC
Sei Investments CO

Financial Services
-1.19K
- 2.81%
$72.08 - $86.58 $85.6K - $103K
41.1K $3.19M
LMT
Lockheed Martin Corp

Industrials
-230
- 5.99%
$423.19 - $506.29 $97.3K - $116K
3.61K $1.61M
TJX
Tjx Companies Inc

Consumer Cyclical
-2.12K
- 20.18%
$112.81 - $126.16 $239K - $267K
8.38K $1.02M
MRK
Merck & Co., Inc.

Healthcare
-400
- 2.08%
$83.01 - $101.02 $33.2K - $40.4K
18.9K $1.69M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.22K
- 18.11%
$182.82 - $196.21 $224K - $240K
5.53K $1.03M
IEMG
Ishares Inc

ETFs
-4.09K
- 11.43%
N/A
31.7K $1.7M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-327
- 27.64%
$522.96 - $601.18 $171K - $197K
856 $456K
EEM
Ishares Msci Emerging Markets

ETFs
-5.64K
- 35.71%
$40.81 - $45.34 $230K - $256K
10.2K $444K
INTF
Ishares Tr

ETFs
-37.6K
- 9.31%
$28.43 - $31.96 $1.07M - $1.2M
366K $11.4M
IT
Gartner Inc

Technology
-164
- 9.06%
$418.25 - $548.38 $68.6K - $89.9K
1.65K $691K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-718
- 10.67%
$65.15 - $91.81 $46.8K - $65.9K
6.01K $392K
IWM
Ishares Russell 2000 ETF

ETFs
-453
- 11.13%
$198.1 - $229.79 $89.7K - $104K
3.62K $724K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-342
- 2.48%
$168.16 - $186.21 $57.5K - $63.7K
13.5K $2.28M
APH
Amphenol Corp

Technology
-1.71K
- 10.98%
$61.62 - $78.55 $106K - $135K
13.9K $911K
ORCL
Oracle Corp

Technology
-79
- 1.35%
$139.81 - $186.47 $11K - $14.7K
5.78K $807K
NOW
Service Now, Inc.

Technology
-51
- 12.26%
$783.83 - $1170.39 $40K - $59.7K
365 $290K
ADBE
Adobe Inc.

Technology
-159
- 11.06%
$377.84 - $464.11 $60.1K - $73.8K
1.28K $490K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.94K
- 19.88%
$23.16 - $27.04 $91.3K - $107K
15.9K $373K
V
Visa Inc.

Financial Services
-1.42K
- 13.58%
$306.92 - $362.71 $435K - $514K
9.01K $3.16M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-769
- 3.77%
$57.21 - $65.8 $44K - $50.6K
19.6K $1.14M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-120
- 2.53%
$168.84 - $202.89 $20.3K - $24.3K
4.63K $813K
MA
Mastercard Inc

Financial Services
-326
- 8.68%
$504.67 - $576.31 $165K - $188K
3.43K $1.88M
INTU
Intuit Inc

Technology
-113
- 5.87%
$555.63 - $630.23 $62.8K - $71.2K
1.81K $1.11M
IVW
Ishares S&P 500 Growth ETF

ETFs
-15
- 0.15%
$92.45 - $106.69 $1.39K - $1.6K
10.1K $931K
SPGI
S&P Global Inc.

Financial Services
-229
- 7.81%
$478.26 - $543.77 $110K - $125K
2.71K $1.37M
HD
Home Depot, Inc.

Consumer Cyclical
-26
- 0.86%
$347.25 - $424.87 $9.03K - $11K
2.99K $1.1M
FTNT
Fortinet, Inc.

Technology
-978
- 9.31%
$92.49 - $114.57 $90.5K - $112K
9.53K $917K
AXP
American Express CO

Financial Services
-61
- 2.96%
$255.39 - $325.87 $15.6K - $19.9K
2K $538K
CAT
Caterpillar Inc

Industrials
-32
- 1.67%
$326.75 - $407.63 $10.5K - $13K
1.89K $622K
WMT
Walmart Inc.

Consumer Defensive
-582
- 8.76%
$84.5 - $105.05 $49.2K - $61.1K
6.06K $531K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-27.7K
- 8.31%
$18.36 - $20.51 $509K - $568K
306K $6.1M
Activity Summary
Buys All Purchases 104 New Holdings 30 Increased Positions 74 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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