Thrive Wealth Management, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $481 Million distributed in 211 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $115M, Vanguard Value ETF with a value of $113M, Spdr S&P 500 ETF Trust with a value of $19.4M, Ishares Tr with a value of $11.9M, and Vanguard Growth ETF with a value of $10.6M.

Examining the 13F form we can see an increase of $33.9M in the current position value, from $448M to 481M.

Below you can find more details about Thrive Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $481 Million
ETFs: $350 Million
Technology: $38.8 Million
Healthcare: $21 Million
Financial Services: $20.2 Million
Industrials: $11.8 Million
Communication Services: $10.7 Million
Consumer Cyclical: $9.03 Million
Consumer Defensive: $7.94 Million
Other: $12.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 211
  • Current Value $481 Million
  • Prior Value $448 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 25 stocks
  • Additional Purchases 113 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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