Thrive Wealth Management, LLC Purchases in Q3 2024

Thrive Wealth Management, LLC

  • $541 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
22.9K
+ 3.14%
$159.75 - $174.57 $3.65M - $3.99M
750K $131M
SCHG
Schwab Strategic Tr Us Large C

ETFs
16.3K
+ 1.29%
$92.63 - $105.69 $1.51M - $1.72M
1.28M $133M
INTF
Ishares Tr

ETFs
5.22K
+ 1.3%
$28.08 - $31.79 $146K - $166K
405K $12.7M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.05K
+ 1.25%
$73.43 - $80.37 $77.4K - $84.7K
85.1K $6.84M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.52K
+ 2.36%
$36.98 - $41.55 $130K - $146K
153K $6.27M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.02K
+ 1.88%
$41.9 - $48.26 $84.8K - $97.6K
110K $5.25M
IBB
Ishares Biotechnology ETF

ETFs
3.06K
New
$135.09 - $149.47 $413K - $457K
3.06K $445K
V
Visa Inc.

Financial Services
1.12K
+ 11.76%
$253.74 - $291.56 $284K - $327K
10.6K $2.93M
JNJ
Johnson & Johnson

Healthcare
189
+ 0.8%
$145.48 - $167.38 $27.5K - $31.6K
23.7K $3.85M
VB
Vanguard Small Cap ETF

ETFs
22
+ 0.11%
$214.77 - $237.72 $4.72K - $5.23K
20.1K $4.76M
KHC
Kraft Heinz CO

Consumer Defensive
10.1K
New
$31.86 - $36.13 $322K - $365K
10.1K $354K
POOL
Pool Corp

Industrials
911
New
$296.17 - $376.8 $270K - $343K
911 $343K
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.73K
+ 1.68%
$37.37 - $41.82 $64.5K - $72.1K
104K $4.32M
VEA
Vanguard Ftse Developed Market

ETFs
3.73K
+ 12.1%
$47.6 - $53.31 $177K - $199K
34.5K $1.82M
ETR
Entergy Corp

Utilities
1.76K
+ 74.68%
$104.75 - $131.61 $184K - $232K
4.12K $542K
ZWS
Zurn Water Solutions Corp

Industrials
7.47K
New
$28.61 - $35.94 $214K - $268K
7.47K $268K
IXUS
Ishares Tr

ETFs
3.47K
New
$64.9 - $73.35 $225K - $254K
3.47K $251K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
6.6K
+ 7.39%
$25.38 - $26.27 $168K - $173K
95.9K $2.52M
COST
Costco Wholesale Corp

Consumer Defensive
253
+ 48.75%
$801.83 - $917.05 $203K - $232K
772 $684K
CHH
Choice Hotels International Inc

Consumer Cyclical
1.86K
New
$117.06 - $133.72 $218K - $249K
1.86K $242K
AVGO
Broadcom Inc.

Technology
5.95K
+ 1077.36%
$136.27 - $1745.86 $810K - $10.4M
6.5K $1.12M
TMO
Thermo Fisher Scientific Inc.

Healthcare
44
+ 1.39%
$531.86 - $624.21 $23.4K - $27.5K
3.21K $1.99M
PNC
Pnc Financial Services Group, Inc.

Financial Services
480
+ 9.72%
$156.14 - $187.2 $74.9K - $89.9K
5.42K $1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
754
+ 5.57%
$105.53 - $118.34 $79.6K - $89.2K
14.3K $1.67M
BMY
Bristol Myers Squibb CO

Healthcare
4.4K
New
$39.66 - $51.75 $175K - $228K
4.4K $227K
AMT
American Tower Corp

Real Estate
107
+ 2.04%
$192.27 - $242.73 $20.6K - $26K
5.36K $1.25M
GE
General Electric CO

Industrials
1.14K
New
$156.66 - $189.66 $178K - $216K
1.14K $214K
SMG
Scotts Miracle Gro CO

Basic Materials
2.44K
New
$61.06 - $86.7 $149K - $212K
2.44K $211K
CEG
Constellation Energy Corp

Utilities
804
New
$167.08 - $262.86 $134K - $211K
804 $209K
ES
Eversource Energy

Utilities
3.04K
New
$56.52 - $68.38 $172K - $208K
3.04K $207K
SITE
Site One Landscape Supply, Inc.

Industrials
1.36K
New
$115.64 - $153.52 $158K - $209K
1.36K $205K
PLD
Prologis, Inc.

Real Estate
1.62K
New
$111.95 - $132.43 $181K - $215K
1.62K $204K
THO
Thor Industries Inc

Consumer Cyclical
1.83K
New
$91.4 - $109.97 $167K - $201K
1.83K $201K
SEIC
Sei Investments CO

Financial Services
17
+ 0.04%
$63.1 - $69.83 $1.07K - $1.19K
41.9K $2.9M
UNH
Unitedhealth Group Inc

Healthcare
78
+ 4.23%
$488.01 - $604.18 $38.1K - $47.1K
1.92K $1.12M
PYPL
Pay Pal Holdings, Inc.

Financial Services
470
+ 7.64%
$57.22 - $80.08 $26.9K - $37.6K
6.62K $516K
COLL
Collegium Pharmaceutical, Inc

Healthcare
88
+ 0.37%
$31.4 - $39.07 $2.76K - $3.44K
24.1K $929K
ZTS
Zoetis Inc.

Healthcare
89
+ 1.43%
$172.58 - $196.48 $15.4K - $17.5K
6.32K $1.23M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
827
+ 3.19%
$59.93 - $66.52 $49.6K - $55K
26.7K $1.78M
AXP
American Express CO

Financial Services
241
+ 13.19%
$225.92 - $271.17 $54.4K - $65.4K
2.07K $560K
SBUX
Starbucks Corp

Consumer Cyclical
615
+ 16.98%
$72.51 - $98.6 $44.6K - $60.6K
4.24K $412K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
275
+ 1.78%
$77.02 - $85.06 $21.2K - $23.4K
15.8K $1.33M
WEC
Wec Energy Group, Inc.

Utilities
165
+ 3.06%
$77.68 - $96.19 $12.8K - $15.9K
5.55K $534K
ZBRA
Zebra Technologies Corp

Technology
157
+ 18.49%
$306.21 - $371.02 $48.1K - $58.3K
1.01K $372K
IEMG
Ishares Inc

ETFs
1.86K
+ 5.36%
$53.64 - $53.64 $99.6K - $99.6K
36.5K $1.96M
DE
Deere & CO

Industrials
191
+ 35.57%
$344.84 - $418.0 $65.9K - $79.8K
728 $303K
CCI
Crown Castle International Corp

Real Estate
59
+ 1.41%
$95.29 - $120.24 $5.62K - $7.09K
4.25K $504K
VRSN
Verisign Inc

Technology
275
+ 8.62%
$174.18 - $190.64 $47.9K - $52.4K
3.47K $658K
LNT
Alliant Energy Corp

Utilities
37
+ 0.44%
$50.74 - $60.74 $1.88K - $2.25K
8.48K $514K
Activity Summary
Buys All Purchases 95 New Holdings 15 Increased Positions 80 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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