Thrive Wealth Management, LLC Purchases in Q2 2025

Thrive Wealth Management, LLC

  • $609 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
289K
+ 6.05%
$22.27 - $29.21 $6.45M - $8.45M
5.08M $148M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
20.5K
+ 2398.95%
$468.22 - $566.51 $9.61M - $11.6M
21.4K $12.1M
VTV
Vanguard Value ETF

ETFs
23.4K
+ 3.11%
$153.67 - $176.74 $3.59M - $4.13M
774K $137M
MUB
Ishares National Muni Bond ETF

ETFs
73.2K
+ 240.19%
$102.31 - $105.8 $7.49M - $7.74M
104K $10.8M
VB
Vanguard Small Cap ETF

ETFs
11.6K
+ 55.22%
$193.73 - $237.37 $2.25M - $2.76M
32.7K $7.74M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
30.5K
New
$96.84 - $99.46 $2.95M - $3.03M
30.5K $3.02M
VUG
Vanguard Growth ETF

ETFs
1.73K
+ 5.94%
$329.49 - $438.4 $570K - $758K
30.9K $13.5M
MSFT
Microsoft Corp

Technology
69
+ 0.32%
$354.56 - $497.45 $24.5K - $34.3K
21.3K $10.6M
NVDA
Nvidia Corp

Technology
4.38K
+ 11.9%
$94.31 - $157.99 $413K - $692K
41.2K $6.5M
SCHV
Schwab Strategic Tr Us Large C

ETFs
44.5K
+ 18.52%
$23.55 - $27.67 $1.05M - $1.23M
285K $7.88M
GOOG
Alphabet Inc.

Communication Services
1.97K
+ 6.13%
$146.58 - $180.01 $289K - $355K
34.2K $6.06M
VONE
Vanguard Russell 1000 ETF

ETFs
645
+ 2.07%
$225.48 - $280.86 $145K - $181K
31.7K $8.87M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.3K
+ 10.77%
$39.89 - $49.46 $411K - $510K
106K $5.25M
BSX
Boston Scientific Corp

Healthcare
7.32K
New
$89.7 - $107.41 $657K - $787K
7.32K $786K
HMOP
Hartford Fds Exchange Traded T

ETFs
20.4K
+ 78.81%
$37.54 - $38.74 $765K - $789K
46.2K $1.77M
AMZN
Amazon Com Inc

Consumer Cyclical
731
+ 3.69%
$167.32 - $223.3 $122K - $163K
20.5K $4.5M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
18K
+ 17.41%
$19.1 - $23.83 $344K - $429K
121K $2.89M
VTI
Vanguard Total Stock Market Et

ETFs
22
+ 0.12%
$243.75 - $303.93 $5.36K - $6.69K
18.5K $5.62M
META
Meta Platforms, Inc.

Communication Services
114
+ 4.04%
$484.66 - $738.09 $55.3K - $84.1K
2.94K $2.17M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.11K
+ 0.56%
$19.6 - $24.44 $21.7K - $27.1K
200K $4.88M
IVV
Ishares Core S&P 500 ETF

ETFs
8
+ 0.13%
$498.8 - $620.9 $3.99K - $4.97K
6.31K $3.92M
NFLX
Netflix Inc

Communication Services
107
+ 17.26%
$855.86 - $1339.13 $91.6K - $143K
727 $973K
BOND
Pimco Active Bond Exchange Tra

ETFs
4.03K
New
$89.87 - $92.93 $362K - $374K
4.03K $371K
RBLX
Roblox Corp

Communication Services
34
+ 0.46%
$51.22 - $105.59 $1.74K - $3.59K
7.49K $787K
EFA
Ishares Tr Msci Eafe ETF

ETFs
628
+ 1.7%
$72.96 - $90.39 $45.8K - $56.8K
37.6K $3.36M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.75K
+ 13.11%
$90.56 - $109.49 $158K - $191K
15.1K $1.65M
CEG
Constellation Energy Corp

Utilities
807
New
$170.96 - $322.76 $138K - $260K
807 $260K
PLTR
Palantir Technologies Inc.

Technology
376
+ 9.57%
$74.01 - $144.25 $27.8K - $54.2K
4.31K $586K
WFC
Wells Fargo & Company

Financial Services
1.95K
+ 18.51%
$60.98 - $80.12 $119K - $156K
12.5K $1M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
11.2K
+ 11.82%
$24.14 - $25.43 $271K - $286K
106K $2.63M
QUAL
Ishares Msci Usa Quality Facto

ETFs
325
+ 2.41%
$152.42 - $182.82 $49.5K - $59.4K
13.8K $2.52M
EFX
Equifax Inc

Industrials
822
+ 62.89%
$205.5 - $280.54 $169K - $231K
2.13K $552K
HYMU
Blackrock ETF Tr Ii High Yield
10.1K
New
N/A
10.1K $232K
GLD
Spdr Gold Trust

ETFs
738
New
$273.71 - $316.29 $202K - $233K
738 $224K
EPD
Enterprise Products Partners L.P.

Energy
7.2K
New
$28.95 - $34.22 $208K - $246K
7.2K $223K
MO
Altria Group, Inc.

Consumer Defensive
3.78K
New
$55.56 - $60.91 $210K - $230K
3.78K $221K
MCO
Moodys Corp

Financial Services
437
New
$396.7 - $501.59 $173K - $219K
437 $219K
C
Citigroup Inc

Financial Services
1.05K
+ 11.42%
$58.13 - $85.12 $60.8K - $89K
10.2K $868K
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
2.22K
New
$79.01 - $97.45 $175K - $216K
2.22K $215K
UBER
Uber Technologies, Inc

Technology
2.28K
New
$64.62 - $93.3 $147K - $213K
2.28K $212K
IEMG
Ishares Inc

ETFs
3.96K
+ 12.5%
N/A
35.6K $1.91M
VIRT
Virtu Financial, Inc.

Financial Services
4.72K
New
$32.82 - $44.79 $155K - $211K
4.72K $211K
IWF
Ishares Russell 1000 Gr ETF

ETFs
110
+ 4.22%
$320.42 - $424.58 $35.2K - $46.7K
2.72K $1.15M
BK
Bank Of New York Mellon Corp

Financial Services
2.24K
New
$73.31 - $91.62 $164K - $205K
2.24K $203K
QQQ
Invesco Qqq Trust, Series 1

ETFs
154
+ 12.17%
$416.06 - $551.64 $64.1K - $85K
1.42K $782K
NOW
Service Now, Inc.

Technology
68
+ 18.63%
$721.65 - $1040.18 $49.1K - $70.7K
433 $445K
DIS
Walt Disney CO

Communication Services
292
+ 7.4%
$81.72 - $124.01 $23.9K - $36.2K
4.24K $525K
BSY
Bentley Systems Inc

Technology
316
+ 4.06%
$38.62 - $53.97 $12.2K - $17.1K
8.1K $437K
ITOT
Ishares Core S&P Total U.S. St

ETFs
420
+ 8.99%
$108.12 - $135.04 $45.4K - $56.7K
5.09K $687K
Activity Summary
Buys All Purchases 137 New Holdings 18 Increased Positions 119 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Thrive Wealth Management, LLC Portfolio

Follow Thrive Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Thrive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Thrive Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email