Thrive Wealth Management, LLC Purchases in Q4 2024

Thrive Wealth Management, LLC

  • $552 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.85M
+ 300.43%
$25.93 - $105.3 $99.8M - $405M
5.13M $143M
AAPL
Apple Inc.

Technology
8.57K
+ 17.52%
$221.69 - $259.02 $1.9M - $2.22M
57.4K $14.4M
GOOG
Alphabet Inc.

Communication Services
12.7K
+ 55.64%
$163.08 - $198.16 $2.06M - $2.51M
35.4K $6.74M
IVE
Ishares S&P 500 Value ETF

ETFs
9.43K
New
$189.5 - $206.17 $1.79M - $1.95M
9.43K $1.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.5K
+ 98.42%
$370.24 - $418.94 $925K - $1.05M
5.04K $2.02M
EFA
Ishares Tr Msci Eafe ETF

ETFs
17.6K
+ 49.52%
$75.1 - $82.99 $1.32M - $1.46M
53.3K $4.03M
VUG
Vanguard Growth ETF

ETFs
284
+ 0.91%
$378.79 - $428.11 $108K - $122K
31.4K $12.9M
IVV
Ishares Core S&P 500 ETF

ETFs
1.47K
+ 26.13%
$570.51 - $610.59 $838K - $896K
7.09K $4.17M
SPY
Spdr S&P 500 ETF Trust

ETFs
432
+ 1.18%
$567.81 - $607.81 $245K - $263K
37K $21.7M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.18K
New
$563.99 - $620.12 $667K - $734K
1.18K $673K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.64K
New
$96.64 - $101.23 $642K - $673K
6.64K $643K
SEIC
Sei Investments CO

Financial Services
362
+ 0.86%
$69.36 - $86.58 $25.1K - $31.3K
42.3K $3.49M
GOOGL
Alphabet Inc.

Communication Services
298
+ 2.4%
$161.86 - $196.66 $48.2K - $58.6K
12.7K $2.4M
PLTR
Palantir Technologies Inc.

Technology
4.51K
New
$36.46 - $82.38 $164K - $372K
4.51K $341K
HMOP
Hartford Fds Exchange Traded T

ETFs
8.48K
+ 59.41%
$38.56 - $39.45 $327K - $334K
22.7K $879K
MAIN
Main Street Capital Corp

Financial Services
5.35K
New
$49.95 - $58.58 $267K - $313K
5.35K $313K
IWB
Ishares Tr Russell 1000 ETF

ETFs
920
+ 76.41%
$311.11 - $335.64 $286K - $309K
2.12K $684K
VONE
Vanguard Russell 1000 ETF

ETFs
93
+ 0.28%
$257.18 - $277.76 $23.9K - $25.8K
33.3K $8.87M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.3K
New
$47.29 - $84.74 $156K - $279K
3.3K $245K
PG
Procter & Gamble CO

Consumer Defensive
1.93K
+ 12.8%
$161.05 - $179.7 $311K - $347K
17K $2.85M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
2K
New
$87.56 - $119.8 $175K - $240K
2K $219K
HYMU
Blackrock ETF Tr Ii High Yield
9.41K
New
$22.59 - $23.2 $213K - $218K
9.41K $213K
TRV
Travelers Companies, Inc.

Financial Services
850
New
$225.97 - $266.66 $192K - $227K
850 $204K
EEM
Ishares Msci Emerging Markets

ETFs
5.71K
+ 56.61%
$41.82 - $47.36 $239K - $271K
15.8K $660K
IWM
Ishares Russell 2000 ETF

ETFs
842
+ 26.09%
$216.13 - $242.4 $182K - $204K
4.07K $899K
FTNT
Fortinet, Inc.

Technology
62
+ 0.59%
$76.49 - $99.21 $4.74K - $6.15K
10.5K $992K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.29K
+ 14.65%
$94.43 - $105.47 $122K - $136K
10.1K $1.02M
SCHX
Schwab Strategic Tr Us Large C

ETFs
122K
+ 205.74%
$22.4 - $68.28 $2.73M - $8.34M
181K $4.21M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.06K
+ 18.67%
$183.23 - $199.79 $195K - $212K
6.76K $1.25M
ET
Energy Transfer LP

Energy
6
+ 0.01%
$16.05 - $19.86 $96.3 - $119
46K $901K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
57.4K
+ 214.72%
$22.01 - $66.82 $1.26M - $3.84M
84.1K $1.91M
SCHA
Schwab Strategic Tr Us Small C

ETFs
12.3K
+ 164.72%
$25.33 - $51.16 $313K - $631K
19.8K $512K
QUAL
Ishares Msci Usa Quality Facto

ETFs
772
+ 5.92%
$176.42 - $186.91 $136K - $144K
13.8K $2.46M
BMY
Bristol Myers Squibb CO

Healthcare
1.24K
+ 28.25%
$51.92 - $59.94 $64.5K - $74.5K
5.64K $319K
NOW
Service Now, Inc.

Technology
18
+ 4.52%
$867.18 - $1148.42 $15.6K - $20.7K
416 $441K
ORCL
Oracle Corp

Technology
577
+ 10.93%
$165.41 - $192.43 $95.4K - $111K
5.86K $975K
ETR
Entergy Corp

Utilities
3.84K
+ 93.13%
$73.19 - $156.4 $281K - $600K
7.96K $603K
PYPL
Pay Pal Holdings, Inc.

Financial Services
109
+ 1.65%
$77.25 - $91.3 $8.42K - $9.95K
6.73K $574K
GS
Goldman Sachs Group Inc

Financial Services
7
+ 1.13%
$486.1 - $608.57 $3.4K - $4.26K
629 $360K
MUB
Ishares National Muni Bond ETF

ETFs
1.05K
+ 3.62%
$105.78 - $108.7 $111K - $114K
30.1K $3.2M
CRBU
Caribou Biosciences, Inc.

Healthcare
32K
New
$1.59 - $2.79 $50.9K - $89.3K
32K $50K
HON
Honeywell International Inc

Industrials
13
+ 0.59%
$202.84 - $236.0 $2.64K - $3.07K
2.23K $503K
ADP
Automatic Data Processing Inc

Industrials
82
+ 7.02%
$280.08 - $307.97 $23K - $25.3K
1.25K $365K
SCHV
Schwab Strategic Tr Us Large C

ETFs
179K
+ 210.03%
$25.79 - $80.4 $4.61M - $14.4M
264K $6.88M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.61K
+ 245.69%
$27.54 - $83.04 $210K - $632K
10.7K $296K
EMR
Emerson Electric CO

Industrials
31
+ 1.33%
$108.13 - $134.33 $3.35K - $4.16K
2.36K $292K
SCHW
Schwab Charles Corp

Financial Services
39
+ 1.04%
$63.31 - $82.85 $2.47K - $3.23K
3.79K $280K
VTI
Vanguard Total Stock Market Et

ETFs
84
+ 4.81%
$280.04 - $302.45 $23.5K - $25.4K
1.83K $530K
EDIT
Editas Medicine, Inc.

Healthcare
28.5K
New
$1.2 - $3.76 $34.2K - $107K
28.5K $36K
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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