Thrive Wealth Management, LLC Purchases in Q1 2025

Thrive Wealth Management, LLC

  • $518 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
16.6K
+ 908.97%
$271.18 - $303.12 $4.51M - $5.04M
18.5K $5.05M
MARA
Marathon Digital Holdings, Inc.

Financial Services
30.2K
New
N/A
30.2K $682K
JNJ
Johnson & Johnson

Healthcare
1.15K
+ 4.97%
$142.06 - $167.7 $163K - $192K
24.2K $4.02M
VEA
Vanguard Ftse Developed Market

ETFs
9.7K
+ 26.98%
$47.4 - $52.99 $460K - $514K
45.7K $2.34M
OLED
Universal Display Corp Pa

Technology
2.81K
New
$139.48 - $161.59 $392K - $454K
2.81K $407K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.5K
New
$77.7 - $78.94 $350K - $355K
4.5K $355K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
13.9K
+ 130.13%
$25.58 - $29.24 $357K - $408K
24.7K $645K
ES
Eversource Energy

Utilities
5.26K
New
$55.63 - $63.8 $292K - $335K
5.26K $326K
DG
Dollar General Corp

Consumer Defensive
3.65K
New
$68.44 - $87.93 $250K - $321K
3.65K $320K
XLK
Technology Sector Spdr

ETFs
1.5K
New
$206.38 - $242.18 $310K - $364K
1.5K $309K
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.39K
New
$56.12 - $68.15 $246K - $299K
4.39K $297K
KHC
Kraft Heinz CO

Consumer Defensive
9.45K
New
$28.51 - $32.22 $269K - $304K
9.45K $287K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
2.49K
New
$88.0 - $115.5 $219K - $287K
2.49K $283K
NDSN
Nordson Corp

Industrials
1.4K
New
$200.12 - $224.07 $279K - $313K
1.4K $281K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
3.02K
New
$92.51 - $102.81 $280K - $311K
3.02K $279K
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.91K
New
$69.82 - $78.67 $273K - $307K
3.91K $274K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
2.04K
New
$110.55 - $130.35 $226K - $266K
2.04K $259K
VT
Vanguard Total World Stk Index

ETFs
2.16K
New
$115.08 - $123.97 $248K - $267K
2.16K $249K
ZTS
Zoetis Inc.

Healthcare
1.45K
+ 27.9%
$156.48 - $175.67 $227K - $255K
6.65K $1.09M
CHE
Chemed Corp

Healthcare
403
New
$521.84 - $615.32 $210K - $248K
403 $247K
CI
Cigna Corp

Healthcare
750
New
$274.49 - $329.0 $206K - $247K
750 $246K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.05K
New
$37.07 - $40.63 $224K - $246K
6.05K $238K
WFC
Wells Fargo & Company

Financial Services
3.08K
+ 41.33%
$66.78 - $81.42 $206K - $251K
10.5K $756K
INTC
Intel Corp

Technology
9.58K
New
$19.1 - $27.39 $183K - $262K
9.58K $217K
GE
General Electric CO

Industrials
1.08K
New
$168.59 - $212.13 $181K - $228K
1.08K $215K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
7.79K
New
$25.81 - $28.52 $201K - $222K
7.79K $214K
ELV
Elevance Health, Inc.

Healthcare
492
New
$365.9 - $436.25 $180K - $215K
492 $212K
FICO
Fair Isaac Corp

Technology
114
New
$1695.35 - $2030.47 $193K - $231K
114 $210K
EXC
Exelon Corp

Utilities
4.54K
New
$37.3 - $46.08 $169K - $209K
4.54K $209K
XLF
Financial Sector Spdr

ETFs
4.15K
New
$47.32 - $52.19 $196K - $217K
4.15K $204K
AFL
Aflac Inc

Financial Services
1.84K
New
$100.99 - $111.19 $185K - $204K
1.84K $204K
CVX
Chevron Corp

Energy
59
+ 0.7%
$146.71 - $167.97 $8.66K - $9.91K
8.52K $1.43M
CCI
Crown Castle International Corp

Real Estate
1.55K
+ 64.91%
$84.33 - $106.39 $131K - $165K
3.94K $410K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
322
+ 10.33%
$208.48 - $244.03 $67.1K - $78.6K
3.44K $839K
MCK
Mckesson Corp

Healthcare
22
+ 1.51%
$566.21 - $672.99 $12.5K - $14.8K
1.48K $997K
SCHX
Schwab Strategic Tr Us Large C

ETFs
17.1K
+ 9.4%
$21.75 - $24.28 $371K - $414K
199K $4.36M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
11K
New
$10.61 - $16.49 $116K - $181K
11K $136K
WRB
Berkley W R Corp

Financial Services
784
+ 14.76%
$56.7 - $71.27 $44.5K - $55.9K
6.1K $433K
HMOP
Hartford Fds Exchange Traded T

ETFs
3.11K
+ 13.67%
$38.25 - $39.12 $119K - $122K
25.9K $992K
MVIS
Microvision, Inc.

Technology
99K
New
N/A
99K $103K
ROL
Rollins Inc

Consumer Cyclical
873
+ 16.88%
$45.65 - $54.03 $39.9K - $47.2K
6.05K $326K
POOL
Pool Corp

Industrials
315
+ 46.26%
$314.92 - $364.31 $99.2K - $115K
996 $317K
UPS
United Parcel Service Inc

Industrials
1.06K
+ 45.32%
$109.66 - $136.26 $116K - $144K
3.39K $372K
PFE
Pfizer Inc

Healthcare
5.02K
+ 12.47%
$25.01 - $27.13 $126K - $136K
45.3K $1.15M
WSO
Watsco Inc

Industrials
107
+ 17.31%
$463.86 - $530.75 $49.6K - $56.8K
725 $368K
RTX
Raytheon Technologies Corp

Industrials
27
+ 0.66%
$114.1 - $135.66 $3.08K - $3.66K
4.14K $547K
COP
Conocophillips

Energy
490
+ 15.97%
$88.6 - $105.85 $43.4K - $51.9K
3.56K $373K
MDT
Medtronic PLC

Healthcare
110
+ 2.01%
$79.84 - $94.5 $8.78K - $10.4K
5.57K $500K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
3.91K
+ 4.29%
$25.12 - $26.05 $98.1K - $102K
95.1K $2.39M
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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