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
GIS
General Mills Inc

Consumer Defensive
177
+ 2.79%
$62.5 - $75.15 $11.1K - $13.3K
6.53K $481K
VZ
Verizon Communications Inc

Communication Services
5
+ 0.02%
$38.89 - $45.0 $194 - $225
20.7K $930K
MDT
Medtronic PLC

Healthcare
22
+ 0.37%
$76.84 - $91.03 $1.69K - $2K
6.02K $541K
VTI
Vanguard Total Stock Market Et

ETFs
135
+ 8.39%
$255.18 - $283.2 $34.4K - $38.2K
1.75K $494K
MUB
Ishares National Muni Bond ETF

ETFs
26
+ 0.09%
$106.13 - $108.7 $2.76K - $2.83K
29K $3.15M
ALLE
Allegion PLC

Industrials
88
+ 5.01%
$114.67 - $145.7 $10.1K - $12.8K
1.84K $268K
NDSN
Nordson Corp

Industrials
54
+ 3.94%
$225.0 - $262.63 $12.2K - $14.2K
1.42K $373K
MDLZ
Mondelez International, Inc.

Consumer Defensive
235
+ 5.36%
$64.35 - $75.71 $15.1K - $17.8K
4.62K $340K
ABT
Abbott Laboratories

Healthcare
136
+ 3.76%
$100.07 - $118.13 $13.6K - $16.1K
3.75K $427K
UPS
United Parcel Service Inc

Industrials
374
+ 12.66%
$123.32 - $147.38 $46.1K - $55.1K
3.33K $453K
BAC
Bank Of America Corp

Financial Services
1.23K
+ 10.6%
$36.65 - $44.13 $45.1K - $54.3K
12.8K $509K
DVY
Ishares Tr

ETFs
34
+ 1.15%
$119.99 - $135.74 $4.08K - $4.62K
3K $404K
PPL
Ppl Corp

Utilities
38
+ 0.52%
$27.36 - $33.08 $1.04K - $1.26K
7.28K $240K
PRU
Prudential Financial Inc

Financial Services
165
+ 4.06%
$105.53 - $127.32 $17.4K - $21K
4.23K $512K
AMGN
Amgen Inc

Healthcare
21
+ 0.74%
$309.38 - $337.38 $6.5K - $7.08K
2.88K $926K
ITOT
Ishares Core S&P Total U.S. St

ETFs
21
+ 0.46%
$113.41 - $125.62 $2.38K - $2.64K
4.61K $578K
EEM
Ishares Msci Emerging Markets

ETFs
22
+ 0.22%
$40.42 - $46.7 $889 - $1.03K
10.1K $462K
SCHA
Schwab Strategic Tr Us Small C

ETFs
20
+ 0.27%
$46.9 - $51.96 $938 - $1.04K
7.49K $385K
TDY
Teledyne Technologies Inc

Technology
10
+ 1.89%
$381.47 - $437.71 $3.81K - $4.38K
538 $235K
LYB
Lyondell Basell Industries N.V.

Basic Materials
303
+ 7.52%
$92.56 - $99.46 $28K - $30.1K
4.33K $415K
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.01%
$84.77 - $97.13 $84.8 - $97.1
8.79K $842K
GS
Goldman Sachs Group Inc

Financial Services
3
+ 0.48%
$459.02 - $510.25 $1.38K - $1.53K
622 $307K
HON
Honeywell International Inc

Industrials
179
+ 8.79%
$196.73 - $220.21 $35.2K - $39.4K
2.22K $457K
WRB
Berkley W R Corp

Financial Services
1.81K
+ 49.07%
$51.54 - $79.62 $93.3K - $144K
5.5K $312K
VO
Vanguard Mid Cap ETF

ETFs
5
+ 0.56%
$237.84 - $263.83 $1.19K - $1.32K
905 $238K
IWR
Ishares Russell Mid Cap ETF

ETFs
2
+ 0.08%
$79.92 - $88.19 $160 - $176
2.64K $232K
VV
Vanguard Large Cap ETF

ETFs
13
+ 1.28%
$236.92 - $263.4 $3.08K - $3.42K
1.03K $270K
DIS
Walt Disney CO

Communication Services
276
+ 7.19%
$85.6 - $98.61 $23.6K - $27.2K
4.12K $395K
BSY
Bentley Systems Inc

Technology
4
+ 0.05%
$44.79 - $51.95 $179 - $208
7.96K $404K
BITO
Proshares Tr Bitcoin Strategy

ETFs
2.33K
+ 22.59%
$16.19 - $23.88 $37.6K - $55.5K
12.6K $242K
AZN
Astrazeneca PLC

Healthcare
22
+ 0.56%
$76.67 - $87.62 $1.69K - $1.93K
3.98K $310K
CGMU
Capital Group Core Plus Income
15.7K
+ 49.47%
N/A
47.3K $0
PSJ
Invesco Exchange Traded Fd Tr

ETFs
943
+ 21.78%
N/A
5.27K $0
Gsk PLC
124
+ 1.07%
N/A
11.7K $0
Linde PLC
1
+ 0.04%
N/A
2.48K $0
EMR
Emerson Electric CO

Industrials
9
+ 0.39%
$98.19 - $118.87 $884 - $1.07K
2.33K $254K
QCOM
Qualcomm Inc

Technology
385
+ 16.5%
$156.12 - $209.64 $60.1K - $80.7K
2.72K $462K
CRL
Charles River Laboratories International, Inc.

Healthcare
38
+ 3.45%
$187.96 - $245.29 $7.14K - $9.32K
1.14K $224K
PSEC
Prospect Capital Corp

Financial Services
155
+ 0.3%
$4.75 - $5.6 $736 - $868
52.4K $281K
COP
Conocophillips

Energy
69
+ 1.76%
$102.3 - $116.61 $7.06K - $8.05K
3.98K $418K
SCHW
Schwab Charles Corp

Financial Services
17
+ 0.46%
$61.74 - $76.08 $1.05K - $1.29K
3.75K $242K
CVX
Chevron Corp

Energy
174
+ 1.92%
$137.88 - $161.97 $24K - $28.2K
9.22K $1.36M
DG
Dollar General Corp

Consumer Defensive
620
+ 17.47%
$80.41 - $132.42 $49.9K - $82.1K
4.17K $352K
AMZN
Amazon Com Inc

Consumer Cyclical
40
+ 0.2%
$161.02 - $200.0 $6.44K - $8K
20K $3.73M
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
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