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
LPLA
Lpl Financial Holdings Inc.

Financial Services
168
+ 13.59%
$308.87 - $383.33 $51.9K - $64.4K
1.4K $459K
AZN
Astrazeneca PLC

Healthcare
301
+ 7.85%
$65.37 - $77.96 $19.7K - $23.5K
4.14K $303K
SBUX
Starbucks Corp

Consumer Cyclical
264
+ 6.84%
$91.75 - $115.81 $24.2K - $30.6K
4.13K $403K
DHR
Danaher Corp

Healthcare
945
+ 16.39%
$201.62 - $250.59 $191K - $237K
6.71K $1.38M
TDY
Teledyne Technologies Inc

Technology
55
+ 10.62%
$455.51 - $518.84 $25.1K - $28.5K
573 $285K
UNP
Union Pacific Corp

Industrials
30
+ 0.77%
$225.21 - $254.42 $6.76K - $7.63K
3.91K $922K
BMY
Bristol Myers Squibb CO

Healthcare
232
+ 4.11%
$53.9 - $63.11 $12.5K - $14.6K
5.88K $358K
NFLX
Netflix Inc

Communication Services
13
+ 2.14%
$828.4 - $1058.6 $10.8K - $13.8K
620 $578K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
333
+ 9.17%
$91.45 - $91.75 $30.5K - $30.6K
3.96K $363K
IBRX
Immunity Bio, Inc.

Healthcare
10.1K
New
$2.32 - $3.9 $23.4K - $39.3K
10.1K $31K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
615
+ 1.28%
$27.01 - $28.54 $16.6K - $17.6K
48.6K $1.34M
LII
Lennox International Inc

Industrials
117
+ 15.96%
$553.05 - $666.93 $64.7K - $78K
850 $476K
GD
General Dynamics Corp

Industrials
41
+ 2.09%
$241.94 - $272.58 $9.92K - $11.2K
2K $545K
ALLE
Allegion PLC

Industrials
205
+ 12.44%
$123.79 - $135.5 $25.4K - $27.8K
1.85K $241K
IBKR
Interactive Brokers Group, Inc.

Financial Services
305
+ 13.72%
$161.03 - $235.53 $49.1K - $71.8K
2.53K $418K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
167
+ 8.35%
$96.27 - $116.36 $16.1K - $19.4K
2.17K $245K
QCOM
Qualcomm Inc

Technology
155
+ 6.13%
$151.94 - $175.86 $23.6K - $27.3K
2.69K $412K
JKHY
Henry Jack & Associates Inc

Technology
48
+ 3.07%
$166.47 - $191.28 $7.99K - $9.18K
1.61K $293K
CHH
Choice Hotels International Inc

Consumer Cyclical
259
+ 15.11%
$127.89 - $155.97 $33.1K - $40.4K
1.97K $261K
EFX
Equifax Inc

Industrials
121
+ 10.2%
$235.63 - $278.34 $28.5K - $33.7K
1.31K $318K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
125
+ 1.6%
$126.11 - $135.06 $15.8K - $16.9K
7.96K $1.01M
RBLX
Roblox Corp

Communication Services
95
+ 1.29%
$53.77 - $75.47 $5.11K - $7.17K
7.45K $434K
HRB
H&R Block Inc

Consumer Cyclical
5
+ 0.12%
$49.96 - $55.97 $250 - $280
4.05K $222K
DVY
Ishares Tr

ETFs
9
+ 0.3%
$128.58 - $138.1 $1.16K - $1.24K
3.04K $403K
EDIT
Editas Medicine, Inc.

Healthcare
5K
+ 17.54%
$1.14 - $3.2 $5.7K - $16K
33.5K $41K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
206
+ 3.07%
$78.0 - $84.37 $16.1K - $17.4K
6.91K $546K
MUB
Ishares National Muni Bond ETF

ETFs
419
+ 1.39%
$104.71 - $107.69 $43.9K - $45.1K
30.5K $3.21M
BSY
Bentley Systems Inc

Technology
1.29K
+ 19.81%
$39.34 - $47.7 $50.6K - $61.4K
7.79K $306K
PEP
Pepsico Inc

Consumer Defensive
61
+ 2.07%
$142.64 - $156.42 $8.7K - $9.54K
3.01K $451K
VBR
Vanguard Small Cap Value ETF

ETFs
125
+ 6.9%
$183.02 - $207.75 $22.9K - $26K
1.94K $359K
Lam Research Corp
529
+ 18.38%
N/A
3.41K $0
CMCSA
Comcast Corp

Communication Services
286
+ 1.87%
$33.19 - $38.23 $9.49K - $10.9K
15.6K $573K
CGMU
Capital Group Core Plus Income
1.3K
+ 3.57%
N/A
37.9K $0
Gsk PLC
1.89K
+ 26.09%
N/A
9.14K $0
Pimco ETF Tr
9.61K
New
N/A
9.61K $0
Cooper Cos Inc
373
+ 11.35%
N/A
3.66K $0
ZWS
Zurn Water Solutions Corp

Industrials
928
+ 12.74%
$32.38 - $39.44 $30K - $36.6K
8.21K $270K
VO
Vanguard Mid Cap ETF

ETFs
6
+ 0.66%
$251.87 - $277.95 $1.51K - $1.67K
914 $235K
ETN
Eaton Corp PLC

Industrials
151
+ 20.13%
$271.83 - $371.23 $41K - $56.1K
901 $244K
GS
Goldman Sachs Group Inc

Financial Services
23
+ 3.66%
$524.81 - $672.19 $12.1K - $15.5K
652 $356K
AMAT
Applied Materials Inc

Technology
160
+ 9.64%
$145.06 - $195.51 $23.2K - $31.3K
1.82K $263K
CMI
Cummins Inc

Industrials
118
+ 7.73%
$312.92 - $386.07 $36.9K - $45.6K
1.65K $515K
QQQ
Invesco Qqq Trust, Series 1

ETFs
65
+ 5.42%
$468.34 - $539.52 $30.4K - $35.1K
1.27K $593K
SAIA
Saia Inc

Industrials
76
+ 15.05%
$349.29 - $508.47 $26.5K - $38.6K
581 $208K
META
Meta Platforms, Inc.

Communication Services
19
+ 0.68%
$576.36 - $736.67 $11K - $14K
2.82K $1.63M
ITOT
Ishares Core S&P Total U.S. St

ETFs
37
+ 0.8%
$120.29 - $134.6 $4.45K - $4.98K
4.67K $567K
TMO
Thermo Fisher Scientific Inc.

Healthcare
54
+ 1.82%
$497.6 - $606.74 $26.9K - $32.8K
3.02K $1.5M
ZBRA
Zebra Technologies Corp

Technology
63
+ 6.36%
$271.72 - $421.11 $17.1K - $26.5K
1.05K $297K
VB
Vanguard Small Cap ETF

ETFs
1.1K
+ 5.53%
$217.89 - $252.64 $240K - $278K
21K $4.66M
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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