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
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4
+ 0.2%
$121.58 - $136.74 $486 - $547
2.05K $278K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
172
+ 6.92%
$107.83 - $119.94 $18.5K - $20.6K
2.66K $286K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
71
+ 3.47%
$110.23 - $131.5 $7.83K - $9.34K
2.12K $261K
ABC
Amerisourcebergen Corp

Healthcare
3
+ 0.33%
N/A
909 $168K
DVY
Ishares Tr

ETFs
10
+ 0.33%
$118.37 - $134.86 $1.18K - $1.35K
3.05K $404K
CCI
Crown Castle International Corp

Real Estate
70
+ 1.78%
$94.83 - $107.06 $6.64K - $7.49K
4.01K $411K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5
+ 0.13%
$91.43 - $91.74 $457 - $459
3.97K $364K
Wells Fargo CO New
299
New
N/A
299 $0
Vanguard Wellington Fd
4.78K
New
N/A
4.78K $0
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.02%
N/A
4.14K $753K
Pimco ETF Tr
6.19K
+ 64.46%
N/A
15.8K $0
Capital Grp Fixed Incm ETF T
14K
New
N/A
14K $0
Vanguard Instl Index Fd
2.87K
New
N/A
2.87K $0
CGMU
Capital Group Core Plus Income
28.5K
+ 75.24%
N/A
66.3K $0
OABI
Omniab Inc Com
1.2K
+ 7.46%
N/A
17.3K $0
Lam Research Corp
87
+ 2.55%
N/A
3.49K $0
Loar Holdings Inc
40.9K
New
N/A
40.9K $0
ACN
Accenture PLC

Technology
28
+ 3.15%
$279.23 - $323.21 $7.82K - $9.05K
917 $274K
ET
Energy Transfer LP

Energy
1K
+ 2.17%
$15.65 - $18.93 $15.7K - $18.9K
47K $852K
PRU
Prudential Financial Inc

Financial Services
101
+ 2.59%
$95.12 - $112.71 $9.61K - $11.4K
4.01K $430K
SAIA
Saia Inc

Industrials
153
+ 26.33%
$236.65 - $374.8 $36.2K - $57.3K
734 $201K
UPS
United Parcel Service Inc

Industrials
176
+ 5.2%
$91.92 - $110.2 $16.2K - $19.4K
3.56K $359K
ETR
Entergy Corp

Utilities
2
+ 0.03%
$79.01 - $86.61 $158 - $173
6.38K $530K
PPL
Ppl Corp

Utilities
28
+ 0.38%
$33.45 - $36.5 $937 - $1.02K
7.31K $247K
WEC
Wec Energy Group, Inc.

Utilities
18
+ 0.34%
$102.24 - $109.76 $1.84K - $1.98K
5.3K $552K
WSO
Watsco Inc

Industrials
46
+ 6.34%
$421.84 - $520.66 $19.4K - $24K
771 $340K
LNT
Alliant Energy Corp

Utilities
30
+ 0.37%
$58.79 - $64.85 $1.76K - $1.95K
8.11K $490K
KHC
Kraft Heinz CO

Consumer Defensive
307
+ 3.25%
$25.61 - $30.81 $7.86K - $9.46K
9.76K $251K
LYB
Lyondell Basell Industries N.V.

Basic Materials
6
+ 0.15%
$53.23 - $70.65 $319 - $424
3.91K $226K
PBA
Pembina Pipeline Corp

Energy
25
+ 0.09%
$35.16 - $40.88 $879 - $1.02K
27K $1.01M
XOM
Exxon Mobil Corp

Energy
398
+ 3.44%
$99.93 - $119.04 $39.8K - $47.4K
12K $1.29M
TMO
Thermo Fisher Scientific Inc.

Healthcare
355
+ 11.77%
$390.26 - $489.06 $139K - $174K
3.37K $1.37M
MRK
Merck & Co., Inc.

Healthcare
656
+ 3.48%
$73.47 - $87.12 $48.2K - $57.2K
19.5K $1.55M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
84
+ 1.32%
$483.48 - $539.8 $40.6K - $45.3K
6.43K $3.12M
UNH
Unitedhealth Group Inc

Healthcare
327
+ 19.02%
$274.35 - $599.47 $89.7K - $196K
2.05K $638K
AAPL
Apple Inc.

Technology
725
+ 1.3%
$172.42 - $223.89 $125K - $162K
56.6K $11.6M
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