Thrive Wealth Management, LLC Incresed Positions in Q2 2025

Thrive Wealth Management, LLC

  • $609 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TDY
Teledyne Technologies Inc

Technology
121
+ 21.12%
$435.54 - $512.31 $52.7K - $62K
694 $355K
RTX
Raytheon Technologies Corp

Industrials
81
+ 1.96%
$113.75 - $148.48 $9.21K - $12K
4.22K $615K
LMT
Lockheed Martin Corp

Industrials
19
+ 0.53%
$430.82 - $486.45 $8.19K - $9.24K
3.63K $1.68M
GE
General Electric CO

Industrials
12
+ 1.12%
$166.81 - $257.39 $2K - $3.09K
1.09K $279K
IBKR
Interactive Brokers Group, Inc.

Financial Services
6.16K
+ 243.79%
$50.53 - $212.53 $311K - $1.31M
8.69K $481K
VT
Vanguard Total World Stk Index

ETFs
240
+ 11.13%
$103.16 - $128.52 $24.8K - $30.8K
2.4K $307K
IWM
Ishares Russell 2000 ETF

ETFs
2
+ 0.06%
$174.82 - $215.79 $350 - $432
3.62K $780K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
47
+ 0.59%
$114.78 - $133.31 $5.39K - $6.27K
8K $1.07M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
686
+ 8.81%
$24.38 - $30.18 $16.7K - $20.7K
8.47K $255K
SCHW
Schwab Charles Corp

Financial Services
39
+ 1.37%
$69.06 - $91.24 $2.69K - $3.56K
2.88K $262K
IXUS
Ishares Tr

ETFs
152
+ 4.14%
$62.37 - $77.63 $9.48K - $11.8K
3.82K $295K
ZWS
Zurn Water Solutions Corp

Industrials
177
+ 2.16%
$28.5 - $37.54 $5.04K - $6.64K
8.39K $306K
WRB
Berkley W R Corp

Financial Services
294
+ 4.82%
$64.28 - $75.17 $18.9K - $22.1K
6.39K $469K
T
At&T Inc.

Communication Services
260
+ 0.73%
$26.33 - $28.94 $6.85K - $7.52K
35.9K $1.04M
ROL
Rollins Inc

Consumer Cyclical
255
+ 4.22%
$50.65 - $58.58 $12.9K - $14.9K
6.3K $355K
DE
Deere & CO

Industrials
5
+ 0.72%
$412.99 - $531.48 $2.06K - $2.66K
698 $354K
SO
Southern CO

Utilities
322
+ 5.25%
$84.91 - $92.56 $27.3K - $29.8K
6.46K $592K
OLED
Universal Display Corp Pa

Technology
4
+ 0.14%
$106.6 - $161.02 $426 - $644
2.81K $434K
IEFA
Ishares Tr

ETFs
28
+ 0.85%
$67.83 - $84.09 $1.9K - $2.35K
3.32K $277K
AMGN
Amgen Inc

Healthcare
420
+ 14.73%
$262.28 - $309.85 $110K - $130K
3.27K $913K
MDLZ
Mondelez International, Inc.

Consumer Defensive
398
+ 9.07%
$63.54 - $68.5 $25.3K - $27.3K
4.79K $322K
HD
Home Depot, Inc.

Consumer Cyclical
66
+ 2.2%
$335.24 - $380.78 $22.1K - $25.1K
3.06K $1.12M
VBR
Vanguard Small Cap Value ETF

ETFs
29
+ 1.5%
$162.76 - $195.77 $4.72K - $5.68K
1.97K $383K
ABT
Abbott Laboratories

Healthcare
61
+ 1.68%
$123.95 - $138.08 $7.56K - $8.42K
3.7K $503K
VO
Vanguard Mid Cap ETF

ETFs
2
+ 0.22%
$228.54 - $279.83 $457 - $560
916 $256K
ES
Eversource Energy

Utilities
189
+ 3.6%
$54.25 - $65.89 $10.3K - $12.5K
5.45K $346K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
225
+ 5.0%
$77.94 - $79.5 $17.5K - $17.9K
4.73K $375K
NDSN
Nordson Corp

Industrials
5
+ 0.36%
$167.51 - $223.5 $838 - $1.12K
1.4K $300K
FICO
Fair Isaac Corp

Technology
10
+ 8.77%
$1503.62 - $2206.01 $15K - $22.1K
124 $226K
SBUX
Starbucks Corp

Consumer Cyclical
414
+ 10.04%
$79.69 - $99.41 $33K - $41.2K
4.54K $415K
IBRX
Immunity Bio, Inc.

Healthcare
4.96K
+ 49.26%
$1.89 - $3.44 $9.38K - $17.1K
15K $39K
INTC
Intel Corp

Technology
388
+ 4.05%
$18.13 - $22.69 $7.03K - $8.8K
9.97K $223K
JKHY
Henry Jack & Associates Inc

Technology
45
+ 2.8%
$163.54 - $186.02 $7.36K - $8.37K
1.65K $298K
CI
Cigna Corp

Healthcare
11
+ 1.47%
$301.89 - $340.04 $3.32K - $3.74K
761 $251K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.08%
$276.76 - $326.81 $277 - $327
1.24K $383K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
172
+ 6.92%
$107.83 - $119.94 $18.5K - $20.6K
2.66K $286K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4
+ 0.2%
$121.58 - $136.74 $486 - $547
2.05K $278K
TRV
Travelers Companies, Inc.

Financial Services
2
+ 0.25%
$233.83 - $276.34 $468 - $553
797 $213K
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
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
DVY
Ishares Tr

ETFs
10
+ 0.33%
$118.37 - $134.86 $1.18K - $1.35K
3.05K $404K
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.02%
N/A
4.14K $753K
Lam Research Corp
87
+ 2.55%
N/A
3.49K $0
OABI
Omniab Inc Com
1.2K
+ 7.46%
N/A
17.3K $0
Pimco ETF Tr
6.19K
+ 64.46%
N/A
15.8K $0
HRB
H&R Block Inc

Consumer Cyclical
9
+ 0.22%
$54.32 - $63.04 $489 - $567
4.05K $222K
CGMU
Capital Group Core Plus Income
28.5K
+ 75.24%
N/A
66.3K $0
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
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