Thrive Wealth Management, LLC Incresed Positions in Q1 2025

Thrive Wealth Management, LLC

  • $518 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSY
Bentley Systems Inc

Technology
1.29K
+ 19.81%
$39.34 - $47.7 $50.6K - $61.4K
7.79K $306K
VBR
Vanguard Small Cap Value ETF

ETFs
125
+ 6.9%
$183.02 - $207.75 $22.9K - $26K
1.94K $359K
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
Cooper Cos Inc
373
+ 11.35%
N/A
3.66K $0
CMCSA
Comcast Corp

Communication Services
286
+ 1.87%
$33.19 - $38.23 $9.49K - $10.9K
15.6K $573K
Lam Research Corp
529
+ 18.38%
N/A
3.41K $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
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
IJR
Ishares Core S&P Sm Cap ETF

ETFs
145
+ 1.1%
$102.49 - $119.96 $14.9K - $17.4K
13.3K $1.39M
TSLA
Tesla, Inc.

Consumer Cyclical
482
+ 10.56%
$222.15 - $428.22 $107K - $206K
5.05K $1.31M
AMZN
Amazon Com Inc

Consumer Cyclical
98
+ 0.5%
$190.26 - $242.06 $18.6K - $23.7K
19.8K $3.77M
NVDA
Nvidia Corp

Technology
1.48K
+ 4.2%
$106.98 - $149.43 $159K - $221K
36.8K $3.99M
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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