Thrive Wealth Management, LLC Incresed Positions in Q3 2024

Thrive Wealth Management, LLC

  • $541 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
TDY
Teledyne Technologies Inc

Technology
10
+ 1.89%
$381.47 - $437.71 $3.81K - $4.38K
538 $235K
SCHA
Schwab Strategic Tr Us Small C

ETFs
20
+ 0.27%
$46.9 - $51.96 $938 - $1.04K
7.49K $385K
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
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
Gsk PLC
124
+ 1.07%
N/A
11.7K $0
Linde PLC
1
+ 0.04%
N/A
2.48K $0
PSJ
Invesco Exchange Traded Fd Tr

ETFs
943
+ 21.78%
N/A
5.27K $0
CGMU
Capital Group Core Plus Income
15.7K
+ 49.47%
N/A
47.3K $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
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