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
ET
Energy Transfer LP

Energy
1K
+ 2.17%
$15.65 - $18.93 $15.7K - $18.9K
47K $852K
ACN
Accenture PLC

Technology
28
+ 3.15%
$279.23 - $323.21 $7.82K - $9.05K
917 $274K
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
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