Thrive Wealth Management, LLC Reduced Holdings in Q3 2024

Thrive Wealth Management, LLC

  • $541 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
-2.41K
- 9.57%
$149.54 - $192.66 $360K - $464K
22.7K $3.8M
MSFT
Microsoft Corp

Technology
-406
- 1.69%
$395.15 - $467.56 $160K - $190K
23.6K $10.1M
GOOGL
Alphabet Inc.

Communication Services
-705
- 5.38%
$148.65 - $191.18 $105K - $135K
12.4K $2.06M
NVDA
Nvidia Corp

Technology
-1.26K
- 3.62%
$98.91 - $134.91 $125K - $170K
33.6K $4.08M
MRK
Merck & Co., Inc.

Healthcare
-138
- 0.68%
$111.15 - $128.97 $15.3K - $17.8K
20.2K $2.3M
INTC
Intel Corp

Technology
-3.02K
- 24.41%
$18.9 - $34.87 $57.1K - $105K
9.36K $219K
LRCX
Lam Research Corp

Technology
-75
- 18.56%
$731.56 - $1127.3 $54.9K - $84.5K
329 $268K
PSX
Phillips 66

Energy
-783
- 20.95%
$125.0 - $147.17 $97.9K - $115K
2.95K $388K
PEP
Pepsico Inc

Consumer Defensive
-923
- 21.23%
$161.9 - $179.3 $149K - $165K
3.43K $582K
INTU
Intuit Inc

Technology
-55
- 2.69%
$602.97 - $670.49 $33.2K - $36.9K
1.99K $1.24M
AMAT
Applied Materials Inc

Technology
-60
- 2.95%
$174.88 - $254.97 $10.5K - $15.3K
1.97K $398K
ADBE
Adobe Inc.

Technology
-34
- 2.24%
$508.13 - $586.55 $17.3K - $19.9K
1.49K $769K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-35
- 2.69%
$193.0 - $282.1 $6.76K - $9.87K
1.27K $294K
IWM
Ishares Russell 2000 ETF

ETFs
-621
- 16.14%
$200.87 - $224.6 $125K - $139K
3.23K $712K
APH
Amphenol Corp

Technology
-438
- 2.56%
$58.39 - $70.41 $25.6K - $30.8K
16.6K $1.08M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-244
- 8.77%
$332.02 - $382.76 $81K - $93.4K
2.54K $952K
IVV
Ishares Core S&P 500 ETF

ETFs
-414
- 6.86%
$520.18 - $576.82 $215K - $239K
5.62K $3.24M
LLY
Eli Lilly & CO

Healthcare
-22
- 1.44%
$772.14 - $960.02 $17K - $21.1K
1.51K $1.33M
GILD
Gilead Sciences, Inc.

Healthcare
-1.79K
- 25.56%
$66.59 - $83.99 $119K - $150K
5.21K $436K
TER
Teradyne, Inc

Technology
-22
- 0.8%
$114.25 - $163.0 $2.51K - $3.59K
2.74K $366K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-913
- 10.41%
$117.9 - $128.2 $108K - $117K
7.86K $1.01M
SAIA
Saia Inc

Industrials
-22
- 3.94%
$367.6 - $509.42 $8.09K - $11.2K
537 $234K
WFC
Wells Fargo & Company

Financial Services
-25
- 0.33%
$51.58 - $60.97 $1.29K - $1.52K
7.47K $421K
VIG
Vanguard Dividend Appreciation

ETFs
-120
- 2.85%
$182.15 - $182.15 $21.9K - $21.9K
4.09K $745K
CMCSA
Comcast Corp

Communication Services
-1.65K
- 9.12%
$37.33 - $41.78 $61.7K - $69.1K
16.5K $688K
XYL
Xylem Inc.

Industrials
-117
- 1.99%
$126.14 - $141.53 $14.8K - $16.6K
5.77K $779K
ELV
Elevance Health, Inc.

Healthcare
-4
- 0.5%
$500.12 - $562.29 $2K - $2.25K
800 $416K
HMOP
Hartford Fds Exchange Traded T

ETFs
-694
- 4.64%
$38.61 - $39.46 $26.8K - $27.4K
14.3K $562K
AMD
Advanced Micro Devices Inc

Technology
-107
- 6.8%
$128.67 - $183.96 $13.8K - $19.7K
1.47K $240K
SO
Southern CO

Utilities
-1.25K
- 16.0%
$77.0 - $90.52 $96.3K - $113K
6.56K $591K
ADI
Analog Devices Inc

Technology
-67
- 6.44%
$200.56 - $243.33 $13.4K - $16.3K
974 $224K
VRSK
Verisk Analytics, Inc.

Industrials
-24
- 0.67%
$260.31 - $285.99 $6.25K - $6.86K
3.58K $960K
C
Citigroup Inc

Financial Services
-22
- 0.23%
$56.11 - $67.61 $1.23K - $1.49K
9.72K $608K
ABC
Amerisourcebergen Corp

Healthcare
-14
- 1.5%
N/A
917 $169K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-16
- 0.36%
$91.42 - $91.82 $1.46K - $1.47K
4.47K $410K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-23
- 1.88%
$434.77 - $502.96 $10K - $11.6K
1.2K $587K
TXN
Texas Instruments Inc

Technology
-2
- 0.19%
$194.6 - $194.6 $389 - $389
1.05K $204K
Cooper Cos Inc
-30
- 0.84%
N/A
3.56K $0
NFLX
Netflix Inc

Communication Services
-25
- 3.84%
$598.55 - $722.26 $15K - $18.1K
626 $444K
CI
Cigna Corp

Healthcare
-17
- 2.13%
$319.12 - $367.1 $5.43K - $6.24K
782 $270K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-186
- 7.79%
$125.95 - $142.04 $23.4K - $26.4K
2.2K $312K
HSY
Hershey CO

Consumer Defensive
-3
- 0.25%
$182.45 - $203.25 $547 - $610
1.22K $234K
ROL
Rollins Inc

Consumer Cyclical
-7
- 0.13%
$45.93 - $51.4 $322 - $360
5.53K $279K
ETN
Eaton Corp PLC

Industrials
-4
- 0.52%
$272.52 - $333.02 $1.09K - $1.33K
768 $254K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-273
- 3.91%
$75.88 - $83.21 $20.7K - $22.7K
6.71K $557K
WSO
Watsco Inc

Industrials
-12
- 1.81%
$448.73 - $519.89 $5.38K - $6.24K
651 $320K
MS
Morgan Stanley

Financial Services
-63
- 2.21%
$92.07 - $106.96 $5.8K - $6.74K
2.79K $291K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-18
- 0.58%
$75.47 - $83.18 $1.36K - $1.5K
3.1K $257K
RIO
Rio Tinto PLC

Basic Materials
-57
- 1.55%
$59.71 - $71.21 $3.4K - $4.06K
3.63K $258K
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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