Thrive Wealth Management, LLC Reduced Holdings in Q1 2025

Thrive Wealth Management, LLC

  • $518 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EMR
Emerson Electric CO

Industrials
-277
- 11.74%
$108.64 - $131.17 $30.1K - $36.3K
2.08K $228K
BAC
Bank Of America Corp

Financial Services
-871
- 6.9%
$39.61 - $47.74 $34.5K - $41.6K
11.8K $490K
HON
Honeywell International Inc

Industrials
-145
- 6.51%
$202.75 - $226.52 $29.4K - $32.8K
2.08K $441K
DIS
Walt Disney CO

Communication Services
-85
- 2.11%
$96.87 - $114.0 $8.23K - $9.69K
3.95K $389K
SCHW
Schwab Charles Corp

Financial Services
-948
- 25.03%
$71.24 - $83.64 $67.5K - $79.3K
2.84K $222K
ETR
Entergy Corp

Utilities
-1.58K
- 19.8%
$75.26 - $87.89 $119K - $138K
6.38K $545K
PRU
Prudential Financial Inc

Financial Services
-261
- 6.26%
$105.04 - $122.33 $27.4K - $31.9K
3.91K $436K
MS
Morgan Stanley

Financial Services
-270
- 9.74%
$111.68 - $141.08 $30.2K - $38.1K
2.5K $292K
ACN
Accenture PLC

Technology
-51
- 5.43%
$300.91 - $398.25 $15.3K - $20.3K
889 $277K
GIS
General Mills Inc

Consumer Defensive
-474
- 8.34%
$57.56 - $65.3 $27.3K - $31K
5.21K $311K
VRSK
Verisk Analytics, Inc.

Industrials
-423
- 12.01%
$268.63 - $301.33 $114K - $127K
3.1K $922K
ET
Energy Transfer LP

Energy
-6
- 0.01%
$17.26 - $21.08 $104 - $126
46K $855K
JPM
Jpmorgan Chase & CO

Financial Services
-355
- 4.68%
$225.19 - $279.95 $79.9K - $99.4K
7.23K $1.77M
XYL
Xylem Inc.

Industrials
-470
- 8.53%
$114.02 - $132.04 $53.6K - $62.1K
5.04K $602K
LOW
Lowes Companies Inc

Consumer Cyclical
-65
- 4.59%
$222.66 - $268.42 $14.5K - $17.4K
1.35K $314K
IWR
Ishares Russell Mid Cap ETF

ETFs
-263
- 9.21%
$82.81 - $92.93 $21.8K - $24.4K
2.59K $219K
CSCO
Cisco Systems, Inc.

Technology
-1.26K
- 6.61%
$58.74 - $64.87 $74.1K - $81.9K
17.8K $1.1M
VV
Vanguard Large Cap ETF

ETFs
-54
- 5.28%
$253.32 - $282.66 $13.7K - $15.3K
969 $247K
MAIN
Main Street Capital Corp

Financial Services
-175
- 3.27%
$54.71 - $63.1 $9.57K - $11K
5.17K $293K
VIG
Vanguard Dividend Appreciation

ETFs
-105
- 2.48%
N/A
4.14K $753K
ECL
Ecolab Inc.

Basic Materials
-377
- 9.36%
$229.72 - $269.82 $86.6K - $102K
3.65K $925K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-156
- 7.07%
$128.74 - $138.67 $20.1K - $21.6K
2.05K $275K
LLY
Eli Lilly & CO

Healthcare
-114
- 7.9%
$725.72 - $929.72 $82.7K - $106K
1.33K $1.1M
C
Citigroup Inc

Financial Services
-237
- 2.52%
$67.23 - $84.63 $15.9K - $20.1K
9.16K $650K
PLTR
Palantir Technologies Inc.

Technology
-580
- 12.86%
$64.98 - $124.62 $37.7K - $72.3K
3.93K $331K
NEE
Nextera Energy Inc

Utilities
-56
- 0.94%
$66.96 - $76.16 $3.75K - $4.26K
5.91K $418K
UNH
Unitedhealth Group Inc

Healthcare
-79
- 4.39%
$461.52 - $548.18 $36.5K - $43.3K
1.72K $900K
PG
Procter & Gamble CO

Consumer Defensive
-327
- 1.92%
$158.56 - $176.26 $51.8K - $57.6K
16.7K $2.84M
IEFA
Ishares Tr

ETFs
-339
- 9.33%
$69.57 - $78.65 $23.6K - $26.7K
3.3K $251K
ABC
Amerisourcebergen Corp

Healthcare
-8
- 0.88%
N/A
906 $167K
Blackrock Inc
-37
- 10.63%
N/A
311 $0
Linde PLC
-149
- 5.99%
N/A
2.34K $0
APD
Air Products & Chemicals, Inc.

Basic Materials
-29
- 1.42%
$283.24 - $338.07 $8.21K - $9.8K
2.02K $595K
CB
Chubb LTD

Financial Services
-56
- 6.99%
$257.71 - $301.99 $14.4K - $16.9K
745 $224K
TRV
Travelers Companies, Inc.

Financial Services
-55
- 6.47%
$232.43 - $265.13 $12.8K - $14.6K
795 $210K
COST
Costco Wholesale Corp

Consumer Defensive
-15
- 1.96%
$890.62 - $1076.86 $13.4K - $16.2K
750 $709K
IXUS
Ishares Tr

ETFs
-49
- 1.32%
$65.06 - $72.31 $3.19K - $3.54K
3.67K $258K
DE
Deere & CO

Industrials
-44
- 5.97%
$408.57 - $509.27 $18K - $22.4K
693 $325K
ADP
Automatic Data Processing Inc

Industrials
-9
- 0.72%
$286.85 - $318.64 $2.58K - $2.87K
1.24K $379K
LNT
Alliant Energy Corp

Utilities
-335
- 3.98%
$56.66 - $66.04 $19K - $22.1K
8.08K $519K
IBM
International Business Machines Corp

Technology
-642
- 10.03%
$217.4 - $264.74 $140K - $170K
5.76K $1.43M
ICE
Intercontinental Exchange, Inc.

Financial Services
-339
- 9.45%
$142.8 - $176.36 $48.4K - $59.8K
3.25K $560K
PPL
Ppl Corp

Utilities
-14
- 0.19%
$31.68 - $36.11 $444 - $506
7.28K $263K
SO
Southern CO

Utilities
-317
- 4.91%
$80.96 - $92.96 $25.7K - $29.5K
6.13K $564K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-6.3K
- 6.45%
$36.91 - $41.03 $232K - $258K
91.3K $3.66M
MCD
Mcdonalds Corp

Consumer Cyclical
-105
- 3.04%
$279.74 - $321.29 $29.4K - $33.7K
3.35K $1.05M
ABT
Abbott Laboratories

Healthcare
-126
- 3.34%
$111.1 - $140.22 $14K - $17.7K
3.64K $482K
PBA
Pembina Pipeline Corp

Energy
-446
- 1.62%
$35.13 - $40.12 $15.7K - $17.9K
27K $1.08M
WEC
Wec Energy Group, Inc.

Utilities
-122
- 2.26%
$92.12 - $108.98 $11.2K - $13.3K
5.29K $576K
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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