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
VZ
Verizon Communications Inc

Communication Services
-597
- 3.06%
$37.81 - $46.49 $22.6K - $27.8K
18.9K $857K
VRSN
Verisign Inc

Technology
-308
- 8.9%
$205.1 - $254.74 $63.2K - $78.5K
3.15K $800K
KO
Coca Cola CO

Consumer Defensive
-702
- 4.57%
$60.81 - $72.32 $42.7K - $50.8K
14.7K $1.05M
DUK
Duke Energy Corp

Utilities
-128
- 1.5%
$105.87 - $121.97 $13.6K - $15.6K
8.42K $1.03M
XOM
Exxon Mobil Corp

Energy
-119
- 1.02%
$105.44 - $118.93 $12.5K - $14.2K
11.6K $1.38M
AMGN
Amgen Inc

Healthcare
-36
- 1.25%
$258.59 - $327.36 $9.31K - $11.8K
2.85K $888K
AMT
American Tower Corp

Real Estate
-8
- 0.18%
$173.46 - $217.6 $1.39K - $1.74K
4.35K $945K
ABBV
Abb Vie Inc.

Healthcare
-222
- 3.58%
$169.2 - $216.66 $37.6K - $48.1K
5.98K $1.25M
T
At&T Inc.

Communication Services
-964
- 2.63%
$21.56 - $28.28 $20.8K - $27.3K
35.7K $1.01M
PM
Philip Morris International Inc.

Consumer Defensive
-307
- 4.33%
$117.15 - $158.79 $36K - $48.7K
6.78K $1.08M
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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