Thrive Wealth Management, LLC Sells in Q4 2024

Thrive Wealth Management, LLC

  • $552 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
INTF
Ishares Tr

ETFs
-939
- 0.23%
$28.54 - $31.26 $26.8K - $29.4K
404K $11.6M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-6.59K
- 6.32%
$37.12 - $41.23 $244K - $271K
97.6K $3.62M
MSFT
Microsoft Corp

Technology
-971
- 4.12%
$406.35 - $454.46 $395K - $441K
22.6K $9.52M
PFE
Pfizer Inc

Healthcare
-14.4K
- 26.28%
$24.8 - $30.19 $356K - $433K
40.3K $1.07M
JNJ
Johnson & Johnson

Healthcare
-649
- 2.73%
$143.34 - $165.86 $93K - $108K
23.1K $3.34M
AMT
American Tower Corp

Real Estate
-1.01K
- 18.75%
$179.4 - $232.01 $180K - $233K
4.36K $798K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-247
- 7.69%
$501.29 - $612.85 $124K - $151K
2.96K $1.54M
ZTS
Zoetis Inc.

Healthcare
-1.12K
- 17.77%
$162.24 - $194.42 $182K - $218K
5.2K $846K
MRK
Merck & Co., Inc.

Healthcare
-954
- 4.72%
$96.31 - $114.76 $91.9K - $109K
19.3K $1.92M
DHR
Danaher Corp

Healthcare
-353
- 5.77%
$226.16 - $274.52 $79.8K - $96.9K
5.77K $1.32M
COLL
Collegium Pharmaceutical, Inc

Healthcare
-88
- 0.37%
$28.61 - $41.86 $2.52K - $3.68K
24K $686K
LLY
Eli Lilly & CO

Healthcare
-63
- 4.18%
$727.2 - $932.06 $45.8K - $58.7K
1.44K $1.11M
UNH
Unitedhealth Group Inc

Healthcare
-126
- 6.55%
$485.52 - $625.25 $61.2K - $78.8K
1.8K $909K
XOM
Exxon Mobil Corp

Energy
-677
- 5.47%
$105.51 - $125.37 $71.4K - $84.9K
11.7K $1.26M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-4.75K
- 4.95%
$25.3 - $26.31 $120K - $125K
91.1K $2.33M
KO
Coca Cola CO

Consumer Defensive
-368
- 2.34%
$61.74 - $71.71 $22.7K - $26.4K
15.4K $955K
UPS
United Parcel Service Inc

Industrials
-998
- 29.99%
$122.65 - $138.35 $122K - $138K
2.33K $293K
UNP
Union Pacific Corp

Industrials
-352
- 8.33%
$223.15 - $249.32 $78.5K - $87.8K
3.88K $883K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.11K
- 7.79%
$113.92 - $127.38 $127K - $142K
13.2K $1.52M
VZ
Verizon Communications Inc

Communication Services
-1.22K
- 5.89%
$39.6 - $45.21 $48.3K - $55.2K
19.5K $779K
XYL
Xylem Inc.

Industrials
-260
- 4.5%
$116.02 - $137.45 $30.2K - $35.7K
5.51K $639K
PBA
Pembina Pipeline Corp

Energy
-408
- 1.46%
$35.89 - $43.35 $14.6K - $17.7K
27.5K $1.01M
PEP
Pepsico Inc

Consumer Defensive
-475
- 13.87%
$151.29 - $176.1 $71.9K - $83.6K
2.95K $448K
CVX
Chevron Corp

Energy
-757
- 8.21%
$141.15 - $162.53 $107K - $123K
8.46K $1.23M
TER
Teradyne, Inc

Technology
-868
- 31.73%
$102.58 - $133.62 $89K - $116K
1.87K $235K
ADBE
Adobe Inc.

Technology
-48
- 3.23%
$437.39 - $552.96 $21K - $26.5K
1.44K $639K
AMAT
Applied Materials Inc

Technology
-312
- 15.83%
$161.44 - $213.89 $50.4K - $66.7K
1.66K $269K
GIS
General Mills Inc

Consumer Defensive
-844
- 12.93%
$62.78 - $74.62 $53K - $63K
5.68K $362K
CMCSA
Comcast Corp

Communication Services
-1.2K
- 7.3%
$37.39 - $45.14 $45K - $54.3K
15.3K $573K
COP
Conocophillips

Energy
-910
- 22.87%
$95.12 - $114.72 $86.6K - $104K
3.07K $304K
IBM
International Business Machines Corp

Technology
-475
- 6.91%
$204.9 - $238.04 $97.3K - $113K
6.4K $1.41M
POOL
Pool Corp

Industrials
-230
- 25.25%
$339.32 - $390.03 $78K - $89.7K
681 $232K
GD
General Dynamics Corp

Industrials
-99
- 4.81%
$260.28 - $314.03 $25.8K - $31.1K
1.96K $516K
MDT
Medtronic PLC

Healthcare
-556
- 9.24%
$79.61 - $92.24 $44.3K - $51.3K
5.46K $436K
ECL
Ecolab Inc.

Basic Materials
-75
- 1.83%
$234.32 - $261.43 $17.6K - $19.6K
4.03K $943K
BSY
Bentley Systems Inc

Technology
-1.46K
- 18.37%
$46.59 - $51.09 $68.1K - $74.7K
6.5K $303K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-665
- 12.28%
$178.39 - $215.0 $119K - $143K
4.75K $916K
SPGI
S&P Global Inc.

Financial Services
-58
- 1.94%
$480.36 - $529.17 $27.9K - $30.7K
2.93K $1.46M
NEE
Nextera Energy Inc

Utilities
-42
- 0.7%
$69.77 - $85.43 $2.93K - $3.59K
5.96K $427K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-842
- 18.82%
$91.29 - $91.8 $76.9K - $77.3K
3.63K $331K
DUK
Duke Energy Corp

Utilities
-113
- 1.3%
$105.76 - $120.76 $12K - $13.6K
8.55K $920K
QCOM
Qualcomm Inc

Technology
-189
- 6.95%
$150.4 - $178.04 $28.4K - $33.6K
2.53K $388K
IT
Gartner Inc

Technology
-65
- 3.46%
$481.22 - $551.8 $31.3K - $35.9K
1.81K $877K
SBUX
Starbucks Corp

Consumer Cyclical
-375
- 8.85%
$87.44 - $102.5 $32.8K - $38.4K
3.86K $351K
SO
Southern CO

Utilities
-111
- 1.69%
$81.5 - $94.15 $9.05K - $10.5K
6.45K $531K
AZN
Astrazeneca PLC

Healthcare
-149
- 3.74%
$63.2 - $79.58 $9.42K - $11.9K
3.83K $251K
CAT
Caterpillar Inc

Industrials
-9
- 0.47%
$360.37 - $416.88 $3.24K - $3.75K
1.92K $696K
HD
Home Depot, Inc.

Consumer Cyclical
-19
- 0.63%
$385.02 - $431.37 $7.32K - $8.2K
3.02K $1.17M
ICE
Intercontinental Exchange, Inc.

Financial Services
-89
- 2.42%
$148.29 - $166.93 $13.2K - $14.9K
3.59K $534K
Activity Summary
Buys All Purchases 79 New Holdings 14 Increased Positions 65 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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