Thrive Wealth Management, LLC Sells in Q4 2025

Thrive Wealth Management, LLC

  • $659 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-3.31K
- 15.39%
$577.77 - $604.78 $1.91M - $2M
18.2K $10.7M
ORCL
Oracle Corp

Technology
-35
- 0.25%
$217.57 - $313.0 $7.61K - $11K
13.9K $3.05M
MSFT
Microsoft Corp

Technology
-712
- 3.38%
$496.82 - $542.07 $354K - $386K
20.4K $10.3M
PG
Procter & Gamble CO

Consumer Defensive
-2.19K
- 13.58%
$145.5 - $153.18 $319K - $336K
13.9K $2.03M
META
Meta Platforms, Inc.

Communication Services
-50
- 1.65%
$609.01 - $751.67 $30.5K - $37.6K
2.97K $1.81M
SPY
Spdr S&P 500 ETF Trust

ETFs
-507
- 1.52%
$653.02 - $687.39 $331K - $349K
32.9K $21.9M
PFE
Pfizer Inc

Healthcare
-11.8K
- 29.01%
$24.23 - $27.37 $286K - $323K
28.9K $723K
ZTS
Zoetis Inc.

Healthcare
-1.29K
- 25.04%
$118.8 - $147.53 $153K - $190K
3.85K $457K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-7.29K
- 13.05%
$28.9 - $30.17 $211K - $220K
48.6K $1.42M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.29K
- 20.45%
$99.87 - $101.27 $229K - $232K
8.92K $891K
AMT
American Tower Corp

Real Estate
-844
- 22.08%
$176.64 - $193.32 $149K - $163K
2.98K $537K
BSY
Bentley Systems Inc

Technology
-2.56K
- 30.86%
$43.17 - $56.79 $111K - $145K
5.74K $247K
EFX
Equifax Inc

Industrials
-56
- 1.89%
$204.19 - $253.84 $11.4K - $14.2K
2.91K $602K
HD
Home Depot, Inc.

Consumer Cyclical
-3
- 0.1%
$358.03 - $397.02 $1.07K - $1.19K
2.95K $1.06M
MA
Mastercard Inc

Financial Services
-49
- 1.4%
$536.85 - $580.45 $26.3K - $28.4K
3.45K $1.85M
LMT
Lockheed Martin Corp

Industrials
-66
- 1.76%
$452.1 - $514.24 $29.8K - $33.9K
3.68K $1.73M
CMCSA
Comcast Corp

Communication Services
-2.99K
- 22.34%
$26.98 - $31.09 $80.6K - $92.9K
10.4K $282K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-227
- 15.45%
$589.5 - $635.77 $134K - $144K
1.24K $749K
VUG
Vanguard Growth ETF

ETFs
-490
- 1.59%
$470.44 - $504.26 $231K - $247K
30.3K $14.7M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.28K
- 22.83%
$61.89 - $76.13 $79K - $97.2K
4.32K $267K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-289
- 24.37%
$358.39 - $376.54 $104K - $109K
897 $329K
UNH
Unitedhealth Group Inc

Healthcare
-160
- 8.74%
$320.52 - $369.92 $51.3K - $59.2K
1.67K $535K
IT
Gartner Inc

Technology
-235
- 18.53%
$226.44 - $258.17 $53.2K - $60.7K
1.03K $238K
APH
Amphenol Corp

Technology
-1.36K
- 15.36%
$121.7 - $143.85 $165K - $195K
7.48K $1M
UNP
Union Pacific Corp

Industrials
-88
- 2.02%
$216.37 - $237.41 $19K - $20.9K
4.27K $942K
VBK
Vanguard Small Cap Growth ETF

ETFs
-262
- 17.49%
$291.71 - $309.36 $76.4K - $81.1K
1.24K $360K
IWM
Ishares Russell 2000 ETF

ETFs
-269
- 7.18%
$236.79 - $250.33 $63.7K - $67.3K
3.48K $825K
VBR
Vanguard Small Cap Value ETF

ETFs
-350
- 18.82%
$201.42 - $211.15 $70.5K - $73.9K
1.51K $310K
IEMG
Ishares Inc

ETFs
-1.43K
- 3.93%
N/A
35K $1.88M
PBA
Pembina Pipeline Corp

Energy
-711
- 2.65%
$37.12 - $42.09 $26.4K - $29.9K
26.2K $1.01M
DIS
Walt Disney CO

Communication Services
-304
- 7.2%
$105.69 - $116.65 $32.1K - $35.5K
3.92K $414K
ADP
Automatic Data Processing Inc

Industrials
-55
- 4.58%
$250.9 - $292.94 $13.8K - $16.1K
1.15K $287K
LII
Lennox International Inc

Industrials
-61
- 9.84%
$471.5 - $554.58 $28.8K - $33.8K
559 $263K
TDY
Teledyne Technologies Inc

Technology
-6
- 0.83%
$501.23 - $593.62 $3.01K - $3.56K
715 $358K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-313
- 2.18%
$191.01 - $199.18 $59.8K - $62.3K
14.1K $2.74M
VZ
Verizon Communications Inc

Communication Services
-87
- 0.46%
$38.4 - $43.83 $3.34K - $3.81K
18.7K $767K
ECL
Ecolab Inc.

Basic Materials
-6
- 0.17%
$253.06 - $281.35 $1.52K - $1.69K
3.61K $934K
OKE
Oneok Inc

Energy
-597
- 17.47%
$64.31 - $72.98 $38.4K - $43.6K
2.82K $198K
HON
Honeywell International Inc

Industrials
-110
- 5.84%
$194.07 - $220.67 $21.3K - $24.3K
1.77K $347K
COP
Conocophillips

Energy
-331
- 10.87%
$85.66 - $95.46 $28.4K - $31.6K
2.71K $240K
EEM
Ishares Msci Emerging Markets

ETFs
-1.12K
- 11.17%
$51.94 - $56.01 $58.3K - $62.9K
8.93K $490K
CCI
Crown Castle International Corp

Real Estate
-204
- 5.28%
$87.81 - $98.87 $17.9K - $20.2K
3.66K $331K
APD
Air Products & Chemicals, Inc.

Basic Materials
-59
- 2.99%
$237.56 - $271.47 $14K - $16K
1.92K $496K
EBAY
Ebay Inc

Consumer Cyclical
-211
- 8.08%
$80.85 - $99.58 $17.1K - $21K
2.4K $201K
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
-272
- 12.28%
$101.58 - $106.65 $27.6K - $29K
1.94K $200K
MAIN
Main Street Capital Corp

Financial Services
-66
- 1.28%
$55.1 - $63.97 $3.64K - $4.22K
5.07K $296K
SO
Southern CO

Utilities
-22
- 0.34%
$90.58 - $99.72 $1.99K - $2.19K
6.46K $584K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-321
- 8.27%
$91.46 - $91.76 $29.4K - $29.5K
3.56K $326K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-176
- 8.55%
$136.06 - $140.64 $23.9K - $24.8K
1.88K $260K
Activity Summary
Buys All Purchases 122 New Holdings 15 Increased Positions 107 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
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