Thrive Wealth Management, LLC Sells in Q2 2025

Thrive Wealth Management, LLC

  • $609 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
-129
- 0.53%
$146.36 - $159.82 $18.9K - $20.6K
24.1K $3.68M
CVX
Chevron Corp

Energy
-383
- 4.49%
$133.73 - $168.51 $51.2K - $64.5K
8.14K $1.17M
ABBV
Abb Vie Inc.

Healthcare
-413
- 6.91%
$170.16 - $206.27 $70.3K - $85.2K
5.57K $1.03M
PG
Procter & Gamble CO

Consumer Defensive
-201
- 1.21%
$157.66 - $172.39 $31.7K - $34.7K
16.5K $2.62M
MARA
Marathon Digital Holdings, Inc.

Financial Services
-8.03K
- 26.56%
N/A
22.2K $501K
ZTS
Zoetis Inc.

Healthcare
-656
- 9.87%
$144.41 - $170.3 $94.7K - $112K
5.99K $934K
PFE
Pfizer Inc

Healthcare
-3.82K
- 8.43%
$21.59 - $24.84 $82.5K - $94.9K
41.5K $1.01M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.43K
- 17.48%
$51.16 - $62.02 $176K - $213K
16.2K $1.01M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-220
- 6.4%
$212.1 - $244.27 $46.7K - $53.7K
3.22K $703K
DHR
Danaher Corp

Healthcare
-397
- 5.92%
$174.64 - $205.16 $69.3K - $81.4K
6.31K $1.25M
BMY
Bristol Myers Squibb CO

Healthcare
-528
- 8.99%
$44.12 - $59.6 $23.3K - $31.5K
5.35K $247K
AMT
American Tower Corp

Real Estate
-498
- 11.46%
$203.96 - $228.19 $102K - $114K
3.85K $850K
MCD
Mcdonalds Corp

Consumer Cyclical
-80
- 2.39%
$285.55 - $321.23 $22.8K - $25.7K
3.27K $954K
LLY
Eli Lilly & CO

Healthcare
-36
- 2.71%
$713.71 - $898.95 $25.7K - $32.4K
1.29K $1.01M
COP
Conocophillips

Energy
-301
- 8.46%
$82.66 - $106.1 $24.9K - $31.9K
3.26K $292K
UNP
Union Pacific Corp

Industrials
-180
- 4.61%
$208.27 - $238.46 $37.5K - $42.9K
3.73K $857K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-37
- 1.22%
$67.83 - $92.33 $2.51K - $3.42K
2.99K $216K
IT
Gartner Inc

Technology
-81
- 4.92%
$377.5 - $449.52 $30.6K - $36.4K
1.57K $633K
PEP
Pepsico Inc

Consumer Defensive
-24
- 0.8%
$128.02 - $151.37 $3.07K - $3.63K
2.99K $394K
TJX
Tjx Companies Inc

Consumer Cyclical
-545
- 6.51%
$119.13 - $135.03 $64.9K - $73.6K
7.83K $967K
VZ
Verizon Communications Inc

Communication Services
-123
- 0.65%
$41.67 - $45.62 $5.13K - $5.61K
18.8K $812K
CMCSA
Comcast Corp

Communication Services
-722
- 4.64%
$32.84 - $36.72 $23.7K - $26.5K
14.8K $529K
ICE
Intercontinental Exchange, Inc.

Financial Services
-423
- 13.02%
$151.62 - $183.47 $64.1K - $77.6K
2.83K $518K
GIS
General Mills Inc

Consumer Defensive
-13
- 0.25%
$50.37 - $60.97 $655 - $793
5.2K $269K
APD
Air Products & Chemicals, Inc.

Basic Materials
-50
- 2.48%
$248.61 - $294.96 $12.4K - $14.7K
1.97K $555K
POOL
Pool Corp

Industrials
-39
- 3.92%
$285.0 - $325.66 $11.1K - $12.7K
957 $278K
DUK
Duke Energy Corp

Utilities
-20
- 0.24%
$112.46 - $124.05 $2.25K - $2.48K
8.4K $991K
LOW
Lowes Companies Inc

Consumer Cyclical
-83
- 6.15%
$210.83 - $235.28 $17.5K - $19.5K
1.27K $281K
CMI
Cummins Inc

Industrials
-173
- 10.52%
$267.12 - $336.65 $46.2K - $58.2K
1.47K $482K
MDT
Medtronic PLC

Healthcare
-185
- 3.32%
$80.68 - $88.86 $14.9K - $16.4K
5.39K $469K
CHH
Choice Hotels International Inc

Consumer Cyclical
-87
- 4.41%
$117.49 - $134.0 $10.2K - $11.7K
1.89K $239K
AZN
Astrazeneca PLC

Healthcare
-88
- 2.13%
$64.87 - $75.0 $5.71K - $6.6K
4.05K $282K
ADBE
Adobe Inc.

Technology
-57
- 4.46%
$340.0 - $420.68 $19.4K - $24K
1.22K $472K
KO
Coca Cola CO

Consumer Defensive
-29
- 0.2%
$68.37 - $73.9 $1.98K - $2.14K
14.6K $1.03M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-143
- 14.03%
$272.36 - $339.57 $38.9K - $48.6K
876 $297K
CB
Chubb LTD

Financial Services
-7
- 0.94%
$274.32 - $302.46 $1.92K - $2.12K
738 $213K
NEE
Nextera Energy Inc

Utilities
-1
- 0.02%
$64.11 - $75.0 $64.1 - $75
5.91K $409K
IVE
Ishares S&P 500 Value ETF

ETFs
-60
- 4.14%
$168.34 - $195.42 $10.1K - $11.7K
1.39K $271K
Gsk PLC
-63
- 0.69%
N/A
9.08K $0
Cooper Cos Inc
-115
- 3.14%
N/A
3.54K $0
Blackrock Inc
-8
- 2.57%
N/A
303 $0
Linde PLC
-24
- 1.03%
N/A
2.31K $0
MAIN
Main Street Capital Corp

Financial Services
-32
- 0.62%
$49.15 - $59.32 $1.57K - $1.9K
5.14K $303K
QCOM
Qualcomm Inc

Technology
-13
- 0.48%
$124.66 - $159.48 $1.62K - $2.07K
2.67K $425K
VRSK
Verisk Analytics, Inc.

Industrials
-57
- 1.84%
$277.03 - $321.33 $15.8K - $18.3K
3.04K $947K
MA
Mastercard Inc

Financial Services
-38
- 1.11%
$479.92 - $590.74 $18.2K - $22.4K
3.39K $1.91M
CRM
Salesforce, Inc.

Technology
-10
- 0.14%
$236.26 - $291.15 $2.36K - $2.91K
7.24K $1.97M
VV
Vanguard Large Cap ETF

ETFs
-1
- 0.1%
$228.25 - $285.3 $228 - $285
968 $276K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-24
- 0.35%
$71.28 - $83.74 $1.71K - $2.01K
6.89K $576K
Activity Summary
Buys All Purchases 137 New Holdings 18 Increased Positions 119 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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