Thrive Wealth Management, LLC has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $509 Million distributed in 217 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $128M, Vanguard Value ETF with a value of $117M, Spdr S&P 500 ETF Trust with a value of $20.2M, Vanguard Growth ETF with a value of $11.8M, and Ishares Tr with a value of $11.7M.
Examining the 13F form we can see an increase of $27.6M in the current position value, from $481M to 509M.
Below you can find more details about Thrive Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$509 Million
ETFs: $370 Million
Technology: $44.4 Million
Healthcare: $21.3 Million
Financial Services: $19.9 Million
Communication Services: $11.9 Million
Industrials: $10.7 Million
Consumer Cyclical: $9.86 Million
Consumer Defensive: $7.35 Million
Other: $13 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions