Thrive Wealth Management, LLC Portfolio Holdings
Thrive Wealth Management, LLC
- $652 Million
- Q3 2025
Thrive Wealth Management, LLC has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $652 Million distributed in 240 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 $159M, Vanguard Value ETF with a value of $149M, Spdr S&P 500 ETF Trust with a value of $22.2M, Vanguard Growth ETF with a value of $14.8M, and Apple Inc. with a value of $14.7M.
Examining the 13F form we can see an increase of $42.5M in the current position value, from $609M to 652M.
Below you can find more details about Thrive Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$652 Million
ETFs: $487 Million
Technology: $52.1 Million
Financial Services: $30 Million
Healthcare: $19.4 Million
Communication Services: $16.7 Million
Industrials: $12.7 Million
Consumer Cyclical: $12.5 Million
Consumer Defensive: $7.74 Million
Other: $13.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 240
- Current Value $652 Million
- Prior Value $609 Million
- Filing
- Period Q3 2025
- Filing Date October 06, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 24 stocks
- Additional Purchases 95 stocks
- Sold out of 0 stocks
- Reduced holdings in 108 stocks