Thrive Wealth Management, LLC Portfolio Holdings
Thrive Wealth Management, LLC
- $609 Million
- Q2 2025
Thrive Wealth Management, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $609 Million distributed in 229 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 $148M, Vanguard Value ETF with a value of $137M, Spdr S&P 500 ETF Trust with a value of $20.9M, Vanguard Growth ETF with a value of $13.5M, and Spdr S&P Midcap 400 ETF Trust with a value of $12.1M.
Examining the 13F form we can see an increase of $91.3M in the current position value, from $518M to 609M.
Below you can find more details about Thrive Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$609 Million
ETFs: $460 Million
Technology: $46.6 Million
Financial Services: $25.7 Million
Healthcare: $18 Million
Communication Services: $15.1 Million
Industrials: $11.7 Million
Consumer Cyclical: $10.9 Million
Consumer Defensive: $8.76 Million
Other: $12.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 229
- Current Value $609 Million
- Prior Value $518 Million
- Filing
- Period Q2 2025
- Filing Date July 09, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 18 stocks
- Additional Purchases 119 stocks
- Sold out of 0 stocks
- Reduced holdings in 82 stocks