Thrive Wealth Management, LLC Portfolio Holdings
Thrive Wealth Management, LLC
- $518 Million
- Q1 2025
Thrive Wealth Management, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $518 Million distributed in 219 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $128M, Schwab Strategic Tr Us Large C with a value of $120M, Spdr S&P 500 ETF Trust with a value of $19.8M, Apple Inc. with a value of $12.4M, and Ishares Tr with a value of $11.4M.
Examining the 13F form we can see an decrease of $34.3M in the current position value, from $552M to 518M.
Below you can find more details about Thrive Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$518 Million
ETFs: $381 Million
Technology: $39.2 Million
Financial Services: $24 Million
Healthcare: $19.3 Million
Communication Services: $12.4 Million
Industrials: $11 Million
Consumer Cyclical: $10.2 Million
Consumer Defensive: $8.4 Million
Other: $13 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 219
- Current Value $518 Million
- Prior Value $552 Million
- Filing
- Period Q1 2025
- Filing Date April 10, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 30 stocks
- Additional Purchases 74 stocks
- Sold out of 0 stocks
- Reduced holdings in 111 stocks