Thrive Wealth Management, LLC Portfolio Holdings
Thrive Wealth Management, LLC
- $541 Million
- Q3 2024
Thrive Wealth Management, LLC has filed its 13F form on October 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $541 Million distributed in 214 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 $133M, Vanguard Value ETF with a value of $131M, Spdr S&P 500 ETF Trust with a value of $21M, Ishares Tr with a value of $12.7M, and Vanguard Growth ETF with a value of $12M.
Examining the 13F form we can see an increase of $31.9M in the current position value, from $509M to 541M.
Below you can find more details about Thrive Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$541 Million
ETFs: $397 Million
Technology: $43.2 Million
Healthcare: $22.2 Million
Financial Services: $21.8 Million
Industrials: $12.7 Million
Communication Services: $11.1 Million
Consumer Cyclical: $10.6 Million
Consumer Defensive: $8.19 Million
Other: $14.3 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 214
- Current Value $541 Million
- Prior Value $509 Million
- Filing
- Period Q3 2024
- Filing Date October 04, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 15 stocks
- Additional Purchases 80 stocks
- Sold out of 0 stocks
- Reduced holdings in 112 stocks