Thrive Wealth Management, LLC Portfolio Holdings
Thrive Wealth Management, LLC
- $509 Million
- Q2 2024
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.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 217
- Current Value $509 Million
- Prior Value $481 Million
- Filing
- Period Q2 2024
- Filing Date July 12, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 18 stocks
- Additional Purchases 124 stocks
- Sold out of 0 stocks
- Reduced holdings in 67 stocks