Thrive Wealth Management, LLC Top Holdings and 13F Report (2025) About Thrive Wealth Management, LLCInvestment ActivityThrive Wealth Management, LLC has $523.28 million in total holdings as of March 31, 2025.Thrive Wealth Management, LLC owns shares of 219 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 3.26% of the portfolio was purchased this quarter.About 5.91% of the portfolio was sold this quarter.This quarter, Thrive Wealth Management, LLC has purchased 196 new stocks and bought additional shares in 74 stocks.Thrive Wealth Management, LLC sold shares of 111 stocks and completely divested from 7 stocks this quarter.Largest Holdings Vanguard Value ETF $129,743,122Schwab U.S. Large-Cap Growth ETF $119,896,832SPDR S&P 500 ETF Trust $19,769,508Apple $12,402,885iShares International Equity Factor ETF $11,302,769 Largest New Holdings this Quarter 91347P105 - Universal Display $391,939 Holding92206C409 - Vanguard Short-Term Corporate Bond ETF $355,230 Holding565788106 - MARA $347,864 Holding30040W108 - Eversource Energy $326,450 Holding256677105 - Dollar General $320,732 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 16,625 shares (about $4.57M)Vanguard FTSE Developed Markets ETF 9,700 shares (about $493.06K)Schwab US Broad Market ETF 19,195 shares (about $413.27K)Universal Display 2,810 shares (about $391.94K)Schwab US Large-Cap ETF 17,064 shares (about $376.77K) Largest Sales this Quarter Schwab U.S. Large-Cap Growth ETF 340,719 shares (about $8.53M)Vanguard Value ETF 16,456 shares (about $2.84M)iShares S&P 500 Value ETF 7,986 shares (about $1.52M)iShares MSCI EAFE ETF 16,330 shares (about $1.33M)iShares International Equity Factor ETF 37,634 shares (about $1.16M) Sector Allocation Over TimeMap of 500 Largest Holdings ofThrive Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVVanguard Value ETF$129,743,122$2,842,610 ▼-2.1%751,08924.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$119,896,832$8,531,604 ▼-6.6%4,788,21222.9%ETFSPYSPDR S&P 500 ETF Trust$19,769,508$918,523 ▼-4.4%35,3413.8%FinanceAAPLApple$12,402,885$357,408 ▼-2.8%55,8362.4%Computer and TechnologyINTFiShares International Equity Factor ETF$11,302,769$1,160,633 ▼-9.3%366,4972.2%ETFVUGVanguard Growth ETF$10,798,488$858,435 ▼-7.4%29,1212.1%ETFVOOVanguard S&P 500 ETF$8,287,936$622,353 ▼-7.0%16,1271.6%ETFMSFTMicrosoft$7,985,486$492,876 ▼-5.8%21,2731.5%Computer and TechnologyVONEVanguard Russell 1000$7,894,619$546,820 ▼-6.5%31,0981.5%ETFSCHVSchwab U.S. Large-Cap Value ETF$6,387,568$626,437 ▼-8.9%240,3151.2%ETFSCHFSchwab International Equity ETF$6,049,479$548,144 ▼-8.3%305,8381.2%ETFVTIVanguard Total Stock Market ETF$5,071,883$4,569,202 ▲909.0%18,4541.0%ETFGOOGAlphabet$5,028,846$499,619 ▼-9.0%32,1891.0%Computer and TechnologyVBVanguard Small-Cap ETF$4,666,008$244,366 ▲5.5%21,0420.9%ETFSCHXSchwab US Large-Cap ETF$4,382,917$376,773 ▲9.4%198,5020.8%ETFVWOVanguard FTSE Emerging Markets ETF$4,333,870$699,403 ▼-13.9%95,7550.8%ETFJNJJohnson & Johnson$4,019,435$190,217 ▲5.0%24,2370.8%MedicalNVDANVIDIA$3,986,167$160,617 ▲4.2%36,7800.8%Computer and TechnologyAMZNAmazon.com$3,766,807$18,646 ▲0.5%19,7980.7%Retail/WholesaleIQLTiShares MSCI Intl Quality Factor ETF$3,623,876$249,850 ▼-6.4%91,3040.7%ETFIVViShares Core S&P 500 ETF$3,539,348$441,646 ▼-11.1%6,2990.7%ETFBRK.BBerkshire Hathaway$3,378,155$35,150 ▼-1.0%6,3430.6%FinanceMUBiShares National Muni Bond ETF$3,213,145$44,179 ▲1.4%30,4740.6%ETFSEICSEI Investments$3,192,038$92,224 ▼-2.8%41,1190.6%FinanceVVisa$3,157,320$496,255 ▼-13.6%9,0090.6%Business ServicesEFAiShares MSCI EAFE ETF$3,018,778$1,334,650 ▼-30.7%36,9360.6%FinancePGProcter & Gamble$2,841,358$55,726 ▼-1.9%16,6730.5%Consumer StaplesHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$2,397,205$98,534 ▲4.3%95,0520.5%ETFVEAVanguard FTSE Developed Markets ETF$2,320,615$493,056 ▲27.0%45,6540.4%ETFQUALiShares MSCI USA Quality Factor ETF$2,300,139$58,443 ▼-2.5%13,4600.4%ETFSCHBSchwab US Broad Market ETF$2,224,469$413,266 ▲22.8%103,3200.4%ETFGOOGLAlphabet$1,950,915$13,299 ▼-0.7%12,6160.4%Computer and TechnologyCRMSalesforce$1,944,333$144,114 ▼-6.9%7,2450.4%Computer and TechnologyMAMastercard$1,880,374$178,666 ▼-8.7%3,4310.4%Business ServicesJPMJPMorgan Chase & Co.$1,773,174$87,077 ▼-4.7%7,2290.3%FinanceIEMGiShares Core MSCI Emerging Markets ETF$1,708,969$220,523 ▼-11.4%31,6650.3%ETFMRKMerck & Co., Inc.$1,693,669$35,904 ▼-2.1%18,8690.3%MedicalMETAMeta Platforms$1,627,630$10,951 ▲0.7%2,8240.3%Computer and TechnologyLMTLockheed Martin$1,613,193$102,751 ▼-6.0%3,6110.3%AerospaceTMOThermo Fisher Scientific$1,501,148$26,868 ▲1.8%3,0170.3%MedicalIBMInternational Business Machines$1,432,126$159,650 ▼-10.0%5,7590.3%Computer and TechnologyCVXChevron$1,425,400$9,870 ▲0.7%8,5210.3%EnergyIJRiShares Core S&P Small-Cap ETF$1,393,115$15,163 ▲1.1%13,3220.3%ETFXOMExxon Mobil$1,377,582$14,153 ▼-1.0%11,5830.3%EnergyDHRDanaher$1,375,543$193,724 ▲16.4%6,7100.3%MedicalSPGIS&P Global$1,374,621$116,373 ▼-7.8%2,7050.3%Business ServicesSCHDSchwab US Dividend Equity ETF$1,359,899$17,196 ▲1.3%48,6370.3%ETFTSLATesla$1,307,649$124,908 ▲10.6%5,0460.2%Auto/Tires/TrucksABBVAbbVie$1,252,910$46,513 ▼-3.6%5,9800.2%MedicalPFEPfizer$1,147,708$127,233 ▲12.5%45,2920.2%MedicalIJHiShares Core S&P Mid-Cap ETF$1,146,080$44,872 ▼-3.8%19,6410.2%ETFINTUIntuit$1,112,460$69,375 ▼-5.9%1,8120.2%Computer and TechnologyCSCOCisco Systems$1,100,664$77,878 ▼-6.6%17,8360.2%Computer and TechnologyLLYEli Lilly and Company$1,097,770$94,165 ▼-7.9%1,3290.2%MedicalHDHome Depot$1,097,433$9,530 ▼-0.9%2,9940.2%Retail/WholesaleZTSZoetis$1,094,429$238,743 ▲27.9%6,6470.2%MedicalLINDE PLC$1,088,666$69,380 ▼-6.0%2,3380.2%SHSPBAPembina Pipeline$1,081,370$17,853 ▼-1.6%27,0140.2%EnergyPMPhilip Morris International$1,076,702$48,732 ▼-4.3%6,7830.2%Consumer StaplesKOCoca-Cola$1,049,326$50,278 ▼-4.6%14,6510.2%Consumer StaplesMCDMcDonald's$1,045,707$32,795 ▼-3.0%3,3480.2%Retail/WholesaleIWDiShares Russell 1000 Value ETF$1,041,215$230,294 ▼-18.1%5,5340.2%ETFDUKDuke Energy$1,026,979$15,612 ▼-1.5%8,4200.2%UtilitiesVYMVanguard High Dividend Yield ETF$1,025,923$16,121 ▲1.6%7,9550.2%ETFTJXTJX Companies$1,020,149$257,960 ▼-20.2%8,3760.2%Retail/WholesaleCGMUCapital Group Municipal Income ETF$1,015,252$34,974 ▲3.6%37,8540.2%ETFTAT&T$1,008,483$27,262 ▼-2.6%35,6610.2%Computer and TechnologyMCKMcKesson$997,431$14,807 ▲1.5%1,4820.2%MedicalHMOPHartford Municipal Opportunities ETF$994,038$119,578 ▲13.7%25,8530.2%ETFAVGOBroadcom$958,893$53,914 ▼-5.3%5,7270.2%Computer and TechnologyAMTAmerican Tower$946,009$1,741 ▼-0.2%4,3470.2%FinanceIWFiShares Russell 1000 Growth ETF$942,059$876,342 ▼-48.2%2,6090.2%ETFIVWiShares S&P 500 Growth ETF$934,518$1,392 ▼-0.1%10,0670.2%ETFECLEcolab$925,677$95,585 ▼-9.4%3,6510.2%Basic MaterialsUNPUnion Pacific$922,518$7,087 ▲0.8%3,9050.2%TransportationVRSKVerisk Analytics$922,451$125,911 ▼-12.0%3,0990.2%Business ServicesFTNTFortinet$917,550$94,142 ▼-9.3%9,5320.2%Computer and TechnologyAPHAmphenol$911,264$112,358 ▼-11.0%13,8930.2%Computer and TechnologyUNHUnitedHealth Group$900,354$41,378 ▼-4.4%1,7190.2%MedicalAMGNAmgen$888,514$11,215 ▼-1.2%2,8520.2%MedicalVZVerizon Communications$857,119$27,080 ▼-3.1%18,8960.2%Computer and TechnologyETEnergy Transfer$855,780$112 ▼0.0%46,0340.2%EnergyMMCMarsh & McLennan Companies$839,293$78,585 ▲10.3%3,4390.2%FinancePNCThe PNC Financial Services Group$814,070$21,094 ▼-2.5%4,6310.2%FinanceORCLOracle$807,597$11,046 ▼-1.3%5,7760.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$802,217$20,371 ▼-2.5%4,1350.2%ETFVRSNVeriSign$800,452$78,192 ▼-8.9%3,1530.2%Computer and TechnologyWFCWells Fargo & Company$756,197$221,123 ▲41.3%10,5330.1%FinanceIWMiShares Russell 2000 ETF$721,401$90,375 ▼-11.1%3,6160.1%FinanceCOLLCollegium Pharmaceutical$715,6840.0%23,9760.1%MedicalCOSTCostco Wholesale$709,160$14,183 ▼-2.0%7500.1%Retail/WholesaleITGartner$691,312$68,837 ▼-9.1%1,6470.1%Business ServicesCCitigroup$650,274$16,825 ▼-2.5%9,1600.1%FinanceSCHMSchwab U.S. Mid-Cap ETF$645,944$365,259 ▲130.1%24,6540.1%ETFCATCaterpillar$623,010$10,554 ▼-1.7%1,8890.1%IndustrialsXYLXylem$602,337$56,148 ▼-8.5%5,0420.1%Business ServicesAPDAir Products and Chemicals$595,245$8,554 ▼-1.4%2,0180.1%Basic MaterialsQQQInvesco QQQ$592,992$30,470 ▲5.4%1,2650.1%FinanceNFLXNetflix$578,076$12,121 ▲2.1%6200.1%Consumer DiscretionaryWECWEC Energy Group$576,047$13,295 ▼-2.3%5,2860.1%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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