Thrive Wealth Management, LLC Top Holdings and 13F Report (2025) About Thrive Wealth Management, LLCInvestment ActivityThrive Wealth Management, LLC has $556.14 million in total holdings as of December 31, 2024.Thrive Wealth Management, LLC owns shares of 196 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 25.27% of the portfolio was purchased this quarter.About 2.69% of the portfolio was sold this quarter.This quarter, Thrive Wealth Management, LLC has purchased 214 new stocks and bought additional shares in 65 stocks.Thrive Wealth Management, LLC sold shares of 112 stocks and completely divested from 32 stocks this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $142,943,312Vanguard Value ETF $129,945,363SPDR S&P 500 ETF Trust $21,674,803Apple $14,385,440Vanguard Growth ETF $12,902,582 Largest New Holdings this Quarter iShares S&P 500 Value ETF $1,800,667 HoldingSPDR S&P MidCap 400 ETF Trust $673,813 HoldingiShares Core U.S. Aggregate Bond ETF $643,833 HoldingBLACKROCK INC $356,738 HoldingPALANTIR TECHNOLOGIES INC $341,091 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 3,848,061 shares (about $107.25M)Schwab U.S. Large-Cap Value ETF 178,767 shares (about $4.66M)Schwab International Equity ETF 180,950 shares (about $3.35M)Vanguard Value ETF 17,230 shares (about $2.92M)Schwab US Large-Cap ETF 122,095 shares (about $2.83M) Largest Sales this Quarter Microsoft 971 shares (about $409.27K)Pfizer 14,354 shares (about $380.81K)Capital Group Municipal Income ETF 10,763 shares (about $289.74K)iShares MSCI Intl Quality Factor ETF 6,585 shares (about $244.43K)American Tower 1,005 shares (about $184.33K) 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 PortfolioSectorSCHGSchwab U.S. Large-Cap Growth ETF$142,943,312$107,245,464 ▲300.4%5,128,93125.7%ETFVTVVanguard Value ETF$129,945,363$2,917,039 ▲2.3%767,54523.4%ETFSPYSPDR S&P 500 ETF Trust$21,674,803$253,184 ▲1.2%36,9833.9%FinanceAAPLApple$14,385,440$2,144,857 ▲17.5%57,4452.6%Computer and TechnologyVUGVanguard Growth ETF$12,902,582$116,565 ▲0.9%31,4362.3%ETFINTFiShares International Equity Factor ETF$11,606,728$26,968 ▼-0.2%404,1312.1%ETFMSFTMicrosoft$9,519,801$409,268 ▼-4.1%22,5861.7%Computer and TechnologyVOOVanguard S&P 500 ETF$9,341,871$1,078 ▼0.0%17,3381.7%ETFVONEVanguard Russell 1000$8,869,052$24,805 ▲0.3%33,2521.6%ETFSCHVSchwab U.S. Large-Cap Value ETF$6,879,430$4,660,456 ▲210.0%263,8831.2%ETFGOOGAlphabet$6,739,176$2,409,093 ▲55.6%35,3871.2%Computer and TechnologySCHFSchwab International Equity ETF$6,170,674$3,347,574 ▲118.6%333,5501.1%ETFVWOVanguard FTSE Emerging Markets ETF$4,897,620$63,418 ▲1.3%111,2080.9%ETFVBVanguard Small-Cap ETF$4,791,242$30,756 ▼-0.6%19,9400.9%ETFNVDANVIDIA$4,740,174$233,262 ▲5.2%35,2980.9%Computer and TechnologyAMZNAmazon.com$4,321,979$69,766 ▼-1.6%19,7000.8%Retail/WholesaleSCHXSchwab US Large-Cap ETF$4,205,726$2,830,157 ▲205.7%181,4380.8%ETFIVViShares Core S&P 500 ETF$4,171,014$864,227 ▲26.1%7,0850.7%ETFEFAiShares MSCI EAFE ETF$4,027,441$1,333,836 ▲49.5%53,2660.7%FinanceIQLTiShares MSCI Intl Quality Factor ETF$3,622,859$244,434 ▼-6.3%97,5990.7%ETFSEICSEI Investments$3,489,450$29,857 ▲0.9%42,3070.6%FinanceJNJJohnson & Johnson$3,339,231$93,857 ▼-2.7%23,0900.6%MedicalVVisa$3,294,624$69,211 ▼-2.1%10,4250.6%Business ServicesMUBiShares National Muni Bond ETF$3,202,374$111,878 ▲3.6%30,0550.6%ETFBRK.BBerkshire Hathaway$2,905,072$15,412 ▲0.5%6,4090.5%FinancePGProcter & Gamble$2,850,073$323,399 ▲12.8%17,0000.5%Consumer StaplesCRMSalesforce$2,601,817$2,675 ▼-0.1%7,7820.5%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$2,457,793$137,474 ▲5.9%13,8020.4%ETFGOOGLAlphabet$2,404,558$56,413 ▲2.4%12,7020.4%Computer and TechnologyHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$2,331,486$121,403 ▼-4.9%91,1450.4%ETFIWFiShares Russell 1000 Growth ETF$2,022,517$1,003,226 ▲98.4%5,0360.4%ETFMAMastercard$1,978,549$4,213 ▼-0.2%3,7570.4%Business ServicesMRKMerck & Co., Inc.$1,916,857$94,903 ▼-4.7%19,2690.3%MedicalSCHBSchwab US Broad Market ETF$1,909,635$1,302,865 ▲214.7%84,1250.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,866,903$39,478 ▼-2.1%35,7510.3%ETFLMTLockheed Martin$1,866,278$34,012 ▲1.9%3,8410.3%AerospaceTSLATesla$1,843,126$148,613 ▼-7.5%4,5640.3%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$1,818,000$13,664 ▼-0.7%7,5840.3%FinanceIVEiShares S&P 500 Value ETF$1,800,667$1,800,667 ▲New Holding9,4340.3%ETFVEAVanguard FTSE Developed Markets ETF$1,719,338$67,570 ▲4.1%35,9540.3%ETFMETAMeta Platforms$1,642,250$585 ▼0.0%2,8050.3%Computer and TechnologyTMOThermo Fisher Scientific$1,541,577$128,508 ▼-7.7%2,9630.3%MedicalIJRiShares Core S&P Small-Cap ETF$1,518,289$128,243 ▼-7.8%13,1770.3%ETFSPGIS&P Global$1,461,174$28,885 ▼-1.9%2,9340.3%Business ServicesIBMInternational Business Machines$1,407,228$104,426 ▼-6.9%6,4010.3%Computer and TechnologyAVGOBroadcom$1,402,511$104,336 ▼-6.9%6,0490.3%Computer and TechnologyDHRDanaher$1,323,416$81,035 ▼-5.8%5,7650.2%Multi-Sector ConglomeratesSCHDSchwab US Dividend Equity ETF$1,311,969$881,212 ▲204.6%48,0220.2%ETFIJHiShares Core S&P Mid-Cap ETF$1,271,722$35,267 ▲2.9%20,4100.2%ETFTJXTJX Companies$1,267,786$74,298 ▼-5.5%10,4940.2%Retail/WholesaleXOMExxon Mobil$1,258,788$72,825 ▼-5.5%11,7020.2%Oils/EnergyIWDiShares Russell 1000 Value ETF$1,251,189$196,806 ▲18.7%6,7580.2%ETFCVXChevron$1,225,620$109,642 ▼-8.2%8,4620.2%Oils/EnergyINTUIntuit$1,210,008$42,115 ▼-3.4%1,9250.2%Computer and TechnologyHDHome Depot$1,174,884$7,392 ▼-0.6%3,0200.2%Retail/WholesaleCSCOCisco Systems$1,130,573$4,321 ▼-0.4%19,0980.2%Computer and TechnologyLLYEli Lilly and Company$1,113,775$48,626 ▼-4.2%1,4430.2%MedicalABBVAbbVie$1,102,066$7,463 ▲0.7%6,2020.2%MedicalAPHAmphenol$1,083,806$71,948 ▼-6.2%15,6060.2%Computer and TechnologyPFEPfizer$1,068,395$380,814 ▼-26.3%40,2710.2%MedicalLINDE PLC$1,041,232$4,187 ▲0.4%2,4870.2%SHSIVWiShares S&P 500 Growth ETF$1,023,628$130,771 ▲14.6%10,0820.2%ETFPBAPembina Pipeline$1,014,647$15,076 ▼-1.5%27,4600.2%Oils/EnergyMCDMcDonald's$1,001,105$11,597 ▲1.2%3,4530.2%Retail/WholesaleVYMVanguard High Dividend Yield ETF$998,975$3,445 ▼-0.3%7,8300.2%ETFFTNTFortinet$992,985$5,858 ▲0.6%10,5100.2%Computer and TechnologyCGMUCapital Group Municipal Income ETF$983,936$289,743 ▼-22.7%36,5500.2%ETFORCLOracle$975,664$96,150 ▲10.9%5,8550.2%Computer and TechnologyVRSKVerisk Analytics$970,084$16,802 ▼-1.7%3,5220.2%Business ServicesKOCoca-Cola$955,897$22,912 ▼-2.3%15,3530.2%Consumer StaplesECLEcolab$943,737$17,572 ▼-1.8%4,0280.2%Basic MaterialsDUKDuke Energy$920,913$12,174 ▼-1.3%8,5480.2%UtilitiesPNCThe PNC Financial Services Group$916,229$128,245 ▼-12.3%4,7510.2%FinanceUNHUnitedHealth Group$909,648$63,746 ▼-6.5%1,7980.2%MedicalETEnergy Transfer$901,932$118 ▲0.0%46,0400.2%Oils/EnergyIWMiShares Russell 2000 ETF$899,086$186,048 ▲26.1%4,0690.2%FinanceUNPUnion Pacific$883,716$80,276 ▼-8.3%3,8750.2%TransportationHMOPHartford Municipal Opportunities ETF$879,244$327,682 ▲59.4%22,7430.2%ETFITGartner$877,375$31,491 ▼-3.5%1,8110.2%Business ServicesPMPhilip Morris International$853,308$18,534 ▼-2.1%7,0900.2%Consumer StaplesZTSZoetis$846,799$182,982 ▼-17.8%5,1970.2%MedicalTAT&T$833,947$18,922 ▼-2.2%36,6250.1%Computer and TechnologyMCKMcKesson$832,120$21,088 ▼-2.5%1,4600.1%MedicalVIGVanguard Dividend Appreciation ETF$830,303$28,786 ▲3.6%4,2400.1%ETFAMTAmerican Tower$798,761$184,329 ▼-18.8%4,3550.1%FinanceVZVerizon Communications$779,542$48,789 ▼-5.9%19,4930.1%Computer and TechnologyAMGNAmgen$752,730$3,388 ▲0.5%2,8880.1%MedicalVRSNVeriSign$716,289$1,242 ▼-0.2%3,4610.1%Computer and TechnologyCOSTCostco Wholesale$700,625$6,411 ▼-0.9%7650.1%Retail/WholesaleCATCaterpillar$697,015$3,266 ▼-0.5%1,9210.1%Industrial ProductsCOLLCollegium Pharmaceutical$686,912$2,521 ▼-0.4%23,9760.1%MedicalIWBiShares Russell 1000 ETF$684,268$296,387 ▲76.4%2,1240.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$673,813$673,813 ▲New Holding1,1830.1%ETFMMCMarsh & McLennan Companies$662,101$3,611 ▼-0.5%3,1170.1%FinanceCCitigroup$661,470$22,877 ▼-3.3%9,3970.1%FinanceEEMiShares MSCI Emerging Markets ETF$660,929$238,920 ▲56.6%15,8040.1%FinanceAGGiShares Core U.S. Aggregate Bond ETF$643,833$643,833 ▲New Holding6,6440.1%FinanceXYLXylem$639,502$30,165 ▼-4.5%5,5120.1%Business ServicesADBEAdobe$639,450$21,345 ▼-3.2%1,4380.1%Computer and TechnologyQQQInvesco QQQ$613,619$1,534 ▼-0.2%1,2000.1%FinanceShowing 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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