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Portfolio (Quarterly) Guide ↗

Thrive Wealth Management, LLC

· CIK 0001847610
13F Portfolio $787M AUM 260 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 40 New 69 Added 116 Reduced 11 Exited
Page 2 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWF ISHARES TR 20,236.0 $2.5M 0.32% +17K +458.9% $124.17 -1.8%
22 IJR ISHARES TR 16,875.0 $2.5M 0.32% +258.0 +1.6% $148.31 -1.2%
23 AVGO BROADCOM INC Technology 6,564.0 $2.5M 0.32% +198.0 +3.1% $377.73 -3.9%
24 TSLA TESLA INC Consumer Cyclical 5,779.0 $2.4M 0.31% +188.0 +3.4% $420.62 -18.4%
25 MRK MERCK & CO INC Healthcare 18,054.0 $2.3M 0.29% +445.0 +2.5% $128.50 +17.7%
26 HMOP HARTFORD FDS EXCHANGE TRADED 55,560.0 $2.2M 0.28% +12K +27.1% $39.15 -1.3%
27 SCHD SCHWAB STRATEGIC TR 59,845.0 $1.9M 0.24% +7K +13.4% $31.71 +10.5%
28 MA MASTERCARD INCORPORATED Financial Services 3,552.0 $1.8M 0.23% +184.0 +5.5% $513.62 +12.4%
29 HYMB SPDR SERIES TRUST 71,160.0 $1.8M 0.23% +2K +2.4% $25.44 -2.5%
30 LMT LOCKHEED MARTIN CORP Industrials 3,359.0 $1.7M 0.22% +473.0 +16.4% $509.47 +12.4%
31 IWD ISHARES TR 6,322.0 $1.5M 0.20% +194.0 +3.2% $242.43 +6.3%
32 LLY ELI LILLY & CO Healthcare 1,255.0 $1.5M 0.19% +63.0 +5.3% $1199.35 +5.3%
33 CGHM CAPITAL GRP FIXED INCM ETF T 54,624.0 $1.4M 0.18% +10K +21.2% $25.85 -1.8%
34 AMD ADVANCED MICRO DEVICES INC Technology 2,374.0 $1.4M 0.17% +12.0 +0.5% $580.99 -20.2%
35 PM PHILIP MORRIS INTL INC Consumer Defensive 6,918.0 $1.3M 0.16% +43.0 +0.6% $180.91 +7.2%
36 QQQ INVESCO QQQ TR Financial Services 1,574.0 $1.2M 0.15% +364.0 +30.1% $736.23 -3.3%
37 PYLD PIMCO ETF TR 42,549.0 $1.1M 0.14% +5K +14.6% $26.52 -1.3%
38 MU MICRON TECHNOLOGY INC Technology 706.0 $815K 0.10% +24.0 +3.5% $1154.98 -17.1%
39 VCSH VANGUARD SCOTTSDALE FDS 10,064.0 $795K 0.10% +7K +269.3% $79.03 -0.5%
40 WMT WALMART INC Consumer Defensive 6,894.0 $781K 0.10% +343.0 +5.2% $113.26 -7.9%
Page 2 of 4  ·  69 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.6%
Technology 28.3%
Healthcare 9.2%
Communication Services 8.6%
Industrials 8.5%
Consumer Cyclical 6.1%
Consumer Defensive 3.5%
Energy 2.3%
Utilities 2.2%
Basic Materials 1.4%