Portfolio (Quarterly)
Guide ↗
Thrive Wealth Management, LLC
· CIK 0001847610| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | — | IQVIA HLDGS INC | — | 968 | $218K | 0.03% | SOLD |
| 22 | TRMB | TRIMBLE INC | Technology | 2,779 | $218K | 0.03% | SOLD |
| 23 | MMM | 3M CO | Industrials | 1,341 | $215K | 0.03% | SOLD |
| 24 | BA | BOEING CO | Industrials | 980 | $213K | 0.03% | SOLD |
| 25 | CVS | CVS HEALTH CORP | Healthcare | 2,673 | $212K | 0.03% | SOLD |
| 26 | VOYA | VOYA FINANCIAL INC | Financial Services | 2,776 | $207K | 0.03% | SOLD |
| 27 | MCO | MOODYS CORP | Financial Services | 404 | $207K | 0.03% | SOLD |
| 28 | MDLV | EA SERIES TRUST | — | 7,279 | $206K | 0.03% | SOLD |
| 29 | XLK | SELECT SECTOR SPDR TR | — | 1,406 | $202K | 0.03% | SOLD |
| 30 | THO | THOR INDS INC | Consumer Cyclical | 1,955 | $201K | 0.03% | SOLD |
Sector Allocation
Financial Services
30.2%
Technology
24.9%
Healthcare
9.9%
Communication Services
9.0%
Industrials
7.9%
Consumer Cyclical
6.4%
Consumer Defensive
3.8%
Energy
3.7%
Utilities
2.6%
Basic Materials
1.4%