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Portfolio (Quarterly) Guide ↗

Thrive Wealth Management, LLC

· CIK 0001847610
13F Portfolio $671M AUM 231 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New 76 Added 104 Reduced 30 Exited
Page 2 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHM SCHWAB STRATEGIC TR 45,318.0 $1.4M 0.21% -3K -6.7% $30.96 +13.7%
22 VBIL VANGUARD INSTL INDEX FD 18,285.0 $1.4M 0.21% -3K -13.0% $75.65 -0.0%
23 CSCO CISCO SYS INC Technology 16,614.0 $1.3M 0.19% -381.0 -2.2% $77.59 +52.2%
24 CRM SALESFORCE INC Technology 6,751.0 $1.3M 0.19% -110.0 -1.6% $186.67 -2.3%
25 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,542.0 $1.2M 0.19% -830.0 -24.6% $491.47 -7.4%
26 VYM VANGUARD WHITEHALL FDS 7,834.0 $1.2M 0.17% -170.0 -2.1% $148.11 +7.1%
27 IJH ISHARES TR 17,104.0 $1.2M 0.17% -187.0 -1.1% $67.53 +10.5%
28 AMGN AMGEN INC Healthcare 3,246.0 $1.1M 0.17% -36.0 -1.1% $351.80 -3.0%
29 PM PHILIP MORRIS INTL INC Consumer Defensive 6,875.0 $1.1M 0.17% -415.0 -5.7% $165.35 +9.8%
30 IVW ISHARES TR 9,734.0 $1.1M 0.16% -90.0 -0.9% $113.11 +21.8%
31 KO COCA COLA CO Consumer Defensive 14,201.0 $1.1M 0.16% -1K -7.0% $76.05 +7.4%
32 DUK DUKE ENERGY CORP NEW Utilities 8,159.0 $1.1M 0.16% -668.0 -7.6% $130.95 -4.3%
33 LIN LINDE PLC Basic Materials 2,150.0 $1.1M 0.16% -69.0 -3.1% $495.87 +3.8%
34 PBA PEMBINA PIPELINE CORP Energy 23,421.0 $1.0M 0.16% -3K -10.5% $44.76 +6.8%
35 MCD MCDONALDS CORP Consumer Cyclical 3,221.0 $1.0M 0.15% -244.0 -7.0% $310.75 -8.9%
36 SPGI S&P GLOBAL INC Financial Services 2,212.0 $941K 0.14% -422.0 -16.0% $425.39 -2.2%
37 UNP UNION PAC CORP Industrials 3,768.0 $914K 0.14% -497.0 -11.7% $242.65 +13.2%
38 C CITIGROUP INC Financial Services 7,983.0 $905K 0.14% -1K -14.1% $113.41 +10.3%
39 T AT&T INC Communication Services 30,792.0 $893K 0.13% -4K -12.1% $28.99 -13.0%
40 WFC WELLS FARGO & CO Financial Services 10,544.0 $839K 0.12% -1K -10.4% $79.61 -4.9%
Page 2 of 6  ·  104 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 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%