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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 3 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ECL ECOLAB INC Basic Materials 3,116.0 $829K 0.12% -497.0 -13.8% $266.04 -2.0%
42 DHR DANAHER CORP DEL Healthcare 4,286.0 $813K 0.12% -2K -34.4% $189.62 -7.4%
43 VIG VANGUARD SPECIALIZED FUNDS 3,761.0 $809K 0.12% -127.0 -3.3% $215.05 +8.5%
44 VRSN VERISIGN INC Technology 3,213.0 $798K 0.12% -30.0 -0.9% $248.36 +22.2%
45 VZ VERIZON COMMUNICATIONS INC Communication Services 15,727.0 $790K 0.12% -3K -16.0% $50.20 -2.8%
46 APH AMPHENOL CORP Technology 6,105.0 $771K 0.12% -1K -18.4% $126.35 +10.2%
47 QQQ INVESCO QQQ TR Financial Services 1,210.0 $699K 0.10% -32.0 -2.6% $577.38 +26.1%
48 GD GENERAL DYNAMICS CORP Industrials 1,918.0 $658K 0.10% -248.0 -11.4% $343.27 +0.3%
49 DGRW WISDOMTREE TR 7,439.0 $653K 0.10% -179.0 -2.4% $87.84 +9.8%
50 AGG ISHARES TR 6,521.0 $647K 0.10% -2K -26.9% $99.27 -0.4%
51 AXP AMERICAN EXPRESS CO Financial Services 1,997.0 $604K 0.09% -32.0 -1.6% $302.41 +4.0%
52 PEP PEPSICO INC Consumer Defensive 3,879.0 $602K 0.09% -568.0 -12.8% $155.29 -4.8%
53 XYL XYLEM INC Industrials 4,928.0 $589K 0.09% -87.0 -1.7% $119.50 -6.3%
54 ENTERGY CORP NEW 5,150.0 $579K 0.09% -1K -19.2% $112.36
55 VRSK VERISK ANALYTICS INC Industrials 3,004.0 $570K 0.09% -1K -25.4% $189.76 -9.7%
56 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 8,432.0 $566K 0.08% -680.0 -7.5% $67.07 +20.8%
57 LNT ALLIANT ENERGY CORP Utilities 7,870.0 $565K 0.08% -84.0 -1.1% $71.76 +2.8%
58 SO SOUTHERN CO Utilities 5,584.0 $539K 0.08% -873.0 -13.5% $96.52 -2.1%
59 SCHA SCHWAB STRATEGIC TR 17,599.0 $512K 0.08% -481.0 -2.7% $29.08 +16.9%
60 CMI CUMMINS INC Industrials 943.0 $507K 0.08% -264.0 -21.9% $538.02 +23.7%
Page 3 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%