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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 3 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPGI S&P GLOBAL INC Financial Services 2,084.0 $849K 0.11% -128.0 -5.8% $407.21 +4.8%
42 APH AMPHENOL CORP Technology 4,748.0 $837K 0.11% -1K -22.2% $176.30 -11.5%
43 RTX RTX CORPORATION Industrials 4,411.0 $837K 0.11% -85.0 -1.9% $189.73 +16.1%
44 WFC WELLS FARGO & CO Financial Services 9,884.0 $817K 0.10% -660.0 -6.3% $82.64 +4.0%
45 DUK DUKE ENERGY CORP NEW Utilities 6,349.0 $804K 0.10% -2K -22.2% $126.57 -2.4%
46 PNC PNC FINL SVCS GROUP INC Financial Services 3,200.0 $788K 0.10% -1K -31.9% $246.25 +0.1%
47 VRSN VERISIGN INC Technology 3,114.0 $783K 0.10% -99.0 -3.1% $251.56 +8.5%
48 DHR DANAHER CORP DEL Healthcare 4,008.0 $763K 0.10% -278.0 -6.5% $190.48 +11.0%
49 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 795.0 $744K 0.09% -10.0 -1.2% $935.28 +2.3%
50 PBA PEMBINA PIPELINE CORP Energy 15,313.0 $708K 0.09% -8K -34.6% $46.25 +4.9%
51 PFE PFIZER INC Healthcare 28,655.0 $690K 0.09% -522.0 -1.8% $24.08 +17.3%
52 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 7,711.0 $671K 0.09% -721.0 -8.6% $87.04 +4.0%
53 BAC BANK OF AMER CORP Financial Services 11,737.0 $669K 0.09% -423.0 -3.5% $56.98 +10.9%
54 AXP AMERICAN EXPRESS CO Financial Services 1,943.0 $657K 0.08% -54.0 -2.7% $338.26 +0.5%
55 GD GENERAL DYNAMICS CORP Industrials 1,836.0 $651K 0.08% -82.0 -4.3% $354.33 +10.7%
56 VZ VERIZON COMMUNICATIONS INC Communication Services 14,978.0 $634K 0.08% -749.0 -4.8% $42.34 +16.6%
57 SCHA SCHWAB STRATEGIC TR 16,688.0 $603K 0.08% -911.0 -5.2% $36.13 -3.2%
58 LNT ALLIANT ENERGY CORP Utilities 7,792.0 $594K 0.08% -78.0 -1.0% $76.29 -8.0%
59 ENTERGY CORP NEW 5,067.0 $582K 0.07% -83.0 -1.6% $114.86
60 PLTR PALANTIR TECHNOLOGIES INC Technology 4,824.0 $563K 0.07% -1K -17.8% $116.67 +50.2%
Page 3 of 6  ·  116 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%