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Portfolio (Quarterly) Guide ↗

Thrive Wealth Management, LLC

· CIK 0001847610
13F Portfolio $681M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 238 New
Page 11 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 COP CONOCOPHILLIPS Energy 2,714.0 $254K 0.04% NEW $93.62 +23.9%
202 IWR ISHARES TR 2,633.0 $253K 0.04% NEW $96.27 +10.9%
203 PYPL PAYPAL HLDGS INC Financial Services 4,317.0 $252K 0.04% NEW $58.38 -24.9%
204 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,067.0 $252K 0.04% NEW $49.65 -14.3%
205 CB CHUBB LIMITED Financial Services 790.0 $247K 0.04% NEW $312.21 +2.9%
206 USMV ISHARES TR 2,526.0 $238K 0.04% NEW $94.16 +2.3%
207 BEAM BEAM THERAPEUTICS INC Healthcare 8,488.0 $235K 0.04% NEW $27.72 +17.5%
208 SPY CALL SPDR S&P 500 ETF TR Financial Services 3,900.0 $234K 0.03% NEW $59.95 +1150.2%
209 EPD ENTERPRISE PRODS PARTNERS L Energy 7,197.0 $231K 0.03% NEW $32.06 +19.1%
210 BOIL PROSHARES TR II Financial Services 10,000.0 $229K 0.03% NEW $22.90 -40.8%
211 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 749.0 $227K 0.03% NEW $303.72 +38.3%
212 TTAN SERVICETITAN INC Technology 2,130.0 $227K 0.03% NEW $106.50 -41.3%
213 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 3,295.0 $225K 0.03% NEW $68.36 -14.7%
214 SMH VANECK ETF TRUST 625.0 $225K 0.03% NEW $360.31 +64.5%
215 TRV TRAVELERS COMPANIES INC Financial Services 761.0 $221K 0.03% NEW $290.15 +4.1%
216 BSY BENTLEY SYS INC Technology 5,739.0 $219K 0.03% NEW $38.17 -15.6%
217 IQVIA HLDGS INC 968.0 $218K 0.03% NEW $225.41
218 TRMB TRIMBLE INC Technology 2,779.0 $218K 0.03% NEW $78.35 -30.4%
219 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 2,400.0 $216K 0.03% NEW $90.03 -6.7%
220 MMM 3M CO Industrials 1,341.0 $215K 0.03% NEW $160.10 -2.8%
Page 11 of 12  ·  238 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 31.0%
Technology 25.7%
Healthcare 10.1%
Communication Services 8.6%
Industrials 7.9%
Consumer Cyclical 6.2%
Consumer Defensive 3.7%
Energy 2.7%
Utilities 2.3%
Basic Materials 1.3%