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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 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBM INTERNATIONAL BUSINESS MACHS Technology 8,366.0 $2.4M 0.30% -91.0 -1.1% $281.21 -15.7%
42 MRK MERCK & CO INC Healthcare 18,054.0 $2.3M 0.29% +445.0 +2.5% $128.50 +17.9%
43 SNOW SNOWFLAKE INC Technology 9,020.0 $2.3M 0.29% NEW $254.50 +25.9%
44 CAT CATERPILLAR INC Industrials 2,129.0 $2.3M 0.29% -19.0 -0.9% $1065.01 -24.1%
45 HMOP HARTFORD FDS EXCHANGE TRADED 55,560.0 $2.2M 0.28% +12K +27.1% $39.15 -1.2%
46 AAPL PUT APPLE INC Technology 7,400.0 $2.1M 0.27% NEW $289.36 +9.7%
47 PG PROCTER & GAMBLE CO Consumer Defensive 13,282.0 $1.9M 0.25% -76.0 -0.6% $146.64 -2.3%
48 SCHD SCHWAB STRATEGIC TR 59,845.0 $1.9M 0.24% +7K +13.4% $31.71 +10.5%
49 CSCO CISCO SYS INC Technology 15,758.0 $1.9M 0.23% -856.0 -5.2% $117.46 -5.9%
50 META META PLATFORMS INC Communication Services 3,271.0 $1.8M 0.23% -251.0 -7.1% $563.35 -3.2%
51 MA MASTERCARD INCORPORATED Financial Services 3,552.0 $1.8M 0.23% +184.0 +5.5% $513.62 +12.7%
52 HYMB SPDR SERIES TRUST 71,160.0 $1.8M 0.23% +2K +2.4% $25.44 -2.6%
53 ORCL ORACLE CORP Technology 12,220.0 $1.8M 0.23% -2K -13.4% $146.55 -3.3%
54 LRCX LAM RESEARCH CORP Technology 3,977.0 $1.7M 0.22% -93.0 -2.3% $433.28 -28.8%
55 LMT LOCKHEED MARTIN CORP Industrials 3,359.0 $1.7M 0.22% +473.0 +16.4% $509.47 +12.8%
56 XOM EXXON MOBIL CORP Energy 12,466.0 $1.7M 0.22% -833.0 -6.3% $136.72 +22.5%
57 SCHM SCHWAB STRATEGIC TR 45,112.0 $1.7M 0.21% $36.87 -2.3%
58 IWD ISHARES TR 6,322.0 $1.5M 0.20% +194.0 +3.2% $242.43 +6.4%
59 LLY ELI LILLY & CO Healthcare 1,255.0 $1.5M 0.19% +63.0 +5.3% $1199.35 +5.4%
60 SNOW PUT SNOWFLAKE INC Technology 5,800.0 $1.5M 0.19% NEW $254.50 +25.9%
Page 3 of 13  ·  260 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%