Portfolio (Quarterly)
Guide ↗
THRYVE WEALTH MANAGEMENT LLC
· CIK 0002113283| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | PHO | INVESCO EXCHANGE TRADED FD T | — | 100,872 | $6.7M | 4.50% | SOLD |
| 2 | AOA | ISHARES TR | — | 12,075 | $1.1M | 0.71% | SOLD |
| 3 | MSTR | STRATEGY INC | Technology | 5,265 | $657K | 0.44% | SOLD |
| 4 | IQDG | WISDOMTREE TR | — | 10,045 | $403K | 0.27% | SOLD |
| 5 | IJS | ISHARES TR | — | 3,126 | $370K | 0.25% | SOLD |
| 6 | IWS | ISHARES TR | — | 2,294 | $334K | 0.22% | SOLD |
| 7 | DGRE | WISDOMTREE TR | — | 9,106 | $302K | 0.20% | SOLD |
| 8 | IJT | ISHARES TR | — | 1,966 | $284K | 0.19% | SOLD |
| 9 | SCZ | ISHARES TR | — | 3,312 | $260K | 0.17% | SOLD |
Sector Allocation
Financial Services
91.8%
Technology
5.8%
Consumer Cyclical
1.8%
Communication Services
0.5%