Portfolio (Quarterly)
Guide ↗
THRYVE WEALTH MANAGEMENT LLC
· CIK 0002113283| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | ORCL | ORACLE CORP | Technology | 2,342 | $456K | 0.23% | SOLD |
| 22 | CRM | SALESFORCE INC | Technology | 1,683 | $446K | 0.22% | SOLD |
| 23 | SHOP | SHOPIFY INC | Technology | 2,766 | $445K | 0.22% | SOLD |
| 24 | TFI | SPDR SERIES TRUST | — | 9,456 | $432K | 0.21% | SOLD |
| 25 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,399 | $426K | 0.21% | SOLD |
| 26 | SAP | SAP SE | Technology | 1,746 | $424K | 0.21% | SOLD |
| 27 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,955 | $405K | 0.20% | SOLD |
| 28 | GD | GENERAL DYNAMICS CORP | Industrials | 1,157 | $390K | 0.19% | SOLD |
| 29 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 809 | $379K | 0.19% | SOLD |
| 30 | FFOX | FUNDX INVT TR | — | 13,811 | $377K | 0.19% | SOLD |
| 31 | HD | HOME DEPOT INC | Consumer Cyclical | 1,058 | $364K | 0.18% | SOLD |
| 32 | ABT | ABBOTT LABS | Healthcare | 2,843 | $356K | 0.18% | SOLD |
| 33 | AMGN | AMGEN INC | Healthcare | 1,037 | $339K | 0.17% | SOLD |
| 34 | ENB | ENBRIDGE INC | Energy | 6,124 | $293K | 0.14% | SOLD |
| 35 | MET | METLIFE INC | Financial Services | 3,611 | $285K | 0.14% | SOLD |
| 36 | RPM | RPM INTL INC | Basic Materials | 2,582 | $269K | 0.13% | SOLD |
| 37 | IGSB | ISHARES TR | — | 5,055 | $267K | 0.13% | SOLD |
| 38 | DHI | D R HORTON INC | Consumer Cyclical | 1,839 | $265K | 0.13% | SOLD |
| 39 | NOW | SERVICENOW INC | Technology | 1,655 | $254K | 0.12% | SOLD |
| 40 | D | DOMINION ENERGY INC | Utilities | 4,256 | $249K | 0.12% | SOLD |
Sector Allocation
Financial Services
87.2%
Technology
8.2%
Consumer Cyclical
2.4%
Communication Services
2.2%