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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 6 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BSX BOSTON SCIENTIFIC CORP Healthcare 7,387.0 $704K 0.10% NEW $95.35 -45.6%
102 VTES VANGUARD WELLINGTON FD 6,741.0 $685K 0.10% NEW $101.57 -0.6%
103 XYL XYLEM INC Industrials 5,015.0 $683K 0.10% NEW $136.19 -17.7%
104 DGRW WISDOMTREE TR 7,618.0 $681K 0.10% NEW $89.43 +7.8%
105 WMT WALMART INC Consumer Defensive 6,100.0 $680K 0.10% NEW $111.42 +6.9%
106 COST COSTCO WHSL CORP NEW Consumer Defensive 780.0 $673K 0.10% NEW $862.76 +17.1%
107 BAC BANK AMERICA CORP Financial Services 11,878.0 $653K 0.10% NEW $55.00 -6.4%
108 PEP PEPSICO INC Consumer Defensive 4,447.0 $638K 0.09% NEW $143.52 +3.0%
109 EFX EQUIFAX INC Industrials 2,907.0 $631K 0.09% NEW $216.98 -24.4%
110 CMI CUMMINS INC Industrials 1,207.0 $616K 0.09% NEW $510.45 +30.4%
111 RBLX ROBLOX CORP Technology 7,468.0 $605K 0.09% NEW $81.03 -42.8%
112 FORTINET INC 7,489.0 $595K 0.09% NEW $79.41
113 NFLX NETFLIX INC Communication Services 6,338.0 $594K 0.09% NEW $93.75 -6.1%
114 LRCX LAM RESEARCH CORP Technology 3,463.0 $593K 0.09% NEW $171.16 +85.8%
115 ENTERGY CORP NEW 6,375.0 $589K 0.09% NEW $92.43
116 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 9,112.0 $586K 0.09% NEW $64.31 +25.9%
117 WEC WEC ENERGY GROUP INC Utilities 5,348.0 $564K 0.08% NEW $105.46 +7.4%
118 SO SOUTHERN CO Utilities 6,457.0 $563K 0.08% NEW $87.20 +8.3%
119 LPLA LPL FINL HLDGS INC Financial Services 1,570.0 $561K 0.08% NEW $357.17 -23.4%
120 GS GOLDMAN SACHS GROUP INC Financial Services 633.0 $556K 0.08% NEW $878.82 +11.4%
Page 6 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%