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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 7 of 12  ·  238 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 UNH UNITEDHEALTH GROUP INC Healthcare 1,671.0 $551K 0.08% NEW $330.03 +15.8%
122 CME CME GROUP INC Financial Services 1,967.0 $537K 0.08% NEW $273.15 +2.8%
123 MDT MEDTRONIC PLC Healthcare 5,569.0 $535K 0.08% NEW $96.05 -18.8%
124 AMT AMERICAN TOWER CORP NEW Real Estate 2,978.0 $523K 0.08% NEW $175.57 +7.1%
125 MRSH MARSH & MCLENNAN COS INC Financial Services 2,810.0 $521K 0.08% NEW $185.51 -11.4%
126 LNT ALLIANT ENERGY CORP Utilities 7,954.0 $517K 0.08% NEW $65.01 +13.5%
127 SCHA SCHWAB STRATEGIC TR 18,080.0 $515K 0.08% NEW $28.48 +19.3%
128 SOFI SOFI TECHNOLOGIES INC Financial Services 19,492.0 $510K 0.07% NEW $26.18 -37.8%
129 CEG CONSTELLATION ENERGY CORP Utilities 1,396.0 $493K 0.07% NEW $353.25 -17.2%
130 EEM ISHARES TR 8,927.0 $488K 0.07% NEW $54.71 +25.1%
131 NEE NEXTERA ENERGY INC Utilities 6,052.0 $486K 0.07% NEW $80.27 +9.0%
132 ZTS ZOETIS INC Healthcare 3,852.0 $485K 0.07% NEW $125.83 -36.4%
133 APD AIR PRODS & CHEMS INC Basic Materials 1,915.0 $473K 0.07% NEW $247.05 +16.5%
134 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,814.0 $456K 0.07% NEW $161.98 -7.2%
135 ABT ABBOTT LABS Healthcare 3,638.0 $456K 0.07% NEW $125.29 -31.1%
136 DG DOLLAR GEN CORP NEW Consumer Defensive 3,422.0 $454K 0.07% NEW $132.76 -20.3%
137 QCOM QUALCOMM INC Technology 2,653.0 $454K 0.07% NEW $171.02 +36.1%
138 WRB BERKLEY W R CORP Financial Services 6,470.0 $454K 0.07% NEW $70.13 -3.6%
139 PRU PRUDENTIAL FINL INC Financial Services 4,011.0 $453K 0.07% NEW $112.88 -9.0%
140 MS MORGAN STANLEY Financial Services 2,534.0 $450K 0.07% NEW $177.51 +11.4%
Page 7 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%