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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 2 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VBIL VANGUARD INSTL INDEX FD 18,185.0 $1.4M 0.17% -100.0 -0.6% $75.68 -0.1%
22 TJX TJX COS INC NEW Consumer Cyclical 8,819.0 $1.3M 0.17% -106.0 -1.2% $151.50 -4.6%
23 IVW ISHARES TR 9,612.0 $1.3M 0.17% -122.0 -1.2% $137.52 +1.3%
24 AMAT APPLIED MATLS INC Technology 1,804.0 $1.3M 0.17% -19.0 -1.0% $722.93 -31.4%
25 CVX CHEVRON CORPORATION Energy 7,094.0 $1.2M 0.15% -632.0 -8.2% $165.77 +24.1%
26 AMGN AMGEN INC Healthcare 3,218.0 $1.2M 0.15% -28.0 -0.9% $362.16 +22.1%
27 KO COCA COLA CO Consumer Defensive 13,914.0 $1.1M 0.14% -287.0 -2.0% $81.27 +11.2%
28 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,250.0 $1.1M 0.14% -292.0 -11.5% $501.45 +22.4%
29 LIN LINDE PLC Basic Materials 2,102.0 $1.1M 0.14% -48.0 -2.2% $519.06 -7.3%
30 FORTINET INC 7,090.0 $1.1M 0.14% -471.0 -6.2% $153.62
31 C CITIGROUP INC Financial Services 7,474.0 $1.0M 0.13% -509.0 -6.4% $139.97 -5.1%
32 IWM ISHARES TR 3,341.0 $1.0M 0.13% -155.0 -4.4% $300.45 +0.4%
33 HD HOME DEPOT INC Consumer Cyclical 2,800.0 $987K 0.12% -137.0 -4.7% $352.63 -2.4%
34 CRM SALESFORCE INC Technology 6,101.0 $956K 0.12% -650.0 -9.6% $156.67 +31.5%
35 ITOT ISHARES TR 5,540.0 $910K 0.12% -35.0 -0.6% $164.26 +2.7%
36 INTC INTEL CORP Technology 6,389.0 $892K 0.11% -293.0 -4.4% $139.63 -33.5%
37 UNP UNION PAC CORP Industrials 3,249.0 $884K 0.11% -519.0 -13.8% $271.99 +11.0%
38 VIG VANGUARD SPECIALIZED FUNDS 3,718.0 $880K 0.11% -43.0 -1.1% $236.64 +3.5%
39 MCD MCDONALDS CORP Consumer Cyclical 3,182.0 $860K 0.11% -39.0 -1.2% $270.31 -1.1%
40 ECL ECOLAB INC Basic Materials 3,054.0 $851K 0.11% -62.0 -2.0% $278.63 +2.5%
Page 2 of 6  ·  116 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%