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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 11 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BBMC J P MORGAN EXCHANGE TRADED F 2,281.0 $290K 0.04% $127.15 +1.5%
202 SDY SPDR SERIES TRUST 1,888.0 $287K 0.04% $152.21 +4.4%
203 CRWD CROWDSTRIKE HLDGS INC Technology 374.0 $285K 0.04% NEW $190.78 +5.7%
204 BEAM BEAM THERAPEUTICS INC Healthcare 8,177.0 $281K 0.04% NEW $34.32 -15.3%
205 WSO WATSCO INC Industrials 673.0 $280K 0.04% $416.73 -23.3%
206 PRU PRUDENTIAL FINL INC Financial Services 2,534.0 $274K 0.04% -317.0 -11.1% $107.94 +13.2%
207 DUHP DIMENSIONAL ETF TRUST 6,468.0 $270K 0.03% $41.73 +1.9%
208 BROOKFIELD ASSET MANAGMT LTD 6,000.0 $269K 0.03% NEW $44.85
209 LOW LOWES COS INC Consumer Cyclical 1,210.0 $267K 0.03% -46.0 -3.7% $220.47 +0.1%
210 EPD ENTERPRISE PRODS PARTNERS L Energy 7,212.0 $265K 0.03% $36.76 +3.7%
211 ES EVERSOURCE ENERGY Utilities 3,643.0 $263K 0.03% -512.0 -12.3% $72.27 -0.4%
212 COHR COHERENT CORP Technology 666.0 $263K 0.03% NEW $394.47 -27.1%
213 RIO RIO TINTO PLC Basic Materials 2,767.0 $263K 0.03% $94.93 +5.8%
214 BIL SPDR SERIES TRUST 2,866.0 $263K 0.03% NEW $91.64 -0.1%
215 CVS CVS HEALTH CORP Healthcare 2,527.0 $261K 0.03% NEW $103.46 -9.5%
216 CB CHUBB LIMITED Financial Services 764.0 $260K 0.03% -30.0 -3.8% $340.84 +0.0%
217 EBAY EBAY INC. Consumer Cyclical 2,324.0 $260K 0.03% -51.0 -2.1% $111.77 -8.2%
218 BLK BLACKROCK INC Financial Services 260.0 $250K 0.03% -12.0 -4.4% $961.90 +20.5%
219 WDC WESTERN DIGITAL CORP Technology 386.0 $247K 0.03% NEW $638.72 -27.7%
220 TRV TRAVELERS COMPANIES INC Financial Services 737.0 $243K 0.03% -19.0 -2.5% $330.33 +9.7%
Page 11 of 13  ·  260 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%