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Portfolio (Quarterly) Guide ↗

Thrive Wealth Management, LLC

· CIK 0001847610
13F Portfolio $671M AUM 231 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New 76 Added 104 Reduced 30 Exited
Page 12 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BCAX BICARA THERAPEUTICS INC Healthcare 10,344.0 $206K 0.03% NEW $19.89 +12.2%
222 OKE ONEOK INC NEW Energy 2,275.0 $206K 0.03% -546.0 -19.4% $90.39 -0.9%
223 GILD GILEAD SCIENCES INC Healthcare 1,474.0 $205K 0.03% NEW $139.41 -3.0%
224 GDV GABELLI DIVID & INCOME TR Financial Services 7,500.0 $202K 0.03% $26.93 +9.0%
225 CI THE CIGNA GROUP Healthcare 756.0 $202K 0.03% NEW $266.65 +7.1%
226 ONDS ONDAS INC Technology 13,024.0 $118K 0.02% NEW $9.04 +15.6%
227 AGH AUREUS GREENWAY HLDGS INC Consumer Cyclical 30,000.0 $102K 0.01% NEW $3.39 +27.7%
228 EDIT EDITAS MEDICINE INC Healthcare 33,500.0 $83K 0.01% $2.47 +44.7%
229 CRBU CARIBOU BIOSCIENCES INC Healthcare 32,000.0 $61K 0.01% $1.90 +21.6%
230 BBAI BIGBEAR AI HLDGS INC Technology 11,589.0 $41K 0.01% NEW $3.52 +24.4%
231 OABI OMNIAB INC Healthcare 17,281.0 $27K 0.00% $1.57 +64.3%
Page 12 of 12  ·  231 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 30.2%
Technology 24.9%
Healthcare 9.9%
Communication Services 9.0%
Industrials 7.9%
Consumer Cyclical 6.4%
Consumer Defensive 3.8%
Energy 3.7%
Utilities 2.6%
Basic Materials 1.4%