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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 12 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,085.0 $243K 0.03% +37.0 +3.5% $223.91 +23.8%
222 INTA INTAPP INC Technology 9,632.0 $243K 0.03% NEW $25.21 +59.0%
223 STLD STEEL DYNAMICS INC Basic Materials 1,050.0 $241K 0.03% NEW $229.46 +0.7%
224 BLLN BILLIONTOONE INC Healthcare 2,000.0 $240K 0.03% NEW $119.98 -23.6%
225 ABT ABBOTT LABORATORIES Healthcare 2,627.0 $238K 0.03% -631.0 -19.4% $90.76 +26.1%
226 AMDL GRANITESHARES ETF TR 2,876.0 $238K 0.03% NEW $82.75 -41.8%
227 PH PARKER-HANNIFIN CORP Industrials 241.0 $236K 0.03% -4.0 -1.6% $978.12 +4.6%
228 FIX COMFORT SYS USA INC Industrials 118.0 $234K 0.03% NEW $1981.95 -14.4%
229 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 17,603.0 $234K 0.03% NEW $13.28 -13.8%
230 TER TERADYNE INC Technology 468.0 $227K 0.03% NEW $484.22 -21.6%
231 CENCORA INC 800.0 $226K 0.03% -20.0 -2.4% $282.91
232 VOYA VOYA FINANCIAL INC Financial Services 2,467.0 $223K 0.03% NEW $90.53 +8.4%
233 CMCSA COMCAST CORP NEW Communication Services 9,049.0 $222K 0.03% -1K -11.3% $24.55 +8.3%
234 GDV GABELLI DIVID & INCOME TR Financial Services 7,500.0 $220K 0.03% $29.40 +3.5%
235 BA BOEING CO Industrials 1,018.0 $220K 0.03% NEW $216.48 +2.6%
236 CME CME GROUP INC Financial Services 996.0 $220K 0.03% -544.0 -35.3% $220.84 +20.9%
237 A AGILENT TECHNOLOGIES INC Healthcare 1,638.0 $218K 0.03% NEW $132.79 +17.0%
238 CI THE CIGNA GROUP Healthcare 787.0 $217K 0.03% +31.0 +4.1% $275.61 +0.7%
239 VEU VANGUARD INTL EQUITY INDEX F 2,565.0 $215K 0.03% NEW $83.75 +1.4%
240 MMM 3M CO Industrials 1,327.0 $215K 0.03% NEW $161.87 +11.6%
Page 12 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%