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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 7 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CMI CUMMINS INC Industrials 943.0 $507K 0.08% -264.0 -21.9% $538.02 +23.8%
122 IEFA ISHARES TR 5,575.0 $505K 0.07% +1K +29.0% $90.53 +8.0%
123 WEC WEC ENERGY GROUP INC Utilities 4,335.0 $502K 0.07% -1K -18.9% $115.76 -2.0%
124 AMD ADVANCED MICRO DEVICES INC Technology 2,362.0 $481K 0.07% +637.0 +36.9% $203.46 +141.0%
125 VO VANGUARD INDEX FDS 1,665.0 $478K 0.07% +232.0 +16.2% $287.15 -72.7%
126 BSX BOSTON SCIENTIFIC CORP Healthcare 7,489.0 $470K 0.07% +102.0 +1.4% $62.75 -19.2%
127 DVY ISHARES TR 3,061.0 $463K 0.07% $151.41 +2.9%
128 CME CME GROUP INC Financial Services 1,540.0 $455K 0.07% -427.0 -21.7% $295.33 -5.7%
129 INTU INTUIT Technology 1,031.0 $446K 0.07% -489.0 -32.2% $432.53 -27.7%
130 UNH UNITEDHEALTH GROUP INC Healthcare 1,642.0 $444K 0.07% -29.0 -1.7% $270.60 +41.0%
131 RBLX ROBLOX CORP Technology 7,808.0 $442K 0.07% +340.0 +4.5% $56.56 -18.4%
132 ZTS ZOETIS INC Healthcare 3,611.0 $427K 0.06% -241.0 -6.3% $118.20 -32.4%
133 MS MORGAN STANLEY Financial Services 2,586.0 $426K 0.06% +52.0 +2.0% $164.54 +21.9%
134 IXUS ISHARES TR 4,898.0 $424K 0.06% +94.0 +2.0% $86.63 +11.2%
135 MRSH MARSH & MCLENNAN COS INC Financial Services 2,437.0 $423K 0.06% -373.0 -13.3% $173.43 -7.0%
136 HON HONEYWELL INTL INC Industrials 1,826.0 $413K 0.06% +53.0 +3.0% $226.08 +3.1%
137 TDY TELEDYNE TECHNOLOGIES INC Technology 674.0 $408K 0.06% -41.0 -5.7% $605.16 +1.7%
138 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,589.0 $407K 0.06% -225.0 -8.0% $157.26 -5.2%
139 VIRT VIRTU FINL INC Financial Services 9,253.0 $407K 0.06% NEW $43.98 +13.5%
140 WRB BERKLEY W R CORP Financial Services 6,050.0 $401K 0.06% -420.0 -6.5% $66.28 -0.8%
Page 7 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%