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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 8 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AMT AMERICAN TOWER CORP Real Estate 2,306.0 $398K 0.06% -672.0 -22.6% $172.60 +8.5%
142 GE GE AEROSPACE Industrials 1,401.0 $398K 0.06% +311.0 +28.5% $283.83 +11.2%
143 CEG CONSTELLATION ENERGY CORP Utilities 1,407.0 $393K 0.06% +11.0 +0.8% $279.18 +3.7%
144 IGV ISHARES TR 4,890.0 $391K 0.06% NEW $80.05 +16.4%
145 DIS DISNEY WALT CO Communication Services 3,995.0 $385K 0.06% +75.0 +1.9% $96.37 +7.7%
146 MDT MEDTRONIC PLC Healthcare 4,424.0 $383K 0.06% -1K -20.6% $86.65 -11.6%
147 HEDJ WISDOMTREE TR 7,323.0 $383K 0.06% -61.0 -0.8% $52.30 +9.1%
148 BOND PIMCO ETF TR 4,121.0 $380K 0.06% $92.28 -0.4%
149 GLD SPDR GOLD TR Financial Services 875.0 $377K 0.06% +122.0 +16.2% $430.29 -5.2%
150 DE DEERE & CO Industrials 668.0 $376K 0.06% -4.0 -0.6% $563.42 -6.6%
151 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 8,219.0 $369K 0.06% -875.0 -9.6% $44.84 +8.6%
152 COP CONOCOPHILLIPS Energy 2,718.0 $359K 0.05% $131.98 -11.8%
153 NDSN NORDSON CORP Industrials 1,303.0 $347K 0.05% -126.0 -8.8% $265.97 +7.7%
154 WELLS FARGO & CO 299.0 $345K 0.05% $1155.00
155 BND VANGUARD BD INDEX FDS 4,682.0 $345K 0.05% NEW $73.64 -0.5%
156 VBK VANGUARD INDEX FDS 1,134.0 $343K 0.05% -102.0 -8.2% $302.35 +16.8%
157 SCHE SCHWAB STRATEGIC TR 10,405.0 $343K 0.05% +536.0 +5.4% $32.95 +10.7%
158 EFX EQUIFAX INC Industrials 1,897.0 $342K 0.05% -1K -34.7% $180.07 -9.5%
159 DG DOLLAR GEN CORP Consumer Defensive 2,857.0 $339K 0.05% -565.0 -16.5% $118.74 -11.3%
160 SOFI SOFI TECHNOLOGIES INC Financial Services 21,310.0 $338K 0.05% +2K +9.3% $15.88 +2.4%
Page 8 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%