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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 8 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NXPI NXP SEMICONDUCTORS N V Technology 1,686.0 $474K 0.06% -30.0 -1.8% $281.03 -20.1%
142 MRVL MARVELL TECHNOLOGY INC Technology 1,584.0 $472K 0.06% NEW $297.95 -19.1%
143 PANW PALO ALTO NETWORKS INC Technology 1,354.0 $462K 0.06% -60.0 -4.2% $341.02 +3.7%
144 ET ENERGY TRANSFER L P Energy 24,095.0 $461K 0.06% -23K -48.8% $19.12 +11.1%
145 GEV GE VERNOVA INC Utilities 387.0 $455K 0.06% +9.0 +2.4% $1175.83 -18.6%
146 TDY TELEDYNE TECHNOLOGIES INC Technology 680.0 $454K 0.06% +6.0 +0.9% $667.06 -4.5%
147 NFLX NETFLIX INC. Communication Services 6,278.0 $448K 0.06% -522.0 -7.7% $71.40 +12.2%
148 IGV ISHARES TR 4,890.0 $443K 0.06% $90.60 +12.9%
149 QCOM QUALCOMM INC Technology 2,381.0 $440K 0.06% -93.0 -3.8% $184.76 -11.8%
150 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 8,702.0 $440K 0.06% +483.0 +5.9% $50.53 -2.8%
151 AZN ASTRAZENECA PLC Healthcare 2,264.0 $429K 0.06% NEW $189.62 -12.9%
152 WRB BERKLEY W R CORP Financial Services 6,072.0 $428K 0.05% $70.53 -0.9%
153 HEDJ WISDOMTREE TR 7,450.0 $425K 0.05% +127.0 +1.7% $57.00 -0.2%
154 SMH VANECK ETF TRUST 634.0 $416K 0.05% +4.0 +0.6% $656.35 -14.8%
155 RBLX ROBLOX CORP Technology 7,536.0 $410K 0.05% -272.0 -3.5% $54.38 -30.6%
156 ULS UL SOLUTIONS INC Industrials 3,931.0 $400K 0.05% +578.0 +17.2% $101.86 -25.6%
157 NDSN NORDSON CORP Industrials 1,321.0 $398K 0.05% +18.0 +1.4% $301.64 +10.3%
158 VBK VANGUARD INDEX FDS 1,067.0 $390K 0.05% -67.0 -5.9% $365.59 -2.5%
159 MRSH MARSH & MCLENNAN COS INC Financial Services 2,328.0 $388K 0.05% -109.0 -4.5% $166.65 +14.7%
160 DE DEERE & CO Industrials 610.0 $387K 0.05% -58.0 -8.7% $634.56 -0.0%
Page 8 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%