Portfolio (Quarterly)
Guide ↗
THRYVE WEALTH MANAGEMENT LLC
· CIK 0002113283| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 3,892 | $1.3M | 0.64% | SOLD |
| 2 | V | VISA INC | Financial Services | 3,265 | $1.1M | 0.57% | SOLD |
| 3 | META | META PLATFORMS INC | Communication Services | 1,556 | $1.0M | 0.51% | SOLD |
| 4 | GOOGL | ALPHABET INC | Communication Services | 2,938 | $920K | 0.46% | SOLD |
| 5 | AVGO | BROADCOM INC | Technology | 2,638 | $913K | 0.45% | SOLD |
| 6 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,789 | $899K | 0.45% | SOLD |
| 7 | BAC | BANK AMERICA CORP | Financial Services | 16,007 | $880K | 0.44% | SOLD |
| 8 | JPM | JPMORGAN CHASE & CO. | Financial Services | 2,727 | $879K | 0.43% | SOLD |
| 9 | ETHA | ISHARES ETHEREUM TR | Financial Services | 36,578 | $820K | 0.41% | SOLD |
| 10 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 16,420 | $815K | 0.40% | SOLD |
| 11 | WMT | WALMART INC | Consumer Defensive | 7,204 | $803K | 0.40% | SOLD |
| 12 | RACE | FERRARI N V | Consumer Cyclical | 2,000 | $739K | 0.37% | SOLD |
| 13 | AXP | AMERICAN EXPRESS CO | Financial Services | 1,812 | $670K | 0.33% | SOLD |
| 14 | MA | MASTERCARD INCORPORATED | Financial Services | 1,121 | $640K | 0.32% | SOLD |
| 15 | C | CITIGROUP INC | Financial Services | 5,324 | $621K | 0.31% | SOLD |
| 16 | LLY | ELI LILLY & CO | Healthcare | 487 | $523K | 0.26% | SOLD |
| 17 | CSCO | CISCO SYS INC | Technology | 6,303 | $486K | 0.24% | SOLD |
| 18 | EFA | ISHARES TR | — | 5,020 | $482K | 0.24% | SOLD |
| 19 | T | AT&T INC | Communication Services | 19,203 | $477K | 0.24% | SOLD |
| 20 | XOM | EXXON MOBIL CORP | Energy | 3,940 | $474K | 0.23% | SOLD |
Sector Allocation
Financial Services
87.2%
Technology
8.2%
Consumer Cyclical
2.4%
Communication Services
2.2%