Thrive Wealth Management, LLC Top Holdings and 13F Report (2025) About Thrive Wealth Management, LLCInvestment ActivityThrive Wealth Management, LLC has $619.33 million in total holdings as of June 30, 2025.Thrive Wealth Management, LLC owns shares of 229 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 9.28% of the portfolio was purchased this quarter.About 0.98% of the portfolio was sold this quarter.This quarter, Thrive Wealth Management, LLC has purchased 219 new stocks and bought additional shares in 119 stocks.Thrive Wealth Management, LLC sold shares of 82 stocks and completely divested from 8 stocks this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $148,318,649Vanguard Value ETF $136,881,847SPDR S&P 500 ETF Trust $20,920,190Vanguard Growth ETF $13,524,554SPDR S&P MidCap 400 ETF Trust $12,117,574 Largest New Holdings this Quarter 53947R105 - LOAR HOLDINGS INC $3,522,888 Holding464287226 - iShares Core U.S. Aggregate Bond ETF $3,024,444 Holding101137107 - Boston Scientific $786,671 Holding921935870 - Vanguard Short-Term Tax-Exempt Bond ETF $482,445 Holding72201R775 - PIMCO ETF TR $371,393 Holding Largest Purchases this Quarter SPDR S&P MidCap 400 ETF Trust 20,535 shares (about $11.63M)Schwab U.S. Large-Cap Growth ETF 289,455 shares (about $8.45M)iShares National Muni Bond ETF 73,197 shares (about $7.65M)Vanguard Value ETF 23,392 shares (about $4.13M)LOAR HOLDINGS INC 40,883 shares (about $3.52M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 1,481 shares (about $915.03K)iShares International Equity Factor ETF 24,754 shares (about $847.33K)Amphenol 2,212 shares (about $218.43K)iShares Core S&P Mid-Cap ETF 3,434 shares (about $212.98K)SEI Investments 2,286 shares (about $205.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofThrive Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHGSchwab U.S. Large-Cap Growth ETF$148,318,649$8,454,980 ▲6.0%5,077,66723.9%ETFVTVVanguard Value ETF$136,881,847$4,134,304 ▲3.1%774,48122.1%ETFSPYSPDR S&P 500 ETF Trust$20,920,190$915,027 ▼-4.2%33,8603.4%FinanceVUGVanguard Growth ETF$13,524,554$757,989 ▲5.9%30,8502.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$12,117,574$11,632,667 ▲2,398.9%21,3912.0%ETFINTFiShares International Equity Factor ETF$11,697,862$847,329 ▼-6.8%341,7431.9%ETFAAPLApple$11,604,575$148,748 ▲1.3%56,5611.9%Computer and TechnologyMUBiShares National Muni Bond ETF$10,831,509$7,647,596 ▲240.2%103,6711.7%ETFMSFTMicrosoft$10,615,840$34,322 ▲0.3%21,3421.7%Computer and TechnologyVOOVanguard S&P 500 ETF$9,149,910$10,793 ▼-0.1%16,1081.5%ETFVONEVanguard Russell 1000 ETF$8,915,298$181,154 ▲2.1%31,7431.4%ETFSCHVSchwab U.S. Large-Cap Value ETF$7,880,887$1,231,370 ▲18.5%284,8171.3%ETFVBVanguard Small-Cap ETF$7,740,182$2,753,687 ▲55.2%32,6621.2%ETFSCHFSchwab International Equity ETF$6,732,350$26,675 ▼-0.4%304,6311.1%ETFNVDANVIDIA$6,502,483$691,673 ▲11.9%41,1581.0%Computer and TechnologyGOOGAlphabet$6,059,823$349,813 ▲6.1%34,1611.0%Computer and TechnologyVTIVanguard Total Stock Market ETF$5,615,395$6,686 ▲0.1%18,4760.9%ETFVWOVanguard FTSE Emerging Markets ETF$5,246,026$509,982 ▲10.8%106,0660.8%ETFSCHXSchwab US Large-Cap ETF$4,878,470$27,080 ▲0.6%199,6100.8%ETFAMZNAmazon.com$4,503,903$160,376 ▲3.7%20,5290.7%Retail/WholesaleIVViShares Core S&P 500 ETF$3,915,770$4,967 ▲0.1%6,3070.6%ETFIQLTiShares MSCI Intl Quality Factor ETF$3,836,818$109,347 ▼-2.8%88,7740.6%ETFJNJJohnson & Johnson$3,682,483$19,705 ▼-0.5%24,1080.6%MedicalLOAR HOLDINGS INC$3,522,888$3,522,888 ▲New Holding40,8830.6%COM SHSSEICSEI Investments$3,489,574$205,422 ▼-5.6%38,8330.6%FinanceEFAiShares MSCI EAFE ETF$3,357,815$56,136 ▲1.7%37,5640.5%FinanceVVisa$3,193,139$5,681 ▼-0.2%8,9930.5%Business ServicesBRK.BBerkshire Hathaway$3,122,044$40,805 ▲1.3%6,4270.5%FinanceAGGiShares Core U.S. Aggregate Bond ETF$3,024,444$3,024,444 ▲New Holding30,4880.5%FinanceSCHBSchwab US Broad Market ETF$2,890,825$428,703 ▲17.4%121,3100.5%ETFHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$2,633,778$278,380 ▲11.8%106,2860.4%ETFPGProcter & Gamble$2,624,287$32,023 ▼-1.2%16,4720.4%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$2,539,726$62,996 ▼-2.4%44,5490.4%ETFQUALiShares MSCI USA Quality Factor ETF$2,520,170$59,416 ▲2.4%13,7850.4%ETFGOOGLAlphabet$2,222,330$1,057 ▼0.0%12,6100.4%Computer and TechnologyMETAMeta Platforms$2,168,599$84,146 ▲4.0%2,9380.4%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$2,138,420$237,596 ▲12.5%35,6230.3%ETFJPMJPMorgan Chase & Co.$2,088,324$7,538 ▼-0.4%7,2030.3%FinanceSCHMSchwab U.S. Mid-Cap ETF$2,063,629$1,372,087 ▲198.4%73,5700.3%ETFCRMSalesforce$1,973,002$2,727 ▼-0.1%7,2350.3%Computer and TechnologyMAMastercard$1,906,504$21,352 ▼-1.1%3,3930.3%Business ServicesCGMUCapital Group Municipal Income ETF$1,770,503$760,183 ▲75.2%66,3360.3%ETFHMOPHartford Municipal Opportunities ETF$1,769,553$779,909 ▲78.8%46,2270.3%ETFIBMInternational Business Machines$1,696,214$1,474 ▼-0.1%5,7540.3%Computer and TechnologyLMTLockheed Martin$1,681,028$8,799 ▲0.5%3,6300.3%AerospaceIJRiShares Core S&P Small-Cap ETF$1,646,798$190,822 ▲13.1%15,0680.3%ETFTSLATesla$1,567,970$34,943 ▼-2.2%4,9360.3%Auto/Tires/TrucksMRKMerck & Co., Inc.$1,545,614$51,929 ▲3.5%19,5250.2%MedicalAVGOBroadcom$1,526,296$52,374 ▼-3.3%5,5370.2%Computer and TechnologySCHDSchwab US Dividend Equity ETF$1,453,819$164,936 ▲12.8%54,8610.2%ETFSPGIS&P Global$1,415,184$11,073 ▼-0.8%2,6840.2%FinanceINTUIntuit$1,369,295$57,480 ▼-4.0%1,7390.2%Computer and TechnologyTMOThermo Fisher Scientific$1,367,374$143,955 ▲11.8%3,3720.2%MedicalXOMExxon Mobil$1,291,594$42,906 ▲3.4%11,9810.2%EnergyORCLOracle$1,260,074$2,842 ▼-0.2%5,7630.2%Computer and TechnologyDHRDanaher$1,247,162$78,429 ▼-5.9%6,3130.2%MedicalCSCOCisco Systems$1,224,715$12,766 ▼-1.0%17,6520.2%Computer and TechnologyPMPhilip Morris International$1,207,193$28,231 ▼-2.3%6,6280.2%Consumer StaplesCVXChevron$1,165,282$54,842 ▼-4.5%8,1380.2%EnergyIWFiShares Russell 1000 Growth ETF$1,154,351$46,700 ▲4.2%2,7190.2%ETFAPHAmphenol$1,153,496$218,434 ▼-15.9%11,6810.2%Computer and TechnologyIWDiShares Russell 1000 Value ETF$1,145,156$70,310 ▲6.5%5,8960.2%ETFHDHome Depot$1,121,809$24,196 ▲2.2%3,0600.2%Retail/WholesaleIVWiShares S&P 500 Growth ETF$1,092,611$15,744 ▼-1.4%9,9240.2%ETFMCKMcKesson$1,087,511$1,466 ▲0.1%1,4840.2%MedicalLINDE PLC$1,085,683$11,260 ▼-1.0%2,3140.2%SHSVYMVanguard High Dividend Yield ETF$1,066,766$6,266 ▲0.6%8,0020.2%ETFTAT&T$1,039,546$7,524 ▲0.7%35,9210.2%Computer and TechnologyKOCocaCola$1,034,490$2,052 ▼-0.2%14,6220.2%Consumer StaplesABBVAbbVie$1,033,396$76,665 ▼-6.9%5,5670.2%MedicalPBAPembina Pipeline$1,014,233$938 ▲0.1%27,0390.2%EnergyLLYEli Lilly and Company$1,007,630$28,055 ▼-2.7%1,2930.2%MedicalPFEPfizer$1,005,316$92,574 ▼-8.4%41,4730.2%MedicalIJHiShares Core S&P Mid-Cap ETF$1,005,187$212,983 ▼-17.5%16,2070.2%ETFWFCWells Fargo & Company$1,000,152$156,236 ▲18.5%12,4830.2%FinanceDUKDuke Energy$991,183$2,360 ▼-0.2%8,4000.2%UtilitiesNFLXNetflix$973,597$143,294 ▲17.3%7270.2%Consumer DiscretionaryECLEcolab$970,231$13,472 ▼-1.4%3,6010.2%Basic MaterialsTJXTJX Companies$967,000$67,299 ▼-6.5%7,8310.2%Retail/WholesaleFTNTFortinet$955,180$52,543 ▼-5.2%9,0350.2%Computer and TechnologyMCDMcDonald's$954,773$23,373 ▼-2.4%3,2680.2%Retail/WholesaleVRSKVerisk Analytics$947,504$17,754 ▼-1.8%3,0420.2%Business ServicesZTSZoetis$934,360$102,310 ▼-9.9%5,9910.2%MedicalAMGNAmgen$913,575$117,268 ▲14.7%3,2720.1%MedicalVRSNVeriSign$903,655$6,931 ▼-0.8%3,1290.1%Computer and TechnologyCCitigroup$868,751$89,037 ▲11.4%10,2060.1%Financial ServicesPNCThe PNC Financial Services Group$857,159$6,152 ▼-0.7%4,5980.1%FinanceUNPUnion Pacific$856,939$41,409 ▼-4.6%3,7250.1%TransportationETEnergy Transfer$852,734$18,130 ▲2.2%47,0340.1%EnergyAMTAmerican Tower$850,684$110,065 ▼-11.5%3,8490.1%FinanceVIGVanguard Dividend Appreciation ETF$846,529$205 ▲0.0%4,1360.1%ETFVZVerizon Communications$812,296$5,322 ▼-0.7%18,7730.1%Computer and TechnologyCOSTCostco Wholesale$795,905$53,456 ▲7.2%8040.1%Retail/WholesaleRBLXRoblox$787,632$3,577 ▲0.5%7,4870.1%Consumer DiscretionaryBSXBoston Scientific$786,671$786,671 ▲New Holding7,3240.1%MedicalQQQInvesco QQQ$782,889$84,965 ▲12.2%1,4190.1%FinanceIWMiShares Russell 2000 ETF$780,666$432 ▲0.1%3,6180.1%FinanceCATCaterpillar$739,034$5,822 ▲0.8%1,9040.1%IndustrialsCOLLCollegium Pharmaceutical$708,9700.0%23,9760.1%MedicalMMCMarsh & McLennan Companies$703,721$48,095 ▼-6.4%3,2190.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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