TW

Thrive Wealth Management, LLC

13F
Thrive Wealth Management, LLC
Last update 2025-07-09 229 Stocks (18 new)
Value $619.00 Mil Turnover 9 %
Countries:
Top Holdings: SCHG(23.95%)VTV(22.10%)SPY(3.38%)VUG(2.18%)MDY(1.96%)
Summary Stock Picks Current Portfolio
Thrive Wealth Management, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHG
Schwab U.S. Large-Cap Growth ETF
5,077,667
148,318.6
+6.05%
23.950
+1.37%
0.340
+20.60%
+5.52%
44,469.7
 
VTV
Vanguard Value ETF
774,481
136,881.9
+3.11%
22.100
+0.67%
0.100
+10.76%
+6.49%
132,298.5
 
SPY
SPDR S&P 500 ETF Trust
33,860
20,920.2
-4.19%
3.380
-0.16%
0.000
+17.14%
+7.04%
641,384.0
 
VUG
Vanguard Growth ETF
30,850
13,524.5
+5.94%
2.180
+0.12%
0.010
+22.75%
+7.86%
164,480.8
 
MDY
S&P MidCap 400 ETF
21,391
12,117.6
+2,398.95%
1.960
+1.88%
0.050
+16.82%
+2.27%
23,352.4
 
INTF
iShares International Equity Factor ETF
iShares International Equity Factor ETF
341,743
11,697.9
-6.75%
1.890
-0.15%
0.540
+15.78%
+20.54%
2,162.3
 
AAPL
Apple Inc
56,561
11,604.6
+1.30%
1.870
+0.02%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
MUB
iShares National Muni Bond ETF
103,671
10,831.5
+240.19%
1.750
+1.24%
0.030
+2.43%
-0.88%
38,400.3
 
MSFT
Microsoft Corp
21,342
10,615.8
+0.32%
1.710
+0.01%
0.000
+29.81%
+19.87%
3,740,948.0
Software
VOO
Vanguard S&P 500 ETF
16,108
9,149.9
-0.12%
1.480
0%
0.000
+17.21%
+7.08%
654,655.2
 

Thrive Wealth Management, LLC's Historical Top Holdings Breakdowns

Thrive Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MDY
S&P MidCap 400 ETF
2025-06-30
Add
Add
+1.88%
●
468.22 ($536.67) 566.51
$579.23
7.93%
Add 2398.95%
21,391
20,535
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-06-30
Add
Add
+1.37%
●
22.27 ($26.42) 29.21
$29.35
11.09%
Add 6.05%
5,077,667
289,455
MUB
iShares National Muni Bond ETF
2025-06-30
Add
Add
+1.24%
●
102.31 ($103.99) 105.8
$103.95
-0.04%
Add 240.19%
103,671
73,197
VTV
Vanguard Value ETF
2025-06-30
Add
Add
+0.67%
●
153.67 ($168.97) 176.74
$178.26
5.50%
Add 3.11%
774,481
23,392
LOAR
Loar Holdings Inc
2025-06-30
New Buy
New Buy
+0.57%
●
69.44 ($86.3) 99.49
$79.58
-7.79%
New holding
40,883
40,883
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-06-30
New Buy
New Buy
+0.49%
●
96.82 ($98) 99.46
$98.05
0.05%
New holding
30,488
30,488
VB
Vanguard Small Cap ETF
2025-06-30
Add
Add
+0.44%
●
193.73 ($223.07) 237.37
$242.30
8.62%
Add 55.22%
32,662
11,620
SCHM
Schwab U.S. Mid-Cap ETF
2025-06-30
Add
Add
+0.22%
●
22.92 ($26.38) 28.05
$28.61
8.45%
Add 198.41%
73,570
48,916
SCHV
Schwab U.S. Large-Cap Value ETF
2025-06-30
Add
Add
+0.20%
●
23.55 ($26.29) 27.67
$28.01
6.54%
Add 18.52%
284,817
44,502
SPY
SPDR S&P 500 ETF Trust
2025-06-30
Reduce
Reduce
-0.16%
●
496.48 ($571.44) 617.85
$623.62
9.13%
Reduce -4.19%
33,860
-1,481

Thrive Wealth Management, LLC Total Holding History ($B)

To

Thrive Wealth Management, LLC's Asset Allocation

To

Thrive Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Thrive Wealth Management, LLC's Hypothetical Growth since 2025-06-30

Thrive Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Thrive Wealth Management, LLC's Holdings Heat Map

Size field:

Thrive Wealth Management, LLC's Holdings Bubble Chart

Thrive Wealth Management, LLC News

  • 1

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