Thrive Wealth Management, LLC holdings history

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239 is the total number of securities Thrive Wealth Management, LLC has owned. The longest Thrive Wealth Management, LLC has owned a single stock is 8 quarters.

Thrive Wealth Management, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SCHG SCHWAB STRATEGIC TR8818.37%22.23%25.89%Q4 2021Q3 20238
VTV VANGUARD INDEX FDS885.38%17.49%24.05%Q4 2021Q3 20238
QUAL ISHARES TR880.34%6.75%19.90%Q4 2021Q3 20238
SPY SPDR S&P 500 ETF TR881.92%2.91%4.10%Q4 2021Q3 20238
VONE VANGUARD SCOTTSDALE FDS881.89%2.31%3.14%Q4 2021Q3 20238
AAPL APPLE INC881.64%2.11%2.52%Q4 2021Q3 20238
VWO VANGUARD INTL EQUITY I...880.88%1.90%3.43%Q4 2021Q3 20238
VUG VANGUARD INDEX FDS880.85%1.86%2.50%Q4 2021Q3 20238
SEIC SEI INVTS CO881.49%1.66%1.88%Q4 2021Q3 20238
VOO VANGUARD INDEX FDS880.80%1.36%1.97%Q4 2021Q3 20238
MSFT MICROSOFT CORP880.89%1.22%1.65%Q4 2021Q3 20238
HYMB SPDR SER TR880.39%1.18%3.96%Q4 2021Q3 20238
SCHV SCHWAB STRATEGIC TR880.79%1.07%1.54%Q4 2021Q3 20238
SCHF SCHWAB STRATEGIC TR880.42%1.05%1.65%Q4 2021Q3 20238
IEMG ISHARES INC880.59%0.91%1.49%Q4 2021Q3 20238
IQLT ISHARES TR880.59%0.89%1.22%Q4 2021Q3 20238
JNJ JOHNSON & JOHNSON880.74%0.87%1.04%Q4 2021Q3 20238
IVV ISHARES TR880.49%0.75%1.80%Q4 2021Q3 20238
PG PROCTER AND GAMBLE CO880.46%0.71%1.61%Q4 2021Q3 20238
EFA ISHARES TR880.49%0.68%1.12%Q4 2021Q3 20238
VB VANGUARD INDEX FDS880.17%0.66%1.06%Q4 2021Q3 20238
PFE PFIZER INC880.43%0.60%0.84%Q4 2021Q3 20238
MRK MERCK & CO INC880.44%0.56%0.63%Q4 2021Q3 20238
GOOG ALPHABET INC880.31%0.53%0.70%Q4 2021Q3 20238
LMT LOCKHEED MARTIN CORP880.40%0.49%0.59%Q4 2021Q3 20238
V VISA INC880.32%0.49%0.60%Q4 2021Q3 20238
BRKB BERKSHIRE HATHAWAY INC...880.43%0.48%0.59%Q4 2021Q3 20238
AMZN AMAZON COM INC880.26%0.46%0.79%Q4 2021Q3 20238
TMO THERMO FISHER SCIENTIF...880.30%0.39%0.44%Q4 2021Q3 20238
IWF ISHARES TR880.14%0.36%0.56%Q4 2021Q3 20238
DHR DANAHER CORPORATION880.28%0.35%0.43%Q4 2021Q3 20238
TSLA TESLA INC880.11%0.35%0.58%Q4 2021Q3 20238
VEA VANGUARD TAX-MANAGED I...880.26%0.34%0.43%Q4 2021Q3 20238
CVX CHEVRON CORP NEW880.19%0.33%0.44%Q4 2021Q3 20238
MA MASTERCARD INCORPORATED880.23%0.31%0.42%Q4 2021Q3 20238
GOOGL ALPHABET INC880.21%0.30%0.37%Q4 2021Q3 20238
XOM EXXON MOBIL CORP880.14%0.29%0.41%Q4 2021Q3 20238
MODN MODEL N INC880.22%0.29%0.39%Q4 2021Q3 20238
SCHA SCHWAB STRATEGIC TR880.06%0.28%0.48%Q4 2021Q3 20238
MCD MCDONALDS CORP880.14%0.26%0.35%Q4 2021Q3 20238
FTNT FORTINET INC880.20%0.25%0.35%Q4 2021Q3 20238
IBM INTERNATIONAL BUSINESS...880.15%0.24%0.28%Q4 2021Q3 20238
KO COCA COLA CO880.21%0.24%0.26%Q4 2021Q3 20238
DUK DUKE ENERGY CORP NEW880.19%0.23%0.27%Q4 2021Q3 20238
CSCO CISCO SYS INC880.17%0.23%0.29%Q4 2021Q3 20238
IWD ISHARES TR880.21%0.23%0.25%Q4 2021Q3 20238
NVDA NVIDIA CORPORATION880.11%0.23%0.37%Q4 2021Q3 20238
JPM JPMORGAN CHASE & CO880.18%0.23%0.29%Q4 2021Q3 20238
ZTS ZOETIS INC880.17%0.23%0.26%Q4 2021Q3 20238
FB META PLATFORMS INC880.16%0.22%0.39%Q4 2021Q3 20238
HD HOME DEPOT INC880.14%0.22%0.26%Q4 2021Q3 20238
TJX TJX COS INC NEW880.12%0.22%0.28%Q4 2021Q3 20238
PBA PEMBINA PIPELINE CORP880.17%0.21%0.24%Q4 2021Q3 20238
EEM ISHARES TR880.13%0.21%0.35%Q4 2021Q3 20238
IWM ISHARES TR880.15%0.21%0.32%Q4 2021Q3 20238
APH AMPHENOL CORP NEW880.16%0.20%0.23%Q4 2021Q3 20238
SCHB SCHWAB STRATEGIC TR880.16%0.20%0.25%Q4 2021Q3 20238
PEP PEPSICO INC880.13%0.20%0.23%Q4 2021Q3 20238
UNH UNITEDHEALTH GROUP INC880.16%0.20%0.23%Q4 2021Q3 20238
VRSK VERISK ANALYTICS INC880.14%0.20%0.23%Q4 2021Q3 20238
VZ VERIZON COMMUNICATIONS...880.16%0.19%0.26%Q4 2021Q3 20238
PNC PNC FINL SVCS GROUP INC880.15%0.19%0.25%Q4 2021Q3 20238
UPS UNITED PARCEL SERVICE INC880.14%0.19%0.23%Q4 2021Q3 20238
AMT AMERICAN TOWER CORP NEW880.11%0.19%0.23%Q4 2021Q3 20238
INTU INTUIT880.12%0.18%0.31%Q4 2021Q3 20238
ABBV ABBVIE INC880.11%0.18%0.24%Q4 2021Q3 20238
PM PHILIP MORRIS INTL INC880.13%0.18%0.21%Q4 2021Q3 20238
FISV FISERV INC880.11%0.18%0.24%Q4 2021Q3 20238
ADBE ADOBE SYSTEMS INCORPOR...880.12%0.17%0.24%Q4 2021Q3 20238
MMC MARSH & MCLENNAN COS INC880.13%0.16%0.20%Q4 2021Q3 20238
CMCSA COMCAST CORP NEW880.10%0.16%0.21%Q4 2021Q3 20238
IT GARTNER INC880.11%0.16%0.19%Q4 2021Q3 20238
ET ENERGY TRANSFER L P880.13%0.16%0.18%Q4 2021Q3 20238
ECL ECOLAB INC880.08%0.16%0.22%Q4 2021Q3 20238
SCHX SCHWAB STRATEGIC TR880.13%0.15%0.22%Q4 2021Q3 20238
DG DOLLAR GEN CORP NEW880.06%0.15%0.23%Q4 2021Q3 20238
VIG VANGUARD SPECIALIZED F...880.13%0.15%0.17%Q4 2021Q3 20238
ICE INTERCONTINENTAL EXCHA...880.11%0.15%0.17%Q4 2021Q3 20238
ENB ENBRIDGE INC880.10%0.15%0.17%Q4 2021Q3 20238
ORCL ORACLE CORP880.10%0.14%0.21%Q4 2021Q3 20238
XYL XYLEM INC880.08%0.14%0.16%Q4 2021Q3 20238
NEE NEXTERA ENERGY INC880.09%0.13%0.17%Q4 2021Q3 20238
GD GENERAL DYNAMICS CORP880.11%0.13%0.14%Q4 2021Q3 20238
USB US BANCORP DEL880.09%0.13%0.18%Q4 2021Q3 20238
T AT&T INC880.10%0.13%0.15%Q4 2021Q3 20238
PSX PHILLIPS 66880.08%0.12%0.18%Q4 2021Q3 20238
LLY LILLY ELI & CO880.07%0.12%0.18%Q4 2021Q3 20238
GIS GENERAL MLS INC880.09%0.12%0.14%Q4 2021Q3 20238
SO SOUTHERN CO880.10%0.12%0.14%Q4 2021Q3 20238
DVY ISHARES TR880.08%0.12%0.14%Q4 2021Q3 20238
PRU PRUDENTIAL FINL INC880.09%0.11%0.13%Q4 2021Q3 20238
PSEC PROSPECT CAP CORP880.08%0.11%0.15%Q4 2021Q3 20238
VBK VANGUARD INDEX FDS880.10%0.11%0.14%Q4 2021Q3 20238
BMY BRISTOL-MYERS SQUIBB CO880.08%0.10%0.14%Q4 2021Q3 20238
RTX RTX CORPORATION880.08%0.10%0.12%Q4 2021Q3 20238
COP CONOCOPHILLIPS880.07%0.10%0.12%Q4 2021Q3 20238
DIS DISNEY WALT CO880.06%0.09%0.13%Q4 2021Q3 20238
BAC BK OF AMERICA CORP880.07%0.09%0.11%Q4 2021Q3 20238
VBR VANGUARD INDEX FDS880.07%0.08%0.09%Q4 2021Q3 20238
HMOP HARTFORD FDS EXCHANGE ...770.12%0.64%3.23%Q1 2022Q3 20237
LNC LINCOLN NATL CORP IND770.11%0.62%1.21%Q4 2021Q2 20237
CRM SALESFORCE INC770.21%0.29%0.44%Q1 2022Q3 20237
SPGI S&P GLOBAL INC770.15%0.19%0.25%Q1 2022Q3 20237
GILD GILEAD SCIENCES INC610.10%0.13%0.15%Q4 2021Q3 20237
VTI VANGUARD INDEX FDS770.07%0.13%0.22%Q1 2022Q3 20237
EMR EMERSON ELEC CO610.06%0.13%0.16%Q4 2021Q3 20237
SCHD SCHWAB STRATEGIC TR430.06%0.12%0.23%Q4 2021Q3 20237
CCI CROWN CASTLE INTL CORP...770.08%0.11%0.16%Q4 2021Q2 20237
INTC INTEL CORP430.07%0.11%0.15%Q4 2021Q3 20237
WPC WP CAREY INC770.07%0.09%0.11%Q4 2021Q2 20237
COST COSTCO WHSL CORP NEW770.06%0.08%0.09%Q1 2022Q3 20237
FUN CEDAR FAIR L P770.05%0.07%0.09%Q4 2021Q2 20237
EMD WESTERN ASSET EMERGING...770.04%0.06%0.09%Q4 2021Q2 20237
MUB ISHARES TR660.24%1.40%3.89%Q4 2021Q1 20236
IJR ISHARES TR660.07%1.00%2.58%Q2 2022Q3 20236
IJH ISHARES TR660.22%0.28%0.34%Q2 2022Q3 20236
IVE ISHARES TR420.19%0.27%0.39%Q1 2022Q3 20236
UNP UNION PAC CORP660.17%0.20%0.22%Q2 2022Q3 20236
QCOM QUALCOMM INC330.06%0.17%0.34%Q4 2021Q3 20236
QQQ INVESCO QQQ TR330.06%0.14%0.53%Q1 2022Q3 20236
AMGN AMGEN INC660.10%0.13%0.17%Q2 2022Q3 20236
DGRW WISDOMTREE TR660.10%0.11%0.13%Q2 2022Q3 20236
HON HONEYWELL INTL INC660.08%0.09%0.10%Q2 2022Q3 20236
ABT ABBOTT LABS510.07%0.09%0.10%Q4 2021Q3 20236
RIO RIO TINTO PLC420.07%0.09%0.10%Q4 2021Q3 20236
CI THE CIGNA GROUP660.07%0.08%0.09%Q2 2022Q3 20236
LIN LINDE PLC550.17%0.21%0.24%Q4 2021Q4 20225
APD AIR PRODS & CHEMS INC550.14%0.16%0.17%Q3 2022Q3 20235
VYM VANGUARD WHITEHALL FDS410.05%0.15%0.36%Q1 2022Q3 20235
IWO ISHARES TR550.07%0.12%0.19%Q4 2021Q4 20225
IWB ISHARES TR310.10%0.11%0.14%Q4 2021Q3 20235
C CITIGROUP INC550.08%0.11%0.13%Q3 2022Q3 20235
GSK PLC550.10%0.11%0.11%Q3 2022Q3 20235
ANTM ELEVANCE HEALTH INC550.08%0.10%0.12%Q3 2022Q3 20235
AVGO BROADCOM INC410.06%0.09%0.12%Q1 2022Q3 20235
PYPL PAYPAL HLDGS INC410.05%0.08%0.12%Q4 2021Q3 20235
NDSN NORDSON CORP550.07%0.08%0.08%Q3 2022Q3 20235
NFLX NETFLIX INC320.06%0.08%0.12%Q4 2021Q3 20235
SITE SITEONE LANDSCAPE SUPP...320.06%0.07%0.10%Q4 2021Q3 20235
LPLA LPL FINL HLDGS INC550.06%0.07%0.10%Q3 2022Q3 20235
ACN ACCENTURE PLC IRELAND320.06%0.07%0.08%Q2 2022Q3 20235
FXB INVESCO CURRENCYSHARES...550.06%0.07%0.08%Q3 2022Q3 20235
SDY SPDR SER TR550.06%0.07%0.07%Q3 2022Q3 20235
LOAN MANHATTAN BRDG CAP INC550.05%0.06%0.07%Q4 2021Q4 20225
HALEON PLC550.02%0.03%0.03%Q3 2022Q3 20235
INTF ISHARES TR441.99%2.20%2.48%Q4 2022Q3 20234
IVW ISHARES TR310.07%0.12%0.15%Q4 2021Q3 20234
HPQ HP INC440.08%0.12%0.17%Q4 2021Q3 20224
BGCP BGC PARTNERS INC440.10%0.12%0.14%Q4 2021Q3 20224
ITOT ISHARES TR440.10%0.11%0.11%Q4 2022Q3 20234
CAT CATERPILLAR INC440.08%0.10%0.13%Q4 2022Q3 20234
FHN FIRST HORIZON CORPORATION440.08%0.10%0.15%Q4 2021Q3 20224
ETSY ETSY INC220.06%0.09%0.15%Q4 2021Q1 20234
MDLZ MONDELEZ INTL INC440.07%0.08%0.09%Q4 2022Q3 20234
WMT WALMART INC440.06%0.07%0.09%Q4 2022Q3 20234
ADP AUTOMATIC DATA PROCESS...440.06%0.07%0.08%Q4 2022Q3 20234
COO COOPER COS INC440.06%0.07%0.08%Q4 2022Q3 20234
AXP AMERICAN EXPRESS CO440.06%0.06%0.07%Q4 2022Q3 20234
SRNE SORRENTO THERAPEUTICS INC440.01%0.01%0.02%Q4 2021Q3 20224
IUSB ISHARES TR330.36%5.50%8.93%Q1 2022Q3 20223
LINDE PLC330.26%0.26%0.27%Q1 2023Q3 20233
VTEB VANGUARD MUN BD FDS210.09%0.22%0.48%Q4 2021Q1 20233
QRVO QORVO INC330.10%0.13%0.17%Q4 2021Q2 20223
XRAY DENTSPLY SIRONA INC330.10%0.12%0.15%Q4 2021Q2 20223
SNOW SNOWFLAKE INC330.08%0.12%0.18%Q4 2021Q2 20223
BIL SPDR SER TR330.11%0.12%0.12%Q1 2023Q3 20233
ONLN PROSHARES TR330.09%0.11%0.13%Q4 2021Q2 20223
WBA WALGREENS BOOTS ALLIAN...210.10%0.11%0.12%Q4 2021Q1 20233
KMB KIMBERLY-CLARK CORP330.07%0.10%0.13%Q4 2021Q2 20223
BSY BENTLEY SYS INC330.07%0.09%0.11%Q1 2023Q3 20233
KHC KRAFT HEINZ CO330.06%0.09%0.11%Q4 2022Q2 20233
TFC TRUIST FINL CORP330.08%0.09%0.11%Q3 2022Q1 20233
POOL POOL CORP330.06%0.07%0.07%Q1 2023Q3 20233
TER TERADYNE INC330.06%0.06%0.07%Q1 2023Q3 20233
AMAT APPLIED MATLS INC330.05%0.06%0.07%Q1 2023Q3 20233
VV VANGUARD INDEX FDS210.05%0.06%0.07%Q4 2021Q2 20233
LOW LOWES COS INC330.05%0.06%0.07%Q1 2023Q3 20233
ANSS ANSYS INC330.06%0.06%0.06%Q1 2023Q3 20233
WFC WELLS FARGO CO NEW330.05%0.06%0.06%Q1 2023Q3 20233
EXPO EXPONENT INC330.05%0.06%0.06%Q4 2022Q2 20233
TLT ISHARES TR330.01%0.02%0.04%Q1 2022Q3 20223
CCO CLEAR CHANNEL OUTDOOR ...330.01%0.01%0.02%Q4 2021Q2 20223
FB META PLATFORMS INC330.00%0.00%0.01%Q4 2021Q2 20223
AGG ISHARES TR110.20%0.24%0.27%Q1 2022Q3 20222
JMST J P MORGAN EXCHANGE-TR...220.17%0.20%0.23%Q4 2021Q1 20222
PCY INVESCO EXCH TRADED FD...220.07%0.20%0.33%Q4 2021Q1 20222
TFI SPDR SER TR220.17%0.19%0.20%Q4 2021Q1 20222
SPYV SPDR SER TR220.14%0.15%0.15%Q1 2022Q2 20222
GSK GSK PLC220.07%0.14%0.20%Q1 2022Q2 20222
MO ALTRIA GROUP INC220.11%0.12%0.13%Q4 2021Q1 20222
MCK MCKESSON CORP220.10%0.10%0.10%Q2 2023Q3 20232
HAS HASBRO INC220.07%0.09%0.11%Q2 2023Q3 20232
VIRT VIRTU FINL INC220.07%0.08%0.10%Q1 2022Q2 20222
NET CLOUDFLARE INC220.07%0.08%0.09%Q4 2021Q1 20222
MDT MEDTRONIC PLC220.07%0.08%0.09%Q2 2023Q3 20232
WRB BERKLEY W R CORP220.08%0.08%0.08%Q3 2022Q4 20222
AZN ASTRAZENECA PLC220.07%0.07%0.07%Q2 2023Q3 20232
TXN TEXAS INSTRS INC220.06%0.07%0.08%Q1 2022Q2 20222
RBLX ROBLOX CORP220.05%0.07%0.08%Q2 2023Q3 20232
ETN EATON CORP PLC220.06%0.06%0.07%Q2 2023Q3 20232
LII LENNOX INTL INC220.06%0.06%0.07%Q2 2023Q3 20232
ISRG INTUITIVE SURGICAL INC220.06%0.06%0.07%Q2 2023Q3 20232
BIV VANGUARD BD INDEX FDS220.06%0.06%0.06%Q4 2022Q1 20232
IBKR INTERACTIVE BROKERS GR...220.06%0.06%0.06%Q1 2023Q2 20232
DE DEERE & CO220.05%0.06%0.06%Q4 2022Q1 20232
TGT TARGET CORP110.05%0.06%0.06%Q1 2022Q1 20232
CRL CHARLES RIV LABS INTL INC110.05%0.06%0.06%Q4 2022Q2 20232
BLK BLACKROCK INC220.06%0.06%0.06%Q2 2023Q3 20232
ZBRA ZEBRA TECHNOLOGIES COR...220.06%0.06%0.06%Q1 2023Q2 20232
MS MORGAN STANLEY220.05%0.06%0.06%Q2 2023Q3 20232
WSO WATSCO INC220.06%0.06%0.06%Q2 2023Q3 20232
OMNIAB INC220.02%0.02%0.02%Q2 2023Q3 20232
SPYG SPDR SER TR110.38%0.38%0.38%Q1 2022Q1 20221
VCIT VANGUARD SCOTTSDALE FDS110.16%0.16%0.16%Q1 2022Q1 20221
VOOG VANGUARD ADMIRAL FDS INC110.14%0.14%0.14%Q2 2022Q2 20221
INFO IHS MARKIT LTD110.14%0.14%0.14%Q4 2021Q4 20211
PPL PPL CORP110.13%0.13%0.13%Q4 2021Q4 20211
NTRS NORTHERN TR CORP110.12%0.12%0.12%Q4 2021Q4 20211
VOOV VANGUARD ADMIRAL FDS INC110.11%0.11%0.11%Q2 2022Q2 20221
SCHP SCHWAB STRATEGIC TR110.10%0.10%0.10%Q1 2022Q1 20221
MDY SPDR S&P MIDCAP 400 ET...110.10%0.10%0.10%Q4 2022Q4 20221
VMBS VANGUARD SCOTTSDALE FDS110.10%0.10%0.10%Q1 2022Q1 20221
LYB LYONDELLBASELL INDUSTR...110.09%0.09%0.09%Q3 2023Q3 20231
SCHM SCHWAB STRATEGIC TR110.08%0.08%0.08%Q4 2021Q4 20211
EXC EXELON CORP110.08%0.08%0.08%Q4 2021Q4 20211
ACWX ISHARES TR110.08%0.08%0.08%Q3 2022Q3 20221
VSGX VANGUARD WORLD FD110.07%0.07%0.07%Q4 2021Q4 20211
TROW PRICE T ROWE GROUP INC110.07%0.07%0.07%Q1 2022Q1 20221
EFX EQUIFAX INC110.06%0.06%0.06%Q2 2023Q2 20231
IEFA ISHARES TR110.06%0.06%0.06%Q4 2022Q4 20221
JKHY HENRY JACK & ASSOC INC110.06%0.06%0.06%Q2 2023Q2 20231
AAP ADVANCE AUTO PARTS INC110.06%0.06%0.06%Q1 2023Q1 20231
ASPEN TECHNOLOGY INC110.06%0.06%0.06%Q1 2023Q1 20231
PLD PROLOGIS INC.110.05%0.05%0.05%Q2 2023Q2 20231
LRCX LAM RESEARCH CORP110.05%0.05%0.05%Q2 2023Q2 20231
PNW PINNACLE WEST CAP CORP110.05%0.05%0.05%Q2 2023Q2 20231
HKIB AMTD IDEA GROUP110.01%0.01%0.01%Q3 2022Q3 20221
ACB AURORA CANNABIS INC110.01%0.01%0.01%Q3 2023Q3 20231
CLXPF CYBIN INC110.01%0.01%0.01%Q3 2023Q3 20231
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The securities at the top of the list , including SCHWAB STRATEGIC TR, VANGUARD INDEX FDS, and ISHARES TR, are the highest-conviction holdings of Thrive Wealth Management, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Thrive Wealth Management, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Thrive Wealth Management, LLC owns currently or has owned in the past.