$285 Million is the total value of Thrive Wealth Management, LLC's 147 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 20.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $60,211,000 | +43.0% | 487,621 | +52.8% | 21.09% | +43.7% |
| SCHG | Buy | SCHWAB STRATEGIC TRus lcap gr etf | $57,399,000 | +9.0% | 1,028,476 | +13.2% | 20.11% | +9.5% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $25,098,000 | -5.2% | 241,470 | +1.9% | 8.79% | -4.8% |
| VONE | Sell | VANGUARD SCOTTSDALE FDSvng rus1000idx | $6,785,000 | -6.1% | 41,529 | -1.2% | 2.38% | -5.6% |
| AAPL | Buy | APPLE INC | $6,545,000 | +5.2% | 47,359 | +4.1% | 2.29% | +5.7% |
| MUB | Buy | ISHARES TRnational mun etf | $6,450,000 | +57.1% | 62,878 | +62.9% | 2.26% | +57.8% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $6,154,000 | -6.9% | 17,229 | -1.7% | 2.16% | -6.5% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $5,117,000 | +18.7% | 23,915 | +23.6% | 1.79% | +19.2% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $4,709,000 | +32.7% | 167,402 | +48.4% | 1.65% | +33.2% |
| SEIC | Buy | SEI INVTS CO | $4,695,000 | -5.0% | 95,723 | +4.6% | 1.64% | -4.5% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $4,393,000 | +37.7% | 75,081 | +46.9% | 1.54% | +38.4% |
| MSFT | Buy | MICROSOFT CORP | $3,123,000 | +2.6% | 13,408 | +13.1% | 1.09% | +3.0% |
| IEMG | Sell | ISHARES INCcore msci emkt | $2,860,000 | -33.0% | 66,543 | -23.5% | 1.00% | -32.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,789,000 | -6.7% | 17,074 | +1.4% | 0.98% | -6.2% |
| VOO | Buy | VANGUARD INDEX FDS | $2,680,000 | +17.1% | 8,165 | +23.7% | 0.94% | +17.7% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $2,674,000 | -0.7% | 15,643 | +2.3% | 0.94% | -0.3% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,670,000 | -46.3% | 73,162 | -38.7% | 0.94% | -46.0% |
| HYMB | Buy | SPDR SER TRnuveen bloomberg | $2,481,000 | +38.0% | 51,767 | +47.9% | 0.87% | +38.6% |
| IQLT | Sell | ISHARES TRmsci intl qualty | $2,452,000 | -29.9% | 88,277 | -22.0% | 0.86% | -29.6% |
| EFA | Sell | ISHARES TRmsci eafe etf | $2,327,000 | -27.3% | 41,544 | -18.9% | 0.82% | -27.0% |
| LNC | Sell | LINCOLN NATL CORP IND | $2,120,000 | -7.6% | 48,284 | -1.6% | 0.74% | -7.1% |
| PFE | Buy | PFIZER INC | $1,814,000 | -15.2% | 41,464 | +1.6% | 0.64% | -14.9% |
| MRK | Buy | MERCK & CO INC | $1,785,000 | +2.5% | 20,729 | +8.5% | 0.62% | +3.0% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,691,000 | +8.3% | 13,396 | +23.3% | 0.59% | +8.6% |
| LMT | Buy | LOCKHEED MARTIN CORP | $1,585,000 | -6.9% | 4,103 | +3.6% | 0.56% | -6.6% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,505,000 | +514.3% | 5,633 | +543.8% | 0.53% | +520.0% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,438,000 | +0.7% | 14,957 | +2190.5% | 0.50% | +1.2% |
| V | Buy | VISA INC | $1,395,000 | +7.6% | 7,850 | +19.2% | 0.49% | +8.2% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $1,392,000 | -11.8% | 3,882 | -6.8% | 0.49% | -11.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,339,000 | -1.7% | 5,013 | +0.5% | 0.47% | -1.3% |
| AMZN | Buy | AMAZON COM INC | $1,297,000 | +14.9% | 11,480 | +8.0% | 0.45% | +15.2% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $1,258,000 | +9.9% | 2,480 | +17.6% | 0.44% | +10.5% |
| DHR | Buy | DANAHER CORPORATION | $1,230,000 | +28.9% | 4,763 | +26.6% | 0.43% | +29.4% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $1,103,000 | +104.3% | 8,584 | +118.5% | 0.39% | +105.3% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $1,101,000 | -19.5% | 5,231 | -16.3% | 0.39% | -19.1% |
| CVX | Buy | CHEVRON CORP NEW | $1,079,000 | +47.8% | 7,508 | +48.9% | 0.38% | +48.2% |
| IUSB | Sell | ISHARES TRcore total usd | $1,029,000 | -96.0% | 23,134 | -95.8% | 0.36% | -96.0% |
| TSLA | Buy | TESLA INC | $1,008,000 | -3.1% | 3,801 | +146.0% | 0.35% | -2.8% |
| MODN | MODEL N INC | $979,000 | +33.7% | 28,615 | 0.0% | 0.34% | +34.5% | |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $895,000 | -34.5% | 23,669 | -32.5% | 0.31% | -34.2% |
| XOM | Buy | EXXON MOBIL CORP | $855,000 | +35.1% | 9,797 | +32.5% | 0.30% | +35.3% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $853,000 | -7.9% | 8,921 | +1999.1% | 0.30% | -7.4% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $848,000 | +18.3% | 2,983 | +31.4% | 0.30% | +18.8% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $813,000 | +122.1% | 23,308 | +155.2% | 0.28% | +122.7% |
| CRM | Buy | SALESFORCE INC | $811,000 | +13.0% | 5,641 | +29.7% | 0.28% | +13.6% |
| AGG | New | ISHARES TRcore us aggbd et | $763,000 | – | 7,923 | +100.0% | 0.27% | – |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $751,000 | -1.7% | 6,321 | +16.8% | 0.26% | -1.1% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $735,000 | -40.0% | 20,228 | -32.6% | 0.26% | -39.8% |
| TJX | Buy | TJX COS INC NEW | $720,000 | +69.4% | 11,594 | +52.4% | 0.25% | +70.3% |
| MCD | Buy | MCDONALDS CORP | $719,000 | +0.4% | 3,118 | +7.5% | 0.25% | +0.8% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $704,000 | +7.3% | 16,755 | +12.8% | 0.25% | +7.9% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $705,000 | +11.2% | 5,185 | +18.6% | 0.25% | +11.8% |
| HD | Buy | HOME DEPOT INC | $706,000 | +15.4% | 2,559 | +14.8% | 0.25% | +16.0% |
| DUK | Buy | DUKE ENERGY CORP NEW | $702,000 | -8.2% | 7,542 | +5.7% | 0.25% | -7.9% |
| KO | Buy | COCA COLA CO | $695,000 | -6.1% | 12,401 | +5.5% | 0.24% | -5.8% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $695,000 | +3.9% | 3,169 | +7.1% | 0.24% | +4.3% |
| FTNT | FORTINET INC | $694,000 | -13.1% | 14,120 | 0.0% | 0.24% | -12.9% | |
| PNC | Buy | PNC FINL SVCS GROUP INC | $681,000 | -4.1% | 4,560 | +1.3% | 0.24% | -3.6% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $665,000 | +0.3% | 3,099 | +19.5% | 0.23% | +0.9% |
| DG | Buy | DOLLAR GEN CORP NEW | $654,000 | +20.0% | 2,728 | +22.8% | 0.23% | +20.5% |
| PBA | Buy | PEMBINA PIPELINE CORP | $633,000 | -4.5% | 20,831 | +11.0% | 0.22% | -3.9% |
| ZTS | Buy | ZOETIS INCcl a | $634,000 | -6.2% | 4,277 | +8.7% | 0.22% | -5.9% |
| VRSK | Buy | VERISK ANALYTICS INC | $631,000 | +23.0% | 3,701 | +25.0% | 0.22% | +23.5% |
| LIN | Buy | LINDE PLC | $630,000 | +12.9% | 2,336 | +20.3% | 0.22% | +13.3% |
| CSCO | Buy | CISCO SYS INC | $626,000 | +26.2% | 15,643 | +34.5% | 0.22% | +26.6% |
| APH | Buy | AMPHENOL CORP NEWcl a | $624,000 | +33.6% | 9,316 | +28.4% | 0.22% | +34.4% |
| PEP | Buy | PEPSICO INC | $620,000 | +2.8% | 3,799 | +4.9% | 0.22% | +3.3% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $618,000 | +0.5% | 3,441 | +5.5% | 0.22% | +0.9% |
| JPM | Buy | JPMORGAN CHASE & CO | $608,000 | +2.0% | 5,821 | +10.0% | 0.21% | +2.4% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $606,000 | +1.2% | 1,199 | +2.8% | 0.21% | +1.4% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $598,000 | +33.2% | 3,700 | +50.5% | 0.21% | +33.1% |
| UNP | Buy | UNION PAC CORP | $581,000 | -4.8% | 2,981 | +4.2% | 0.20% | -4.2% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $577,000 | -5.7% | 3,501 | -3.2% | 0.20% | -5.2% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $570,000 | +10.0% | 3,818 | +14.5% | 0.20% | +10.5% |
| FISV | Buy | FISERV INC | $557,000 | +73.0% | 5,956 | +64.6% | 0.20% | +74.1% |
| FB | Buy | META PLATFORMS INCcl a | $555,000 | -2.5% | 4,093 | +15.9% | 0.19% | -2.0% |
| ECL | Buy | ECOLAB INC | $532,000 | +33.7% | 3,686 | +42.5% | 0.19% | +33.8% |
| ET | ENERGY TRANSFER L P | $508,000 | +10.7% | 46,034 | 0.0% | 0.18% | +11.2% | |
| PM | Buy | PHILIP MORRIS INTL INC | $504,000 | +1.6% | 6,075 | +21.0% | 0.18% | +2.3% |
| IT | Buy | GARTNER INC | $504,000 | +50.0% | 1,823 | +31.2% | 0.18% | +51.3% |
| SPGI | Buy | S&P GLOBAL INC | $494,000 | +6.7% | 1,617 | +17.7% | 0.17% | +7.5% |
| XYL | Buy | XYLEM INC | $467,000 | +43.7% | 5,341 | +28.3% | 0.16% | +45.1% |
| ABBV | Buy | ABBVIE INC | $469,000 | -9.6% | 3,497 | +3.1% | 0.16% | -9.4% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $469,000 | -19.8% | 12,359 | +7.1% | 0.16% | -19.6% |
| ENB | Buy | ENBRIDGE INC | $460,000 | -3.2% | 12,389 | +10.3% | 0.16% | -3.0% |
| APD | New | AIR PRODS & CHEMS INC | $450,000 | – | 1,934 | +100.0% | 0.16% | – |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $449,000 | +41.2% | 4,967 | +46.9% | 0.16% | +41.4% |
| NEE | Buy | NEXTERA ENERGY INC | $446,000 | +4.2% | 5,690 | +2.9% | 0.16% | +4.7% |
| INTU | Buy | INTUIT | $431,000 | +11.4% | 1,112 | +10.6% | 0.15% | +11.9% |
| USB | Buy | US BANCORP DEL | $432,000 | +12.2% | 10,710 | +28.1% | 0.15% | +12.7% |
| FHN | Buy | FIRST HORIZON CORPORATION | $418,000 | +37.5% | 18,242 | +31.1% | 0.15% | +37.7% |
| DVY | Buy | ISHARES TRselect divid etf | $411,000 | +4.1% | 3,835 | +14.3% | 0.14% | +4.3% |
| GIS | Buy | GENERAL MLS INC | $395,000 | +6.5% | 5,152 | +4.7% | 0.14% | +7.0% |
| PSX | Buy | PHILLIPS 66 | $392,000 | +53.1% | 4,851 | +55.2% | 0.14% | +53.9% |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $391,000 | -5.8% | 2,894 | 0.0% | 0.14% | -5.5% | |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $389,000 | -9.5% | 9,191 | -4.6% | 0.14% | -9.3% |
| GD | Buy | GENERAL DYNAMICS CORP | $386,000 | +14.9% | 1,821 | +20.0% | 0.14% | +15.4% |
| GILD | Buy | GILEAD SCIENCES INC | $376,000 | +27.0% | 6,093 | +27.1% | 0.13% | +28.2% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $375,000 | -8.3% | 5,278 | -0.7% | 0.13% | -8.4% |
| LLY | Sell | LILLY ELI & CO | $363,000 | -2.9% | 1,124 | -2.5% | 0.13% | -2.3% |
| CCI | Buy | CROWN CASTLE INC | $355,000 | +1.4% | 2,457 | +18.1% | 0.12% | +1.6% |
| HMOP | Sell | HARTFORD FDS EXCHANGE TRADEDmun oportunite | $353,000 | -47.5% | 9,689 | -45.5% | 0.12% | -47.0% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $350,000 | -12.9% | 1,273 | +15.9% | 0.12% | -12.1% |
| EMR | Buy | EMERSON ELEC CO | $345,000 | +0.9% | 4,709 | +9.7% | 0.12% | +1.7% |
| T | Buy | AT&T INC | $343,000 | -15.9% | 22,371 | +14.8% | 0.12% | -15.5% |
| COP | Buy | CONOCOPHILLIPS | $339,000 | +23.7% | 3,313 | +8.6% | 0.12% | +24.0% |
| DGRW | Sell | WISDOMTREE TRus qtly div grt | $336,000 | -7.9% | 6,235 | -2.1% | 0.12% | -7.1% |
| ANTM | New | ELEVANCE HEALTH INC | $331,000 | – | 730 | +100.0% | 0.12% | – |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $325,000 | +1.6% | 1,664 | +2.6% | 0.11% | +1.8% |
| AMGN | Buy | AMGEN INC | $322,000 | +8.8% | 1,429 | +17.5% | 0.11% | +9.7% |
| PSEC | Buy | PROSPECT CAP CORP | $319,000 | -11.1% | 51,449 | +0.2% | 0.11% | -10.4% |
| NVDA | Sell | NVIDIA CORPORATION | $317,000 | -22.9% | 2,613 | -3.7% | 0.11% | -22.4% |
| BAC | Buy | BK OF AMERICA CORP | $314,000 | +13.8% | 10,398 | +17.1% | 0.11% | +14.6% |
| PRU | Buy | PRUDENTIAL FINL INC | $314,000 | +3.6% | 3,659 | +15.5% | 0.11% | +3.8% |
| SO | Buy | SOUTHERN CO | $315,000 | +2.6% | 4,637 | +7.6% | 0.11% | +2.8% |
| New | GSK PLCsponsored adr | $303,000 | – | 10,294 | +100.0% | 0.11% | – | |
| LPLA | New | LPL FINL HLDGS INC | $293,000 | – | 1,341 | +100.0% | 0.10% | – |
| DIS | Buy | DISNEY WALT CO | $295,000 | +21.4% | 3,132 | +21.6% | 0.10% | +21.2% |
| ABT | New | ABBOTT LABS | $290,000 | – | 2,998 | +100.0% | 0.10% | – |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $292,000 | -14.6% | 3,572 | +0.5% | 0.10% | -14.3% |
| ORCL | Buy | ORACLE CORP | $290,000 | -10.2% | 4,747 | +2.7% | 0.10% | -9.7% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $288,000 | -50.9% | 9,835 | -34.1% | 0.10% | -50.5% |
| BGCP | BGC PARTNERS INCcl a | $282,000 | -6.9% | 89,900 | 0.0% | 0.10% | -6.6% | |
| WPC | Buy | WP CAREY INC | $278,000 | -3.1% | 3,979 | +14.8% | 0.10% | -3.0% |
| HPQ | Buy | HP INC | $244,000 | -16.4% | 9,807 | +10.1% | 0.08% | -16.7% |
| HON | Buy | HONEYWELL INTL INC | $244,000 | +5.6% | 1,458 | +9.9% | 0.08% | +4.9% |
| C | New | CITIGROUP INC | $239,000 | – | 5,734 | +100.0% | 0.08% | – |
| COST | Sell | COSTCO WHSL CORP NEW | $241,000 | -6.6% | 511 | -4.8% | 0.08% | -6.7% |
| NDSN | New | NORDSON CORP | $238,000 | – | 1,121 | +100.0% | 0.08% | – |
| CI | Buy | CIGNA CORP NEW | $230,000 | +6.5% | 828 | +1.0% | 0.08% | +8.0% |
| WRB | New | BERKLEY W R CORP | $222,000 | – | 3,441 | +100.0% | 0.08% | – |
| ACN | Buy | ACCENTURE PLC IRELAND | $220,000 | -2.7% | 856 | +5.2% | 0.08% | -2.5% |
| TFC | New | TRUIST FINL CORP | $219,000 | – | 5,029 | +100.0% | 0.08% | – |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $220,000 | -60.5% | 1,063 | -60.6% | 0.08% | -60.3% |
| ACWX | New | ISHARES TRmsci acwi ex us | $221,000 | – | 5,522 | +100.0% | 0.08% | – |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $213,000 | +2.9% | 1,487 | +7.8% | 0.08% | +4.2% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $213,000 | +3.9% | 2,440 | +9.9% | 0.08% | +5.6% |
| FXB | New | INVESCO CURRENCYSHARES BRITbrit poun strl | $215,000 | – | 2,006 | +100.0% | 0.08% | – |
| FUN | Buy | CEDAR FAIR L Pdepositry unit | $209,000 | -5.4% | 5,068 | +0.7% | 0.07% | -5.2% |
| INTC | Sell | INTEL CORP | $206,000 | -40.5% | 7,993 | -13.6% | 0.07% | -40.5% |
| SDY | New | SPDR SER TRs&p divid etf | $204,000 | – | 1,825 | +100.0% | 0.07% | – |
| LOAN | Sell | MANHATTAN BRDG CAP INC | $173,000 | -1.7% | 30,586 | -2.4% | 0.06% | 0.0% |
| EMD | WESTERN ASSET EMERGING MKTS | $159,000 | -9.7% | 19,961 | 0.0% | 0.06% | -8.2% | |
| New | HALEON PLCspon ads | $79,000 | – | 12,930 | +100.0% | 0.03% | – | |
| TLT | Buy | ISHARES TRcall | $37,000 | -65.7% | 34,000 | +5.3% | 0.01% | -65.8% |
| HKIB | New | AMTD IDEA GROUPsponsored ads | $28,000 | – | 23,880 | +100.0% | 0.01% | – |
| SRNE | SORRENTO THERAPEUTICS INC | $17,000 | -22.7% | 11,146 | 0.0% | 0.01% | -25.0% | |
| CCO | Exit | CLEAR CHANNEL OUTDOOR HLDGS | $0 | – | -14,952 | -100.0% | -0.01% | – |
| FB | Exit | META PLATFORMS INCput | $0 | – | -11,000 | -100.0% | -0.01% | – |
| VIRT | Exit | VIRTU FINL INCcl a | $0 | – | -8,554 | -100.0% | -0.07% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -1,390 | -100.0% | -0.08% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -2,982 | -100.0% | -0.08% | – |
| SNOW | Exit | SNOWFLAKE INCcl a | $0 | – | -1,553 | -100.0% | -0.08% | – |
| XRAY | Exit | DENTSPLY SIRONA INC | $0 | – | -7,701 | -100.0% | -0.10% | – |
| QRVO | Exit | QORVO INC | $0 | – | -3,123 | -100.0% | -0.10% | – |
| VOOV | Exit | VANGUARD ADMIRAL FDS INC500 val idx fd | $0 | – | -2,290 | -100.0% | -0.11% | – |
| ONLN | Exit | PROSHARES TRonline rtl etf | $0 | – | -9,561 | -100.0% | -0.11% | – |
| KMB | Exit | KIMBERLY-CLARK CORP | $0 | – | -2,448 | -100.0% | -0.12% | – |
| IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -1,880 | -100.0% | -0.14% | – |
| VOOG | Exit | VANGUARD ADMIRAL FDS INC500 grth idx f | $0 | – | -1,909 | -100.0% | -0.14% | – |
| SPYV | Exit | SPDR SER TRprtflo s&p500 vl | $0 | – | -11,876 | -100.0% | -0.15% | – |
| GSK | Exit | GSK PLCsponsored adr | $0 | – | -13,370 | -100.0% | -0.20% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -5,515 | -100.0% | -0.25% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-24
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 25.9% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 24.0% |
| ISHARES TR | 8 | Q3 2023 | 19.9% |
| SPDR S&P 500 ETF TR | 8 | Q3 2023 | 4.1% |
| VANGUARD SCOTTSDALE FDS | 8 | Q3 2023 | 3.1% |
| APPLE INC | 8 | Q3 2023 | 2.5% |
| VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 3.4% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 2.5% |
| SEI INVTS CO | 8 | Q3 2023 | 1.9% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 2.0% |
View Thrive Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-07 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-14 |
View Thrive Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.