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Size ($ in 1000's)
At 03/31/2024: $483,931
At 12/31/2023: $449,300
Thrive Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Thrive Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Thrive Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Thrive Wealth Management LLC.
In the Thrive Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Thrive Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Thrive Wealth Management LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| SCHWAB STRATEGIC TR |
1,240,444 |
+664 |
$115,014 | | SCHG | 1,240,444 | +664 | $115,014 | | VANGUARD INDEX FDS (VTV) |
695,646 |
+39,425 |
$113,293 | | VTV | 695,646 | +39,425 | $113,293 | | SPDR S&P 500 ETF TR (SPY) |
36,998 |
+14 |
$19,352 | | SPY | 36,998 | +14 | $19,352 | | ISHARES TR (INTF) |
399,906 |
+19,680 |
$11,933 | | INTF | 399,906 | +19,680 | $11,933 | | VANGUARD INDEX FDS (VUG) |
30,912 |
-1,418 |
$10,640 | | VUG | 30,912 | -1,418 | $10,640 | | MICROSOFT CORP |
24,779 |
+393 |
$10,425 | | MSFT | 24,779 | +393 | $10,425 | | VANGUARD INDEX FDS (VOO) |
17,489 |
-480 |
$8,407 | | VOO | 17,489 | -480 | $8,407 | | VANGUARD SCOTTSDALE FDS (VONE) |
34,091 |
-2,660 |
$8,125 | | VONE | 34,091 | -2,660 | $8,125 | | APPLE INC |
43,669 |
+563 |
$7,488 | | AAPL | 43,669 | +563 | $7,488 | | SCHWAB STRATEGIC TR |
84,309 |
-2,721 |
$6,406 | | SCHV | 84,309 | -2,721 | $6,406 | | SCHWAB STRATEGIC TR |
142,746 |
-28,201 |
$5,570 | | SCHF | 142,746 | -28,201 | $5,570 | | VANGUARD INTL EQUITY INDEX F (VWO) |
110,832 |
+33,523 |
$4,629 | | VWO | 110,832 | +33,523 | $4,629 | | VANGUARD INDEX FDS (VB) |
19,646 |
-4,248 |
$4,491 | | VB | 19,646 | -4,248 | $4,491 | | JOHNSON & JOHNSON |
24,518 |
+7,383 |
$3,879 | | JNJ | 24,518 | +7,383 | $3,879 | | ISHARES TR (IQLT) |
97,750 |
+4,221 |
$3,877 | | IQLT | 97,750 | +4,221 | $3,877 | | ALPHABET INC |
25,316 |
-690 |
$3,855 | | GOOG | 25,316 | -690 | $3,855 | | SCHWAB STRATEGIC TR |
57,441 |
+24,963 |
$3,565 | | SCHX | 57,441 | +24,963 | $3,565 | | AMAZON COM INC |
19,579 |
-1,062 |
$3,532 | | AMZN | 19,579 | -1,062 | $3,532 | | NVIDIA CORPORATION |
3,437 |
+152 |
$3,106 | | NVDA | 3,437 | +152 | $3,106 | | ISHARES TR (IVV) |
5,885 |
-1,472 |
$3,094 | | IVV | 5,885 | -1,472 | $3,094 | | SEI INVTS CO |
40,723 |
-39,125 |
$2,928 | | SEIC | 40,723 | -39,125 | $2,928 | | ISHARES TR (MUB) |
26,053 |
-49,111 |
$2,803 | | MUB | 26,053 | -49,111 | $2,803 |  BERKSHIRE HATHAWAY INC DEL |
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$2,710 | | BRK.B | 6,444 | +121 | $2,710 | | MERCK & CO INC |
20,470 |
+363 |
$2,701 | | MRK | 20,470 | +363 | $2,701 | | VISA INC |
9,601 |
+17 |
$2,679 | | V | 9,601 | +17 | $2,679 | | ISHARES TR (EFA) |
33,521 |
-13,591 |
$2,677 | | EFA | 33,521 | -13,591 | $2,677 | | PROCTER AND GAMBLE CO |
16,326 |
+645 |
$2,649 | | PG | 16,326 | +645 | $2,649 | | SALESFORCE INC |
8,686 |
+476 |
$2,616 | | CRM | 8,686 | +476 | $2,616 | | SPDR SER TR (HYMB) |
82,849 |
-149,515 |
$2,128 | | HYMB | 82,849 | -149,515 | $2,128 | | ISHARES TR (QUAL) |
12,923 |
+1,319 |
$2,124 | | QUAL | 12,923 | +1,319 | $2,124 | | ALPHABET INC |
13,112 |
+1,387 |
$1,979 | | GOOGL | 13,112 | +1,387 | $1,979 | | MASTERCARD INCORPORATED |
3,805 |
-139 |
$1,832 | | MA | 3,805 | -139 | $1,832 | | THERMO FISHER SCIENTIFIC INC |
3,119 |
+339 |
$1,813 | | TMO | 3,119 | +339 | $1,813 | | ISHARES INC (IEMG) |
34,511 |
-50,866 |
$1,781 | | IEMG | 34,511 | -50,866 | $1,781 | | LOCKHEED MARTIN CORP |
3,736 |
+39 |
$1,699 | | LMT | 3,736 | +39 | $1,699 | | JPMORGAN CHASE & CO |
7,854 |
+555 |
$1,573 | | JPM | 7,854 | +555 | $1,573 | | DANAHER CORPORATION |
6,070 |
+283 |
$1,516 | | DHR | 6,070 | +283 | $1,516 | | VANGUARD TAX MANAGED FDS (VEA) |
29,574 |
-838 |
$1,484 | | VEA | 29,574 | -838 | $1,484 | | ISHARES TR (IJR) |
13,407 |
-1,042 |
$1,482 | | IJR | 13,407 | -1,042 | $1,482 | | EXXON MOBIL CORP |
12,239 |
+535 |
$1,423 | | XOM | 12,239 | +535 | $1,423 | | CHEVRON CORP NEW |
8,946 |
-49 |
$1,411 | | CVX | 8,946 | -49 | $1,411 | | META PLATFORMS INC |
2,829 |
+176 |
$1,374 | | META | 2,829 | +176 | $1,374 | | INTERNATIONAL BUSINESS MACHS |
6,940 |
-371 |
$1,325 | | IBM | 6,940 | -371 | $1,325 | | SCHWAB STRATEGIC TR |
21,669 |
+3,239 |
$1,323 | | SCHB | 21,669 | +3,239 | $1,323 | | INTUIT |
2,034 |
-318 |
$1,322 | | INTU | 2,034 | -318 | $1,322 | | SCHWAB STRATEGIC TR |
15,422 |
+3,133 |
$1,243 | | SCHD | 15,422 | +3,133 | $1,243 | | HOME DEPOT INC |
3,202 |
+100 |
$1,228 | | HD | 3,202 | +100 | $1,228 | | ISHARES TR (IJH) |
20,058 |
+15,044 |
$1,218 | | IJH | 20,058 | +15,044 | $1,218 | | MCDONALDS CORP |
4,300 |
-160 |
$1,213 | | MCD | 4,300 | -160 | $1,213 | | ELI LILLY & CO |
1,554 |
+361 |
$1,209 | | LLY | 1,554 | +361 | $1,209 |
See Full List: All Stocks Held By Thrive Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Thrive Wealth Management LLC
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