Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Thrive Wealth Management, Llc > Profile

Instuitional Investor - Thrive Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Thrive Wealth Management, Llc
Portfolio Value $449,298,065
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,239,780 $102,852,174 22.89%
2.
Vanguard Index Fds
 656,221 $98,105,070 21.83%
3.
Spdr S & P 500 Etf Trust
 SPY 36,984 $17,578,869 3.91%
4.
Ishares Tr
 380,226 $10,657,744 2.37%
5.
Vanguard Index Fds
 32,330 $10,050,817 2.23%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)