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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 $787,138,349
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - VALUE ETF
 869,143 $189,412,283 24.06%
2.
Schwab Strategic Trust
 SCHD 5,430,697 $183,774,785 23.35%
3.
Spdr S & P 500 Etf Trust
 SPY 32,564 $24,317,878 3.09%
4.
Ishares Tr
 509,257 $20,859,154 2.65%
5.
Apple Inc.
 AAPL 58,074 $16,804,228 2.13%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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