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Home > Institutional Investor > Thryve Wealth Management Llc > Profile

Instuitional Investor - Thryve Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Thryve Wealth Management Llc
Portfolio Value $178,910,167
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 64,680 $47,630,352 26.62%
2.
Spdr Series Trust
 KRE 379,473 $33,348,084 18.64%
3.
Vanguard World Fund
 VGT 118,926 $14,213,981 7.94%
4.
First Tr Exchange Traded Fd - RBA INDL ETF
 89,308 $11,900,291 6.65%
5.
First Tr Exchange-Traded Fd
 55,589 $10,659,191 5.96%
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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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.