Thrive Wealth Management, LLC

CIK
1847610
City
AUDUBON
State / Country
PA

Top Portfolio Positions

162 positions · $181,534,290 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
SPY
Spdr S&P 500 Etf Trust
32,422 $21,085,323 11.62%
AAPL
Apple Inc.
Technology
56,970 $14,458,416 7.96%
MDY
Spdr S&P Midcap 400 Etf Trust
17,760 $10,953,657 6.03%
NVDA
Nvidia Corp
Technology
42,964 $7,492,921 4.13%
MSFT
Microsoft Corp
Technology
19,705 $7,294,199 4.02%
SEIC
Sei Investments Co
Financial Services
76,779 $6,024,848 3.32%
JNJ
Johnson & Johnson
Healthcare
22,861 $5,588,142 3.08%
AMZN
Amazon Com Inc
Consumer Cyclical
25,283 $5,265,690 2.90%
GOOGL
Alphabet Inc.
Communication Services
14,036 $4,036,192 2.22%
V
Visa Inc.
Financial Services
8,311 $2,511,916 1.38%

Holdings in ET

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Report Date Value (USD) Shares
2026-03-31 $908,914 47,094