Thrive Wealth Management, LLC
Top Portfolio Positions
162 positions ·
$181,534,290 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
Holdings in OABI
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,131 | 17,281 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $31,969 | 17,281 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $27,649 | 17,281 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $30,068 | 17,281 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $38,594 | 16,081 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $56,926 | 16,081 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $68,022 | 16,081 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $60,303 | 16,081 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $76,590 | 14,131 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $87,188 | 14,131 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $73,339 | 14,131 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $71,078 | 14,131 | Shares | Sole | 2023-07-12 | |
| No 13F history on record for this holder in this stock. | ||||||