Thrive-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "POOL",
  "OLLI",
  "PBA",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "MAIN",
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "WRB",
  "HRB",
  null,
  "CRBU",
  "CCI",
  "CMI",
  "DUK",
  "MARA",
  "EDIT",
  null,
  "IBKR",
  "TERN",
  "GD",
  "GIS",
  "HON",
  "HD",
  "AZN",
  "MCD",
  "INTU",
  "UNP",
  "QCOM",
  "AMAT",
  "RIVN",
  "EMR",
  "ICE",
  "MUB",
  "META",
  "MVIS",
  "OABI",
  "IVW",
  "IJH",
  "LRCX",
  "LIN",
  "MMC",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "EXC",
  "FICO",
  "GE",
  "IBRX",
  "DG",
  "IJR",
  "IWD",
  "ORCL",
  "KHC",
  "EEM",
  "IWF",
  "PYPL",
  "PEP",
  "PNC",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "INTC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "LPLA",
  "AMGN",
  null,
  "IEFA",
  "SPGI",
  "SCHX",
  null,
  "NOW",
  "RTX",
  null,
  null,
  "AMT",
  "IBM",
  "SBUX",
  "CI",
  "TMO",
  "TJX",
  "TRV",
  "UPS",
  "VO",
  "VV",
  "SCHW",
  "VWO",
  null,
  null,
  "VIG",
  "IT",
  "GSK",
  "ETR",
  null,
  "VYM",
  null,
  "VRSK",
  "SAIA",
  "SEIC",
  "ARE",
  "AFL",
  "APH",
  "ALLE",
  "SDY",
  "WSO",
  "WEC",
  "FTNT",
  "IWR",
  "EFX",
  "ES",
  null,
  "AMZN",
  "SCHB",
  "IVE",
  null,
  "VUG",
  "VEA",
  "VONE",
  null,
  "VBK",
  "VBR",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "VRSN",
  "V",
  "WMT",
  "WFC",
  null,
  "XYL",
  "ZBRA",
  "LNT",
  "SCHD",
  "ET",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "JKHY",
  "NDSN",
  null,
  "SO",
  "PPL",
  "ROL",
  "CRM",
  "RBLX",
  "TDY",
  "LII",
  "IXUS",
  "LYB",
  "ZWS",
  "OLED",
  "MCK",
  "ADP",
  "BAC",
  "BRK-B",
  "BSY",
  "BJ",
  "BMY",
  "BFAM",
  "CHE",
  "CVX",
  "CB",
  "CHH",
  "CSCO",
  "C",
  "KO",
  "COLL",
  "CMCSA",
  "COP",
  "COO",
  "COST",
  "DHR",
  "DE",
  "EFA",
  "IWB",
  "NEE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-10
Total Holdings: 219
Total Value: 523275029
Accession Number: 0001085146-25-002014
Form Type: 13F-HR
CIK: thrive-wealth-management
Manager Name: Thrive-Wealth-Management

Data Enrichment

93% identified

203 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

219 positions • $523.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 11

Sort by:

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:5.8K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$523.3M)

CHEVRON CORP

CVX|166764100

Shares:8.5K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$523.3M)

464287804

IJR|464287804

Shares:13.3K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$523.3M)

EXXON MOBIL CORP

XOM|30231G102

Shares:11.6K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$523.3M)

DANAHER CORP /DE/

DHR|235851102

Shares:6.7K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$523.3M)

S&P Global Inc.

SPGI|78409V104

Shares:2.7K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$523.3M)

808524797

SCHD|808524797

Shares:48.6K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$523.3M)

Tesla, Inc.

TSLA|88160R101

Shares:5.0K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$523.3M)

AbbVie Inc.

ABBV|00287Y109

Shares:6.0K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$523.3M)

PFIZER INC

PFE|717081103

Shares:45.3K

Value:$1.1M