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Thrive Wealth Management, LLC

All holdings · as of Dec 31, 2025

237 positions

CompanyClassValueShares% of portfolio
QUALCOMM INC/DE—$453.7K2,6530.1%
DOLLAR GENERAL CORP—$454.3K3,4220.1%
ABBOTT LABORATORIES—$455.8K3,6380.1%
Intercontinental Exchange, Inc.—$455.8K2,8140.1%
Air Products & Chemicals, Inc.—$473.1K1,9150.1%
Zoetis Inc.—$484.7K3,8520.1%
NEXTERA ENERGY INC—$485.8K6,0520.1%
ISHARES TR—$488.4K8,9270.1%
Constellation Energy Corp—$493.1K1,3960.1%
SoFi Technologies, Inc.—$510.3K19,4920.1%
SCHWAB STRATEGIC TR—$514.9K18,0800.1%
ALLIANT ENERGY CORP—$517.1K7,9540.1%
MARSH & MCLENNAN COMPANIES, INC.—$521.3K2,8100.1%
American Tower Corp—$522.9K2,9780.1%
Medtronic plc—$534.9K5,5690.1%
CME Group Inc—$537.3K1,9670.1%
UNITEDHEALTH GROUP INC—$551.5K1,6710.1%
THE GOLDMAN SACHS GROUP, INC.—$556.3K6330.1%
LPL Financial Holdings Inc.—$560.8K1,5700.1%
SOUTHERN CO—$563.0K6,4570.1%
WEC ENERGY GROUP, INC.—$564.0K5,3480.1%
Interactive Brokers Group Inc—$586.0K9,1120.1%
ENTERGY CORP /DE—$589.2K6,3750.1%
LAM RESEARCH CORP—$592.7K3,4630.1%
Netflix Inc—$594.2K6,3380.1%
Fortinet Inc—$594.7K7,4890.1%
ROBLOX Corp—$605.1K7,4680.1%
CUMMINS INC—$616.1K1,2070.1%
EQUIFAX INC—$630.8K2,9070.1%
PEPSICO INC—$638.3K4,4470.1%
BANK OF AMERICA CORP /DE—$653.3K11,8780.1%
COSTCO WHOLESALE CORP /NEW—$673.0K7800.1%
Walmart Inc.—$679.7K6,1000.1%
WISDOMTREE TR—$681.3K7,6180.1%
Xylem Inc.—$683.0K5,0150.1%
VANGUARD WELLINGTON FD—$684.7K6,7410.1%
BOSTON SCIENTIFIC CORP—$704.4K7,3870.1%
PFIZER INC—$718.5K28,8550.1%
GENERAL DYNAMICS CORP—$729.1K2,1660.1%
AMERICAN EXPRESS CO—$750.6K2,0290.1%
VERIZON COMMUNICATIONS INC—$762.5K18,7200.1%
INVESCO QQQ TR—$763.1K1,2420.1%
iShares MSCI UAE ETF—$767.2K5,1600.1%
Energy Transfer LPETMLP$775.6K47,0340.1%
VeriSign Inc—$787.9K3,2430.1%
RTX Corp—$822.5K4,4850.1%
VANGUARD SPECIALIZED FUNDS—$854.6K3,8880.1%
ISHARES TR—$855.5K3,4750.1%
AT&T INC.—$869.7K35,0120.1%
ISHARES TR—$890.7K8,9180.1%
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