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Thrive Wealth Management, LLC

All holdings · as of Dec 31, 2025

237 positions

CompanyClassValueShares% of portfolio
EXXON MOBIL CORP$1.60M13,2630.2%
VANGUARD INSTL INDEX FD$1.59M21,0220.2%
DANAHER CORP /DE$1.50M6,5380.2%
SCHWAB STRATEGIC TR$1.46M48,5660.2%
SCHWAB STRATEGIC TR$1.44M52,5150.2%
S&P Global Inc.$1.38M2,6340.2%
AbbVie Inc.$1.33M5,8110.2%
CISCO SYSTEMS, INC.$1.31M16,9950.2%
ISHARES TR$1.25M5,9510.2%
ELI LILLY & Co$1.25M1,1590.2%
CHEVRON CORP$1.22M8,0370.2%
MCKESSON CORP$1.21M1,4790.2%
ISHARES TR$1.21M9,8240.2%
TJX Cos Inc/The$1.21M7,8710.2%
CATERPILLAR INC$1.21M2,1040.2%
Philip Morris International Inc.$1.17M7,2900.2%
VANGUARD WHITEHALL FDS$1.15M8,0040.2%
ISHARES TR$1.14M17,2910.2%
WELLS FARGO & COMPANY/MN$1.10M11,7720.2%
CITIGROUP INC$1.08M9,2960.2%
AMGEN INC$1.07M3,2820.2%
COCA COLA CO$1.07M15,2660.2%
MCDONALD'S CORP$1.06M3,4650.2%
Duke Energy Corp$1.03M8,8270.2%
HOME DEPOT, INC.$1.01M2,9480.1%
AMPHENOL CORP /DE$1.01M7,4780.1%
INTUIT INC.$1.01M1,5200.1%
Palantir Technologies Inc$997.4K5,6110.1%
PEMBINA PIPELINE CORP$995.7K26,1620.1%
Union Pacific Corp$986.7K4,2650.1%
The PNC Financial Services Group, Inc.$981.0K4,7000.1%
CAPITAL GRP FIXED INCM ETF T$950.2K37,2920.1%
ECOLAB INC.$948.4K3,6130.1%
LINDE PLC$946.4K2,2190.1%
PIMCO ETF TR$943.4K35,3600.1%
COLLEGIUM PHARMACEUTICAL, INC.$941.1K20,3260.1%
Verisk Analytics, Inc.$900.7K4,0270.1%
ISHARES TR$890.7K8,9180.1%
AT&T INC.$869.7K35,0120.1%
ISHARES TR$855.5K3,4750.1%
VANGUARD SPECIALIZED FUNDS$854.6K3,8880.1%
RTX Corp$822.5K4,4850.1%
VeriSign Inc$787.9K3,2430.1%
Energy Transfer LPETMLP$775.6K47,0340.1%
iShares MSCI UAE ETF$767.2K5,1600.1%
INVESCO QQQ TR$763.1K1,2420.1%
VERIZON COMMUNICATIONS INC$762.5K18,7200.1%
AMERICAN EXPRESS CO$750.6K2,0290.1%
GENERAL DYNAMICS CORP$729.1K2,1660.1%
PFIZER INC$718.5K28,8550.1%
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