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Thrive Wealth Management, LLC

All holdings · as of Dec 31, 2025

237 positions

CompanyClassValueShares% of portfolio
BOSTON SCIENTIFIC CORP—$704.4K7,3870.1%
VANGUARD WELLINGTON FD—$684.7K6,7410.1%
Xylem Inc.—$683.0K5,0150.1%
WISDOMTREE TR—$681.3K7,6180.1%
Walmart Inc.—$679.7K6,1000.1%
COSTCO WHOLESALE CORP /NEW—$673.0K7800.1%
BANK OF AMERICA CORP /DE—$653.3K11,8780.1%
PEPSICO INC—$638.3K4,4470.1%
EQUIFAX INC—$630.8K2,9070.1%
CUMMINS INC—$616.1K1,2070.1%
ROBLOX Corp—$605.1K7,4680.1%
Fortinet Inc—$594.7K7,4890.1%
Netflix Inc—$594.2K6,3380.1%
LAM RESEARCH CORP—$592.7K3,4630.1%
ENTERGY CORP /DE—$589.2K6,3750.1%
Interactive Brokers Group Inc—$586.0K9,1120.1%
WEC ENERGY GROUP, INC.—$564.0K5,3480.1%
SOUTHERN CO—$563.0K6,4570.1%
LPL Financial Holdings Inc.—$560.8K1,5700.1%
THE GOLDMAN SACHS GROUP, INC.—$556.3K6330.1%
UNITEDHEALTH GROUP INC—$551.5K1,6710.1%
CME Group Inc—$537.3K1,9670.1%
Medtronic plc—$534.9K5,5690.1%
American Tower Corp—$522.9K2,9780.1%
MARSH & MCLENNAN COMPANIES, INC.—$521.3K2,8100.1%
ALLIANT ENERGY CORP—$517.1K7,9540.1%
SCHWAB STRATEGIC TR—$514.9K18,0800.1%
SoFi Technologies, Inc.—$510.3K19,4920.1%
Constellation Energy Corp—$493.1K1,3960.1%
ISHARES TR—$488.4K8,9270.1%
NEXTERA ENERGY INC—$485.8K6,0520.1%
Zoetis Inc.—$484.7K3,8520.1%
Air Products & Chemicals, Inc.—$473.1K1,9150.1%
Intercontinental Exchange, Inc.—$455.8K2,8140.1%
ABBOTT LABORATORIES—$455.8K3,6380.1%
DOLLAR GENERAL CORP—$454.3K3,4220.1%
QUALCOMM INC/DE—$453.7K2,6530.1%
W. R. Berkley Corporation—$453.7K6,4700.1%
PRUDENTIAL FINANCIAL INC—$452.8K4,0110.1%
Morgan Stanley—$449.8K2,5340.1%
Walt Disney Co—$446.0K3,9200.1%
APPLIED MATERIALS INC /DE—$443.0K1,7240.1%
ISHARES TR—$431.5K3,0570.1%
Zurn Elkay Water Solutions Corp—$422.8K9,0940.1%
VANGUARD INDEX FDS—$416.0K1,4330.1%
ASTRAZENECA PLC—$413.0K4,4930.1%
Allegion plc—$407.3K2,5580.1%
iShares MSCI UAE ETF—$406.6K4,8040.1%
ROLLINS INC—$404.2K6,7350.1%
WISDOMTREE TR—$391.8K7,3840.1%
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