• 13F History

Thrive Wealth Management, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 10, 2025
Value $
$523M
Signature - Title
Michael Ptaszenski - Managing Member and Chief Compliance Officer
Location
Audubon, PA
Summary
This page shows a list of all the recent 13F filings made by Thrive Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Thrive Wealth Management, LLC reported 219 stock holdings with total value $523M as of Q1 2025. Top holdings included VTV, SCHG, SPY, AAPL, and INTF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 219 $523M +$17M -$30.9M -$13.9M VTV, SCHG, SPY, AAPL, INTF 13F-HR 4/10/2025, 04:59 PM
Q4 2024 196 $556M +$141M -$15M +$126M SCHG, VTV, SPY, AAPL, VUG 13F-HR 1/16/2025, 11:16 AM
Q3 2024 214 $545M +$14.4M -$9.25M +$5.16M SCHG, VTV, SPY, INTF, VUG 13F-HR 10/4/2024, 04:32 PM
Q2 2024 216 $511M +$24.6M -$6.95M +$17.6M SCHG, VTV, SPY, VUG, INTF 13F-HR 7/12/2024, 02:47 PM
Q1 2024 211 $484M +$25.3M -$28.5M -$3.23M SCHG, VTV, SPY, INTF, VUG 13F-HR 4/15/2024, 09:05 PM
Q4 2023 195 $449M +$43.6M -$9.61M +$34M SCHG, VTV, SPY, INTF, VUG 13F-HR 1/9/2024, 05:50 PM
Q3 2023 169 $376M +$13M -$6.44M +$6.53M VTV, SCHG, SPY, INTF, VUG 13F-HR 10/13/2023, 10:26 AM
Q2 2023 180 $386M +$15.3M -$42.9M -$27.6M SCHG, VTV, SPY, VUG, INTF 13F-HR 7/11/2023, 09:04 PM
Q1 2023 171 $390M +$40.1M -$12.7M +$27.4M SCHG, VTV, SPY, VWO, IJR 13F-HR 4/7/2023, 01:17 PM
Q4 2022 159 $349M +$84.9M -$37.8M +$47.1M VTV, SCHG, VWO, IJR, VONE 13F-HR 1/25/2023, 06:39 AM
Q3 2022 147 $285M +$52.5M -$29.3M +$23.2M VTV, SCHG, QUAL, VONE, AAPL 13F-HR 10/24/2022, 03:42 PM
Q2 2022 147 $287M +$46M -$38.6M +$7.4M SCHG, VTV, QUAL, IUSB, VONE 13F-HR 7/8/2022, 06:08 PM
Q1 2022 155 $338M +$120M -$16.7M +$103M SCHG, QUAL, IUSB, VTV, MUB 13F-HR 5/2/2022, 11:55 AM
Q4 2021 145 $293M SCHG, QUAL, VTV, HYMB, VONE 13F-HR 2/14/2022, 11:32 AM