Long-term investor

Thrive Wealth Management, LLC @thrivewealthmanagementll

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001847610).

Record

  • Tracked since 2025-06-30 (431 days), 37 trades recorded
  • Returns: week n/a · month n/a · 90 days +11.9% · 6 months +10.3% · 1 year +18.2% · all +18.2%
  • Max drawdown -3.4% · Sharpe 0.94 · win rate 18% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 922908744 · 24.1% · long · since 2025-06-30
  • 808524300 · 23.3% · long · since 2025-06-30
  • 78462F103 · 3.8% · long · since 2025-06-30
  • 46434V274 · 2.6% · long · since 2025-06-30
  • AAPL · 2.4% · long · since 2025-06-30
  • 922908736 · 2.1% · long · since 2025-06-30
  • 78467Y107 · 1.6% · long · since 2025-06-30
  • 922908363 · 1.4% · long · since 2025-06-30
  • 808524805 · 1.4% · long · since 2025-06-30
  • 922908751 · 1.3% · long · since 2025-06-30
  • 92206C730 · 1.3% · long · since 2025-06-30
  • 808524409 · 1.3% · long · since 2025-06-30

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