Top 43 Thryve Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 24.99% | 64.8K | $37.4M | -1.71%(-1.12K) | $607.34(+16.73%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 18.18% | 355.6K | $27.2M | +2.61%(+9.06K) | $79.26(+9.76%) | 2026-03-31 | |
| AIRR | FIRST TR EXCHANGE TRADED FD | 6.29% | 85.1K | $9.4M | +2.83%(+2.34K) | $97.69(+30.78%) | 2026-03-31 | |
| GRID | FIRST TR EXCHANGE-TRADED FD | 5.75% | 52.7K | $8.6M | +3.46%(+1.76K) | $152.26(+25.96%) | 2026-03-31 | |
| PAVE | GLOBAL X FDS | 5.53% | 162.9K | $8.3M | +3.56%(+5.59K) | $47.76(+16.01%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 5.36% | 11.5K | $8.0M | +33.71%(+2.90K) | $93.00(+21.83%) | 2026-03-31 | |
| PHO | INVESCO EXCHANGE TRADED FD T | 4.5% | 100.9K | $6.7M | +4.26%(+4.12K) | $71.15(-9.52%) | 2026-03-31 | |
| BLOK | AMPLIFY ETF TR | 4.5% | 135.2K | $6.7M | +1.20%(+1.60K) | $61.86(+1.43%) | 2026-03-31 | |
| CMF | ISHARES TR | 3.72% | 97.9K | $5.6M | -3.47%(-3.52K) | $57.25(-0.80%) | 2026-03-31 | |
| FLOT | ISHARES TR | 2.93% | 86.0K | $4.4M | +34.46%(+22.05K) | $50.96(-0.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -14.08% | -36.57% |
| Top 20 Holdings Unweighted | -15.39% | -39.42% |
Sign up free to track Thryve Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.