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Michael Ptaszenski

@Thrive Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$556.141MTotal holdings196
Assets growth rate2.04%Assets growth rate (2-Q avg)4.39%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Thrive Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 196 positions.

Assets under management

The assets under management (AUM) of Thrive Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 556.141M in assets, with a quarterly growth rate of 2.04% and a 2-quarter average growth rate of 4.39%. The portfolio is managed by Michael Ptaszenski, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LRCXLam Research Corp
Recent Activity
New Position
0.04%
$207,878
2,878 shares@ $72.24 avg price
TRVTravelers Companies Inc
Recent Activity
New Position
0.04%
$204,683
850 shares@ $240.81 avg price
CRBUCaribou Biosciences Inc
Recent Activity
New Position
0.01%
$50,880
32,000 shares@ $1.59 avg price
EDITEditas Medicine Inc
Recent Activity
New Position
0.01%
$36,195
28,500 shares@ $1.27 avg price