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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
MDLZMondelez Intl Inc
Recent Activity
Exited
0%
$340,467
4,622 shares@ $73.67 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$339,925
358 shares@ $949.52 avg price
PSECProspect Cap Corp
Recent Activity
Exited
0%
$280,488
52,428 shares@ $5.35 avg price
CIThe Cigna Group
Recent Activity
Exited
0%
$270,995
782 shares@ $346.55 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$268,459
329 shares@ $815.99 avg price
BFAMBright Horizons Fam Sol In D
Recent Activity
Exited
0%
$263,725
1,882 shares@ $140.14 avg price
RIORio Tinto Plc
Recent Activity
Exited
0%
$258,205
3,628 shares@ $71.18 avg price
BITOProshares Tr
Recent Activity
Exited
0%
$242,079
12,615 shares@ $19.19 avg price
EXPOExponent Inc
Recent Activity
Exited
0%
$241,050
2,091 shares@ $115.28 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Exited
0%
$240,541
1,466 shares@ $164.08 avg price