Thrive Capital Management, LLC
CIK 1845943 · Holdings on Dec 31, 2023 · First reported Jan 29, 2024
Top ten holdings
Q4 2023- DGRO8.37%
- VYM6.30%
- SPYG5.00%
- SHYG4.29%
- QYLD2.96%
- XYLD2.87%
- AAPL2.23%
- AOM2.07%
- VYMI2.05%
- HYG2.01%
Share classes counted separately38.15%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DGROISHARES CORE DIVIDEND GROWTHCORE DIV GRWTH View history and evidence | $15.64M | 8.37% | 290.62K shares | — | ↗▾ | |
| 02 | VYMVANGUARD HIGH DVD YIELD ETFHIGH DIV YLD View history and evidence | $11.77M | 6.30% | 105.46K shares | — | ↗▾ | |
| 03 | SPYGSS SPDR P S&P 500 GROWTH ETFPRTFLO S&P500 GW View history and evidence | $9.35M | 5.00% | 143.79K shares | — | ↗▾ | |
| 04 | SHYGISHARES 0-5 YR HY CORP BOND0-5YR HI YL CP View history and evidence | $8.02M | 4.29% | 189.98K shares | — | ↗▾ | |
| 05 | QYLDGLOBAL X NASD 100 COV CALLNASDAQ 100 COVER View history and evidence | $5.53M | 2.96% | 318.65K shares | — | ↗▾ | |
| 06 | XYLDGLOBAL X S&P 500 COVE CALL ES&P 500 COVERED View history and evidence | $5.37M | 2.87% | 136.14K shares | — | ↗▾ | |
| 07 | AAPLAPPLE INC View history and evidence | $4.16M | 2.23% | 21.61K shares | — | ↗▾ | |
| 08 | AOMISHARES CORE 40/60 MODERATEMODERT ALLOC ETF View history and evidence | $3.88M | 2.07% | 93.41K shares | — | ↗▾ | |
| 09 | VYMIVANGUARD INT HIGH DVD YLD ININTL HIGH ETF View history and evidence | $3.83M | 2.05% | 57.54K shares | — | ↗▾ | |
| 10 | HYGISHR IBX USD HIYLD CB ETF-UIIBOXX HI YD ETF View history and evidence | $3.76M | 2.01% | 48.53K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CL COLGATE-PALMOLIVE CO | Non-derivative | — | — | SEC filing ↗ | |
| 904767704 UNILEVER PLC | Non-derivative | — | — | SEC filing ↗ | |
| BTI BRITISH AMERICAN TOB-SP ADR | Non-derivative | — | — | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1845943 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 29, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 186948855
}Research all 156 reported holdings.
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