Ownership history in Thrive Wealth Management, LLC Β· 18 quarters on record
This page tracks every 13F SEC filing in which Thrive Wealth Management, LLC reported a position in NVIDIA CORPORATION (NVDA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Thrive Wealth Management, LLC outperformed the S&P 500 by +61.4% annually on this NVDA position. Timing score: 59% (10/17 decisions correct). Average cost basis: $120.64. Maximum drawdown during holding period: β58.7%.
π₯ Exceptional β beat the S&P 500 by 61.4% per year on this position.
12 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
10 of 17 add/trim decisions correct
Best entry: $14.60 (2022 Q4) Β· Worst: $186.56 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
14 adds Β· 4 trims. Bought during 4 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Thrive Wealth Management, LLC has been actively increasing its NVDA allocation β a bullish signal from insiders.
Currently 1.16% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size