Treasure Coast Financial Planning Purchases in Q1 2025

Treasure Coast Financial Planning

  • $159 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
37.2K
+ 7.32%
$33.84 - $37.77 $1.26M - $1.4M
545K $19.8M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
59.5K
+ 15.8%
$18.46 - $19.19 $1.1M - $1.14M
436K $8.37M
FLEE
Franklin Templeton ETF Tr

ETFs
19.1K
+ 8.38%
$27.52 - $32.21 $525K - $614K
247K $7.62M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
9.45K
+ 9.4%
$39.53 - $46.13 $374K - $436K
110K $4.84M
GNR
Spdr S&P Global Natural Resour

ETFs
7.44K
+ 8.26%
$50.12 - $54.48 $373K - $405K
97.5K $5.19M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
6.09K
+ 5.44%
$99.16 - $99.52 $604K - $606K
118K $11.7M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.99K
+ 4.25%
$91.45 - $91.75 $457K - $458K
122K $11.2M
SPTS
Spdr Portfolio Short Term Trea

ETFs
14.1K
+ 4.34%
$28.92 - $29.24 $408K - $413K
340K $9.93M
BOND
Pimco Active Bond Exchange Tra

ETFs
2K
+ 2.42%
$89.27 - $92.9 $179K - $186K
84.8K $7.85M
EMTL
Spdr Doubleline Emerging Marke

ETFs
5.18K
+ 4.4%
$42.13 - $43.1 $218K - $223K
123K $5.3M
COST
Costco Wholesale Corp

Consumer Defensive
272
New
$890.62 - $1076.86 $242K - $293K
272 $257K
JPIB
Jpmorgan International Bond Op

ETFs
3.64K
+ 3.13%
$46.97 - $48.35 $171K - $176K
120K $5.74M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.75K
New
$58.01 - $64.46 $218K - $242K
3.75K $233K
GLD
Spdr Gold Trust

ETFs
705
New
$243.19 - $288.14 $171K - $203K
705 $203K
VTI
Vanguard Total Stock Market Et

ETFs
1.32K
+ 10.99%
$271.18 - $303.12 $358K - $400K
13.3K $3.66M
XOM
Exxon Mobil Corp

Energy
537
+ 7.34%
$105.44 - $118.93 $56.6K - $63.9K
7.85K $933K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
365
+ 1.64%
$128.74 - $138.67 $47K - $50.6K
22.7K $3.08M
WMT
Walmart Inc.

Consumer Defensive
1K
+ 24.9%
$84.5 - $105.05 $84.5K - $105K
5.02K $440K
FTHI
First Trust Exchange Traded Fd

ETFs
4.28K
+ 24.26%
$21.62 - $23.74 $92.5K - $102K
21.9K $479K
FDD
First Trust Stoxx European Sel

ETFs
1.65K
+ 15.21%
$11.08 - $13.94 $18.3K - $23K
12.5K $169K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
1.18K
+ 4.66%
$12.18 - $13.34 $14.4K - $15.7K
26.5K $350K
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.08%
$158.56 - $176.26 $159 - $176
1.33K $226K
Ishares Tr
24.8K
+ 74.88%
N/A
57.9K $0
Ishares Tr
22K
New
N/A
22K $0
AAPL
Apple Inc.

Technology
220
+ 4.77%
$209.68 - $247.1 $46.1K - $54.4K
4.83K $1.07M
Activity Summary
Buys All Purchases 26 New Holdings 4 Increased Positions 22 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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