Treasure Coast Financial Planning Portfolio Holdings

Treasure Coast Financial Planning

  • $169 Million
  • Q2 2025

Treasure Coast Financial Planning has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $169 Million distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $34M, Spdr Ser Tr Fds Spdr Portfolio with a value of $22.6M, Spdr Bloomberg 3 12 Month T Bi with a value of $12M, Spdr Bloomberg 1 3 Month T Bil with a value of $11.5M, and Spdr Portfolio Short Term Trea with a value of $10M.

Examining the 13F form we can see an increase of $9.92M in the current position value, from $159M to 169M.

Below you can find more details about Treasure Coast Financial Planning portfolio as well as his latest detailed transactions.

Portfolio value $169 Million
ETFs: $164 Million
Technology: $1.47 Million
Energy: $1.04 Million
Consumer Defensive: $970,000
Consumer Cyclical: $423,000
Communication Services: $302,000
Financial Services: $247,000
Healthcare: $226,000
Other: $210,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$442B
$1.04 Million 0.62% of portfolio
9,660
Q2 2025 Added 23.06%
$3.69T
$991,000 0.59% of portfolio
4,832
Q1 2025 Added 4.77%
$281B
$490,000 0.29% of portfolio
5,016
Q1 2025 Added 24.9%
$3.95T
$474,000 0.28% of portfolio
953
Q2 2025 Reduced 1.85%
$1.08T
$423,000 0.25% of portfolio
1,334
Q1 2025 Reduced 27.26%
$1.78T
$302,000 0.18% of portfolio
410
Q3 2024 Reduced 2.15%
$439B
$269,000 0.16% of portfolio
272
Q1 2025 New
$859B
$247,000 0.15% of portfolio
853
Q2 2025 Reduced 10.21%
$452B
$226,000 0.13% of portfolio
1,486
Q2 2025 Added 0.2%
$368B
$211,000 0.12% of portfolio
1,328
Q2 2025 Added 0.08%

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $169 Million
  • Prior Value $159 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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