Treasure Coast Financial Planning Portfolio Holdings
Treasure Coast Financial Planning
- $151 Million
- Q4 2024
Treasure Coast Financial Planning has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $151 Million distributed in 37 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 $34.3M, Spdr Ser Tr Fds Spdr Portfolio with a value of $17.3M, Spdr Bloomberg 3 12 Month T Bi with a value of $11.1M, Spdr Bloomberg 1 3 Month T Bil with a value of $10.7M, and Spdr Portfolio Short Term Trea with a value of $9.44M.
Examining the 13F form we can see an decrease of $11M in the current position value, from $162M to 151M.
Below you can find more details about Treasure Coast Financial Planning portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|