Treasure Coast Financial Planning has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $159 Million distributed in 40 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 $32.3M, Spdr Ser Tr Fds Spdr Portfolio with a value of $19.8M, Spdr Bloomberg 3 12 Month T Bi with a value of $11.7M, Spdr Bloomberg 1 3 Month T Bil with a value of $11.2M, and Spdr Portfolio Short Term Trea with a value of $9.93M.

Examining the 13F form we can see an increase of $8.3M in the current position value, from $151M to 159M.

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

Portfolio value $159 Million
ETFs: $155 Million
Technology: $1.44 Million
Energy: $933,000
Consumer Defensive: $923,000
Consumer Cyclical: $345,000
Healthcare: $245,000
Communication Services: $236,000
Financial Services: $233,000
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $159 Million
  • Prior Value $151 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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