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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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