Treasure Coast Financial Planning
Latest statistics and disclosures from Treasure Coast Financial Planning's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPTM, SPDW, BILS, SPTS, BIL, and represent 53.90% of Treasure Coast Financial Planning's stock portfolio.
- Added to shares of these 10 stocks: FVD, BOND, SPDW, SPTS, GNR, FLEE, SDY, SPEU, FEP, WMT.
- Started 4 new stock positions in WMT, META, FEP, JPM.
- Reduced shares in these 10 stocks: LDUR, SPTM, IBTF, SGOV, BIL, TSLA, GTO, AAPL, MSFT, JNJ.
- Treasure Coast Financial Planning was a net buyer of stock by $4.5M.
- Treasure Coast Financial Planning has $153M in assets under management (AUM), dropping by 6.66%.
- Central Index Key (CIK): 0001911307
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Treasure Coast Financial Planning holds 34 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Treasure Coast Financial Planning
SEC 13F filings are viewable for Treasure Coast Financial Planning going back to 2021
- Treasure Coast Financial Planning 2024 Q1 filed April 26, 2024
- Treasure Coast Financial Planning 2023 Q4 filed Feb. 1, 2024
- Treasure Coast Financial Planning 2023 Q3 filed Nov. 6, 2023
- Treasure Coast Financial Planning 2023 Q2 filed July 21, 2023
- Treasure Coast Financial Planning 2023 Q1 filed May 4, 2023
- Treasure Coast Financial Planning 2022 Q4 filed Feb. 7, 2023
- Treasure Coast Financial Planning 2022 Q3 filed Nov. 2, 2022
- Treasure Coast Financial Planning 2022 Q2 filed Aug. 2, 2022
- Treasure Coast Financial Planning 2022 Q1 filed May 9, 2022
- Treasure Coast Financial Planning 2021 Q4 filed Feb. 15, 2022