The Analysis of Treasure Coast Financial Planning's Holdings

Currently, Treasure Coast Financial Planning holds 46 types of securities in its portfolio with a total value $188.3M. In the most recent quarter, they have increased their positions in BIL (+9.6K shares, valued at $874.6K), GNR (+11.8K shares, valued at $734.3K), BILS (+6.8K shares, valued at $670.0K); decreased their positions in AAPL (-246 shares, valued at $66.9K), JPM (-180 shares, valued at $58.0K), WMT (-216 shares, valued at $24.1K); initiated new positions in N/A (+2.7K shares, valued at $321.7K), BAC (+4.3K shares, valued at $235.5K), GLD (+505 shares, valued at $200.1K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPTM SPDR SERIES TRUST418.6K shares0.20%2025-12-312026-01-22

SPDW SPDR INDEX SHS FDS548.7K shares0.30%2025-12-312026-01-22

BILS SPDR SERIES TRUST128.6K shares5.54%2025-12-312026-01-22

BIL SPDR SERIES TRUST138.5K shares7.42%2025-12-312026-01-22

TIPX SPDR SERIES TRUST563.9K shares6.06%2025-12-312026-01-22

SPTS SPDR SERIES TRUST366.6K shares5.04%2025-12-312026-01-22

FLEE FRANKLIN TEMPLETON ETF TR252.1K shares0.52%2025-12-312026-01-22

BOND PIMCO ETF TR92.3K shares3.97%2025-12-312026-01-22

Sponsored

GNR SPDR INDEX SHS FDS123.3K shares10.60%2025-12-312026-01-22

SPEU SPDR INDEX SHS FDS124.2K shares2.60%2025-12-312026-01-22

JPIB J P MORGAN EXCHANGE TRADED F128.9K shares3.92%2025-12-312026-01-22

EMTL SSGA ACTIVE TR134.6K shares5.25%2025-12-312026-01-22

LDUR PIMCO ETF TR44.9K shares7.81%2025-12-312026-01-22

VTI VANGUARD INDEX FDS12.4K shares0.38%2025-12-312026-01-22

FVD FIRST TR EXCHANGE-TRADED FD80.4K shares2.70%2025-12-312026-01-22

SDY SPDR SERIES TRUST23.6K shares2.68%2025-12-312026-01-22

Sponsored

BKIE BNY MELLON ETF TRUST28.0K shares-0.26%2025-12-312026-01-22

SPYM SPDR SERIES TRUST24.4K shares0.00%2025-12-312026-01-22

RSPN INVESCO EXCHANGE TRADED FD T34.5K shares5.86%2025-12-312026-01-22

LDRT ISHARES TR68.5K shares3.31%2025-12-312026-01-22

FTHF FIRST TR EXCHANGE TRADED FD49.6K shares17.15%2025-12-312026-01-22

GTO INVESCO ACTIVELY MANAGED EXC33.4K shares-0.34%2025-12-312026-01-22

AAPL APPLE INC4.5K shares-5.16%2025-12-312026-01-22

XOM EXXON MOBIL CORP9.5K shares-1.81%2025-12-312026-01-22

Sponsored

EBND SPDR SERIES TRUST52.2K shares6.01%2025-12-312026-01-22

LDRI ISHARES TR39.7K shares7.21%2025-12-312026-01-22

SPIP SPDR SERIES TRUST33.6K shares3.02%2025-12-312026-01-22

FTHI FIRST TR EXCHANGE TRADED FD25.1K shares1.18%2025-12-312026-01-22

WMT WALMART INC4.8K shares-4.31%2025-12-312026-01-22

MSFT MICROSOFT CORP953 shares0.00%2025-12-312026-01-22

FTRI FIRST TR EXCHANGE TRADED FD27.4K shares3.80%2025-12-312026-01-22

SGOV ISHARES TR4.1K shares-0.72%2025-12-312026-01-22

Sponsored

ELD WISDOMTREE TR13.5K shares0.00%2025-12-312026-01-22

TSLA TESLA INC834 shares0.00%2025-12-312026-01-22

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.7K sharesnew addition2025-12-312026-01-22

JNJ JOHNSON & JOHNSON1.5K shares0.74%2025-12-312026-01-22

META META PLATFORMS INC410 shares0.00%2025-12-312026-01-22

FDD FIRST TR EXCHANGE-TRADED FD14.0K shares3.82%2025-12-312026-01-22

NVDA NVIDIA CORPORATION1.3K shares0.00%2025-12-312026-01-22

BAC BANK AMERICA CORP4.3K sharesnew addition2025-12-312026-01-22

Sponsored

COST COSTCO WHSL CORP NEW272 shares0.00%2025-12-312026-01-22

VXUS VANGUARD STAR FDS3.0K shares-0.43%2025-12-312026-01-22

NTRS NORTHERN TR CORP1.6K shares0.00%2025-12-312026-01-22

JPM JPMORGAN CHASE & CO.673 shares-21.10%2025-12-312026-01-22

PEG PUBLIC SVC ENTERPRISE GRP IN2.5K shares0.00%2025-12-312026-01-22

GLD SPDR GOLD TR505 sharesnew addition2025-12-312026-01-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available