The Analysis of Treasure Coast Financial Planning's Holdings
Currently, Treasure Coast Financial Planning holds 44 types of securities in its portfolio with a total value $179.3M. In the most recent quarter, they have increased their positions in RSPN (+28.0K shares, valued at $1.6M), TIPX (+79.6K shares, valued at $1.5M), FTHF (+42.3K shares, valued at $1.2M); decreased their positions in SPTM (-36.4K shares, valued at $2.9M), FVD (-29.9K shares, valued at $1.4M), SPDW (-10.8K shares, valued at $461.1K); initiated new positions in FTHF (+42.3K shares, valued at $1.2M), NVDA (+1.3K shares, valued at $236.0K), NTRS (+1.6K shares, valued at $221.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPTM SPDR SERIES TRUST417.7K shares-8.01%2025-09-302025-11-03
SPDW SPDR INDEX SHS FDS547.1K shares-1.93%2025-09-302025-11-03 BILS SPDR SERIES TRUST121.9K shares1.23%2025-09-302025-11-03 BIL SPDR SERIES TRUST129.0K shares2.91%2025-09-302025-11-03 TIPX SPDR SERIES TRUST531.7K shares17.60%2025-09-302025-11-03 SPTS SPDR SERIES TRUST349.0K shares1.93%2025-09-302025-11-03 FLEE FRANKLIN TEMPLETON ETF TR250.8K shares-5.03%2025-09-302025-11-03 BOND PIMCO ETF TR88.8K shares2.44%2025-09-302025-11-03 GNR SPDR INDEX SHS FDS111.5K shares5.58%2025-09-302025-11-03 JPIB J P MORGAN EXCHANGE TRADED F124.0K shares1.59%2025-09-302025-11-03 SPEU SPDR INDEX SHS FDS121.0K shares2.09%2025-09-302025-11-03 EMTL SSGA ACTIVE TR127.9K shares3.27%2025-09-302025-11-03 VTI VANGUARD INDEX FDS12.3K shares-0.44%2025-09-302025-11-03 LDUR PIMCO ETF TR41.7K shares0.50%2025-09-302025-11-03 FVD FIRST TR EXCHANGE-TRADED FD78.3K shares-27.63%2025-09-302025-11-03 SDY SPDR SERIES TRUST23.0K shares0.04%2025-09-302025-11-03 BKIE BNY MELLON ETF TRUST28.1K shares-0.72%2025-09-302025-11-03 SPYM SPDR SERIES TRUST24.4K shares-4.00%2025-09-302025-11-03 RSPN INVESCO EXCHANGE TRADED FD T32.6K shares620.76%2025-09-302025-11-03 LDRT ISHARES TR66.3K shares7.18%2025-09-302025-11-03 GTO INVESCO ACTIVELY MANAGED EXC33.5K shares-1.77%2025-09-302025-11-03 FTHF FIRST TR EXCHANGE TRADED FD42.3K sharesnew addition2025-09-302025-11-03 AAPL APPLE INC4.8K shares-1.24%2025-09-302025-11-03 XOM EXXON MOBIL CORP9.7K shares0.00%2025-09-302025-11-03 EBND SPDR SERIES TRUST49.3K shares-0.42%2025-09-302025-11-03 LDRI ISHARES TR37.0K shares55.31%2025-09-302025-11-03 SPIP SPDR SERIES TRUST32.7K shares-12.05%2025-09-302025-11-03 FTHI FIRST TR EXCHANGE TRADED FD24.8K shares0.00%2025-09-302025-11-03 WMT WALMART INC5.0K shares0.00%2025-09-302025-11-03 MSFT MICROSOFT CORP953 shares0.00%2025-09-302025-11-03 SGOV ISHARES TR4.1K shares0.00%2025-09-302025-11-03 FTRI FIRST TR EXCHANGE TRADED FD26.4K shares0.00%2025-09-302025-11-03 ELD WISDOMTREE TR13.5K shares0.00%2025-09-302025-11-03 TSLA TESLA INC834 shares-37.48%2025-09-302025-11-03 META META PLATFORMS INC410 shares0.00%2025-09-302025-11-03 JNJ JOHNSON & JOHNSON1.5K shares0.20%2025-09-302025-11-03 JPM JPMORGAN CHASE & CO.853 shares0.00%2025-09-302025-11-03 COST COSTCO WHSL CORP NEW272 shares0.00%2025-09-302025-11-03 NVDA NVIDIA CORPORATION1.3K sharesnew addition2025-09-302025-11-03 VXUS VANGUARD STAR FDS3.0K shares0.00%2025-09-302025-11-03 NTRS NORTHERN TR CORP1.6K sharesnew addition2025-09-302025-11-03 FDD FIRST TR EXCHANGE-TRADED FD13.5K shares0.00%2025-09-302025-11-03 PEG PUBLIC SVC ENTERPRISE GRP IN2.5K shares0.00%2025-09-302025-11-03 PG PROCTER AND GAMBLE CO1.3K shares0.00%2025-09-302025-11-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available