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The Analysis of Treasure Coast Financial Planning's Holdings & P&L

Currently, Treasure Coast Financial Planning holds 48 types of securities in its portfolio with a total value $194.3M. In the most recent quarter, they have increased their positions in LDUR (+35.8K shares, valued at $3.4M), BILS (+12.7K shares, valued at $1.3M), EMDM (+21.5K shares, valued at $727.3K); decreased their positions in BOND (-15.2K shares, valued at $1.4M), GNR (-11.0K shares, valued at $821.8K), TIPX (-32.1K shares, valued at $616.5K); initiated new positions in EMDM (+21.5K shares, valued at $727.3K), DWX (+5.9K shares, valued at $267.5K), NEE (+2.2K shares, valued at $204.3K).

1M P&L

+3.5M+1.81%

3M P&L

+2.7M+1.37%

HY P&L

+14.2M+7.69%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A182.3M

97.0%

2Consumer Electronics1.2M

0.7%

3Oil & Gas Integrated1.1M

0.6%

Top Industries by Stock Count

1N/A32 stocks

71.1%

2Banks - Diversified2 stocks

4.4%

3Discount Stores2 stocks

4.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPTM SPDR SERIES TRUST416.7K shares-0.45%2026-03-312026-05-11

SPDW SPDR INDEX SHS FDS553.1K shares0.79%2026-03-312026-05-11

BILS SPDR SERIES TRUST141.3K shares9.84%2026-03-312026-05-11

BIL SPDR SERIES TRUST145.1K shares4.75%2026-03-312026-05-11

SPTS SPDR SERIES TRUST363.9K shares-0.74%2026-03-312026-05-11

TIPX SPDR SERIES TRUST531.8K shares-5.70%2026-03-312026-05-11

FLEE FRANKLIN TEMPLETON ETF TR261.5K shares3.74%2026-03-312026-05-11

GNR SPDR INDEX SHS FDS112.3K shares-8.93%2026-03-312026-05-11

Sponsored

LDUR PIMCO ETF TR80.7K shares79.64%2026-03-312026-05-11

BOND PIMCO ETF TR77.1K shares-16.48%2026-03-312026-05-11

SPEU SPDR INDEX SHS FDS128.9K shares3.77%2026-03-312026-05-11

JPIB J P MORGAN EXCHANGE TRADED F134.4K shares4.27%2026-03-312026-05-11

EMTL SSGA ACTIVE TR143.4K shares6.52%2026-03-312026-05-11

VTI VANGUARD INDEX FDS11.8K shares-4.36%2026-03-312026-05-11

FVD FIRST TR EXCHANGE-TRADED FD79.9K shares-0.72%2026-03-312026-05-11

SDY SPDR SERIES TRUST24.1K shares1.98%2026-03-312026-05-11

Sponsored

BKIE BNY MELLON ETF TRUST27.7K shares-1.15%2026-03-312026-05-11

FTHF FIRST TR EXCHANGE-TRADED FD64.2K shares29.47%2026-03-312026-05-11

RSPN INVESCO EXCHANGE TRADED FD T39.7K shares15.29%2026-03-312026-05-11

SPYM SPDR SERIES TRUST24.4K shares0.00%2026-03-312026-05-11

LDRT ISHARES TR72.0K shares5.12%2026-03-312026-05-11

XOM EXXON MOBIL CORP9.4K shares-0.91%2026-03-312026-05-11

GTO INVESCO ACTIVELY MANAGED EXC32.2K shares-3.54%2026-03-312026-05-11

AAPL APPLE INC4.5K shares-1.55%2026-03-312026-05-11

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EBND SPDR SERIES TRUST51.7K shares-1.07%2026-03-312026-05-11

LDRI ISHARES TR37.1K shares-6.47%2026-03-312026-05-11

SPIP SPDR SERIES TRUST33.1K shares-1.58%2026-03-312026-05-11

EMDM FIRST TR EXCHANGE-TRADED FD21.5K sharesnew addition2026-03-312026-05-11

WMT WALMART INC4.8K shares0.00%2026-03-312026-05-11

FTRI FIRST TR EXCHANGE-TRADED FD27.4K shares0.00%2026-03-312026-05-11

FTHI FIRST TR EXCHANGE TRADED FD18.0K shares-28.09%2026-03-312026-05-11

SGOV ISHARES TR4.1K shares0.00%2026-03-312026-05-11

Sponsored

ELD WISDOMTREE TR13.5K shares0.00%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON1.5K shares0.00%2026-03-312026-05-11

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.7K shares-0.04%2026-03-312026-05-11

MSFT MICROSOFT CORP917 shares-3.78%2026-03-312026-05-11

TSLA TESLA INC834 shares0.00%2026-03-312026-05-11

DWX SPDR INDEX SHS FDS5.9K sharesnew addition2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION265 shares-2.57%2026-03-312026-05-11

VXUS VANGUARD STAR FDS3.0K shares0.00%2026-03-312026-05-11

Sponsored

NTRS NORTHERN TR CORP1.6K shares0.00%2026-03-312026-05-11

META META PLATFORMS INC389 shares-5.12%2026-03-312026-05-11

GLD SPDR GOLD TR505 shares0.00%2026-03-312026-05-11

FDD FIRST TR EXCHANGE-TRADED FD12.0K shares-14.45%2026-03-312026-05-11

BAC BANK AMERICA CORP4.3K shares0.02%2026-03-312026-05-11

NEE NEXTERA ENERGY INC2.2K sharesnew addition2026-03-312026-05-11

PEG PUBLIC SVC ENTERPRISE GROUP2.5K shares0.00%2026-03-312026-05-11

GDX VANECK ETF TRUST2.2K sharesnew addition2026-03-312026-05-11

Sponsored

SPTM

SPDR SERIES TRUST

-0.45%

Shares416.7K

Event2026-03-31

Filed2026-05-11

SPDW

SPDR INDEX SHS FDS

0.79%

Shares553.1K

Event2026-03-31

Filed2026-05-11

BILS

SPDR SERIES TRUST

9.84%

Shares141.3K

Event2026-03-31

Filed2026-05-11

BIL

SPDR SERIES TRUST

4.75%

Shares145.1K

Event2026-03-31

Filed2026-05-11

SPTS

SPDR SERIES TRUST

-0.74%

Shares363.9K

Event2026-03-31

Filed2026-05-11

TIPX

SPDR SERIES TRUST

-5.70%

Shares531.8K

Event2026-03-31

Filed2026-05-11

FLEE

FRANKLIN TEMPLETON ETF TR

3.74%

Shares261.5K

Event2026-03-31

Filed2026-05-11

GNR

SPDR INDEX SHS FDS

-8.93%

Shares112.3K

Event2026-03-31

Filed2026-05-11

LDUR

PIMCO ETF TR

79.64%

Shares80.7K

Event2026-03-31

Filed2026-05-11

BOND

PIMCO ETF TR

-16.48%

Shares77.1K

Event2026-03-31

Filed2026-05-11

SPEU

SPDR INDEX SHS FDS

3.77%

Shares128.9K

Event2026-03-31

Filed2026-05-11

JPIB

J P MORGAN EXCHANGE TRADED F

4.27%

Shares134.4K

Event2026-03-31

Filed2026-05-11

EMTL

SSGA ACTIVE TR

6.52%

Shares143.4K

Event2026-03-31

Filed2026-05-11

VTI

VANGUARD INDEX FDS

-4.36%

Shares11.8K

Event2026-03-31

Filed2026-05-11

FVD

FIRST TR EXCHANGE-TRADED FD

-0.72%

Shares79.9K

Event2026-03-31

Filed2026-05-11

SDY

SPDR SERIES TRUST

1.98%

Shares24.1K

Event2026-03-31

Filed2026-05-11

BKIE

BNY MELLON ETF TRUST

-1.15%

Shares27.7K

Event2026-03-31

Filed2026-05-11

FTHF

FIRST TR EXCHANGE-TRADED FD

29.47%

Shares64.2K

Event2026-03-31

Filed2026-05-11

RSPN

INVESCO EXCHANGE TRADED FD T

15.29%

Shares39.7K

Event2026-03-31

Filed2026-05-11

SPYM

SPDR SERIES TRUST

0.00%

Shares24.4K

Event2026-03-31

Filed2026-05-11

LDRT

ISHARES TR

5.12%

Shares72.0K

Event2026-03-31

Filed2026-05-11

XOM

EXXON MOBIL CORP

-0.91%

Shares9.4K

Event2026-03-31

Filed2026-05-11

GTO

INVESCO ACTIVELY MANAGED EXC

-3.54%

Shares32.2K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

-1.55%

Shares4.5K

Event2026-03-31

Filed2026-05-11

EBND

SPDR SERIES TRUST

-1.07%

Shares51.7K

Event2026-03-31

Filed2026-05-11

LDRI

ISHARES TR

-6.47%

Shares37.1K

Event2026-03-31

Filed2026-05-11

SPIP

SPDR SERIES TRUST

-1.58%

Shares33.1K

Event2026-03-31

Filed2026-05-11

EMDM

FIRST TR EXCHANGE-TRADED FD

New

Shares21.5K

Event2026-03-31

Filed2026-05-11

WMT

WALMART INC

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-11

FTRI

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares27.4K

Event2026-03-31

Filed2026-05-11

FTHI

FIRST TR EXCHANGE TRADED FD

-28.09%

Shares18.0K

Event2026-03-31

Filed2026-05-11

SGOV

ISHARES TR

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-11

ELD

WISDOMTREE TR

0.00%

Shares13.5K

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-11

DUKE ENERGY CORP NEW

-0.04%

Shares2.7K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

-3.78%

Shares917

Event2026-03-31

Filed2026-05-11

TSLA

TESLA INC

0.00%

Shares834

Event2026-03-31

Filed2026-05-11

DWX

SPDR INDEX SHS FDS

New

Shares5.9K

Event2026-03-31

Filed2026-05-11

COST

COSTCO WHOLESALE CORPORATION

-2.57%

Shares265

Event2026-03-31

Filed2026-05-11

VXUS

VANGUARD STAR FDS

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-11

NTRS

NORTHERN TR CORP

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-11