Treasure Coast Financial Planning Top Holdings and 13F Report (2025) About Treasure Coast Financial PlanningInvestment ActivityTreasure Coast Financial Planning has $151.81 million in total holdings as of December 31, 2024.Treasure Coast Financial Planning owns shares of 37 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 1.84% of the portfolio was purchased this quarter.About 5.42% of the portfolio was sold this quarter.This quarter, Treasure Coast Financial Planning has purchased 35 new stocks and bought additional shares in 10 stocks.Treasure Coast Financial Planning sold shares of 18 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Portfolio S&P 1500 Composite Stock Market ETF $34,279,451SPDR Portfolio Developed World ex-US ETF $17,328,813SPDR Bloomberg 3-12 Month T-Bill ETF $11,095,381SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $10,740,556SPDR Portfolio Short Term Treasury ETF $9,440,260 Largest New Holdings this Quarter ISHARES TR $825,682 HoldingWisdomTree Emerging Markets Local Debt Fund $342,036 HoldingFirst Trust Indxx Global Natural Resources Income ETF $304,135 Holding Largest Purchases this Quarter ISHARES TR 33,120 shares (about $825.68K)Invesco Total Return Bond ETF 17,293 shares (about $802.40K)WisdomTree Emerging Markets Local Debt Fund 13,479 shares (about $342.04K)First Trust Indxx Global Natural Resources Income ETF 25,290 shares (about $304.14K)BNY Mellon International Equity ETF 2,577 shares (about $186.65K) Largest Sales this Quarter SPDR Portfolio Short Term Treasury ETF 49,538 shares (about $1.44M)PIMCO ETF TR 11,460 shares (about $1.04M)SPDR Portfolio S&P 1500 Composite Stock Market ETF 12,467 shares (about $890.52K)SPDR DoubleLine Emerging Markets Fixed Income ETF 15,462 shares (about $651.02K)SPDR S&P Global Natural Resources ETF 11,679 shares (about $581.15K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTreasure Coast Financial Planning Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$34,279,451$890,517 ▼-2.5%479,90322.6%ETFSPDWSPDR Portfolio Developed World ex-US ETF$17,328,813$410,345 ▼-2.3%507,73011.4%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$11,095,381$378,951 ▼-3.3%111,9057.3%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$10,740,556$35,201 ▲0.3%117,4737.1%ETFSPTSSPDR Portfolio Short Term Treasury ETF$9,440,260$1,437,097 ▼-13.2%325,4146.2%ETFPIMCO ETF TR$7,490,845$1,036,213 ▼-12.2%82,8454.9%ACTIVE BD ETFTIPXSPDR Bloomberg Barclays 1-10 Year TIPS ETF$6,962,964$74,607 ▲1.1%376,5804.6%ETFFLEEFranklin FTSE Europe ETF$6,305,441$226,860 ▼-3.5%227,4694.2%ETFJPIBJPMorgan International Bond Opportunities ETF$5,496,196$275,998 ▼-4.8%116,2973.6%ETFEMTLSPDR DoubleLine Emerging Markets Fixed Income ETF$4,957,253$651,025 ▼-11.6%117,7363.3%ETFFVDFirst Trust Value Line Dividend Index Fund$4,514,165$211,087 ▼-4.5%103,4413.0%ETFGNRSPDR S&P Global Natural Resources ETF$4,482,370$581,146 ▼-11.5%90,0803.0%ETFSPEUSPDR Portfolio Europe ETF$4,006,191$144,898 ▲3.8%100,5572.6%ETFLDURPIMCO Low Duration Exchange-Traded Fund$3,887,086$555,597 ▼-12.5%40,9212.6%ETFVTIVanguard Total Stock Market ETF$3,481,895$2,608 ▼-0.1%12,0142.3%ETFSDYSPDR S&P Dividend ETF$2,946,094$94,716 ▼-3.1%22,3021.9%ETFBKIEBNY Mellon International Equity ETF$1,895,059$186,652 ▲10.9%26,1641.2%ETFSPLGSPDR Portfolio S&P 500 ETF$1,764,5880.0%25,5961.2%ETFGTOInvesco Total Return Bond ETF$1,688,264$802,395 ▲90.6%36,3851.1%ETFAAPLApple$1,154,937$5,760 ▲0.5%4,6120.8%Computer and TechnologySPIPSPDR Portfolio TIPS ETF$1,043,437$476,464 ▼-31.3%41,2260.7%ETFEBNDSPDR Bloomberg Barclays Emerging Markets Local Bond ETF$963,981$491,707 ▼-33.8%49,3590.6%ETFISHARES TR$825,682$825,682 ▲New Holding33,1200.5%IBONDS 1-5 YR TRXOMExxon Mobil$786,659$18,825 ▼-2.3%7,3130.5%Oils/EnergyTSLATesla$740,643$8,481 ▲1.2%1,8340.5%Auto/Tires/TrucksSGOViShares 0-3 Month Treasury Bond ETF$415,325$135,633 ▼-24.6%4,1400.3%ETFFTHIFirst Trust BuyWrite Income ETF$410,483$58,175 ▲16.5%17,6400.3%ETFMSFTMicrosoft$409,2770.0%9710.3%Computer and TechnologyWMTWalmart$362,8460.0%4,0160.2%Retail/WholesaleELDWisdomTree Emerging Markets Local Debt Fund$342,036$342,036 ▲New Holding13,4790.2%FinanceFTRIFirst Trust Indxx Global Natural Resources Income ETF$304,135$304,135 ▲New Holding25,2900.2%ETFJNJJohnson & Johnson$262,794$434 ▲0.2%1,8170.2%MedicalMETAMeta Platforms$240,0590.0%4100.2%Computer and TechnologyJPMJPMorgan Chase & Co.$227,7250.0%9500.2%FinancePGProcter & Gamble$222,318$168 ▲0.1%1,3260.1%Consumer StaplesDGRSWisdomTree U.S. SmallCap Quality Dividend Growth Fund$209,2230.0%4,0840.1%ManufacturingFDDFirst Trust Stoxx European Select Dividend Index Fund$122,359$56,283 ▼-31.5%10,8700.1%ETFFEPFirst Trust Europe AlphaDEX Fund$0$291,816 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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