Treasure Coast Financial Planning Top Holdings and 13F Report (2025) About Treasure Coast Financial PlanningInvestment ActivityTreasure Coast Financial Planning has $171.62 million in total holdings as of June 30, 2025.Treasure Coast Financial Planning owns shares of 42 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 2.58% of the portfolio was purchased this quarter.About 1.18% of the portfolio was sold this quarter.This quarter, Treasure Coast Financial Planning has purchased 40 new stocks and bought additional shares in 24 stocks.Treasure Coast Financial Planning sold shares of 8 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR Portfolio S&P 1500 Composite Stock Market ETF $34,007,804SPDR Portfolio Developed World ex-US ETF $22,587,637SPDR Bloomberg 3-12 Month T-Bill ETF $11,971,548SPDR Bloomberg 1-3 Month T-Bill ETF $11,494,737SPDR Portfolio Short Term Treasury ETF $10,030,019 Largest New Holdings this Quarter 46137V324 - Invesco S&P 500 Equal Weight Industrials ETF $241,849 Holding744573106 - Public Service Enterprise Group $210,450 Holding Largest Purchases this Quarter Franklin FTSE Europe ETF 17,493 shares (about $585.84K)SPDR Portfolio Developed World ex-US ETF 12,939 shares (about $523.90K)SPDR S&P Global Natural Resources ETF 8,092 shares (about $438.91K)SPDR Portfolio Europe ETF 8,551 shares (about $414.38K)SPDR Bloomberg 1-10 Year TIPS ETF 16,032 shares (about $306.85K) Largest Sales this Quarter SPDR Portfolio S&P 1500 Composite Stock Market ETF 21,558 shares (about $1.61M)Vanguard Total Stock Market ETF 974 shares (about $296.04K)Vanguard Total International Stock ETF 703 shares (about $48.58K)Invesco Total Return Bond ETF 690 shares (about $32.35K)JPMorgan Chase & Co. 97 shares (about $28.12K) 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$34,007,804$1,614,480 ▼-4.5%454,10319.8%ETFSPDWSPDR Portfolio Developed World ex-US ETF$22,587,637$523,900 ▲2.4%557,85713.2%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$11,971,548$239,526 ▲2.0%120,4027.0%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$11,494,737$261,063 ▲2.3%125,3116.7%ETFSPTSSPDR Portfolio Short Term Treasury ETF$10,030,019$85,058 ▲0.9%342,4385.8%ETFFLEEFranklin FTSE Europe ETF$8,842,394$585,840 ▲7.1%264,0315.2%ETFTIPXSPDR Bloomberg 1-10 Year TIPS ETF$8,653,684$306,852 ▲3.7%452,1265.0%ETFPIMCO ETF TR$7,992,057$170,993 ▲2.2%86,7014.7%ACTIVE BD ETFJPIBJPMorgan International Bond Opportunities ETF$5,936,411$105,019 ▲1.8%122,0983.5%ETFSPEUSPDR Portfolio Europe ETF$5,745,500$414,380 ▲7.8%118,5623.3%ETFGNRSPDR S&P Global Natural Resources ETF$5,728,437$438,909 ▲8.3%105,6133.3%ETFEMTLSPDR DoubleLine Emerging Markets Fixed Income ETF$5,347,571$41,143 ▲0.8%123,8673.1%ETFFVDFirst Trust Value Line Dividend Index Fund$4,837,773$19,355 ▲0.4%108,2282.8%ETFLDURPIMCO Low Duration Exchange-Traded Fund$3,975,603$76,472 ▲2.0%41,4862.3%ETFVTIVanguard Total Stock Market ETF$3,756,698$296,038 ▼-7.3%12,3602.2%ETFSDYSPDR S&P Dividend ETF$3,122,876$46,284 ▲1.5%23,0081.8%ETFBKIEBNY Mellon International Equity ETF$2,438,180$195,692 ▲8.7%28,2951.4%ETFSPLGSPDR Portfolio S&P 500 ETF$1,848,361$4,143 ▼-0.2%25,4281.1%ETFGTOInvesco Total Return Bond ETF$1,598,715$32,354 ▼-2.0%34,0950.9%ETFISHARES TR$1,563,708$100,069 ▲6.8%61,8800.9%IBONDS 1-5 YR TREBNDSPDR Bloomberg Emerging Markets Local Bond ETF$1,058,936$18,169 ▲1.7%49,4830.6%ETFXOMExxon Mobil$1,041,348$195,118 ▲23.1%9,6600.6%EnergyAAPLApple$991,3810.0%4,8320.6%Computer and TechnologySPIPSPDR Portfolio TIPS ETF$967,850$18,529 ▲2.0%37,1390.6%ETFISHARES TR$611,496$46,170 ▲8.2%23,8400.4%IBONDS 1-5 YR TIFTHIFirst Trust BuyWrite Income ETF$566,726$65,877 ▲13.2%24,8020.3%ETFWMTWalmart$490,4640.0%5,0160.3%Retail/WholesaleMSFTMicrosoft$474,032$8,953 ▼-1.9%9530.3%Computer and TechnologyTSLATesla$423,7580.0%1,3340.2%Auto/Tires/TrucksSGOViShares 0-3 Month Treasury Bond ETF$416,8570.0%4,1400.2%ETFELDWisdomTree Emerging Markets Local Debt Fund$376,7050.0%13,4730.2%FinanceFTRIFirst Trust Indxx Global Natural Resources Income ETF$376,028$626 ▼-0.2%26,4250.2%ETFMETAMeta Platforms$302,6170.0%4100.2%Computer and TechnologyCOSTCostco Wholesale$269,2640.0%2720.2%Retail/WholesaleJPMJPMorgan Chase & Co.$247,293$28,121 ▼-10.2%8530.1%FinanceRSPNInvesco S&P 500 Equal Weight Industrials ETF$241,849$241,849 ▲New Holding4,5180.1%ETFJNJJohnson & Johnson$226,980$458 ▲0.2%1,4860.1%MedicalGLDSPDR Gold Shares$214,9050.0%7050.1%FinancePGProcter & Gamble$211,514$159 ▲0.1%1,3280.1%Consumer StaplesVXUSVanguard Total International Stock ETF$210,755$48,577 ▼-18.7%3,0500.1%ETFPEGPublic Service Enterprise Group$210,450$210,450 ▲New Holding2,5000.1%UtilitiesFDDFirst Trust STOXX European Select Dividend Index Fund$209,681$15,074 ▲7.7%13,4930.1%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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