Treasure Coast Financial Planning Top Holdings and 13F Report (2025) About Treasure Coast Financial PlanningInvestment ActivityTreasure Coast Financial Planning has $161.31 million in total holdings as of March 31, 2025.Treasure Coast Financial Planning owns shares of 40 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 5.44% of the portfolio was purchased this quarter.About 0.58% of the portfolio was sold this quarter.This quarter, Treasure Coast Financial Planning has purchased 37 new stocks and bought additional shares in 22 stocks.Treasure Coast Financial Planning sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Portfolio S&P 1500 Composite Stock Market ETF $32,349,711SPDR Portfolio Developed World ex-US ETF $19,840,452SPDR Bloomberg 3-12 Month T-Bill ETF $11,739,124SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $11,233,714SPDR Portfolio Short Term Treasury ETF $9,927,974 Largest New Holdings this Quarter 46438G513 - ISHARES TR $564,444 Holding22160K105 - Costco Wholesale $257,252 Holding921909768 - Vanguard Total International Stock ETF $233,089 Holding78463V107 - SPDR Gold Shares $203,139 Holding Largest Purchases this Quarter SPDR Portfolio Developed World ex-US ETF 37,188 shares (about $1.35M)SPDR Bloomberg Barclays 1-10 Year TIPS ETF 59,514 shares (about $1.14M)ISHARES TR 24,800 shares (about $626.08K)SPDR Bloomberg 3-12 Month T-Bill ETF 6,088 shares (about $605.70K)Franklin FTSE Europe ETF 19,069 shares (about $589.61K) Largest Sales this Quarter SPDR Portfolio S&P 1500 Composite Stock Market ETF 4,242 shares (about $288.50K)Tesla 500 shares (about $129.58K)SPDR Portfolio TIPS ETF 4,798 shares (about $126.57K)Invesco Total Return Bond ETF 1,600 shares (about $75.09K)Johnson & Johnson 334 shares (about $55.39K) 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$32,349,711$288,498 ▼-0.9%475,66120.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$19,840,452$1,354,014 ▲7.3%544,91812.3%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$11,739,124$605,695 ▲5.4%117,9937.3%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$11,233,714$457,916 ▲4.2%122,4657.0%ETFSPTSSPDR Portfolio Short Term Treasury ETF$9,927,974$412,869 ▲4.3%339,5346.2%ETFTIPXSPDR Bloomberg Barclays 1-10 Year TIPS ETF$8,368,644$1,142,074 ▲15.8%436,0945.2%ETFPIMCO ETF TR$7,845,710$185,032 ▲2.4%84,8464.9%ACTIVE BD ETFFLEEFranklin FTSE Europe ETF$7,622,955$589,613 ▲8.4%246,5384.7%ETFJPIBJPMorgan International Bond Opportunities ETF$5,743,831$174,367 ▲3.1%119,9383.6%ETFEMTLSPDR DoubleLine Emerging Markets Fixed Income ETF$5,297,572$223,171 ▲4.4%122,9143.3%ETFGNRSPDR S&P Global Natural Resources ETF$5,192,981$396,232 ▲8.3%97,5213.2%ETFSPEUSPDR Portfolio Europe ETF$4,841,569$416,069 ▲9.4%110,0113.0%ETFFVDFirst Trust Value Line Dividend Index Fund$4,806,579$194,145 ▲4.2%107,7953.0%ETFLDURPIMCO Low Duration Exchange-Traded Fund$3,905,120$22,363 ▼-0.6%40,6882.4%ETFVTIVanguard Total Stock Market ETF$3,664,828$362,800 ▲11.0%13,3342.3%ETFSDYSPDR S&P Dividend ETF$3,075,459$49,523 ▲1.6%22,6671.9%ETFBKIEBNY Mellon International Equity ETF$2,013,217$10,830 ▼-0.5%26,0241.2%ETFSPLGSPDR Portfolio S&P 500 ETF$1,675,894$7,299 ▼-0.4%25,4851.0%ETFGTOInvesco Total Return Bond ETF$1,632,460$75,088 ▼-4.4%34,7851.0%ETFISHARES TR$1,462,190$626,076 ▲74.9%57,9200.9%IBONDS 1-5 YR TRAAPLApple$1,073,332$48,869 ▲4.8%4,8320.7%Computer and TechnologyEBNDSPDR Bloomberg Barclays Emerging Markets Local Bond ETF$976,084$14,551 ▼-1.5%48,6340.6%ETFSPIPSPDR Portfolio TIPS ETF$960,981$126,573 ▼-11.6%36,4280.6%ETFXOMExxon Mobil$933,601$63,865 ▲7.3%7,8500.6%EnergyISHARES TR$564,444$564,444 ▲New Holding22,0400.3%IBONDS 1-5 YR TIFTHIFirst Trust BuyWrite Income ETF$479,149$93,539 ▲24.3%21,9190.3%ETFWMTWalmart$440,355$87,790 ▲24.9%5,0160.3%Retail/WholesaleSGOViShares 0-3 Month Treasury Bond ETF$416,7740.0%4,1400.3%ETFMSFTMicrosoft$364,5040.0%9710.2%Computer and TechnologyELDWisdomTree Emerging Markets Local Debt Fund$360,537$161 ▼0.0%13,4730.2%FinanceFTRIFirst Trust Indxx Global Natural Resources Income ETF$350,450$15,610 ▲4.7%26,4690.2%ETFTSLATesla$345,719$129,580 ▼-27.3%1,3340.2%Auto/Tires/TrucksCOSTCostco Wholesale$257,252$257,252 ▲New Holding2720.2%Retail/WholesaleJNJJohnson & Johnson$245,920$55,386 ▼-18.4%1,4830.2%MedicalMETAMeta Platforms$236,3080.0%4100.1%Computer and TechnologyVXUSVanguard Total International Stock ETF$233,089$233,089 ▲New Holding3,7530.1%ETFJPMJPMorgan Chase & Co.$233,0350.0%9500.1%FinancePGProcter & Gamble$226,113$170 ▲0.1%1,3270.1%Consumer StaplesGLDSPDR Gold Shares$203,139$203,139 ▲New Holding7050.1%FinanceFDDFirst Trust Stoxx European Select Dividend Index Fund$169,937$22,431 ▲15.2%12,5230.1%ETFDGRSWisdomTree U.S. SmallCap Quality Dividend Growth Fund$0$209,223 ▼-100.0%00.0%ManufacturingShowing 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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