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Size ($ in 1000's)
At 03/31/2024: $152,934
At 12/31/2023: $143,386
Treasure Coast Financial Planning holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Treasure Coast Financial Planning 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Treasure Coast Financial Planning top holdings by largest position size, as per the latest 13f filing made by Treasure Coast Financial Planning.
In the Treasure Coast Financial Planning-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Treasure Coast Financial Planning in that top holding, then the share count change between reporting periods, and finally the Treasure Coast Financial Planning top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| SPDR SER TR (SPTM) |
510,481 |
-18,208 |
$32,747 | | SPTM | 510,481 | -18,208 | $32,747 | | SPDR INDEX SHS FDS (SPDW) |
521,060 |
+24,492 |
$18,675 | | SPDW | 521,060 | +24,492 | $18,675 | | SPDR SER TR (BILS) |
108,024 |
+1,899 |
$10,740 | | BILS | 108,024 | +1,899 | $10,740 | | SPDR SER TR (SPTS) |
352,193 |
+16,394 |
$10,185 | | SPTS | 352,193 | +16,394 | $10,185 | | SPDR SER TR (BIL) |
109,846 |
-2,129 |
$10,084 | | BIL | 109,846 | -2,129 | $10,084 | | PIMCO ETF TR (BOND) |
84,055 |
+12,103 |
$7,721 | | BOND | 84,055 | +12,103 | $7,721 | | FRANKLIN TEMPLETON ETF TR (FLEE) |
239,009 |
+13,481 |
$7,108 | | FLEE | 239,009 | +13,481 | $7,108 | | SPDR INDEX SHS FDS (GNR) |
99,361 |
+7,221 |
$5,756 | | GNR | 99,361 | +7,221 | $5,756 | | SPDR SER TR (SPIP) |
223,322 |
+237 |
$5,722 | | SPIP | 223,322 | +237 | $5,722 | | J P MORGAN EXCHANGE TRADED F (JPIB) |
113,864 |
+4,943 |
$5,422 | | JPIB | 113,864 | +4,943 | $5,422 | | SSGA ACTIVE TR |
127,159 |
+4,393 |
$5,365 | | EMTL | 127,159 | +4,393 | $5,365 | | PIMCO ETF TR (LDUR) |
45,399 |
-27,028 |
$4,307 | | LDUR | 45,399 | -27,028 | $4,307 | | FIRST TR VALUE LINE DIVID IN (FVD) |
100,801 |
+94,682 |
$4,257 | | FVD | 100,801 | +94,682 | $4,257 | | SPDR INDEX SHS FDS (SPEU) |
95,103 |
+6,174 |
$4,002 | | SPEU | 95,103 | +6,174 | $4,002 | | SPDR SER TR (TIPX) |
196,800 |
+5,413 |
$3,668 | | TIPX | 196,800 | +5,413 | $3,668 | | VANGUARD INDEX FDS (VTI) |
12,364 |
+245 |
$3,214 | | VTI | 12,364 | +245 | $3,214 | | SPDR SER TR (SDY) |
23,077 |
+2,138 |
$3,029 | | SDY | 23,077 | +2,138 | $3,029 | | BNY MELLON ETF TRUST (BKIE) |
24,202 |
-12 |
$1,830 | | BKIE | 24,202 | -12 | $1,830 | | SPDR SER TR (SPLG) |
25,847 |
-251 |
$1,590 | | SPLG | 25,847 | -251 | $1,590 | | SPDR SER TR (EBND) |
74,770 |
+22 |
$1,533 | | EBND | 74,770 | +22 | $1,533 | | INVESCO ACTIVELY MANAGED ETF (GTO) |
21,873 |
-2,639 |
$1,024 | | GTO | 21,873 | -2,639 | $1,024 | | EXXON MOBIL CORP |
7,512 |
+48 |
$873 | | XOM | 7,512 | +48 | $873 | | APPLE INC |
4,843 |
-673 |
$830 | | AAPL | 4,843 | -673 | $830 | | ISHARES TR (SGOV) |
5,129 |
-2,265 |
$517 | | SGOV | 5,129 | -2,265 | $517 | | MICROSOFT CORP |
980 |
-146 |
$412 | | MSFT | 980 | -146 | $412 | | FIRST TR EXCHANGE TRADED FD (FTHI) |
14,175 |
UNCH |
$319 | | FTHI | 14,175 | UNCH | $319 | | TESLA INC |
1,817 |
-996 |
$319 | | TSLA | 1,817 | -996 | $319 | | JOHNSON & JOHNSON |
1,808 |
-275 |
$286 | | JNJ | 1,808 | -275 | $286 | | ISHARES TR (IBTF) |
12,001 |
-13,492 |
$279 | | IBTF | 12,001 | -13,492 | $279 | | FIRST TR EXCH TRD ALPHDX FD (FEP) |
6,634 |
+6,634 |
$249 | | FEP | 6,634 | +6,634 | $249 | | WALMART INC |
4,028 |
+4,028 |
$242 | | WMT | 4,028 | +4,028 | $242 | | JPMORGAN CHASE & CO |
1,114 |
+1,114 |
$223 | | JPM | 1,114 | +1,114 | $223 | | WISDOMTREE TR |
4,084 |
-641 |
$203 | | DGRS | 4,084 | -641 | $203 |
See Full List: All Stocks Held By Treasure Coast Financial Planning
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Treasure Coast Financial Planning
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