Treasure Coast Financial Planning Top Holdings and 13F Report (2024) → He Is Giving Away Bitcoin (From Crypto Swap Profits) (Ad) About Treasure Coast Financial PlanningInvestment ActivityTreasure Coast Financial Planning has $152.93 million in total holdings as of March 31, 2024.Treasure Coast Financial Planning owns shares of 34 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 6.23% of the portfolio was purchased this quarter.About 3.29% of the portfolio was sold this quarter.This quarter, Treasure Coast Financial Planning has purchased 30 new stocks and bought additional shares in 16 stocks.Treasure Coast Financial Planning sold shares of 13 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR Portfolio S&P 1500 Composite Stock Market ETF $32,747,357SPDR Portfolio Developed World ex-US ETF $18,674,803SPDR Bloomberg 3-12 Month T-Bill ETF $10,739,746SPDR Portfolio Short Term Treasury ETF $10,185,422SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $10,083,863 Largest New Holdings this Quarter First Trust Europe AlphaDEX Fund $249,306 HoldingWalmart $242,365 HoldingJPMorgan Chase & Co. $223,134 HoldingMeta Platforms $203,458 Holding Largest Purchases this Quarter First Trust Value Line Dividend Index Fund 94,682 shares (about $4.00M)PIMCO ETF TR 12,103 shares (about $1.11M)SPDR Portfolio Developed World ex-US ETF 24,492 shares (about $877.79K)SPDR Portfolio Short Term Treasury ETF 16,394 shares (about $474.11K)SPDR S&P Global Natural Resources ETF 7,221 shares (about $418.31K) Largest Sales this Quarter PIMCO Low Duration Exchange-Traded Fund 27,028 shares (about $2.56M)SPDR Portfolio S&P 1500 Composite Stock Market ETF 18,208 shares (about $1.17M)iShares iBonds Dec 2025 Term Treasury ETF 13,492 shares (about $313.42K)iShares 0-3 Month Treasury Bond ETF 2,265 shares (about $228.11K)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 2,129 shares (about $195.44K) 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$32,747,357$1,168,043 ▼-3.4%510,48121.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$18,674,803$877,794 ▲4.9%521,06012.2%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$10,739,746$188,799 ▲1.8%108,0247.0%ETFSPTSSPDR Portfolio Short Term Treasury ETF$10,185,422$474,115 ▲4.9%352,1936.7%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$10,083,863$195,442 ▼-1.9%109,8466.6%ETFPIMCO ETF TR$7,721,291$1,111,781 ▲16.8%84,0555.0%ACTIVE BD ETFFLEEFranklin FTSE Europe ETF$7,108,128$400,925 ▲6.0%239,0094.6%ETFGNRSPDR S&P Global Natural Resources ETF$5,755,966$418,311 ▲7.8%99,3613.8%ETFSPIPSPDR Portfolio TIPS ETF$5,721,514$6,072 ▲0.1%223,3223.7%ETFJPIBJPMorgan International Bond Opportunities ETF$5,422,204$235,386 ▲4.5%113,8643.5%ETFEMTLSPDR DoubleLine Emerging Markets Fixed Income ETF$5,364,512$185,329 ▲3.6%127,1593.5%ETFLDURPIMCO Low Duration Exchange-Traded Fund$4,306,549$2,563,876 ▼-37.3%45,3992.8%ETFFVDFirst Trust Value Line Dividend Index Fund$4,256,826$3,998,421 ▲1,547.3%100,8012.8%ETFSPEUSPDR Portfolio Europe ETF$4,001,934$259,802 ▲6.9%95,1032.6%ETFTIPXSPDR Bloomberg Barclays 1-10 Year TIPS ETF$3,668,352$100,898 ▲2.8%196,8002.4%ETFVTIVanguard Total Stock Market ETF$3,213,509$63,678 ▲2.0%12,3642.1%ETFSDYSPDR S&P Dividend ETF$3,028,625$280,591 ▲10.2%23,0772.0%ETFBKIEBNY Mellon International Equity ETF$1,829,913$907 ▼0.0%24,2021.2%ETFSPLGSPDR Portfolio S&P 500 ETF$1,590,366$15,444 ▼-1.0%25,8471.0%ETFEBNDSPDR Bloomberg Barclays Emerging Markets Local Bond ETF$1,532,785$451 ▲0.0%74,7701.0%ETFGTOInvesco Total Return Bond ETF$1,023,875$123,532 ▼-10.8%21,8730.7%ETFXOMExxon Mobil$873,195$5,580 ▲0.6%7,5120.6%Oils/EnergyAAPLApple$830,478$115,406 ▼-12.2%4,8430.5%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$516,542$228,108 ▼-30.6%5,1290.3%ETFMSFTMicrosoft$412,306$61,425 ▼-13.0%9800.3%Computer and TechnologyTSLATesla$319,410$175,087 ▼-35.4%1,8170.2%Auto/Tires/TrucksFTHIFirst Trust BuyWrite Income ETF$318,5120.0%14,1750.2%ETFJNJJohnson & Johnson$286,078$43,513 ▼-13.2%1,8080.2%MedicalIBTFiShares iBonds Dec 2025 Term Treasury ETF$278,783$313,419 ▼-52.9%12,0010.2%ManufacturingFEPFirst Trust Europe AlphaDEX Fund$249,306$249,306 ▲New Holding6,6340.2%ETFWMTWalmart$242,365$242,365 ▲New Holding4,0280.2%Retail/WholesaleJPMJPMorgan Chase & Co.$223,134$223,134 ▲New Holding1,1140.1%FinanceMETAMeta Platforms$203,458$203,458 ▲New Holding4190.1%Computer and TechnologyDGRSWisdomTree U.S. SmallCap Quality Dividend Growth Fund$202,730$31,819 ▼-13.6%4,0840.1%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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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