-
Value $
-
$152M
-
Signature - Title
-
Halley Rohm - Tax and Compliance Associate
-
Location
-
Vero Beach, FL
-
Summary
-
This page shows a list of all the recent 13F filings made by Treasure Coast Financial Planning. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Treasure Coast Financial Planning reported 37 stock holdings with total value $152M as of Q4 2024. Top holdings included SPTM, SPDW, BILS, BIL, and SPTS.