Treasure Coast Financial Planning

13F Filings History

Latest 13F report
Q4 2024 - Jan 31, 2025
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.
Holdings Value