Holdings
Treasure Coast Financial Planning
As of Jun 30, 2026, Treasure Coast Financial Planning reported 12 positions worth US$5.07M. Largest: Apple Inc, Exxon Mobil Corporation and Duke Energy Corporation (holding Company). What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 4,433 | US$1.28M | −23 | Jun 30, 2026 |
| Exxon Mobil Corporation | 7,528 | US$1.03M | −1,871 | Jun 30, 2026 |
| Duke Energy Corporation (holding Company) | 2,744 | US$347K | no change | Jun 30, 2026 |
| Johnson & Johnson | 1,347 | US$342K | −153 | Jun 30, 2026 |
| Microsoft Corp. | 917 | US$342K | no change | Jun 30, 2026 |
| Tesla, Inc. | 813 | US$342K | −21 | Jun 30, 2026 |
| Northern Trust Corporation | 1,644 | US$286K | no change | Jun 30, 2026 |
| Costco Wholesale Corporation | 265 | US$248K | no change | Jun 30, 2026 |
| Manulife Financial Corporation | 5,844 | US$237K | new | Jun 30, 2026 |
| Meta Platforms, Inc. | 370 | US$208K | −19 | Jun 30, 2026 |