TREASURE COAST FINANCIAL PLANNING
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | XOM | 9K | $1.14M |
 | WMT | 5K | $534.77K |
 | AAPL | 5K | $1.23M |
 | BAC | 4K | $235.54K |
 | DUK | 3K | $321.74K |
 | PEG | 3K | $200.75K |
 | NTRS | 2K | $224.55K |
 | JNJ | 2K | $310.48K |
 | NVDA | 1K | $235.92K |
 | MSFT | 953 | $460.89K |
 | TSLA | 834 | $375.07K |
 | JPM | 673 | $216.85K |
 | META | 410 | $270.64K |
 | COST | 272 | $234.56K |
Exxon Mobil Corporation
XOM
Shares Held
9K
Value
$1.14M
Walmart Inc.
WMT
Shares Held
5K
Value
$534.77K
Apple Inc.
AAPL
Shares Held
5K
Value
$1.23M
Bank of America Corporation
BAC
Shares Held
4K
Value
$235.54K
Duke Energy Corporation
DUK
Shares Held
3K
Value
$321.74K
Public Service Enterprise Group Incorporated
PEG
Shares Held
3K
Value
$200.75K
Northern Trust Corporation
NTRS
Shares Held
2K
Value
$224.55K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$310.48K
NVIDIA Corporation
NVDA
Shares Held
1K
Value
$235.92K
Microsoft Corporation
MSFT
Shares Held
953
Value
$460.89K
Tesla, Inc.
TSLA
Shares Held
834
Value
$375.07K
JPMorgan Chase & Co.
JPM
Shares Held
673
Value
$216.85K
Meta Platforms, Inc.
META
Shares Held
410
Value
$270.64K
Costco Wholesale Corporation
COST
Shares Held
272
Value
$234.56K