TREASURE COAST FINANCIAL PLANNING
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | XOM | 9K | $1.59M |
 | WMT | 5K | $596.54K |
 | AAPL | 4K | $1.13M |
 | BAC | 4K | $208.83K |
 | DUK | 3K | $359.30K |
 | PEG | 3K | $202.38K |
 | NEE | 2K | $204.33K |
 | NTRS | 2K | $229.45K |
 | JNJ | 2K | $366.70K |
 | MSFT | 917 | $339.45K |
 | TSLA | 834 | $310.04K |
 | META | 389 | $222.56K |
 | COST | 265 | $264.05K |
Exxon Mobil Corporation
XOM
Shares Held
9K
Value
$1.59M
Walmart Inc.
WMT
Shares Held
5K
Value
$596.54K
Apple Inc.
AAPL
Shares Held
4K
Value
$1.13M
Bank of America Corporation
BAC
Shares Held
4K
Value
$208.83K
Duke Energy Corporation
DUK
Shares Held
3K
Value
$359.30K
Public Service Enterprise Group Incorporated
PEG
Shares Held
3K
Value
$202.38K
NextEra Energy, Inc.
NEE
Shares Held
2K
Value
$204.33K
Northern Trust Corporation
NTRS
Shares Held
2K
Value
$229.45K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$366.70K
Microsoft Corporation
MSFT
Shares Held
917
Value
$339.45K
Tesla, Inc.
TSLA
Shares Held
834
Value
$310.04K
Meta Platforms, Inc.
META
Shares Held
389
Value
$222.56K
Costco Wholesale Corporation
COST
Shares Held
265
Value
$264.05K