TREASURE COAST FINANCIAL PLANNING
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | XOM | 10K | $1.09M |
 | WMT | 5K | $516.95K |
 | AAPL | 5K | $1.22M |
 | PEG | 3K | $208.65K |
 | NTRS | 2K | $221.28K |
 | JNJ | 1K | $276.03K |
 | PG | 1K | $204.12K |
 | NVDA | 1K | $236.02K |
 | MSFT | 953 | $493.61K |
 | JPM | 853 | $269.06K |
 | TSLA | 834 | $370.90K |
 | META | 410 | $301.10K |
 | COST | 272 | $251.77K |
Exxon Mobil Corporation
XOM
Shares Held
10K
Value
$1.09M
Walmart Inc.
WMT
Shares Held
5K
Value
$516.95K
Apple Inc.
AAPL
Shares Held
5K
Value
$1.22M
Public Service Enterprise Group Incorporated
PEG
Shares Held
3K
Value
$208.65K
Northern Trust Corporation
NTRS
Shares Held
2K
Value
$221.28K
Johnson & Johnson
JNJ
Shares Held
1K
Value
$276.03K
The Procter & Gamble Company
PG
Shares Held
1K
Value
$204.12K
NVIDIA Corporation
NVDA
Shares Held
1K
Value
$236.02K
Microsoft Corporation
MSFT
Shares Held
953
Value
$493.61K
JPMorgan Chase & Co.
JPM
Shares Held
853
Value
$269.06K
Tesla, Inc.
TSLA
Shares Held
834
Value
$370.90K
Meta Platforms, Inc.
META
Shares Held
410
Value
$301.10K
Costco Wholesale Corporation
COST
Shares Held
272
Value
$251.77K