List of top 200 securities held by Treasure Coast Financial Planning:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
Quarter: 2026Q2
Report Date Time: 2026-07-29 10:44:10
Total Holdings: 43
Assets Under Management (AUM) :
$187,923,296 ($187.92M)
Reporting Manager: Ryan Fink
Address:
545 BEACHLAND BLVD.
VERO BEACH, FL 32963
Since : total money flow = , gains and losses =
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