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  Name: Treasure Coast Financial Planning
  City: VERO BEACH
  State: FL
  Zip: 32963
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $152,934,000
  Total Value Change : $9,548,000
  Securities Held Change : 4
   
All Securities Held : 34
  New Positions : 4
  Closed Positions : 0
  Increased Positions : 16
  Unchanged Positions : 1
  Decreased Positions : 13

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (FEP)1 Year Chart         FEP First Trust Europe Alphadex... 30 New $37.54 $249,000 6,634 0.16% 249,000 6,634 0.064    N/A
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 31 New $60.24 $242,000 4,028 0.16% 242,000 4,028 0    Discount, Variety Stores
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 32 New $202.47 $223,000 1,114 0.15% 223,000 1,114 0    Domestic Money Center...
   (FB)1 Year Chart         FB Meta Platforms Inc 33 New $473.23 $203,000 419 0.13% 203,000 419 0.005    Internet Service Prov...

      4 Records Found
  1    
Page 1 of 1
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