Long-term investor
Treasure Coast Financial Planning @treasurecoastfinancialpl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001911307).
Record
- Tracked since 2025-06-30 (454 days), 29 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +914.1% · all +914.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A805 · 18.4% · long · since 2025-06-30
- 78463X889 · 13.7% · long · since 2025-06-30
- 78468R523 · 6.9% · long · since 2025-06-30
- 78468R663 · 6.7% · long · since 2025-06-30
- 78468R101 · 5.1% · long · since 2025-06-30
- 78468R861 · 5.0% · long · since 2025-06-30
- 35473P652 · 4.9% · long · since 2025-06-30
- 72201R718 · 4.0% · long · since 2025-06-30
- 78463X541 · 3.7% · long · since 2025-06-30
- 72201R775 · 3.5% · long · since 2025-06-30
- 78463X103 · 3.5% · long · since 2025-06-30
- 46641Q852 · 3.2% · long · since 2025-06-30