Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Team Financial Group

Latest statistics and disclosures from Team Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are DGRW, EPS, USFR, USMF, SCHG, and represent 57.31% of Team Financial Group's stock portfolio.
Added to shares of these 10 stocks: PSDM, PTRB, USMF, DGRW, SCHO, AVLV, GCC, AVMV, COWG, DIA.
Started 19 new stock positions in PPLT, C, VOO, IEFA, NWSA, F, XPH, VMBS, AVDE, USHY. AVGE, AVSC, GRNY, SHLD, QDPL, PVAL, FOXA, DIA, VZ.
Reduced shares in these 10 stocks: USFR, GLDM, COWZ, EPS, GDE, AVUV, PULS, WTV, SMH, QHY.
Sold out of its positions in CHYM, DJT, TSYY, IWM, MSTY, ULTY, CVNY, PLTY, SMH.
Team Financial Group was a net buyer of stock by $2.0M.
Team Financial Group has $220M in assets under management (AUM), dropping by 2.16%.
Central Index Key (CIK): 0001845163

Tip: Access up to 7 years of quarterly data

Positions held by Team Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Team Financial Group

Team Financial Group holds 267 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	15.7	$35M		388k	89.43	View chart
Wisdomtree U.s. Largecap Fund Etf (EPS)	14.4	$32M		448k	70.86	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	10.4	$23M	-4%	454k	50.32	View chart
Wisdomtree U.s. Multifactor Fund Etf (USMF)	9.7	$21M	+2%	416k	51.26	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	7.1	$16M		483k	32.62	View chart
Pgim Total Return Bond Etf Etf (PTRB)	6.1	$13M	+4%	318k	42.04	View chart
Pgim Short Duration Multi-sector Bond Etf Etf (PSDM)	4.4	$9.8M	+9%	190k	51.47	View chart
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)	4.3	$9.6M		103k	93.30	View chart
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)	3.6	$7.9M	+3%	225k	35.21	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	3.2	$7.1M	-4%	117k	60.17	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	2.9	$6.4M	-12%	75k	85.37	View chart
Avantis U.s. Mid Cap Value Etf Etf (AVMV)	2.9	$6.4M	+4%	90k	71.20	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	2.7	$5.8M	-2%	57k	101.98	View chart
Wisdomtree Enhanced Commodity Strategy Fund Etf (GCC)	1.2	$2.7M	+11%	126k	21.15	View chart
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)	0.9	$2.0M	+2%	22k	88.08	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.6	$1.3M	+33%	18k	75.77	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	0.6	$1.2M	+13%	25k	49.99	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.4	$948k	+11%	1.4k	684.83	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.4	$929k	+60%	38k	24.37	View chart
Apple Stock (AAPL)	0.4	$820k	-4%	3.0k	271.88	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.3	$756k	-3%	15k	51.60	View chart
Pgim Ultra Short Bond Etf Etf (PULS)	0.3	$638k	-12%	13k	49.59	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.3	$637k	+3%	8.1k	78.81	View chart
Wisdomtree Us Smallcap Quality Dividend Growth Fund Etf (DGRS)	0.2	$550k	-5%	11k	49.62	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.2	$466k	+3%	3.2k	143.52	View chart
Wisdomtree U.s. High Yield Corporate Bond Fund Etf (QHY)	0.2	$450k	-10%	9.7k	46.44	View chart
Wisdomtree U.s. Midcap Fund Etf (EZM)	0.2	$444k	-3%	6.7k	66.80	View chart
Costco Whsl Corp Stock (COST)	0.2	$424k		491.00	862.69	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.2	$417k	-3%	3.9k	106.70	View chart
Wisdomtree U.s. Total Dividend Fund Etf (DTD)	0.2	$385k		4.5k	84.88	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.2	$356k		2.0k	177.75	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.2	$335k	-6%	8.7k	38.32	View chart
Amazon Stock (AMZN)	0.1	$312k		1.4k	230.82	View chart
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY)	0.1	$308k		7.0k	44.05	View chart
Wisdomtree 1-3 Year Laddered Treasury Fund Etf (USSH)	0.1	$306k		6.0k	50.83	View chart
Nvidia Corporation Stock (NVDA)	0.1	$294k	-6%	1.6k	186.46	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$290k	+4%	3.6k	79.73	View chart
Microsoft Corp Stock (MSFT)	0.1	$279k		576.00	483.72	View chart
Unitedhealth Group Stock (UNH)	0.1	$274k	+31%	830.00	330.02	View chart
Procter And Gamble Stock (PG)	0.1	$254k		1.8k	143.28	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$245k		2.3k	107.11	View chart
Wisdomtree U.s. Short Term Corporate Bond Fund Etf (QSIG)	0.1	$244k	+2%	5.0k	48.98	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$240k	NEW	500.00	480.57	View chart
Wisdomtree U.s. Efficient Core Fund Etf (NTSX)	0.1	$219k	+7%	4.0k	54.81	View chart
Tesla Stock (TSLA)	0.1	$213k	+15%	473.00	449.72	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$206k		1.0k	198.55	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.1	$189k	+8%	2.7k	71.45	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$185k	+19%	872.00	212.02	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.1	$182k	+12%	3.0k	60.81	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$179k		2.0k	90.01	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$163k		2.3k	71.42	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$162k	+4%	1.3k	123.24	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$157k		502.00	313.30	View chart
Wisdomtree U.s. Smallcap Fund Etf (EES)	0.1	$156k		2.7k	56.93	View chart
Wisdomtree Managed Futures Strategy Fund Etf (WTMF)	0.1	$155k	+7%	4.1k	38.02	View chart
Wisdomtree Efficient Gold Plus Equity Strategy Fund Etf (GDE)	0.1	$152k	-52%	2.5k	61.62	View chart
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM)	0.1	$151k		3.2k	46.71	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$143k		1.5k	94.15	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.1	$135k	+16%	1.7k	80.20	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.1	$134k	-7%	196.00	681.92	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$133k		395.00	335.50	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$130k		196.00	660.94	View chart
Pgim Aaa Clo Etf Etf (PAAA)	0.1	$129k	+75%	2.5k	51.26	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.1	$125k	+125%	2.5k	49.65	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$123k		2.0k	62.48	View chart
Allstate Corp Stock (ALL)	0.1	$120k		577.00	208.15	View chart
Broadcom Stock (AVGO)	0.1	$119k	+56%	345.00	345.63	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.0	$108k	+14%	1.9k	57.91	View chart
Jones Lang Lasalle Stock (JLL)	0.0	$108k		322.00	336.47	View chart
International Business Machs Stock (IBM)	0.0	$107k		362.00	296.43	View chart
Distillate Us Fundamental Stability & Value Etf Etf (DSTL)	0.0	$105k	+73%	1.8k	58.89	View chart
Deere & Co Stock (DE)	0.0	$94k		202.00	465.41	View chart
Wisdomtree Japan Hedged Equity Fund Etf (DXJ)	0.0	$94k		651.00	144.15	View chart
Wisdomtree International Quality Dividend Growth Fund Etf (IQDG)	0.0	$91k		2.2k	41.49	View chart
Avantis U.s. Mid Cap Equity Etf Etf (AVMC)	0.0	$89k	+89%	1.3k	70.62	View chart
Jpmorgan Betabuilders Europe Etf Etf (BBEU)	0.0	$89k		1.2k	73.30	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$88k		352.00	250.05	View chart
Ishares Future Ai & Tech Etf Etf (ARTY)	0.0	$88k		1.8k	48.17	View chart
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)	0.0	$82k	+18%	2.1k	38.56	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$81k		3.0k	27.21	View chart
Global X U.s. Preferred Etf Etf (PFFD)	0.0	$81k		4.3k	18.91	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$81k	+11%	1.2k	67.19	View chart
Ge Aerospace Stock (GE)	0.0	$79k	-5%	257.00	307.58	View chart
Wisdomtree 7-10 Year Laddered Treasury Fund Etf (USIN)	0.0	$79k		1.6k	50.61	View chart
Global X Cybersecurity Etf Etf (BUG)	0.0	$77k		2.5k	30.46	View chart
Ishares U.s. Financials Etf Etf (IYF)	0.0	$72k		556.00	128.91	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$70k	NEW	111.00	627.44	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.0	$67k	+50%	1.1k	59.27	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$65k		138.00	473.48	View chart
Conocophillips Stock (COP)	0.0	$63k		672.00	93.58	View chart
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ)	0.0	$63k		1.7k	36.22	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.0	$61k		122.00	502.65	View chart
Dave Inc Class A Stock (DAVE)	0.0	$60k		269.00	221.41	View chart
Merck & Co Stock (MRK)	0.0	$59k		564.00	105.32	View chart
Universal Hlth Svcs Inc Cl B Stock (UHS)	0.0	$57k		262.00	217.90	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$56k	-9%	282.00	199.90	View chart
State Street Spdr S&p Pharmaceuticals Etf Etf (XPH)	0.0	$56k	NEW	1.0k	56.01	View chart
Spdr Gold Shares Etf (GLD)	0.0	$56k	+243%	141.00	396.31	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$55k		358.00	154.71	View chart
Walmart Stock (WMT)	0.0	$54k		483.00	111.35	View chart
Rtx Corporation Stock (RTX)	0.0	$53k	+75%	290.00	183.60	View chart
Blackrock Enhanced Large Cap C Cef (CII)	0.0	$53k	+3%	2.3k	23.37	View chart
Eli Lilly & Co Stock (LLY)	0.0	$51k		48.00	1068.44	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$51k		131.00	386.85	View chart
Morgan Stanley Stock (MS)	0.0	$49k		276.00	177.53	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$48k	-26%	423.00	114.05	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$48k		148.00	323.06	View chart
Rockwell Automation Stock (ROK)	0.0	$48k		122.00	389.51	View chart
Phillips 66 Stock (PSX)	0.0	$46k		353.00	128.92	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$44k		201.00	219.55	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.0	$43k	+184%	557.00	77.00	View chart
Starbucks Corp Stock (SBUX)	0.0	$42k		500.00	84.21	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$40k	-20%	895.00	45.19	View chart
Chevron Corp Stock (CVX)	0.0	$39k		253.00	152.64	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$39k		975.00	39.59	View chart
Coherent Corp Stock (COHR)	0.0	$38k		207.00	184.57	View chart
Ge Vernova Stock (GEV)	0.0	$37k		57.00	653.56	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.0	$37k		60.00	609.78	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$37k		116.00	314.29	View chart
Ishares S&p 100 Etf Etf (OEF)	0.0	$36k		106.00	342.01	View chart
Fedex Corp Stock (FDX)	0.0	$36k		124.00	288.06	View chart
Vanguard Value Etf Etf (VTV)	0.0	$36k	+190%	186.00	191.08	View chart
Invesco S&p 500 Momentum Etf Etf (SPMO)	0.0	$35k	+31%	296.00	119.32	View chart
Qualcomm Stock (QCOM)	0.0	$35k		205.00	170.88	View chart
Pepsico Stock (PEP)	0.0	$35k		244.00	143.27	View chart
Medtronic Stock (MDT)	0.0	$34k		357.00	96.09	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$34k	+366%	70.00	489.71	View chart
Fs Kkr Cap Corp Cef (FSK)	0.0	$34k		2.3k	14.81	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$33k		156.00	211.79	View chart
Abrdn Physical Platinum Shares Etf Etf (PPLT)	0.0	$33k	NEW	175.00	186.43	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	0.0	$32k	+59%	964.00	33.29	View chart
Floor & Decor Hldgs Inc Cl A Stock (FND)	0.0	$30k		500.00	60.89	View chart
Home Depot Stock (HD)	0.0	$30k		87.00	346.06	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.0	$30k		868.00	34.46	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.0	$29k		628.00	46.55	View chart
Johnson & Johnson Stock (JNJ)	0.0	$29k		141.00	206.96	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$29k		100.00	288.72	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.0	$28k		744.00	38.03	View chart
Ishares Gold Trust Etf (IAU)	0.0	$28k	-30%	343.00	81.17	View chart
Carnival Corp Paired Ctf Stock (CCL)	0.0	$28k	-47%	900.00	30.54	View chart
Expedia Group Stock (EXPE)	0.0	$27k		97.00	282.65	View chart
Capital One Finl Corp Stock (COF)	0.0	$27k		112.00	242.36	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$27k		996.00	26.91	View chart
Uber Technologies Stock (UBER)	0.0	$26k		316.00	81.71	View chart
Ishares High Yield Muni Active Etf Etf (HIMU)	0.0	$26k		525.00	48.64	View chart
Prudential Finl Stock (PRU)	0.0	$26k		226.00	112.92	View chart
Parker-hannifin Corp Stock (PH)	0.0	$25k		29.00	875.17	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$25k		174.00	141.33	View chart
Perpetua Resources Corp Stock (PPTA)	0.0	$24k		1.0k	24.21	View chart
D-wave Quantum Stock (QBTS)	0.0	$24k		917.00	26.15	View chart
Hartford Multifactor Developed Markets Etf (RODM)	0.0	$22k		605.00	36.95	View chart
3M Stock (MMM)	0.0	$22k		137.00	160.28	View chart
Dimensional International Small Cap Etf Etf (DFIS)	0.0	$21k		649.00	32.94	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$21k		156.00	137.03	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$21k		82.00	257.21	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$21k		140.00	148.78	View chart
Amplify Blockchain Technology Etf Etf (BLOK)	0.0	$20k		359.00	56.82	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$20k		92.00	215.68	View chart
Dominion Energy Stock (D)	0.0	$20k		338.00	58.67	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$18k		136.00	131.16	View chart
Bank Ozk Little Rock Ark Stock (OZK)	0.0	$18k		383.00	46.02	View chart
Coca Cola Stock (KO)	0.0	$16k		235.00	69.78	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$16k		280.00	56.79	View chart
Steel Dynamics Stock (STLD)	0.0	$16k		92.00	169.50	View chart
Principal Financial Group Stock (PFG)	0.0	$15k		174.00	88.45	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$15k	-21%	210.00	72.78	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$15k		50.00	303.90	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.0	$15k		127.00	118.96	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$15k		104.00	141.02	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$15k		120.00	120.57	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$14k		66.00	218.08	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$14k		125.00	113.70	View chart
Valero Energy Corp Stock (VLO)	0.0	$14k		87.00	161.94	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.0	$14k		300.00	45.48	View chart
Tapestry Stock (TPR)	0.0	$13k		99.00	128.07	View chart
Jpmorgan Diversified Return U.s. Mid Cap Equity Etf Etf (JPME)	0.0	$13k		115.00	108.61	View chart
Digital Rlty Tr Reit (DLR)	0.0	$12k		79.00	155.13	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$12k		27.00	453.37	View chart
Salesforce Stock (CRM)	0.0	$12k	-73%	45.00	267.33	View chart
Philip Morris Intl Stock (PM)	0.0	$12k		73.00	161.30	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.0	$12k		125.00	93.97	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$12k		25.00	468.76	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$11k		378.00	28.48	View chart
F5 Stock (FFIV)	0.0	$11k		42.00	255.26	View chart
Bank America Corp Stock (BAC)	0.0	$11k		194.00	54.91	View chart
Dimensional International High Profitability Etf Etf (DIHP)	0.0	$10k		330.00	31.66	View chart
Ishares Silver Trust Etf (SLV)	0.0	$9.7k		150.00	64.42	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	0.0	$9.2k	-19%	223.00	41.29	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$9.1k		331.00	27.51	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	0.0	$9.1k		287.00	31.56	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	0.0	$9.0k		276.00	32.57	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$8.8k		83.00	106.59	View chart
Global X Defense Tech Etf Etf (SHLD)	0.0	$8.8k	NEW	136.00	64.79	View chart
Avantis International Equity Etf Etf (AVDE)	0.0	$8.5k	NEW	103.00	82.47	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.0	$8.3k		81.00	102.60	View chart
Oracle Corp Stock (ORCL)	0.0	$8.3k		42.00	197.14	View chart
Novartis Adr (NVS)	0.0	$8.0k		58.00	137.86	View chart
T-mobile Us Stock (TMUS)	0.0	$7.9k		39.00	203.05	View chart
Avantis All Equity Markets Etf Etf (AVGE)	0.0	$7.3k	NEW	85.00	85.62	View chart
Abbvie Stock (ABBV)	0.0	$7.1k		31.00	228.48	View chart
Pacer Metaurus Us Large Cap Dividend Multiplier 400 Etf Etf (QDPL)	0.0	$6.3k	NEW	149.00	42.40	View chart
Advanced Micro Devices Stock (AMD)	0.0	$6.2k		29.00	214.17	View chart
Graniteshares 2x Long Nvda Daily Etf Etf (NVDL)	0.0	$6.2k		70.00	88.01	View chart
General Dynamics Corp Stock (GD)	0.0	$6.1k		18.00	336.67	View chart
Visa Inc Com Cl A Stock (V)	0.0	$6.0k		17.00	355.18	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.0	$5.9k		65.00	90.14	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$5.7k	+100%	48.00	119.42	View chart
Ventas Reit (VTR)	0.0	$5.6k		73.00	77.22	View chart
Omnicom Group Stock (OMC)	0.0	$5.6k		70.00	80.21	View chart
Texas Instrs Stock (TXN)	0.0	$5.5k	+3%	32.00	172.25	View chart
Mcdonalds Corp Stock (MCD)	0.0	$5.4k		18.00	299.44	View chart
Goldman Sachs Group Stock (GS)	0.0	$5.3k		6.00	891.17	View chart
Putnam Focused Large Cap Value Etf Etf (PVAL)	0.0	$5.1k	NEW	113.00	45.57	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$5.1k	NEW	57.00	89.46	View chart
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)	0.0	$5.1k		89.00	57.24	View chart
Novo-nordisk A S Adr (NVO)	0.0	$5.1k		100.00	50.88	View chart
Bank New York Mellon Corp Stock (BK)	0.0	$4.9k		42.00	117.26	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.0	$4.9k	+2%	92.00	52.92	View chart
First Trust Managed Municipal Etf Etf (FMB)	0.0	$4.7k		92.00	51.13	View chart
Genuine Parts Stock (GPC)	0.0	$4.3k		35.00	122.26	View chart
Abbott Labs Stock (ABT)	0.0	$4.1k	+3%	33.00	123.48	View chart
Avantis U.s Small Cap Equity Etf Etf (AVSC)	0.0	$3.9k	NEW	66.00	58.83	View chart
Invesco Energy Exploration & Production Etf Etf (PXE)	0.0	$3.8k		137.00	28.04	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$3.8k		15.00	252.27	View chart
Duke Energy Corp Stock (DUK)	0.0	$3.6k	+3%	31.00	115.81	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$3.4k		19.00	178.84	View chart
Verizon Communications Stock (VZ)	0.0	$3.4k	NEW	83.00	40.73	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$3.3k		12.00	276.50	View chart
Wisdomtree Cloud Computing Fund Etf (WCLD)	0.0	$3.2k		93.00	34.82	View chart
Lowes Cos Stock (LOW)	0.0	$3.2k		13.00	248.23	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$3.1k	+3%	33.00	95.00	View chart
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$3.0k		32.00	93.28	View chart
Diamondback Energy Stock (FANG)	0.0	$2.9k		19.00	150.32	View chart
Altria Group Stock (MO)	0.0	$2.8k	+2%	49.00	57.45	View chart
Jacobs Solutions Stock (J)	0.0	$2.7k		20.00	135.65	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$2.6k		5.00	517.40	View chart
Modiv Industrial Inc Com Stk Cl C Reit (MDV)	0.0	$2.6k	+2%	179.00	14.37	View chart
Wabtec Stock (WAB)	0.0	$2.6k		12.00	213.42	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)	0.0	$2.4k	NEW	65.00	37.40	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.0	$2.4k	+2%	48.00	50.48	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$2.3k		3.00	772.00	View chart
Ford Mtr Stock (F)	0.0	$2.2k	NEW	171.00	13.12	View chart
Proshares Ultrashort Euro Etf (EUO)	0.0	$2.1k		74.00	28.32	View chart
Colgate Palmolive Stock (CL)	0.0	$1.9k		24.00	80.33	View chart
Ishares California Muni Bond Etf Etf (CMF)	0.0	$1.9k		33.00	57.45	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$1.7k		3.00	575.33	View chart
First Trust California Municipal High Income Etf Etf (FCAL)	0.0	$1.7k		35.00	49.31	View chart
Ugi Corp Stock (UGI)	0.0	$1.6k	+2%	43.00	37.02	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.0	$1.5k		73.00	20.97	View chart
Pfizer Stock (PFE)	0.0	$1.5k		58.00	25.02	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.0	$1.2k	NEW	26.00	47.08	View chart
Everus Constr Group Stock (ECG)	0.0	$1.1k		13.00	85.54	View chart
Mdu Res Group Stock (MDU)	0.0	$1.1k		55.00	19.38	View chart
Fox Corp Cl A Stock (FOXA)	0.0	$1.0k	NEW	14.00	73.07	View chart
Affirm Hldgs Inc Com Cl A Stock (AFRM)	0.0	$893.000400		12.00	74.42	View chart
Knife River Corp Stock (KNF)	0.0	$843.999600		12.00	70.33	View chart
Alcon Ag Ord Stock (ALC)	0.0	$788.000000		10.00	78.80	View chart
Fundstrat Granny Shots Us Large Cap Etf Etf (GRNY)	0.0	$743.001000	NEW	30.00	24.77	View chart
Amentum Holdings Stock (AMTM)	0.0	$609.000000		21.00	29.00	View chart
Wisdomtree Bitcoin Fund Etf (BTCW)	0.0	$556.000200		6.00	92.67	View chart
Armata Pharmaceuticals Stock (ARMP)	0.0	$446.000700		71.00	6.28	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$417.000000		6.00	69.50	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$404.000000		4.00	101.00	View chart
BP Adr (BP)	0.0	$374.000000		11.00	34.00	View chart
Wisdomtree Equity Premium Income Fund Etf (WTPI)	0.0	$288.000000	+12%	9.00	32.00	View chart
News Corp New Cl A Stock (NWSA)	0.0	$261.000000	NEW	10.00	26.10	View chart
Citigroup Stock (C)	0.0	$233.000000	NEW	2.00	116.50	View chart

Past Filings by Team Financial Group

SEC 13F filings are viewable for Team Financial Group going back to 2023

Team Financial Group 2025 Q4 filed Jan. 13, 2026
Team Financial Group 2025 Q3 filed Oct. 7, 2025
Team Financial Group 2025 Q2 filed July 22, 2025
Team Financial Group 2025 Q1 filed April 23, 2025
Team Financial Group 2024 Q4 filed Jan. 21, 2025
Team Financial Group 2024 Q3 filed Oct. 23, 2024
Team Financial Group 2024 Q2 filed Aug. 13, 2024
Team Financial Group 2024 Q1 filed May 13, 2024
Team Financial Group 2023 Q4 filed Feb. 14, 2024
Team Financial Group 2023 Q3 filed Nov. 15, 2023

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z