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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 58.16% of Team Financial Group's stock portfolio.
Added to shares of these 10 stocks: DGRW, COWG, USMF, GDE, AVLV, SCHG, PSDM, USSH, AVMV, PTRB.
Started 10 new stock positions in SLV, AVMC, TSYY, GD, DSTL, BLOK, GDE, DAVE, PAAA, EUO.
Reduced shares in these 10 stocks: USFR, GLDM, DGRS, PULS, VYM, VCSH, COWZ, SDVY, QHY, DTD.
Sold out of its positions in DEO, GIS, PPG, TSLY.
Team Financial Group was a net buyer of stock by $2.2M.
Team Financial Group has $216M in assets under management (AUM), dropping by 6.08%.
Central Index Key (CIK): 0001845163

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Portfolio Holdings for Team Financial Group

Team Financial Group holds 257 positions in its portfolio as reported in the September 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	$34M		382k	88.96	View chart
Wisdomtree U.s. Largecap Fund Etf (EPS)	14.4	$31M		452k	68.94	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	11.1	$24M	-2%	477k	50.27	View chart
Wisdomtree U.s. Multifactor Fund Etf (USMF)	9.8	$21M		406k	52.27	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	7.0	$15M		477k	31.91	View chart
Pgim Total Return Bond Etf Etf (PTRB)	5.9	$13M		304k	42.20	View chart
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)	4.4	$9.4M		103k	91.01	View chart
Pgim Short Duration Multi-sector Bond Etf Etf (PSDM)	4.2	$9.0M		174k	51.57	View chart
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)	3.7	$7.9M	+5%	218k	36.30	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	3.3	$7.1M		123k	57.47	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	3.0	$6.6M	-3%	86k	76.45	View chart
Avantis U.s. Mid Cap Value Etf Etf (AVMV)	2.7	$5.9M	+2%	86k	68.89	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	2.7	$5.9M		59k	99.53	View chart
Wisdomtree Enhanced Commodity Stgy Etf (GCC)	1.1	$2.4M		113k	21.39	View chart
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)	0.9	$1.9M		22k	87.03	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	0.5	$1.1M	+5%	22k	49.79	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.4	$947k	+45%	13k	72.26	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.4	$830k	+2%	1.2k	669.07	View chart
Apple Stock (AAPL)	0.4	$800k	-2%	3.1k	254.65	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.4	$790k	-2%	15k	52.30	View chart
Pgim Ultra Short Bond Etf Etf (PULS)	0.3	$732k	-11%	15k	49.83	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.3	$618k		7.8k	78.91	View chart
Wisdomtree Us Smallcap Quality Dividend Growth Fund Etf (DGRS)	0.3	$585k	-13%	12k	49.98	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.3	$581k	+15%	24k	24.40	View chart
Wisdomtree U.s. High Yield Corporate Bond Fund Etf (QHY)	0.2	$502k	-4%	11k	46.55	View chart
Wisdomtree U.s. Midcap Fund Etf (EZM)	0.2	$457k		6.9k	65.91	View chart
Costco Whsl Corp Stock (COST)	0.2	$454k		491.00	925.04	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.2	$444k	-16%	3.1k	140.93	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.2	$431k		4.0k	106.77	View chart
Wisdomtree U.s. Total Dividend Fund Etf (DTD)	0.2	$379k	-5%	4.5k	84.00	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.2	$365k		2.0k	182.42	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.2	$356k	-8%	9.4k	38.02	View chart
Nvidia Corporation Stock (NVDA)	0.1	$316k		1.7k	186.53	View chart
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY)	0.1	$306k		6.9k	44.27	View chart
Wisdomtree 1-3 Year Laddered Treasury Fund Etf (USSH)	0.1	$304k	+99%	6.0k	50.78	View chart
Microsoft Corp Stock (MSFT)	0.1	$298k		575.00	518.34	View chart
Wisdomtree Efficient Gold Plus Equity Strategy Fund Etf (GDE)	0.1	$298k	NEW	5.2k	57.41	View chart
Amazon Stock (AMZN)	0.1	$297k		1.4k	219.57	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$279k	-14%	3.5k	79.94	View chart
Procter And Gamble Stock (PG)	0.1	$271k		1.8k	153.64	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$243k	-3%	2.3k	106.50	View chart
Wisdomtree U.s. Short Term Corporate Bond Fund Etf (QSIG)	0.1	$239k	+53%	4.9k	48.96	View chart
Unitedhealth Group Stock (UNH)	0.1	$217k	-4%	629.00	345.48	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$203k	+10%	1.0k	194.53	View chart
Wisdomtree U.s. Efficient Core Fund Etf (NTSX)	0.1	$200k		3.7k	53.92	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.1	$186k	+63%	2.4k	76.02	View chart
Tesla Stock (TSLA)	0.1	$181k		408.00	444.72	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$167k		2.0k	84.69	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.1	$158k	+11%	2.7k	59.21	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$158k	+13%	2.3k	67.82	View chart
Wisdomtree U.s. Smallcap Fund Etf (EES)	0.1	$153k		2.7k	55.87	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$152k	+11%	1.3k	120.69	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$151k	+9%	730.00	206.39	View chart
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM)	0.1	$147k		3.2k	45.98	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$144k		1.5k	95.11	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$144k	+3%	196.00	734.77	View chart
Wisdomtree Managed Futures Strategy Fund Etf (WTMF)	0.1	$143k	+9%	3.8k	37.89	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.1	$142k	+5%	213.00	666.18	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$130k	+489%	395.00	328.08	View chart
Allstate Corp Stock (ALL)	0.1	$124k	-4%	577.00	214.65	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$122k		502.00	243.17	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$116k		1.9k	59.93	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.1	$113k	+14%	1.4k	78.31	View chart
International Business Machs Stock (IBM)	0.0	$102k	+4%	360.00	282.46	View chart
Jones Lang Lasalle Stock (JLL)	0.0	$96k		322.00	298.28	View chart
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.0	$94k	-3%	1.6k	57.19	View chart
Deere & Co Stock (DE)	0.0	$92k		201.00	457.79	View chart
Global X Cybersecurity Etf Etf (BUG)	0.0	$90k		2.6k	35.20	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$90k	-6%	351.00	256.22	View chart
Wisdomtree International Quality Dividend Growth Fund Etf (IQDG)	0.0	$87k	-3%	2.2k	39.87	View chart
Jpmorgan Betabuilders Europe Etf Etf (BBEU)	0.0	$84k		1.2k	69.61	View chart
Wisdomtree Japan Hedged Equity Fund Etf (DXJ)	0.0	$83k	-4%	651.00	128.00	View chart
Ishares Future Ai & Tech Etf Etf (ARTY)	0.0	$83k		1.8k	45.77	View chart
Ge Aerospace Stock (GE)	0.0	$82k	-6%	273.00	301.13	View chart
Global X U.s. Preferred Etf Etf (PFFD)	0.0	$82k		4.2k	19.43	View chart
Wisdomtree 7-10 Year Laddered Treasury Fund Etf (USIN)	0.0	$78k		1.5k	50.67	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$78k		3.0k	26.30	View chart
Pgim Aaa Clo Etf Etf (PAAA)	0.0	$74k	NEW	1.4k	51.50	View chart
Broadcom Stock (AVGO)	0.0	$73k		221.00	330.20	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$73k	+75%	1.1k	65.00	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$71k	+19%	1.1k	65.92	View chart
Ishares U.s. Financials Etf Etf (IYF)	0.0	$70k		553.00	126.74	View chart
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)	0.0	$68k	+12%	1.8k	37.87	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$65k	+11%	575.00	113.80	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$65k		200.00	325.90	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$65k		138.00	468.12	View chart
Conocophillips Stock (COP)	0.0	$63k		666.00	94.54	View chart
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ)	0.0	$61k		1.7k	35.42	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.0	$61k		122.00	502.74	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$61k	+8%	311.00	196.02	View chart
Distillate Us Fundamental Stability & Value Etf Etf (DSTL)	0.0	$60k	NEW	1.0k	57.94	View chart
Dave Inc Class A Stock (DAVE)	0.0	$54k	NEW	269.00	199.35	View chart
Universal Hlth Svcs Inc Cl B Stock (UHS)	0.0	$54k		262.00	204.15	View chart
Blackrock Enhanced Large Cap C Cef (CII)	0.0	$51k		2.2k	23.00	View chart
Walmart Stock (WMT)	0.0	$50k		483.00	103.01	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$50k		131.00	378.94	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.0	$50k		356.00	139.28	View chart
Carnival Corp Paired Ctf Stock (CCL)	0.0	$49k		1.7k	28.91	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$48k		1.1k	42.98	View chart
Phillips 66 Stock (PSX)	0.0	$48k		350.00	135.89	View chart
Merck & Co Stock (MRK)	0.0	$47k		559.00	83.95	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$47k	+22%	148.00	314.74	View chart
Avantis U.s. Mid Cap Equity Etf Etf (AVMC)	0.0	$46k	NEW	664.00	69.63	View chart
Morgan Stanley Stock (MS)	0.0	$44k		276.00	158.96	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.0	$43k	+13%	751.00	57.56	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$43k		199.00	216.00	View chart
Rockwell Automation Stock (ROK)	0.0	$43k		122.00	348.73	View chart
Starbucks Corp Stock (SBUX)	0.0	$42k		500.00	84.60	View chart
Salesforce Stock (CRM)	0.0	$40k		170.00	237.46	View chart
Chevron Corp Stock (CVX)	0.0	$39k		251.00	155.42	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$38k		975.00	38.57	View chart
Floor & Decor Hldgs Inc Cl A Stock (FND)	0.0	$37k		500.00	73.70	View chart
Eli Lilly & Co Stock (LLY)	0.0	$36k		48.00	757.58	View chart
Ishares Gold Trust Etf (IAU)	0.0	$36k		495.00	72.77	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.0	$36k		59.00	604.63	View chart
Home Depot Stock (HD)	0.0	$35k	+10%	87.00	404.93	View chart
Ishares S&p 100 Etf Etf (OEF)	0.0	$35k	+7%	105.00	334.24	View chart
Ge Vernova Stock (GEV)	0.0	$35k	-20%	57.00	614.89	View chart
Pepsico Stock (PEP)	0.0	$34k		244.00	140.20	View chart
Qualcomm Stock (QCOM)	0.0	$34k		205.00	166.04	View chart
Medtronic Stock (MDT)	0.0	$34k		357.00	95.27	View chart
Fs Kkr Cap Corp Cef (FSK)	0.0	$34k		2.3k	14.93	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$33k		156.00	208.71	View chart
Uber Technologies Stock (UBER)	0.0	$31k		316.00	97.97	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$30k		100.00	300.41	View chart
Fedex Corp Stock (FDX)	0.0	$29k		124.00	234.88	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.0	$29k	+54%	619.00	46.74	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.0	$29k		868.00	32.79	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$28k		116.00	243.84	View chart
Dimensional Us High Profitability Etf Etf (DUHP)	0.0	$28k		744.00	37.77	View chart
Rtx Corporation Stock (RTX)	0.0	$28k		165.00	167.19	View chart
Invesco S&p 500 Momentum Etf Etf (SPMO)	0.0	$27k	+12%	225.00	120.80	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$26k		993.00	26.34	View chart
Johnson & Johnson Stock (JNJ)	0.0	$26k		140.00	185.58	View chart
Ishares High Yield Muni Active Etf Etf (HIMU)	0.0	$25k		515.00	49.22	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$25k		172.00	142.33	View chart
Yieldmax Pltr Option Income Strategy Etf Etf (PLTY)	0.0	$24k	+150%	373.00	65.28	View chart
Amplify Transformational Data Sharing Etf Etf (BLOK)	0.0	$24k	NEW	356.00	67.04	View chart
Capital One Finl Corp Stock (COF)	0.0	$24k		112.00	212.58	View chart
Prudential Finl Stock (PRU)	0.0	$23k		224.00	103.51	View chart
D-wave Quantum Stock (QBTS)	0.0	$23k		917.00	24.71	View chart
Coherent Corp Stock (COHR)	0.0	$22k		207.00	107.72	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$22k		156.00	142.34	View chart
Parker-hannifin Corp Stock (PH)	0.0	$22k		29.00	754.03	View chart
3M Stock (MMM)	0.0	$21k		137.00	154.69	View chart
Hartford Multifactor Developed Markets Etf (RODM)	0.0	$21k		596.00	35.54	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$21k		82.00	253.27	View chart
Expedia Group Stock (EXPE)	0.0	$21k		97.00	212.95	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	0.0	$21k	+17%	604.00	34.16	View chart
Dimensional International Small Cap Etf Etf (DFIS)	0.0	$21k		649.00	31.63	View chart
Dominion Energy Stock (D)	0.0	$21k		334.00	61.26	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$20k		140.00	145.26	View chart
Perpetua Resources Corp Stock (PPTA)	0.0	$20k		1.0k	20.23	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$19k		92.00	210.24	View chart
Bank Ozk Little Rock Ark Stock (OZK)	0.0	$19k		379.00	51.02	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$18k		266.00	67.54	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$18k		135.00	129.46	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$15k		278.00	55.41	View chart
Coca Cola Stock (KO)	0.0	$15k		231.00	66.45	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.0	$15k		127.00	119.12	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.0	$15k		196.00	75.13	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$15k		104.00	140.95	View chart
Valero Energy Corp Stock (VLO)	0.0	$15k		86.00	170.15	View chart
Spdr Gold Shares Etf (GLD)	0.0	$15k		41.00	355.46	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$14k		65.00	221.71	View chart
Principal Financial Group Stock (PFG)	0.0	$14k		173.00	82.88	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$14k		50.00	279.30	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$14k		124.00	110.94	View chart
Digital Rlty Tr Reit (DLR)	0.0	$14k		79.00	173.34	View chart
F5 Stock (FFIV)	0.0	$14k		42.00	323.19	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$13k		119.00	112.93	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.0	$13k		297.00	44.23	View chart
Steel Dynamics Stock (STLD)	0.0	$13k		92.00	139.00	View chart
Graniteshares Yieldboost Tsla Etf Etf (TSYY)	0.0	$13k	NEW	1.5k	8.48	View chart
Jpmorgan Diversified Return U.s. Mid Cap Equity Etf Etf (JPME)	0.0	$12k		114.00	108.63	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$12k		25.00	490.40	View chart
Yieldmax Cvna Option Income Strategy Etf Etf (CVNY)	0.0	$12k	+17%	299.00	40.33	View chart
Vanguard Value Etf Etf (VTV)	0.0	$12k		64.00	187.73	View chart
Oracle Corp Stock (ORCL)	0.0	$12k		42.00	283.95	View chart
Philip Morris Intl Stock (PM)	0.0	$12k		73.00	161.60	View chart
Tapestry Stock (TPR)	0.0	$11k		99.00	113.21	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.0	$11k		125.00	89.03	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	0.0	$11k		277.00	39.67	View chart
Yieldmax Ultra Option Income Strategy Etf Etf (ULTY)	0.0	$11k	+23%	2.0k	5.47	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$11k		27.00	391.63	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$11k		376.00	27.93	View chart
Dimensional International High Profitability Etf Etf (DIHP)	0.0	$10k		330.00	30.39	View chart
Bank America Corp Stock (BAC)	0.0	$9.9k		193.00	51.51	View chart
T-mobile Us Stock (TMUS)	0.0	$9.3k		39.00	239.38	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$9.3k		328.00	28.29	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	0.0	$8.9k		286.00	31.17	View chart
Yieldmax Mstr Option Income Strategy Etf Etf (MSTY)	0.0	$8.8k	+29%	632.00	13.97	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	0.0	$8.7k		276.00	31.53	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$8.7k		83.00	104.25	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.0	$8.3k		80.00	103.51	View chart
Novartis Adr (NVS)	0.0	$7.4k		58.00	128.24	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$7.3k		15.00	487.13	View chart
Abbvie Stock (ABBV)	0.0	$7.2k		31.00	231.55	View chart
Graniteshares 2x Long Nvda Daily Etf Etf (NVDL)	0.0	$6.6k		70.00	93.61	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.0	$6.4k		65.00	98.51	View chart
Ishares Silver Trust Etf (SLV)	0.0	$6.4k	NEW	150.00	42.37	View chart
General Dynamics Corp Stock (GD)	0.0	$6.1k	NEW	18.00	341.00	View chart
Visa Inc Com Cl A Stock (V)	0.0	$5.9k		17.00	345.00	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$5.9k		24.00	244.29	View chart
Texas Instrs Stock (TXN)	0.0	$5.8k		31.00	186.68	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$5.8k		24.00	239.62	View chart
Omnicom Group Stock (OMC)	0.0	$5.6k		69.00	81.43	View chart
Novo-nordisk A S Adr (NVO)	0.0	$5.5k		100.00	55.49	View chart
Mcdonalds Corp Stock (MCD)	0.0	$5.3k	+5%	18.00	296.06	View chart
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)	0.0	$5.1k		89.00	57.10	View chart
Ventas Reit (VTR)	0.0	$5.1k		72.00	70.33	View chart
Goldman Sachs Group Stock (GS)	0.0	$4.8k		6.00	803.83	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.0	$4.8k	+55%	90.00	53.33	View chart
Genuine Parts Stock (GPC)	0.0	$4.8k	+2%	35.00	136.80	View chart
Advanced Micro Devices Stock (AMD)	0.0	$4.7k		29.00	161.79	View chart
First Trust Managed Municipal Etf Etf (FMB)	0.0	$4.7k		92.00	50.71	View chart
Bank New York Mellon Corp Stock (BK)	0.0	$4.6k		42.00	109.52	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$4.5k		15.00	301.20	View chart
Abbott Labs Stock (ABT)	0.0	$4.3k		32.00	135.53	View chart
Invesco Energy Exploration & Production Etf Etf (PXE)	0.0	$4.0k		137.00	29.29	View chart
Duke Energy Corp Stock (DUK)	0.0	$3.8k		30.00	125.17	View chart
Lowes Cos Stock (LOW)	0.0	$3.3k		13.00	257.38	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$3.3k		19.00	174.21	View chart
Wisdomtree Cloud Computing Fund Etf (WCLD)	0.0	$3.3k	-11%	93.00	34.98	View chart
Altria Group Stock (MO)	0.0	$3.2k	+2%	48.00	66.15	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$3.1k		32.00	96.50	View chart
Jacobs Solutions Stock (J)	0.0	$3.1k		20.00	153.15	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$3.1k		12.00	254.17	View chart
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$3.0k		32.00	92.22	View chart
Diamondback Energy Stock (FANG)	0.0	$2.7k		19.00	143.11	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$2.7k		5.00	530.20	View chart
Modiv Industrial Inc Com Stk Cl C Reit (MDV)	0.0	$2.6k		175.00	14.66	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.0	$2.4k		47.00	51.23	View chart
Wabtec Stock (WAB)	0.0	$2.4k		12.00	200.50	View chart
Proshares Ultrashort Euro Etf (EUO)	0.0	$2.1k	NEW	74.00	28.01	View chart
Chime Finl Inc Com Shs Cl A Stock (CHYM)	0.0	$2.0k		100.00	20.17	View chart
Colgate Palmolive Stock (CL)	0.0	$1.9k		24.00	80.75	View chart
Ishares California Muni Bond Etf Etf (CMF)	0.0	$1.9k		33.00	57.03	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$1.7k		3.00	572.67	View chart
First Trust California Municipal High Income Etf Etf (FCAL)	0.0	$1.7k		35.00	48.77	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$1.7k		3.00	562.33	View chart
Trump Media & Technology Group Stock (DJT)	0.0	$1.6k		100.00	16.42	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.0	$1.6k		73.00	21.44	View chart
Pfizer Stock (PFE)	0.0	$1.5k		57.00	25.61	View chart
Ugi Corp Stock (UGI)	0.0	$1.4k		42.00	33.31	View chart
Everus Constr Group Stock (ECG)	0.0	$1.1k		13.00	85.77	View chart
Mdu Res Group Stock (MDU)	0.0	$965.001600		54.00	17.87	View chart
Knife River Corp Stock (KNF)	0.0	$921.999600		12.00	76.83	View chart
Affirm Hldgs Inc Com Cl A Stock (AFRM)	0.0	$876.999600		12.00	73.08	View chart
Alcon Ag Ord Stock (ALC)	0.0	$745.000000		10.00	74.50	View chart
Wisdomtree Bitcoin Fund Etf (BTCW)	0.0	$727.999800		6.00	121.33	View chart
Amentum Holdings Stock (AMTM)	0.0	$503.000400		21.00	23.95	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$497.000000		4.00	124.25	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$436.999800		6.00	72.83	View chart
BP Adr (BP)	0.0	$365.999700	+10%	11.00	33.27	View chart
Wisdomtree Equity Premium Income Fund Etf (WTPI)	0.0	$278.000000		8.00	34.75	View chart
Armata Pharmaceuticals Stock (ARMP)	0.0	$211.998900		71.00	2.99	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 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

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