Team Financial Group
Latest statistics and disclosures from Team Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are USFR, EPS, DGRW, USMF, DGRS, and represent 58.83% of Team Financial Group's stock portfolio.
- Added to shares of these 10 stocks: COWZ (+$6.7M), USFR, DGRW, USMF, SCHG, EPS, IVV, WTV, AAPL, DGRS.
- Started 30 new stock positions in GNR, FNCL, PSDM, FCOM, AGG, BRY, BKLN, ITGR, SWAN, FTEC.
- Reduced shares in these 10 stocks: GCC, PFFD, , WTMF, FTXN, CMF, FCAL, DHS, VYM, VXUS.
- Sold out of its positions in ABBV, ELV, BMY, DKS, DOW, IVT, EFAV, LW, NEE, TGT. U, Vpc Impact Acqu Holdi Iii In, VXUS, WFC, DWM, Wisdomtree Tr modrn tec plat.
- Team Financial Group was a net buyer of stock by $16M.
- Team Financial Group has $139M in assets under management (AUM), dropping by 15.11%.
- Central Index Key (CIK): 0001845163
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Portfolio Holdings for Team Financial Group
Team Financial Group holds 221 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wt Flt Rt Trsry Etf (USFR) | 14.8 | $21M | +23% | 411k | 50.24 |
|
| Wt Us Lrg Fund Etf (EPS) | 14.8 | $21M | +3% | 410k | 50.12 |
|
| Wt Us Qlty Div Grwth Fund Etf (DGRW) | 13.9 | $19M | +8% | 277k | 70.28 |
|
| Wt U.s. Multifac Fund Etf (USMF) | 9.9 | $14M | +7% | 330k | 42.05 |
|
| Wt Us Smlcp Qlty Div Grth Fund Etf (DGRS) | 5.4 | $7.5M | +3% | 158k | 47.44 |
|
| Pacer Us Cash Cows 100 Etf Etf (COWZ) | 5.3 | $7.4M | +922% | 143k | 51.99 |
|
| Pgim Total Return Bond Etf Etf (PTRB) | 5.2 | $7.2M | +3% | 172k | 41.95 |
|
| Wt Us Value Fund Etf (WTV) | 4.4 | $6.1M | +5% | 89k | 68.53 |
|
| Vanguard St Bond Etf Etf (BSV) | 4.0 | $5.6M | +4% | 73k | 77.02 |
|
| Wt U.s. Midcap Div Fund Etf (DON) | 3.5 | $4.8M | 106k | 45.69 |
|
|
| Wt Enh Commdty Stgy Etf (GCC) | 2.6 | $3.6M | -9% | 212k | 16.93 |
|
| Pacer Us Lrg Cp Grwth Etf Etf (COWG) | 2.1 | $2.9M | +5% | 122k | 23.84 |
|
| Spdr Gold Minishares Trust Etf (GLDM) | 1.9 | $2.7M | +4% | 65k | 40.91 |
|
| Pgim Ultra Short Bond Etf Etf (PULS) | 1.9 | $2.7M | +3% | 54k | 49.39 |
|
| Schwab U.s. Lrg-cap Growth Etf Etf (SCHG) | 1.4 | $1.9M | +69% | 23k | 82.96 |
|
| Wt Us Krg Divd Fund Etf (DLN) | 1.0 | $1.4M | +6% | 22k | 66.38 |
|
| Wt U.s. Midcap Fund Etf (EZM) | 0.9 | $1.2M | +16% | 21k | 57.39 |
|
| Apple Stock (AAPL) | 0.5 | $652k | +61% | 3.4k | 192.55 |
|
| Wt Us Div Fund Etf (DTD) | 0.4 | $508k | -3% | 7.8k | 65.38 |
|
| Ishares Core S&p 500 Etf Etf (IVV) | 0.3 | $424k | +1380% | 888.00 | 477.68 |
|
| Prctr Gmble Stock (PG) | 0.3 | $376k | 2.6k | 146.54 |
|
|
| Wt U.s. Smlcp Fund Etf (EES) | 0.3 | $361k | 7.3k | 49.82 |
|
|
| Wt Yld Enh Us Agg Bond Fund Etf (AGGY) | 0.2 | $346k | -2% | 7.9k | 44.02 |
|
| Wt Us Hyld Corp Bond Fund Etf (WFHY) | 0.2 | $342k | 7.5k | 45.42 |
|
|
| Unitedhealth Group Stock (UNH) | 0.2 | $304k | 578.00 | 526.14 |
|
|
| Ishares St Natl Muni Bnd Etf Etf (SUB) | 0.2 | $273k | -2% | 2.6k | 105.42 |
|
| Vanguard H Div Index Etf Etf (VYM) | 0.2 | $227k | -12% | 2.0k | 111.62 |
|
| Costco Whsl Corp Stock (COST) | 0.2 | $225k | +14% | 341.00 | 660.99 |
|
| Wt Mngd Ftrs Stgy Fund Etf (WTMF) | 0.2 | $225k | -31% | 6.4k | 35.07 |
|
| Wt Int Rt Hdgd Us Agg Bond Fund Etf (AGZD) | 0.2 | $219k | 10k | 21.92 |
|
|
| Schwab St Us Trsy Etf Etf (SCHO) | 0.1 | $199k | NEW | 4.1k | 48.45 |
|
| Proshrs Ultrasht Euro Etf (EUO) | 0.1 | $194k | 6.7k | 29.15 |
|
|
| Ishares Nat Muni Bnd Etf Etf (MUB) | 0.1 | $188k | -5% | 1.7k | 108.41 |
|
| Wt Us Eff Core Fund Etf (NTSX) | 0.1 | $181k | +8% | 4.6k | 39.30 |
|
| Ishares Msci Usa Min Vol Etf Etf (USMV) | 0.1 | $170k | -6% | 2.2k | 78.02 |
|
| Wt Mrgt Plus Bond Fund Etf (MTGP) | 0.1 | $169k | -15% | 3.8k | 43.89 |
|
| Wt Us Sht Trm Corp Bnd Fund Etf (SFIG) | 0.1 | $168k | +15% | 3.5k | 47.98 |
|
| Ft Mngd Muni Etf Etf (FMB) | 0.1 | $168k | 3.3k | 51.67 |
|
|
| Wt Int Rt Hgdh H Yld Bond Fund Etf (HYZD) | 0.1 | $161k | -5% | 7.5k | 21.62 |
|
| Amazon Stock (AMZN) | 0.1 | $159k | +770% | 1.0k | 151.94 |
|
| Vngd Internl High Div Yld Etf (VYMI) | 0.1 | $151k | -9% | 2.3k | 66.50 |
|
| Vngrd St Corp Bond Etf Etf (VCSH) | 0.1 | $113k | -12% | 1.5k | 77.35 |
|
| Ishares Msci Usa Mmnt Factor Etf Etf (MTUM) | 0.1 | $107k | -12% | 684.00 | 156.85 |
|
| Pgim Sd Multi Bond Etf Etf (PSDM) | 0.1 | $107k | NEW | 2.1k | 50.69 |
|
| Vanguard Totl Bnd Mrkt Etf Etf (BND) | 0.1 | $100k | -7% | 1.4k | 73.56 |
|
| Deere & Co Stock (DE) | 0.1 | $99k | 248.00 | 399.46 |
|
|
| Microsoft Corp Stock (MSFT) | 0.1 | $89k | +15% | 237.00 | 376.81 |
|
| Wt Yld Enh Us St Agg Bond Fund Etf (SHAG) | 0.1 | $88k | 1.9k | 47.33 |
|
|
| Wt Intrnl Qlty Dvnd Growth Fund Etf (IQDG) | 0.1 | $78k | -7% | 2.1k | 36.27 |
|
| Global X U.s. Prred Etf Etf (PFFD) | 0.1 | $75k | -67% | 3.9k | 19.40 |
|
| Ge Stock (GE) | 0.1 | $74k | +100% | 580.00 | 127.68 |
|
| Conocophillips Stock (COP) | 0.1 | $74k | 635.00 | 116.02 |
|
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| Sempra Stock (SRE) | 0.1 | $72k | 965.00 | 74.74 |
|
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| Schwab Charles Corp Stock (SCHW) | 0.1 | $70k | -3% | 1.0k | 68.83 |
|
| Jpm Ultra-short Incm Etf Etf (JPST) | 0.0 | $67k | 1.3k | 50.24 |
|
|
| Spdr Port S&p 600 Smlcp Etf Etf (SPSM) | 0.0 | $67k | 1.6k | 42.17 |
|
|
| Wt Emrg H Div Fund Etf (DEM) | 0.0 | $67k | 1.6k | 40.67 |
|
|
| Wt Emrg Mrkt Smlcp Div Fund Etf (DGS) | 0.0 | $66k | 1.3k | 49.94 |
|
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| Br Enh Cap & Inm Cef (CII) | 0.0 | $63k | -12% | 3.3k | 19.00 |
|
| Jones Lang Lasalle Stock (JLL) | 0.0 | $61k | 322.00 | 188.87 |
|
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| Schwab Fnd Us Lrg Co Indx Etf Etf (FNDX) | 0.0 | $60k | 970.00 | 61.96 |
|
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| Merck & Co Stock (MRK) | 0.0 | $58k | 530.00 | 109.02 |
|
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| Floor & Decor Hldgs Inc Cl A Stock (FND) | 0.0 | $56k | 500.00 | 111.56 |
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| Global X Cybr Etf Etf (BUG) | 0.0 | $56k | -30% | 1.9k | 29.31 |
|
| Intrl Bus Machs Stock (IBM) | 0.0 | $54k | 331.00 | 163.33 |
|
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| Schwab Us Tips Etf Etf (SCHP) | 0.0 | $52k | 1.0k | 52.20 |
|
|
| Wt Cld Comp Fund Etf (WCLD) | 0.0 | $50k | -7% | 1.4k | 34.94 |
|
| Ft Nasdaq Oil & Gas Etf Etf (FTXN) | 0.0 | $49k | -67% | 1.7k | 28.31 |
|
| Wt Emerg Mrkts Ex St Ownd Ent Fund Etf (XSOE) | 0.0 | $47k | 1.6k | 28.88 |
|
|
| Phillips 66 Stock (PSX) | 0.0 | $44k | 329.00 | 133.03 |
|
|
| Schwab Fnd Us Sml Co Indx Etf Etf (FNDA) | 0.0 | $44k | 788.00 | 55.34 |
|
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| Spdr Gold Shares Etf (GLD) | 0.0 | $43k | 226.00 | 191.17 |
|
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| Tesla Stock (TSLA) | 0.0 | $42k | -4% | 169.00 | 248.48 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.0 | $42k | 300.00 | 139.69 |
|
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| Universal Hlth Svcs Inc Cl B Stock (UHS) | 0.0 | $40k | 260.00 | 152.24 |
|
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| Nvidia Corporation Stock (NVDA) | 0.0 | $39k | 78.00 | 495.67 |
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| Pepsico Stock (PEP) | 0.0 | $39k | 227.00 | 169.96 |
|
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| Wt Us H Dvd Fund Etf (DHS) | 0.0 | $37k | -53% | 453.00 | 82.23 |
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| Rockwell Auto Stock (ROK) | 0.0 | $37k | NEW | 118.00 | 310.48 |
|
| Schwab Fnd Intr Lrg Co Idx Etf Etf (FNDF) | 0.0 | $37k | 1.1k | 33.73 |
|
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| Meta Platforms Inc Cl A Stock (META) | 0.0 | $35k | 100.00 | 353.96 |
|
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| Boeing Stock (BA) | 0.0 | $33k | 127.00 | 260.66 |
|
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| Wt Putwrite Stry Etf (PUTW) | 0.0 | $33k | -13% | 1.0k | 31.71 |
|
| Vanguard Div App Etf Etf (VIG) | 0.0 | $33k | 194.00 | 170.32 |
|
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| Spdr Port S&p 500 Value Etf Etf (SPYV) | 0.0 | $30k | +904% | 643.00 | 46.63 |
|
| Medtronic Stock (MDT) | 0.0 | $29k | 357.00 | 82.41 |
|
|
| Vanguard Ftse Dvld Mrks Etf Etf (VEA) | 0.0 | $28k | +59% | 592.00 | 47.90 |
|
| Ishares Short Trsry Bond Etf Etf (SHV) | 0.0 | $28k | 257.00 | 110.23 |
|
|
| Fs Credit Opp Corp Comm Cef (FSCO) | 0.0 | $26k | +3% | 4.6k | 5.67 |
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| Eli Lilly & Co Stock (LLY) | 0.0 | $23k | 40.00 | 585.52 |
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| Prudential Finl Stock (PRU) | 0.0 | $21k | 206.00 | 103.58 |
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| Avantis U.s. Small Cap Value Etf Etf (AVUV) | 0.0 | $21k | 235.00 | 89.76 |
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| Brk Hthwy Inc Del Cl B Stock (BRK.B) | 0.0 | $21k | 59.00 | 356.66 |
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| Johnson & Johnson Stock (JNJ) | 0.0 | $21k | 133.00 | 156.39 |
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| Ishares Slct Div Etf Etf (DVY) | 0.0 | $19k | +2% | 162.00 | 116.99 |
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| Schwab U.s. Large-cap Etf Etf (SCHX) | 0.0 | $18k | 324.00 | 56.41 |
|
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| Bank Ozk Stock (OZK) | 0.0 | $18k | 357.00 | 49.80 |
|
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| Walmart Stock (WMT) | 0.0 | $17k | +47% | 109.00 | 157.68 |
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| Chevron Corp Stock (CVX) | 0.0 | $15k | 100.00 | 149.79 |
|
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| Home Depot Stock (HD) | 0.0 | $15k | +152% | 43.00 | 347.00 |
|
| Ishares 3-7 Yr Trsy Bond Etf Etf (IEI) | 0.0 | $15k | 124.00 | 116.83 |
|
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| Dominion Energy Stock (D) | 0.0 | $14k | 307.00 | 46.97 |
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| Ishares S&p Tlt Stk Mrk Etf Etf (ITOT) | 0.0 | $14k | 137.00 | 104.96 |
|
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| Disney Walt Stock (DIS) | 0.0 | $14k | 149.00 | 90.29 |
|
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| Prin Pnl Group Stock (PFG) | 0.0 | $13k | 163.00 | 78.44 |
|
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| Spdr Port S&p 500 Grwth Etf Etf (SPYG) | 0.0 | $13k | 193.00 | 64.90 |
|
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| Vanguard St Trsy Etf Etf (VGSH) | 0.0 | $13k | 214.00 | 58.36 |
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| Ft Tcw Opp Fi Etf Etf (FIXD) | 0.0 | $12k | 272.00 | 44.59 |
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| Ishares Rsl Midcap Etf Etf (IWR) | 0.0 | $12k | 153.00 | 77.83 |
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| Ishares U.s. Aero Spc & Def Etf (ITA) | 0.0 | $12k | 92.00 | 126.60 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.0 | $11k | 57.00 | 200.07 |
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| Exxon Mobil Corp Stock (XOM) | 0.0 | $11k | 113.00 | 99.63 |
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| Ft Low Dur Opp Etf Etf (LMBS) | 0.0 | $11k | 224.00 | 48.38 |
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| Valero Energy Corp Stock (VLO) | 0.0 | $11k | 81.00 | 130.58 |
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| Spdr Prt St Trsy Etf Etf (SPTS) | 0.0 | $11k | 363.00 | 29.09 |
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| Digital Rlty Tr Reit (DLR) | 0.0 | $10k | 74.00 | 135.36 |
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| Rtx Corp Stock (RTX) | 0.0 | $9.5k | 113.00 | 83.89 |
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| Vanguard Value Etf Etf (VTV) | 0.0 | $9.3k | 62.00 | 150.05 |
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| Coca Cola Stock (KO) | 0.0 | $8.9k | 150.00 | 59.06 |
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| Schwab U.s. Small-cap Etf Etf (SCHA) | 0.0 | $8.7k | 184.00 | 47.26 |
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| Cisco Sys Stock (CSCO) | 0.0 | $8.5k | NEW | 169.00 | 50.52 |
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| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.0 | $8.1k | NEW | 75.00 | 108.25 |
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| Ishares Core 10 Year Usd Bond Etf Etf (ILTB) | 0.0 | $8.0k | 152.00 | 52.59 |
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| Zimmer Biomet Hlds Stock (ZBH) | 0.0 | $7.8k | 64.00 | 121.72 |
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| Ge Hlth Tech Stock (GEHC) | 0.0 | $7.4k | 96.00 | 77.42 |
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| Parker-hannifin Corp Stock (PH) | 0.0 | $7.2k | +6% | 16.00 | 447.81 |
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| Ishares Convrt Bond Etf Etf (ICVT) | 0.0 | $6.6k | -10% | 84.00 | 78.39 |
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| Philip Morris Intl Stock (PM) | 0.0 | $6.3k | 67.00 | 94.33 |
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| T-mobile Us Stock (TMUS) | 0.0 | $6.3k | 39.00 | 160.33 |
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| Ishares Cmbs Etf Etf (CMBS) | 0.0 | $6.2k | 133.00 | 46.77 |
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| Spdr Prt Mrgt Bckd Bond Etf Etf (SPMB) | 0.0 | $6.1k | 278.00 | 22.04 |
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| Spdr S&p 400 Mid Cap Grwth Etf Etf (MDYG) | 0.0 | $6.0k | 80.00 | 75.60 |
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| Gnrl Mill Stock (GIS) | 0.0 | $5.9k | 91.00 | 65.25 |
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| Ishares Gold Trust Etf (IAU) | 0.0 | $5.9k | 152.00 | 39.03 |
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| Novartis Ag Spnrd Adr (NVS) | 0.0 | $5.9k | 58.00 | 100.97 |
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| Fedex Corp Stock (FDX) | 0.0 | $5.8k | 23.00 | 252.96 |
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| Omnicom Group Stock (OMC) | 0.0 | $5.6k | 65.00 | 86.58 |
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| Fidelity Msci Info Tech Indx Etf Etf (FTEC) | 0.0 | $5.5k | NEW | 38.00 | 143.63 |
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| Spdr S&p 600 Sml Cap Grwth Etf Etf (SLYG) | 0.0 | $5.4k | 65.00 | 83.29 |
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| Kinder Morgan Inc Del Stock (KMI) | 0.0 | $5.3k | 300.00 | 17.67 |
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| Taiwan Semi Ads Adr (TSM) | 0.0 | $5.2k | NEW | 50.00 | 104.00 |
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| Texas Instrs Stock (TXN) | 0.0 | $5.1k | 30.00 | 170.33 |
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| Mcdonalds Corp Stock (MCD) | 0.0 | $5.0k | 17.00 | 293.35 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.0 | $4.9k | 29.00 | 170.10 |
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| Fidelity Blue Chip Grwth Etf Etf (FBCG) | 0.0 | $4.9k | NEW | 148.00 | 33.32 |
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| Vanguard Growth Etf Etf (VUG) | 0.0 | $4.7k | 15.00 | 313.40 |
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| Genuine Parts Stock (GPC) | 0.0 | $4.5k | 33.00 | 137.48 |
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| Broadcom Stock (AVGO) | 0.0 | $4.5k | 4.00 | 1116.25 |
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| Oracle Corp Stock (ORCL) | 0.0 | $4.4k | +2% | 42.00 | 104.33 |
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| Coherent Corp Stock (COHR) | 0.0 | $4.4k | 100.00 | 43.53 |
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| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $4.3k | 12.00 | 361.67 |
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| Advd Micro Devices Stock (AMD) | 0.0 | $4.3k | 29.00 | 147.41 |
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| Integer Hldgs Corp Stock (ITGR) | 0.0 | $4.3k | NEW | 43.00 | 99.07 |
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| Cvs Health Corp Stock (CVS) | 0.0 | $4.2k | 53.00 | 79.55 |
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| Ppg Inds Stock (PPG) | 0.0 | $3.7k | 25.00 | 149.48 |
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| Fidelity Msci Hlth Cr Indx Etf Etf (FHLC) | 0.0 | $3.7k | NEW | 57.00 | 64.68 |
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| Diageo Adr (DEO) | 0.0 | $3.5k | 24.00 | 145.29 |
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| Abbott Labs Stock (ABT) | 0.0 | $3.4k | 31.00 | 111.23 |
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| Ventas Reit (VTR) | 0.0 | $3.4k | 68.00 | 50.09 |
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| Vanguard Large-cap Etf Etf (VV) | 0.0 | $3.3k | NEW | 15.00 | 218.13 |
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| Ishares Ca Muni Bond Etf Etf (CMF) | 0.0 | $3.2k | -95% | 56.00 | 57.95 |
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| Gallagher Arthur J & Co Stock (AJG) | 0.0 | $3.2k | 14.00 | 230.79 |
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| Spdr Dow Jones Reit Etf Etf (RWR) | 0.0 | $3.1k | NEW | 33.00 | 95.33 |
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| Kraft Heinz Stock (KHC) | 0.0 | $3.1k | 85.00 | 36.95 |
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| Colgate Palmolive Stock (CL) | 0.0 | $3.0k | 38.00 | 80.18 |
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| Vanguard Ftse Pacf Etf Etf (VPL) | 0.0 | $3.0k | NEW | 42.00 | 72.02 |
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| Ishares 5-10 Year Inv Corp Etf Etf (IGIB) | 0.0 | $3.0k | NEW | 58.00 | 52.00 |
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| Wt Japan Hdgd Eqty Fund Etf (DXJ) | 0.0 | $3.0k | 34.00 | 88.50 |
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| Ark Fintech Innov Etf Etf (ARKF) | 0.0 | $3.0k | -15% | 108.00 | 27.58 |
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| Lowes Cos Stock (LOW) | 0.0 | $2.9k | 13.00 | 222.54 |
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| Vanguard Smlcp Etf Etf (VB) | 0.0 | $2.9k | 13.00 | 219.69 |
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| Ishares 20 Year Treasury Bond Etf Etf (TLT) | 0.0 | $2.8k | NEW | 28.00 | 98.89 |
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| Berry Corp Stock (BRY) | 0.0 | $2.8k | NEW | 393.00 | 7.03 |
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| Duke Enrgy Corp Stock (DUK) | 0.0 | $2.8k | 28.00 | 98.50 |
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| Vanguard Mdcp Val Etf Etf (VOE) | 0.0 | $2.7k | 18.00 | 147.72 |
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| Tapestry Stock (TPR) | 0.0 | $2.6k | 71.00 | 36.80 |
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| Jacobs Solutions Stock (J) | 0.0 | $2.6k | 20.00 | 130.60 |
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| Ishares 1-5 Year Invt Grade Corp Bond Etf Etf (IGSB) | 0.0 | $2.5k | NEW | 48.00 | 51.27 |
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| Modiv Industrial Inc Com Stk Cl C Reit (MDV) | 0.0 | $2.3k | 154.00 | 14.88 |
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| Lockheed Martin Corp Stock (LMT) | 0.0 | $2.3k | 5.00 | 456.20 |
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| Fidelity Msci Comm Srvc Etf Etf (FCOM) | 0.0 | $2.0k | NEW | 46.00 | 44.54 |
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| Spdr S&p Glbl Ntrl Resrs Etf Etf (GNR) | 0.0 | $1.9k | NEW | 33.00 | 56.64 |
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| Crnvl Corp Ctf Stock (CCL) | 0.0 | $1.9k | 100.00 | 18.54 |
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| Dw Aq Corp Class A Stock (DJT) | 0.0 | $1.8k | 100.00 | 17.50 |
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| Ft Ca Muni High Income Etf Etf (FCAL) | 0.0 | $1.7k | -96% | 35.00 | 49.91 |
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| Altria Group Stock (MO) | 0.0 | $1.7k | +2% | 42.00 | 40.12 |
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| Wabtec Stock (WAB) | 0.0 | $1.5k | NEW | 12.00 | 126.92 |
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| Pfizer Stock (PFE) | 0.0 | $1.5k | 51.00 | 28.92 |
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| Schwab U.s. Reit Etf Etf (SCHH) | 0.0 | $1.4k | 69.00 | 20.68 |
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| Fidelity Msci Fin Indx Etf Etf (FNCL) | 0.0 | $1.3k | NEW | 24.00 | 53.54 |
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| Invesco Qqq Etf (QQQ) | 0.0 | $1.2k | 3.00 | 410.00 |
|
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| Fidelity Msci Comm Disc Indx Etf Etf (FDIS) | 0.0 | $1.2k | NEW | 15.00 | 78.93 |
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| Fidelity Cov Trst Msci Con Stples Indx Etf Etf (FSTA) | 0.0 | $1.1k | NEW | 25.00 | 44.64 |
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| Mdu Res Group Stock (MDU) | 0.0 | $1.0k | 52.00 | 19.75 |
|
|
| Ugi Corp Stock (UGI) | 0.0 | $939.998400 | 38.00 | 24.74 |
|
|
| Knife River Corp Stock (KNF) | 0.0 | $794.000400 | 12.00 | 66.17 |
|
|
| Alcon Ag Ord Stock (ALC) | 0.0 | $781.000000 | 10.00 | 78.10 |
|
|
| Vanguard Ftse Europe Etf Etf (VGK) | 0.0 | $774.000000 | NEW | 12.00 | 64.50 |
|
| Ishares Core Msci Em Etf Etf (IEMG) | 0.0 | $759.000000 | NEW | 15.00 | 50.60 |
|
| Ishares Rssl Top 200 Grwth Etf Etf (IWY) | 0.0 | $534.999900 | 3.00 | 178.33 |
|
|
| Fidelity Msci Enrg Index Etf Etf (FENY) | 0.0 | $507.001000 | NEW | 22.00 | 23.05 |
|
| Vanguard Ftse Emerg Mrkts Etf Etf (VWO) | 0.0 | $492.999600 | NEW | 12.00 | 41.08 |
|
| Invesco Senior Loan Etf Etf (BKLN) | 0.0 | $381.000600 | NEW | 18.00 | 21.17 |
|
| BP Adr (BP) | 0.0 | $341.000000 | 10.00 | 34.10 |
|
|
| Driven Brnds Hldgs Stock (DRVN) | 0.0 | $285.000000 | 20.00 | 14.25 |
|
|
| Kandi Tech Grp Stock (KNDI) | 0.0 | $280.000000 | 100.00 | 2.80 |
|
|
| Amplfy Blk Swn Etf Etf (SWAN) | 0.0 | $262.000000 | NEW | 10.00 | 26.20 |
|
| Armata Pharma Stock (ARMP) | 0.0 | $229.997400 | 71.00 | 3.24 |
|
|
| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 0.0 | $199.000000 | NEW | 2.00 | 99.50 |
|
| Rekor Systems Stock (REKR) | 0.0 | $133.000000 | 40.00 | 3.33 |
|
|
| Ark Genomic Rev Etf Etf (ARKG) | 0.0 | $99.000000 | 3.00 | 33.00 |
|
|
| Iq Merger Arbitrage Etf Etf (MNA) | 0.0 | $93.999900 | 3.00 | 31.33 |
|
|
| Global X Vd Eprts Etf (HERO) | 0.0 | $60.999900 | 3.00 | 20.33 |
|
|
| Agf U.s. Mrkt Nt Fund Etf (BTAL) | 0.0 | $34.000000 | 2.00 | 17.00 |
|
|
| Spdr Prt Intermd Term Crp Bnd Etf Etf (SPIB) | 0.0 | $33.000000 | 1.00 | 33.00 |
|
|
| Spdr Port Tips Etf Etf (SPIP) | 0.0 | $26.000000 | 1.00 | 26.00 |
|
|
| Altimmune Stock (ALT) | 0.0 | $23.000000 | 2.00 | 11.50 |
|
|
| Invesco Ftse Rafi Emrg Mrkts Etf Etf (PXH) | 0.0 | $19.000000 | 1.00 | 19.00 |
|
|
| Oragenics Stock (OGEN) | 0.0 | $6.000000 | 1.00 | 6.00 |
|
|
| Sing Future Tech Stock | 0.0 | $5.000000 | 10.00 | 0.50 |
|
|
| Logicmark Stock (LGMK) | 0.0 | $1.000000 | 1.00 | 1.00 |
|
Past Filings by Team Financial Group
SEC 13F filings are viewable for Team Financial Group going back to 2023
- Team Financial Group 2023 Q4 filed Feb. 14, 2024
- Team Financial Group 2023 Q3 filed Nov. 15, 2023