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Team Financial Group

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

Central Index Key (CIK): 0001845163

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

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Portfolio Holdings for Team Financial Group

Team Financial Group holds 207 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Wisdomtree U.s. Largecap Fund Wt Us Lrg Cp (EPS)	15.0	$18M	397k	45.75	View chart
Wisdomtree Floating Rate Treasury Fund Wt Us Fl Trs (USFR)	13.8	$17M	332k	50.32	View chart
Wisdomtree Us Quality Dividend Growth Fund Wt Us Qual Div Grth (DGRW)	13.4	$16M	255k	63.49	View chart
Wisdomtree U.s. Multifactor Fund Wt Us Mult Fctr (USMF)	9.7	$12M	306k	38.46	View chart
Pacer Us Cash Cows 100 Etf Us Cash Cows 100 (COWZ)	5.7	$6.9M	14k	494.30	View chart
Pgim Total Return Bond Etf Total Return Bon (PTRB)	5.5	$6.6M	167k	39.73	View chart
Wisdomtree Us Smallcap Quality Dividend Growth Fund Wt Us Sml Cp Qual Div Grwth (DGRS)	5.2	$6.3M	153k	41.19	View chart
Vanguard Short-term Bond Etf VND SH TRM BND (BSV)	4.3	$5.2M	70k	75.17	View chart
Wisdomtree Us Value Fund Of Benef Interest Wt Us Vl Of Bene Int (WTV)	4.3	$5.2M	85k	61.77	View chart
Wisdomtree U.s. Midcap Dividend Fund Wt Mid Cp Div (DON)	3.6	$4.3M	105k	40.96	View chart
Wisdomtree Enhanced Commodity Stgy Wt Comm Etf (GCC)	3.5	$4.2M	234k	18.02	View chart
Pgim Ultra Short Bond Etf Pgim Ultra Sh Bd (PULS)	2.1	$2.6M	52k	49.49	View chart
Pacer Us Large Cap Cash Cows Growth Leaders Etf Us Lrg Cp Cash (COWG)	2.0	$2.5M	115k	21.39	View chart
Spdr Gold Minishares Trust Gld Mini Etf (GLDM)	1.9	$2.3M	62k	36.66	View chart
Wisdomtree U.s. Largecap Dividend Fund Wt Us Lrg Cp Div (DLN)	1.0	$1.3M	20k	61.49	View chart
Schwab U.s. Large-cap Growth Etf Us Lcap Gr Etf (SCHG)	0.8	$987k	14k	72.72	View chart
Wisdomtree U.s. Midcap Fund Wt Mid Cp (EZM)	0.7	$904k	18k	50.74	View chart
Wisdomtree U.s. Total Dividend Fund Wt Us Totl Div (DTD)	0.4	$484k	8.0k	60.17	View chart
Procter & Gamble Company (PG)	0.3	$372k	2.5k	145.87	View chart
Apple (AAPL)	0.3	$359k	2.1k	171.23	View chart
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Wt Yld Enh Us Agg (AGGY)	0.3	$334k	8.0k	41.51	View chart
Wisdomtree Managed Futures Strategy Fund Wt Mngd Fut (WTMF)	0.3	$327k	9.3k	35.21	View chart
Wisdomtree U.s. High Yield Corporate Bond Fund Wt Us Hy Crp Bnd (WFHY)	0.3	$321k	7.4k	43.19	View chart
Wisdomtree U.s. Smallcap Fund Wt Us Sml Cp (EES)	0.3	$310k	7.2k	43.27	View chart
UnitedHealth (UNH)	0.2	$291k	577.00	504.34	View chart
Ishares Short-term National Muni Bond Etf Shrt Nat Mun Etf (SUB)	0.2	$273k	2.7k	102.85	View chart
Vanguard High Dividend Yield Index Etf Vnd Hd Yld Etf (VYM)	0.2	$239k	2.3k	103.33	View chart
Wisdomtree Interest Rate Hedged U.s. Aggregate Bond Fund Wt Inrt Rt Hdg Us Agg (AGZD)	0.2	$224k	10k	22.16	View chart
Global X U.s. Preferred Etf Us Pfd Etf (PFFD)	0.2	$222k	12k	18.81	View chart
Proshares Ultrashort Euro Ultrashrt Euro (EUO)	0.2	$209k	6.7k	31.43	View chart
Wisdomtree Mortgage Plus Bond Fund Wt Mortg Plus Bnd (MTGP)	0.2	$189k	4.5k	41.67	View chart
Ishares National Muni Bond Etf National Mun Etf (MUB)	0.2	$188k	1.8k	102.54	View chart
Ishares Msci Usa Min Vol Factor Etf Msci Usa Min Vol (USMV)	0.1	$169k	2.3k	72.76	View chart
Costco Wholesale Corporation (COST)	0.1	$168k	298.00	564.79	View chart
Wisdomtree Interest Rate Hedged High Yield Bond Fund Wt Inrt Rt Hdg Hy (HYZD)	0.1	$166k	7.9k	21.12	View chart
First Trust Managed Municipal Etf Managd Mun Etf (FMB)	0.1	$160k	3.3k	48.89	View chart
First Trust Nasdaq Oil & Gas Etf Oil Gas Etf (FTXN)	0.1	$159k	5.3k	30.04	View chart
Vanguard International High Dividend Yield Etf Vnd Intl Hd Yld (VYMI)	0.1	$155k	2.5k	61.89	View chart
Wisdomtree International Equity Fund Wt Intl Eq (DWM)	0.1	$153k	3.2k	48.36	View chart
Wisdomtree U.s. Efficient Core Fund Wt Us Eff Cor (NTSX)	0.1	$148k	4.2k	34.96	View chart
Wisdomtree U.s. Short Term Corporate Bond Fund Wt Us Shrt Crp Bnd (SFIG)	0.1	$141k	3.0k	46.52	View chart
Vanguard Short-term Corporate Bond Etf VND SHT TRM CTP BND (VCSH)	0.1	$125k	1.7k	75.15	View chart
Ishares Msci Usa Momentum Factor Etf Msci Usa Mmentm (MTUM)	0.1	$110k	785.00	140.19	View chart
Vanguard Total Bond Market Etf VND TL BND (BND)	0.1	$102k	1.5k	69.78	View chart
Deere & Company (DE)	0.1	$94k	247.00	378.50	View chart
Wisdomtree Yield Enhanced U.s. Short-term Aggregate Bond Fund Wt Yld Enh Us Shrt Term Agg (SHAG)	0.1	$86k	1.9k	46.28	View chart
Wisdomtree U.s. High Dividend Fund Wt Us Hgh Div (DHS)	0.1	$77k	981.00	78.04	View chart
ConocoPhillips (COP)	0.1	$76k	632.00	120.32	View chart
Wisdomtree International Quality Dividend Growth Fund Wt Intrl Qual Eq (IQDG)	0.1	$74k	2.3k	32.02	View chart
BlackRock Enhanced Capital and Income (CII)	0.1	$71k	3.8k	18.65	View chart
Jpmorgan Ultra-short Income Etf Ult Shrt Incm (JPST)	0.1	$66k	1.3k	50.17	View chart
Global X Cybersecurity Etf Cybrscurty Etf (BUG)	0.1	$66k	2.7k	24.29	View chart
Sempra Energy (SRE)	0.1	$66k	957.00	68.62	View chart
Ishares California Muni Bond Etf Calif Mun Bd Etf (CMF)	0.1	$65k	1.2k	54.83	View chart
Microsoft Corporation (MSFT)	0.1	$65k	205.00	315.76	View chart
Wisdomtree Emerging Markets High Dividend Fund Wt Em Hd (DEM)	0.1	$63k	1.7k	37.48	View chart
Wisdomtree Emerging Markets Smallcap Dividend Fund Wt Em Sml Cp Div (DGS)	0.1	$62k	1.3k	46.28	View chart
Spdr Portfolio S&p 600 Small Cap Etf SPDR SMLL CP 600 (SPSM)	0.0	$59k	1.6k	36.90	View chart
Charles Schwab Corporation (SCHW)	0.0	$58k	1.1k	54.90	View chart
Merck & Co (MRK)	0.0	$55k	526.00	103.74	View chart
Schwab Fundamental Us Large Co. Index Etf Schwab Fdt Us Lg (FNDX)	0.0	$54k	969.00	55.98	View chart
Schwab Us Tips Etf Us Tips Etf (SCHP)	0.0	$51k	1.0k	50.49	View chart
International Business Machines (IBM)	0.0	$46k	327.00	140.42	View chart
Jones Lang LaSalle Incorporated (JLL)	0.0	$46k	322.00	141.18	View chart
Wisdomtree Cloud Computing Fund Wt Cld Etf (WCLD)	0.0	$45k	1.5k	29.62	View chart
First Trust California Municipal High Income Etf Calif Mun Incm (FCAL)	0.0	$45k	961.00	47.25	View chart
Floor & Decor Hldgs Inc Cl A Class A Com (FND)	0.0	$45k	500.00	90.50	View chart
Tesla Motors (TSLA)	0.0	$44k	177.00	250.22	View chart
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Wt Em Ex St Ownd (XSOE)	0.0	$43k	1.6k	26.67	View chart
Alphabet Inc Cap Stk Cl A Class A (GOOGL)	0.0	$39k	300.00	130.86	View chart
Phillips 66 (PSX)	0.0	$39k	326.00	120.19	View chart
Pepsi (PEP)	0.0	$39k	227.00	170.83	View chart
Spdr Gold Shares GLD SHRS (GLD)	0.0	$39k	226.00	171.45	View chart
Schwab Fundamental Us Small Co. Index Etf Schwab Fdt Us Sc (FNDA)	0.0	$38k	787.00	48.50	View chart
Wisdomtree Putwrite Strategy Fund Wt Put Wrt (PUTW)	0.0	$37k	1.2k	30.72	View chart
Schwab Fundamental International Large Co. Index Etf Schwb Fdt Int Lg (FNDF)	0.0	$34k	1.1k	31.67	View chart
NVIDIA Corporation (NVDA)	0.0	$34k	78.00	435.35	View chart
Universal Hlth Svcs Inc Cl B CL B (UHS)	0.0	$33k	259.00	125.88	View chart
General Electric (GE)	0.0	$32k	290.00	110.63	View chart
Vanguard Total International Stock Etf Vnd Tl Intl Stk (VXUS)	0.0	$31k	582.00	53.54	View chart
Meta Platforms Inc Cl A Cl A (META)	0.0	$30k	100.00	300.21	View chart
Vanguard Dividend Appreciation Etf Vnd Div App Etf (VIG)	0.0	$30k	192.00	156.08	View chart
Medtronic SHS (MDT)	0.0	$28k	357.00	79.08	View chart
Ishares Short Treasury Bond Etf Short Treas Bd (SHV)	0.0	$28k	253.00	110.38	View chart
Spdr Portfolio S&p 500 Value Etf SPDR VL 500 (SPYV)	0.0	$26k	64.00	412.50	View chart
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)	0.0	$26k	60.00	428.32	View chart
Boeing Company (BA)	0.0	$24k	127.00	191.69	View chart
Ishares Msci Eafe Min Vol Factor Etf Msci Eafe Min Vl (EFAV)	0.0	$24k	373.00	65.22	View chart
Fs Global Cr Opportunitie Fda (FSCO)	0.0	$24k	4.5k	5.42	View chart
Eli Lilly & Co. (LLY)	0.0	$22k	40.00	538.50	View chart
Berkshire Hathaway Inc Del Cl B Class B (BRK.B)	0.0	$21k	59.00	350.31	View chart
InvenTrust Properties Corp (IVT)	0.0	$21k	860.00	24.02	View chart
Johnson & Johnson (JNJ)	0.0	$21k	132.00	155.41	View chart
Prudential Financial (PRU)	0.0	$19k	203.00	95.03	View chart
Avantis U.s. Small Cap Value Etf Us Smk Cp Valu (AVUV)	0.0	$18k	234.00	77.87	View chart
Ishares Select Dividend Etf Select Divid Etf (DVY)	0.0	$17k	158.00	107.54	View chart
Chevron Corporation (CVX)	0.0	$17k	99.00	169.26	View chart
Target Corporation (TGT)	0.0	$17k	150.00	110.57	View chart
Schwab U.s. Large-cap Etf Us Lrg Cap Etf (SCHX)	0.0	$16k	323.00	50.56	View chart
Vanguard Ftse Developed Markets Etf Vnd Ftse Dv (VEA)	0.0	$16k	372.00	43.75	View chart
Amazon (AMZN)	0.0	$15k	120.00	127.12	View chart
Ishares 3-7 Year Treasury Bond Etf 3 7 Yr Treas Bd (IEI)	0.0	$14k	123.00	112.72	View chart
Dominion Resources (D)	0.0	$14k	303.00	44.61	View chart
Exxon Mobil Corporation (XOM)	0.0	$13k	112.00	117.36	View chart
Bank Ozk (OZK)	0.0	$13k	353.00	37.09	View chart
Ishares Core S&p Total U.s. Stock Market Etf Core S&p Ttl Stk (ITOT)	0.0	$13k	135.00	94.92	View chart
Vanguard Short-term Treasury Etf Vnd Sht Trs Etf (VGSH)	0.0	$12k	211.00	57.70	View chart
Walt Disney Company (DIS)	0.0	$12k	149.00	81.05	View chart
Wal-Mart Stores (WMT)	0.0	$12k	74.00	159.99	View chart
Principal Financial (PFG)	0.0	$12k	160.00	71.92	View chart
Valero Energy Corporation (VLO)	0.0	$11k	81.00	141.26	View chart
Spdr Portfolio S&p 500 Growth Etf SPDR GR 500 (SPYG)	0.0	$11k	192.00	59.26	View chart
First Trust Tcw Opportunistic Fixed Income Etf Opp Fixed Incm (FIXD)	0.0	$11k	269.00	42.01	View chart
Ishares Russell Midcap Etf Rus Mid Cap Etf (IWR)	0.0	$11k	152.00	69.49	View chart
First Trust Low Duration Opportunities Etf Fst Low Oppt Eft (LMBS)	0.0	$11k	221.00	47.34	View chart
Spdr Portfolio Short Term Treasury Etf Spdr Short Trm Tr (SPTS)	0.0	$10k	358.00	28.76	View chart
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)	0.0	$10k	56.00	178.66	View chart
Ishares U.s. Aerospace & Defense Etf Us Aer Def Etf (ITA)	0.0	$9.8k	92.00	106.20	View chart
Digital Realty Trust (DLR)	0.0	$8.9k	74.00	120.51	View chart
Vanguard Value Etf Vnd Vl Etf (VTV)	0.0	$8.5k	62.00	137.50	View chart
Coca-Cola Company (KO)	0.0	$8.3k	148.00	56.42	View chart
Raytheon Technologies Corp (RTX)	0.0	$8.1k	112.00	71.88	View chart
Schwab U.s. Small-cap Etf Us Smll Cp (SCHA)	0.0	$7.6k	183.00	41.45	View chart
Zimmer Holdings (ZBH)	0.0	$7.2k	64.00	112.23	View chart
Ishares Core 10 Year Usd Bond Etf Core Lt Usdb Etf (ILTB)	0.0	$7.1k	150.00	47.13	View chart
Ishares Convertible Bond Etf Conv Bd Etf (ICVT)	0.0	$7.0k	94.00	74.31	View chart
Ge Healthcare Technologies I (GEHC)	0.0	$6.5k	96.00	68.10	View chart
Vpc Impact Acqu Holdi Iii In	0.0	$6.2k	1.0k	6.20	View chart
Philip Morris International (PM)	0.0	$6.2k	66.00	94.23	View chart
FedEx Corporation (FDX)	0.0	$6.1k	23.00	264.96	View chart
Parker-Hannifin Corporation (PH)	0.0	$6.0k	15.00	402.53	View chart
Ishares Cmbs Etf Cmbs Etf (CMBS)	0.0	$5.9k	132.00	44.88	View chart
Novartis Sponsored Adr (NVS)	0.0	$5.9k	58.00	101.86	View chart
General Mills (GIS)	0.0	$5.8k	90.00	64.24	View chart
Spdr Portfolio Mortgage Backed Bond Etf Spdr Mortg Back Bond (SPMB)	0.0	$5.7k	274.00	20.83	View chart
Abbvie (ABBV)	0.0	$5.7k	38.00	149.05	View chart
Spdr S&p 400 Mid Cap Growth Etf Spdr Mid Cp 400 (MDYG)	0.0	$5.5k	80.00	68.83	View chart
Metropcs Communications (TMUS)	0.0	$5.5k	39.00	140.05	View chart
Ishares Gold Trust Ishares New (IAU)	0.0	$5.3k	152.00	34.99	View chart
Bristol Myers Squibb (BMY)	0.0	$5.2k	90.00	58.04	View chart
Home Depot (HD)	0.0	$5.1k	17.00	298.65	View chart
Kinder Morgan (KMI)	0.0	$4.9k	295.00	16.61	View chart
Omni (OMC)	0.0	$4.8k	64.00	75.73	View chart
Genuine Parts Company (GPC)	0.0	$4.7k	33.00	143.33	View chart
Spdr S&p 600 Small Cap Growth Etf SPDR SMLL CP 600 GR (SLYG)	0.0	$4.7k	65.00	72.75	View chart
Texas Instruments Incorporated (TXN)	0.0	$4.7k	30.00	157.57	View chart
McDonald's Corporation (MCD)	0.0	$4.4k	17.00	259.18	View chart
Oracle Corporation (ORCL)	0.0	$4.4k	41.00	106.98	View chart
JPMorgan Chase & Co. (JPM)	0.0	$4.2k	29.00	143.97	View chart
Vanguard Growth Etf Vnd Gr Etf (VUG)	0.0	$4.1k	15.00	274.00	View chart
Accenture Plc Ireland Shs Class A Shs Class A (ACN)	0.0	$3.8k	12.00	316.50	View chart
CVS Caremark Corporation (CVS)	0.0	$3.7k	53.00	69.75	View chart
Diageo Sponsored Adr (DEO)	0.0	$3.6k	24.00	151.21	View chart
Wisdomtree Growth Leaders Fund WT GRWTH LDRS (PLAT)	0.0	$3.6k	115.00	31.10	View chart
Broadcom (AVGO)	0.0	$3.3k	4.00	830.75	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$3.3k	14.00	233.43	View chart
Coherent Corp (COHR)	0.0	$3.3k	100.00	32.64	View chart
PPG Industries (PPG)	0.0	$3.2k	25.00	129.20	View chart
Unity Software (U)	0.0	$3.1k	100.00	31.39	View chart
Abbott Laboratories (ABT)	0.0	$3.0k	31.00	97.35	View chart
Advanced Micro Devices (AMD)	0.0	$3.0k	29.00	102.83	View chart
Wisdomtree Japan Hedged Equity Fund Wt Jp Hegd Eq (DXJ)	0.0	$3.0k	34.00	87.18	View chart
Kraft Heinz (KHC)	0.0	$2.9k	85.00	34.02	View chart
Ventas (VTR)	0.0	$2.9k	68.00	42.35	View chart
Jacobs Engineering Group (J)	0.0	$2.7k	20.00	137.10	View chart
Colgate-Palmolive Company (CL)	0.0	$2.7k	38.00	71.11	View chart
Lowe's Companies (LOW)	0.0	$2.7k	13.00	207.85	View chart
Dow (DOW)	0.0	$2.6k	51.00	51.57	View chart
Anthem (ELV)	0.0	$2.6k	6.00	435.50	View chart
Dick's Sporting Goods (DKS)	0.0	$2.6k	24.00	108.58	View chart
Wells Fargo & Company (WFC)	0.0	$2.5k	62.00	40.87	View chart
Modiv Industrial Inc Com Stk Cl C CL C (MDV)	0.0	$2.5k	151.00	16.77	View chart
Vanguard Small-cap Etf Vnd Smll Cp Etf (VB)	0.0	$2.5k	13.00	193.77	View chart
Lamb Weston Hldgs (LW)	0.0	$2.5k	27.00	92.48	View chart
Duke Energy (DUK)	0.0	$2.5k	28.00	88.68	View chart
Ark Fintech Innovation Etf Fintech Innova (ARKF)	0.0	$2.5k	128.00	19.37	View chart
Vanguard Mid-cap Value Etf Vnd Mid Cp Vl (VOE)	0.0	$2.4k	18.00	132.44	View chart
Nextera Energy (NEE)	0.0	$2.2k	39.00	57.31	View chart
Lockheed Martin Corporation (LMT)	0.0	$2.1k	5.00	411.60	View chart
Tapestry (TPR)	0.0	$2.0k	70.00	28.89	View chart
Altria (MO)	0.0	$1.8k	41.00	42.83	View chart
Pfizer (PFE)	0.0	$1.7k	51.00	32.86	View chart
Digital World Acquisition Corp Class A Class A Com (DWAC)	0.0	$1.6k	100.00	16.42	View chart
Carnival Corporation (CCL)	0.0	$1.4k	100.00	13.72	View chart
Schwab U.s. Reit Etf Us Reit Etf (SCHH)	0.0	$1.2k	68.00	17.79	View chart
Invesco Qqq Trust Series I Qqq Etf (QQQ)	0.0	$1.1k	3.00	359.00	View chart
MDU Resources (MDU)	0.0	$1.0k	52.00	19.54	View chart
UGI Corporation (UGI)	0.0	$878.001400	38.00	23.11	View chart
Alcon (ALC)	0.0	$771.000000	10.00	77.10	View chart
Knife River Corp (KNF)	0.0	$585.999600	12.00	48.83	View chart
Ishares Russell Top 200 Growth Etf Rus Tp200 Gr Etf (IWY)	0.0	$468.999900	3.00	156.33	View chart
BP Sponsored Adr (BP)	0.0	$369.000000	10.00	36.90	View chart
Kandi Technolgies (KNDI)	0.0	$346.000000	100.00	3.46	View chart
Driven Brands Hldgs (DRVN)	0.0	$252.000000	20.00	12.60	View chart
Armata Pharmaceuticals (ARMP)	0.0	$213.000000	71.00	3.00	View chart
Rekor Systems (REKR)	0.0	$113.000000	40.00	2.83	View chart
Iq Merger Arbitrage Etf Mrg Arb Etf (MNA)	0.0	$95.000100	3.00	31.67	View chart
Ark Genomic Revolution Etf Genomic Rev Etf (ARKG)	0.0	$84.999900	3.00	28.33	View chart
Global X Video Games & Esports Etf Vdeo Gam Esprt (HERO)	0.0	$57.000000	3.00	19.00	View chart
Agf U.s. Market Neutral Anti-beta Fund Us Market Netrl (BTAL)	0.0	$40.000000	2.00	20.00	View chart
Spdr Portfolio Intermediate Term Corporate Bond Etf Spdr Intr Ter Corp (SPIB)	0.0	$32.000000	1.00	32.00	View chart
Spdr Portfolio Tips Etf Spdr Tips (SPIP)	0.0	$25.000000	1.00	25.00	View chart
Invesco Ftse Rafi Emerging Markets Etf Emrg Mrkt Etf (PXH)	0.0	$18.000000	1.00	18.00	View chart
Sino Global Shipping Amer Lt	0.0	$6.000000	10.00	0.60	View chart
Altimmune (ALT)	0.0	$5.000000	2.00	2.50	View chart
Oragenics (OGEN)	0.0	$3.000000	1.00	3.00	View chart
Logicmark (LGMK)	0.0	$2.000000	1.00	2.00	View chart

Past Filings by Team Financial Group

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

Team Financial Group 2023 Q3 filed Nov. 15, 2023

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