Team Financial Group

Team Financial Group as of March 31, 2026

Portfolio Holdings for Team Financial Group

Team Financial Group holds 273 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW) 15.6 $34M 392k 87.84
Wisdomtree U.s. Largecap Fund Etf (EPS) 13.9 $31M 451k 68.11
Wisdomtree Floating Rate Treasury Fund Etf (USFR) 9.1 $20M 397k 50.34
Wisdomtree U.s. Multifactor Fund Etf (USMF) 8.2 $18M 366k 49.38
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 6.8 $15M 517k 29.13
Pgim Total Return Bond Etf Etf (PTRB) 6.3 $14M 334k 41.51
Pgim Short Duration Multi-sector Bond Etf Etf (PSDM) 4.6 $10M 201k 50.97
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV) 4.4 $9.8M 103k 94.73
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG) 3.5 $7.6M 226k 33.74
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM) 3.1 $6.9M 75k 92.69
Avantis U.s. Mid Cap Value Etf Etf (AVMV) 3.1 $6.8M 92k 74.18
Pacer Us Cash Cows 100 Etf Etf (COWZ) 3.0 $6.7M 107k 62.56
Avantis U.s. Small Cap Value Etf Etf (AVUV) 2.8 $6.3M 57k 110.47
Avantis U.s. Large Cap Value Etf Etf (AVLV) 2.1 $4.6M 57k 80.61
Wisdomtree Enhanced Commodity Strategy Fund Etf (GCC) 1.4 $3.0M 125k 23.94
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN) 0.9 $2.0M 23k 89.33
Schwab Short-term Us Treasury Etf Etf (SCHO) 0.7 $1.6M 65k 24.27
First Trust Low Duration Opportunities Etf Etf (LMBS) 0.7 $1.5M 30k 49.81
Ishares Core S&p 500 Etf Etf (IVV) 0.4 $945k 1.4k 653.30
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.3 $754k 14k 52.54
Apple Stock (AAPL) 0.3 $690k 2.7k 253.79
Vanguard Short-term Bond Etf Etf (BSV) 0.3 $588k 7.5k 78.41
Pgim Ultra Short Bond Etf Etf (PULS) 0.2 $537k 11k 49.50
Wisdomtree Us Smallcap Quality Dividend Growth Fund Etf (DGRS) 0.2 $530k 10k 52.96
Costco Wholesale Corporation Stock (COST) 0.2 $490k 492.00 995.75
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.2 $487k 3.3k 148.12
Wisdomtree U.s. High Yield Corporate Bond Fund Etf (QHY) 0.2 $452k 9.9k 45.54
Pgim Aaa Clo Etf Etf (PAAA) 0.2 $447k 8.7k 51.18
Wisdomtree U.s. Midcap Fund Etf (EZM) 0.2 $441k 6.6k 67.22
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.2 $417k 3.9k 106.51
Wisdomtree U.s. Total Dividend Fund Etf (DTD) 0.2 $387k 4.5k 86.36
Wisdomtree U.s. Short Term Corporate Bond Fund Etf (QSIG) 0.1 $329k 6.8k 48.52
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY) 0.1 $328k 8.3k 39.43
Avantis U.s. Mid Cap Equity Etf Etf (AVMC) 0.1 $318k 4.4k 72.25
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.1 $307k 3.9k 79.26
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY) 0.1 $307k 7.1k 43.45
Wisdomtree 1-3 Year Laddered Treasury Fund Etf (USSH) 0.1 $306k 6.1k 50.53
Palantir Technologies Inc Cl A Stock (PLTR) 0.1 $293k 2.0k 146.28
Amazon Stock (AMZN) 0.1 $282k 1.4k 208.27
Nvidia Corporation Stock (NVDA) 0.1 $280k 1.6k 174.37
Home Depot Stock (HD) 0.1 $279k 848.00 328.94
Ishares National Muni Bond Etf Etf (MUB) 0.1 $243k 2.3k 106.14
Procter & Gamble Stock (PG) 0.1 $237k 1.6k 144.43
Avantis U.s. Large Cap Equity Etf Etf (AVLC) 0.1 $234k 3.0k 77.54
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.1 $232k 500.00 463.19
Unitedhealth Group Stock (UNH) 0.1 $225k 830.00 270.69
Wisdomtree U.s. Efficient Core Fund Etf (NTSX) 0.1 $224k 4.3k 52.15
First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 0.1 $223k 3.6k 62.68
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.1 $217k 1.1k 191.75
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF) 0.1 $215k 3.7k 58.19
Ishares S&p 500 Value Etf Etf (IVE) 0.1 $204k 966.00 211.09
Microsoft Corp Stock (MSFT) 0.1 $183k 494.00 370.33
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $182k 846.00 215.13
Tesla Stock (TSLA) 0.1 $176k 473.00 371.75
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.1 $171k 2.1k 80.05
Ishares Msci Eafe Value Etf Etf (EFV) 0.1 $170k 2.3k 74.36
Vanguard International High Dividend Yield Etf Etf (VYMI) 0.1 $169k 1.8k 94.24
Wisdomtree Managed Futures Strategy Fund Etf (WTMF) 0.1 $162k 4.1k 39.68
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $160k 1.4k 113.10
Wisdomtree Efficient Gold Plus Equity Strategy Fund Etf (GDE) 0.1 $160k 2.5k 62.90
Wisdomtree U.s. Smallcap Fund Etf (EES) 0.1 $159k 2.7k 58.06
Distillate Us Fundamental Stability & Value Etf Etf (DSTL) 0.1 $158k 2.7k 57.87
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM) 0.1 $153k 3.1k 49.68
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM) 0.1 $147k 1.9k 76.53
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.1 $145k 503.00 287.46
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.1 $142k 1.5k 92.75
Schwab 1-5 Year Corporate Bond Etf Etf (SCHJ) 0.1 $137k 5.5k 24.72
State Street Spdr S&p 500 Etf Etf (SPY) 0.1 $128k 196.00 650.34
Vanguard Total Stock Market Etf Etf (VTI) 0.1 $127k 395.00 321.20
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.1 $126k 2.0k 64.07
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) 0.1 $124k 2.1k 59.22
Avantis U.s Small Cap Equity Etf Etf (AVSC) 0.1 $121k 1.9k 62.30
Ishares Bitcoin Trust Etf Etf (IBIT) 0.1 $120k 3.1k 38.42
Tbg Dividend Focus Etf Etf (TBG) 0.1 $119k 3.4k 34.86
Deere & Co Stock (DE) 0.1 $114k 202.00 564.66
Meta Platforms Inc Cl A Stock (META) 0.1 $112k 196.00 573.38
Jones Lang Lasalle Stock (JLL) 0.0 $98k 322.00 304.32
Spdr Gold Shares Etf (GLD) 0.0 $97k 226.00 430.29
Conocophillips Stock (COP) 0.0 $89k 677.00 131.91
Wisdomtree Efficient Gold Plus Gold Miners Strategy Fund Etf (GDMN) 0.0 $89k 875.00 101.18
International Business Machs Stock (IBM) 0.0 $88k 365.00 242.14
Wisdomtree International Quality Dividend Growth Fund Etf (IQDG) 0.0 $88k 2.2k 40.13
Wisdomtree Japan Hedged Equity Fund Etf (DXJ) 0.0 $88k 555.00 158.57
Jpmorgan Betabuilders Europe Etf Etf (BBEU) 0.0 $88k 1.2k 72.41
Ishares Future Ai & Tech Etf Etf (ARTY) 0.0 $85k 1.8k 46.52
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.0 $85k 352.00 239.95
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $84k 1.2k 69.72
Schwab Fundamental U.s. Large Company Etf Etf (FNDX) 0.0 $83k 3.0k 27.85
Ishares U.s. Thematic Rotation Active Etf Etf (THRO) 0.0 $83k 2.3k 36.21
Allstate Corp Stock (ALL) 0.0 $80k 387.00 207.34
Global X U.s. Preferred Etf Etf (PFFD) 0.0 $80k 4.3k 18.40
Wisdomtree 7-10 Year Laddered Treasury Fund Etf (USIN) 0.0 $79k 1.6k 50.11
Invesco S&p 500 Top 50 Etf Etf (XLG) 0.0 $76k 1.4k 54.54
Ge Aerospace Stock (GE) 0.0 $73k 257.00 283.69
Ishares U.s. Financials Etf Etf (IYF) 0.0 $72k 609.00 117.60
Broadcom Stock (AVGO) 0.0 $69k 222.00 309.32
Merck & Co Stock (MRK) 0.0 $68k 569.00 120.21
Vanguard S&p 500 Etf Etf (VOO) 0.0 $66k 111.00 598.19
Phillips 66 Stock (PSX) 0.0 $65k 355.00 182.41
Walmart Stock (WMT) 0.0 $60k 484.00 124.22
Global X Cybersecurity Etf Etf (BUG) 0.0 $60k 2.4k 25.11
Ishares Russell 1000 Growth Etf Etf (IWF) 0.0 $59k 138.00 426.95
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.0 $59k 122.00 479.20
Global X Robotics & Artificial Intelligence Etf Etf (BOTZ) 0.0 $58k 1.7k 33.22
Rtx Corporation Stock (RTX) 0.0 $56k 291.00 192.71
State Street Spdr S&p Pharmaceuticals Etf Etf (XPH) 0.0 $54k 1.0k 54.09
Avantis Emerging Markets Equity Etf Etf (AVEM) 0.0 $53k 659.00 80.61
Chevron Corporation Stock (CVX) 0.0 $53k 255.00 207.06
State Street Health Care Select Sector Spdr Etf Etf (XLV) 0.0 $53k 359.00 146.71
Invesco S&p 500 Momentum Etf Etf (SPMO) 0.0 $53k 469.00 112.14
Blackrock Enhanced Large Cap C Cef (CII) 0.0 $52k 2.5k 21.02
Ishares U.s. Technology Etf Etf (IYW) 0.0 $51k 282.00 181.67
Ge Vernova Stock (GEV) 0.0 $50k 57.00 872.89
Coherent Corp Stock (COHR) 0.0 $49k 207.00 238.21
Disney Walt Stock (DIS) 0.0 $49k 507.00 96.38
Ishares Russell 3000 Etf Etf (IWV) 0.0 $49k 131.00 370.68
Ishares A.i. Innovation And Tech Active Etf Etf (BAI) 0.0 $49k 1.5k 32.94
Wisdomtree Artificial Intelligence And Innovation Fund Etf (WTAI) 0.0 $47k 1.7k 28.23
Universal Hlth Svcs Inc Cl B Stock (UHS) 0.0 $47k 262.00 179.06
Dave Inc Class A Stock (DAVE) 0.0 $47k 269.00 174.09
Ishares Msci Eafe Growth Etf Etf (EFG) 0.0 $46k 415.00 111.47
Morgan Stanley Stock (MS) 0.0 $45k 276.00 164.57
Starbucks Corp Stock (SBUX) 0.0 $45k 500.00 89.59
Fedex Corp Stock (FDX) 0.0 $44k 124.00 355.52
Rockwell Automation Stock (ROK) 0.0 $44k 123.00 357.67
Jpmorgan Chase & Co Stock (JPM) 0.0 $44k 149.00 294.38
Schwab Fundamental International Equity Etf Etf (FNDF) 0.0 $44k 895.00 48.91
Pepsico Stock (PEP) 0.0 $39k 248.00 155.48
Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 0.0 $38k 975.00 38.86
Vanguard Value Etf Etf (VTV) 0.0 $37k 186.00 196.67
Invesco Qqq Trust Series I Etf (QQQ) 0.0 $34k 60.00 573.67
Vanguard Small Cap Value Etf Etf (VBR) 0.0 $34k 156.00 217.25
Ishares S&p 100 Etf Etf (OEF) 0.0 $34k 106.00 318.09
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.0 $33k 116.00 287.42
Abrdn Physical Platinum Shares Etf Etf (PPLT) 0.0 $31k 175.00 178.23
Medtronic Stock (MDT) 0.0 $31k 357.00 86.68
Dimensional International Core Equity 2 Etf Etf (DFIC) 0.0 $31k 868.00 35.53
Vanguard Growth Etf Etf (VUG) 0.0 $31k 70.00 438.56
Avantis All International Markets Equity Etf Etf (AVNM) 0.0 $31k 400.00 76.25
Ishares Gold Trust Etf (IAU) 0.0 $30k 343.00 88.16
Ishares Core Total Usd Bond Market Etf Etf (IUSB) 0.0 $29k 633.00 46.16
Wisdomtree Stock (WT) 0.0 $29k 2.0k 14.56
Norfolk Southn Corp Stock (NSC) 0.0 $29k 100.00 287.00
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.0 $29k 131.00 217.94
Perpetua Resources Corp Stock (PPTA) 0.0 $28k 1.0k 28.12
Dimensional Us High Profitability Etf Etf (DUHP) 0.0 $27k 744.00 36.76
Ishares Select Dividend Etf Etf (DVY) 0.0 $27k 176.00 151.06
Qualcomm Stock (QCOM) 0.0 $26k 205.00 128.65
Parker-hannifin Corp Stock (PH) 0.0 $26k 29.00 892.34
Schwab U.s. Large-cap Etf Etf (SCHX) 0.0 $26k 999.00 25.64
Floor & Decor Hldgs Inc Cl A Stock (FND) 0.0 $25k 500.00 50.80
Ishares High Yield Muni Active Etf Etf (HIMU) 0.0 $25k 529.00 47.97
Avantis International Equity Etf Etf (AVDE) 0.0 $25k 293.00 84.93
Hartford Multifactor Developed Markets Etf (RODM) 0.0 $24k 605.00 39.39
Carnival Corp Stock (CCL) 0.0 $23k 901.00 25.87
Fs Kkr Cap Corp Cef (FSK) 0.0 $23k 2.3k 10.18
Uber Technologies Stock (UBER) 0.0 $23k 316.00 71.93
Prudential Finl Stock (PRU) 0.0 $22k 229.00 97.88
Expedia Group Stock (EXPE) 0.0 $22k 97.00 230.84
Dimensional International Small Cap Etf Etf (DFIS) 0.0 $22k 649.00 33.67
Dominion Energy Stock (D) 0.0 $21k 342.00 61.85
Exxon Mobil Corp Stock (XOM) 0.0 $21k 121.00 169.73
Capital One Finl Corp Stock (COF) 0.0 $20k 112.00 182.43
3M Stock (MMM) 0.0 $20k 138.00 145.08
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.0 $20k 156.00 128.26
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.0 $20k 140.00 142.84
Jpmorgan Betabuilders U.s. Aggregate Bond Etf Etf (BBAG) 0.0 $20k 430.00 46.16
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 0.0 $18k 136.00 132.52
Amplify Blockchain Technology Etf Etf (BLOK) 0.0 $18k 359.00 49.74
Vanguard Small-cap Etf Etf (VB) 0.0 $18k 68.00 261.93
Bank Ozk Little Rock Ark Stock (OZK) 0.0 $18k 387.00 45.86
Taiwan Semiconductor Manufact Adr (TSM) 0.0 $17k 50.00 337.96
Steel Dynamics Stock (STLD) 0.0 $17k 92.00 180.58
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.0 $17k 210.00 78.77
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.0 $16k 281.00 56.57
Principal Financial Group Stock (PFG) 0.0 $16k 176.00 90.13
Coca Cola Stock (KO) 0.0 $15k 202.00 76.04
Waste Mgmt Inc Del Stock (WM) 0.0 $15k 66.00 229.03
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.0 $15k 104.00 144.79
Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.0 $15k 127.00 118.21
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 0.0 $15k 125.00 118.64
Digital Rlty Tr Reit (DLR) 0.0 $15k 80.00 180.99
Ishares U.s. Insurance Etf Etf (IAK) 0.0 $14k 110.00 128.29
Ishares Msci Intl Quality Factor Etf Etf (IQLT) 0.0 $14k 300.00 46.26
D-wave Quantum Stock (QBTS) 0.0 $13k 917.00 14.43
Jpmorgan Diversified Return U.s. Mid Cap Equity Etf Etf (JPME) 0.0 $13k 115.00 114.88
Global X Defense Tech Etf Etf (SHLD) 0.0 $13k 184.00 70.85
Avantis International Small Cap Value Etf Etf (AVDV) 0.0 $13k 125.00 99.86
Philip Morris Intl Stock (PM) 0.0 $12k 74.00 165.46
F5 Stock (FFIV) 0.0 $12k 42.00 289.33
Vertex Pharmaceuticals Stock (VRTX) 0.0 $12k 27.00 446.56
Kinder Morgan Inc Del Stock (KMI) 0.0 $11k 334.00 33.56
Schwab U.s. Small-cap Etf Etf (SCHA) 0.0 $11k 379.00 29.05
Dimensional International High Profitability Etf Etf (DIHP) 0.0 $11k 330.00 32.22
Johnson & Johnson Stock (JNJ) 0.0 $10k 42.00 244.40
Ishares Silver Trust Etf (SLV) 0.0 $10k 150.00 68.14
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $9.8k 25.00 390.40
Bank Of Amer Corp Stock (BAC) 0.0 $9.5k 195.00 48.70
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA) 0.0 $9.5k 223.00 42.42
Dimensional Emerging Core Equity Market Etf Etf (DFAE) 0.0 $9.3k 276.00 33.86
Schwab Fundamental U.s. Small Company Etf Etf (FNDA) 0.0 $9.3k 288.00 32.43
Novartis Adr (NVS) 0.0 $8.9k 58.00 152.76
Salesforce Stock (CRM) 0.0 $8.5k 45.00 188.67
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 0.0 $8.4k 81.00 103.65
T-mobile Us Stock (TMUS) 0.0 $8.2k 39.00 210.03
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.0 $8.1k 83.00 97.94
Avantis All Equity Markets Etf Etf (AVGE) 0.0 $7.6k 87.00 87.90
Abbvie Stock (ABBV) 0.0 $6.7k 31.00 217.48
Eli Lilly & Co Stock (LLY) 0.0 $6.4k 7.00 919.71
Oracle Corp Stock (ORCL) 0.0 $6.3k 43.00 145.74
Texas Instrs Stock (TXN) 0.0 $6.2k 32.00 194.00
General Dynamics Corp Stock (GD) 0.0 $6.2k 18.00 343.22
Pacer Metaurus Us Large Cap Dividend Multiplier 400 Etf Etf (QDPL) 0.0 $6.0k 151.00 40.01
Ventas Reit (VTR) 0.0 $6.0k 73.00 82.11
Zimmer Biomet Holdings Stock (ZBH) 0.0 $5.9k 65.00 90.89
Advanced Micro Devices Stock (AMD) 0.0 $5.9k 29.00 203.41
Cambria Shareholder Yield Etf Etf (SYLD) 0.0 $5.8k 76.00 75.84
Mcdonalds Corp Stock (MCD) 0.0 $5.5k 18.00 306.22
Invesco Energy Exploration & Production Etf Etf (PXE) 0.0 $5.4k 138.00 39.14
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS) 0.0 $5.3k 89.00 60.10
Omnicom Group Stock (OMC) 0.0 $5.3k 70.00 75.57
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY) 0.0 $5.2k 48.00 108.98
Visa Inc Com Cl A Stock (V) 0.0 $5.2k 17.00 306.71
Goldman Sachs Group Stock (GS) 0.0 $5.2k 6.00 862.50
Ishares Core Msci Eafe Etf Etf (IEFA) 0.0 $5.2k 57.00 90.53
Graniteshares 2x Long Nvda Daily Etf Etf (NVDL) 0.0 $5.1k 70.00 72.57
Bank New York Mellon Corp Stock (BK) 0.0 $5.1k 43.00 117.56
Ishares Flexible Income Active Etf Etf (BINC) 0.0 $4.8k 93.00 51.95
First Trust Managed Municipal Etf Etf (FMB) 0.0 $4.7k 92.00 50.66
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) 0.0 $4.6k 58.00 79.55
Beta Technologies Inc Com Shs Cl A Stock (BETA) 0.0 $4.4k 300.00 14.70
Verizon Communications Stock (VZ) 0.0 $4.2k 83.00 50.20
Duke Energy Corp Stock (DUK) 0.0 $4.0k 31.00 130.39
Diamondback Energy Stock (FANG) 0.0 $3.8k 19.00 197.79
Genuine Parts Stock (GPC) 0.0 $3.7k 35.00 106.03
Novo-nordisk A S Adr (NVO) 0.0 $3.7k 100.00 36.75
Vanguard Mid-cap Value Etf Etf (VOE) 0.0 $3.5k 19.00 186.79
Tapestry Stock (TPR) 0.0 $3.5k 25.00 141.12
Abbott Laboratories Stock (ABT) 0.0 $3.4k 33.00 101.76
Lockheed Martin Corp Stock (LMT) 0.0 $3.3k 5.00 650.00
Gallagher Arthur J & Co Stock (AJG) 0.0 $3.2k 15.00 211.87
Lowes Cos Stock (LOW) 0.0 $3.2k 13.00 244.23
Ishares Mbs Etf Etf (MBB) 0.0 $3.1k 33.00 95.39
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG) 0.0 $3.1k 32.00 96.97
Wabtec Stock (WAB) 0.0 $3.0k 12.00 249.92
Modiv Industrial Inc Com Stk Cl C Reit (MDV) 0.0 $2.6k 182.00 14.35
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $2.5k 12.00 204.33
Ishares Core International Aggregate Bond Etf Etf (IAGG) 0.0 $2.4k 49.00 49.57
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) 0.0 $2.4k 65.00 36.85
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $2.4k 87.00 27.46
Regeneron Pharmaceuticals Stock (REGN) 0.0 $2.3k 3.00 772.67
Proshares Ultrashort Euro Etf (EUO) 0.0 $2.2k 74.00 29.59
Colgate Palmolive Stock (CL) 0.0 $2.1k 25.00 83.64
Ford Mtr Stock (F) 0.0 $2.0k 171.00 11.54
Ishares California Muni Bond Etf Etf (CMF) 0.0 $1.9k 33.00 56.85
First Trust California Municipal High Income Etf Etf (FCAL) 0.0 $1.7k 35.00 48.89
Schwab U.s. Reit Etf Etf (SCHH) 0.0 $1.6k 74.00 21.41
Ugi Corp Stock (UGI) 0.0 $1.6k 43.00 36.40
Mastercard Incorporated Cl A Stock (MA) 0.0 $1.5k 3.00 504.67
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 0.0 $1.2k 26.00 46.96
Fundstrat Granny Shots Us Large Cap Etf Etf (GRNY) 0.0 $1.1k 48.00 23.88
Fox Corp Cl A Stock (FOXA) 0.0 $818.000400 14.00 58.43
Alcon Ag Ord Stock (ALC) 0.0 $754.000000 10.00 75.40
Armata Pharmaceuticals Stock (ARMP) 0.0 $726.997400 71.00 10.24
Affirm Hldgs Inc Com Cl A Stock (AFRM) 0.0 $549.999600 12.00 45.83
BP Adr (BP) 0.0 $512.000500 11.00 46.55
Wisdomtree Bitcoin Fund Etf (BTCW) 0.0 $430.000200 6.00 71.67
Vanguard Total Bond Market Etf Etf (BND) 0.0 $418.000200 6.00 69.67
Kimberly-clark Corp Stock (KMB) 0.0 $386.000000 4.00 96.50
Wisdomtree Equity Premium Income Fund Etf (WTPI) 0.0 $282.999600 9.00 31.44
News Corp New Cl A Stock (NWSA) 0.0 $249.000000 10.00 24.90
Citigroup Stock (C) 0.0 $227.000000 2.00 113.50
Wisdomtree Cloud Computing Fund Etf (WCLD) 0.0 $109.000000 4.00 27.25