Team Financial Group, LLC Incresed Positions in Q3 2025

Team Financial Group, LLC

  • $216 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
41
+ 1.9%
$21.0 - $23.0 $861 - $943
2.2K $50.5M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1
+ 1.04%
$171.01 - $228.24 $171 - $228
97 $20.7M
META
Meta Platforms, Inc.

Communication Services
6
+ 3.16%
$695.21 - $791.73 $4.17K - $4.75K
196 $144M
COP
Conocophillips

Energy
6
+ 0.91%
$91.0 - $98.99 $546 - $594
666 $63M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
61
+ 1.47%
$18.82 - $19.8 $1.15K - $1.21K
4.22K $81.9M
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.61%
$144.19 - $167.33 $144 - $167
165 $27.6M
CVX
Chevron Corp

Energy
2
+ 0.8%
$145.57 - $161.83 $291 - $324
251 $39M
IYF
Ishares Tr

ETFs
1
+ 0.18%
$119.89 - $127.16 $120 - $127
553 $70.1M
SUB
Ishares Short Term National Mu

ETFs
14
+ 0.35%
$106.17 - $107.3 $1.49K - $1.5K
4.03K $431M
VLO
Valero Energy Corp

Energy
1
+ 1.18%
$131.77 - $175.63 $132 - $176
86 $14.6M
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.21%
$94.4 - $104.27 $94.4 - $104
483 $49.8M
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.51%
N/A
199 $43M
PEP
Pepsico Inc

Consumer Defensive
3
+ 1.24%
$133.81 - $152.16 $401 - $456
244 $34.2M
ROK
Rockwell Automation, Inc

Industrials
1
+ 0.83%
$328.67 - $358.52 $329 - $359
122 $42.5M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3
+ 0.3%
$24.46 - $26.5 $73.4 - $79.5
993 $26.2M
DVY
Ishares Tr

ETFs
1
+ 0.58%
$133.88 - $142.57 $134 - $143
172 $24.5M
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.28%
$129.01 - $139.72 $129 - $140
356 $49.6M
D
Dominion Energy, Inc

Utilities
3
+ 0.91%
$56.32 - $62.1 $169 - $186
334 $20.5M
Ishares Flexible Income Active ETF
32
+ 55.17%
N/A
90 $4.8M
OZK
Bank Ozk

Financial Services
3
+ 0.8%
$47.4 - $53.14 $142 - $159
379 $19.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.72%
$135.0 - $146.02 $135 - $146
140 $20.3M
QCOM
Qualcomm Inc

Technology
1
+ 0.49%
$145.84 - $173.55 $146 - $174
205 $34M
Wisdomtree 7 10 Year Laddered Treasury Fund
15
+ 0.98%
N/A
1.54K $78.2M
Yieldmax Cvna Option Income Strategy ETF
44
+ 17.25%
N/A
299 $12.1M
STLD
Steel Dynamics Inc

Basic Materials
1
+ 1.1%
N/A
92 $12.8M
FDX
Fedex Corp

Industrials
1
+ 0.81%
$217.1 - $243.2 $217 - $243
124 $29.1M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1
+ 0.27%
$25.29 - $28.33 $25.3 - $28.3
376 $10.5M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1
+ 0.97%
$131.47 - $143.64 $131 - $144
104 $14.7M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1
+ 0.36%
$52.12 - $55.33 $52.1 - $55.3
278 $15.4M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1
+ 0.75%
$122.57 - $132.57 $123 - $133
135 $17.5M
BAC
Bank Of America Corp

Financial Services
1
+ 0.52%
$44.92 - $52.42 $44.9 - $52.4
193 $9.94M
FNDA
Schwab Fundamental U S Small C

ETFs
1
+ 0.35%
$28.75 - $31.93 $28.8 - $31.9
286 $8.91M
Yieldmax Ultra Option Income Strategy ETF
379
+ 23.69%
N/A
1.98K $10.8M
PFG
Principal Financial Group Inc

Financial Services
2
+ 1.17%
$75.53 - $82.95 $151 - $166
173 $14.3M
OMC
Omnicom Group Inc.

Communication Services
1
+ 1.47%
$70.41 - $81.53 $70.4 - $81.5
69 $5.62M
XOM
Exxon Mobil Corp

Energy
1
+ 0.85%
$105.83 - $117.22 $106 - $117
119 $13.4M
HEFA
Ishares Currency Hedged Msci E

ETFs
4
+ 1.47%
$37.2 - $39.61 $149 - $158
277 $11M
GPC
Genuine Parts CO

Consumer Cyclical
1
+ 2.94%
$122.23 - $142.77 $122 - $143
35 $4.79M
Ishares High Yield Muni Active ETF
6
+ 1.18%
N/A
515 $25.4M
MMM
3 M CO

Industrials
1
+ 0.74%
$144.41 - $160.2 $144 - $160
137 $21.2M
MO
Altria Group, Inc.

Consumer Defensive
1
+ 2.13%
$57.75 - $67.68 $57.8 - $67.7
48 $3.18M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 5.88%
$291.67 - $316.99 $292 - $317
18 $5.33M
PXE
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.74%
$27.41 - $30.45 $27.4 - $30.5
137 $4.01M
MDV
Modiv Inc.

Real Estate
3
+ 1.74%
$14.31 - $15.56 $42.9 - $46.7
175 $2.57M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1
+ 1.27%
$102.4 - $103.88 $102 - $104
80 $8.28M
PFE
Pfizer Inc

Healthcare
1
+ 1.79%
$23.29 - $25.88 $23.3 - $25.9
57 $1.46M
BP
Bp PLC

Energy
1
+ 10.0%
$30.25 - $35.69 $30.3 - $35.7
11 $366K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1
+ 1.39%
$20.76 - $21.78 $20.8 - $21.8
73 $1.57M
KMI
Kinder Morgan, Inc.

Energy
4
+ 1.23%
$26.23 - $28.5 $105 - $114
328 $9.28M
Activity Summary
Buys All Purchases 117 New Holdings 10 Increased Positions 107 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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