Team Financial Group, LLC New Holdings in Q2 2025

Team Financial Group, LLC

  • $203 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
2K
New
$74.01 - $144.25 $148K - $289K
2K $273M
NVDA
Nvidia Corp

Technology
1.69K
New
$94.31 - $157.99 $160K - $268K
1.69K $268M
MUB
Ishares National Muni Bond ETF

ETFs
2.37K
New
$102.31 - $105.8 $242K - $250K
2.37K $247M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
3.68K
New
$40.73 - $50.06 $150K - $184K
3.68K $184M
QUAL
Ishares Msci Usa Quality Facto

ETFs
945
New
$152.42 - $182.82 $144K - $173K
945 $173M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.95K
New
$65.84 - $80.81 $129K - $158K
1.95K $157M
SFIG
Wisdomtree U.S. Short Term Cor

ETFs
3.17K
New
N/A
3.17K $155M
Wisdomtree 1 3 Year Laddered Treasury Fund
3K
New
N/A
3K $152M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.54K
New
$85.42 - $94.39 $132K - $146K
1.54K $145M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
3.15K
New
$37.51 - $45.52 $118K - $143K
3.15K $143M
META
Meta Platforms, Inc.

Communication Services
190
New
$484.66 - $738.09 $92.1K - $140K
190 $140M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.4K
New
$43.53 - $54.46 $105K - $131K
2.4K $131M
EFV
Msci Eafe Value ETF

ETFs
2.05K
New
$52.4 - $64.65 $107K - $133K
2.05K $130M
IVE
Ishares S&P 500 Value ETF

ETFs
664
New
$168.34 - $195.42 $112K - $130K
664 $130M
TSLA
Tesla, Inc.

Consumer Cyclical
408
New
$221.86 - $362.89 $90.5K - $148K
408 $130M
SPY
Spdr S&P 500 ETF Trust

ETFs
202
New
$496.48 - $617.85 $100K - $125K
202 $125M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.13K
New
$82.96 - $110.1 $93.8K - $125K
1.13K $124M
WTMF
Wisdomtree Tr Managed Futures

ETFs
3.46K
New
$32.91 - $35.38 $114K - $122K
3.46K $122M
ALL
Allstate Corp

Financial Services
606
New
$180.53 - $212.64 $109K - $129K
606 $122M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.49K
New
$57.46 - $75.58 $85.8K - $113K
1.49K $113M
VEA
Vanguard Ftse Developed Market

ETFs
1.92K
New
$45.65 - $57.01 $87.6K - $109K
1.92K $109M
IBM
International Business Machines Corp

Technology
346
New
$221.03 - $294.78 $76.5K - $102K
346 $102M
DE
Deere & CO

Industrials
201
New
$412.99 - $531.48 $83K - $107K
201 $102M
BUG
Global X Fds Cybersecurity ETF

ETFs
2.57K
New
$29.9 - $37.1 $76.7K - $95.2K
2.57K $95.2M
SPMD
Spdr Portfolio

ETFs
1.69K
New
$44.89 - $54.38 $76K - $92K
1.69K $92M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.26K
New
$58.41 - $72.69 $73.4K - $91.3K
1.26K $91.3M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
374
New
$180.84 - $240.32 $67.6K - $89.9K
374 $89.8M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
2.26K
New
$32.02 - $39.74 $72.4K - $89.8K
2.26K $89.6M
GOOGL
Alphabet Inc.

Communication Services
502
New
$144.7 - $178.6 $72.6K - $89.7K
502 $88.4M
JLL
Jones Lang Lasalle Inc

Real Estate
322
New
$204.57 - $256.96 $65.9K - $82.7K
322 $82.4M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
1.21K
New
$55.24 - $68.55 $66.9K - $83K
1.21K $81.7M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
4.15K
New
$18.11 - $18.97 $75.2K - $78.8K
4.15K $78.2M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
680
New
$95.74 - $115.54 $65.1K - $78.6K
680 $77.7M
Wisdomtree 7 10 Year Laddered Treasury Fund
1.53K
New
N/A
1.53K $76.9M
GE
General Electric CO

Industrials
292
New
$166.81 - $257.39 $48.7K - $75.2K
292 $75.1M
IRBO
Ishares Robotics & Artificial

ETFs
1.82K
New
N/A
1.82K $74.5M
FNDX
Schwab Fundamental U S Large C

ETFs
2.96K
New
$20.84 - $24.54 $61.6K - $72.6K
2.96K $72.6M
IYF
Ishares Tr

ETFs
552
New
$99.23 - $120.99 $54.8K - $66.8K
552 $66.8M
AVGO
Broadcom Inc.

Technology
221
New
$146.29 - $275.65 $32.3K - $60.9K
221 $60.9M
COP
Conocophillips

Energy
660
New
$82.66 - $106.1 $54.6K - $70K
660 $59.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
122
New
$483.48 - $539.8 $59K - $65.9K
122 $59.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
138
New
$320.42 - $424.58 $44.2K - $58.6K
138 $58.5M
EFG
Msci Eafe Growth ETF

ETFs
515
New
$89.8 - $112.0 $46.2K - $57.7K
515 $57.6M
Ishares U.S. Thematic Rotation Active ETF
1.6K
New
N/A
1.6K $56.8M
BOTZ
Global X Fds

ETFs
1.73K
New
$24.51 - $32.65 $42.3K - $56.4K
1.73K $56.4M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
200
New
$179.95 - $278.88 $36K - $55.8K
200 $55.7M
IEMG
Ishares Inc

ETFs
904
New
N/A
904 $54.3M
IYW
Ishares Dj Us Tech ETF

ETFs
287
New
$122.57 - $173.27 $35.2K - $49.7K
287 $49.8M
XLV
Select Sector Spdr Fund Health

ETFs
355
New
$128.77 - $144.3 $45.7K - $51.2K
355 $47.8M
Activity Summary
Buys All Purchases 239 New Holdings 213 Increased Positions 26 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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