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
ITOT
Ishares Core S&P Total U.S. St

ETFs
139
New
$108.12 - $135.04 $15K - $18.8K
139 $18.8M
D
Dominion Energy, Inc

Utilities
331
New
$49.66 - $58.0 $16.4K - $19.2K
331 $18.7M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
401
New
$45.12 - $46.23 $18.1K - $18.5K
401 $18.6M
Coherent Corp Com
207
New
N/A
207 $18.5M
OZK
Bank Ozk

Financial Services
376
New
$37.58 - $47.34 $14.1K - $17.8K
376 $17.7M
ITA
Ishares Tr

ETFs
92
New
$135.31 - $188.64 $12.4K - $17.4K
92 $17.4M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
266
New
$50.08 - $63.14 $13.3K - $16.8K
266 $16.8M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
134
New
$103.88 - $123.68 $13.9K - $16.6K
134 $16.6M
KO
Coca Cola CO

Consumer Defensive
230
New
$68.37 - $73.9 $15.7K - $17K
230 $16.3M
EXPE
Expedia Group, Inc.

Consumer Cyclical
96
New
$136.63 - $176.62 $13.1K - $17K
96 $16.3M
WM
Waste Management Inc

Industrials
65
New
$216.47 - $242.1 $14.1K - $15.7K
65 $14.9M
Ishares A.I. Innovation And Tech Active ETF
512
New
N/A
512 $14.8M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
277
New
$45.11 - $52.34 $12.5K - $14.5K
277 $14.5M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
103
New
$108.87 - $133.04 $11.2K - $13.7K
103 $13.8M
DLR
Digital Realty Trust, Inc.

Real Estate
79
New
$136.11 - $177.69 $10.8K - $14K
79 $13.7M
PFG
Principal Financial Group Inc

Financial Services
171
New
$69.56 - $86.19 $11.9K - $14.7K
171 $13.6M
AVEM
American Centy ETF Tr Avantis

ETFs
196
New
$53.08 - $68.54 $10.4K - $13.4K
196 $13.4M
QBTS
D Wave Quantum Inc.

Technology
917
New
$6.22 - $19.04 $5.7K - $17.5K
917 $13.4M
PM
Philip Morris International Inc.

Consumer Defensive
72
New
$149.23 - $184.95 $10.7K - $13.3K
72 $13.1M
IQLT
Ishares Msci Intl Quality Fact

ETFs
297
New
$35.9 - $43.76 $10.7K - $13K
297 $12.8M
XOM
Exxon Mobil Corp

Energy
118
New
$99.93 - $119.04 $11.8K - $14K
118 $12.7M
CRWD
Crowd Strike Holdings, Inc.

Technology
25
New
$321.63 - $509.31 $8.04K - $12.7K
25 $12.7M
GLD
Spdr Gold Trust

ETFs
41
New
$273.71 - $316.29 $11.2K - $13K
41 $12.5M
FFIV
F5, Inc.

Technology
42
New
$239.25 - $295.9 $10K - $12.4K
42 $12.4M
IJS
Ishares S&P Smallcap 600 Value

ETFs
124
New
$83.54 - $100.04 $10.4K - $12.4K
124 $12.3M
PPTA
Perpetua Resources Corp.

Basic Materials
1K
New
$8.98 - $17.13 $8.98K - $17.1K
1K $12.1M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
27
New
$421.16 - $509.5 $11.4K - $13.8K
27 $12M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
114
New
$89.28 - $103.8 $10.2K - $11.8K
114 $11.8M
STLD
Steel Dynamics Inc

Basic Materials
91
New
N/A
91 $11.7M
VLO
Valero Energy Corp

Energy
85
New
$104.69 - $141.77 $8.9K - $12.1K
85 $11.5M
VTV
Vanguard Value ETF

ETFs
64
New
$153.67 - $176.74 $9.83K - $11.3K
64 $11.3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
50
New
$141.37 - $228.57 $7.07K - $11.4K
50 $11.3M
Yieldmax Cvna Option Income Strategy ETF
255
New
N/A
255 $10.8M
Yieldmax Mstr Option Income Strategy ETF
487
New
N/A
487 $10.8M
Yieldmax Tsla Option Income Strategy ETF
1.28K
New
N/A
1.28K $10.5M
HEFA
Ishares Currency Hedged Msci E

ETFs
273
New
$32.11 - $38.21 $8.77K - $10.4K
273 $10.4M
Yieldmax Ultra Option Income Strategy ETF
1.6K
New
N/A
1.6K $10.1M
AVDV
American Centy ETF Tr Avantis

ETFs
125
New
$61.76 - $79.32 $7.72K - $9.92K
125 $9.91M
DIHP
Dimensional ETF Tr Dimensional

ETFs
330
New
$24.32 - $29.74 $8.03K - $9.81K
330 $9.73M
Yieldmax Pltr Option Income Strategy ETF
149
New
N/A
149 $9.58M
KMI
Kinder Morgan, Inc.

Energy
324
New
$25.21 - $29.4 $8.17K - $9.53K
324 $9.53M
SCHA
Schwab Strategic Tr Us Small C

ETFs
375
New
$20.42 - $25.3 $7.66K - $9.49K
375 $9.49M
TMUS
T Mobile Us, Inc.

Communication Services
39
New
$220.99 - $268.54 $8.62K - $10.5K
39 $9.29M
ORCL
Oracle Corp

Technology
42
New
$122.82 - $218.63 $5.16K - $9.18K
42 $9.25M
BAC
Bank Of America Corp

Financial Services
192
New
$34.39 - $47.46 $6.6K - $9.11K
192 $9.07M
TPR
Tapestry, Inc.

Consumer Cyclical
99
New
$60.6 - $87.81 $6K - $8.69K
99 $8.67M
FNDA
Schwab Fundamental U S Small C

ETFs
285
New
$23.85 - $28.69 $6.8K - $8.18K
285 $8.17M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
79
New
$102.02 - $103.5 $8.06K - $8.18K
79 $8.15M
DFAE
Dimensional ETF Tr

ETFs
276
New
$22.87 - $28.95 $6.31K - $7.99K
276 $7.99M
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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