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
SPYG
Spdr Portfolio

ETFs
83
New
$71.83 - $95.32 $5.96K - $7.91K
83 $7.88M
NVS
Novartis Ag

Healthcare
58
New
$101.96 - $121.01 $5.91K - $7.02K
58 $7.02M
NVO
Novo Nordisk A S

Healthcare
100
New
$58.08 - $81.05 $5.81K - $8.11K
100 $6.9M
VUG
Vanguard Growth ETF

ETFs
15
New
$329.49 - $438.4 $4.94K - $6.58K
15 $6.67M
TXN
Texas Instruments Inc

Technology
31
New
N/A
31 $6.49M
V
Visa Inc.

Financial Services
17
New
$308.27 - $373.31 $5.24K - $6.35K
17 $6.09M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
65
New
$90.21 - $112.66 $5.86K - $7.32K
65 $5.91M
ABBV
Abb Vie Inc.

Healthcare
31
New
$170.16 - $206.27 $5.27K - $6.39K
31 $5.75M
XLY
Select Sector Spdr Consumer Di

ETFs
24
New
$176.34 - $218.59 $4.23K - $5.25K
24 $5.22M
IWM
Ishares Russell 2000 ETF

ETFs
24
New
$174.82 - $215.79 $4.2K - $5.18K
24 $5.21M
GIS
General Mills Inc

Consumer Defensive
96
New
$50.37 - $60.97 $4.84K - $5.85K
96 $4.99M
Graniteshares 2 X Long Nvda Daily ETF
70
New
N/A
70 $4.93M
DGS
Wisdomtree Emerging Markets Sm

ETFs
89
New
$43.34 - $55.24 $3.86K - $4.92K
89 $4.92M
OMC
Omnicom Group Inc.

Communication Services
68
New
$69.22 - $79.77 $4.71K - $5.42K
68 $4.91M
AJG
Arthur J. Gallagher & Co.

Financial Services
15
New
$310.86 - $348.77 $4.66K - $5.23K
15 $4.66M
FMB
First Tr Exchange Traded Fd Ii

ETFs
92
New
$49.12 - $50.93 $4.52K - $4.69K
92 $4.58M
VTR
Ventas, Inc.

Real Estate
72
New
$62.45 - $70.08 $4.5K - $5.05K
72 $4.54M
ABT
Abbott Laboratories

Healthcare
32
New
$123.95 - $138.08 $3.97K - $4.42K
32 $4.39M
GS
Goldman Sachs Group Inc

Financial Services
6
New
$462.22 - $707.75 $2.77K - $4.25K
6 $4.27M
GPC
Genuine Parts CO

Consumer Cyclical
34
New
$105.54 - $129.09 $3.59K - $4.39K
34 $4.16M
AMD
Advanced Micro Devices Inc

Technology
29
New
$78.21 - $143.81 $2.27K - $4.17K
29 $4.12M
BK
Bank Of New York Mellon Corp

Financial Services
42
New
$73.31 - $91.62 $3.08K - $3.85K
42 $3.83M
PXE
Invesco Exchange Traded Fd Tr

ETFs
136
New
$22.69 - $30.2 $3.09K - $4.11K
136 $3.8M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
105
New
$28.33 - $36.72 $2.97K - $3.86K
105 $3.78M
ACN
Accenture PLC

Technology
12
New
$279.23 - $323.21 $3.35K - $3.88K
12 $3.7M
DUK
Duke Energy Corp

Utilities
30
New
$112.46 - $124.05 $3.37K - $3.72K
30 $3.55M
Chime Finl Inc Com Shs Cl A
100
New
N/A
100 $3.45M
VOE
Vanguard Mid Cap Value Index F

ETFs
19
New
$141.87 - $164.49 $2.7K - $3.13K
19 $3.1M
Ishares Flexible Income Active ETF
58
New
N/A
58 $3.08M
MBB
Ishares Tr

ETFs
32
New
$91.41 - $94.22 $2.93K - $3.02K
32 $3.02M
LOW
Lowes Companies Inc

Consumer Cyclical
13
New
$210.83 - $235.28 $2.74K - $3.06K
13 $2.94M
PPG
Ppg Industries Inc

Basic Materials
26
New
$91.66 - $115.04 $2.38K - $2.99K
26 $2.94M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
32
New
$70.44 - $86.87 $2.25K - $2.78K
32 $2.8M
MO
Altria Group, Inc.

Consumer Defensive
47
New
$55.56 - $60.91 $2.61K - $2.86K
47 $2.77M
Jacobs Solutions Inc Com
20
New
N/A
20 $2.68M
FANG
Diamondback Energy, Inc.

Energy
19
New
$119.25 - $161.49 $2.27K - $3.07K
19 $2.61M
DEO
Diageo PLC

Consumer Defensive
25
New
$99.86 - $115.75 $2.5K - $2.89K
25 $2.52M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
12
New
$160.22 - $209.35 $1.92K - $2.51K
12 $2.51M
LMT
Lockheed Martin Corp

Industrials
5
New
$430.82 - $486.45 $2.15K - $2.43K
5 $2.44M
MDV
Modiv Inc.

Real Estate
172
New
$14.06 - $16.82 $2.42K - $2.89K
172 $2.42M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
47
New
$50.09 - $51.09 $2.35K - $2.4K
47 $2.4M
CL
Colgate Palmolive CO

Consumer Defensive
24
New
$87.57 - $96.0 $2.1K - $2.3K
24 $2.19M
CMF
Ishares California Muni Bond E

ETFs
33
New
$54.52 - $56.7 $1.8K - $1.87K
33 $1.84M
DWAC
Digital World Acquisition Corp.

Financial Services
100
New
N/A
100 $1.8M
MA
Mastercard Inc

Financial Services
3
New
$479.92 - $590.74 $1.44K - $1.77K
3 $1.7M
FCAL
First Tr Iii Calif Mun High In

ETFs
35
New
$47.18 - $49.3 $1.65K - $1.73K
35 $1.68M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
3
New
$483.07 - $625.6 $1.45K - $1.88K
3 $1.58M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
72
New
$18.94 - $21.67 $1.36K - $1.56K
72 $1.52M
UGI
Ugi Corp

Utilities
42
New
$30.18 - $36.59 $1.27K - $1.54K
42 $1.52M
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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