Team Financial Group, LLC Portfolio Holdings

Team Financial Group, LLC

  • $174 Billion
  • Q4 2024

Team Financial Group, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $174 Billion distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Us Quality Divid with a value of $28.4B, Wisdomtree U.S. Largecap Fund with a value of $26.5B, Wisdomtree Floating Rate Treas with a value of $21.3B, Wisdomtree Tr Us Multifactor F with a value of $18.8B, and Schwab Strategic Tr Us Large C with a value of $11.1B.

Examining the 13F form we can see an increase of $6.24B in the current position value, from $168B to 174B.

Team Financial Group, LLC is based out at Temecula, CA

Below you can find more details about Team Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $174 Billion
ETFs: $158 Billion
Technology: $879 Million
Consumer Defensive: $608 Million
Healthcare: $256 Million
Consumer Cyclical: $249 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.82T
$879 Million 0.5% of portfolio
3,511
Q4 2024 Added 0.11%
$433B
$318 Million 0.18% of portfolio
347
Q3 2024 Added 0.87%
$397B
$290 Million 0.17% of portfolio
1,727
Q4 2024 Reduced 33.86%
$510B
$256 Million 0.15% of portfolio
506
Q4 2024 Added 0.2%
$2.39T
$249 Million 0.14% of portfolio
1,137
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $174 Billion
  • Prior Value $168 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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