Team Financial Group, LLC Portfolio Holdings by Sector
Team Financial Group, LLC
- $173 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DGRW EPS USFR USMF PTRB SCHG WTV COWZ 28 stocks |
$152 Million
98.34% of portfolio
|
  10  
|
  18  
|
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$830,933
0.54% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$452,789
0.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$305,880
0.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$267,884
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$246,387
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$240,303
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$225,009
0.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|