Team Financial Group, LLC Portfolio Holdings by Sector
Team Financial Group, LLC
- $174 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DGRW EPS USFR USMF SCHG PTRB WTV COWZ 29 stocks |
$158 Million
98.75% of portfolio
|
  19  
|
  10  
|
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$879,245
0.55% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$318,270
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$289,530
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$255,791
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$249,446
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|