Team Financial Group, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $173 Billion distributed in 39 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 $28.2B, Wisdomtree U.S. Largecap Fund with a value of $25.3B, Wisdomtree Floating Rate Treas with a value of $21.4B, Wisdomtree Tr Us Multifactor F with a value of $18.6B, and Pgim ETF Tr Total Return Bd Et with a value of $11.3B.
Examining the 13F form we can see an decrease of $1.1B in the current position value, from $174B to 173B.
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.
