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
CCL
Carnival Corp

Consumer Cyclical
1.7K
New
$16.43 - $28.12 $27.9K - $47.8K
1.7K $47.8M
UHS
Universal Health Services Inc

Healthcare
261
New
$157.05 - $197.94 $41K - $51.7K
261 $47.3M
WMT
Walmart Inc.

Consumer Defensive
482
New
$81.79 - $99.98 $39.4K - $48.2K
482 $47.1M
FSK
Fs Kkr Capital Corp

Financial Services
2.26K
New
$17.95 - $21.5 $40.6K - $48.6K
2.26K $46.9M
CRM
Salesforce, Inc.

Technology
170
New
$236.26 - $291.15 $40.2K - $49.5K
170 $46.4M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
2.15K
New
$16.5 - $21.35 $35.5K - $46K
2.15K $46M
IWV
Ishares Russell 3000 ETF

ETFs
131
New
$281.67 - $351.0 $36.9K - $46K
131 $46M
SBUX
Starbucks Corp

Consumer Cyclical
500
New
$79.69 - $99.41 $39.8K - $49.7K
500 $45.8M
FNDF
Schwab Fundamental Intl Large

ETFs
1.12K
New
$32.25 - $40.02 $36.2K - $44.9K
1.12K $44.9M
MRK
Merck & Co., Inc.

Healthcare
554
New
$73.47 - $87.12 $40.7K - $48.3K
554 $43.8M
VIG
Vanguard Dividend Appreciation

ETFs
198
New
N/A
198 $40.6M
ROK
Rockwell Automation, Inc

Industrials
121
New
$218.97 - $332.17 $26.5K - $40.2K
121 $40.3M
Ishares Bitcoin Trust ETF
637
New
N/A
637 $39M
MS
Morgan Stanley

Financial Services
276
New
$99.83 - $140.86 $27.6K - $38.9K
276 $38.9M
Ge Vernova Inc Com
72
New
N/A
72 $38.1M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
500
New
$67.02 - $83.8 $33.5K - $41.9K
500 $38M
LLY
Eli Lilly & CO

Healthcare
48
New
$713.71 - $898.95 $34.3K - $43.1K
48 $37.1M
CVX
Chevron Corp

Energy
249
New
$133.73 - $168.51 $33.3K - $42K
249 $35.7M
JPM
Jpmorgan Chase & CO

Financial Services
121
New
$210.28 - $289.91 $25.4K - $35.1K
121 $35.1M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
975
New
$29.12 - $35.84 $28.4K - $34.9K
975 $34.9M
XLG
Invesco Exchange Traded Fd Tr

ETFs
663
New
$40.94 - $52.1 $27.1K - $34.5K
663 $34.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
59
New
$416.06 - $551.64 $24.5K - $32.5K
59 $32.7M
QCOM
Qualcomm Inc

Technology
204
New
$124.66 - $159.48 $25.4K - $32.5K
204 $32.6M
PEP
Pepsico Inc

Consumer Defensive
241
New
$128.02 - $151.37 $30.9K - $36.5K
241 $31.8M
MDT
Medtronic PLC

Healthcare
357
New
$80.68 - $88.86 $28.8K - $31.7K
357 $31.1M
IAU
Ishares Gold Trust

ETFs
495
New
$56.1 - $64.74 $27.8K - $32K
495 $30.9M
VBR
Vanguard Small Cap Value ETF

ETFs
156
New
$162.76 - $195.77 $25.4K - $30.5K
156 $30.4M
OEF
Ishares S&P 100 ETF

ETFs
98
New
N/A
98 $29.9M
UBER
Uber Technologies, Inc

Technology
316
New
$64.62 - $93.3 $20.4K - $29.5K
316 $29.5M
HD
Home Depot, Inc.

Consumer Cyclical
79
New
$335.24 - $380.78 $26.5K - $30.1K
79 $29.1M
FDX
Fedex Corp

Industrials
123
New
$198.07 - $245.17 $24.4K - $30.2K
123 $28M
DFIC
Dimensional ETF Tr Dimensional

ETFs
868
New
$24.94 - $31.15 $21.6K - $27K
868 $27M
DUHP
Dimensional ETF Tr Dimensional

ETFs
744
New
$29.36 - $35.56 $21.8K - $26.5K
744 $26.5M
NSC
Norfolk Southern Corp

Industrials
100
New
$206.34 - $257.46 $20.6K - $25.7K
100 $25.6M
Ishares High Yield Muni Active ETF
509
New
N/A
509 $24.8M
SCHX
Schwab Strategic Tr Us Large C

ETFs
990
New
$19.6 - $24.44 $19.4K - $24.2K
990 $24.2M
RTX
Raytheon Technologies Corp

Industrials
164
New
$113.75 - $148.48 $18.7K - $24.4K
164 $24M
COF
Capital One Financial Corp

Financial Services
112
New
$150.57 - $212.76 $16.9K - $23.8K
112 $23.8M
PRU
Prudential Financial Inc

Financial Services
221
New
$95.12 - $112.71 $21K - $24.9K
221 $23.7M
DVY
Ishares Tr

ETFs
171
New
$118.37 - $134.86 $20.2K - $23.1K
171 $22.7M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
200
New
$82.32 - $112.47 $16.5K - $22.5K
200 $22.5M
IWP
Ishares Russell Mid Cap Growth

ETFs
156
New
$104.34 - $138.68 $16.3K - $21.6K
156 $21.6M
JNJ
Johnson & Johnson

Healthcare
139
New
$146.36 - $159.82 $20.3K - $22.2K
139 $21.2M
MMM
3 M CO

Industrials
136
New
$126.09 - $154.15 $17.1K - $21K
136 $20.7M
GOOG
Alphabet Inc.

Communication Services
116
New
$146.58 - $180.01 $17K - $20.9K
116 $20.6M
RODM
Hartford Multifactor Developed

ETFs
596
New
$28.23 - $34.22 $16.8K - $20.4K
596 $20.3M
PH
Parker Hannifin Corp

Industrials
29
New
$517.23 - $700.54 $15K - $20.3K
29 $20.1M
DFIS
Dimensional ETF Tr Dimensional

ETFs
649
New
$23.2 - $29.84 $15.1K - $19.4K
649 $19.4M
VB
Vanguard Small Cap ETF

ETFs
82
New
$193.73 - $237.37 $15.9K - $19.5K
82 $19.3M
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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