Team Financial Group, LLC Portfolio Holdings

Team Financial Group, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $156 Billion distributed in 33 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 $26B, Wisdomtree U.S. Largecap Fund with a value of $24B, Wisdomtree Floating Rate Treas with a value of $20.5B, Wisdomtree Tr Us Multifactor F with a value of $16.4B, and Pgim ETF Tr Total Return Bd Et with a value of $9.26B.

Examining the 13F form we can see an increase of $7.06B in the current position value, from $149B to 156B.

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.