Team Financial Group, LLC Portfolio Holdings by Sector
Team Financial Group, LLC
- $149 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DGRW EPS USFR USMF PTRB SCHG WTV DGRS 26 stocks |
$139 Million
98.92% of portfolio
|
  14  
|
  12  
|
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$581,291
0.42% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$418,639
0.3% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$260,272
0.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$250,520
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|