Team Financial Group, LLC Portfolio Holdings by Sector
Team Financial Group, LLC
- $168 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DGRW EPS USFR USMF PTRB SCHG WTV COWZ 28 stocks |
$155 Million
98.67% of portfolio
|
  16  
|
  11  
|
  2  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$817,185
0.52% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$452,302
0.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$307,552
0.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$295,330
0.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$211,857
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|