Team Financial Group, LLC Purchases in Q3 2025

Team Financial Group, LLC

  • $216 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
9
+ 0.47%
$56.02 - $60.3 $504 - $543
1.93K $116M
HD
Home Depot, Inc.

Consumer Cyclical
8
+ 10.13%
$357.4 - $423.42 $2.86K - $3.39K
87 $35.2M
Ishares A.I. Innovation And Tech Active ETF
92
+ 17.97%
N/A
604 $20.6M
FNDX
Schwab Fundamental U S Large C

ETFs
12
+ 0.41%
$24.38 - $26.34 $293 - $316
2.97K $78.1M
OEF
Ishares S&P 100 ETF

ETFs
7
+ 7.14%
N/A
105 $35.1M
BOTZ
Global X Fds

ETFs
5
+ 0.29%
$32.14 - $35.96 $161 - $180
1.73K $61.4M
JNJ
Johnson & Johnson

Healthcare
1
+ 0.72%
$155.17 - $185.42 $155 - $185
140 $26M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
25
+ 12.5%
$110.74 - $122.12 $2.77K - $3.05K
225 $27.2M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
52
+ 1.65%
$45.07 - $47.56 $2.34K - $2.47K
3.2K $147M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
41
+ 1.9%
$21.0 - $23.0 $861 - $943
2.2K $50.5M
META
Meta Platforms, Inc.

Communication Services
6
+ 3.16%
$695.21 - $791.73 $4.17K - $4.75K
196 $144M
COP
Conocophillips

Energy
6
+ 0.91%
$91.0 - $98.99 $546 - $594
666 $63M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
61
+ 1.47%
$18.82 - $19.8 $1.15K - $1.21K
4.22K $81.9M
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.61%
$144.19 - $167.33 $144 - $167
165 $27.6M
CVX
Chevron Corp

Energy
2
+ 0.8%
$145.57 - $161.83 $291 - $324
251 $39M
IYF
Ishares Tr

ETFs
1
+ 0.18%
$119.89 - $127.16 $120 - $127
553 $70.1M
SUB
Ishares Short Term National Mu

ETFs
14
+ 0.35%
$106.17 - $107.3 $1.49K - $1.5K
4.03K $431M
VLO
Valero Energy Corp

Energy
1
+ 1.18%
$131.77 - $175.63 $132 - $176
86 $14.6M
MRK
Merck & Co., Inc.

Healthcare
5
+ 0.9%
$77.6 - $87.37 $388 - $437
559 $46.9M
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.21%
$94.4 - $104.27 $94.4 - $104
483 $49.8M
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.51%
N/A
199 $43M
PEP
Pepsico Inc

Consumer Defensive
3
+ 1.24%
$133.81 - $152.16 $401 - $456
244 $34.2M
ROK
Rockwell Automation, Inc

Industrials
1
+ 0.83%
$328.67 - $358.52 $329 - $359
122 $42.5M
EUO
Pro Shares Trust Ii

ETFs
74
New
$27.38 - $29.39 $2.03K - $2.17K
74 $2.07M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3
+ 0.3%
$24.46 - $26.5 $73.4 - $79.5
993 $26.2M
DVY
Ishares Tr

ETFs
1
+ 0.58%
$133.88 - $142.57 $134 - $143
172 $24.5M
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.28%
$129.01 - $139.72 $129 - $140
356 $49.6M
D
Dominion Energy, Inc

Utilities
3
+ 0.91%
$56.32 - $62.1 $169 - $186
334 $20.5M
Ishares Flexible Income Active ETF
32
+ 55.17%
N/A
90 $4.8M
OZK
Bank Ozk

Financial Services
3
+ 0.8%
$47.4 - $53.14 $142 - $159
379 $19.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.72%
$135.0 - $146.02 $135 - $146
140 $20.3M
QCOM
Qualcomm Inc

Technology
1
+ 0.49%
$145.84 - $173.55 $146 - $174
205 $34M
Wisdomtree 7 10 Year Laddered Treasury Fund
15
+ 0.98%
N/A
1.54K $78.2M
Yieldmax Cvna Option Income Strategy ETF
44
+ 17.25%
N/A
299 $12.1M
STLD
Steel Dynamics Inc

Basic Materials
1
+ 1.1%
N/A
92 $12.8M
FDX
Fedex Corp

Industrials
1
+ 0.81%
$217.1 - $243.2 $217 - $243
124 $29.1M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1
+ 0.27%
$25.29 - $28.33 $25.3 - $28.3
376 $10.5M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1
+ 0.97%
$131.47 - $143.64 $131 - $144
104 $14.7M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1
+ 0.36%
$52.12 - $55.33 $52.1 - $55.3
278 $15.4M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1
+ 0.75%
$122.57 - $132.57 $123 - $133
135 $17.5M
BAC
Bank Of America Corp

Financial Services
1
+ 0.52%
$44.92 - $52.42 $44.9 - $52.4
193 $9.94M
FNDA
Schwab Fundamental U S Small C

ETFs
1
+ 0.35%
$28.75 - $31.93 $28.8 - $31.9
286 $8.91M
Yieldmax Ultra Option Income Strategy ETF
379
+ 23.69%
N/A
1.98K $10.8M
PFG
Principal Financial Group Inc

Financial Services
2
+ 1.17%
$75.53 - $82.95 $151 - $166
173 $14.3M
OMC
Omnicom Group Inc.

Communication Services
1
+ 1.47%
$70.41 - $81.53 $70.4 - $81.5
69 $5.62M
XOM
Exxon Mobil Corp

Energy
1
+ 0.85%
$105.83 - $117.22 $106 - $117
119 $13.4M
HEFA
Ishares Currency Hedged Msci E

ETFs
4
+ 1.47%
$37.2 - $39.61 $149 - $158
277 $11M
GPC
Genuine Parts CO

Consumer Cyclical
1
+ 2.94%
$122.23 - $142.77 $122 - $143
35 $4.79M
Ishares High Yield Muni Active ETF
6
+ 1.18%
N/A
515 $25.4M
Activity Summary
Buys All Purchases 117 New Holdings 10 Increased Positions 107 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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