Team Financial Group, LLC Incresed Positions in Q4 2025

Team Financial Group, LLC

  • $220 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
EES
Wisdomtree U.S. Smallcap Fund

ETFs
9
+ 0.33%
$53.25 - $56.36 $479 - $507
2.74K $156M
JNJ
Johnson & Johnson

Healthcare
1
+ 0.71%
$185.98 - $199.58 $186 - $200
141 $29.2M
FNDX
Schwab Fundamental U S Large C

ETFs
13
+ 0.44%
$25.68 - $26.95 $334 - $350
2.98K $81.2M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
73
+ 3.33%
$22.95 - $24.35 $1.68K - $1.78K
2.27K $53M
MUB
Ishares National Muni Bond ETF

ETFs
10
+ 0.44%
$106.36 - $107.61 $1.06K - $1.08K
2.29K $245M
PRU
Prudential Financial Inc

Financial Services
2
+ 0.89%
$99.13 - $107.85 $198 - $216
226 $25.5M
Wisdomtree 1 3 Year Laddered Treasury Fund
39
+ 0.65%
N/A
6.02K $306M
DE
Deere & CO

Industrials
1
+ 0.5%
$439.11 - $480.78 $439 - $481
202 $94M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
76
+ 1.1%
$44.07 - $44.82 $3.35K - $3.41K
6.99K $308M
IYF
Ishares Tr

ETFs
3
+ 0.54%
$120.85 - $126.31 $363 - $379
556 $71.7M
OEF
Ishares S&P 100 ETF

ETFs
1
+ 0.95%
N/A
106 $36.3M
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 1.01%
N/A
201 $44.1M
PFG
Principal Financial Group Inc

Financial Services
1
+ 0.58%
$78.39 - $85.26 $78.4 - $85.3
174 $15.4M
KO
Coca Cola CO

Consumer Defensive
4
+ 1.73%
$66.1 - $71.61 $264 - $286
235 $16.4M
XOM
Exxon Mobil Corp

Energy
1
+ 0.84%
$110.64 - $119.78 $111 - $120
120 $14.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 1.69%
$589.5 - $635.77 $590 - $636
60 $36.6M
Wisdomtree 7 10 Year Laddered Treasury Fund
16
+ 1.04%
N/A
1.56K $79M
BAC
Bank Of America Corp

Financial Services
1
+ 0.52%
$48.65 - $54.11 $48.7 - $54.1
194 $10.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3
+ 0.3%
$25.85 - $27.19 $77.6 - $81.6
996 $26.8M
VTR
Ventas, Inc.

Real Estate
1
+ 1.39%
$67.45 - $78.0 $67.5 - $78
73 $5.64M
IQLT
Ishares Msci Intl Quality Fact

ETFs
3
+ 1.01%
$43.84 - $45.35 $132 - $136
300 $13.6M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2
+ 0.72%
$54.27 - $56.85 $109 - $114
280 $15.9M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1
+ 0.81%
$105.91 - $113.18 $106 - $113
125 $14.2M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1
+ 0.74%
$125.45 - $131.1 $125 - $131
136 $17.8M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
9
+ 1.45%
$46.57 - $47.16 $419 - $424
628 $29.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2
+ 0.53%
$27.17 - $28.65 $54.3 - $57.3
378 $10.8M
UGI
Ugi Corp

Utilities
1
+ 2.38%
$31.75 - $34.96 $31.8 - $35
43 $1.59M
Ishares High Yield Muni Active ETF
10
+ 1.94%
N/A
525 $25.5M
FNDA
Schwab Fundamental U S Small C

ETFs
1
+ 0.35%
$29.85 - $31.55 $29.9 - $31.6
287 $9.06M
DVY
Ishares Tr

ETFs
2
+ 1.16%
$138.1 - $143.11 $276 - $286
174 $24.6M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
1
+ 0.88%
$104.95 - $108.98 $105 - $109
115 $12.5M
MDU
Mdu Resources Group Inc

Industrials
1
+ 1.85%
$17.58 - $21.33 $17.6 - $21.3
55 $1.07M
Ishares Flexible Income Active ETF
2
+ 2.22%
N/A
92 $4.87M
MBB
Ishares Tr

ETFs
1
+ 3.13%
$94.9 - $96.23 $94.9 - $96.2
33 $3.14M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1
+ 1.25%
$102.72 - $103.6 $103 - $104
81 $8.31M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1
+ 2.13%
$51.27 - $51.8 $51.3 - $51.8
48 $2.42M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
1
+ 12.5%
N/A
9 $288K
MDV
Modiv Inc.

Real Estate
4
+ 2.29%
$14.19 - $14.84 $56.8 - $59.4
179 $2.57M
OMC
Omnicom Group Inc.

Communication Services
1
+ 1.45%
$72.23 - $81.23 $72.2 - $81.2
70 $5.62M
PFE
Pfizer Inc

Healthcare
1
+ 1.75%
$24.23 - $27.37 $24.2 - $27.4
58 $1.45M
WM
Waste Management Inc

Industrials
1
+ 1.54%
$196.77 - $219.98 $197 - $220
66 $14.4M
XLY
Select Sector Spdr Consumer Di

ETFs
24
+ 100.0%
$228.75 - $242.18 $5.49K - $5.81K
48 $5.73M
COP
Conocophillips

Energy
6
+ 0.9%
$85.66 - $95.46 $514 - $573
672 $62.9M
DUK
Duke Energy Corp

Utilities
1
+ 3.33%
$121.57 - $129.03 $122 - $129
31 $3.59M
KMI
Kinder Morgan, Inc.

Energy
3
+ 0.91%
$25.84 - $28.46 $77.5 - $85.4
331 $9.11M
ABT
Abbott Laboratories

Healthcare
1
+ 3.13%
$123.62 - $134.59 $124 - $135
33 $4.08M
TXN
Texas Instruments Inc

Technology
1
+ 3.23%
N/A
32 $5.51M
MO
Altria Group, Inc.

Consumer Defensive
1
+ 2.08%
$56.38 - $66.65 $56.4 - $66.7
49 $2.82M
CVX
Chevron Corp

Energy
2
+ 0.8%
$148.9 - $157.72 $298 - $315
253 $38.6M
Activity Summary
Buys All Purchases 129 New Holdings 19 Increased Positions 110 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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