Team Financial Group, LLC Purchases in Q4 2025

Team Financial Group, LLC

  • $220 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DTD
Wisdomtree Tr U.S Total Divide

ETFs
24
+ 0.53%
$82.16 - $84.87 $1.97K - $2.04K
4.54K $385M
XLV
Select Sector Spdr Fund Health

ETFs
2
+ 0.56%
$141.95 - $152.82 $284 - $306
358 $55.4M
IBM
International Business Machines Corp

Technology
2
+ 0.56%
$275.97 - $314.98 $552 - $630
362 $107M
Pacer Us Large Cap Cash Cows Growth Leaders ETF
6.92K
+ 3.17%
N/A
225K $7.93B
PVAL
Putnam ETF Tr Putnam Focused L
113
New
$41.58 - $44.36 $4.7K - $5.01K
113 $5.15M
IEFA
Ishares Tr

ETFs
57
New
$86.09 - $89.88 $4.91K - $5.12K
57 $5.1M
SFIG
Wisdomtree U.S. Short Term Cor

ETFs
100
+ 2.05%
N/A
4.98K $244M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
11
+ 0.5%
$39.19 - $40.92 $431 - $450
2.2K $91.1M
AVSC
American Centy ETF Tr Avantis
66
New
$55.24 - $58.86 $3.65K - $3.88K
66 $3.88M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
207
+ 8.47%
$74.62 - $78.21 $15.4K - $16.2K
2.65K $189M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
9
+ 0.33%
$53.25 - $56.36 $479 - $507
2.74K $156M
VZ
Verizon Communications Inc

Communication Services
83
New
$38.4 - $43.83 $3.19K - $3.64K
83 $3.38M
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
USHY
Ishares Tr Broad Usd High Yiel

ETFs
65
New
$37.19 - $37.8 $2.42K - $2.46K
65 $2.43M
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
F
Ford Motor CO

Consumer Cyclical
171
New
$11.41 - $13.84 $1.95K - $2.37K
171 $2.24M
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
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
26
New
$46.85 - $47.44 $1.22K - $1.23K
26 $1.22M
RODM
Hartford Multifactor Developed

ETFs
9
+ 1.51%
$34.98 - $36.49 $315 - $328
605 $22.4M
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
FOXA
Fox Corp

Communication Services
14
New
$57.0 - $66.71 $798 - $934
14 $1.02M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 1.69%
$589.5 - $635.77 $590 - $636
60 $36.6M
Fundstrat Granny Shots Us Large Cap ETF
30
New
N/A
30 $743K
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
NWSA
News Corp

Communication Services
10
New
$25.08 - $28.95 $251 - $290
10 $261K
C
Citigroup Inc

Financial Services
2
New
$93.93 - $102.87 $188 - $206
2 $233K
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
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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