Team Financial Group, LLC Reduced Holdings in Q4 2025

Team Financial Group, LLC

  • $220 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
-22.6K
- 4.75%
$50.24 - $50.4 $1.14M - $1.14M
454K $22.9B
GLDM
World Gold Trust

ETFs
-11K
- 12.81%
$76.32 - $86.69 $841K - $955K
75K $6.4B
GDE
Wisdomtree Tr Efficient Gold P

ETFs
-2.72K
- 52.33%
$56.35 - $64.61 $153K - $175K
2.47K $152M
PULS
Pgim ETF Tr

ETFs
-1.83K
- 12.44%
$49.64 - $49.83 $90.6K - $91K
12.9K $638M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
-1.08K
- 10.01%
N/A
9.7K $450M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-621
- 5.31%
$48.06 - $50.58 $29.8K - $31.4K
11.1K $550M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-466
- 3.08%
$50.22 - $52.54 $23.4K - $24.5K
14.6K $756M
CRM
Salesforce, Inc.

Technology
-125
- 73.53%
$235.69 - $263.41 $29.5K - $32.9K
45 $12M
NVDA
Nvidia Corp

Technology
-118
- 6.96%
$179.83 - $207.04 $21.2K - $24.4K
1.58K $294M
CCL
Carnival Corp

Consumer Cyclical
-800
- 47.06%
$26.02 - $30.0 $20.8K - $24K
900 $27.5M
EFG
Msci Eafe Growth ETF

ETFs
-152
- 26.43%
$112.91 - $117.61 $17.2K - $17.9K
423 $48.2M
AVUV
American Centy ETF Tr Avantis

ETFs
-1.57K
- 2.66%
$95.19 - $100.66 $149K - $158K
57.4K $5.85B
SUB
Ishares Short Term National Mu

ETFs
-128
- 3.17%
$106.22 - $106.81 $13.6K - $13.7K
3.9K $417M
BUG
Global X Fds Cybersecurity ETF

ETFs
-49
- 1.91%
$32.53 - $35.95 $1.59K - $1.76K
2.52K $76.7M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-273
- 3.94%
$63.24 - $66.46 $17.3K - $18.1K
6.65K $444M
SPY
Spdr S&P 500 ETF Trust

ETFs
-17
- 7.98%
$653.02 - $687.39 $11.1K - $11.7K
196 $134M
IAU
Ishares Gold Trust

ETFs
-152
- 30.71%
$72.65 - $82.5 $11K - $12.5K
343 $27.8M
FNDF
Schwab Fundamental Intl Large

ETFs
-226
- 20.16%
$42.35 - $45.18 $9.57K - $10.2K
895 $40.4M
IYW
Ishares Dj Us Tech ETF

ETFs
-29
- 9.32%
$192.8 - $211.27 $5.59K - $6.13K
282 $56.4M
GE
General Electric CO

Industrials
-16
- 5.86%
$291.49 - $314.28 $4.66K - $5.03K
257 $79M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-56
- 21.05%
$67.07 - $73.01 $3.76K - $4.09K
210 $15.3M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-5.55K
- 4.52%
$55.63 - $58.98 $309K - $327K
117K $7.05B
HEFA
Ishares Currency Hedged Msci E

ETFs
-54
- 19.49%
$39.63 - $41.86 $2.14K - $2.26K
223 $9.21M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-10
- 0.96%
$191.01 - $199.18 $1.91K - $1.99K
1.04K $206M
EFV
Msci Eafe Value ETF

ETFs
-42
- 1.8%
$66.73 - $70.99 $2.8K - $2.98K
2.29K $163M
AAPL
Apple Inc.

Technology
-127
- 4.04%
$245.27 - $275.25 $31.1K - $35K
3.02K $820M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
-756
- 0.73%
$88.14 - $92.61 $66.6K - $70K
103K $9.57B
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-4.26K
- 0.94%
$67.42 - $70.73 $287K - $301K
448K $31.7B
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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