TF

Team Financial Group, LLC

13F
Team Financial Group, LLC
Last update 2025-07-22 251 Stocks (213 new)
Value $203.00 Mil Turnover 12 %
Countries:
Top Holdings: DGRW(15.49%)EPS(14.22%)USFR(12.09%)USMF(10.04%)SCHG(6.77%)
Summary Stock Picks Current Portfolio
Team Financial Group, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
376,331
31,514.0
+6.68%
15.490
+0.97%
0.200
+11.75%
+6.84%
16,161.8
 
EPS
WisdomTree U.S. LargeCap Fund
451,840
28,922.3
+5.96%
14.220
+0.80%
2.510
+15.07%
+8.34%
1,184.9
 
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
488,819
24,592.5
+14.93%
12.090
+1.57%
0.130
+1.15%
+2.44%
18,862.0
 
USMF
WisdomTree U.S. Multifactor Fund
398,432
20,422.4
+6.03%
10.040
+0.57%
5.040
+6.86%
+3.92%
405.0
 
SCHG
Schwab U.S. Large-Cap Growth ETF
471,394
13,769.4
+9.53%
6.770
+0.59%
0.030
+20.79%
+8.07%
45,910.6
 
PTRB
PGIM Total Return Bond ETF
300,886
12,586.1
+10.70%
6.190
+0.60%
2.580
+1.62%
+3.51%
483.6
 
QSY
WISDOMTREE U.S. VALUE FUND
102,598
8,864.5
+5.85%
4.360
+0.24%
-
+14.10%
+5.13%
0
 
PSDM
PGIM Short Duration Multi-Sector Bond ETF
PGIM Short Duration Multi-Sector Bond ETF
170,807
8,775.2
+12.50%
4.310
+0.48%
10.480
+1.65%
+3.20%
83.2
 
COWG
Pacer US Large Cap Cash Cows Growth Leaders ETF
Pacer US Large Cap Cash Cows Growth Leaders ETF
207,678
7,291.6
+12.55%
3.580
+0.40%
0.320
+13.96%
+10.31%
2,278.8
 
COWZ
Pacer US Cash Cows 100 ETF
123,415
6,800.2
+4.16%
3.340
+0.13%
0.030
+10.66%
+1.72%
20,734.0
 

Team Financial Group, LLC's Historical Top Holdings Breakdowns

Team Financial Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
2025-06-30
Add
Add
+1.57%
●
50.29 ($50.37) 50.47
$50.47
0.20%
Add 14.93%
488,819
63,504
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
2025-06-30
Add
Add
+0.97%
●
71.28 ($79.35) 83.74
$85.86
8.20%
Add 6.68%
376,331
23,560
EPS
WisdomTree U.S. LargeCap Fund
2025-06-30
Add
Add
+0.80%
●
52.66 ($59.67) 64.01
$65.83
10.32%
Add 5.96%
451,840
25,403
PTRB
PGIM Total Return Bond ETF
2025-06-30
Add
Add
+0.60%
●
40.66 ($41.23) 41.98
$41.42
0.46%
Add 10.7%
300,886
29,095
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-06-30
Add
Add
+0.59%
●
22.27 ($26.42) 29.21
$30.06
13.78%
Add 9.53%
471,394
41,033
USMF
WisdomTree U.S. Multifactor Fund
2025-06-30
Add
Add
+0.57%
●
44.42 ($49.43) 51.46
$51.26
3.70%
Add 6.03%
398,432
22,658
PSDM
PGIM Short Duration Multi-Sector Bond ETF
PGIM Short Duration Multi-Sector Bond ETF
2025-06-30
Add
Add
+0.48%
●
50.52 ($50.94) 51.38
$51.17
0.45%
Add 12.5%
170,807
18,972
COWG
Pacer US Large Cap Cash Cows Growth Leaders ETF
Pacer US Large Cap Cash Cows Growth Leaders ETF
2025-06-30
Add
Add
+0.40%
●
27.4 ($32.78) 35.19
$35.33
7.78%
Add 12.55%
207,678
23,162
DFCF
Dimensional Core Fixed Income ETF
2025-06-30
Sold Out
Sold Out
-0.33%
●
41.1 ($41.71) 42.37
$41.91
0.48%
Sold Out
0
-13,527
AVMV
Avantis U.S. Mid Cap Value ETF
2025-06-30
Add
Add
+0.30%
●
53.55 ($61.55) 65.38
$67.30
9.35%
Add 12.33%
84,211
9,241

Team Financial Group, LLC Total Holding History ($B)

To

Team Financial Group, LLC's Asset Allocation

To

Team Financial Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Team Financial Group, LLC's Hypothetical Growth since 2025-06-30

Team Financial Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Team Financial Group, LLC's Holdings Heat Map

Size field:

Team Financial Group, LLC's Holdings Bubble Chart

Team Financial Group, LLC News

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