Team Financial Group, LLC
Q4 2024 13F Holdings
- Locationtemecula, CA
- Num holdings
38
- Value ($000)
$174,395
- Date Filed01/21/2025
- Form type13F-HR
- CIK0001845163
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | ETF | 97717X669 | $28.43M | 16 % | 351,255 | ||
EPS WISDOMTREE U.S. LARGECAP FUND | ETF | 97717W588 | $26.51M | 15 % | 433,257 | ||
USFR WISDOMTREE FLOATING RATE TREASURY FUND | ETF | 97717Y527 | $21.31M | 12 % | 423,514 | ||
USMF WISDOMTREE U.S. MULTIFACTOR FUND | ETF | 97717Y857 | $18.84M | 11 % | 379,142 | ||
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF | ETF | 808524300 | $11.05M | 6 % | 396,496 | ||
PTRB PGIM TOTAL RETURN BOND ETF | ETF | 69344A800 | $10.73M | 6 % | 261,880 | ||
WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST | ETF | 97717W547 | $8.25M | 5 % | 98,715 | ||
PSDM PGIM SHORT DURATION MULTI-SECTOR BOND ETF | ETF | 69344A842 | $7.03M | 4 % | 138,508 | ||
COWZ PACER US CASH COWS 100 ETF | ETF | 69374H881 | $6.77M | 4 % | 119,781 | ||
COWG PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | ETF | 69374H360 | $4.28M | 3 % | 133,687 |
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