Team Financial Group, LLC
Q1 2025 13F Holdings
- Locationtemecula, CA
- Num holdings
39
- Value ($000)
$173,293
- Date Filed04/23/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | ETF | 97717X669 | $28.17 M | 16 % | 352,771 | ||
EPS WISDOMTREE U.S. LARGECAP FUND | ETF | 97717W588 | $25.28 M | 15 % | 426,437 | ||
USFR WISDOMTREE FLOATING RATE TREASURY FUND | ETF | 97717Y527 | $21.41 M | 12 % | 425,315 | ||
USMF WISDOMTREE U.S. MULTIFACTOR FUND | ETF | 97717Y857 | $18.65 M | 11 % | 375,774 | ||
PTRB PGIM TOTAL RETURN BOND ETF | ETF | 69344A800 | $11.34 M | 7 % | 271,791 | ||
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF | ETF | 808524300 | $10.78 M | 6 % | 430,361 | ||
WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST | ETF | 97717W547 | $7.96 M | 5 % | 96,932 | ||
PSDM PGIM SHORT DURATION MULTI-SECTOR BOND ETF | ETF | 69344A842 | $7.77 M | 5 % | 151,835 | ||
COWZ PACER US CASH COWS 100 ETF | ETF | 69374H881 | $6.49 M | 4 % | 118,486 | ||
COWG PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | ETF | 69374H360 | $5.68 M | 3 % | 184,516 |
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