Team Financial Group, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    temecula, CA
  • CIK
    0001845163
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

39

$173.29 M
DGRW, EPS, USFR, USMF
13F-HR
Apr 23, 2025
000184516325000004

38

$174.40 M
DGRW, EPS, USFR, USMF
13F-HR
Jan 21, 2025
000184516325000001

36

$168.15 M
DGRW, EPS, USFR, USMF
13F-HR
Oct 23, 2024
000184516324000005

33

$155.65 M
DGRW, EPS, USFR, USMF
13F-HR
Aug 13, 2024
000184516324000003

32

$148.58 M
DGRW, EPS, USFR, USMF
13F-HR
May 13, 2024
000184516324000002

221

$139.36 M
USFR, EPS, DGRW, USMF
13F-HR
Feb 14, 2024
000184516324000001

207

$121.07 M
EPS, USFR, DGRW, USMF
13F-HR
Nov 15, 2023
000184516323000002