Team Financial Group, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    temecula, CA
  • CIK
    0001845163
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

38

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

36

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

33

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

32

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

221

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

207

$121.07M
EPS, USFR, DGRW, USMF
13F-HR
Nov 15, 2023
000184516323000002
Team Financial Group, Llc 13F Filings