Portfolio (Quarterly)
Guide ↗
Team Financial Group, LLC
· CIK 0001845163| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 181 | FANG | DIAMONDBACK ENERGY INC COM | Energy | 19 | $3K | 0.00% | SOLD |
| 182 | MO | ALTRIA GROUP INC COM | Consumer Defensive | 49 | $3K | 0.00% | SOLD |
| 183 | J | JACOBS SOLUTIONS INC COM | Industrials | 20 | $3K | 0.00% | SOLD |
| 184 | LMT | LOCKHEED MARTIN CORP COM | Industrials | 5 | $3K | 0.00% | SOLD |
| 185 | MDV | MODIV INDUSTRIAL INC COM STK CL C | Real Estate | 179 | $3K | 0.00% | SOLD |
| 186 | WAB | WABTEC COM | Industrials | 12 | $3K | 0.00% | SOLD |
| 187 | USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | — | 65 | $2K | 0.00% | SOLD |
| 188 | IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | — | 48 | $2K | 0.00% | SOLD |
| 189 | REGN | REGENERON PHARMACEUTICALS COM | Healthcare | 3 | $2K | 0.00% | SOLD |
| 190 | F | FORD MTR CO COM | Consumer Cyclical | 171 | $2K | 0.00% | SOLD |
| 191 | EUO | PROSHARES ULTRASHORT EURO | Financial Services | 74 | $2K | 0.00% | SOLD |
| 192 | CL | COLGATE PALMOLIVE CO COM | Consumer Defensive | 24 | $2K | 0.00% | SOLD |
| 193 | CMF | ISHARES CALIFORNIA MUNI BOND ETF | — | 33 | $2K | 0.00% | SOLD |
| 194 | FCAL | FIRST TRUST CALIFORNIA MUNICIPAL HIGH INCOME ETF | — | 35 | $2K | 0.00% | SOLD |
| 195 | MA | MASTERCARD INCORPORATED CL A | Financial Services | 3 | $2K | 0.00% | SOLD |
| 196 | UGI | UGI CORP NEW COM | Utilities | 43 | $2K | 0.00% | SOLD |
| 197 | SCHH | SCHWAB U.S. REIT ETF | — | 73 | $2K | 0.00% | SOLD |
| 198 | PFE | PFIZER INC COM | Healthcare | 58 | $1K | 0.00% | SOLD |
| 199 | VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | — | 26 | $1K | 0.00% | SOLD |
| 200 | ECG | EVERUS CONSTR GROUP COM | Industrials | 13 | $1K | 0.00% | SOLD |
Sector Allocation
Financial Services
72.6%
Technology
12.5%
Consumer Defensive
7.8%
Consumer Cyclical
7.1%