Portfolio (Quarterly)
Guide ↗
Team Financial Group, LLC
· CIK 0001845163| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 201 | MDU | MDU RES GROUP INC COM | Industrials | 55 | $1K | — | SOLD |
| 202 | FOXA | FOX CORP CL A COM | Communication Services | 14 | $1K | — | SOLD |
| 203 | AFRM | AFFIRM HLDGS INC COM CL A | Technology | 12 | $893.0 | — | SOLD |
| 204 | KNF | KNIFE RIVER CORP COMMON STOCK | Basic Materials | 12 | $844.0 | — | SOLD |
| 205 | ALC | ALCON AG ORD SHS | Healthcare | 10 | $788.0 | — | SOLD |
| 206 | GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | — | 30 | $743.0 | — | SOLD |
| 207 | AMTM | AMENTUM HOLDINGS INC COM | Industrials | 21 | $609.0 | — | SOLD |
| 208 | BTCW | WISDOMTREE BITCOIN FUND | Financial Services | 6 | $556.0 | — | SOLD |
| 209 | ARMP | ARMATA PHARMACEUTICALS INC COM | Healthcare | 71 | $446.0 | — | SOLD |
| 210 | BND | VANGUARD TOTAL BOND MARKET ETF | — | 6 | $417.0 | — | SOLD |
| 211 | KMB | KIMBERLY-CLARK CORP COM | Consumer Defensive | 4 | $404.0 | — | SOLD |
| 212 | BP | BP PLC SPONSORED ADR | Energy | 11 | $374.0 | — | SOLD |
| 213 | WTPI | WISDOMTREE EQUITY PREMIUM INCOME FUND | — | 9 | $288.0 | — | SOLD |
| 214 | NWSA | NEWS CORP NEW CL A | Communication Services | 10 | $261.0 | — | SOLD |
| 215 | C | CITIGROUP INC COM NEW | Financial Services | 2 | $233.0 | — | SOLD |
Sector Allocation
Financial Services
72.6%
Technology
12.5%
Consumer Defensive
7.8%
Consumer Cyclical
7.1%