Portfolio (Quarterly)
Guide ↗
Team Financial Group, LLC
· CIK 0001845163| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | XLG | INVESCO S&P 500 TOP 50 ETF | — | 1,131 | $67K | 0.03% | SOLD |
| 42 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | — | 138 | $65K | 0.03% | SOLD |
| 43 | COP | CONOCOPHILLIPS COM | Energy | 672 | $63K | 0.03% | SOLD |
| 44 | BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | — | 1,732 | $63K | 0.03% | SOLD |
| 45 | — | BERKSHIRE HATHAWAY INC DEL CL B NEW | — | 122 | $61K | 0.03% | SOLD |
| 46 | — | DAVE INC CLASS A COM NEW | — | 269 | $60K | 0.03% | SOLD |
| 47 | MRK | MERCK & CO INC COM | Healthcare | 564 | $59K | 0.03% | SOLD |
| 48 | UHS | UNIVERSAL HLTH SVCS INC CL B | Healthcare | 262 | $57K | 0.03% | SOLD |
| 49 | IYW | ISHARES U.S. TECHNOLOGY ETF | — | 282 | $56K | 0.03% | SOLD |
| 50 | XPH | STATE STREET SPDR S&P PHARMACEUTICALS ETF | — | 1,000 | $56K | 0.03% | SOLD |
| 51 | XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | — | 358 | $55K | 0.03% | SOLD |
| 52 | WMT | WALMART INC COM | Consumer Defensive | 483 | $54K | 0.02% | SOLD |
| 53 | RTX | RTX CORPORATION COM | Industrials | 290 | $53K | 0.02% | SOLD |
| 54 | CII | BLACKROCK ENHANCED LARGE CAP C COM | Financial Services | 2,268 | $53K | 0.02% | SOLD |
| 55 | LLY | ELI LILLY & CO COM | Healthcare | 48 | $51K | 0.02% | SOLD |
| 56 | IWV | ISHARES RUSSELL 3000 ETF | — | 131 | $51K | 0.02% | SOLD |
| 57 | MS | MORGAN STANLEY COM NEW | Financial Services | 276 | $49K | 0.02% | SOLD |
| 58 | EFG | ISHARES MSCI EAFE GROWTH ETF | — | 423 | $48K | 0.02% | SOLD |
| 59 | JPM | JPMORGAN CHASE & CO. COM | Financial Services | 148 | $48K | 0.02% | SOLD |
| 60 | ROK | ROCKWELL AUTOMATION INC COM | Industrials | 122 | $48K | 0.02% | SOLD |
Sector Allocation
Financial Services
72.6%
Technology
12.5%
Consumer Defensive
7.8%
Consumer Cyclical
7.1%