Portfolio (Quarterly)
Guide ↗
Team Financial Group, LLC
· CIK 0001845163| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 141 | SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | — | 83 | $9K | 0.00% | SOLD |
| 142 | SHLD | GLOBAL X DEFENSE TECH ETF | — | 136 | $9K | 0.00% | SOLD |
| 143 | AVDE | AVANTIS INTERNATIONAL EQUITY ETF | — | 103 | $8K | 0.00% | SOLD |
| 144 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | — | 81 | $8K | 0.00% | SOLD |
| 145 | ORCL | ORACLE CORP COM | Technology | 42 | $8K | 0.00% | SOLD |
| 146 | NVS | NOVARTIS AG SPONSORED ADR | Healthcare | 58 | $8K | 0.00% | SOLD |
| 147 | TMUS | T-MOBILE US INC COM | Communication Services | 39 | $8K | 0.00% | SOLD |
| 148 | AVGE | AVANTIS ALL EQUITY MARKETS ETF | — | 85 | $7K | 0.00% | SOLD |
| 149 | ABBV | ABBVIE INC COM | Healthcare | 31 | $7K | 0.00% | SOLD |
| 150 | QDPL | PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF | — | 149 | $6K | 0.00% | SOLD |
| 151 | AMD | ADVANCED MICRO DEVICES INC COM | Technology | 29 | $6K | 0.00% | SOLD |
| 152 | NVDL | GRANITESHARES 2X LONG NVDA DAILY ETF | — | 70 | $6K | 0.00% | SOLD |
| 153 | GD | GENERAL DYNAMICS CORP COM | Industrials | 18 | $6K | 0.00% | SOLD |
| 154 | V | VISA INC COM CL A | Financial Services | 17 | $6K | 0.00% | SOLD |
| 155 | ZBH | ZIMMER BIOMET HOLDINGS INC COM | Healthcare | 65 | $6K | 0.00% | SOLD |
| 156 | XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | — | 48 | $6K | 0.00% | SOLD |
| 157 | VTR | VENTAS INC COM | Real Estate | 73 | $6K | 0.00% | SOLD |
| 158 | OMC | OMNICOM GROUP INC COM | Communication Services | 70 | $6K | 0.00% | SOLD |
| 159 | TXN | TEXAS INSTRS INC COM | Technology | 32 | $6K | 0.00% | SOLD |
| 160 | MCD | MCDONALDS CORP COM | Consumer Cyclical | 18 | $5K | 0.00% | SOLD |
Sector Allocation
Financial Services
72.6%
Technology
12.5%
Consumer Defensive
7.8%
Consumer Cyclical
7.1%