Portfolio (Quarterly)
Guide ↗
Team Financial Group, LLC
· CIK 0001845163| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 161 | GS | GOLDMAN SACHS GROUP INC COM | Financial Services | 6 | $5K | 0.00% | SOLD |
| 162 | PVAL | PUTNAM FOCUSED LARGE CAP VALUE ETF | — | 113 | $5K | 0.00% | SOLD |
| 163 | IEFA | ISHARES CORE MSCI EAFE ETF | — | 57 | $5K | 0.00% | SOLD |
| 164 | DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | — | 89 | $5K | 0.00% | SOLD |
| 165 | NVO | NOVO-NORDISK A S ADR | Healthcare | 100 | $5K | 0.00% | SOLD |
| 166 | BK | BANK NEW YORK MELLON CORP COM | Financial Services | 42 | $5K | 0.00% | SOLD |
| 167 | BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | — | 92 | $5K | 0.00% | SOLD |
| 168 | FMB | FIRST TRUST MANAGED MUNICIPAL ETF | — | 92 | $5K | 0.00% | SOLD |
| 169 | GPC | GENUINE PARTS CO COM | Consumer Cyclical | 35 | $4K | 0.00% | SOLD |
| 170 | ABT | ABBOTT LABS COM | Healthcare | 33 | $4K | 0.00% | SOLD |
| 171 | PXE | INVESCO ENERGY EXPLORATION & PRODUCTION ETF | — | 137 | $4K | 0.00% | SOLD |
| 172 | AJG | GALLAGHER ARTHUR J & CO COM | Financial Services | 15 | $4K | 0.00% | SOLD |
| 173 | DUK | DUKE ENERGY CORP NEW COM NEW | Utilities | 31 | $4K | 0.00% | SOLD |
| 174 | VOE | VANGUARD MID-CAP VALUE ETF | — | 19 | $3K | 0.00% | SOLD |
| 175 | VZ | VERIZON COMMUNICATIONS INC COM | Communication Services | 83 | $3K | 0.00% | SOLD |
| 176 | ACN | ACCENTURE PLC IRELAND SHS CLASS A | Technology | 12 | $3K | 0.00% | SOLD |
| 177 | WCLD | WISDOMTREE CLOUD COMPUTING FUND | — | 93 | $3K | 0.00% | SOLD |
| 178 | LOW | LOWES COS INC COM | Consumer Cyclical | 13 | $3K | 0.00% | SOLD |
| 179 | MBB | ISHARES MBS ETF | — | 33 | $3K | 0.00% | SOLD |
| 180 | MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | — | 32 | $3K | 0.00% | SOLD |
Sector Allocation
Financial Services
72.6%
Technology
12.5%
Consumer Defensive
7.8%
Consumer Cyclical
7.1%