| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| WT US LRG FUND | 4 | Q2 2024 | 15.4% |
| WT US QLTY DIV GRWTH FUND | 4 | Q2 2024 | 16.7% |
| WT FLT RT TRSRY | 4 | Q2 2024 | 14.8% |
| WT U.S. MULTIFAC FUND | 4 | Q2 2024 | 10.8% |
| PGIM TOTAL RETURN BOND ETF | 4 | Q2 2024 | 6.0% |
| PACER US CASH COWS 100 ETF | 4 | Q2 2024 | 5.7% |
| WT US SMLCP QLTY DIV GRTH FUND | 4 | Q2 2024 | 5.4% |
| WT US VALUE FUND | 4 | Q2 2024 | 4.6% |
| WT U.S. MIDCAP DIV FUND | 4 | Q2 2024 | 3.6% |
| SCHWAB U.S. LRG-CAP GROWTH ETF | 4 | Q2 2024 | 5.6% |
View Team Financial Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-15 |
View Team Financial Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.