Teamwork Financial Advisors

Latest statistics and disclosures from Teamwork Financial Advisors's latest quarterly 13F-HR filing:

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Positions held by Teamwork Financial Advisors, LLC consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Teamwork Financial Advisors

Companies in the Teamwork Financial Advisors portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 23.0 $74M +320% 641k 115.81
Visa Com Cl A (V) 5.2 $17M +2% 83k 199.96
Pinterest Cl A (PINS) 5.0 $16M +84% 390k 41.51
The Trade Desk Com Cl A (TTD) 5.0 $16M +7% 31k 518.77
Vanguard Scottsdale Fds Short Term Treas (VGSH) 4.1 $13M +435% 213k 62.09
Sea Sponsord Ads (SE) 2.4 $7.7M +22% 50k 154.04
Amazon (AMZN) 2.1 $6.8M -13% 2.1k 3148.25
MercadoLibre (MELI) 2.1 $6.6M +77% 6.1k 1082.54
Shopify Cl A (SHOP) 1.6 $5.3M -8% 5.2k 1022.92
Ishares Tr Core High Dv Etf (HDV) 1.6 $5.1M +2% 64k 80.49
Simon Property (SPG) 1.5 $4.9M NEW 76k 64.68
Microsoft Corporation (MSFT) 1.1 $3.6M -17% 17k 210.32
Mastercard Incorporated Cl A (MA) 1.1 $3.6M +15% 11k 338.13
Carnival Corp Unit 99/99/9999 (CCL) 1.0 $3.1M +547% 206k 15.18

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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 1.0 $3.1M +9% 66k 46.75
Abbvie (ABBV) 0.8 $2.5M -20% 28k 87.60
Disney Walt Com Disney (DIS) 0.8 $2.4M -63% 20k 124.06
Okta Cl A (OKTA) 0.7 $2.3M 11k 213.88
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $2.3M -23% 7.4k 307.62
Docusign (DOCU) 0.7 $2.2M +595% 10k 215.23
Broadcom (AVGO) 0.7 $2.2M +7% 6.0k 364.31
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $2.1M -12% 26k 81.07
Livongo Health (LVGO) 0.7 $2.1M -33% 15k 140.06
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $2.1M +25% 6.2k 334.93
Wix SHS (WIX) 0.6 $2.0M +19% 7.8k 254.86
Enterprise Products Partners (EPD) 0.6 $2.0M -49% 125k 15.79
Nextera Energy (NEE) 0.6 $2.0M +167% 7.0k 277.64
Servicenow (NOW) 0.6 $1.9M -33% 3.9k 485.11
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $1.9M -2% 34k 55.29
Equinix (EQIX) 0.6 $1.8M +3% 2.4k 759.87
Store Capital Corp reit (STOR) 0.6 $1.8M +28% 66k 27.43
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $1.8M NEW 22k 82.84
Macerich Company (MAC) 0.5 $1.8M +77% 258k 6.79
Ishares Tr Us Treas Bd Etf (GOVT) 0.5 $1.7M +31% 60k 27.95
Fastly Cl A (FSLY) 0.5 $1.6M +88% 17k 93.66
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.5 $1.5M -27% 12k 134.70
Ishares Tr U.s. Med Dvc Etf (IHI) 0.5 $1.5M -8% 5.0k 299.54
Paypal Holdings (PYPL) 0.5 $1.5M -35% 7.6k 197.00
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.5 $1.5M +6% 27k 55.03
Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) 0.5 $1.5M -47% 45k 33.05
Twilio Cl A (TWLO) 0.5 $1.5M -6% 6.0k 247.09
Barrick Gold Corp (GOLD) 0.4 $1.5M NEW 52k 28.12
salesforce (CRM) 0.4 $1.4M -32% 5.6k 251.26
Square Cl A (SQ) 0.4 $1.4M +89% 8.5k 162.54
Ishares Tr Trans Avg Etf (IYT) 0.4 $1.4M +278% 6.9k 198.93
NVIDIA Corporation (NVDA) 0.4 $1.3M +14% 2.5k 541.10
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.3M -63% 914.00 1466.08
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.4 $1.3M 24k 55.59
Tesla Motors (TSLA) 0.4 $1.3M +670% 3.1k 429.13
At&t (T) 0.4 $1.3M +16% 45k 28.50
Verizon Communications (VZ) 0.4 $1.2M -28% 21k 59.48
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.4 $1.2M -9% 23k 53.65
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $1.2M +50% 22k 54.90
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.2M -34% 3.6k 336.20
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.4 $1.2M +11% 21k 56.86
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.4 $1.2M 23k 51.75
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $1.2M +9% 23k 52.17
Ark Etf Tr Genomic Rev Etf (ARKG) 0.4 $1.2M NEW 18k 63.71
Mongodb Cl A (MDB) 0.4 $1.1M -51% 4.9k 231.56
Ishares Tr Phlx Semicnd Etf (SOXX) 0.4 $1.1M -2% 3.7k 304.52
Ishares Tr Us Home Cons Etf (ITB) 0.4 $1.1M -14% 20k 56.65
Broadridge Financial Solutions (BR) 0.3 $1.1M -33% 8.5k 131.96
Ishares Tr U.s. Cnsm Sv Etf (IYC) 0.3 $1.1M 4.5k 250.11
Ark Etf Tr Innovation Etf (ARKK) 0.3 $1.1M +92% 12k 91.97
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $1.1M +51% 10k 103.70
First Trust Exchange-traded Fu Dj Internt Idx Etf Dj Internt Idx Etf (FDN) 0.3 $1.1M -9% 5.7k 188.25
Ishares Tr Expnd Tec Sc Etf (IGM) 0.3 $1.0M -10% 3.3k 308.98
Crowdstrike Hldgs Cl A (CRWD) 0.3 $1.0M NEW 7.5k 137.30
Costco Wholesale Corporation (COST) 0.3 $1000k -11% 2.8k 355.11
Charles Schwab Corporation (SCHW) 0.3 $997k -53% 28k 36.25
Fiverr Intl Ord Shs (FVRR) 0.3 $981k NEW 7.1k 138.91
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.3 $962k -33% 10k 92.15
Iron Mountain (IRM) 0.3 $958k -21% 36k 26.80
Ishares Tr Us Industrials (IYJ) 0.3 $949k NEW 5.7k 167.20
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $944k +17% 11k 88.17
Ishares Tr U.s. Cnsm Gd Etf (IYK) 0.3 $935k NEW 6.3k 149.31
J P Morgan Exchange-traded F Us Qualty Fctr (JQUA) 0.3 $912k -34% 28k 32.45
BlackRock (BLK) 0.3 $885k -35% 1.6k 563.69
Crown Castle Intl (CCI) 0.3 $881k -52% 5.3k 166.57
Crispr Therapeutics Namen Akt (CRSP) 0.3 $878k NEW 11k 83.62
Ishares Silver Tr Ishares (SLV) 0.3 $870k NEW 40k 21.63
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $859k -21% 22k 39.34
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $846k +7% 12k 68.35
Houlihan Lokey Cl A (HLI) 0.3 $842k -41% 14k 59.03
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $833k -57% 9.6k 86.55
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $826k -79% 3.9k 213.05
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $815k -44% 5.5k 147.32
Jd.com Spon Adr Cl A (JD) 0.2 $798k NEW 10k 77.62
Roku Com Cl A (ROKU) 0.2 $794k +131% 4.2k 188.69
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $785k +7% 15k 51.69
Paycom Software (PAYC) 0.2 $765k +2% 2.5k 311.23
Pepsi (PEP) 0.2 $762k -50% 5.5k 138.60
United Parcel Service CL B (UPS) 0.2 $758k -36% 4.6k 166.59
Medtronic SHS (MDT) 0.2 $743k -15% 7.2k 103.92
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.2 $690k NEW 19k 36.76
Mccormick & Co Com Non Vtg (MKC) 0.2 $689k -64% 3.5k 194.14
CVS Caremark Corporation (CVS) 0.2 $678k -33% 12k 58.44
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $676k -12% 6.3k 108.13
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $649k +3% 10k 63.70
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 0.2 $638k +6% 22k 29.73
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $631k +69% 14k 43.98
Ishares U S Etf Tr Sht Mat Bd Etf (NEAR) 0.2 $614k +39% 12k 50.14
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $614k +180% 8.1k 75.44
Spdr Ser Tr Portfolio Ln Cor (SPLB) 0.2 $580k NEW 18k 31.78
Spirit Rlty Cap Com New (SRC) 0.2 $564k +10% 17k 33.77
American Tower Reit (AMT) 0.2 $563k -59% 2.3k 241.63
Home Depot (HD) 0.2 $556k -27% 2.0k 277.45
Indexiq Etf Tr Iq S&p Hgh Yld (HYLV) 0.2 $549k -23% 22k 24.76
Teladoc (TDOC) 0.2 $548k +133% 2.5k 219.11
Brookfield Renewable Partner Partnership Unit (BEP) 0.2 $543k -19% 10k 52.57
Merck & Co (MRK) 0.2 $535k 6.4k 83.02
Vaneck Vectors Etf Tr Shrt Hgh Yld Mun (SHYD) 0.2 $532k +42% 22k 24.36
Ishares Tr Barclays 7 10 Yr (IEF) 0.2 $524k +72% 4.3k 121.89
Amgen (AMGN) 0.2 $521k -2% 2.1k 253.90
Ishares Tr Broad Usd High (USHY) 0.2 $517k +91% 13k 39.46
Spdr Gold Tr Gold Shs (GLD) 0.2 $516k NEW 2.9k 177.14
Ishares Gold Trust Ishares (IAU) 0.2 $514k +55% 29k 18.00
Lockheed Martin Corporation (LMT) 0.2 $514k -5% 1.3k 383.30
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $505k +20% 93k 5.41
Marriott Vacations Wrldwde Cp (VAC) 0.2 $500k -62% 5.5k 90.73
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $486k +8% 1.6k 311.54
Realty Income (O) 0.1 $466k -10% 7.7k 60.77
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $466k +13% 8.9k 52.56
Alteryx Com Cl A (AYX) 0.1 $448k -85% 3.9k 113.53
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $441k -23% 8.8k 50.15
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $440k -24% 3.4k 128.73
Ventas (VTR) 0.1 $416k -13% 9.9k 41.94
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $414k -19% 4.3k 95.74
Wells Fargo & Company (WFC) 0.1 $407k -36% 17k 23.48
Sprott Physical Gold & Silve Tr Unit (CEF) 0.1 $404k NEW 22k 18.32
Ishares Tr National Mun Etf (MUB) 0.1 $394k +36% 3.4k 115.98
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.1 $383k +4% 12k 32.75
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $376k NEW 14k 27.38
Ishares Tr Glb Cnsm Stp Etf (KXI) 0.1 $357k -7% 6.5k 55.32
Veeva Sys Cl A Com (VEEV) 0.1 $337k NEW 1.2k 281.07
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $332k -5% 12k 28.11
Spdr Ser Tr Spdr Bloomberg (BIL) 0.1 $327k +57% 3.6k 91.65
Brixmor Prty (BRX) 0.1 $325k +77% 28k 11.69
Federal Rlty Invt Tr Sh Ben Int New (FRT) 0.1 $316k +27% 4.3k 73.54
Ishares Tr Core Div Grwth (DGRO) 0.1 $315k -49% 7.9k 39.75
Dbx Etf Tr Xtrack Msci Eafe (HDEF) 0.1 $314k +7% 15k 20.36
JPMorgan Chase & Co. (JPM) 0.1 $299k -71% 3.1k 96.33
Lululemon Athletica (LULU) 0.1 $294k -49% 893.00 329.23
Novartis Sponsored Adr (NVS) 0.1 $289k 3.3k 86.92
Intuitive Surgical Com New (ISRG) 0.1 $288k +14% 406.00 709.36
Sba Communications Corp Cl A (SBAC) 0.1 $287k 900.00 318.89
First Tr Morningstar Divid L SHS (FDL) 0.1 $280k -2% 11k 26.02
Dollar General (DG) 0.1 $277k -9% 1.3k 209.53
Dex (DXCM) 0.1 $274k NEW 665.00 412.03
Las Vegas Sands (LVS) 0.1 $274k NEW 5.9k 46.60
Zoetis Cl A (ZTS) 0.1 $271k NEW 1.6k 165.24
Medical Properties Trust (MPW) 0.1 $270k -26% 15k 17.60
Alphabet Cap Stk Cl C (GOOG) 0.1 $265k -5% 180.00 1472.22
Qualcomm (QCOM) 0.1 $259k -29% 2.2k 117.89
Moody's Corporation (MCO) 0.1 $255k -65% 881.00 289.44
Public Storage (PSA) 0.1 $250k -2% 1.1k 222.82
Adobe Systems Incorporated (ADBE) 0.1 $240k NEW 490.00 489.80
International Bancshares Corporation (IBOC) 0.1 $239k -6% 9.2k 26.05
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $239k -19% 3.0k 78.90
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $235k -36% 2.1k 112.23
Valero Energy Corporation (VLO) 0.1 $234k -16% 5.4k 43.31
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $233k NEW 2.1k 110.79
Mag Silver Corp (MAG) 0.1 $232k NEW 14k 16.27
Seabridge Gold (SA) 0.1 $231k NEW 12k 18.80
Vici Pptys (VICI) 0.1 $226k NEW 9.7k 23.42
Waste Management (WM) 0.1 $226k -53% 2.0k 113.00
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.1 $224k +7% 4.7k 47.20
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $217k -58% 2.7k 79.90
Glaxosmithkline Sponsored Adr (GSK) 0.1 $212k +6% 5.6k 37.64
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $211k -9% 5.2k 40.97
Starbucks Corporation (SBUX) 0.1 $211k NEW 2.5k 85.95
American Campus Communities (ACC) 0.1 $210k NEW 6.0k 35.00
Wheaton Precious Metals Corp (WPM) 0.1 $207k NEW 4.2k 48.96
Pan American Silver Corp Can (PAAS) 0.1 $203k NEW 6.3k 32.17
Corecivic (CXW) 0.1 $185k +46% 23k 7.99
Pennantpark Floating Rate Capi (PFLT) 0.1 $166k NEW 20k 8.42
Prospect Capital Corporation (PSEC) 0.0 $140k +26% 28k 5.02

Past Filings by Teamwork Financial Advisors

SEC 13F filings are viewable for Teamwork Financial Advisors going back to 2019