Teamwork Financial Advisors
Latest statistics and disclosures from Teamwork Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AMZN, NVDA, BIL, CGDV, and represent 18.11% of Teamwork Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: KLAC (+$18M), BIL (+$15M), LLY (+$13M), UNH (+$12M), NOW (+$12M), PM (+$12M), MP (+$11M), CF (+$10M), SPCX (+$8.0M), ORCL (+$8.0M).
- Started 23 new stock positions in PFE, SYY, QQQM, VGT, ASTS, NTRA, SMH, PAAA, CF, CRWV. MS, SOXX, IWM, CSCO, LLY, DELL, MA, SNOW, IUSV, MRVL, BNDX, SPCX, MP.
- Reduced shares in these 10 stocks: AMD (-$28M), CRWD (-$21M), CVX (-$10M), PPG (-$9.3M), RDDT (-$6.8M), NOC (-$5.6M), NVDA (-$5.0M), NVO, AMZN, PANW.
- Sold out of its positions in ABT, DVN, EOG, EOSE, FDX, F, IUSG, MCD, PPG, RDDT. RBRK, SPGI, HYMB, XLV, UPS, VUG, VTV, GRMN.
- Teamwork Financial Advisors was a net buyer of stock by $19M.
- Teamwork Financial Advisors has $1.1B in assets under management (AUM), dropping by 16.45%.
- Central Index Key (CIK): 0001629931
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Portfolio Holdings for Teamwork Financial Advisors
Teamwork Financial Advisors holds 184 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.6 | $51M | 175k | 289.36 |
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| Amazon (AMZN) | 4.2 | $46M | -7% | 194k | 238.34 |
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| NVIDIA Corporation Call Option (NVDA) | 3.4 | $37M | -11% | 187k | 200.09 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 3.4 | $37M | +64% | 406k | 91.64 |
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| Capital Group Dividend Value Shs Creat Unit (CGDV) | 2.5 | $28M | +4% | 570k | 49.28 |
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| Tidal Trust Iii Fund Gra Mid Etf (GRNJ) | 2.4 | $26M | +3% | 826k | 31.44 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $25M | 69k | 357.37 |
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| Advanced Micro Devices (AMD) | 2.2 | $24M | -53% | 42k | 580.91 |
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| Spdr Series Trust St Str Sp Aero (XAR) | 2.2 | $24M | +12% | 85k | 283.79 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 2.2 | $24M | +12% | 403k | 58.92 |
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| Microsoft Corporation (MSFT) | 2.1 | $23M | -4% | 63k | 373.03 |
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| Robinhood Mkts Com Cl A (HOOD) | 2.0 | $22M | 221k | 100.28 |
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| Pacer Fds Tr Developed Mrkt (ICOW) | 1.9 | $21M | +9% | 499k | 41.63 |
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| Kla Corp Com New (KLAC) | 1.9 | $21M | +698% | 69k | 301.71 |
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| Meta Platforms Cl A (META) | 1.9 | $20M | +8% | 36k | 563.33 |
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| Tesla Motors (TSLA) | 1.8 | $20M | +6% | 48k | 420.60 |
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| Ge Vernova (GEV) | 1.7 | $19M | -15% | 16k | 1174.87 |
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| Exxon Mobil Corporation Call Option (XOM) | 1.7 | $18M | 134k | 136.72 |
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| Arista Networks Com Shs (ANET) | 1.6 | $18M | -11% | 105k | 169.88 |
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| Quanta Services (PWR) | 1.5 | $17M | -15% | 23k | 720.04 |
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| JPMorgan Chase & Co. Call Option (JPM) | 1.5 | $17M | -6% | 50k | 327.33 |
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| Caterpillar (CAT) | 1.4 | $16M | -13% | 15k | 1064.88 |
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| Servicenow (NOW) | 1.4 | $15M | +389% | 155k | 99.28 |
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| Broadcom Call Option (AVGO) | 1.3 | $15M | -10% | 38k | 377.75 |
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| Ge Aerospace Com New (GE) | 1.3 | $14M | +4% | 38k | 373.73 |
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| Costco Wholesale Corporation (COST) | 1.3 | $14M | 15k | 935.42 |
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| Deere & Company Call Option (DE) | 1.2 | $14M | +17% | 22k | 634.33 |
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| Goldman Sachs (GS) | 1.2 | $14M | -5% | 14k | 1011.38 |
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| Netflix (NFLX) | 1.2 | $14M | +2% | 188k | 71.40 |
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| PNC Financial Services Call Option (PNC) | 1.2 | $13M | +11% | 55k | 246.22 |
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| American Express Company Call Option (AXP) | 1.2 | $13M | +2% | 39k | 338.25 |
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| Monster Beverage Corp (MNST) | 1.2 | $13M | -2% | 136k | 96.12 |
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| UnitedHealth (UNH) | 1.2 | $13M | +1854% | 31k | 415.64 |
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| Eli Lilly & Co. (LLY) | 1.2 | $13M | NEW | 11k | 1199.43 |
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| Eaton Corp SHS (ETN) | 1.1 | $13M | -7% | 30k | 426.12 |
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| Texas Pacific Land Corp (TPL) | 1.1 | $13M | +94% | 29k | 437.64 |
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| Palantir Technologies Cl A Call Option (PLTR) | 1.1 | $13M | +4% | 108k | 116.67 |
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| Packaging Corporation of America (PKG) | 1.1 | $12M | +13% | 52k | 238.28 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 1.1 | $12M | +22% | 106k | 117.09 |
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| Bank of New York Mellon Corporation (BNY) | 1.1 | $12M | -15% | 84k | 144.61 |
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| TJX Companies Call Option (TJX) | 1.1 | $12M | +6% | 79k | 151.50 |
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| Union Pacific Corporation (UNP) | 1.1 | $12M | +9% | 44k | 272.00 |
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| Philip Morris International (PM) | 1.1 | $12M | +2662% | 66k | 180.91 |
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| Vistra Energy Call Option (VST) | 1.1 | $12M | -2% | 75k | 158.63 |
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| Cadence Design Systems Call Option (CDNS) | 1.1 | $12M | -21% | 31k | 375.32 |
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| Air Products & Chemicals (APD) | 1.1 | $12M | -2% | 40k | 293.18 |
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| Oneok Call Option (OKE) | 1.0 | $11M | 128k | 86.94 |
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| Mp Materials Corp Com Cl A (MP) | 1.0 | $11M | NEW | 190k | 56.01 |
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| Oracle Corporation (ORCL) | 0.9 | $10M | +330% | 71k | 146.55 |
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| CF Industries Holdings (CF) | 0.9 | $10M | NEW | 93k | 108.26 |
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| Tidal Trust I Fund Gran Us Etf (GRNY) | 0.8 | $8.5M | 309k | 27.65 |
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| Visa Com Cl A (V) | 0.8 | $8.4M | +3% | 24k | 343.08 |
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| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.8 | $8.3M | +5% | 157k | 53.09 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.7 | $8.2M | -5% | 17k | 477.58 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.7 | $8.0M | NEW | 47k | 170.86 |
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| Neos Etf Trust Nasdaq 100 High (QQQI) | 0.7 | $7.4M | 130k | 56.79 |
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| Micron Technology (MU) | 0.6 | $6.4M | +50% | 5.5k | 1154.29 |
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| Valero Energy Corporation (VLO) | 0.5 | $6.0M | 23k | 260.45 |
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| Alphabet Cap Stk Cl C Call Option (GOOG) | 0.5 | $5.7M | -14% | 16k | 353.33 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.4 | $4.8M | +7% | 26k | 185.23 |
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| Sofi Technologies (SOFI) | 0.4 | $4.5M | +17% | 250k | 17.93 |
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| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.4 | $4.4M | +5% | 87k | 50.50 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $3.9M | 70k | 56.48 |
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| Enterprise Products Partners (EPD) | 0.3 | $3.5M | -14% | 94k | 36.76 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.3 | $3.4M | -17% | 64k | 53.61 |
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| Lithium Amers Corp Com Shs (LAC) | 0.3 | $3.4M | +3% | 893k | 3.85 |
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| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.3 | $3.4M | +2% | 46k | 73.66 |
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| Applied Materials (AMAT) | 0.3 | $3.3M | +71% | 4.6k | 723.05 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $3.3M | +16% | 16k | 205.02 |
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| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.3 | $3.3M | 81k | 40.15 |
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| Berkshire Hathaway Inc Del Cl B New Call Option (BRK.B) | 0.3 | $3.2M | -11% | 6.5k | 500.39 |
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| Natera (NTRA) | 0.3 | $2.9M | NEW | 11k | 271.45 |
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| First Tr Exchange-traded SHS (FDL) | 0.2 | $2.7M | +4% | 56k | 48.66 |
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| Tidal Trust I Sofi Select 500 (SFY) | 0.2 | $2.7M | -3% | 18k | 148.87 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $2.6M | -88% | 3.4k | 763.14 |
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| Spdr Series Trust St Str P500etf (SPYM) | 0.2 | $2.3M | 26k | 87.88 |
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| Diamondback Energy (FANG) | 0.2 | $2.2M | -23% | 13k | 175.79 |
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| Uber Technologies (UBER) | 0.2 | $2.2M | -6% | 31k | 72.16 |
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| salesforce (CRM) | 0.2 | $2.0M | +17% | 13k | 156.66 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $2.0M | 64k | 31.71 |
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| Pacer Fds Tr Metaurus Cap 400 (QDPL) | 0.2 | $1.9M | +6% | 43k | 45.07 |
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| Astera Labs (ALAB) | 0.2 | $1.9M | -37% | 4.0k | 483.02 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.9M | 2.7k | 686.94 |
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| Pacer Fds Tr Data & Digi Revo (TRFK) | 0.2 | $1.8M | +3% | 17k | 106.70 |
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| Uipath Cl A (PATH) | 0.2 | $1.8M | +6% | 165k | 10.87 |
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| Bitmine Immersion Techs Com New (BMNR) | 0.2 | $1.8M | +38% | 134k | 13.31 |
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| Nebius Group Shs Class A (NBIS) | 0.2 | $1.7M | -35% | 6.3k | 276.17 |
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| Tema Etf Trust Electrification (VOLT) | 0.2 | $1.7M | +3% | 41k | 41.89 |
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| Strategy Cl A New (MSTR) | 0.2 | $1.7M | +25% | 20k | 86.93 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $1.7M | +4% | 22k | 75.79 |
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| Chevron Corporation Call Option (CVX) | 0.1 | $1.6M | -86% | 9.7k | 165.76 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $1.5M | -78% | 3.0k | 509.34 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.5M | 2.0k | 736.81 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $1.4M | +2% | 23k | 61.46 |
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| MercadoLibre (MELI) | 0.1 | $1.2M | +52% | 732.00 | 1697.39 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.2M | -36% | 1.6k | 748.89 |
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| Coreweave Com Cl A (CRWV) | 0.1 | $1.1M | NEW | 11k | 99.54 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $1.1M | +392% | 39k | 27.41 |
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| SYSCO Corporation (SYY) | 0.1 | $1.1M | NEW | 13k | 83.58 |
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| Iren Ordinary Shares (IREN) | 0.1 | $1.0M | +28% | 22k | 45.73 |
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| Realty Income (O) | 0.1 | $983k | +8% | 16k | 61.96 |
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| Ishares Us Pwr Infra Etf (POWR) | 0.1 | $875k | -2% | 31k | 27.96 |
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| Omega Healthcare Investors (OHI) | 0.1 | $859k | 18k | 47.68 |
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| Palo Alto Networks (PANW) | 0.1 | $748k | -83% | 2.2k | 341.02 |
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| Vici Pptys (VICI) | 0.1 | $711k | +8% | 27k | 26.55 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $710k | 357.00 | 1989.85 |
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| International Business Machines (IBM) | 0.1 | $660k | +4% | 2.3k | 281.22 |
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| Wal-Mart Stores (WMT) | 0.1 | $647k | -4% | 5.7k | 113.27 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $584k | 1.7k | 342.84 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $561k | +12% | 751.00 | 747.20 |
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| Caci Intl Cl A (CACI) | 0.1 | $557k | 1.2k | 463.26 |
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| Dell Technologies CL C (DELL) | 0.0 | $549k | NEW | 1.3k | 431.46 |
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| Rocket Lab Corp (RKLB) | 0.0 | $544k | 5.4k | 101.65 |
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| Altria (MO) | 0.0 | $541k | 7.5k | 71.95 |
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| Home Depot (HD) | 0.0 | $537k | +64% | 1.5k | 352.79 |
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| Epr Pptys Com Sh Ben Int (EPR) | 0.0 | $537k | -3% | 9.3k | 58.01 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $526k | +9% | 1.4k | 368.38 |
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| Verizon Communications (VZ) | 0.0 | $519k | 12k | 42.34 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.0 | $517k | +10% | 11k | 45.34 |
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| Abbvie (ABBV) | 0.0 | $505k | 2.0k | 251.51 |
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| Wp Carey (WPC) | 0.0 | $496k | -3% | 6.9k | 71.51 |
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| Phillips 66 (PSX) | 0.0 | $495k | 2.9k | 169.07 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $492k | -4% | 3.1k | 158.03 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $469k | -4% | 3.2k | 148.30 |
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| At&t (T) | 0.0 | $467k | -2% | 23k | 20.70 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 0.0 | $465k | 3.9k | 118.99 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.0 | $453k | 6.3k | 72.28 |
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| Iron Mountain (IRM) | 0.0 | $453k | 3.6k | 126.34 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $451k | -16% | 8.5k | 53.11 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $450k | -16% | 7.2k | 62.20 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $443k | 1.8k | 246.21 |
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| Kinder Morgan (KMI) | 0.0 | $437k | 14k | 31.97 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $415k | -2% | 5.5k | 75.51 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $407k | -9% | 1.0k | 397.68 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $407k | -2% | 1.7k | 236.59 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $401k | +6% | 12k | 33.84 |
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| Johnson & Johnson (JNJ) | 0.0 | $398k | +3% | 1.6k | 253.97 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $398k | -2% | 7.7k | 51.85 |
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| Enbridge (ENB) | 0.0 | $379k | +16% | 7.0k | 54.21 |
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| Live Nation Entertainment (LYV) | 0.0 | $374k | 2.0k | 183.11 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $371k | -37% | 855.00 | 433.33 |
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| Amgen (AMGN) | 0.0 | $362k | -89% | 1.0k | 362.12 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $362k | -8% | 979.00 | 369.84 |
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| Cloudflare Cl A Com (NET) | 0.0 | $332k | -79% | 1.4k | 245.28 |
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| Woodward Governor Company (WWD) | 0.0 | $324k | -6% | 762.00 | 425.44 |
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| Axon Enterprise (AXON) | 0.0 | $322k | -31% | 575.00 | 560.61 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.0 | $319k | 6.3k | 50.66 |
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| Cisco Systems (CSCO) | 0.0 | $315k | NEW | 2.7k | 117.47 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $315k | -3% | 17k | 19.12 |
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| Boeing Company (BA) | 0.0 | $309k | 1.4k | 216.47 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $293k | -4% | 575.00 | 509.42 |
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| Snowflake Com Shs (SNOW) | 0.0 | $283k | NEW | 1.1k | 254.50 |
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| Emerson Electric (EMR) | 0.0 | $268k | -92% | 1.9k | 143.15 |
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| Qualcomm (QCOM) | 0.0 | $265k | -33% | 1.4k | 184.72 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $261k | -39% | 1.4k | 190.50 |
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| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $259k | NEW | 2.9k | 88.86 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $258k | NEW | 2.2k | 119.51 |
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| Sentinelone Cl A (S) | 0.0 | $253k | +2% | 15k | 16.97 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $252k | NEW | 393.00 | 640.85 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $251k | -30% | 2.1k | 117.28 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $250k | NEW | 5.2k | 48.43 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $245k | NEW | 374.00 | 655.04 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $244k | -94% | 5.1k | 47.94 |
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| British Amern Tob Sponsored Adr (BTI) | 0.0 | $244k | 3.9k | 61.76 |
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| Atmos Energy Corporation (ATO) | 0.0 | $232k | 1.3k | 172.27 |
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| Martin Marietta Materials (MLM) | 0.0 | $232k | 402.00 | 576.70 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $231k | 4.3k | 53.47 |
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| Marvell Technology (MRVL) | 0.0 | $230k | NEW | 772.00 | 297.89 |
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| Pepsi (PEP) | 0.0 | $227k | -18% | 1.7k | 135.38 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $225k | +353% | 2.6k | 87.91 |
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| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.0 | $220k | -10% | 2.1k | 107.13 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $220k | 3.9k | 56.33 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $219k | NEW | 730.00 | 300.45 |
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| Coca-Cola Company (KO) | 0.0 | $214k | -18% | 2.6k | 81.29 |
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| Pfizer (PFE) | 0.0 | $212k | NEW | 8.8k | 24.08 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $212k | NEW | 700.00 | 302.97 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $212k | -8% | 1.1k | 189.73 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $211k | NEW | 1.9k | 110.15 |
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| Morgan Stanley Com New (MS) | 0.0 | $207k | NEW | 992.00 | 209.04 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $205k | 2.2k | 92.27 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $204k | NEW | 398.00 | 513.27 |
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| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.0 | $200k | NEW | 3.9k | 51.27 |
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| Owl Rock Capital Corporation (OBDC) | 0.0 | $125k | +5% | 12k | 10.87 |
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| Fathom Holdings (FTHM) | 0.0 | $13k | 12k | 1.01 |
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Past Filings by Teamwork Financial Advisors
SEC 13F filings are viewable for Teamwork Financial Advisors going back to 2019
- Teamwork Financial Advisors 2026 Q2 filed July 8, 2026
- Teamwork Financial Advisors 2026 Q1 filed April 9, 2026
- Teamwork Financial Advisors 2025 Q4 filed Jan. 9, 2026
- Teamwork Financial Advisors 2025 Q3 filed Oct. 8, 2025
- Teamwork Financial Advisors 2025 Q2 filed July 7, 2025
- Teamwork Financial Advisors 2025 Q1 filed April 10, 2025
- Teamwork Financial Advisors 2024 Q4 filed Jan. 17, 2025
- Teamwork Financial Advisors 2024 Q3 filed Oct. 16, 2024
- Teamwork Financial Advisors 2024 Q2 filed Aug. 6, 2024
- Teamwork Financial Advisors 2024 Q1 filed April 19, 2024
- Teamwork Financial Advisors 2023 Q4 filed Jan. 19, 2024
- Teamwork Financial Advisors 2023 Q3 filed Oct. 31, 2023
- Teamwork Financial Advisors 2023 Q2 filed July 17, 2023
- Teamwork Financial Advisors 2023 Q1 filed April 6, 2023
- Teamwork Financial Advisors 2022 Q4 filed Jan. 17, 2023
- Teamwork Financial Advisors 2022 Q3 filed Oct. 12, 2022