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, MSFT, CGDV, and represent 18.29% of Teamwork Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: GRNJ (+$20M), ICOW (+$19M), PAVE (+$18M), XAR (+$18M), CVX (+$13M), APD (+$12M), OKE (+$12M), UNP (+$9.8M), PKG (+$9.7M), NOC (+$9.5M).
- Started 25 new stock positions in NOC, PKG, BMNR, IUSG, PAVE, TPL, ICOW, POWR, UNP, GRNJ.
- Reduced shares in these 10 stocks: LRCX (-$20M), COWG (-$19M), , EMR (-$12M), SPGI (-$12M), NET (-$12M), AXON (-$10M), PANW (-$9.4M), GEV (-$8.1M), PWR (-$6.4M).
- Sold out of its positions in CME, EXPE, GWW, ETH, IBIT, ETHA, MA, PAAA, PYPL, PFLT. PFE, SCHV, SNOW, TTD, TDG, SMH, VHT, VGT, WTW.
- Teamwork Financial Advisors was a net seller of stock by $-11M.
- Teamwork Financial Advisors has $946M in assets under management (AUM), dropping by -4.44%.
- Central Index Key (CIK): 0001629931
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Portfolio Holdings for Teamwork Financial Advisors
Teamwork Financial Advisors holds 179 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Call Option (AAPL) | 4.8 | $45M | -6% | 177k | 253.79 |
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| Amazon (AMZN) | 4.6 | $44M | -4% | 210k | 208.27 |
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| NVIDIA Corporation Call Option (NVDA) | 3.9 | $37M | 212k | 174.40 |
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| Microsoft Corporation (MSFT) | 2.5 | $24M | 65k | 370.17 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 2.4 | $23M | 545k | 42.54 |
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| Exxon Mobil Corporation Call Option (XOM) | 2.4 | $23M | 134k | 169.66 |
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| Spdr Series Trust State Street Spd (BIL) | 2.4 | $23M | -15% | 246k | 91.64 |
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| Tidal Trust Iii Fundstrat Granny (GRNJ) | 2.1 | $20M | NEW | 801k | 25.01 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $20M | -8% | 68k | 287.56 |
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| Pacer Fds Tr Developed Mrkt (ICOW) | 2.0 | $19M | NEW | 457k | 42.44 |
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| Meta Platforms Cl A (META) | 2.0 | $19M | -9% | 34k | 572.13 |
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| Spdr Series Trust State Street Spd (XAR) | 2.0 | $19M | +2180% | 75k | 253.98 |
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| Advanced Micro Devices (AMD) | 1.9 | $18M | +9% | 90k | 203.43 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 1.9 | $18M | NEW | 359k | 50.81 |
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| Netflix Call Option (NFLX) | 1.9 | $18M | +23% | 184k | 96.15 |
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| Tesla Motors Call Option (TSLA) | 1.8 | $17M | -11% | 45k | 371.75 |
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| Ge Vernova (GEV) | 1.7 | $16M | -33% | 19k | 872.91 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $16M | -7% | 54k | 294.16 |
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| Costco Wholesale Corporation (COST) | 1.6 | $15M | -13% | 15k | 996.48 |
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| Robinhood Mkts Com Cl A Call Option (HOOD) | 1.6 | $15M | +68% | 221k | 69.30 |
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| Quanta Services (PWR) | 1.6 | $15M | -29% | 28k | 549.02 |
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| Palantir Technologies Cl A (PLTR) | 1.6 | $15M | 103k | 146.28 |
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| Chevron Corporation (CVX) | 1.6 | $15M | +758% | 72k | 206.90 |
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| Arista Networks Com Shs (ANET) | 1.5 | $15M | -13% | 119k | 122.78 |
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| Broadcom Call Option (AVGO) | 1.4 | $13M | -4% | 43k | 309.51 |
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| Kla Corp Com New (KLAC) | 1.3 | $13M | -26% | 8.6k | 1472.52 |
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| Crowdstrike Hldgs Cl A Call Option (CRWD) | 1.3 | $12M | -7% | 31k | 390.41 |
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| Caterpillar (CAT) | 1.3 | $12M | -31% | 17k | 708.48 |
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| Goldman Sachs Call Option (GS) | 1.3 | $12M | -18% | 14k | 845.99 |
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| Air Products & Chemicals Call Option (APD) | 1.3 | $12M | NEW | 41k | 290.49 |
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| TJX Companies Call Option (TJX) | 1.3 | $12M | -12% | 74k | 159.70 |
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| Bank of New York Mellon Corporation (BK) | 1.2 | $12M | -16% | 99k | 118.63 |
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| American Express Company Call Option (AXP) | 1.2 | $12M | -3% | 38k | 302.48 |
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| Vistra Energy (VST) | 1.2 | $12M | -2% | 77k | 150.33 |
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| Oneok (OKE) | 1.2 | $12M | NEW | 127k | 90.39 |
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| Eaton Corp SHS (ETN) | 1.2 | $11M | -11% | 32k | 357.67 |
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| Cadence Design Systems (CDNS) | 1.2 | $11M | 40k | 277.87 |
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| Deere & Company (DE) | 1.1 | $10M | -27% | 18k | 563.31 |
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| Ge Aerospace Com New (GE) | 1.1 | $10M | -16% | 36k | 283.77 |
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| PNC Financial Services (PNC) | 1.1 | $10M | -25% | 49k | 208.09 |
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| Monster Beverage Corp (MNST) | 1.1 | $10M | -22% | 140k | 72.46 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 1.1 | $10M | +10% | 86k | 116.29 |
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| Union Pacific Corporation (UNP) | 1.0 | $9.8M | NEW | 40k | 242.62 |
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| Packaging Corporation of America (PKG) | 1.0 | $9.7M | NEW | 46k | 212.22 |
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| Northrop Grumman Corporation (NOC) | 1.0 | $9.5M | NEW | 14k | 682.25 |
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| PPG Industries (PPG) | 1.0 | $9.3M | NEW | 87k | 106.88 |
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| Tidal Trust I Fundstrat Granny (GRNY) | 0.8 | $7.4M | -22% | 309k | 23.87 |
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| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.8 | $7.3M | -16% | 148k | 49.37 |
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| Visa Com Cl A (V) | 0.8 | $7.1M | +191% | 24k | 302.24 |
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| Texas Pacific Land Corp (TPL) | 0.7 | $7.0M | NEW | 15k | 474.56 |
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| Reddit Cl A (RDDT) | 0.7 | $6.8M | NEW | 51k | 134.65 |
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| Neos Etf Trust Nasdaq 100 High (QQQI) | 0.7 | $6.5M | -21% | 131k | 49.69 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.6 | $6.1M | -4% | 18k | 337.96 |
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| Valero Energy Corporation (VLO) | 0.6 | $5.7M | 23k | 247.08 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $5.4M | +17% | 19k | 286.85 |
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| Enterprise Products Partners (EPD) | 0.4 | $4.2M | 111k | 37.84 |
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| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.4 | $4.0M | +4% | 82k | 48.71 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $3.9M | -30% | 69k | 56.68 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.4 | $3.9M | +85% | 24k | 161.73 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.4 | $3.9M | +18% | 78k | 49.37 |
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| Novo-nordisk A S Adr (NVO) | 0.4 | $3.7M | 100k | 36.75 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $3.5M | -11% | 7.3k | 479.20 |
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| Emerson Electric (EMR) | 0.4 | $3.5M | -77% | 27k | 131.02 |
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| Amgen (AMGN) | 0.4 | $3.5M | +902% | 9.8k | 351.85 |
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| Lithium Amers Corp Com Shs (LAC) | 0.4 | $3.4M | +126% | 860k | 3.95 |
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| Sofi Technologies (SOFI) | 0.4 | $3.4M | -53% | 213k | 15.88 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $3.3M | +11% | 14k | 243.08 |
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| Servicenow (NOW) | 0.3 | $3.3M | +1548% | 32k | 104.55 |
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| Diamondback Energy Call Option (FANG) | 0.3 | $3.3M | -7% | 17k | 197.79 |
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| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.3 | $3.3M | +8% | 44k | 73.94 |
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| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.3 | $2.8M | -87% | 83k | 33.74 |
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| First Tr Exchange-traded SHS (FDL) | 0.3 | $2.7M | +4% | 54k | 50.80 |
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| Oracle Corporation (ORCL) | 0.3 | $2.4M | -7% | 17k | 147.11 |
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| Uber Technologies (UBER) | 0.2 | $2.4M | +26% | 33k | 71.93 |
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| Tidal Trust I Sofi Select 500 (SFY) | 0.2 | $2.3M | -7% | 19k | 124.82 |
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| Palo Alto Networks (PANW) | 0.2 | $2.2M | -81% | 14k | 160.32 |
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| salesforce (CRM) | 0.2 | $2.1M | +26% | 11k | 186.67 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.2 | $2.0M | -2% | 26k | 76.54 |
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| Strategy Cl A New (MSTR) | 0.2 | $1.9M | +191% | 16k | 124.80 |
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| Bitmine Immersion Tecnologie Com New (BMNR) | 0.2 | $1.9M | NEW | 97k | 19.78 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $1.9M | +3% | 63k | 30.68 |
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| EOG Resources (EOG) | 0.2 | $1.9M | -20% | 13k | 144.57 |
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| Uipath Cl A (PATH) | 0.2 | $1.7M | +43% | 156k | 11.10 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.7M | +59% | 2.5k | 653.21 |
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| Abbott Laboratories (ABT) | 0.2 | $1.6M | +527% | 16k | 102.67 |
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| Pacer Fds Tr Metaurus Cap 400 (QDPL) | 0.2 | $1.6M | +7% | 40k | 40.14 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.6M | -2% | 2.7k | 597.80 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $1.5M | +7% | 21k | 70.18 |
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| Cloudflare Cl A Com (NET) | 0.1 | $1.4M | -89% | 6.8k | 206.34 |
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| Tema Etf Trust Electrification (VOLT) | 0.1 | $1.4M | NEW | 40k | 34.24 |
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| Micron Technology (MU) | 0.1 | $1.2M | -18% | 3.7k | 337.84 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $1.2M | -13% | 22k | 55.52 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.2M | -5% | 2.0k | 577.50 |
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| Garmin SHS (GRMN) | 0.1 | $1.1M | +9% | 4.8k | 232.03 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $1.1M | 8.0k | 135.73 |
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| Pacer Fds Tr Data & Digi Revo (TRFK) | 0.1 | $1.0M | 17k | 62.24 |
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| Nebius Group Shs Class A (NBIS) | 0.1 | $1.0M | +9% | 9.8k | 103.76 |
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| Applied Materials (AMAT) | 0.1 | $911k | -19% | 2.7k | 341.81 |
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| Realty Income (O) | 0.1 | $893k | +6% | 15k | 61.18 |
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| Ishares Us Power Infrast (POWR) | 0.1 | $840k | NEW | 32k | 26.23 |
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| MercadoLibre (MELI) | 0.1 | $832k | -10% | 481.00 | 1729.02 |
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| Rubrik Cl A (RBRK) | 0.1 | $815k | +105% | 17k | 48.97 |
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| Omega Healthcare Investors (OHI) | 0.1 | $784k | 18k | 43.82 |
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| Wal-Mart Stores (WMT) | 0.1 | $743k | -24% | 6.0k | 124.29 |
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| Astera Labs (ALAB) | 0.1 | $695k | +7% | 6.3k | 109.60 |
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| Vici Pptys (VICI) | 0.1 | $677k | +30% | 25k | 27.32 |
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| At&t (T) | 0.1 | $671k | +5% | 23k | 28.99 |
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| Caci Intl Cl A (CACI) | 0.1 | $654k | 1.2k | 543.87 |
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| Verizon Communications (VZ) | 0.1 | $624k | 12k | 50.20 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $622k | +26% | 10k | 61.26 |
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| Iren Ordinary Shares (IREN) | 0.1 | $582k | NEW | 17k | 34.28 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $559k | +41% | 1.3k | 430.29 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $544k | -20% | 8.7k | 62.56 |
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| International Business Machines (IBM) | 0.1 | $543k | +3% | 2.2k | 242.39 |
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| Phillips 66 (PSX) | 0.1 | $532k | 2.9k | 182.15 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $521k | -34% | 1.1k | 460.99 |
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| Altria (MO) | 0.1 | $498k | 7.5k | 66.00 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $497k | 5.6k | 88.16 |
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| Wp Carey (WPC) | 0.1 | $490k | +3% | 7.2k | 67.96 |
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| Epr Pptys Com Sh Ben Int (EPR) | 0.1 | $481k | +7% | 9.6k | 49.96 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $480k | -6% | 3.2k | 148.10 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $474k | 359.00 | 1321.10 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $474k | +10% | 10k | 45.89 |
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| Kinder Morgan (KMI) | 0.0 | $459k | 14k | 33.53 |
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| UnitedHealth (UNH) | 0.0 | $434k | -86% | 1.6k | 270.59 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $433k | 666.00 | 650.76 |
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| Abbvie (ABBV) | 0.0 | $429k | 2.0k | 217.42 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $414k | -5% | 7.9k | 52.64 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $410k | -3% | 3.3k | 124.30 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $408k | 1.7k | 240.03 |
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| Philip Morris International (PM) | 0.0 | $393k | 2.4k | 165.34 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $386k | -3% | 3.9k | 97.91 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.0 | $383k | 6.3k | 61.32 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $378k | -2% | 1.8k | 215.07 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $370k | 1.8k | 205.80 |
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| Johnson & Johnson (JNJ) | 0.0 | $369k | +4% | 1.5k | 244.44 |
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| Iron Mountain (IRM) | 0.0 | $366k | -19% | 3.6k | 102.14 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $364k | +14% | 603.00 | 604.23 |
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| Spdr Series Trust State Street Spd (HYMB) | 0.0 | $361k | -21% | 15k | 24.80 |
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| Axon Enterprise (AXON) | 0.0 | $358k | -96% | 844.00 | 424.69 |
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| Rocket Lab Corp (RKLB) | 0.0 | $344k | -54% | 5.4k | 64.22 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $343k | +66% | 1.1k | 320.82 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $335k | +18% | 3.1k | 108.98 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $328k | -8% | 17k | 19.30 |
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| Enbridge (ENB) | 0.0 | $326k | -3% | 6.0k | 54.14 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $324k | 11k | 29.13 |
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| Pepsi (PEP) | 0.0 | $321k | -84% | 2.1k | 155.27 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.0 | $314k | 6.3k | 49.99 |
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| Live Nation Entertainment (LYV) | 0.0 | $313k | -24% | 2.1k | 152.51 |
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| Home Depot (HD) | 0.0 | $305k | 926.00 | 328.93 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $302k | +61% | 2.3k | 132.89 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $299k | NEW | 4.4k | 68.14 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $293k | -98% | 1.4k | 213.66 |
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| Woodward Governor Company (WWD) | 0.0 | $291k | 812.00 | 357.92 |
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| Boeing Company (BA) | 0.0 | $284k | 1.4k | 199.03 |
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| Qualcomm (QCOM) | 0.0 | $280k | -83% | 2.2k | 128.78 |
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| S&p Global (SPGI) | 0.0 | $279k | -97% | 656.00 | 425.34 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $271k | NEW | 620.00 | 436.79 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $256k | +12% | 2.3k | 110.86 |
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| Atmos Energy Corporation (ATO) | 0.0 | $249k | 1.3k | 184.72 |
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| Coca-Cola Company (KO) | 0.0 | $245k | NEW | 3.2k | 76.07 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $237k | 1.2k | 192.95 |
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| Martin Marietta Materials (MLM) | 0.0 | $236k | 400.00 | 588.68 |
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| British Amern Tob Sponsored Adr (BTI) | 0.0 | $231k | 3.9k | 58.47 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $228k | NEW | 1.5k | 155.11 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $227k | NEW | 1.5k | 146.62 |
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| McDonald's Corporation (MCD) | 0.0 | $223k | +9% | 719.00 | 310.59 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $223k | 3.9k | 57.07 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $220k | NEW | 1.1k | 196.20 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $209k | -88% | 2.1k | 98.40 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $209k | -7% | 2.2k | 93.96 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $208k | 565.00 | 367.44 |
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| Devon Energy Corporation (DVN) | 0.0 | $205k | NEW | 4.1k | 50.32 |
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| FedEx Corporation (FDX) | 0.0 | $205k | NEW | 574.00 | 356.47 |
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| Sentinelone Cl A (S) | 0.0 | $187k | -88% | 15k | 12.88 |
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| Ford Motor Company (F) | 0.0 | $132k | NEW | 12k | 11.54 |
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| Owl Rock Capital Corporation (OBDC) | 0.0 | $120k | +3% | 11k | 11.06 |
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| Eos Energy Enterprises Com Cl A (EOSE) | 0.0 | $75k | NEW | 15k | 4.96 |
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| Fathom Holdings (FTHM) | 0.0 | $6.6k | 12k | 0.53 |
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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 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
- Teamwork Financial Advisors 2022 Q2 filed July 22, 2022