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 consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Teamwork Financial Advisors

Teamwork Financial Advisors holds 155 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon Call Option (AMZN) 6.6 $50M +23% 262k 190.26
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Apple (AAPL) 6.1 $46M -19% 205k 222.13
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J P Morgan Exchange Traded F Equity Premium (JEPI) 5.7 $43M +20% 754k 57.14
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NVIDIA Corporation Call Option (NVDA) 3.9 $29M +31% 271k 108.38
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 3.9 $29M +660% 558k 51.78
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 3.4 $26M +15% 468k 54.76
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Tesla Motors (TSLA) 2.9 $22M +39% 85k 259.16
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.8 $21M +502% 40k 532.58
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Arista Networks Com Shs (ANET) 2.7 $20M +22% 262k 77.48
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Select Sector Spdr Tr Indl (XLI) 2.7 $20M +7% 152k 131.07
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Meta Platforms Cl A Call Option (META) 2.6 $20M +20% 34k 576.36
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Spdr Gold Tr Gold Shs (GLD) 2.6 $19M NEW 67k 288.14
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Select Sector Spdr Tr Sbi Healthcare (XLV) 2.5 $19M NEW 131k 146.01
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JPMorgan Chase & Co. (JPM) 2.5 $19M +15% 77k 245.30
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.5 $19M +3% 205k 91.73
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 2.4 $18M NEW 680k 26.58
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Intuitive Surgical Com New Call Option (ISRG) 2.4 $18M -4% 36k 495.27
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Global X Fds Glb X Mlp Enrg I (MLPX) 2.3 $17M +755% 269k 63.81
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TransDigm Group Incorporated (TDG) 2.2 $17M -10% 12k 1383.29
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Costco Wholesale Corporation (COST) 2.2 $17M -15% 17k 945.82
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Microsoft Corporation Call Option (MSFT) 2.2 $16M -42% 44k 375.39
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Uber Technologies (UBER) 2.1 $16M +54% 216k 72.86
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Netflix (NFLX) 2.1 $15M -8% 17k 932.53
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Exxon Mobil Corporation Call Option (XOM) 1.8 $14M +57% 114k 118.93
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Abbvie (ABBV) 1.5 $11M +2060% 53k 209.52
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Alphabet Cap Stk Cl A (GOOGL) 1.1 $8.1M -54% 52k 154.64
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Tidal Etf Tr Fundstrat Granny (GRNY) 0.8 $5.9M 326k 18.18
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Diamondback Energy Call Option (FANG) 0.8 $5.8M -44% 36k 159.88
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Alphabet Cap Stk Cl C Call Option (GOOG) 0.8 $5.7M +115% 37k 156.23
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Advanced Micro Devices (AMD) 0.7 $5.6M +30% 55k 102.74
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Emerson Electric (EMR) 0.6 $4.9M +73% 45k 109.64
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Crowdstrike Hldgs Cl A Call Option (CRWD) 0.6 $4.4M -38% 12k 352.58
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Oracle Corporation (ORCL) 0.6 $4.3M -66% 31k 139.81
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Caterpillar Call Option (CAT) 0.5 $4.0M -12% 12k 329.80
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American Express Company (AXP) 0.5 $3.7M -23% 14k 269.08
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Select Sector Spdr Tr Financial (XLF) 0.5 $3.7M -83% 75k 49.81
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S&p Global (SPGI) 0.5 $3.6M 7.2k 508.13
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Palo Alto Networks (PANW) 0.5 $3.6M -28% 21k 170.64
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Axon Enterprise (AXON) 0.5 $3.5M -15% 6.7k 525.95
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Progressive Corporation (PGR) 0.5 $3.5M +64% 12k 283.01
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Garmin SHS (GRMN) 0.5 $3.5M 16k 217.14
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Abbott Laboratories (ABT) 0.5 $3.4M NEW 26k 132.65
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Cadence Design Systems (CDNS) 0.4 $3.3M -3% 13k 254.33
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Bank of New York Mellon Corporation (BK) 0.4 $3.2M +2% 38k 83.87
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Valero Energy Corporation (VLO) 0.4 $3.0M 23k 132.07
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Ge Vernova (GEV) 0.4 $3.0M NEW 9.8k 305.28
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Quanta Services (PWR) 0.4 $3.0M +23% 12k 254.18
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Paypal Holdings (PYPL) 0.4 $2.9M NEW 45k 65.25
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $2.9M +76% 103k 27.96
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Goldman Sachs (GS) 0.4 $2.8M +58% 5.2k 546.29
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Eaton Corp SHS (ETN) 0.4 $2.8M +100% 10k 271.83
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Microstrategy Cl A New (MSTR) 0.4 $2.8M +301% 9.7k 288.27
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Qualcomm (QCOM) 0.4 $2.8M NEW 18k 153.62
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Palantir Technologies Cl A (PLTR) 0.3 $2.6M +810% 30k 84.40
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Tidal Etf Tr Sofi Select 500 (SFY) 0.3 $2.5M -5% 25k 101.92
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Visa Com Cl A (V) 0.3 $2.5M -13% 7.1k 350.47
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Broadcom (AVGO) 0.3 $2.5M +87% 15k 167.43
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $2.5M +706% 15k 166.00
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Lithium Amers Corp Com Shs (LAC) 0.3 $2.3M +20% 858k 2.71
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Pacer Fds Tr Metaurus Cap 400 (QDPL) 0.3 $2.3M NEW 64k 36.52
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Novo-nordisk A S Adr (NVO) 0.3 $2.2M +616% 32k 69.44
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Adobe Systems Incorporated (ADBE) 0.3 $2.1M NEW 5.6k 383.53
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First Tr Morningstar Divid L SHS (FDL) 0.3 $2.1M -2% 48k 43.44
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Pacer Fds Tr Us Small Cap Cas (CALF) 0.3 $2.0M -89% 53k 37.50
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $1.9M -3% 30k 65.76
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Accenture Plc Ireland Shs Class A (ACN) 0.3 $1.9M NEW 6.0k 312.04
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.7M -13% 3.3k 513.96
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Pepsi (PEP) 0.2 $1.4M NEW 9.5k 149.93
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Asml Holding N V N Y Registry Shs (ASML) 0.2 $1.4M +4% 2.1k 662.65
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Applied Materials (AMAT) 0.2 $1.3M -30% 9.3k 145.12
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Enterprise Products Partners (EPD) 0.2 $1.3M -16% 39k 34.14
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Micron Technology (MU) 0.2 $1.3M +27% 15k 86.89
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salesforce (CRM) 0.2 $1.3M +296% 4.8k 268.37
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The Trade Desk Com Cl A (TTD) 0.2 $1.3M +90% 23k 54.72
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United Parcel Service CL B (UPS) 0.2 $1.3M +18% 12k 109.99
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Pfizer (PFE) 0.2 $1.3M +10% 50k 25.34
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Ishares Tr Core High Dv Etf (HDV) 0.2 $1.2M -8% 10k 121.13
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Alexandria Real Estate Equities (ARE) 0.2 $1.2M NEW 13k 92.51
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W.W. Grainger (GWW) 0.1 $1.0M -92% 1.1k 988.39
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.0M +129% 2.2k 469.13
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Realty Income (O) 0.1 $1.0M -53% 17k 58.01
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Sofi Technologies (SOFI) 0.1 $933k NEW 80k 11.63
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Robinhood Mkts Com Cl A (HOOD) 0.1 $914k NEW 22k 41.62
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J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) 0.1 $893k -64% 21k 43.59
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MercadoLibre (MELI) 0.1 $886k -5% 454.00 1950.87
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Verizon Communications (VZ) 0.1 $867k -58% 19k 45.36
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Ishares Tr Core Div Grwth (DGRO) 0.1 $857k +309% 14k 61.78
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $855k 1.5k 561.90
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International Business Machines (IBM) 0.1 $759k 3.1k 248.72
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Crown Castle Intl (CCI) 0.1 $753k +15% 7.2k 104.23
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $745k -63% 4.3k 173.23
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $731k -94% 7.0k 104.58
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Vici Pptys (VICI) 0.1 $715k +13% 22k 32.62
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Omega Healthcare Investors (OHI) 0.1 $703k +4% 19k 38.08
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Amgen (AMGN) 0.1 $671k -93% 2.2k 311.58
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Kla Corp Com New (KLAC) 0.1 $662k -70% 973.00 680.15
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Kinder Morgan (KMI) 0.1 $630k 22k 28.53
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At&t (T) 0.1 $627k 22k 28.28
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Williams Companies (WMB) 0.1 $606k -95% 10k 59.76
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Altria (MO) 0.1 $604k -3% 10k 60.02
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Epr Pptys Com Sh Ben Int (EPR) 0.1 $578k +2% 11k 52.61
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $545k -13% 20k 27.26
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Wal-Mart Stores (WMT) 0.1 $536k -11% 6.1k 87.79
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Zscaler Incorporated (ZS) 0.1 $511k -41% 2.6k 198.42
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Ea Series Trust Alpha Arch 1-3 (BOXX) 0.1 $508k 4.6k 111.49
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Servicenow (NOW) 0.1 $507k -61% 637.00 796.14
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EOG Resources (EOG) 0.1 $503k -44% 3.9k 128.25
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Chevron Corporation (CVX) 0.1 $500k -2% 3.0k 167.32
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Live Nation Entertainment (LYV) 0.1 $494k 3.8k 130.58
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Wp Carey (WPC) 0.1 $478k +7% 7.6k 63.10
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $448k -5% 8.6k 51.94
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $443k -10% 24k 18.59
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $424k NEW 3.3k 128.96
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Ishares Bitcoin Trust Etf Shs Ben Int Call Option (IBIT) 0.1 $410k NEW 8.8k 46.81
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Select Sector Spdr Tr Energy (XLE) 0.1 $408k -5% 4.4k 93.46
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Snowflake Cl A (SNOW) 0.1 $408k NEW 2.8k 146.16
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $395k -29% 4.9k 80.36
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $387k -59% 4.9k 78.85
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Iron Mountain (IRM) 0.1 $384k 4.5k 86.05
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Philip Morris International (PM) 0.1 $380k +15% 2.4k 158.73
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Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $361k -58% 6.2k 58.35
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $359k 1.8k 193.99
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Devon Energy Corporation (DVN) 0.0 $352k -3% 9.4k 37.40
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $351k -73% 723.00 484.82
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.0 $349k -2% 6.2k 56.47
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Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $337k -2% 1.7k 202.12
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Enbridge (ENB) 0.0 $331k 7.5k 44.31
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $310k 1.8k 172.26
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.0 $310k 6.2k 50.00
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Owl Rock Capital Corporation (OBDC) 0.0 $305k -4% 21k 14.66
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Phillips 66 (PSX) 0.0 $303k -33% 2.5k 123.49
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Boeing Company (BA) 0.0 $299k -79% 1.8k 170.55
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UnitedHealth (UNH) 0.0 $299k -10% 571.00 523.42
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Ishares Gold Tr Ishares New (IAU) 0.0 $291k +19% 4.9k 58.96
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Eli Lilly & Co. (LLY) 0.0 $276k -61% 334.00 825.91
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $274k -34% 489.00 559.88
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TJX Companies (TJX) 0.0 $271k -27% 2.2k 121.80
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Chipotle Mexican Grill (CMG) 0.0 $257k -67% 5.1k 50.21
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $248k NEW 9.9k 25.04
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Home Depot (HD) 0.0 $238k -4% 650.00 366.34
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Global X Fds Globx Supdv Us (DIV) 0.0 $234k -3% 12k 18.84
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Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.0 $230k NEW 9.1k 25.22
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Ares Capital Corporation (ARCC) 0.0 $229k -2% 10k 22.16
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $227k -81% 2.7k 83.28
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British Amern Tob Sponsored Adr (BTI) 0.0 $226k -4% 5.5k 41.37
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Cme (CME) 0.0 $226k NEW 851.00 265.29
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Marathon Petroleum Corp (MPC) 0.0 $224k -42% 1.5k 145.70
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J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 0.0 $223k -98% 2.2k 100.57
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Atmos Energy Corporation (ATO) 0.0 $208k NEW 1.3k 154.58
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Super Micro Computer Com New (SMCI) 0.0 $202k -85% 5.9k 34.24
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Prospect Capital Corporation (PSEC) 0.0 $128k -11% 31k 4.10
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Medical Properties Trust (MPW) 0.0 $105k 18k 6.03
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Oxford Lane Cap Corp (OXLC) 0.0 $59k -8% 13k 4.72
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Sachem Cap (SACH) 0.0 $58k -7% 50k 1.16
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Fathom Holdings (FTHM) 0.0 $11k 12k 0.88
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Past Filings by Teamwork Financial Advisors

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

View all past filings