Teamwork Financial Advisors

Teamwork Financial Advisors as of March 31, 2025

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