The Analysis of Teamwork Financial Advisors, LLC's Holdings
Currently, Teamwork Financial Advisors, LLC holds 173 types of securities in its portfolio with a total value $938.4M. In the most recent quarter, they have increased their positions in CGDV (+545.5K shares, valued at $23.8M), PNC (+65.7K shares, valued at $13.7M), TJX (+82.8K shares, valued at $12.7M); decreased their positions in JEPI (-391.6K shares, valued at $22.4M), GRMN (-52.9K shares, valued at $10.7M), LYV (-70.7K shares, valued at $10.1M); initiated new positions in CGDV (+545.5K shares, valued at $23.8M), PNC (+65.7K shares, valued at $13.7M), DE (+25.5K shares, valued at $11.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC160.5K shares-4.50%2025-12-312026-01-09
AMZN AMAZON COM INC178.9K shares2.86%2025-12-312026-01-09 NVDA NVIDIA CORPORATION179.0K shares2.68%2025-12-312026-01-09 MSFT MICROSOFT CORP59.4K shares4.98%2025-12-312026-01-09 BIL SPDR SERIES TRUST292.3K shares-24.11%2025-12-312026-01-09 CGDV CAPITAL GROUP DIVIDEND VALUE545.5K sharesnew addition2025-12-312026-01-09 ALPHABET INC ALPHABET INC74.9K shares-7.30%2025-12-312026-01-09 COWG PACER FDS TR651.8K shares-2.43%2025-12-312026-01-09 META META PLATFORMS INC34.3K shares35.56%2025-12-312026-01-09 TSLA TESLA INC48.0K shares-0.93%2025-12-312026-01-09 JPM JPMORGAN CHASE & CO.55.3K shares3.72%2025-12-312026-01-09 GEV GE VERNOVA INC27.1K shares4.99%2025-12-312026-01-09 AMD ADVANCED MICRO DEVICES INC79.9K shares-26.27%2025-12-312026-01-09 PLTR PALANTIR TECHNOLOGIES INC89.2K shares2.95%2025-12-312026-01-09 PWR QUANTA SVCS INC37.6K shares-4.41%2025-12-312026-01-09 BROADCOM INC BROADCOM INC45.1K shares8.70%2025-12-312026-01-09 SPGI S&P GLOBAL INC29.5K shares18.81%2025-12-312026-01-09 EMR EMERSON ELEC CO114.0K shares5.68%2025-12-312026-01-09 CRWD CROWDSTRIKE HLDGS INC32.1K shares-6.90%2025-12-312026-01-09 GS GOLDMAN SACHS GROUP INC17.0K shares1.91%2025-12-312026-01-09 COST COSTCO WHSL CORP NEW17.3K shares2.28%2025-12-312026-01-09 AXP AMERICAN EXPRESS CO39.6K shares-12.27%2025-12-312026-01-09 EXPE EXPEDIA GROUP INC51.5K shares-2.55%2025-12-312026-01-09 AXON AXON ENTERPRISE INC25.4K shares40.49%2025-12-312026-01-09 KLAC KLA CORP11.8K shares-5.11%2025-12-312026-01-09 CAT CATERPILLAR INC24.8K shares-19.54%2025-12-312026-01-09 MNST MONSTER BEVERAGE CORP NEW180.2K shares-4.20%2025-12-312026-01-09 BK BANK NEW YORK MELLON CORP118.9K shares0.27%2025-12-312026-01-09 PNC PNC FINL SVCS GROUP INC65.7K sharesnew addition2025-12-312026-01-09 HOOD ROBINHOOD MKTS INC121.1K shares0.17%2025-12-312026-01-09 NFLX NETFLIX INC145.8K shares1001.09%2025-12-312026-01-09 GE AEROSPACE GE AEROSPACE43.6K shares1.58%2025-12-312026-01-09 TJX TJX COS INC NEW84.5K shares4607.57%2025-12-312026-01-09 VST VISTRA CORP78.9K shares39.91%2025-12-312026-01-09 NET CLOUDFLARE INC64.2K shares2896.64%2025-12-312026-01-09 CDNS CADENCE DESIGN SYSTEM INC39.9K shares13.79%2025-12-312026-01-09 PANW PALO ALTO NETWORKS INC67.3K shares-9.99%2025-12-312026-01-09 SOFI SOFI TECHNOLOGIES INC460.1K shares523.71%2025-12-312026-01-09 DE DEERE & CO25.5K sharesnew addition2025-12-312026-01-09 GRNY TIDAL TRUST I400.7K shares-3.24%2025-12-312026-01-09 SPYI NEOS ETF TRUST178.7K shares73.29%2025-12-312026-01-09 QQQI NEOS ETF TRUST167.7K shares304.85%2025-12-312026-01-09 BOXX EA SERIES TRUST77.8K shares3182.06%2025-12-312026-01-09 XOM EXXON MOBIL CORP72.6K shares-0.74%2025-12-312026-01-09 TSM TAIWAN SEMICONDUCTOR MFG LTD18.9K shares-4.38%2025-12-312026-01-09 JEPI J P MORGAN EXCHANGE TRADED F98.7K shares-79.87%2025-12-312026-01-09 NVO NOVO-NORDISK A S98.7K shares233.94%2025-12-312026-01-09 ALPHABET INC ALPHABET INC15.5K shares-12.58%2025-12-312026-01-09 ADBE ADOBE INC12.3K shares21.01%2025-12-312026-01-09 UNH UNITEDHEALTH GROUP INC12.1K shares106.10%2025-12-312026-01-09 KNG FIRST TR EXCHANGE-TRADED FD78.6K shares7.36%2025-12-312026-01-09 VLO VALERO ENERGY CORP23.0K shares-0.39%2025-12-312026-01-09 XLF SELECT SECTOR SPDR TR65.9K shares10.92%2025-12-312026-01-09 ORCL ORACLE CORP17.9K shares-69.81%2025-12-312026-01-09 EPD ENTERPRISE PRODS PARTNERS L95.3K shares11.24%2025-12-312026-01-09 V VISA INC7.6K shares9.53%2025-12-312026-01-09 SFY TIDAL TRUST I20.1K shares-9.44%2025-12-312026-01-09 MLPX GLOBAL X FDS40.8K shares12.68%2025-12-312026-01-09 CRM SALESFORCE INC8.7K shares17.77%2025-12-312026-01-09 FDL FIRST TR EXCHANGE-TRADED FD51.8K shares5.82%2025-12-312026-01-09 QCOM QUALCOMM INC13.3K shares-47.91%2025-12-312026-01-09 PFE PFIZER INC88.8K shares8.41%2025-12-312026-01-09 SPYM SPDR SERIES TRUST27.1K shares-1.35%2025-12-312026-01-09 FANG DIAMONDBACK ENERGY INC14.2K shares-32.50%2025-12-312026-01-09 WTW WILLIS TOWERS WATSON PLC LTD6.3K shares-81.89%2025-12-312026-01-09 XLI SELECT SECTOR SPDR TR13.0K shares175.38%2025-12-312026-01-09 PEP PEPSICO INC13.6K shares-17.07%2025-12-312026-01-09 S SENTINELONE INC128.4K shares17.66%2025-12-312026-01-09 TTD THE TRADE DESK INC49.9K shares114.48%2025-12-312026-01-09 ETHA ISHARES ETHEREUM TR81.4K sharesnew addition2025-12-312026-01-09 UPS UNITED PARCEL SERVICE INC18.4K shares-12.86%2025-12-312026-01-09 UBER UBER TECHNOLOGIES INC22.2K shares-38.99%2025-12-312026-01-09 PATH UIPATH INC108.7K sharesnew addition2025-12-312026-01-09 EOG EOG RES INC16.6K shares24.88%2025-12-312026-01-09 LAC LITHIUM AMERS CORP NEW379.8K shares-70.37%2025-12-312026-01-09 SCHD SCHWAB STRATEGIC TR60.4K shares-8.56%2025-12-312026-01-09 PYPL PAYPAL HLDGS INC28.0K shares-8.27%2025-12-312026-01-09 QDPL PACER FDS TR37.4K shares16.99%2025-12-312026-01-09 JEPQ J P MORGAN EXCHANGE TRADED F25.4K shares-53.46%2025-12-312026-01-09 DGRO ISHARES TR19.5K shares19.03%2025-12-312026-01-09 MU MICRON TECHNOLOGY INC4.5K shares-69.99%2025-12-312026-01-09 IVV ISHARES TR1.6K shares16.38%2025-12-312026-01-09 MELI MERCADOLIBRE INC540 shares19.73%2025-12-312026-01-09 TRFK PACER FDS TR16.5K shares15.53%2025-12-312026-01-09 HDV ISHARES TR8.1K shares-5.93%2025-12-312026-01-09 ALAB ASTERA LABS INC5.9K shares-2.65%2025-12-312026-01-09 ETH GRAYSCALE ETHEREUM MINI TR E32.2K shares43.68%2025-12-312026-01-09 GRMN GARMIN LTD4.4K shares-92.36%2025-12-312026-01-09 WMT WALMART INC7.9K shares-3.11%2025-12-312026-01-09 ISRG INTUITIVE SURGICAL INC1.5K shares-69.16%2025-12-312026-01-09 AMAT APPLIED MATLS INC3.3K shares-55.23%2025-12-312026-01-09 CVX CHEVRON CORP NEW5.5K shares70.73%2025-12-312026-01-09 OHI OMEGA HEALTHCARE INVS INC17.9K shares-4.88%2025-12-312026-01-09 XAR SPDR SERIES TRUST3.3K sharesnew addition2025-12-312026-01-09 O REALTY INCOME CORP13.7K shares-13.66%2025-12-312026-01-09 NBIS NEBIUS GROUP N.V.8.9K shares40.53%2025-12-312026-01-09 VGT VANGUARD WORLD FD951 sharesnew addition2025-12-312026-01-09 MSTR STRATEGY INC4.6K shares-87.69%2025-12-312026-01-09 COWZ PACER FDS TR10.9K shares-23.21%2025-12-312026-01-09 IBM INTERNATIONAL BUSINESS MACHS2.2K shares-15.20%2025-12-312026-01-09 CACI CACI INTL INC1.2K shares0.00%2025-12-312026-01-09 RBRK RUBRIK INC.8.1K sharesnew addition2025-12-312026-01-09 T AT&T INC22.0K shares-0.37%2025-12-312026-01-09 VICI VICI PPTYS INC19.0K shares-13.50%2025-12-312026-01-09 VZ VERIZON COMMUNICATIONS INC12.6K shares-27.66%2025-12-312026-01-09 VYM VANGUARD WHITEHALL FDS3.5K shares-5.80%2025-12-312026-01-09 HYMB SPDR SERIES TRUST18.4K shares-2.38%2025-12-312026-01-09 SPY SPDR S&P 500 ETF TR669 shares-1.47%2025-12-312026-01-09 EPR EPR PPTYS9.0K shares-9.80%2025-12-312026-01-09 ABBV ABBVIE INC2.0K shares-22.78%2025-12-312026-01-09 WPC WP CAREY INC6.9K shares-5.48%2025-12-312026-01-09 IBIT ISHARES BITCOIN TRUST ETF8.9K shares-2.22%2025-12-312026-01-09 MO ALTRIA GROUP INC7.7K shares-12.02%2025-12-312026-01-09 SPYG SPDR SERIES TRUST4.1K shares-1.10%2025-12-312026-01-09 MTUM ISHARES TR1.7K shares0.71%2025-12-312026-01-09 IJR ISHARES TR3.4K shares-7.03%2025-12-312026-01-09 SNOW SNOWFLAKE INC1.8K shares2.46%2025-12-312026-01-09 XLU SELECT SECTOR SPDR TR9.3K shares92.35%2025-12-312026-01-09 VIG VANGUARD SPECIALIZED FUNDS1.8K shares0.17%2025-12-312026-01-09 JQUA J P MORGAN EXCHANGE TRADED F6.2K shares0.39%2025-12-312026-01-09 ASML ASML HOLDING N V366 shares-11.17%2025-12-312026-01-09 ALPS ETF TR ALPS ETF TR8.3K shares-18.92%2025-12-312026-01-09 LYV LIVE NATION ENTERTAINMENT IN2.7K shares-96.29%2025-12-312026-01-09 KMI KINDER MORGAN INC DEL13.9K shares-23.76%2025-12-312026-01-09 PM PHILIP MORRIS INTL INC2.4K shares-12.83%2025-12-312026-01-09 PSX PHILLIPS 662.9K shares49.85%2025-12-312026-01-09 VXF VANGUARD INDEX FDS1.8K shares0.00%2025-12-312026-01-09 IRM IRON MTN INC DEL4.5K shares-0.36%2025-12-312026-01-09 GLD SPDR GOLD TR916 shares-23.41%2025-12-312026-01-09 XLE SELECT SECTOR SPDR TR8.0K shares81.21%2025-12-312026-01-09 SCHG SCHWAB STRATEGIC TR10.9K shares6.59%2025-12-312026-01-09 AMGN AMGEN INC981 shares-16.23%2025-12-312026-01-09 HD HOME DEPOT INC926 shares-25.50%2025-12-312026-01-09 SMH VANECK ETF TRUST882 sharesnew addition2025-12-312026-01-09 ABT ABBOTT LABS2.5K shares-85.57%2025-12-312026-01-09 JMUB J P MORGAN EXCHANGE TRADED F6.3K shares0.30%2025-12-312026-01-09 BA BOEING CO1.4K shares-7.84%2025-12-312026-01-09 XLY SELECT SECTOR SPDR TR2.6K sharesnew addition2025-12-312026-01-09 ET ENERGY TRANSFER L P18.6K shares-9.23%2025-12-312026-01-09 ENB ENBRIDGE INC6.3K shares-11.70%2025-12-312026-01-09 JNJ JOHNSON & JOHNSON1.4K shares-28.83%2025-12-312026-01-09 NOW SERVICENOW INC1.9K shares319.69%2025-12-312026-01-09 LMT LOCKHEED MARTIN CORP525 shares-19.35%2025-12-312026-01-09 MLM MARTIN MARIETTA MATLS INC404 sharesnew addition2025-12-312026-01-09 CME CME GROUP INC905 shares-0.11%2025-12-312026-01-09 WWD WOODWARD INC812 shares0.00%2025-12-312026-01-09 XLC SELECT SECTOR SPDR TR2.1K sharesnew addition2025-12-312026-01-09 SCHW SCHWAB CHARLES CORP2.4K shares-4.18%2025-12-312026-01-09 VHT VANGUARD WORLD FD825 sharesnew addition2025-12-312026-01-09 MGK VANGUARD WORLD FD568 sharesnew addition2025-12-312026-01-09 TDG TRANSDIGM GROUP INC175 shares-74.64%2025-12-312026-01-09 ATO ATMOS ENERGY CORP1.3K shares-3.58%2025-12-312026-01-09 BTI BRITISH AMERN TOB PLC3.9K shares-15.08%2025-12-312026-01-09 RTX RTX CORPORATION1.2K shares-36.39%2025-12-312026-01-09 MA MASTERCARD INCORPORATED382 shares-1.04%2025-12-312026-01-09 VTI VANGUARD INDEX FDS643 shares-18.30%2025-12-312026-01-09 SCHV SCHWAB STRATEGIC TR7.2K sharesnew addition2025-12-312026-01-09 MPLX MPLX LP3.9K sharesnew addition2025-12-312026-01-09 GWW WW GRAINGER INC203 shares-16.46%2025-12-312026-01-09 XLK SELECT SECTOR SPDR TR1.4K sharesnew addition2025-12-312026-01-09 MCD MCDONALDS CORP656 sharesnew addition2025-12-312026-01-09 PAAA PGIM ETF TR3.9K sharesnew addition2025-12-312026-01-09 OBDC BLUE OWL CAPITAL CORPORATION10.5K shares-42.83%2025-12-312026-01-09 PFLT PENNANTPARK FLOATING RATE CA10.8K shares-23.49%2025-12-312026-01-09 FTHM FATHOM HOLDINGS INC12.4K shares0.00%2025-12-312026-01-09 Call Option Holdings
XOM Call CallEXXON MOBIL CORP59.8K shares-2.45%2025-12-312026-01-09 NVDA Call CallNVIDIA CORPORATION35.5K sharesnew addition2025-12-312026-01-09 PLTR Call CallPALANTIR TECHNOLOGIES INC12.0K shares-3.23%2025-12-312026-01-09 META Call CallMETA PLATFORMS INC2.6K shares2500.00%2025-12-312026-01-09 EMR Call CallEMERSON ELEC CO6.9K shares-8.00%2025-12-312026-01-09 JPM Call CallJPMORGAN CHASE & CO.2.8K shares-12.50%2025-12-312026-01-09 PANW Call CallPALO ALTO NETWORKS INC4.6K shares-4.17%2025-12-312026-01-09 PWR Call CallQUANTA SVCS INC1.6K shares-23.81%2025-12-312026-01-09 CRWD Call CallCROWDSTRIKE HLDGS INC1.4K shares-17.65%2025-12-312026-01-09 GEV Call CallGE VERNOVA INC1.0K shares-28.57%2025-12-312026-01-09 FANG Call CallDIAMONDBACK ENERGY INC3.7K shares-17.78%2025-12-312026-01-09 GS Call CallGOLDMAN SACHS GROUP INC600 sharesnew addition2025-12-312026-01-09 AMD Call CallADVANCED MICRO DEVICES INC2.4K shares-63.64%2025-12-312026-01-09 EPD Call CallENTERPRISE PRODS PARTNERS L15.7K shares0.00%2025-12-312026-01-09 CVX Call CallCHEVRON CORP NEW2.8K sharesnew addition2025-12-312026-01-09 UBER Call CallUBER TECHNOLOGIES INC3.6K shares0.00%2025-12-312026-01-09 V Call CallVISA INC500 sharesnew addition2025-12-312026-01-09 IBIT Call CallISHARES BITCOIN TRUST ETF2.5K shares0.00%2025-12-312026-01-09 ISRG Call CallINTUITIVE SURGICAL INC200 shares-60.00%2025-12-312026-01-09 CAT Call CallCATERPILLAR INC100 shares-94.44%2025-12-312026-01-09 Put Option Holdings
No put option holdings data available