Teamwork Financial Advisors, LLC Top Holdings and 13F Report (2025) About Teamwork Financial Advisors, LLCInvestment ActivityTeamwork Financial Advisors, LLC has $769.82 million in total holdings as of December 31, 2024.Teamwork Financial Advisors, LLC owns shares of 160 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 17.45% of the portfolio was purchased this quarter.About 13.91% of the portfolio was sold this quarter.This quarter, Teamwork Financial Advisors, LLC has purchased 159 new stocks and bought additional shares in 57 stocks.Teamwork Financial Advisors, LLC sold shares of 69 stocks and completely divested from 30 stocks this quarter.Largest Holdings Apple $65,105,598Amazon.com $46,451,107JPMorgan Equity Premium Income ETF $36,082,041Microsoft $31,896,223NVIDIA $27,590,040 Largest New Holdings this Quarter ARISTA NETWORKS INC $23,672,100 HoldingTIDAL ETF TR $6,618,276 HoldingQuanta Services $2,961,390 HoldingJohnson Controls International $2,901,784 HoldingTIDAL ETF TR $2,881,562 Holding Largest Purchases this Quarter ARISTA NETWORKS INC 214,169 shares (about $23.67M)Tesla 28,140 shares (about $11.45M)Leidos 58,763 shares (about $8.47M)Uber Technologies 133,055 shares (about $8.03M)Amazon.com 32,482 shares (about $7.14M) Largest Sales this Quarter JPMorgan Diversified Return U.S. Small Cap Equity ETF 275,221 shares (about $12.88M)CrowdStrike 36,327 shares (about $12.43M)Caterpillar 26,463 shares (about $9.59M)Williams Companies 67,554 shares (about $3.66M)Zscaler 17,595 shares (about $3.17M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTeamwork Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$65,105,598$121,409 ▲0.2%254,7198.5%Computer and TechnologyAMZNAmazon.com$46,451,107$7,140,169 ▲18.2%211,3156.0%Retail/WholesaleJEPIJPMorgan Equity Premium Income ETF$36,082,041$2,255,404 ▲6.7%627,1874.7%ETFMSFTMicrosoft$31,896,223$593,256 ▲1.9%75,8624.1%Computer and TechnologyNVDANVIDIA$27,590,040$800,948 ▼-2.8%205,5783.6%Computer and TechnologyTSLATesla$24,559,091$11,445,535 ▲87.3%60,3813.2%Auto/Tires/TrucksARISTA NETWORKS INC$23,672,100$23,672,100 ▲New Holding214,1693.1%COM SHSCOWZPacer US Cash Cows 100 ETF$22,800,496$1,001,161 ▲4.6%403,6933.0%ETFGOOGLAlphabet$21,830,321$572,255 ▲2.7%115,3212.8%Computer and TechnologyCALFPacer US Small Cap Cash Cows 100 ETF$21,521,255$1,711,590 ▲8.6%489,0092.8%ETFXLFFinancial Select Sector SPDR Fund$21,176,438$2,507,508 ▲13.4%438,1632.8%ETFISRGIntuitive Surgical$19,883,245$1,711,374 ▲9.4%38,1082.6%MedicalCOSTCostco Wholesale$18,811,274$1,709,200 ▲10.0%20,5372.4%Retail/WholesaleXLIIndustrial Select Sector SPDR Fund$18,709,857$1,380,445 ▲8.0%142,0002.4%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$18,047,965$137,785 ▲0.8%197,3962.3%ETFTDGTransDigm Group$17,280,631$3,410,251 ▲24.6%13,6362.2%AerospaceMETAMeta Platforms$16,556,906$270,840 ▲1.7%28,3042.2%Computer and TechnologyNFLXNetflix$16,146,262$549,944 ▼-3.3%18,1152.1%Consumer DiscretionaryJPMJPMorgan Chase & Co.$16,089,324$547,334 ▲3.5%67,1402.1%FinanceORCLOracle$15,199,977$1,999,997 ▼-11.6%91,2382.0%Computer and TechnologyGWWW.W. Grainger$14,304,300$251,914 ▼-1.7%13,5711.9%Industrial ProductsIJRiShares Core S&P Small-Cap ETF$13,770,414$1,666,313 ▲13.8%119,5141.8%ETFJPMEJPMorgan Diversified Return U.S. Mid Cap Equity ETF$12,995,730$890,784 ▲7.4%126,8231.7%ETFWMBWilliams Companies$11,442,032$3,656,017 ▼-24.2%211,4201.5%Oils/EnergyFANGDiamondback Energy$10,643,183$1,985,231 ▼-15.7%64,8811.4%Oils/EnergyLDOSLeidos$10,165,737$8,465,397 ▲497.9%70,5661.3%AerospaceAMGNAmgen$8,886,001$2,579,429 ▼-22.5%34,1051.2%MedicalUBERUber Technologies$8,446,731$8,025,878 ▲1,907.1%140,0321.1%Computer and TechnologyXOMExxon Mobil$7,757,377$53,073 ▲0.7%72,3521.0%Oils/EnergyCRWDCrowdStrike$6,878,784$12,429,645 ▼-64.4%20,1040.9%Computer and TechnologyTIDAL ETF TR$6,618,276$6,618,276 ▲New Holding331,5770.9%FUNDSTRAT GRANNYAXPAmerican Express$5,405,280$143,049 ▲2.7%18,2130.7%FinancePANWPalo Alto Networks$5,315,234$2,685,730 ▲102.1%29,2110.7%Computer and TechnologyAMDAdvanced Micro Devices$5,035,855$499,829 ▲11.0%41,6910.7%Computer and TechnologyCATCaterpillar$5,032,226$9,592,148 ▼-65.6%13,8830.7%Industrial ProductsAXONAxon Enterprise$4,707,016$1,635,569 ▼-25.8%7,9200.6%AerospaceJEPQJPMorgan Nasdaq Equity Premium Income ETF$4,140,451$472,241 ▲12.9%73,4380.5%ETFCDNSCadence Design Systems$4,065,825$120,484 ▲3.1%13,5320.5%Computer and TechnologySPGIS&P Global$3,603,330$632,015 ▲21.3%7,2350.5%Business ServicesGOOGAlphabet$3,241,714$234,396 ▲7.8%16,9280.4%Computer and TechnologyGRMNGarmin$3,229,648$4,331 ▲0.1%15,6580.4%Computer and TechnologyEMREmerson Electric$3,178,310$532,280 ▼-14.3%25,6460.4%Industrial ProductsIRIngersoll Rand$2,992,162$362,294 ▲13.8%33,0770.4%Industrial ProductsBRK.BBerkshire Hathaway$2,986,662$613,288 ▼-17.0%6,5890.4%FinancePWRQuanta Services$2,961,390$2,961,390 ▲New Holding9,3700.4%ConstructionJCIJohnson Controls International$2,901,784$2,901,784 ▲New Holding36,7640.4%ConstructionTIDAL ETF TR$2,881,562$2,881,562 ▲New Holding26,4750.4%SOFI SELECT 500BKBank of New York Mellon$2,841,482$2,841,482 ▲New Holding36,9840.4%FinanceVLOValero Energy$2,823,163$5,149 ▲0.2%23,0290.4%Oils/EnergyJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$2,710,412$12,882,742 ▼-82.6%57,9040.4%ETFVVisa$2,609,042$1,896 ▼-0.1%8,2560.3%Business ServicesAMATApplied Materials$2,156,389$2,156,389 ▲New Holding13,2590.3%Computer and TechnologyLITHIUM AMERS CORP NEW$2,121,712$937,395 ▲79.2%714,3810.3%COM SHSSPLGSPDR Portfolio S&P 500 ETF$2,111,175$8,962 ▼-0.4%30,6230.3%ETFRSPInvesco S&P 500 Equal Weight ETF$2,061,932$2,061,932 ▲New Holding11,7670.3%ETFKLACKLA$2,061,384$866,160 ▼-29.6%3,2700.3%Computer and TechnologyVOOVanguard S&P 500 ETF$2,044,000$74,366 ▼-3.5%3,7930.3%ETFORealty Income$1,982,685$829,510 ▲71.9%37,1220.3%FinanceFDLFirst Trust Morningstar Dividend Leaders Index$1,980,422$477,008 ▼-19.4%49,1900.3%ETFMLPXGlobal X MLP & Energy Infrastructure ETF$1,905,520$1,170,806 ▲159.4%31,4650.2%ETFCBRECBRE Group$1,873,640$1,873,640 ▲New Holding14,2710.2%FinanceGSThe Goldman Sachs Group$1,869,200$1,869,200 ▲New Holding3,2640.2%FinanceVZVerizon Communications$1,840,022$192,512 ▲11.7%46,0120.2%Computer and TechnologyAVGOBroadcom$1,822,195$1,108,386 ▼-37.8%7,8600.2%Computer and TechnologyEXPEExpedia Group$1,790,818$1,790,818 ▲New Holding9,6110.2%Retail/WholesalePGRProgressive$1,781,782$1,781,782 ▲New Holding7,4360.2%FinanceNOWServiceNow$1,753,440$551,263 ▼-23.9%1,6540.2%Computer and TechnologyETNEaton$1,720,414$1,720,414 ▲New Holding5,1840.2%Industrial ProductsSCHDSchwab US Dividend Equity ETF$1,593,814$1,018,458 ▲177.0%58,3390.2%ETFBABoeing$1,541,316$1,541,316 ▲New Holding8,7080.2%AerospaceEPDEnterprise Products Partners$1,475,307$576,023 ▼-28.1%47,0440.2%Oils/EnergyDXCMDexCom$1,456,554$483,807 ▲49.7%18,7290.2%MedicalTTDTrade Desk$1,437,509$80,508 ▼-5.3%12,2310.2%Computer and TechnologyASMLASML$1,416,013$1,416,013 ▲New Holding2,0430.2%Computer and TechnologyIJKiShares S&P Mid-Cap 400 Growth ETF$1,357,585$143,033 ▲11.8%14,9300.2%ETFNKENIKE$1,357,177$232,162 ▲20.6%17,9350.2%Consumer DiscretionaryHDViShares Core High Dividend ETF$1,244,221$609,034 ▼-32.9%11,0850.2%ETFUPSUnited Parcel Service$1,234,525$443,874 ▲56.1%9,7900.2%TransportationIJTiShares S&P Small-Cap 600 Growth ETF$1,224,016$325,023 ▲36.2%9,0420.2%ETFPFEPfizer$1,204,118$1,204,118 ▲New Holding45,3870.2%MedicalSUPER MICRO COMPUTER INC$1,203,351$1,203,351 ▲New Holding39,4800.2%COM NEWPLDPrologis$1,139,764$1,139,764 ▲New Holding10,7830.1%FinanceFFord Motor$1,095,266$1,095,266 ▲New Holding110,6330.1%Auto/Tires/TrucksVRTXVertex Pharmaceuticals$1,094,135$2,971,118 ▼-73.1%2,7170.1%MedicalMUMicron Technology$997,212$997,212 ▲New Holding11,8490.1%Computer and TechnologyCMGChipotle Mexican Grill$946,649$339,127 ▼-26.4%15,6990.1%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$926,238$387,132 ▼-29.5%14,8650.1%ETFXLUUtilities Select Sector SPDR Fund$925,461$605,293 ▼-39.5%12,2270.1%ETFIVViShares Core S&P 500 ETF$878,900$31,789 ▲3.8%1,4930.1%ETFEOGEOG Resources$865,861$276,036 ▼-24.2%7,0640.1%Oils/EnergyMELIMercadoLibre$819,612$39,110 ▲5.0%4820.1%Retail/WholesaleZSZscaler$795,249$3,174,321 ▼-80.0%4,4080.1%Computer and TechnologyMSTRMicroStrategy$698,274$43,153 ▲6.6%2,4110.1%Computer and TechnologyIBMInternational Business Machines$683,038$814,062 ▼-54.4%3,1070.1%Computer and TechnologyLLYEli Lilly and Company$672,412$303,396 ▼-31.1%8710.1%MedicalOHIOmega Healthcare Investors$666,842$666,842 ▲New Holding17,6180.1%FinanceWMTWalmart$621,171$96,406 ▼-13.4%6,8750.1%Retail/WholesaleSPYGSPDR Portfolio S&P 500 Growth ETF$612,264$31,207 ▼-4.8%6,9650.1%ETFKMIKinder Morgan$607,653$202,478 ▼-25.0%22,1780.1%Oils/EnergySPTLSPDR Portfolio Long Term Treasury ETF$602,893$500,621 ▼-45.4%23,0200.1%ETFShowing largest 100 holdings. 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