Teamwork Financial Advisors, LLC Top Holdings and 13F Report (2025) About Teamwork Financial Advisors, LLCInvestment ActivityTeamwork Financial Advisors, LLC has $750.90 million in total holdings as of March 31, 2025.Teamwork Financial Advisors, LLC owns shares of 155 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 30.88% of the portfolio was purchased this quarter.About 26.83% of the portfolio was sold this quarter.This quarter, Teamwork Financial Advisors, LLC has purchased 160 new stocks and bought additional shares in 52 stocks.Teamwork Financial Advisors, LLC sold shares of 79 stocks and completely divested from 26 stocks this quarter.Largest Holdings Amazon.com $49,794,468Apple $45,556,506JPMorgan Equity Premium Income ETF $43,065,685NVIDIA $29,327,955JPMorgan Nasdaq Equity Premium Income ETF $28,915,429 Largest New Holdings this Quarter 78463V107 - SPDR Gold Shares $19,433,314 Holding81369Y209 - Health Care Select Sector SPDR Fund $19,091,552 Holding808524409 - Schwab U.S. Large-Cap Value ETF $18,081,603 Holding002824100 - Abbott Laboratories $3,414,391 Holding36828A101 - GE VERNOVA INC $2,994,796 Holding Largest Purchases this Quarter JPMorgan Nasdaq Equity Premium Income ETF 484,990 shares (about $25.11M)SPDR Gold Shares 67,444 shares (about $19.43M)Health Care Select Sector SPDR Fund 130,756 shares (about $19.09M)Schwab U.S. Large-Cap Value ETF 680,271 shares (about $18.08M)Berkshire Hathaway 33,129 shares (about $17.64M) Largest Sales this Quarter Financial Select Sector SPDR Fund 363,700 shares (about $18.12M)Pacer US Small Cap Cash Cows ETF 435,631 shares (about $16.34M)JPMorgan Diversified Return U.S. Mid Cap Equity ETF 124,607 shares (about $12.53M)W.W. Grainger 12,513 shares (about $12.37M)Microsoft 32,268 shares (about $12.11M) 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 PortfolioSectorAMZNAmazon.com$49,794,468$9,589,675 ▲23.9%261,7186.6%Retail/WholesaleAAPLApple$45,556,506$11,024,333 ▼-19.5%205,0896.1%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$43,065,685$7,228,212 ▲20.2%753,6875.7%ETFNVDANVIDIA$29,327,955$7,047,328 ▲31.6%270,6023.9%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$28,915,429$25,112,806 ▲660.4%558,4283.9%ETFCOWZPacer US Cash Cows 100 ETF$25,609,272$3,503,051 ▲15.8%467,6643.4%ETFTSLATesla$21,895,392$6,247,052 ▲39.9%84,4862.9%Auto/Tires/TrucksBRK.BBerkshire Hathaway$21,153,014$17,643,844 ▲502.8%39,7182.8%FinanceARISTA NETWORKS INC$20,324,942$3,731,127 ▲22.5%262,3252.7%COM SHSXLIIndustrial Select Sector SPDR Fund$19,916,558$1,304,667 ▲7.0%151,9542.7%ETFMETAMeta Platforms$19,583,666$3,270,284 ▲20.0%33,9782.6%Computer and TechnologyGLDSPDR Gold Shares$19,433,314$19,433,314 ▲New Holding67,4442.6%FinanceXLVHealth Care Select Sector SPDR Fund$19,091,552$19,091,552 ▲New Holding130,7562.5%ETFJPMJPMorgan Chase & Co.$18,971,270$2,501,816 ▲15.2%77,3392.5%FinanceBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$18,769,730$662,567 ▲3.7%204,6192.5%ETFSCHVSchwab U.S. Large-Cap Value ETF$18,081,603$18,081,603 ▲New Holding680,2712.4%ETFISRGIntuitive Surgical$17,995,636$878,114 ▼-4.7%36,3352.4%MedicalMLPXGlobal X MLP & Energy Infrastructure ETF$17,176,915$15,169,130 ▲755.5%269,1882.3%ETFTDGTransDigm Group$16,877,522$1,985,021 ▼-10.5%12,2012.2%AerospaceCOSTCostco Wholesale$16,494,116$2,930,143 ▼-15.1%17,4392.2%Retail/WholesaleMSFTMicrosoft$16,364,813$12,113,130 ▼-42.5%43,5942.2%Computer and TechnologyUBERUber Technologies$15,751,459$5,548,727 ▲54.4%216,1882.1%Computer and TechnologyNFLXNetflix$15,440,831$1,451,949 ▼-8.6%16,5582.1%Consumer DiscretionaryXOMExxon Mobil$13,514,437$4,909,724 ▲57.1%113,6351.8%EnergyABBVAbbVie$11,196,586$10,678,441 ▲2,060.9%53,4391.5%MedicalGOOGLAlphabet$8,067,917$9,765,408 ▼-54.8%52,1721.1%Computer and TechnologyTIDAL ETF TR$5,921,418$104,997 ▼-1.7%325,8000.8%FUNDSTRAT GRANNYFANGDiamondback Energy$5,778,730$4,594,493 ▼-44.3%36,1440.8%EnergyGOOGAlphabet$5,697,540$3,052,812 ▲115.4%36,4680.8%Computer and TechnologyAMDAdvanced Micro Devices$5,603,750$1,320,415 ▲30.8%54,5430.7%Computer and TechnologyEMREmerson Electric$4,874,814$2,062,986 ▲73.4%44,4620.6%IndustrialsCRWDCrowdStrike$4,364,587$2,723,680 ▼-38.4%12,3790.6%Computer and TechnologyORCLOracle$4,310,963$8,445,204 ▼-66.2%30,8340.6%Computer and TechnologyCATCaterpillar$3,998,129$580,443 ▼-12.7%12,1230.5%IndustrialsAXPAmerican Express$3,747,749$1,153,009 ▼-23.5%13,9280.5%FinanceXLFFinancial Select Sector SPDR Fund$3,708,997$18,115,872 ▼-83.0%74,4630.5%ETFSPGIS&P Global$3,643,284$33,028 ▼-0.9%7,1700.5%Business ServicesPANWPalo Alto Networks$3,586,682$1,397,883 ▼-28.0%21,0190.5%Computer and TechnologyAXONAxon Enterprise$3,501,250$664,275 ▼-15.9%6,6570.5%AerospacePGRProgressive$3,457,578$1,353,088 ▲64.3%12,2170.5%FinanceGRMNGarmin$3,453,164$53,199 ▲1.6%15,9030.5%Computer and TechnologyABTAbbott Laboratories$3,414,391$3,414,391 ▲New Holding25,7400.5%MedicalCDNSCadence Design Systems$3,315,954$125,639 ▼-3.7%13,0380.4%Computer and TechnologyBKBank of New York Mellon$3,181,093$79,257 ▲2.6%37,9290.4%FinanceVLOValero Energy$3,040,763$660 ▼0.0%23,0240.4%EnergyGE VERNOVA INC$2,994,796$2,994,796 ▲New Holding9,8100.4%COMPWRQuanta Services$2,952,048$570,380 ▲23.9%11,6140.4%ConstructionPYPLPayPal$2,930,247$2,930,247 ▲New Holding44,9080.4%Computer and TechnologySCHDSchwab US Dividend Equity ETF$2,885,745$1,254,606 ▲76.9%103,2110.4%ETFGSThe Goldman Sachs Group$2,829,237$1,046,146 ▲58.7%5,1790.4%FinanceETNEaton$2,827,031$1,417,865 ▲100.6%10,4000.4%IndustrialsMSTRStrategy$2,793,912$2,098,893 ▲302.0%9,6920.4%Computer and TechnologyQCOMQUALCOMM$2,791,832$2,791,832 ▲New Holding18,1740.4%Computer and TechnologyPALANTIR TECHNOLOGIES INC$2,562,046$2,280,572 ▲810.2%30,3560.3%CL ATIDAL ETF TR$2,548,020$150,333 ▼-5.6%25,0000.3%SOFI SELECT 500VVisa$2,492,226$401,294 ▼-13.9%7,1110.3%Business ServicesAVGOBroadcom$2,469,966$1,153,946 ▲87.7%14,7520.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$2,462,819$2,157,540 ▲706.7%14,8360.3%Computer and TechnologyLITHIUM AMERS CORP NEW$2,324,513$388,541 ▲20.1%857,7540.3%COM SHSQDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF$2,318,875$2,318,875 ▲New Holding63,4960.3%ETFNVONovo Nordisk A/S$2,213,955$1,904,808 ▲616.2%31,8830.3%MedicalADBEAdobe$2,130,894$2,130,894 ▲New Holding5,5560.3%Computer and TechnologyFDLFirst Trust Morningstar Dividend Leaders Index$2,073,550$63,248 ▼-3.0%47,7340.3%ETFCALFPacer US Small Cap Cash Cows ETF$2,001,655$16,335,999 ▼-89.1%53,3780.3%ETFSPLGSPDR Portfolio S&P 500 ETF$1,940,570$73,191 ▼-3.6%29,5100.3%ETFACNAccenture$1,877,857$1,877,857 ▲New Holding6,0180.3%Computer and TechnologyVOOVanguard S&P 500 ETF$1,683,749$265,720 ▼-13.6%3,2760.2%ETFPEPPepsiCo$1,428,576$1,428,576 ▲New Holding9,5280.2%Consumer StaplesASMLASML$1,413,439$59,639 ▲4.4%2,1330.2%Computer and TechnologyAMATApplied Materials$1,346,695$577,425 ▼-30.0%9,2800.2%Computer and TechnologyEPDEnterprise Products Partners$1,342,453$263,629 ▼-16.4%39,3220.2%EnergyMUMicron Technology$1,311,083$281,524 ▲27.3%15,0890.2%Computer and TechnologyCRMSalesforce$1,285,499$961,306 ▲296.5%4,7900.2%Computer and TechnologyTTDTrade Desk$1,272,952$603,671 ▲90.2%23,2630.2%Computer and TechnologyUPSUnited Parcel Service$1,272,212$195,446 ▲18.2%11,5670.2%TransportationPFEPfizer$1,268,014$117,907 ▲10.3%50,0400.2%MedicalHDViShares Core High Dividend ETF$1,227,869$114,829 ▼-8.6%10,1370.2%ETFAREAlexandria Real Estate Equities$1,214,656$1,214,656 ▲New Holding13,1300.2%FinanceGWWW.W. Grainger$1,045,715$12,367,705 ▼-92.2%1,0580.1%IndustrialsQQQInvesco QQQ$1,017,084$573,283 ▲129.2%2,1680.1%FinanceORealty Income$1,009,644$1,143,884 ▼-53.1%17,4040.1%FinanceSOFISoFi Technologies$933,306$933,306 ▲New Holding80,2500.1%FinanceHOODRobinhood Markets$914,142$914,142 ▲New Holding21,9640.1%FinanceJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$893,029$1,631,008 ▼-64.6%20,4870.1%ETFMELIMercadoLibre$885,695$54,624 ▼-5.8%4540.1%Retail/WholesaleVZVerizon Communications$867,054$1,220,045 ▼-58.5%19,1150.1%Computer and TechnologyDGROiShares Core Dividend Growth ETF$856,839$647,773 ▲309.8%13,8690.1%ETFIVViShares Core S&P 500 ETF$854,650$15,733 ▲1.9%1,5210.1%ETFIBMInternational Business Machines$758,611$14,177 ▼-1.8%3,0500.1%Computer and TechnologyCCICrown Castle$753,166$99,435 ▲15.2%7,2260.1%FinanceRSPInvesco S&P 500 Equal Weight ETF$745,410$1,292,991 ▼-63.4%4,3030.1%ETFIJRiShares Core S&P Small-Cap ETF$731,214$11,767,400 ▼-94.1%6,9920.1%ETFVICIVICI Properties$714,551$86,864 ▲13.8%21,9060.1%FinanceOHIOmega Healthcare Investors$703,160$32,254 ▲4.8%18,4650.1%FinanceAMGNAmgen$670,526$9,956,002 ▼-93.7%2,1520.1%MedicalKLACKLA$661,790$1,562,314 ▼-70.2%9730.1%Computer and TechnologyKMIKinder Morgan$629,818$2,939 ▼-0.5%22,0750.1%EnergyTAT&T$626,762$5,090 ▲0.8%22,1630.1%Computer and TechnologyWMBWilliams Companies$606,179$12,027,729 ▼-95.2%10,1440.1%EnergyMOAltria Group$604,362$19,927 ▼-3.2%10,0690.1%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
