Teamwork Financial Advisors, LLC Purchases in Q1 2025

Teamwork Financial Advisors, LLC

  • $714 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
485K
+ 660.41%
$51.45 - $58.51 $25M - $28.4M
558K $28.9M
GLD
Spdr Gold Trust

ETFs
67.4K
New
$243.19 - $288.14 $16.4M - $19.4M
67.4K $19.4M
XLV
Select Sector Spdr Fund Health

ETFs
131K
New
$137.61 - $149.68 $18M - $19.6M
131K $18.9M
SCHV
Schwab Strategic Tr Us Large C

ETFs
680K
New
$25.77 - $27.6 $17.5M - $18.8M
680K $17.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
33.1K
+ 502.79%
$442.66 - $534.52 $14.7M - $17.7M
39.7K $20.9M
MLPX
Global X Mlp & Energy Infrastr

ETFs
238K
+ 755.52%
$59.6 - $67.2 $14.2M - $16M
269K $17.2M
ABBV
Abb Vie Inc.

Healthcare
51K
+ 2060.9%
$169.2 - $216.66 $8.62M - $11M
53.4K $11.2M
UBER
Uber Technologies, Inc

Technology
74.4K
+ 53.1%
$63.17 - $81.49 $4.7M - $6.06M
214K $15.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
127K
+ 20.17%
$56.17 - $59.71 $7.11M - $7.55M
754K $42.7M
ABT
Abbott Laboratories

Healthcare
25.7K
New
$111.1 - $140.22 $2.86M - $3.61M
25.7K $3.41M
JPM
Jpmorgan Chase & CO

Financial Services
10.2K
+ 15.24%
$225.19 - $279.95 $2.3M - $2.86M
77.3K $19M
QCOM
Qualcomm Inc

Technology
18.2K
New
$151.94 - $175.86 $2.76M - $3.2M
18.2K $2.79M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
64K
+ 15.85%
$53.6 - $58.97 $3.43M - $3.77M
468K $25.4M
QDPL
Pacer Fds Tr Metaurus Us Large
63.5K
New
$36.5 - $40.04 $2.32M - $2.54M
63.5K $2.34M
PLTR
Palantir Technologies Inc.

Technology
27K
+ 810.22%
$64.98 - $124.62 $1.76M - $3.37M
30.4K $2.56M
ADBE
Adobe Inc.

Technology
5.56K
New
$377.84 - $464.11 $2.1M - $2.58M
5.56K $2.13M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
13K
+ 706.74%
$165.25 - $224.62 $2.15M - $2.92M
14.8K $2.46M
ACN
Accenture PLC

Technology
6.02K
New
$300.91 - $398.25 $1.81M - $2.4M
6.02K $1.88M
NVO
Novo Nordisk A S

Healthcare
27.4K
+ 616.15%
$69.3 - $90.95 $1.9M - $2.49M
31.9K $2.21M
MSTR
Microstrategy Inc

Technology
5.98K
+ 248.07%
$239.27 - $396.5 $1.43M - $2.37M
8.39K $2.43M
EMR
Emerson Electric CO

Industrials
18.8K
+ 73.37%
$108.64 - $131.17 $2.04M - $2.47M
44.5K $4.87M
PGR
Progressive Corp

Financial Services
4.78K
+ 64.3%
$235.61 - $291.22 $1.13M - $1.39M
12.2K $3.46M
META
Meta Platforms, Inc.

Communication Services
3.4K
+ 12.04%
$576.36 - $736.67 $1.96M - $2.51M
31.7K $18.3M
PEP
Pepsico Inc

Consumer Defensive
9.53K
New
$142.64 - $156.42 $1.36M - $1.49M
9.53K $1.43M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
44.9K
+ 76.92%
$27.01 - $28.54 $1.21M - $1.28M
103K $2.85M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
13.1K
New
$92.51 - $102.81 $1.21M - $1.35M
13.1K $1.21M
ETN
Eaton Corp PLC

Industrials
5.22K
+ 100.62%
$271.83 - $371.23 $1.42M - $1.94M
10.4K $2.83M
XLI
Industrial Sector Spdr

ETFs
9.95K
+ 7.01%
$128.78 - $141.67 $1.28M - $1.41M
152K $19.8M
GS
Goldman Sachs Group Inc

Financial Services
1.92K
+ 58.67%
$524.81 - $672.19 $1.01M - $1.29M
5.18K $2.83M
SOFI
So Fi Technologies, Inc.

Financial Services
80.3K
New
$11.18 - $18.03 $897K - $1.45M
80.3K $950K
HOOD
Robinhood Markets, Inc.

Technology
22K
New
$35.63 - $65.28 $783K - $1.43M
22K $914K
CRM
Salesforce, Inc.

Technology
3.58K
+ 296.52%
$268.36 - $359.95 $961K - $1.29M
4.79K $1.29M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7.22K
+ 3.66%
$91.45 - $91.75 $661K - $663K
205K $18.8M
DGRO
Ishares Core Dividend Growth E

ETFs
10.5K
+ 309.84%
$60.46 - $64.42 $634K - $675K
13.9K $848K
AMD
Advanced Micro Devices Inc

Technology
12.9K
+ 30.83%
$96.63 - $129.55 $1.24M - $1.66M
54.5K $5.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.22K
+ 129.18%
$468.34 - $539.52 $572K - $659K
2.17K $1.02M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.28K
New
$126.11 - $135.06 $414K - $444K
3.28K $418K
SNOW
Snowflake Inc.

Technology
2.79K
New
$146.16 - $192.78 $408K - $538K
2.79K $407K
BK
Bank Of New York Mellon Corp

Financial Services
945
+ 2.56%
$75.42 - $88.95 $71.3K - $84.1K
37.9K $3.18M
MU
Micron Technology Inc

Technology
3.24K
+ 27.34%
$86.89 - $109.38 $282K - $354K
15.1K $1.31M
SCHG
Schwab Strategic Tr Us Large C

ETFs
9.91K
New
$24.91 - $29.02 $247K - $288K
9.91K $247K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
9.11K
New
$25.12 - $26.05 $229K - $237K
9.11K $229K
CME
Cme Group Inc.

Financial Services
851
New
$225.82 - $266.54 $192K - $227K
851 $225K
GRMN
Garmin LTD

Technology
245
+ 1.56%
$204.55 - $241.93 $50.1K - $59.3K
15.9K $3.45M
ATO
Atmos Energy Corp

Utilities
1.35K
New
$136.51 - $154.58 $184K - $208K
1.35K $208K
CCI
Crown Castle International Corp

Real Estate
954
+ 15.21%
$84.33 - $106.39 $80.5K - $101K
7.23K $753K
VICI
Vici Properties Inc.

Real Estate
2.66K
+ 13.84%
$28.21 - $32.68 $75.1K - $87K
21.9K $714K
PM
Philip Morris International Inc.

Consumer Defensive
313
+ 15.03%
$117.15 - $158.79 $36.7K - $49.7K
2.4K $380K
T
At&T Inc.

Communication Services
180
+ 0.82%
$21.56 - $28.28 $3.88K - $5.09K
22.2K $626K
Activity Summary
Buys All Purchases 72 New Holdings 21 Increased Positions 51 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 18 Puts 0
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