Teamwork Financial Advisors, LLC Purchases in Q2 2025

Teamwork Financial Advisors, LLC

  • $774 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
515
+ 15.68%
$114.78 - $133.31 $59.1K - $68.7K
3.8K $506K
PM
Philip Morris International Inc.

Consumer Defensive
164
+ 6.85%
$149.23 - $184.95 $24.5K - $30.3K
2.56K $466K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
44
+ 2.64%
$180.84 - $240.32 $7.96K - $10.6K
1.71K $410K
VLO
Valero Energy Corp

Energy
154
+ 0.67%
$104.69 - $141.77 $16.1K - $21.8K
23.2K $3.12M
IRM
Iron Mountain Inc

Real Estate
12
+ 0.27%
$76.93 - $105.25 $923 - $1.26K
4.48K $459K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
4.48K
+ 34.15%
$67.83 - $92.33 $304K - $414K
17.6K $1.28M
VXF
Vanguard Extended Market ETF

ETFs
5
+ 0.28%
$150.43 - $192.71 $752 - $964
1.81K $347K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
18
+ 0.29%
$50.39 - $60.05 $907 - $1.08K
6.19K $371K
CRM
Salesforce, Inc.

Technology
11
+ 0.23%
$236.26 - $291.15 $2.6K - $3.2K
4.8K $1.31M
ENB
Enbridge Inc

Energy
321
+ 4.29%
$41.09 - $47.16 $13.2K - $15.1K
7.8K $353K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
785
+ 9.1%
$45.07 - $52.57 $35.4K - $41.3K
9.42K $460K
VIG
Vanguard Dividend Appreciation

ETFs
49
+ 2.65%
N/A
1.9K $345K
VICI
Vici Properties Inc.

Real Estate
232
+ 1.06%
$29.41 - $32.97 $6.82K - $7.65K
22.1K $721K
ATO
Atmos Energy Corp

Utilities
50
+ 3.71%
$145.06 - $162.66 $7.25K - $8.13K
1.4K $215K
FDL
First Tr Morningstar Dividend

ETFs
1.11K
+ 2.32%
$38.19 - $43.19 $42.4K - $47.9K
48.8K $2.05M
ORCC
Owl Rock Capital Corp

Financial Services
42
+ 0.2%
N/A
20.8K $279K
Ge Vernova Inc
30.1K
+ 307.33%
N/A
40K $0
Ishares Bitcoin Trust ETF
256K
+ 4088.31%
N/A
262K $0
Tidal Trust I
7.65K
+ 2.35%
N/A
333K $0
Lithium Amers Corp New
155K
+ 18.08%
N/A
1.01M $0
Pacer Fds Tr
568K
New
N/A
568K $0
Neos ETF Trust
32.5K
New
N/A
32.5K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
88.2K
New
N/A
88.2K $0
Astera Labs Inc
2.5K
New
N/A
2.5K $0
Rocket Lab Corp
10.6K
New
N/A
10.6K $0
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
19
+ 0.31%
$48.46 - $50.2 $921 - $954
6.22K $308K
LLY
Eli Lilly & CO

Healthcare
17
+ 5.09%
$713.71 - $898.95 $12.1K - $15.3K
351 $273K
CVX
Chevron Corp

Energy
220
+ 7.36%
$133.73 - $168.51 $29.4K - $37.1K
3.21K $459K
XOM
Exxon Mobil Corp

Energy
597
+ 0.84%
$99.93 - $119.04 $59.7K - $71.1K
71.7K $7.73M
Activity Summary
Buys All Purchases 80 New Holdings 19 Increased Positions 61 Sells All Sells 85 Reductions 85 Sold out 0 Options Calls 22 Puts 0
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