Teamwork Financial Advisors, LLC Purchases in Q3 2025

Teamwork Financial Advisors, LLC

  • $869 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
3.06K
New
$65.67 - $71.67 $201K - $220K
3.06K $203K
UPS
United Parcel Service Inc

Industrials
5.5K
+ 35.38%
$82.58 - $105.54 $455K - $581K
21.1K $1.76M
WMT
Walmart Inc.

Consumer Defensive
1.27K
+ 18.37%
$94.4 - $104.27 $120K - $132K
8.17K $842K
HD
Home Depot, Inc.

Consumer Cyclical
303
+ 32.23%
$357.4 - $423.42 $108K - $128K
1.24K $503K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
14.2K
New
$8.89 - $10.82 $126K - $153K
14.2K $125K
DGRO
Ishares Core Dividend Growth E

ETFs
771
+ 4.95%
$64.12 - $68.08 $49.4K - $52.5K
16.4K $1.11M
LMT
Lockheed Martin Corp

Industrials
173
+ 36.19%
$410.74 - $499.21 $71.1K - $86.4K
651 $324K
OPEN
Opendoor Technologies Inc.

Real Estate
12.5K
New
$0.56 - $10.52 $6.99K - $131K
12.5K $99K
SNOW
Snowflake Inc.

Technology
419
+ 30.52%
$191.73 - $241.0 $80.3K - $101K
1.79K $404K
IAU
Ishares Gold Trust

ETFs
510
+ 10.32%
$61.62 - $72.77 $31.4K - $37.1K
5.45K $396K
NET
Cloudflare, Inc.

Technology
185
+ 9.44%
$181.39 - $228.28 $33.6K - $42.2K
2.14K $460K
CHKP
Check Point Software Technologies LTD

Technology
414
+ 44.42%
$180.73 - $231.23 $74.8K - $95.7K
1.35K $278K
MLPX
Global X Mlp & Energy Infrastr

ETFs
839
+ 2.37%
$59.5 - $62.99 $49.9K - $52.8K
36.3K $2.27M
CVX
Chevron Corp

Energy
32
+ 1.0%
$145.57 - $161.83 $4.66K - $5.18K
3.24K $503K
XLE
Energy Sector Spdr

ETFs
240
+ 5.73%
$84.25 - $91.99 $20.2K - $22.1K
4.43K $395K
SCHW
Schwab Charles Corp

Financial Services
270
+ 12.06%
$91.03 - $98.69 $24.6K - $26.6K
2.51K $239K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
819
+ 8.7%
$46.51 - $50.07 $38.1K - $41K
10.2K $480K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
17
+ 0.27%
$59.61 - $63.09 $1.01K - $1.07K
6.21K $390K
CME
Cme Group Inc.

Financial Services
66
+ 7.86%
$258.83 - $287.1 $17.1K - $18.9K
906 $244K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
400
+ 2.16%
$24.11 - $24.94 $9.64K - $9.98K
18.9K $471K
FDX
Fedex Corp

Industrials
3
+ 0.32%
$217.1 - $243.2 $651 - $730
934 $220K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
20
+ 0.32%
$49.09 - $50.58 $982 - $1.01K
6.24K $314K
TRFK
Pacer Fds Tr
14.3K
New
N/A
14.3K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
14.9K
+ 16.88%
N/A
103K $0
Neos ETF Trust
8.97K
+ 27.63%
N/A
41.4K $0
Two Hbrs Invt Corp
11.3K
New
N/A
11.3K $0
Tidal Trust I
80.6K
+ 24.18%
N/A
414K $0
Grayscale Ethereum Mini Tr E
22.4K
New
N/A
22.4K $0
Lam Research Corp
102K
New
N/A
102K $0
Arista Networks Inc
58.6K
+ 80.37%
N/A
132K $0
Astera Labs Inc
3.55K
+ 142.12%
N/A
6.04K $0
Lithium Amers Corp New
269K
+ 26.55%
N/A
1.28M $0
Pacer Fds Tr
99.9K
+ 17.59%
N/A
668K $0
Blackrock Inc
178
New
N/A
178 $0
Rocket Lab Corp
14.8K
+ 139.75%
N/A
25.4K $0
Bitmine Immersion Tecnologie
10.2K
New
N/A
10.2K $0
Nebius Group N.V.
6.35K
New
N/A
6.35K $0
V
Visa Inc.

Financial Services
270
+ 4.04%
$332.09 - $358.86 $89.7K - $96.9K
6.96K $2.37M
T
At&T Inc.

Communication Services
230
+ 1.05%
$26.94 - $29.62 $6.2K - $6.81K
22.1K $623K
PM
Philip Morris International Inc.

Consumer Defensive
169
+ 6.6%
$157.77 - $183.27 $26.7K - $31K
2.73K $442K
MELI
Mercadolibre Inc

Consumer Cyclical
20
+ 4.64%
$2292.04 - $2514.05 $45.8K - $50.3K
451 $1.05M
TTD
Trade Desk, Inc.

Technology
5.81K
+ 33.28%
$43.93 - $89.76 $255K - $521K
23.3K $1.14M
Activity Summary
Buys All Purchases 93 New Holdings 19 Increased Positions 74 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 28 Puts 0
Track This Portfolio

Track Teamwork Financial Advisors, LLC Portfolio

Follow Teamwork Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Teamwork Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Teamwork Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email