Teamwork Financial Advisors, LLC Incresed Positions in Q3 2024

Teamwork Financial Advisors, LLC

  • $720 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
43.1K
+ 4946.44%
$309.38 - $337.38 $13.3M - $14.6M
44K $14.2M
WMB
Williams Companies, Inc.

Energy
270K
+ 2955.24%
$41.24 - $46.22 $11.1M - $12.5M
279K $12.7M
COST
Costco Wholesale Corp

Consumer Defensive
13.5K
+ 258.85%
$801.83 - $917.05 $10.8M - $12.4M
18.7K $16.6M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
114K
+ 2490.0%
$94.32 - $105.04 $10.7M - $11.9M
118K $12.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
100K
+ 2082.67%
$105.53 - $118.34 $10.6M - $11.9M
105K $12.3M
AAPL
Apple Inc.

Technology
10.4K
+ 4.26%
$207.23 - $234.82 $2.15M - $2.44M
254K $59.2M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
62K
+ 46.27%
$91.42 - $91.82 $5.67M - $5.69M
196K $18M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
9.5K
+ 1588.13%
$460.0 - $505.78 $4.37M - $4.8M
10.1K $4.69M
XLF
Financial Sector Spdr

ETFs
63.1K
+ 19.52%
$40.84 - $45.74 $2.58M - $2.89M
386K $17.5M
ANET
Arista Networks, Inc.

Technology
4.85K
+ 9.61%
$311.42 - $388.21 $1.51M - $1.88M
55.3K $21.2M
CAT
Caterpillar Inc

Industrials
2.09K
+ 5.45%
$316.8 - $391.12 $661K - $816K
40.3K $15.8M
TDG
Trans Digm Group Inc

Industrials
908
+ 9.05%
$1202.03 - $1427.41 $1.09M - $1.3M
10.9K $15.6M
TSLA
Tesla, Inc.

Consumer Cyclical
2.69K
+ 9.11%
$191.76 - $263.26 $516K - $709K
32.2K $8.44M
GWW
W.W. Grainger, Inc.

Industrials
532
+ 4.01%
$896.19 - $1044.18 $477K - $556K
13.8K $14.3M
AXON
Axon Enterprise, Inc.

Industrials
3.03K
+ 39.56%
$286.16 - $399.6 $866K - $1.21M
10.7K $4.26M
GRMN
Garmin LTD

Technology
9.92K
+ 173.71%
$161.1 - $183.29 $1.6M - $1.82M
15.6K $2.75M
ISRG
Intuitive Surgical Inc

Healthcare
195
+ 0.56%
$416.14 - $494.01 $81.1K - $96.3K
34.8K $17.1M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
8.15K
+ 1.84%
$42.22 - $48.62 $344K - $396K
450K $20.9M
AMD
Advanced Micro Devices Inc

Technology
7.25K
+ 23.91%
$128.67 - $183.96 $932K - $1.33M
37.6K $6.16M
NVDA
Nvidia Corp

Technology
10.8K
+ 5.4%
$98.91 - $134.91 $1.07M - $1.46M
212K $25.7M
AXP
American Express CO

Financial Services
756
+ 4.45%
$225.92 - $271.17 $171K - $205K
17.7K $4.81M
PANW
Palo Alto Networks Inc

Technology
1.52K
+ 11.73%
$294.18 - $368.01 $446K - $558K
14.5K $4.94M
CRWD
Crowd Strike Holdings, Inc.

Technology
16.5K
+ 41.35%
$217.89 - $392.15 $3.6M - $6.47M
56.4K $15.8M
VZ
Verizon Communications Inc

Communication Services
7.21K
+ 21.2%
$38.89 - $45.0 $280K - $324K
41.2K $1.85M
TJX
Tjx Companies Inc

Consumer Cyclical
3.29K
+ 79.06%
$107.93 - $120.23 $355K - $395K
7.45K $875K
MSFT
Microsoft Corp

Technology
3.67K
+ 5.19%
$395.15 - $467.56 $1.45M - $1.72M
74.5K $32M
VICI
Vici Properties Inc.

Real Estate
6.14K
+ 38.7%
$27.64 - $34.08 $170K - $209K
22K $732K
SPYG
Spdr Portfolio

ETFs
2.73K
+ 59.34%
$73.38 - $84.1 $200K - $229K
7.32K $607K
IWM
Ishares Russell 2000 ETF

ETFs
883
+ 39.76%
$200.87 - $224.6 $177K - $198K
3.1K $685K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.53K
+ 89.29%
$44.66 - $49.15 $202K - $223K
9.6K $452K
FCX
Freeport Mcmoran Inc

Basic Materials
3.5K
+ 17.79%
$39.52 - $51.92 $138K - $182K
23.2K $1.16M
SHV
Ishares Tr

ETFs
1.75K
+ 43.9%
$110.05 - $110.63 $192K - $193K
5.72K $633K
CDNS
Cadence Design Systems Inc

Technology
2.14K
+ 19.43%
$246.84 - $321.11 $527K - $686K
13.1K $3.56M
WMT
Walmart Inc.

Consumer Defensive
59
+ 0.75%
$66.91 - $81.4 $3.95K - $4.8K
7.94K $641K
MO
Altria Group, Inc.

Consumer Defensive
588
+ 6.08%
$45.95 - $54.71 $27K - $32.2K
10.3K $523K
SACH
Sachem Capital Corp.

Real Estate
32.8K
+ 78.38%
$2.25 - $3.0 $73.7K - $98.3K
74.6K $187K
ENB
Enbridge Inc

Energy
861
+ 12.27%
$35.27 - $41.18 $30.4K - $35.5K
7.88K $319K
KLAC
Kla Corp

Technology
361
+ 8.43%
$696.17 - $892.35 $251K - $322K
4.64K $3.59M
SPY
Spdr S&P 500 ETF Trust

ETFs
56
+ 12.93%
$517.38 - $573.86 $29K - $32.1K
489 $280K
PSEC
Prospect Capital Corp

Financial Services
9.38K
+ 17.33%
$4.75 - $5.6 $44.6K - $52.5K
63.5K $340K
VTI
Vanguard Total Stock Market Et

ETFs
62
+ 7.21%
$255.18 - $283.2 $15.8K - $17.6K
922 $261K
XLK
Technology Sector Spdr

ETFs
119
+ 2.0%
$197.34 - $237.68 $23.5K - $28.3K
6.06K $1.37M
VUG
Vanguard Growth ETF

ETFs
32
+ 5.84%
$341.08 - $391.94 $10.9K - $12.5K
580 $222K
AVGO
Broadcom Inc.

Technology
11.3K
+ 837.06%
$136.27 - $1745.86 $1.54M - $19.7M
12.6K $2.18M
MRK
Merck & Co., Inc.

Healthcare
304
+ 12.4%
$111.15 - $128.97 $33.8K - $39.2K
2.76K $312K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
18
+ 0.29%
$50.15 - $51.27 $903 - $923
6.16K $315K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
11
+ 0.6%
$147.95 - $191.05 $1.63K - $2.1K
1.84K $319K
Lithium Amers Corp New
382K
+ 2274.28%
N/A
399K $0
ZS
Zscaler, Inc.

Technology
2.16K
+ 10.9%
$155.9 - $204.47 $337K - $442K
22K $3.76M
Activity Summary
Buys All Purchases 87 New Holdings 35 Increased Positions 52 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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