Teamwork Financial Advisors, LLC Incresed Positions 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
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
JPM
Jpmorgan Chase & CO

Financial Services
10.2K
+ 15.24%
$225.19 - $279.95 $2.3M - $2.86M
77.3K $19M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
64K
+ 15.85%
$53.6 - $58.97 $3.43M - $3.77M
468K $25.4M
PLTR
Palantir Technologies Inc.

Technology
27K
+ 810.22%
$64.98 - $124.62 $1.76M - $3.37M
30.4K $2.56M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
13K
+ 706.74%
$165.25 - $224.62 $2.15M - $2.92M
14.8K $2.46M
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
SCHD
Schwab Strategic Tr Us Dividen

ETFs
44.9K
+ 76.92%
$27.01 - $28.54 $1.21M - $1.28M
103K $2.85M
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
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
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
GRMN
Garmin LTD

Technology
245
+ 1.56%
$204.55 - $241.93 $50.1K - $59.3K
15.9K $3.45M
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
WPC
W. P. Carey Inc.

Real Estate
543
+ 7.72%
$53.5 - $65.05 $29.1K - $35.3K
7.58K $478K
EPR
Epr Properties

Real Estate
295
+ 2.76%
$43.98 - $53.81 $13K - $15.9K
11K $567K
IAU
Ishares Gold Trust

ETFs
794
+ 19.14%
$49.74 - $58.96 $39.5K - $46.8K
4.94K $291K
PFE
Pfizer Inc

Healthcare
4.65K
+ 10.25%
$25.01 - $27.13 $116K - $126K
50K $1.27M
UPS
United Parcel Service Inc

Industrials
1.78K
+ 18.15%
$109.66 - $136.26 $195K - $242K
11.6K $1.27M
MPW
Medical Properties Trust Inc

Real Estate
34
+ 0.2%
$3.83 - $6.21 $130 - $211
17.5K $105K
OHI
Omega Healthcare Investors Inc

Real Estate
847
+ 4.81%
$35.7 - $38.33 $30.2K - $32.5K
18.5K $703K
ENB
Enbridge Inc

Energy
106
+ 1.44%
$41.54 - $45.45 $4.4K - $4.82K
7.48K $331K
Lithium Amers Corp New
143K
+ 20.07%
N/A
858K $0
Arista Networks Inc
36.5K
+ 17.02%
N/A
251K $0
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
17
+ 0.28%
$49.69 - $50.76 $845 - $863
6.2K $309K
ASML
Asml Holding Nv

Technology
90
+ 4.41%
$662.63 - $776.99 $59.6K - $69.9K
2.13K $1.41M
PWR
Quanta Services, Inc.

Industrials
2.24K
+ 23.95%
$236.71 - $358.03 $531K - $803K
11.6K $2.95M
IVV
Ishares Core S&P 500 ETF

ETFs
28
+ 1.88%
$554.06 - $615.85 $15.5K - $17.2K
1.52K $848K
AVGO
Broadcom Inc.

Technology
2.49K
+ 31.7%
$167.43 - $244.7 $417K - $610K
10.4K $1.73M
TTD
Trade Desk, Inc.

Technology
11K
+ 90.2%
$53.59 - $126.58 $591K - $1.4M
23.3K $1.27M
GOOG
Alphabet Inc.

Communication Services
2.12K
+ 12.67%
$156.06 - $207.71 $331K - $441K
18.9K $2.95M
NVDA
Nvidia Corp

Technology
45.9K
+ 22.36%
$106.98 - $149.43 $4.91M - $6.85M
251K $27.2M
TSLA
Tesla, Inc.

Consumer Cyclical
22.6K
+ 37.51%
$222.15 - $428.22 $5.03M - $9.69M
83K $21.5M
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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