Teamwork Financial Advisors, LLC Reduced Holdings in Q1 2025

Teamwork Financial Advisors, LLC

  • $714 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-436K
- 89.08%
$36.64 - $45.76 $16M - $19.9M
53.4K $2M
AAPL
Apple Inc.

Technology
-48.7K
- 19.19%
$209.68 - $247.1 $10.2M - $12M
205K $45.6M
XLF
Financial Sector Spdr

ETFs
-364K
- 83.01%
$47.32 - $52.19 $17.2M - $19M
74.5K $3.66M
MSFT
Microsoft Corp

Technology
-35.3K
- 46.6%
$375.39 - $447.2 $13.2M - $15.8M
40.4K $15.2M
GOOGL
Alphabet Inc.

Communication Services
-63.1K
- 54.76%
$154.33 - $206.19 $9.75M - $13M
52.2K $8.05M
GWW
W.W. Grainger, Inc.

Industrials
-12.5K
- 92.2%
$953.54 - $1132.42 $11.9M - $14.2M
1.06K $1.05M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-113K
- 94.15%
$102.49 - $119.96 $11.5M - $13.5M
6.99K $727K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-125K
- 98.25%
$97.76 - $107.35 $12.2M - $13.4M
2.22K $221K
WMB
Williams Companies, Inc.

Energy
-204K
- 96.72%
$54.02 - $61.09 $11M - $12.5M
6.94K $414K
ORCL
Oracle Corp

Technology
-60.4K
- 66.19%
$139.81 - $186.47 $8.44M - $11.3M
30.8K $4.31M
FANG
Diamondback Energy, Inc.

Energy
-30K
- 46.28%
$139.9 - $180.18 $4.2M - $5.41M
34.8K $5.57M
COST
Costco Wholesale Corp

Consumer Defensive
-3.69K
- 17.98%
$890.62 - $1076.86 $3.29M - $3.97M
16.8K $15.9M
CRWD
Crowd Strike Holdings, Inc.

Technology
-7.83K
- 38.92%
$308.86 - $455.36 $2.42M - $3.56M
12.3K $4.33M
ISRG
Intuitive Surgical Inc

Healthcare
-2.96K
- 7.77%
$476.63 - $610.45 $1.41M - $1.81M
35.1K $17.4M
JPSE
J P Morgan Diversified Return

ETFs
-37.4K
- 64.62%
$42.78 - $48.51 $1.6M - $1.82M
20.5K $890K
PANW
Palo Alto Networks Inc

Technology
-8.19K
- 28.04%
$167.82 - $208.28 $1.37M - $1.71M
21K $3.59M
AXP
American Express CO

Financial Services
-4.29K
- 23.53%
$255.39 - $325.87 $1.09M - $1.4M
13.9K $3.75M
KLAC
Kla Corp

Technology
-2.3K
- 70.24%
$636.62 - $777.63 $1.46M - $1.79M
973 $661K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-7.46K
- 63.43%
$169.43 - $182.84 $1.26M - $1.36M
4.3K $739K
NOW
Service Now, Inc.

Technology
-1.02K
- 61.49%
$783.83 - $1170.39 $797K - $1.19M
637 $507K
BA
Boeing CO

Industrials
-6.95K
- 79.86%
$148.15 - $186.25 $1.03M - $1.3M
1.75K $299K
AXON
Axon Enterprise, Inc.

Industrials
-1.26K
- 15.95%
$496.65 - $710.01 $627K - $897K
6.66K $3.5M
CAT
Caterpillar Inc

Industrials
-2.05K
- 14.75%
$326.75 - $407.63 $668K - $834K
11.8K $3.9M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-12.2K
- 81.75%
$81.62 - $96.63 $996K - $1.18M
2.73K $226K
O
Realty Income Corp

Real Estate
-19.7K
- 53.12%
$51.67 - $58.49 $1.02M - $1.15M
17.4K $1.01M
VZ
Verizon Communications Inc

Communication Services
-26.9K
- 58.46%
$37.81 - $46.49 $1.02M - $1.25M
19.1K $867K
AMAT
Applied Materials Inc

Technology
-3.98K
- 30.01%
$145.06 - $195.51 $577K - $778K
9.28K $1.35M
CDNS
Cadence Design Systems Inc

Technology
-494
- 3.65%
$233.96 - $324.52 $116K - $160K
13K $3.32M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1.99K
- 73.39%
$402.49 - $513.76 $803K - $1.02M
723 $350K
NFLX
Netflix Inc

Communication Services
-1.56K
- 8.6%
$828.4 - $1058.6 $1.29M - $1.65M
16.6K $15.4M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-10.6K
- 67.37%
$47.79 - $59.89 $505K - $633K
5.12K $257K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-8.68K
- 58.41%
$57.21 - $65.8 $497K - $571K
6.18K $359K
XLU
Utilities Sector Spdr

ETFs
-7.33K
- 59.91%
$74.7 - $80.27 $547K - $588K
4.9K $382K
TDG
Trans Digm Group Inc

Industrials
-1.44K
- 10.52%
$1251.32 - $1394.11 $1.8M - $2M
12.2K $16.9M
LLY
Eli Lilly & CO

Healthcare
-537
- 61.65%
$725.72 - $929.72 $390K - $499K
334 $275K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-517
- 13.63%
$507.05 - $563.67 $262K - $291K
3.28K $1.67M
EOG
Eog Resources Inc

Energy
-3.14K
- 44.45%
$120.54 - $138.05 $378K - $433K
3.92K $503K
ZS
Zscaler, Inc.

Technology
-1.83K
- 41.61%
$181.66 - $216.87 $333K - $398K
2.57K $510K
SPYG
Spdr Portfolio

ETFs
-2.05K
- 29.48%
$80.05 - $92.39 $164K - $190K
4.91K $393K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.11K
- 3.63%
$64.88 - $72.1 $72.2K - $80.2K
29.5K $1.93M
MPC
Marathon Petroleum Corp

Energy
-1.16K
- 42.95%
$134.72 - $159.03 $156K - $184K
1.54K $223K
EPD
Enterprise Products Partners L.P.

Energy
-7.72K
- 16.41%
$31.75 - $34.14 $245K - $264K
39.3K $1.34M
PSX
Phillips 66

Energy
-1.26K
- 33.93%
$113.93 - $131.55 $144K - $166K
2.46K $303K
V
Visa Inc.

Financial Services
-1.15K
- 13.87%
$306.92 - $362.71 $351K - $415K
7.11K $2.49M
TJX
Tjx Companies Inc

Consumer Cyclical
-834
- 27.28%
$112.81 - $126.16 $94.1K - $105K
2.22K $270K
IRM
Iron Mountain Inc

Real Estate
-30
- 0.67%
$82.79 - $111.31 $2.48K - $3.34K
4.46K $384K
WMT
Walmart Inc.

Consumer Defensive
-767
- 11.16%
$84.5 - $105.05 $64.8K - $80.6K
6.11K $536K
ET
Energy Transfer LP

Energy
-2.75K
- 10.36%
$17.26 - $21.08 $47.5K - $58K
23.8K $442K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-3.04K
- 13.21%
$25.54 - $27.64 $77.6K - $84K
20K $540K
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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