Teamwork Financial Advisors, LLC Reduced Holdings in Q2 2025

Teamwork Financial Advisors, LLC

  • $774 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-90.4K
- 44.08%
$172.42 - $223.89 $15.6M - $20.2M
115K $23.5M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-392K
- 83.84%
$47.46 - $55.3 $18.6M - $21.7M
75.6K $4.16M
XLV
Select Sector Spdr Fund Health

ETFs
-127K
- 96.89%
$128.77 - $144.3 $16.3M - $18.3M
4.07K $548K
XLI
Industrial Sector Spdr

ETFs
-140K
- 92.03%
$116.42 - $147.52 $16.3M - $20.6M
12.1K $1.79M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-32.5K
- 81.72%
$483.48 - $539.8 $15.7M - $17.5M
7.26K $3.53M
TDG
Trans Digm Group Inc

Industrials
-11.3K
- 92.34%
$1231.75 - $1520.64 $13.9M - $17.1M
935 $1.42M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-234K
- 86.84%
$55.32 - $65.02 $12.9M - $15.2M
35.4K $2.22M
TSLA
Tesla, Inc.

Consumer Cyclical
-58.9K
- 71.03%
$221.86 - $362.89 $13.1M - $21.4M
24K $7.64M
UBER
Uber Technologies, Inc

Technology
-181K
- 84.34%
$64.62 - $93.3 $11.7M - $16.9M
33.6K $3.13M
ABBV
Abb Vie Inc.

Healthcare
-50.2K
- 94.0%
$170.16 - $206.27 $8.55M - $10.4M
3.21K $595K
GLD
Spdr Gold Trust

ETFs
-17.1K
- 25.37%
$273.71 - $316.29 $4.68M - $5.41M
50.3K $15.3M
GOOGL
Alphabet Inc.

Communication Services
-14.8K
- 28.37%
$144.7 - $178.6 $2.14M - $2.64M
37.4K $6.59M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-36.9K
- 69.17%
$32.0 - $39.87 $1.18M - $1.47M
16.5K $655K
ASML
Asml Holding Nv

Technology
-1.72K
- 80.54%
$595.37 - $815.24 $1.02M - $1.4M
415 $332K
GRMN
Garmin LTD

Technology
-4.34K
- 27.27%
$173.63 - $218.07 $753K - $946K
11.6K $2.41M
FANG
Diamondback Energy, Inc.

Energy
-1.56K
- 4.47%
$119.25 - $161.49 $186K - $252K
33.3K $4.57M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-32.5K
- 31.53%
$24.32 - $27.87 $791K - $907K
70.7K $1.87M
XLF
Financial Sector Spdr

ETFs
-22.8K
- 30.6%
$43.92 - $52.37 $1M - $1.19M
51.7K $2.71M
NVO
Novo Nordisk A S

Healthcare
-13.5K
- 42.33%
$58.08 - $81.05 $784K - $1.09M
18.4K $1.27M
BK
Bank Of New York Mellon Corp

Financial Services
-13.1K
- 34.51%
$73.31 - $91.62 $960K - $1.2M
24.8K $2.26M
CDNS
Cadence Design Systems Inc

Technology
-5.22K
- 40.02%
$231.64 - $323.08 $1.21M - $1.69M
7.82K $2.41M
CAT
Caterpillar Inc

Industrials
-4.04K
- 34.19%
$273.94 - $388.21 $1.11M - $1.57M
7.78K $3.02M
EMR
Emerson Electric CO

Industrials
-14.3K
- 32.26%
$94.15 - $133.33 $1.35M - $1.91M
30.1K $4.02M
JPSE
J P Morgan Diversified Return

ETFs
-15.2K
- 74.36%
$38.2 - $45.49 $582K - $693K
5.25K $238K
GWW
W.W. Grainger, Inc.

Industrials
-506
- 47.83%
$919.93 - $1101.66 $465K - $557K
552 $574K
ETN
Eaton Corp PLC

Industrials
-3.78K
- 36.34%
$246.52 - $356.99 $932K - $1.35M
6.62K $2.36M
AMGN
Amgen Inc

Healthcare
-331
- 15.38%
$262.28 - $309.85 $86.8K - $103K
1.82K $508K
EPD
Enterprise Products Partners L.P.

Energy
-1.03K
- 2.63%
$28.95 - $34.22 $29.9K - $35.3K
38.3K $1.19M
WMB
Williams Companies, Inc.

Energy
-2.3K
- 33.18%
$54.33 - $62.87 $125K - $145K
4.64K $291K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-204
- 28.22%
$421.16 - $509.5 $85.9K - $104K
519 $231K
V
Visa Inc.

Financial Services
-424
- 5.96%
$308.27 - $373.31 $131K - $158K
6.69K $2.37M
SNOW
Snowflake Inc.

Technology
-1.42K
- 50.81%
$130.53 - $223.77 $185K - $317K
1.37K $307K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.76K
- 28.53%
$51.16 - $62.02 $90.2K - $109K
4.42K $274K
HDV
Ishares Core High Dividend ETF

ETFs
-517
- 5.1%
$108.41 - $120.51 $56K - $62.3K
9.62K $1.13M
DVN
Devon Energy Corp

Energy
-952
- 10.12%
$26.8 - $37.92 $25.5K - $36.1K
8.46K $268K
PSEC
Prospect Capital Corp

Financial Services
-15.4K
- 49.18%
$3.14 - $4.06 $48.2K - $62.4K
15.9K $50K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.05K
- 14.96%
$90.56 - $109.49 $94.7K - $115K
5.95K $649K
MO
Altria Group, Inc.

Consumer Defensive
-728
- 7.23%
$55.56 - $60.91 $40.4K - $44.3K
9.34K $547K
VZ
Verizon Communications Inc

Communication Services
-333
- 1.74%
$41.67 - $45.62 $13.9K - $15.2K
18.8K $812K
XLE
Energy Sector Spdr

ETFs
-179
- 4.1%
$76.44 - $94.13 $13.7K - $16.8K
4.19K $355K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-1.38K
- 6.88%
$25.48 - $27.78 $35K - $38.2K
18.6K $494K
PSX
Phillips 66

Energy
-238
- 9.69%
$92.87 - $125.73 $22.1K - $29.9K
2.22K $264K
KMI
Kinder Morgan, Inc.

Energy
-1.84K
- 8.34%
$25.21 - $29.4 $46.4K - $54.1K
20.2K $594K
MPW
Medical Properties Trust Inc

Real Estate
-114
- 0.65%
$4.31 - $5.91 $491 - $674
17.3K $74K
O
Realty Income Corp

Real Estate
-414
- 2.38%
$52.27 - $58.52 $21.6K - $24.2K
17K $978K
ET
Energy Transfer LP

Energy
-1.13K
- 4.75%
$15.65 - $18.93 $17.7K - $21.4K
22.7K $411K
SACH
Sachem Capital Corp.

Real Estate
-26.1K
- 52.07%
$0.85 - $1.23 $22.2K - $32.1K
24K $28K
TTD
Trade Desk, Inc.

Technology
-5.81K
- 24.98%
$45.27 - $79.4 $263K - $461K
17.5K $1.26M
WPC
W. P. Carey Inc.

Real Estate
-133
- 1.75%
$56.12 - $64.53 $7.46K - $8.58K
7.45K $464K
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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