Teamwork Financial Advisors, LLC Reduced Holdings in Q3 2025

Teamwork Financial Advisors, LLC

  • $869 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-756K
- 91.17%
$48.72 - $50.73 $36.8M - $38.3M
73.2K $3.61M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-418K
- 45.99%
$55.61 - $57.37 $23.2M - $24M
490K $28M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-397K
- 87.92%
$53.81 - $57.52 $21.3M - $22.8M
54.5K $3.13M
ISRG
Intuitive Surgical Inc

Healthcare
-30.6K
- 86.01%
$433.66 - $544.47 $13.3M - $16.7M
4.98K $2.23M
PGR
Progressive Corp

Financial Services
-55.3K
- 85.03%
$238.61 - $264.3 $13.2M - $14.6M
9.74K $2.4M
GLD
Spdr Gold Trust

ETFs
-49.1K
- 97.62%
$300.96 - $355.47 $14.8M - $17.5M
1.2K $425K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-159K
- 29.24%
$91.44 - $91.77 $14.6M - $14.6M
385K $35.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-47.5K
- 21.44%
$211.65 - $238.24 $10M - $11.3M
174K $38.2M
META
Meta Platforms, Inc.

Communication Services
-9.12K
- 26.49%
$695.21 - $791.73 $6.34M - $7.22M
25.3K $18.6M
NFLX
Netflix Inc

Communication Services
-3.65K
- 21.61%
$1147.87 - $1297.18 $4.19M - $4.73M
13.2K $15.9M
JPM
Jpmorgan Chase & CO

Financial Services
-24K
- 31.08%
$282.78 - $316.06 $6.79M - $7.59M
53.3K $16.8M
MSFT
Microsoft Corp

Technology
-11.3K
- 16.68%
$491.09 - $535.64 $5.56M - $6.07M
56.6K $29.3M
PWR
Quanta Services, Inc.

Industrials
-15.3K
- 28.05%
$372.29 - $421.68 $5.7M - $6.46M
39.3K $16.3M
COST
Costco Wholesale Corp

Consumer Defensive
-2.57K
- 13.19%
$915.95 - $994.57 $2.35M - $2.55M
16.9K $15.6M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-61.3K
- 81.14%
$55.15 - $58.11 $3.38M - $3.56M
14.3K $819K
NVDA
Nvidia Corp

Technology
-48.9K
- 21.9%
$153.3 - $186.58 $7.49M - $9.12M
174K $32.5M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-20.1K
- 39.7%
$65.64 - $78.22 $1.32M - $1.57M
30.6K $2.05M
FANG
Diamondback Energy, Inc.

Energy
-12.3K
- 36.99%
$134.53 - $152.5 $1.66M - $1.88M
21K $3M
FICO
Fair Isaac Corp

Technology
-655
- 76.61%
$1311.26 - $1869.83 $859K - $1.22M
200 $299K
ABT
Abbott Laboratories

Healthcare
-8.59K
- 32.86%
$120.51 - $136.62 $1.04M - $1.17M
17.5K $2.35M
QDPL
Pacer Fds Tr Metaurus Us Large
-32.2K
- 50.21%
$39.4 - $42.1 $1.27M - $1.36M
31.9K $1.34M
XLI
Industrial Sector Spdr

ETFs
-7.41K
- 61.17%
$147.94 - $154.99 $1.1M - $1.15M
4.7K $725K
TDG
Trans Digm Group Inc

Industrials
-245
- 26.2%
$1271.04 - $1620.83 $311K - $397K
690 $909K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-9.68K
- 58.8%
$39.37 - $44.24 $381K - $428K
6.78K $296K
XLV
Select Sector Spdr Fund Health

ETFs
-2.6K
- 63.9%
$129.01 - $139.72 $335K - $363K
1.47K $204K
GWW
W.W. Grainger, Inc.

Industrials
-309
- 55.98%
$932.44 - $1059.49 $288K - $327K
243 $231K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.26K
- 38.04%
$108.46 - $120.63 $245K - $273K
3.68K $437K
IBM
International Business Machines Corp

Technology
-503
- 16.46%
$234.77 - $292.47 $118K - $147K
2.55K $720K
AMGN
Amgen Inc

Healthcare
-650
- 35.69%
$271.18 - $309.22 $176K - $201K
1.17K $330K
ZS
Zscaler, Inc.

Technology
-482
- 28.06%
$267.68 - $316.5 $129K - $153K
1.24K $370K
NOW
Service Now, Inc.

Technology
-114
- 19.96%
$850.86 - $1044.69 $97K - $119K
457 $420K
BA
Boeing CO

Industrials
-552
- 26.17%
$209.79 - $237.38 $116K - $131K
1.56K $336K
EOG
Eog Resources Inc

Energy
-7
- 0.05%
$112.12 - $126.1 $785 - $883
13.3K $1.49M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-3.4K
- 18.25%
$25.67 - $27.21 $87.1K - $92.4K
15.2K $409K
KMI
Kinder Morgan, Inc.

Energy
-2.02K
- 10.0%
$26.23 - $28.5 $53.1K - $57.7K
18.2K $515K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.66K
- 6.6%
$26.38 - $27.95 $123K - $130K
66K $1.8M
HDV
Ishares Core High Dividend ETF

ETFs
-991
- 10.3%
$118.16 - $123.66 $117K - $123K
8.63K $1.06M
ET
Energy Transfer LP

Energy
-2.16K
- 9.53%
$17.11 - $18.16 $37K - $39.2K
20.5K $352K
VZ
Verizon Communications Inc

Communication Services
-1.43K
- 7.63%
$40.84 - $45.06 $58.5K - $64.6K
17.3K $762K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-338
- 4.65%
$459.11 - $506.91 $155K - $171K
6.92K $3.48M
ORCC
Owl Rock Capital Corp

Financial Services
-2.45K
- 11.74%
N/A
18.4K $246K
DVN
Devon Energy Corp

Energy
-1.73K
- 20.48%
$31.75 - $36.99 $55K - $64.1K
6.72K $235K
SPYG
Spdr Portfolio

ETFs
-726
- 15.02%
$94.33 - $105.31 $68.5K - $76.5K
4.11K $429K
VTI
Vanguard Total Stock Market Et

ETFs
-165
- 17.33%
$303.93 - $329.86 $50.1K - $54.4K
787 $258K
DIV
Global X Superdividend Us ETF

ETFs
-1.72K
- 13.91%
N/A
10.7K $183K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-275
- 8.68%
$567.77 - $614.76 $156K - $169K
2.9K $1.77M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.87K
- 15.43%
$28.92 - $32.19 $54K - $60.1K
10.2K $326K
DIS
Walt Disney CO

Communication Services
-44
- 2.45%
$112.25 - $124.0 $4.94K - $5.46K
1.75K $200K
VIG
Vanguard Dividend Appreciation

ETFs
-98
- 5.17%
N/A
1.8K $327K
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