Teamwork Financial Advisors, LLC Reduced Holdings in Q3 2024

Teamwork Financial Advisors, LLC

  • $720 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FANG
Diamondback Energy, Inc.

Energy
-53.3K
- 40.92%
$168.46 - $210.94 $8.98M - $11.2M
77K $13.3M
NOW
Service Now, Inc.

Technology
-15K
- 87.32%
$730.87 - $937.36 $10.9M - $14M
2.17K $1.94M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-190K
- 90.02%
$57.32 - $62.65 $10.9M - $11.9M
21.1K $1.31M
EOG
Eog Resources Inc

Energy
-86K
- 90.22%
$117.9 - $132.65 $10.1M - $11.4M
9.32K $1.15M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-154K
- 87.82%
$49.83 - $62.75 $7.66M - $9.65M
21.3K $1.23M
LLY
Eli Lilly & CO

Healthcare
-10.4K
- 89.19%
$772.14 - $960.02 $8.06M - $10M
1.26K $1.12M
NVO
Novo Nordisk A S

Healthcare
-63.4K
- 91.25%
$119.07 - $145.42 $7.55M - $9.22M
6.08K $723K
MPC
Marathon Petroleum Corp

Energy
-16.9K
- 76.33%
$158.61 - $180.75 $2.68M - $3.05M
5.23K $851K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-17K
- 86.94%
$178.41 - $210.18 $3.03M - $3.57M
2.55K $506K
AMZN
Amazon Com Inc

Consumer Cyclical
-6.61K
- 3.57%
$161.02 - $200.0 $1.06M - $1.32M
179K $33.3M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-39.4K
- 37.74%
$49.7 - $56.11 $1.96M - $2.21M
65.1K $3.57M
CRM
Salesforce, Inc.

Technology
-8.03K
- 85.63%
$238.42 - $276.53 $1.91M - $2.22M
1.35K $368K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-280
- 11.56%
$150.73 - $974.56 $42.2K - $273K
2.14K $341K
COP
Conocophillips

Energy
-16.5K
- 84.75%
$102.3 - $116.61 $1.68M - $1.92M
2.96K $311K
GOOGL
Alphabet Inc.

Communication Services
-219
- 0.19%
$148.65 - $191.18 $32.6K - $41.9K
112K $18.6M
STZ
Constellation Brands, Inc.

Consumer Defensive
-5.12K
- 72.51%
$236.42 - $259.82 $1.21M - $1.33M
1.94K $499K
DVN
Devon Energy Corp

Energy
-24K
- 64.41%
$37.87 - $48.65 $907K - $1.17M
13.2K $517K
KRE
Spdr S&P Regional Banking ETF

ETFs
-23.7K
- 85.18%
$47.94 - $59.23 $1.13M - $1.4M
4.12K $232K
HDV
Ishares Core High Dividend ETF

ETFs
-11K
- 39.95%
$107.62 - $118.76 $1.18M - $1.3M
16.5K $1.94M
V
Visa Inc.

Financial Services
-3.65K
- 30.64%
$253.74 - $291.56 $926K - $1.06M
8.26K $2.27M
KMI
Kinder Morgan, Inc.

Energy
-39.5K
- 57.2%
$19.72 - $22.22 $779K - $878K
29.6K $653K
XLV
Select Sector Spdr Fund Health

ETFs
-4.66K
- 68.58%
$143.3 - $157.24 $667K - $732K
2.13K $328K
NFLX
Netflix Inc

Communication Services
-1.92K
- 9.28%
$598.55 - $722.26 $1.15M - $1.38M
18.7K $13.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-959
- 48.93%
$434.77 - $502.96 $417K - $482K
1K $488K
XLE
Energy Sector Spdr

ETFs
-4.15K
- 46.71%
$84.35 - $93.39 $350K - $388K
4.74K $416K
EPD
Enterprise Products Partners L.P.

Energy
-12.8K
- 16.32%
$27.88 - $30.0 $356K - $383K
65.4K $1.9M
UBER
Uber Technologies, Inc

Technology
-4.44K
- 38.89%
$58.48 - $77.47 $260K - $344K
6.98K $524K
FDL
First Tr Morningstar Dividend

ETFs
-11.8K
- 16.15%
$37.66 - $42.06 $443K - $494K
61K $2.56M
CVX
Chevron Corp

Energy
-510
- 13.51%
$137.88 - $161.97 $70.3K - $82.6K
3.26K $480K
DIV
Global X Superdividend Us ETF

ETFs
-4.85K
- 27.02%
$17.18 - $17.18 $83.3K - $83.3K
13.1K $224K
TTD
Trade Desk, Inc.

Technology
-2.3K
- 15.13%
$83.08 - $110.79 $191K - $255K
12.9K $1.42M
ET
Energy Transfer LP

Energy
-3.1K
- 4.51%
$15.43 - $16.44 $47.8K - $50.9K
65.6K $1.05M
HESM
Hess Midstream LP

Energy
-1.15K
- 8.29%
$34.91 - $38.61 $40.2K - $44.5K
12.7K $449K
CVS
Cvs Health Corp

Healthcare
-1.76K
- 9.78%
$55.81 - $63.18 $97.9K - $111K
16.2K $1.02M
IVV
Ishares Core S&P 500 ETF

ETFs
-122
- 7.82%
$520.18 - $576.82 $63.5K - $70.4K
1.44K $830K
IAU
Ishares Gold Trust

ETFs
-948
- 18.61%
$44.06 - $50.5 $41.8K - $47.9K
4.15K $206K
ABBV
Abb Vie Inc.

Healthcare
-452
- 15.49%
$163.84 - $199.33 $74.1K - $90.1K
2.47K $486K
VIG
Vanguard Dividend Appreciation

ETFs
-49
- 2.6%
$182.15 - $182.15 $8.93K - $8.93K
1.84K $334K
MPW
Medical Properties Trust Inc

Real Estate
-9.38K
- 30.58%
$4.03 - $6.38 $37.8K - $59.8K
21.3K $124K
ORCC
Owl Rock Capital Corp

Financial Services
-329
- 1.49%
N/A
21.8K $291K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-103
- 4.36%
$175.46 - $203.3 $18.1K - $20.9K
2.26K $457K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-273
- 7.64%
$83.76 - $91.82 $22.9K - $25.1K
3.3K $301K
DHR
Danaher Corp

Healthcare
-286
- 9.57%
$239.25 - $280.76 $68.4K - $80.3K
2.7K $751K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.76K
- 7.7%
$77.02 - $85.06 $135K - $149K
21.1K $1.78M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-135
- 4.46%
$73.43 - $80.37 $9.91K - $10.8K
2.89K $232K
BLK
Black Rock Inc.

Financial Services
-33
- 12.18%
$782.27 - $949.51 $25.8K - $31.3K
238 $225K
SFY
Tidal ETF Tr Sofi 500 ETF

ETFs
-5.41K
- 3.91%
$18.31 - $20.82 $99.1K - $113K
133K $2.77M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-326
- 3.38%
$51.29 - $56.57 $16.7K - $18.4K
9.33K $527K
WPC
W. P. Carey Inc.

Real Estate
-560
- 7.05%
$54.63 - $63.96 $30.6K - $35.8K
7.38K $459K
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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