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
UNH
Unitedhealth Group Inc

Healthcare
-44
- 6.85%
$488.01 - $604.18 $21.5K - $26.6K
598 $349K
VXF
Vanguard Extended Market ETF

ETFs
-6
- 0.33%
$163.98 - $182.92 $984 - $1.1K
1.8K $327K
PM
Philip Morris International Inc.

Consumer Defensive
-160
- 7.34%
$101.25 - $127.45 $16.2K - $20.4K
2.02K $245K
MELI
Mercadolibre Inc

Consumer Cyclical
-93
- 16.85%
$1591.44 - $2140.1 $148K - $199K
459 $941K
HD
Home Depot, Inc.

Consumer Cyclical
-19
- 2.75%
$333.64 - $405.2 $6.34K - $7.7K
672 $272K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-976
- 3.08%
$60.84 - $67.51 $59.4K - $65.9K
30.8K $2.08M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-114
- 2.82%
$475.2 - $527.7 $54.2K - $60.2K
3.93K $2.07M
T
At&T Inc.

Communication Services
-654
- 2.86%
$18.21 - $22.28 $11.9K - $14.6K
22.2K $489K
IRM
Iron Mountain Inc

Real Estate
-202
- 4.29%
$89.69 - $119.32 $18.1K - $24.1K
4.5K $534K
XOM
Exxon Mobil Corp

Energy
-130
- 0.18%
$109.72 - $119.0 $14.3K - $15.5K
71.9K $8.42M
XLU
Utilities Sector Spdr

ETFs
-371
- 1.8%
$67.67 - $80.78 $25.1K - $30K
20.2K $1.63M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-377
- 4.53%
$405.19 - $478.57 $153K - $180K
7.94K $3.66M
JPM
Jpmorgan Chase & CO

Financial Services
-753
- 1.15%
$194.9 - $224.8 $147K - $169K
64.9K $13.7M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-5.48K
- 1.4%
$53.41 - $57.9 $292K - $317K
386K $22.3M
META
Meta Platforms, Inc.

Communication Services
-1.58K
- 5.36%
$453.41 - $572.44 $715K - $903K
27.8K $15.9M
XLI
Industrial Sector Spdr

ETFs
-2.66K
- 1.98%
$120.56 - $135.44 $321K - $361K
132K $17.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-3.19K
- 0.54%
$54.98 - $59.51 $176K - $190K
588K $35M
ORCL
Oracle Corp

Technology
-8.2K
- 7.36%
$125.9 - $170.35 $1.03M - $1.4M
103K $17.6M
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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