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
HDV
Ishares Core High Dividend ETF

ETFs
-948
- 8.55%
$110.86 - $121.12 $105K - $115K
10.1K $1.21M
HD
Home Depot, Inc.

Consumer Cyclical
-28
- 4.13%
$347.25 - $424.87 $9.72K - $11.9K
650 $238K
UNH
Unitedhealth Group Inc

Healthcare
-68
- 10.64%
$461.52 - $548.18 $31.4K - $37.3K
571 $299K
PSEC
Prospect Capital Corp

Financial Services
-4.25K
- 11.97%
$4.1 - $4.45 $17.4K - $18.9K
31.2K $128K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-50
- 2.92%
$196.12 - $229.48 $9.81K - $11.5K
1.67K $334K
SACH
Sachem Capital Corp.

Real Estate
-4.07K
- 7.52%
$1.02 - $1.33 $4.15K - $5.41K
50.1K $54K
SPY
Spdr S&P 500 ETF Trust

ETFs
-9
- 1.81%
$551.42 - $612.93 $4.96K - $5.52K
489 $273K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-177
- 2.79%
$55.41 - $60.74 $9.81K - $10.8K
6.17K $346K
ORCC
Owl Rock Capital Corp

Financial Services
-896
- 4.13%
N/A
20.8K $278K
OXLC
Oxford Lane Capital Corp.

Financial Services
-1.09K
- 8.05%
$4.3 - $5.17 $4.7K - $5.65K
12.5K $58K
ARCC
Ares Capital Corp

Financial Services
-313
- 2.94%
$21.28 - $23.81 $6.66K - $7.45K
10.3K $229K
VIG
Vanguard Dividend Appreciation

ETFs
-3
- 0.16%
N/A
1.85K $336K
Super Micro Computer Inc
-33.6K
- 85.09%
N/A
5.89K $0
Tidal ETF Tr
-1.48K
- 5.57%
N/A
25K $0
Tidal ETF Tr
-5.78K
- 1.74%
N/A
326K $0
LYV
Live Nation Entertainment, Inc.

Communication Services
-5
- 0.13%
$115.79 - $154.66 $579 - $773
3.79K $494K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-517
- 5.65%
$48.65 - $53.06 $25.2K - $27.4K
8.63K $448K
XLE
Energy Sector Spdr

ETFs
-243
- 5.27%
$85.7 - $93.96 $20.8K - $22.8K
4.37K $403K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-274
- 4.78%
$35.35 - $42.74 $9.69K - $11.7K
5.46K $225K
KMI
Kinder Morgan, Inc.

Energy
-103
- 0.46%
$26.1 - $31.22 $2.69K - $3.22K
22.1K $629K
DVN
Devon Energy Corp

Energy
-367
- 3.75%
$33.15 - $38.55 $12.2K - $14.1K
9.41K $351K
SPGI
S&P Global Inc.

Financial Services
-65
- 0.9%
$478.26 - $543.77 $31.1K - $35.3K
7.17K $3.64M
CVX
Chevron Corp

Energy
-64
- 2.1%
$146.71 - $167.97 $9.39K - $10.8K
2.99K $500K
MO
Altria Group, Inc.

Consumer Defensive
-332
- 3.19%
$50.81 - $60.02 $16.9K - $19.9K
10.1K $604K
FDL
First Tr Morningstar Dividend

ETFs
-1.46K
- 2.96%
$39.69 - $43.83 $57.8K - $63.8K
47.7K $2.04M
MELI
Mercadolibre Inc

Consumer Cyclical
-28
- 5.81%
$1739.0 - $2260.0 $48.7K - $63.3K
454 $885K
IBM
International Business Machines Corp

Technology
-57
- 1.83%
$217.4 - $264.74 $12.4K - $15.1K
3.05K $758K
VLO
Valero Energy Corp

Energy
-5
- 0.02%
$121.76 - $142.99 $609 - $715
23K $3.04M
XOM
Exxon Mobil Corp

Energy
-622
- 0.87%
$105.44 - $118.93 $65.6K - $74K
71.1K $8.46M
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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