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
PSEC
Prospect Capital Corp

Financial Services
-3.14K
- 19.79%
$2.59 - $3.47 $8.14K - $10.9K
12.7K $35K
O
Realty Income Corp

Real Estate
-1.12K
- 6.57%
$56.13 - $60.79 $62.7K - $67.9K
15.9K $964K
ABBV
Abb Vie Inc.

Healthcare
-666
- 20.76%
$184.85 - $231.54 $123K - $154K
2.54K $588K
VICI
Vici Properties Inc.

Real Estate
-149
- 0.67%
$31.43 - $33.93 $4.68K - $5.06K
22K $717K
IRM
Iron Mountain Inc

Real Estate
-7
- 0.16%
$89.46 - $104.46 $626 - $731
4.47K $455K
SACH
Sachem Capital Corp.

Real Estate
-3.06K
- 12.76%
$1.05 - $1.31 $3.22K - $4.01K
20.9K $24K
EPR
Epr Properties

Real Estate
-14
- 0.14%
$52.58 - $61.21 $736 - $857
9.97K $578K
MPW
Medical Properties Trust Inc

Real Estate
-3.14K
- 18.09%
$3.98 - $5.13 $12.5K - $16.1K
14.2K $71K
TJX
Tjx Companies Inc

Consumer Cyclical
-311
- 14.76%
$121.35 - $144.54 $37.7K - $45K
1.8K $259K
Ea Series Trust
-2.19K
- 48.04%
N/A
2.37K $0
Ishares Bitcoin Trust ETF
-253K
- 96.53%
N/A
9.09K $0
Tidal Trust I
-2.36K
- 9.61%
N/A
22.2K $0
PSX
Phillips 66

Energy
-267
- 12.03%
$118.37 - $139.46 $31.6K - $37.2K
1.95K $265K
OXY
Occidental Petroleum Corp

Energy
-516
- 10.22%
$42.54 - $48.1 $22K - $24.8K
4.53K $214K
ENB
Enbridge Inc

Energy
-702
- 9.0%
$43.79 - $50.46 $30.7K - $35.4K
7.1K $358K
IVV
Ishares Core S&P 500 ETF

ETFs
-97
- 6.59%
$620.67 - $670.08 $60.2K - $65K
1.37K $919K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-347
- 6.95%
$46.69 - $59.27 $16.2K - $20.6K
4.64K $246K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-107
- 2.82%
$132.9 - $142.03 $14.2K - $15.2K
3.69K $520K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-22
- 1.29%
$236.25 - $257.69 $5.2K - $5.67K
1.69K $432K
SPY
Spdr S&P 500 ETF Trust

ETFs
-15
- 2.16%
$617.65 - $666.84 $9.26K - $10K
679 $452K
XLU
Utilities Sector Spdr

ETFs
-3
- 0.06%
$81.14 - $87.32 $243 - $262
4.85K $422K
MO
Altria Group, Inc.

Consumer Defensive
-644
- 6.89%
$57.75 - $67.68 $37.2K - $43.6K
8.7K $574K
VXF
Vanguard Extended Market ETF

ETFs
-5
- 0.28%
$193.58 - $213.07 $968 - $1.07K
1.8K $376K
WPC
W. P. Carey Inc.

Real Estate
-96
- 1.29%
$61.29 - $68.7 $5.88K - $6.6K
7.35K $496K
ASML
Asml Holding Nv

Technology
-3
- 0.72%
$689.63 - $968.09 $2.07K - $2.9K
412 $398K
OHI
Omega Healthcare Investors Inc

Real Estate
-880
- 4.46%
$36.29 - $43.34 $31.9K - $38.1K
18.9K $796K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.04K
- 3.64%
$72.65 - $78.68 $75.4K - $81.7K
27.5K $2.15M
SOFI
So Fi Technologies, Inc.

Financial Services
-27.5K
- 27.14%
$17.64 - $29.81 $485K - $819K
73.8K $1.95M
AMAT
Applied Materials Inc

Technology
-73
- 0.98%
$156.25 - $204.95 $11.4K - $15K
7.41K $1.52M
VLO
Valero Energy Corp

Energy
-42
- 0.18%
$131.77 - $175.63 $5.53K - $7.38K
23.1K $3.94M
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
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