Teamwork Financial Advisors, LLC Purchases in Q4 2025

Teamwork Financial Advisors, LLC

  • $863 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
545K
New
$41.33 - $43.47 $22.5M - $23.7M
545K $23.4M
NET
Cloudflare, Inc.

Technology
62.1K
+ 2896.64%
$210.01 - $253.3 $13M - $15.7M
64.2K $13.5M
DE
Deere & CO

Industrials
25.5K
New
$439.11 - $480.78 $11.2M - $12.3M
25.5K $12.1M
TJX
Tjx Companies Inc

Consumer Cyclical
82.8K
+ 4607.57%
$138.56 - $147.63 $11.5M - $12.2M
84.5K $12.4M
PNC
Pnc Financial Services Group, Inc.

Financial Services
65.7K
New
$178.37 - $198.46 $11.7M - $13M
65.7K $12.1M
SOFI
So Fi Technologies, Inc.

Financial Services
386K
+ 523.71%
$25.24 - $32.21 $9.75M - $12.4M
460K $12.8M
AMZN
Amazon Com Inc

Consumer Cyclical
4.97K
+ 2.86%
$213.04 - $254.0 $1.06M - $1.26M
179K $42M
NVO
Novo Nordisk A S

Healthcare
69.1K
+ 233.94%
$45.68 - $59.65 $3.16M - $4.12M
98.7K $4.78M
VST
Vistra Corp.

Utilities
22.5K
+ 39.91%
$171.56 - $210.85 $3.86M - $4.74M
78.9K $13.8M
SPGI
S&P Global Inc.

Financial Services
4.67K
+ 18.81%
$472.05 - $502.96 $2.2M - $2.35M
29.5K $14.4M
UNH
Unitedhealth Group Inc

Healthcare
6.25K
+ 106.1%
$320.52 - $369.92 $2M - $2.31M
12.1K $3.89M
AVGO
Broadcom Inc.

Technology
3.61K
+ 8.7%
$324.63 - $385.98 $1.17M - $1.39M
45.1K $15.5M
PATH
Ui Path, Inc.

Technology
109K
New
$12.75 - $18.51 $1.39M - $2.01M
109K $1.52M
XLI
Industrial Sector Spdr

ETFs
8.25K
+ 175.38%
$149.9 - $155.79 $1.24M - $1.29M
13K $1.97M
NOW
Service Now, Inc.

Technology
1.46K
+ 319.69%
$835.79 - $946.29 $1.22M - $1.38M
1.92K $1.6M
AXON
Axon Enterprise, Inc.

Industrials
7.31K
+ 40.49%
$554.37 - $759.44 $4.05M - $5.55M
25.4K $14.1M
TTD
Trade Desk, Inc.

Technology
26.6K
+ 114.48%
$41.93 - $54.13 $1.12M - $1.44M
49.9K $2.09M
NVDA
Nvidia Corp

Technology
4.68K
+ 2.68%
$179.83 - $207.04 $841K - $969K
179K $33.4M
MSFT
Microsoft Corp

Technology
2.82K
+ 4.98%
$496.82 - $542.07 $1.4M - $1.53M
59.4K $30.1M
XAR
Spdr S&P Aerospace & Defense E

ETFs
3.28K
New
$227.13 - $251.24 $746K - $825K
3.28K $748K
VGT
Vanguard Information Technolog

ETFs
951
New
$736.33 - $801.52 $700K - $762K
951 $719K
XLY
Select Sector Spdr Consumer Di

ETFs
2.61K
New
$228.75 - $242.18 $596K - $631K
2.61K $601K
ADBE
Adobe Inc.

Technology
2.14K
+ 21.01%
$325.07 - $359.91 $696K - $770K
12.3K $4.01M
XLU
Utilities Sector Spdr

ETFs
4.48K
+ 92.35%
$87.89 - $92.9 $393K - $416K
9.32K $827K
XLK
Technology Sector Spdr

ETFs
1.41K
New
$278.39 - $304.13 $392K - $428K
1.41K $405K
EPD
Enterprise Products Partners L.P.

Energy
9.63K
+ 11.24%
$30.19 - $32.26 $291K - $311K
95.3K $3.07M
EMR
Emerson Electric CO

Industrials
6.12K
+ 5.68%
$126.01 - $140.03 $772K - $858K
114K $14.5M
ETN
Eaton Corp PLC

Industrials
3.11K
+ 9.47%
$352.39 - $387.75 $1.1M - $1.21M
36K $12.7M
CVX
Chevron Corp

Energy
2.29K
+ 70.73%
$148.9 - $157.72 $341K - $362K
5.54K $856K
XLE
Energy Sector Spdr

ETFs
3.6K
+ 81.21%
$85.22 - $92.02 $306K - $331K
8.02K $738K
EOG
Eog Resources Inc

Energy
3.31K
+ 24.88%
$105.0 - $111.92 $347K - $370K
16.6K $1.83M
CRM
Salesforce, Inc.

Technology
1.31K
+ 17.77%
$235.69 - $263.41 $309K - $345K
8.69K $2.06M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
882
New
$325.34 - $368.61 $287K - $325K
882 $304K
XLF
Financial Sector Spdr

ETFs
6.49K
+ 10.92%
$51.76 - $53.77 $336K - $349K
65.9K $3.46M
CDNS
Cadence Design Systems Inc

Technology
4.84K
+ 13.79%
$314.93 - $353.36 $1.52M - $1.71M
39.9K $12.6M
MLM
Martin Marietta Materials Inc

Basic Materials
404
New
$596.44 - $656.85 $241K - $265K
404 $240K
QDPL
Pacer Fds Tr Metaurus Us Large
5.43K
+ 16.99%
$41.18 - $43.1 $224K - $234K
37.4K $1.57M
S
Sentinel One, Inc.

Technology
19.3K
+ 17.66%
$16.36 - $18.0 $315K - $347K
128K $2.16M
VHT
Vanguard Health Care ETF

ETFs
825
New
$264.7 - $283.93 $218K - $234K
825 $233K
MGK
Vanguard Mega Cap Growth ETF

ETFs
568
New
$394.96 - $425.89 $224K - $242K
568 $232K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
5.39K
+ 7.36%
$47.97 - $49.62 $258K - $267K
78.6K $3.84M
XLC
Select Sector Spdr Tr Communic

ETFs
2.05K
New
$111.33 - $117.16 $228K - $240K
2.05K $228K
DGRO
Ishares Core Dividend Growth E

ETFs
3.11K
+ 19.03%
$66.93 - $69.17 $208K - $215K
19.5K $1.33M
BK
Bank Of New York Mellon Corp

Financial Services
315
+ 0.27%
$104.54 - $112.64 $32.9K - $35.5K
119K $13.1M
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.18K
New
$28.46 - $29.45 $204K - $212K
7.18K $208K
MPLX
Mplx LP

Energy
3.91K
New
$47.8 - $53.21 $187K - $208K
3.91K $208K
NFLX
Netflix Inc

Communication Services
133K
+ 1001.09%
$110.29 - $1241.35 $14.6M - $165M
146K $16.1M
MCD
Mcdonalds Corp

Consumer Cyclical
656
New
$293.81 - $310.11 $193K - $203K
656 $200K
MLPX
Global X Mlp & Energy Infrastr

ETFs
4.6K
+ 12.68%
$57.84 - $62.5 $266K - $287K
40.8K $2.47M
Activity Summary
Buys All Purchases 80 New Holdings 19 Increased Positions 61 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 26 Puts 0
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