Teamwork Financial Advisors, LLC Purchases in Q4 2024

Teamwork Financial Advisors, LLC

  • $731 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.4K
+ 36.15%
$134.53 - $150.65 $323K - $362K
9.04K $1.22M
PLTR
Palantir Technologies Inc.

Technology
3.34K
New
$36.46 - $82.38 $122K - $275K
3.34K $252K
DGRO
Ishares Core Dividend Growth E

ETFs
3.38K
New
$60.73 - $64.94 $206K - $220K
3.38K $207K
DIS
Walt Disney CO

Communication Services
1.85K
New
$92.39 - $117.6 $171K - $217K
1.85K $205K
IR
Ingersoll Rand Inc.

Industrials
4.01K
+ 13.78%
$90.46 - $105.35 $362K - $422K
33.1K $2.99M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.57K
+ 11.78%
$90.66 - $99.46 $143K - $156K
14.9K $1.36M
HFRO
Highland Income Fund\Ma

Financial Services
16.1K
New
$5.16 - $6.21 $83.3K - $100K
16.1K $83K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.51K
+ 0.77%
$91.29 - $91.8 $138K - $138K
197K $18M
VUG
Vanguard Growth ETF

ETFs
86
+ 14.83%
$378.79 - $428.11 $32.6K - $36.8K
666 $273K
IVV
Ishares Core S&P 500 ETF

ETFs
54
+ 3.75%
$570.51 - $610.59 $30.8K - $33K
1.49K $878K
HESM
Hess Midstream LP

Energy
286
+ 2.24%
$34.2 - $37.9 $9.78K - $10.8K
13K $482K
MO
Altria Group, Inc.

Consumer Defensive
139
+ 1.35%
$49.06 - $57.74 $6.82K - $8.03K
10.4K $543K
SPY
Spdr S&P 500 ETF Trust

ETFs
9
+ 1.84%
$567.81 - $607.81 $5.11K - $5.47K
498 $291K
PM
Philip Morris International Inc.

Consumer Defensive
62
+ 3.07%
$118.38 - $133.06 $7.34K - $8.25K
2.08K $250K
VIG
Vanguard Dividend Appreciation

ETFs
13
+ 0.71%
N/A
1.85K $337K
Super Micro Computer Inc
39.5K
New
N/A
39.5K $0
Tidal ETF Tr
332K
New
N/A
332K $0
Ea Series Trust
4.56K
New
N/A
4.56K $0
Arista Networks Inc
214K
New
N/A
214K $0
Lithium Amers Corp New
316K
+ 79.15%
N/A
714K $0
Linde PLC
34
+ 5.75%
N/A
625 $0
Blackrock Inc
197
New
N/A
197 $0
Tidal ETF Tr
26.5K
New
N/A
26.5K $0
IAU
Ishares Gold Trust

ETFs
3
+ 0.07%
$48.37 - $52.65 $145 - $158
4.15K $205K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
19
+ 0.31%
$50.02 - $51.24 $950 - $974
6.18K $309K
HD
Home Depot, Inc.

Consumer Cyclical
6
+ 0.89%
$385.02 - $431.37 $2.31K - $2.59K
678 $263K
VZ
Verizon Communications Inc

Communication Services
4.81K
+ 11.69%
$39.6 - $45.21 $191K - $218K
46K $1.84M
COP
Conocophillips

Energy
72
+ 2.43%
$95.12 - $114.72 $6.85K - $8.26K
3.03K $300K
UNH
Unitedhealth Group Inc

Healthcare
41
+ 6.86%
$485.52 - $625.25 $19.9K - $25.6K
639 $323K
ABBV
Abb Vie Inc.

Healthcare
7
+ 0.28%
$164.99 - $203.87 $1.15K - $1.43K
2.47K $439K
MELI
Mercadolibre Inc

Consumer Cyclical
23
+ 5.01%
$1666.0 - $2117.3 $38.3K - $48.7K
482 $819K
MSFT
Microsoft Corp

Technology
1.19K
+ 1.6%
$406.35 - $454.46 $485K - $542K
75.6K $31.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
37.3K
+ 177.01%
$26.93 - $84.95 $1M - $3.17M
58.3K $1.59M
VLO
Valero Energy Corp

Energy
42
+ 0.18%
$118.59 - $144.02 $4.98K - $6.05K
23K $2.82M
AMD
Advanced Micro Devices Inc

Technology
4.14K
+ 11.02%
$118.88 - $172.8 $492K - $715K
41.7K $5.04M
Activity Summary
Buys All Purchases 86 New Holdings 31 Increased Positions 55 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 16 Puts 0
Track This Portfolio

Track Teamwork Financial Advisors, LLC Portfolio

Follow Teamwork Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Teamwork Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Teamwork Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email