Teamwork Financial Advisors, LLC Incresed Positions in Q4 2024

Teamwork Financial Advisors, LLC

  • $731 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
28.1K
+ 87.18%
$213.65 - $479.86 $6.01M - $13.5M
60.4K $24.4M
AMZN
Amazon Com Inc

Consumer Cyclical
32K
+ 17.91%
$180.88 - $232.93 $5.79M - $7.46M
211K $46.3M
LDOS
Leidos Holdings, Inc.

Technology
58.8K
+ 497.86%
$143.17 - $201.39 $8.41M - $11.8M
70.6K $10.2M
UBER
Uber Technologies, Inc

Technology
133K
+ 1907.05%
$59.93 - $86.34 $7.97M - $11.5M
140K $8.45M
XLF
Financial Sector Spdr

ETFs
51.9K
+ 13.43%
$44.89 - $51.34 $2.33M - $2.66M
438K $21.2M
GOOGL
Alphabet Inc.

Communication Services
3.02K
+ 2.69%
$161.86 - $196.66 $489K - $595K
115K $21.8M
ISRG
Intuitive Surgical Inc

Healthcare
3.27K
+ 9.37%
$471.27 - $550.62 $1.54M - $1.8M
38.1K $19.9M
JPM
Jpmorgan Chase & CO

Financial Services
2.25K
+ 3.48%
$205.18 - $250.29 $462K - $564K
67.1K $16.1M
COST
Costco Wholesale Corp

Consumer Defensive
1.86K
+ 9.96%
$873.59 - $994.69 $1.62M - $1.85M
20.5K $18.8M
TDG
Trans Digm Group Inc

Industrials
2.69K
+ 24.59%
$1239.0 - $1442.53 $3.33M - $3.88M
13.6K $17.3M
MLPX
Global X Mlp & Energy Infrastr

ETFs
19.3K
+ 159.36%
$54.89 - $64.32 $1.06M - $1.24M
31.5K $1.9M
JEPI
J P Morgan Exchange Traded Fd

ETFs
39.2K
+ 6.67%
$57.53 - $60.83 $2.26M - $2.38M
627K $36.1M
XLI
Industrial Sector Spdr

ETFs
10.5K
+ 7.97%
$131.76 - $143.99 $1.38M - $1.51M
142K $18.7M
META
Meta Platforms, Inc.

Communication Services
434
+ 1.56%
$554.08 - $632.68 $240K - $275K
28.3K $16.7M
DXCM
Dexcom Inc

Healthcare
6.22K
+ 49.74%
$65.68 - $81.01 $409K - $504K
18.7K $1.46M
O
Realty Income Corp

Real Estate
15.5K
+ 71.93%
$51.76 - $64.71 $804K - $1.01M
37.1K $1.98M
AXP
American Express CO

Financial Services
482
+ 2.72%
$267.35 - $305.57 $129K - $147K
18.2K $5.41M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
8.69K
+ 7.36%
$102.08 - $110.92 $887K - $964K
127K $13M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
38.9K
+ 8.64%
$43.84 - $48.76 $1.7M - $1.9M
489K $21.5M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
8.38K
+ 12.87%
$53.94 - $58.15 $452K - $487K
73.4K $4.14M
GOOG
Alphabet Inc.

Communication Services
1.04K
+ 6.64%
$163.08 - $198.16 $170K - $206K
16.7K $3.19M
SPGI
S&P Global Inc.

Financial Services
1.27K
+ 21.27%
$480.36 - $529.17 $610K - $672K
7.24K $3.6M
CDNS
Cadence Design Systems Inc

Technology
401
+ 3.05%
$249.1 - $324.54 $99.9K - $130K
13.5K $4.07M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
17.7K
+ 4.59%
$56.06 - $61.35 $994K - $1.09M
404K $22.8M
GRMN
Garmin LTD

Technology
21
+ 0.13%
$161.91 - $220.77 $3.4K - $4.64K
15.7K $3.23M
UPS
United Parcel Service Inc

Industrials
3.52K
+ 56.14%
$122.65 - $138.35 $432K - $487K
9.79K $1.23M
PANW
Palo Alto Networks Inc

Technology
14.8K
+ 102.14%
$181.96 - $405.9 $2.69M - $5.99M
29.2K $5.32M
MSTR
Microstrategy Inc

Technology
149
+ 6.59%
$162.69 - $473.83 $24.2K - $70.6K
2.41K $698K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.4K
+ 36.15%
$134.53 - $150.65 $323K - $362K
9.04K $1.22M
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
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
NKE
Nike, Inc.

Consumer Cyclical
3.07K
+ 20.64%
$73.36 - $89.13 $225K - $273K
17.9K $1.36M
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
Linde PLC
34
+ 5.75%
N/A
625 $0
Lithium Amers Corp New
316K
+ 79.15%
N/A
714K $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
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
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