Teamwork Financial Advisors, LLC Reduced Holdings in Q4 2025

Teamwork Financial Advisors, LLC

  • $863 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
-392K
- 79.87%
$56.0 - $57.6 $21.9M - $22.6M
98.7K $5.6M
GRMN
Garmin LTD

Technology
-52.9K
- 92.36%
$194.13 - $259.77 $10.3M - $13.8M
4.38K $850K
ORCL
Oracle Corp

Technology
-41.3K
- 69.81%
$217.57 - $313.0 $8.98M - $12.9M
17.9K $3.93M
LYV
Live Nation Entertainment, Inc.

Communication Services
-70.7K
- 96.29%
$134.79 - $158.88 $9.53M - $11.2M
2.73K $370K
MSTR
Microstrategy Inc

Technology
-33.1K
- 87.69%
$199.75 - $359.69 $6.61M - $11.9M
4.64K $927K
WTW
Willis Towers Watson PLC

Financial Services
-28.5K
- 81.89%
$313.1 - $349.93 $8.91M - $9.96M
6.29K $2.03M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-92.9K
- 24.11%
$91.46 - $91.76 $8.5M - $8.52M
292K $26.8M
QCOM
Qualcomm Inc

Technology
-12.3K
- 47.91%
$153.59 - $187.68 $1.88M - $2.3M
13.3K $2.22M
ABT
Abbott Laboratories

Healthcare
-15K
- 85.57%
$123.62 - $134.59 $1.86M - $2.02M
2.53K $329K
TSLA
Tesla, Inc.

Consumer Cyclical
-448
- 0.93%
$401.99 - $468.37 $180K - $210K
48K $19.6M
UBER
Uber Technologies, Inc

Technology
-14.2K
- 38.99%
$91.62 - $100.1 $1.3M - $1.42M
22.2K $2.04M
AXP
American Express CO

Financial Services
-5.53K
- 12.27%
$316.26 - $372.77 $1.75M - $2.06M
39.6K $13.5M
PANW
Palo Alto Networks Inc

Technology
-7.47K
- 9.99%
$204.77 - $221.38 $1.53M - $1.65M
67.3K $13.8M
MU
Micron Technology Inc

Technology
-10.5K
- 69.99%
$181.6 - $253.3 $1.9M - $2.65M
4.49K $1.11M
ISRG
Intuitive Surgical Inc

Healthcare
-3.45K
- 69.16%
$429.59 - $576.2 $1.48M - $1.99M
1.54K $839K
CAT
Caterpillar Inc

Industrials
-6.03K
- 19.54%
$480.82 - $585.49 $2.9M - $3.53M
24.8K $13.7M
FANG
Diamondback Energy, Inc.

Energy
-6.82K
- 32.5%
$137.29 - $149.2 $936K - $1.02M
14.2K $2.11M
AMAT
Applied Materials Inc

Technology
-4.09K
- 55.23%
$209.95 - $240.89 $860K - $986K
3.32K $758K
TDG
Trans Digm Group Inc

Industrials
-515
- 74.64%
$1237.71 - $1359.3 $637K - $700K
175 $234K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-2.53K
- 8.27%
$61.89 - $76.13 $156K - $192K
28K $1.74M
PEP
Pepsico Inc

Consumer Defensive
-2.81K
- 17.07%
$138.84 - $153.71 $390K - $431K
13.6K $2.02M
VZ
Verizon Communications Inc

Communication Services
-4.8K
- 27.66%
$38.4 - $43.83 $184K - $210K
12.6K $514K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-474
- 6.85%
$475.68 - $513.11 $225K - $243K
6.45K $3.28M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-868
- 4.38%
$280.66 - $305.09 $244K - $265K
18.9K $5.34M
O
Realty Income Corp

Real Estate
-2.17K
- 13.66%
$56.12 - $60.64 $122K - $131K
13.7K $778K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-3.31K
- 23.21%
$55.63 - $58.98 $184K - $195K
10.9K $641K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-307
- 12.7%
$589.5 - $635.77 $181K - $195K
2.11K $1.27M
HD
Home Depot, Inc.

Consumer Cyclical
-317
- 25.5%
$358.03 - $397.02 $113K - $126K
926 $331K
PWR
Quanta Services, Inc.

Industrials
-1.73K
- 4.41%
$412.21 - $453.83 $714K - $786K
37.6K $16.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-5.65K
- 8.56%
$26.44 - $27.53 $149K - $155K
60.4K $1.64M
VICI
Vici Properties Inc.

Real Estate
-2.97K
- 13.5%
$29.52 - $32.91 $87.6K - $97.7K
19K $577K
KMI
Kinder Morgan, Inc.

Energy
-4.33K
- 23.76%
$25.84 - $28.46 $112K - $123K
13.9K $380K
MO
Altria Group, Inc.

Consumer Defensive
-1.05K
- 12.02%
$56.38 - $66.65 $58.9K - $69.6K
7.65K $444K
ABBV
Abb Vie Inc.

Healthcare
-579
- 22.78%
$211.96 - $244.38 $123K - $141K
1.96K $459K
EPR
Epr Properties

Real Estate
-977
- 9.8%
$48.97 - $58.32 $47.8K - $57K
8.99K $461K
ORCC
Owl Rock Capital Corp

Financial Services
-7.88K
- 42.83%
N/A
10.5K $140K
RTX
Raytheon Technologies Corp

Industrials
-691
- 36.39%
$157.0 - $179.44 $108K - $124K
1.21K $212K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-1.94K
- 18.92%
$44.68 - $47.47 $86.5K - $91.9K
8.3K $389K
JNJ
Johnson & Johnson

Healthcare
-584
- 28.83%
$185.98 - $199.58 $109K - $117K
1.44K $287K
GLD
Spdr Gold Trust

ETFs
-280
- 23.41%
$354.79 - $403.15 $99.3K - $113K
916 $344K
PM
Philip Morris International Inc.

Consumer Defensive
-350
- 12.83%
$144.33 - $160.86 $50.5K - $56.3K
2.38K $363K
IBM
International Business Machines Corp

Technology
-388
- 15.2%
$275.97 - $314.98 $107K - $122K
2.16K $643K
LMT
Lockheed Martin Corp

Industrials
-126
- 19.35%
$452.1 - $514.24 $57K - $64.8K
525 $247K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-149
- 5.15%
$600.51 - $631.95 $89.5K - $94.2K
2.75K $1.7M
HDV
Ishares Core High Dividend ETF

ETFs
-512
- 5.93%
$118.22 - $122.79 $60.5K - $62.9K
8.12K $992K
T
At&T Inc.

Communication Services
-82
- 0.37%
$24.44 - $27.55 $2K - $2.26K
22K $560K
BA
Boeing CO

Industrials
-122
- 7.84%
$191.81 - $225.32 $23.4K - $27.5K
1.44K $275K
ENB
Enbridge Inc

Energy
-830
- 11.7%
$46.39 - $50.07 $38.5K - $41.6K
6.27K $299K
IRM
Iron Mountain Inc

Real Estate
-16
- 0.36%
$91.37 - $106.46 $1.46K - $1.7K
4.45K $406K
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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