Teamwork Financial Advisors, LLC Sells in Q4 2024

Teamwork Financial Advisors, LLC

  • $731 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPSE
J P Morgan Diversified Return

ETFs
-275K
- 82.62%
$46.77 - $51.7 $12.9M - $14.2M
57.9K $2.72M
CAT
Caterpillar Inc

Industrials
-26.5K
- 65.63%
$360.37 - $416.88 $9.54M - $11M
13.9K $5.03M
CRWD
Crowd Strike Holdings, Inc.

Technology
-36.3K
- 64.37%
$275.15 - $388.2 $10M - $14.1M
20.1K $6.88M
AMGN
Amgen Inc

Healthcare
-9.93K
- 22.56%
$258.78 - $328.31 $2.57M - $3.26M
34.1K $8.88M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-7.38K
- 73.09%
$396.64 - $516.74 $2.93M - $3.81M
2.72K $1.09M
ZS
Zscaler, Inc.

Technology
-17.6K
- 79.97%
$166.99 - $211.99 $2.94M - $3.73M
4.41K $795K
CL
Colgate Palmolive CO

Consumer Defensive
-25.9K
- 83.32%
$90.22 - $102.31 $2.34M - $2.65M
5.18K $471K
FANG
Diamondback Energy, Inc.

Energy
-12.1K
- 15.74%
$153.06 - $199.5 $1.85M - $2.42M
64.9K $10.6M
ORCL
Oracle Corp

Technology
-12K
- 11.67%
$165.41 - $192.43 $1.99M - $2.32M
91.2K $15.2M
KLAC
Kla Corp

Technology
-1.37K
- 29.59%
$614.46 - $829.55 $844K - $1.14M
3.27K $2.06M
IBM
International Business Machines Corp

Technology
-3.7K
- 54.38%
$204.9 - $238.04 $759K - $881K
3.11K $683K
XLU
Utilities Sector Spdr

ETFs
-8K
- 39.54%
$74.89 - $82.93 $599K - $663K
12.2K $925K
XOM
Exxon Mobil Corp

Energy
-100
- 0.14%
$105.51 - $125.37 $10.6K - $12.5K
71.8K $7.72M
HDV
Ishares Core High Dividend ETF

ETFs
-5.43K
- 32.86%
$110.82 - $121.28 $601K - $658K
11.1K $1.24M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.35K
- 17.04%
$442.29 - $483.08 $598K - $654K
6.59K $2.99M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-19.1K
- 45.37%
$26.05 - $29.17 $498K - $558K
23K $602K
FDL
First Tr Morningstar Dividend

ETFs
-11.8K
- 19.41%
$39.59 - $43.95 $469K - $521K
49.2K $1.98M
ET
Energy Transfer LP

Energy
-39K
- 59.49%
$16.05 - $19.86 $626K - $775K
26.6K $520K
TJX
Tjx Companies Inc

Consumer Cyclical
-4.39K
- 58.96%
$112.15 - $127.2 $493K - $559K
3.06K $369K
DHR
Danaher Corp

Healthcare
-1.58K
- 58.43%
$226.16 - $274.52 $357K - $434K
1.12K $258K
MPC
Marathon Petroleum Corp

Energy
-2.54K
- 48.48%
$131.65 - $174.84 $334K - $443K
2.69K $375K
LLY
Eli Lilly & CO

Healthcare
-393
- 31.09%
$727.2 - $932.06 $286K - $366K
871 $672K
IWM
Ishares Russell 2000 ETF

ETFs
-1.97K
- 63.6%
$216.13 - $242.4 $427K - $478K
1.13K $249K
EPD
Enterprise Products Partners L.P.

Energy
-18.4K
- 28.08%
$28.66 - $34.43 $526K - $632K
47K $1.48M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-6.21K
- 29.48%
$61.68 - $67.87 $383K - $422K
14.9K $926K
AVGO
Broadcom Inc.

Technology
-4.78K
- 37.82%
$159.67 - $250.0 $763K - $1.2M
7.86K $1.82M
NVO
Novo Nordisk A S

Healthcare
-1.63K
- 26.74%
$85.0 - $120.04 $138K - $195K
4.45K $382K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-5.62K
- 26.38%
$55.73 - $66.16 $313K - $372K
15.7K $946K
EOG
Eog Resources Inc

Energy
-2.25K
- 24.17%
$118.22 - $136.54 $266K - $307K
7.06K $865K
STZ
Constellation Brands, Inc.

Consumer Defensive
-602
- 31.01%
$219.66 - $257.62 $132K - $155K
1.34K $295K
DVN
Devon Energy Corp

Energy
-3.46K
- 26.13%
$30.52 - $42.96 $106K - $149K
9.78K $319K
NOW
Service Now, Inc.

Technology
-520
- 23.92%
$867.18 - $1148.42 $451K - $597K
1.65K $1.75M
PSEC
Prospect Capital Corp

Financial Services
-28K
- 44.13%
$4.16 - $5.34 $117K - $150K
35.5K $152K
VICI
Vici Properties Inc.

Real Estate
-2.75K
- 12.5%
$28.27 - $33.19 $77.7K - $91.2K
19.2K $562K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-2.98K
- 31.95%
$55.86 - $60.21 $167K - $179K
6.35K $363K
PSX
Phillips 66

Energy
-458
- 10.96%
$110.35 - $138.93 $50.5K - $63.6K
3.72K $423K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-356
- 13.95%
$176.4 - $231.84 $62.8K - $82.5K
2.2K $387K
SACH
Sachem Capital Corp.

Real Estate
-20.4K
- 27.36%
$1.17 - $2.52 $23.9K - $51.4K
54.2K $73K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-542
- 24.01%
$201.32 - $217.44 $109K - $118K
1.72K $354K
EMR
Emerson Electric CO

Industrials
-4.3K
- 14.34%
$108.13 - $134.33 $464K - $577K
25.6K $3.18M
WPC
W. P. Carey Inc.

Real Estate
-343
- 4.65%
$53.44 - $61.33 $18.3K - $21K
7.04K $383K
IRM
Iron Mountain Inc

Real Estate
-8
- 0.18%
$101.62 - $128.14 $813 - $1.03K
4.49K $472K
MPW
Medical Properties Trust Inc

Real Estate
-3.86K
- 18.15%
$3.72 - $5.77 $14.4K - $22.3K
17.4K $68K
KMI
Kinder Morgan, Inc.

Energy
-7.39K
- 24.99%
$22.59 - $28.54 $167K - $211K
22.2K $607K
GWW
W.W. Grainger, Inc.

Industrials
-239
- 1.73%
$1023.06 - $1220.93 $245K - $292K
13.6K $14.3M
CVX
Chevron Corp

Energy
-210
- 6.43%
$141.15 - $162.53 $29.6K - $34.1K
3.05K $442K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-138
- 3.51%
$521.84 - $558.82 $72K - $77.1K
3.79K $2.04M
XLE
Energy Sector Spdr

ETFs
-130
- 2.74%
$83.32 - $97.27 $10.8K - $12.6K
4.61K $394K
WMT
Walmart Inc.

Consumer Defensive
-1.07K
- 13.43%
$79.1 - $95.7 $84.4K - $102K
6.88K $621K
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