Teamwork Financial Advisors, LLC Sells in Q4 2025

Teamwork Financial Advisors, LLC

  • $863 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-144
- 18.3%
$321.8 - $337.95 $46.3K - $48.7K
643 $212K
GWW
W.W. Grainger, Inc.

Industrials
-40
- 16.46%
$926.21 - $979.0 $37K - $39.2K
203 $188K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-259
- 7.03%
$114.27 - $121.15 $29.6K - $31.4K
3.43K $400K
ET
Energy Transfer LP

Energy
-1.89K
- 9.23%
$16.29 - $17.01 $30.8K - $32.2K
18.6K $316K
UPS
United Parcel Service Inc

Industrials
-2.71K
- 12.86%
$82.87 - $97.4 $224K - $264K
18.4K $1.73M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-700
- 15.08%
$50.39 - $55.82 $35.3K - $39.1K
3.94K $215K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-214
- 5.8%
$137.47 - $143.13 $29.4K - $30.6K
3.48K $490K
KLAC
Kla Corp

Technology
-633
- 5.11%
$982.75 - $1235.28 $622K - $782K
11.8K $13.3M
WMT
Walmart Inc.

Consumer Defensive
-254
- 3.11%
$101.18 - $109.03 $25.7K - $27.7K
7.92K $814K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
-3.33K
- 23.49%
$8.43 - $9.33 $28.1K - $31.1K
10.8K $99K
ASML
Asml Holding Nv

Technology
-46
- 11.17%
$936.19 - $1075.45 $43.1K - $49.5K
366 $373K
SCHW
Schwab Charles Corp

Financial Services
-105
- 4.18%
$91.91 - $97.71 $9.65K - $10.3K
2.4K $220K
MA
Mastercard Inc

Financial Services
-4
- 1.04%
$536.85 - $580.45 $2.15K - $2.32K
382 $205K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-371
- 1.35%
$76.84 - $80.86 $28.5K - $30K
27.1K $2.14M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-450
- 2.38%
$24.85 - $25.28 $11.2K - $11.4K
18.5K $462K
OHI
Omega Healthcare Investors Inc

Real Estate
-920
- 4.88%
$39.41 - $44.12 $36.3K - $40.6K
17.9K $788K
SPY
Spdr S&P 500 ETF Trust

ETFs
-10
- 1.47%
$653.02 - $687.39 $6.53K - $6.87K
669 $445K
SPYG
Spdr Portfolio

ETFs
-45
- 1.1%
$102.4 - $109.39 $4.61K - $4.92K
4.06K $425K
ATO
Atmos Energy Corp

Utilities
-50
- 3.58%
$168.85 - $179.19 $8.44K - $8.96K
1.35K $235K
Tidal Trust I
-13.4K
- 3.24%
N/A
401K $0
Ishares Bitcoin Trust ETF
-202
- 2.22%
N/A
8.89K $0
Tidal Trust I
-2.09K
- 9.44%
N/A
20.1K $0
Pacer Fds Tr
-16.2K
- 2.43%
N/A
652K $0
Lithium Amers Corp New
-902K
- 70.37%
N/A
380K $0
Lam Research Corp
-16K
- 15.64%
N/A
86.2K $0
Astera Labs Inc
-160
- 2.65%
N/A
5.88K $0
Rocket Lab Corp
-13.8K
- 54.17%
N/A
11.6K $0
AMGN
Amgen Inc

Healthcare
-190
- 16.23%
$290.13 - $341.71 $55.1K - $64.9K
981 $335K
CME
Cme Group Inc.

Financial Services
-1
- 0.11%
$261.53 - $285.04 $262 - $285
905 $252K
GOOG
Alphabet Inc.

Communication Services
-2.23K
- 12.58%
$237.49 - $291.74 $531K - $652K
15.5K $4.43M
AAPL
Apple Inc.

Technology
-7.57K
- 4.5%
$245.27 - $275.25 $1.86M - $2.08M
160K $42.9M
MNST
Monster Beverage Corp

Consumer Defensive
-7.91K
- 4.2%
$66.31 - $71.91 $524K - $568K
180K $12.8M
VLO
Valero Energy Corp

Energy
-90
- 0.39%
$156.39 - $181.76 $14.1K - $16.4K
23K $4.19M
XOM
Exxon Mobil Corp

Energy
-543
- 0.74%
$110.64 - $119.78 $60.1K - $65K
72.6K $8.55M
CRWD
Crowd Strike Holdings, Inc.

Technology
-2.38K
- 6.9%
$482.23 - $557.53 $1.15M - $1.33M
32.1K $17.3M
GOOGL
Alphabet Inc.

Communication Services
-5.9K
- 7.3%
$236.57 - $291.31 $1.4M - $1.72M
74.9K $20.7M
AMD
Advanced Micro Devices Inc

Technology
-28.5K
- 26.27%
$164.01 - $264.33 $4.67M - $7.53M
79.9K $19.2M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-1.35K
- 2.55%
$210.33 - $273.65 $284K - $369K
51.5K $13.6M
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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