Teamwork Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 9, 2026, for the 2025 Q4 period, Teamwork Financial Advisors, LLC held in its portfolio 169 assets valued at $990,248,272 (i.e. $990.25M).
The most valuable assets in the portfolio included: APPLE INC ($51.78M), AMAZON COM INC ($50.88M), and NVIDIA CORPORATION ($40.00M).
The chart below shows the top 10 valuable assets, and the table below shows the top 169 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Teamwork Financial Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 190466 | 51780076 | COM |
| AMAZON COM INC | 220416 | 50876421 | COM |
| NVIDIA CORPORATION | 214481 | 40000885 | COM |
| MICROSOFT CORP | 65485 | 31670540 | COM |
| SPDR SERIES TRUST | 345252 | 30575278 | STATE STREET SPD |
| META PLATFORMS INC | 36915 | 24367436 | CL A |
| CAPITAL GROUP DIVIDEND VALUE | 545485 | 23804965 | SHS CREATION UNI |
| ALPHABET INC | 74931 | 23453606 | CAP STK CL A |
| PACER FDS TR | 651817 | 22950459 | US LRG CP CASH |
| TESLA INC | 50575 | 22744589 | COM |
| JPMORGAN CHASE & CO. | 58067 | 18710316 | COM |
| GE VERNOVA INC | 28069 | 18345106 | COM |
| ARISTA NETWORKS INC | 137367 | 17999197 | COM SHS |
| PALANTIR TECHNOLOGIES INC | 101195 | 17987411 | CL A |
| ADVANCED MICRO DEVICES INC | 82319 | 17629439 | COM |
| QUANTA SVCS INC | 39153 | 16524936 | COM |
| EMERSON ELEC CO | 120899 | 16045651 | COM |
| EXXON MOBIL CORP | 132434 | 15937160 | COM |
| LAM RESEARCH CORP | 92666 | 15862611 | COM NEW |
| CROWDSTRIKE HLDGS INC | 33519 | 15712366 | CL A |
| BROADCOM INC | 45104 | 15610656 | COM |
| GOLDMAN SACHS GROUP INC | 17559 | 15434794 | COM |
| S&P GLOBAL INC | 29488 | 15410118 | COM |
| COSTCO WHSL CORP NEW | 17766 | 15320904 | COM |
| ROBINHOOD MKTS INC | 131012 | 14817457 | COM CL A |
| AMERICAN EXPRESS CO | 39581 | 14642744 | COM |
| EXPEDIA GROUP INC | 51469 | 14581741 | COM NEW |
| AXON ENTERPRISE INC | 25352 | 14398161 | COM |
| CATERPILLAR INC | 24928 | 14280753 | COM |
| KLA CORP | 11751 | 14279013 | COM NEW |
| NETFLIX INC | 148784 | 13949987 | COM |
| MONSTER BEVERAGE CORP NEW | 180195 | 13815551 | COM |
| BANK NEW YORK MELLON CORP | 118936 | 13807225 | COM |
| PNC FINL SVCS GROUP INC | 65690 | 13711472 | COM |
| GE AEROSPACE | 43633 | 13440260 | COM NEW |
| PALO ALTO NETWORKS INC | 71938 | 13250981 | COM |
| TJX COS INC NEW | 84548 | 12987420 | COM |
| VISTRA CORP | 78855 | 12721712 | COM |
| CLOUDFLARE INC | 64248 | 12666494 | CL A COM |
| CADENCE DESIGN SYSTEM INC | 39944 | 12485697 | COM |
| SOFI TECHNOLOGIES INC | 460120 | 12045943 | COM |
| DEERE & CO | 25505 | 11874363 | COM |
| EATON CORP PLC | 35991 | 11463493 | SHS |
| TIDAL TRUST I | 400667 | 9920514 | FUNDSTRAT GRANNY |
| NEOS ETF TRUST | 178663 | 9385180 | NEOS S&P 500 HI |
| NEOS ETF TRUST | 167677 | 9031082 | NASDAQ 100 HIGH |
| EA SERIES TRUST | 77752 | 8949255 | ALPHA ARCH 1-3 |
| TAIWAN SEMICONDUCTOR MFG LTD | 18929 | 5752367 | SPONSORED ADS |
| J P MORGAN EXCHANGE TRADED F | 98714 | 5650410 | EQUITY PREMIUM |
| NOVO-NORDISK A S | 98666 | 5020126 | ADR |
| ALPHABET INC | 15926 | 4997346 | CAP STK CL C |
| ADOBE INC | 12326 | 4313976 | COM |
| BERKSHIRE HATHAWAY INC DEL | 8250 | 4146863 | CL B NEW |
| UNITEDHEALTH GROUP INC | 12137 | 4006419 | COM |
| FIRST TR EXCHANGE-TRADED FD | 78607 | 3863534 | FT VEST S&P 500 |
| VALERO ENERGY CORP | 23046 | 3751770 | COM |
| SELECT SECTOR SPDR TR | 65919 | 3610369 | STATE STREET FIN |
| ENTERPRISE PRODS PARTNERS L | 111009 | 3558943 | COM |
| ORACLE CORP | 17858 | 3480709 | COM |
| VISA INC | 8120 | 2847816 | COM CL A |
| DIAMONDBACK ENERGY INC | 17856 | 2684287 | COM |
| TIDAL TRUST I | 20077 | 2653499 | SOFI SELECT 500 |
| GLOBAL X FDS | 40848 | 2472531 | GLB X MLP ENRG I |
| SALESFORCE INC | 8689 | 2301849 | COM |
| FIRST TR EXCHANGE-TRADED FD | 51814 | 2297460 | SHS |
| QUALCOMM INC | 13341 | 2281996 | COM |
| PFIZER INC | 88785 | 2210747 | COM |
| UBER TECHNOLOGIES INC | 25844 | 2111713 | COM |
| WILLIS TOWERS WATSON PLC LTD | 6293 | 2067880 | SHS |
| SELECT SECTOR SPDR TR | 12954 | 2009499 | STATE STREET IND |
| PEPSICO INC | 13636 | 1956999 | COM |
| SENTINELONE INC | 128449 | 1926735 | CL A |
| THE TRADE DESK INC | 49883 | 1893559 | COM CL A |
| ISHARES ETHEREUM TR | 81422 | 1826297 | SHS |
| UNITED PARCEL SERVICE INC | 18351 | 1820219 | CL B |
| UIPATH INC | 108676 | 1781200 | CL A |
| EOG RES INC | 16594 | 1742536 | COM |
| VANGUARD INDEX FDS | 2746 | 1722549 | S&P 500 ETF SHS |
| LITHIUM AMERS CORP NEW | 379828 | 1656050 | COM SHS |
| SCHWAB STRATEGIC TR | 60358 | 1655605 | US DIVIDEND EQ |
| PAYPAL HLDGS INC | 28034 | 1636648 | COM |
| PACER FDS TR | 37374 | 1587646 | METAURUS CAP 400 |
| J P MORGAN EXCHANGE TRADED F | 25358 | 1473826 | NASDAQ EQT PREM |
| ISHARES TR | 19465 | 1351237 | CORE DIV GRWTH |
| INVESCO QQQ TR | 2111 | 1297248 | UNIT SER 1 |
| MICRON TECHNOLOGY INC | 4494 | 1282634 | COM |
| CHEVRON CORP NEW | 8335 | 1270332 | COM |
| ISHARES TR | 1599 | 1095219 | CORE S&P500 ETF |
| MERCADOLIBRE INC | 540 | 1087701 | COM |
| PACER FDS TR | 16466 | 1054813 | DATA & DIGI REVO |
| ISHARES TR | 8117 | 987123 | CORE HIGH DV ETF |
| INTUITIVE SURGICAL INC | 1736 | 983198 | COM NEW |
| ASTERA LABS INC | 5881 | 978365 | COM |
| GRAYSCALE ETHEREUM MINI TR E | 32206 | 903703 | SHS NEW |
| GARMIN LTD | 4382 | 888971 | SHS |
| WALMART INC | 7916 | 881956 | COM |
| APPLIED MATLS INC | 3318 | 852680 | COM |
| STRATEGY INC | 5344 | 812021 | CL A NEW |
| ROCKET LAB CORP | 11635 | 811657 | COM |
| OMEGA HEALTHCARE INVS INC | 17938 | 795388 | COM |
| REALTY INCOME CORP | 13705 | 772554 | COM |
| NEBIUS GROUP N.V. | 8928 | 747318 | SHS CLASS A |
| VANGUARD WORLD FD | 951 | 716666 | INF TECH ETF |
| PACER FDS TR | 10948 | 658749 | US CASH COWS 100 |
| INTERNATIONAL BUSINESS MACHS | 2164 | 641038 | COM |
| CACI INTL INC | 1202 | 640438 | CL A |
| RUBRIK INC. | 8087 | 618494 | CL A |
| ISHARES BITCOIN TRUST ETF | 11392 | 565613 | SHS BEN INT |
| AT&T INC | 21987 | 546148 | COM |
| VICI PPTYS INC | 19021 | 534860 | COM |
| VERIZON COMMUNICATIONS INC | 12551 | 511195 | COM |
| VANGUARD WHITEHALL FDS | 3478 | 499163 | HIGH DIV YLD |
| SPDR S&P 500 ETF TR | 669 | 456499 | TR UNIT |
| ISHARES GOLD TR | 5567 | 451874 | ISHARES NEW |
| EPR PPTYS | 8992 | 448701 | COM SH BEN INT |
| ABBVIE INC | 1963 | 448354 | COM |
| WP CAREY INC | 6949 | 447254 | COM |
| ALTRIA GROUP INC | 7652 | 441233 | COM |
| ISHARES TR | 1699 | 425215 | MSCI USA MMENTM |
| ISHARES TR | 3425 | 411587 | CORE S&P SCP ETF |
| SNOWFLAKE INC | 1836 | 402743 | COM SHS |
| SELECT SECTOR SPDR TR | 9323 | 397999 | STATE STREET UTI |
| VANGUARD SPECIALIZED FUNDS | 1802 | 396009 | DIV APP ETF |
| J P MORGAN EXCHANGE TRADED F | 6232 | 393764 | US QUALTY FCTR |
| ASML HOLDING N V | 366 | 391648 | N Y REGISTRY SHS |
| ALPS ETF TR | 8298 | 390161 | ALERIAN MLP |
| LIVE NATION ENTERTAINMENT IN | 2726 | 388456 | COM |
| KINDER MORGAN INC DEL | 13884 | 381678 | COM |
| PHILIP MORRIS INTL INC | 2378 | 381451 | COM |
| PHILLIPS 66 | 2925 | 377434 | COM |
| VANGUARD INDEX FDS | 1800 | 376416 | EXTEND MKT ETF |
| IRON MTN INC DEL | 4453 | 369395 | COM |
| SPDR GOLD TR | 916 | 363020 | GOLD SHS |
| SELECT SECTOR SPDR TR | 8022 | 358674 | STATE STREET ENE |
| SCHWAB STRATEGIC TR | 10908 | 355819 | US LCAP GR ETF |
| AMGEN INC | 981 | 321090 | COM |
| HOME DEPOT INC | 926 | 318498 | COM |
| VANECK ETF TRUST | 882 | 317460 | SEMICONDUCTR ETF |
| ABBOTT LABS | 2532 | 317242 | COM |
| J P MORGAN EXCHANGE TRADED F | 6254 | 315842 | MUNICIPAL ETF |
| BOEING CO | 1435 | 311567 | COM |
| SELECT SECTOR SPDR TR | 2605 | 311063 | STATE STREET CON |
| ENERGY TRANSFER L P | 18623 | 307081 | COM UT LTD PTN |
| ENBRIDGE INC | 6265 | 299655 | COM |
| JOHNSON & JOHNSON | 1442 | 298455 | COM |
| SERVICENOW INC | 1918 | 293819 | COM |
| LOCKHEED MARTIN CORP | 525 | 253800 | COM |
| MARTIN MARIETTA MATLS INC | 404 | 251638 | COM |
| CME GROUP INC | 905 | 247138 | COM |
| WOODWARD INC | 812 | 245484 | COM |
| SELECT SECTOR SPDR TR | 2051 | 241444 | STATE STREET COM |
| SCHWAB CHARLES CORP | 2404 | 240105 | COM |
| VANGUARD WORLD FD | 825 | 237353 | HEALTH CAR ETF |
| VANGUARD WORLD FD | 568 | 234454 | MEGA GRWTH IND |
| TRANSDIGM GROUP INC | 175 | 232725 | COM |
| ATMOS ENERGY CORP | 1346 | 225630 | COM |
| BRITISH AMERN TOB PLC | 3943 | 223253 | SPONSORED ADR |
| RTX CORPORATION | 1208 | 221548 | COM |
| MASTERCARD INCORPORATED | 382 | 218303 | CL A |
| VANGUARD INDEX FDS | 643 | 215732 | TOTAL STK MKT |
| SCHWAB STRATEGIC TR | 7184 | 212719 | US LCAP VA ETF |
| MPLX LP | 3910 | 208677 | COM UNIT REP LTD |
| WW GRAINGER INC | 203 | 204475 | COM |
| SELECT SECTOR SPDR TR | 1407 | 202540 | STATE STREET TEC |
| MCDONALDS CORP | 656 | 200471 | COM |
| PGIM ETF TR | 3902 | 200017 | AAA CLO ETF |
| BLUE OWL CAPITAL CORPORATION | 10514 | 130686 | COM |
| PENNANTPARK FLOATING RATE CA | 10844 | 100520 | COM |
| FATHOM HOLDINGS INC | 12402 | 12526 | COM |
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