Teamwork Financial Advisors, LLC

CIK 0001629931 • 7 13F filings • Apr 10, 2025 – Oct 19, 2026

Import this data to Google Sheets with:

=jivedata("teamwork-financial-advisors-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $1.10B184 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$505K	0.0%Prev: 0.1%	2,009 SH	Decreased-1,199 SH
ADOBE INC	COM	$3.3M	0.3%Prev: 0.3%	15,998 SH	Increased+9,731 SH
ADVANCED MICRO DEVICES INC	COM	$24.2M	2.2%Prev: 0.8%	41,602 SH	Increased-5,788 SH
AIR PRODUCTS AND CHEMICALS I	COM	$11.6M	1.1%	39,681 SH	New
ALPHABET INC	CAP STK CL A	$24.5M	2.2%Prev: 0.8%	68,458 SH	Increased+31,086 SH
ALPHABET INC	CAP STK CL C	$5.7M	0.5%Prev: 0.4%	16,112 SH	Increased-3,057 SH
ALPS ETF TR	ALERIAN MLP	$398K	0.0%Prev: 0.1%	7,669 SH	Decreased-1,746 SH
ALTRIA GROUP INC	COM	$541K	0.0%Prev: 0.1%	7,518 SH	Decreased-1,823 SH
AMAZON COM INC	COM	$46.1M	4.2%Prev: 7.3%	193,507 SH	Decreased-92,900 SH
AMERICAN EXPRESS CO	COM	$13.3M	1.2%Prev: 0.5%	39,260 SH	Increased+24,843 SH
AMGEN INC	COM	$362K	0.0%Prev: 0.1%	1,000 SH	Decreased-821 SH
APPLE INC	COM	$50.8M	4.6%Prev: 3.5%	175,429 SH	Increased+28,440 SH
APPLIED MATLS INC	COM	$3.3M	0.3%Prev: 0.2%	4,564 SH	Increased-2,921 SH
ARISTA NETWORKS INC	COM SHS	$17.9M	1.6%Prev: 0.9%	105,217 SH	Increased+28,791 SH
ASML HLDG NV	N Y REGISTRY SHS	$710K	0.1%	357 SH	New
AST SPACEMOBILE INC	COM CL A	$259K	0.0%	2,918 SH	New
ASTERA LABS INC	COM	$1.9M	0.2%Prev: 0.0%	3,959 SH	Increased+1,464 SH
AT&T INC	COM	$467K	0.0%Prev: 0.1%	22,558 SH	Decreased+719 SH
ATMOS ENERGY CORP	COM	$232K	0.0%Prev: 0.0%	1,346 SH	Increased-50 SH
AXON ENTERPRISE INC	COM	$322K	0.0%Prev: 0.5%	575 SH	Decreased-4,843 SH
BANK OF NY MELLON CORP	COM	$12.1M	1.1%	84,015 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.2M	0.3%Prev: 0.5%	6,470 SH	Decreased-1,892 SH
BITMINE IMMERSION TECHS INC	COM NEW	$1.8M	0.2%	134,246 SH	New
BLUE OWL CAPITAL CORPORATION	COM	$125K	0.0%Prev: 0.0%	11,463 SH	Decreased-9,376 SH
BOEING CO	COM	$309K	0.0%Prev: 0.1%	1,429 SH	Decreased-680 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$244K	0.0%Prev: 0.0%	3,943 SH	Increased-1,047 SH
BROADCOM INC	COM	$14.5M	1.3%Prev: 0.2%	38,403 SH	Increased+31,262 SH
CACI INTL INC	CL A	$557K	0.1%Prev: 0.1%	1,202 SH	Decreased
CADENCE DESIGN SYSTEM INC	COM	$11.7M	1.1%Prev: 0.3%	31,257 SH	Increased+23,437 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREAT UNIT	$28.1M	2.5%	569,657 SH	New
CATERPILLAR INC	COM	$15.8M	1.4%Prev: 0.3%	14,865 SH	Increased+7,084 SH
CF INDUSTRIES HOLD	COM	$10.1M	0.9%	93,370 SH	New
CHEVRON CORPORATION	COM	$1.6M	0.1%	9,742 SH	New
CISCO SYS INC	COM	$315K	0.0%	2,683 SH	New
CLOUDFLARE INC	CL A COM	$332K	0.0%Prev: 0.0%	1,355 SH	Decreased-604 SH
COCA COLA CO	COM	$214K	0.0%	2,627 SH	New
COREWEAVE INC	COM CL A	$1.1M	0.1%	11,085 SH	New
COSTCO WHOLESALE CORPORATION	COM	$14.2M	1.3%	15,162 SH	New
CROWDSTRIKE HLDGS INC	CL A	$2.6M	0.2%Prev: 0.6%	3,449 SH	Decreased-7,546 SH
DEERE & CO	COM	$13.7M	1.2%	21,659 SH	New
DELL TECHNOLOGIES INC	CL C	$549K	0.0%	1,272 SH	New
DIAMONDBACK ENERGY INC	COM	$2.2M	0.2%Prev: 0.6%	12,674 SH	Decreased-27,612 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$12.4M	1.1%Prev: 0.1%	105,665 SH	Increased+101,106 SH
EATON CORP PLC	SHS	$12.6M	1.1%Prev: 0.3%	29,520 SH	Increased+22,899 SH
ELI LILLY & CO	COM	$12.8M	1.2%Prev: 0.0%	10,662 SH	Increased+10,311 SH
EMERSON ELEC CO	COM	$268K	0.0%Prev: 0.5%	1,874 SH	Decreased-28,244 SH
ENBRIDGE INC	COM	$379K	0.0%Prev: 0.0%	6,986 SH	Increased-811 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$315K	0.0%Prev: 0.0%	16,460 SH	Decreased-6,216 SH
ENTERPRISE PRODS PARTNERS L	COM	$3.5M	0.3%Prev: 0.1%	94,389 SH	Increased+56,100 SH
EPR PPTYS	COM SH BEN INT	$537K	0.0%Prev: 0.1%	9,262 SH	Decreased-721 SH
EXXON MOBIL CORP	COM	$18.3M	1.7%Prev: 1.6%	134,070 SH	Increased+2,838 SH
FATHOM HOLDINGS INC	COM	$13K	0.0%Prev: 0.0%	12,402 SH	Decreased
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$4.4M	0.4%Prev: 4.7%	86,505 SH	Decreased-742,673 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$2.7M	0.2%Prev: 0.2%	56,372 SH	Increased+7,529 SH
GE AEROSPACE	COM NEW	$14.2M	1.3%Prev: 0.3%	38,015 SH	Increased+28,357 SH
GE VERNOVA INC	COM	$18.7M	1.7%Prev: 2.6%	15,885 SH	Decreased-26,574 SH
GLOBAL X FDS	GLB X MLP ENRG I	$3.4M	0.3%Prev: 0.3%	45,538 SH	Increased+10,125 SH
GLOBAL X FDS	US INFR DEV ETF	$23.7M	2.2%	403,005 SH	New
GOLDMAN SACHS GROUP INC	COM	$13.7M	1.2%Prev: 2.5%	13,531 SH	Decreased-16,434 SH
HOME DEPOT INC	COM	$537K	0.0%Prev: 0.0%	1,523 SH	Increased+583 SH
INTERNATIONAL BUSINESS MACHS	COM	$660K	0.1%Prev: 0.1%	2,346 SH	Decreased-709 SH
INTUITIVE SURGICAL INC	COM NEW	$407K	0.0%Prev: 2.3%	1,024 SH	Decreased-35,574 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$212K	0.0%	700 SH	New
INVESCO QQQ TR	UNIT SER 1	$1.5M	0.1%Prev: 0.1%	2,004 SH	Increased-150 SH
IREN LIMITED	ORDINARY SHARES	$1.0M	0.1%	21,894 SH	New
IRON MTN INC DEL	COM	$453K	0.0%Prev: 0.1%	3,582 SH	Decreased-894 SH
ISHARES GOLD TR	ISHARES NEW	$415K	0.0%Prev: 0.0%	5,495 SH	Increased+552 SH
ISHARES INC	US PWR INFRA ETF	$875K	0.1%	31,304 SH	New
ISHARES SILVER TR	ISHARES	$231K	0.0%	4,311 SH	New
ISHARES TR	CORE DIV GRWTH	$1.7M	0.2%Prev: 0.1%	21,962 SH	Increased+6,380 SH
ISHARES TR	CORE HIGH DV ETF	$1.1M	0.1%Prev: 0.1%	39,336 SH	Decreased+29,716 SH
ISHARES TR	CORE S&P SCP ETF	$469K	0.0%Prev: 0.1%	3,164 SH	Decreased-2,782 SH
ISHARES TR	CORE S&P US VLU	$211K	0.0%	1,913 SH	New
ISHARES TR	CORE S&P500 ETF	$1.2M	0.1%Prev: 0.1%	1,613 SH	Increased+142 SH
ISHARES TR	ISHARES SEMICDTR	$252K	0.0%	393 SH	New
ISHARES TR	MSCI USA MMENTM	$584K	0.1%Prev: 0.0%	1,702 SH	Increased-7 SH
ISHARES TR	RUSSELL 2000 ETF	$219K	0.0%	730 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$3.9M	0.4%Prev: 6.0%	69,767 SH	Decreased-838,172 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$319K	0.0%Prev: 0.0%	6,294 SH	Increased+79 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.4M	0.1%Prev: 2.8%	22,470 SH	Decreased-428,554 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$453K	0.0%Prev: 0.0%	6,267 SH	Increased+76 SH
JOHNSON & JOHNSON	COM	$398K	0.0%	1,568 SH	New
JPMORGAN CHASE & CO	COM	$16.5M	1.5%	50,374 SH	New
KINDER MORGAN INC DEL	COM	$437K	0.0%Prev: 0.1%	13,677 SH	Decreased-6,558 SH
KLA CORP	COM NEW	$20.7M	1.9%Prev: 0.3%	68,668 SH	Increased+65,565 SH
LAM RESEARCH CORP	COM NEW	$370K	0.0%	855 SH	New
LITHIUM AMERS CORP NEW	COM SHS	$3.4M	0.3%Prev: 0.3%	893,395 SH	Increased-119,427 SH
LIVE NATION ENTERTAINMENT IN	COM	$374K	0.0%Prev: 0.1%	2,041 SH	Decreased-1,739 SH
LOCKHEED MARTIN CORP	COM	$293K	0.0%Prev: 0.0%	575 SH	Increased+97 SH
MARTIN MARIETTA MATLS INC	COM	$232K	0.0%	402 SH	New
MARVELL TECHNOLOGY INC	COM	$230K	0.0%	772 SH	New
MASTERCARD INCORPORATED	CL A	$204K	0.0%	398 SH	New
MERCADOLIBRE INC	COM	$1.2M	0.1%Prev: 0.1%	732 SH	Increased+301 SH
META PLATFORMS INC	CL A	$20.4M	1.9%Prev: 3.0%	36,251 SH	Decreased+1,814 SH
MICRON TECHNOLOGY INC	COM	$6.4M	0.6%Prev: 0.2%	5,506 SH	Increased-9,415 SH
MICROSOFT CORP	COM	$23.3M	2.1%Prev: 4.2%	62,478 SH	Decreased-10,515 SH
MONSTER BEVERAGE CORP NEW	COM	$13.1M	1.2%Prev: 0.3%	136,376 SH	Increased+100,958 SH
MORGAN STANLEY	COM NEW	$207K	0.0%	992 SH	New
MP MATERIALS CORP	COM CL A	$10.6M	1.0%	190,100 SH	New
MPLX LP	COM UNIT REP LTD	$220K	0.0%	3,910 SH	New
NATERA INC	COM	$2.9M	0.3%	10,815 SH	New
NEBIUS GROUP N.V.	SHS CLASS A	$1.7M	0.2%	6,310 SH	New
NEOS ETF TRUST	NASDAQ 100 HIGH	$7.4M	0.7%Prev: 0.2%	130,088 SH	Increased+97,638 SH
NEOS ETF TRUST	NEOS S&P 500 HI	$8.3M	0.8%Prev: 0.5%	156,863 SH	Increased+68,651 SH
NETFLIX INC.	COM	$13.5M	1.2%	188,400 SH	New
NORTHROP GRUMMAN CORP	COM	$1.5M	0.1%	2,960 SH	New
NOVO-NORDISK A S	ADR	$244K	0.0%Prev: 0.1%	5,091 SH	Decreased-13,297 SH
NVIDIA CORPORATION	COM	$37.4M	3.4%Prev: 4.5%	187,045 SH	Decreased-60,120 SH
OMEGA HEALTHCARE INVS INC	COM	$859K	0.1%Prev: 0.1%	18,012 SH	Increased-1,726 SH
ONEOK INC NEW	COM	$11.1M	1.0%	128,001 SH	New
ORACLE CORP	COM	$10.4M	0.9%Prev: 0.7%	70,863 SH	Increased+42,403 SH
PACER FDS TR	DATA & DIGI REVO	$1.8M	0.2%	17,257 SH	New
PACER FDS TR	DEVELOPED MRKT	$20.8M	1.9%	498,555 SH	New
PACER FDS TR	METAURUS CAP 400	$1.9M	0.2%Prev: 0.3%	42,801 SH	Decreased-21,362 SH
PACER FDS TR	US CASH COWS 100	$450K	0.0%Prev: 0.5%	7,231 SH	Decreased-68,351 SH
PACER FDS TR	US LRG CP CASH	$3.3M	0.3%Prev: 2.3%	81,325 SH	Decreased-486,777 SH
PACKAGING CORP AMER	COM	$12.4M	1.1%	51,926 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$12.5M	1.1%Prev: 0.6%	107,501 SH	Increased+72,369 SH
PALO ALTO NETWORKS INC	COM	$748K	0.1%Prev: 0.5%	2,194 SH	Decreased-18,967 SH
PEPSICO INC	COM	$227K	0.0%Prev: 0.2%	1,678 SH	Decreased-11,183 SH
PFIZER INC	COM	$212K	0.0%Prev: 0.2%	8,809 SH	Decreased-55,629 SH
PGIM ETF TR	AAA CLO ETF	$200K	0.0%	3,902 SH	New
PHILIP MORRIS INTL INC	COM	$11.9M	1.1%Prev: 0.1%	65,695 SH	Increased+63,136 SH
PHILLIPS 66	COM	$495K	0.0%Prev: 0.0%	2,926 SH	Increased+707 SH
PNC FINL SVCS GROUP INC	COM	$13.4M	1.2%	54,460 SH	New
QUALCOMM INC	COM	$265K	0.0%Prev: 0.3%	1,436 SH	Decreased-17,273 SH
QUANTA SVCS INC	COM	$16.8M	1.5%Prev: 2.4%	23,295 SH	Decreased-31,310 SH
REALTY INCOME CORP	COM	$983K	0.1%Prev: 0.1%	15,857 SH	Increased-1,133 SH
ROBINHOOD MKTS INC	COM CL A	$22.2M	2.0%Prev: 0.6%	221,419 SH	Increased+167,513 SH
ROCKET LAB CORP	COM	$544K	0.0%Prev: 0.0%	5,352 SH	Increased-5,238 SH
RTX CORPORATION	COM	$212K	0.0%	1,116 SH	New
SALESFORCE INC	COM	$2.0M	0.2%Prev: 0.2%	12,912 SH	Increased+8,111 SH
SCHWAB CHARLES CORP	COM	$205K	0.0%Prev: 0.0%	2,223 SH	Increased-16 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.0M	0.2%Prev: 0.2%	63,486 SH	Increased-7,182 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$401K	0.0%Prev: 0.0%	11,837 SH	Increased-264 SH
SELECT SECTOR SPDR TR	ST STR DISCR ETF	$251K	0.0%	2,144 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$451K	0.0%	8,490 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$3.4M	0.3%	64,311 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$4.8M	0.4%	25,782 SH	New
SELECT SECTOR SPDR TR	ST STR SVC ETF	$220K	0.0%	2,056 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$261K	0.0%	1,371 SH	New
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$517K	0.0%	11,402 SH	New
SENTINELONE INC	CL A	$253K	0.0%Prev: 0.2%	14,923 SH	Decreased-57,922 SH
SERVICENOW INC	COM	$15.4M	1.4%Prev: 0.1%	154,649 SH	Increased+154,078 SH
SNOWFLAKE INC	COM SHS	$283K	0.0%	1,112 SH	New
SOFI TECHNOLOGIES INC	COM	$4.5M	0.4%Prev: 0.2%	249,482 SH	Increased+148,231 SH
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$8.0M	0.7%	46,982 SH	New
SPDR GOLD TR	GOLD SHS	$526K	0.0%Prev: 1.8%	1,427 SH	Decreased-49,304 SH
SPDR SERIES TRUST	ST STR BLO 1 ETF	$37.2M	3.4%	405,781 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$2.3M	0.2%	26,172 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$465K	0.0%	3,909 SH	New
SPDR SERIES TRUST	ST STR SP AERO	$24.0M	2.2%	84,616 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$561K	0.1%	751 SH	New
STRATEGY INC	CL A NEW	$1.7M	0.2%	19,515 SH	New
SYSCO CORP	COM	$1.1M	0.1%	12,615 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$8.2M	0.7%	17,125 SH	New
TEMA ETF TRUST	ELECTRIFICATION	$1.7M	0.2%	41,436 SH	New
TESLA INC	COM	$20.0M	1.8%Prev: 1.0%	47,610 SH	Increased+21,365 SH
TEXAS PACIFIC LAND CORPORATI	COM	$12.6M	1.1%	28,709 SH	New
TIDAL TRUST I	FUND GRAN US ETF	$8.5M	0.8%	308,866 SH	New
TIDAL TRUST I	SOFI SELECT 500	$2.7M	0.2%Prev: 0.3%	18,072 SH	Decreased-6,454 SH
TIDAL TRUST III	FUND GRA MID ETF	$26.0M	2.4%	825,676 SH	New
TJX COS INC NEW	COM	$12.0M	1.1%Prev: 0.0%	79,173 SH	Increased+77,066 SH
UBER TECHNOLOGIES INC	COM	$2.2M	0.2%Prev: 0.4%	30,658 SH	Decreased-7,510 SH
UIPATH INC	CL A	$1.8M	0.2%	165,047 SH	New
UNION PAC CORP	COM	$12.0M	1.1%	44,059 SH	New
UNITEDHEALTH GROUP INC	COM	$13.0M	1.2%Prev: 0.2%	31,314 SH	Increased+26,805 SH
VALERO ENERGY CORP	COM	$6.0M	0.5%Prev: 0.4%	23,145 SH	Increased-33 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$245K	0.0%	374 SH	New
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$250K	0.0%	5,161 SH	New
VANGUARD INDEX FDS	EXTEND MKT ETF	$443K	0.0%Prev: 0.0%	1,800 SH	Increased-5 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.9M	0.2%Prev: 0.2%	2,701 SH	Increased-469 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$362K	0.0%Prev: 0.0%	979 SH	Increased+27 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$407K	0.0%Prev: 0.0%	1,719 SH	Increased-178 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$492K	0.0%Prev: 0.1%	3,113 SH	Decreased-686 SH
VANGUARD WORLD FD	INF TECH ETF	$258K	0.0%	2,160 SH	New
VANGUARD WORLD FD	MEGA GRWTH IND	$225K	0.0%	2,562 SH	New
VERIZON COMMUNICATIONS INC	COM	$519K	0.0%Prev: 0.1%	12,247 SH	Decreased-6,535 SH
VICI PPTYS INC	COM	$711K	0.1%Prev: 0.1%	26,765 SH	Decreased+4,627 SH
VISA INC	COM CL A	$8.4M	0.8%Prev: 0.3%	24,400 SH	Increased+17,713 SH
VISTRA CORP	COM	$11.8M	1.1%	74,516 SH	New
WALMART INC	COM	$647K	0.1%Prev: 0.1%	5,708 SH	Decreased-1,194 SH
WOODWARD INC	COM	$324K	0.0%	762 SH	New
WP CAREY INC	COM	$496K	0.0%Prev: 0.1%	6,931 SH	Increased-517 SH

Sold (vs prior filing)

ABBOTT LABS — $3.6M
ALEXANDRIA REAL ESTATE EQ IN — $1.3M
ARES CAPITAL CORP — $219K
ASML HOLDING N V — $333K
BANK NEW YORK MELLON CORP — $2.3M
CHECK POINT SOFTWARE TECH LT — $206K
CHEVRON CORP NEW — $460K
CME GROUP INC — $232K
COSTCO WHSL CORP NEW — $20.2M
DEVON ENERGY CORP NEW — $269K
DISNEY WALT CO — $223K
EOG RES INC — $1.6M
FAIR ISAAC CORP — $1.6M
FEDEX CORP — $212K
GARMIN LTD — $2.4M
GLOBAL X FDS — $218K
GRAINGER W W INC — $577K
INVESCO EXCHANGE TRADED FD T — $732K
ISHARES BITCOIN TRUST ETF — $17.7M
ISHARES TR — $274K
… and 35 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 19, 2026	Q3 2026	13F-HR	0002085853-26-001244	—	View
Jan 9, 2026	Q4 2025	13F-HR	0002085853-26-000022	$990.2M	View
Oct 8, 2025	Q3 2025