$544 Million is the total value of Teamwork Financial Advisors, LLC's 294 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 11.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $123,122,000 | +21.7% | 693,372 | -3.0% | 22.62% | +13.1% |
| PINS | Sell | PINTEREST INCcl a | $15,509,000 | -45.7% | 426,665 | -23.9% | 2.85% | -49.5% |
| V | Sell | VISA INC | $13,107,000 | -26.8% | 60,481 | -24.8% | 2.41% | -32.0% |
| TTD | Sell | THE TRADE DESK INC | $11,742,000 | +29.4% | 128,135 | -0.7% | 2.16% | +20.3% |
| AMZN | Sell | AMAZON COM INC | $10,681,000 | -0.6% | 3,203 | -2.1% | 1.96% | -7.6% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $10,472,000 | -6.0% | 476,870 | -7.4% | 1.92% | -12.6% |
| SE | Sell | SEA LTDsponsord ads | $9,542,000 | -43.0% | 42,656 | -18.7% | 1.75% | -47.0% |
| SHOP | Sell | SHOPIFY INCcl a | $8,275,000 | -5.4% | 6,008 | -6.9% | 1.52% | -12.1% |
| MELI | Sell | MERCADOLIBRE INC | $7,559,000 | -31.6% | 5,606 | -14.9% | 1.39% | -36.4% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $6,545,000 | -2.8% | 21,891 | -11.3% | 1.20% | -9.7% |
| MGM | Sell | MGM RESORTS INTERNATIONAL | $5,554,000 | -18.9% | 123,747 | -22.0% | 1.02% | -24.6% |
| OIH | Sell | VANECK ETF TRUSToil services etf | $4,937,000 | -64.0% | 26,709 | -61.7% | 0.91% | -66.6% |
| ABBV | Sell | ABBVIE INC | $3,977,000 | +21.6% | 29,370 | -3.1% | 0.73% | +13.0% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $3,931,000 | -10.8% | 17,393 | -13.7% | 0.72% | -17.1% |
| PYPL | Sell | PAYPAL HLDGS INC | $3,913,000 | -46.6% | 20,749 | -26.3% | 0.72% | -50.4% |
| HDV | Sell | ISHARES TRcore high dv etf | $3,758,000 | +2.0% | 37,210 | -4.8% | 0.69% | -5.2% |
| DIS | Sell | DISNEY WALT CO | $3,606,000 | -21.0% | 23,280 | -13.8% | 0.66% | -26.7% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $3,057,000 | -20.0% | 8,507 | -22.6% | 0.56% | -25.6% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $2,668,000 | +2.7% | 22,173 | -4.7% | 0.49% | -4.5% |
| SLB | Sell | SCHLUMBERGER LTD | $2,472,000 | -19.6% | 82,521 | -20.4% | 0.45% | -25.3% |
| GOVT | Sell | ISHARES TRus treas bd etf | $2,441,000 | -1.9% | 91,478 | -2.4% | 0.45% | -8.9% |
| STOR | Sell | STORE CAP CORP | $2,213,000 | -6.4% | 64,329 | -12.9% | 0.41% | -12.8% |
| MAC | Sell | MACERICH CO | $2,195,000 | -3.6% | 127,008 | -6.8% | 0.40% | -10.4% |
| SQ | Sell | BLOCK INCcl a | $2,106,000 | -53.4% | 13,043 | -30.8% | 0.39% | -56.7% |
| U | Sell | UNITY SOFTWARE INC | $2,073,000 | +11.1% | 14,496 | -1.9% | 0.38% | +3.3% |
| OKTA | Sell | OKTA INCcl a | $1,977,000 | -22.5% | 8,820 | -17.9% | 0.36% | -28.0% |
| COST | Sell | COSTCO WHSL CORP NEW | $1,862,000 | +26.0% | 3,281 | -0.3% | 0.34% | +17.1% |
| NEE | Sell | NEXTERA ENERGY INC | $1,768,000 | -2.6% | 18,941 | -18.0% | 0.32% | -9.5% |
| BAM | Sell | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $1,734,000 | +10.4% | 28,721 | -2.1% | 0.32% | +2.9% |
| IGM | Sell | ISHARES TRexpnd tec sc etf | $1,726,000 | +8.6% | 3,932 | -0.1% | 0.32% | +1.0% |
| TWLO | Sell | TWILIO INCcl a | $1,697,000 | -29.6% | 6,444 | -14.7% | 0.31% | -34.6% |
| EQIX | Sell | EQUINIX INC | $1,695,000 | -12.6% | 2,003 | -18.4% | 0.31% | -18.8% |
| BR | Sell | BROADRIDGE FINL SOLUTIONS IN | $1,677,000 | +5.3% | 9,174 | -4.0% | 0.31% | -2.2% |
| PXD | Sell | PIONEER NAT RES CO | $1,666,000 | -8.5% | 9,162 | -16.2% | 0.31% | -15.0% |
| SCHW | Sell | SCHWAB CHARLES CORP | $1,636,000 | +11.5% | 19,459 | -3.4% | 0.30% | +3.8% |
| HLI | Sell | HOULIHAN LOKEY INCcl a | $1,587,000 | +7.9% | 15,335 | -4.0% | 0.29% | +0.3% |
| SPG | Sell | SIMON PPTY GROUP INC NEW | $1,503,000 | -29.4% | 9,405 | -42.6% | 0.28% | -34.4% |
| IRM | Sell | IRON MTN INC NEW | $1,490,000 | +14.0% | 28,477 | -5.3% | 0.27% | +6.2% |
| SPHB | Sell | INVESCO EXCH TRADED FD TR IIs&p 500 hb etf | $1,417,000 | -26.6% | 17,936 | -32.1% | 0.26% | -31.9% |
| SCHJ | Sell | SCHWAB STRATEGIC TR1 5yr corp bd | $1,374,000 | -30.5% | 27,172 | -29.8% | 0.25% | -35.5% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $1,325,000 | -3.5% | 8,018 | -13.5% | 0.24% | -10.3% |
| MBB | Sell | ISHARES TRmbs etf | $1,301,000 | -13.7% | 12,108 | -13.2% | 0.24% | -19.8% |
| DAL | Sell | DELTA AIR LINES INC DEL | $1,274,000 | -76.4% | 32,590 | -74.3% | 0.23% | -78.1% |
| NOW | Sell | SERVICENOW INC | $1,273,000 | -2.9% | 1,962 | -6.9% | 0.23% | -9.7% |
| NCLH | Sell | NORWEGIAN CRUISE LINE HLDG L | $1,240,000 | -33.0% | 59,793 | -13.7% | 0.23% | -37.7% |
| MDB | Sell | MONGODB INCcl a | $1,215,000 | -2.6% | 2,295 | -13.3% | 0.22% | -9.7% |
| DOCU | Sell | DOCUSIGN INC | $1,211,000 | -56.4% | 7,950 | -26.3% | 0.22% | -59.6% |
| SBUX | Sell | STARBUCKS CORP | $1,187,000 | +4.6% | 10,148 | -1.4% | 0.22% | -2.7% |
| CRM | Sell | SALESFORCE COM INC | $1,170,000 | -6.6% | 4,605 | -0.3% | 0.22% | -13.3% |
| UNP | Sell | UNION PAC CORP | $1,132,000 | -18.4% | 4,492 | -36.5% | 0.21% | -24.1% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,116,000 | +9.0% | 6,496 | -2.5% | 0.20% | +1.5% |
| ARKK | Sell | ARK ETF TRinnovation etf | $1,048,000 | -39.5% | 11,077 | -29.3% | 0.19% | -43.6% |
| FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $1,039,000 | -26.3% | 19,531 | -25.8% | 0.19% | -31.5% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $1,027,000 | +5.3% | 4,793 | -10.4% | 0.19% | -2.1% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $1,008,000 | +3.7% | 14,692 | -8.0% | 0.18% | -3.6% |
| PEP | Sell | PEPSICO INC | $950,000 | +11.1% | 5,469 | -3.8% | 0.18% | +3.6% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $900,000 | +3.8% | 12,298 | -4.3% | 0.16% | -3.5% |
| ZTS | Sell | ZOETIS INCcl a | $883,000 | +11.5% | 3,618 | -11.4% | 0.16% | +3.2% |
| SHYD | Sell | VANECK ETF TRUSTshrt hgh yld mun | $872,000 | +0.1% | 34,682 | -0.1% | 0.16% | -7.0% |
| FMB | Sell | FIRST TR EXCH TRADED FD IIImanagd mun etf | $834,000 | -0.2% | 14,644 | -0.6% | 0.15% | -7.3% |
| JQUA | Sell | J P MORGAN EXCHANGE-TRADED Fus qualty fctr | $822,000 | -5.0% | 18,072 | -14.5% | 0.15% | -11.7% |
| VAC | Sell | MARRIOTT VACATIONS WORLDWIDE | $794,000 | +2.3% | 4,697 | -4.7% | 0.15% | -4.6% |
| WD | Sell | WALKER & DUNLOP INC | $788,000 | +30.5% | 5,223 | -1.8% | 0.14% | +21.8% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $758,000 | -14.3% | 14,586 | -10.9% | 0.14% | -20.6% |
| ARKG | Sell | ARK ETF TRgenomic rev etf | $746,000 | -38.2% | 12,188 | -24.6% | 0.14% | -42.7% |
| MKC | Sell | MCCORMICK & CO INC | $742,000 | +9.3% | 7,677 | -8.4% | 0.14% | +1.5% |
| T | Sell | AT&T INC | $738,000 | -24.9% | 29,996 | -17.6% | 0.14% | -29.9% |
| HD | Sell | HOME DEPOT INC | $732,000 | +25.1% | 1,764 | -1.0% | 0.13% | +15.5% |
| PFE | Sell | PFIZER INC | $712,000 | +32.6% | 12,059 | -3.4% | 0.13% | +23.6% |
| MDT | Sell | MEDTRONIC PLC | $705,000 | -24.6% | 6,818 | -8.6% | 0.13% | -29.7% |
| WMC | Sell | WESTERN ASSET MTG CAP CORP | $691,000 | -19.7% | 327,257 | -0.8% | 0.13% | -25.3% |
| EWT | Sell | ISHARES INCmsci taiwan etf | $683,000 | +5.4% | 10,247 | -2.0% | 0.12% | -2.3% |
| SMIN | Sell | ISHARES TRmsci india sm cp | $656,000 | -1.5% | 10,876 | -1.8% | 0.12% | -8.3% |
| KNSL | Sell | KINSALE CAP GROUP INC | $652,000 | +43.3% | 2,742 | -2.6% | 0.12% | +33.3% |
| PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $655,000 | -28.9% | 35,969 | -6.1% | 0.12% | -34.1% |
| BKNG | Sell | BOOKING HOLDINGS INC | $636,000 | -12.2% | 265 | -13.1% | 0.12% | -18.2% |
| EWN | Sell | ISHARES INCmsci netherl etf | $632,000 | +0.5% | 12,578 | -1.6% | 0.12% | -6.5% |
| BETZ | Sell | LISTED FD TRroundhill sports | $625,000 | -73.2% | 25,161 | -67.5% | 0.12% | -75.0% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $625,000 | -7.7% | 1,364 | -19.1% | 0.12% | -14.2% |
| EWGS | Sell | ISHARES TRmsci germny etf | $611,000 | -3.9% | 7,693 | -1.8% | 0.11% | -11.1% |
| IYT | Sell | ISHARES TRus trsprtion | $609,000 | -3.9% | 2,203 | -15.6% | 0.11% | -10.4% |
| CCL | Sell | CARNIVAL CORP | $610,000 | -54.5% | 30,310 | -43.5% | 0.11% | -57.7% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $582,000 | -6.7% | 3,201 | -9.9% | 0.11% | -13.0% |
| SRC | Sell | SPIRIT RLTY CAP INC NEW | $583,000 | +3.6% | 12,089 | -1.2% | 0.11% | -3.6% |
| OHI | Sell | OMEGA HEALTHCARE INVS INC | $567,000 | -3.4% | 19,176 | -2.2% | 0.10% | -10.3% |
| ET | Sell | ENERGY TRANSFER L P | $557,000 | -16.9% | 67,702 | -3.1% | 0.10% | -22.7% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $556,000 | -13.9% | 11,123 | -12.9% | 0.10% | -20.3% |
| FB | Sell | META PLATFORMS INCcl a | $547,000 | -2.7% | 1,626 | -1.8% | 0.10% | -9.9% |
| O | Sell | REALTY INCOME CORP | $527,000 | +8.2% | 7,358 | -1.9% | 0.10% | +1.0% |
| CCI | Sell | CROWN CASTLE INTL CORP NEW | $496,000 | +19.5% | 2,374 | -0.8% | 0.09% | +11.0% |
| FVRR | Sell | FIVERR INTL LTD | $493,000 | -57.4% | 4,337 | -31.6% | 0.09% | -60.3% |
| LMT | Sell | LOCKHEED MARTIN CORP | $489,000 | +2.1% | 1,376 | -0.9% | 0.09% | -5.3% |
| PAYC | Sell | PAYCOM SOFTWARE INC | $485,000 | -25.4% | 1,167 | -11.0% | 0.09% | -30.5% |
| ANGL | Sell | VANECK ETF TRUSTfallen angel hg | $484,000 | -10.2% | 14,675 | -10.0% | 0.09% | -16.8% |
| VTR | Sell | VENTAS INC | $449,000 | -12.0% | 8,790 | -4.8% | 0.08% | -18.8% |
| LULU | Sell | LULULEMON ATHLETICA INC | $441,000 | -6.0% | 1,127 | -2.7% | 0.08% | -12.9% |
| HLT | Sell | HILTON WORLDWIDE HLDGS INC | $438,000 | -3.3% | 2,810 | -18.0% | 0.08% | -11.1% |
| SHV | Sell | ISHARES TRshort treas bd | $432,000 | -9.1% | 3,911 | -9.0% | 0.08% | -16.0% |
| TDOC | Sell | TELADOC HEALTH INC | $419,000 | -66.7% | 4,564 | -54.1% | 0.08% | -69.1% |
| DKNG | Sell | DRAFTKINGS INC | $415,000 | -85.2% | 15,113 | -74.1% | 0.08% | -86.3% |
| MO | Sell | ALTRIA GROUP INC | $393,000 | -12.7% | 8,293 | -16.1% | 0.07% | -19.1% |
| PPL | Sell | PPL CORP | $356,000 | +7.6% | 11,828 | -0.3% | 0.06% | 0.0% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $335,000 | +14.3% | 502 | -2.1% | 0.06% | +6.9% |
| BRX | Sell | BRIXMOR PPTY GROUP INC | $321,000 | +13.4% | 12,640 | -1.3% | 0.06% | +5.4% |
| OXY | Sell | OCCIDENTAL PETE CORP | $321,000 | -32.7% | 11,063 | -31.4% | 0.06% | -37.2% |
| WIX | Sell | WIX COM LTD | $313,000 | -33.3% | 1,984 | -17.2% | 0.06% | -37.6% |
| LOW | Sell | LOWES COS INC | $316,000 | -33.2% | 1,223 | -47.5% | 0.06% | -37.6% |
| PSA | Sell | PUBLIC STORAGE | $310,000 | +19.7% | 828 | -5.2% | 0.06% | +11.8% |
| SBAC | Sell | SBA COMMUNICATIONS CORP NEWcl a | $311,000 | +17.4% | 800 | -0.4% | 0.06% | +9.6% |
| INTU | Sell | INTUIT | $304,000 | -1.0% | 472 | -17.0% | 0.06% | -8.2% |
| RBLX | Sell | ROBLOX CORPcl a | $306,000 | -30.1% | 2,967 | -48.8% | 0.06% | -35.6% |
| NVS | Sell | NOVARTIS AGsponsored adr | $307,000 | +5.1% | 3,506 | -1.8% | 0.06% | -3.4% |
| AYX | Sell | ALTERYX INC | $298,000 | -49.5% | 4,928 | -39.0% | 0.06% | -53.0% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $288,000 | -37.0% | 2,514 | -39.9% | 0.05% | -41.1% |
| GSIE | Sell | GOLDMAN SACHS ETF TRactivebeta int | $291,000 | -3.6% | 8,261 | -6.5% | 0.05% | -11.7% |
| WPC | Sell | WP CAREY INC | $291,000 | +4.7% | 3,552 | -6.7% | 0.05% | -3.6% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $275,000 | +8.3% | 1,141 | -0.2% | 0.05% | +2.0% |
| VLO | Sell | VALERO ENERGY CORP | $268,000 | -27.8% | 3,568 | -32.1% | 0.05% | -32.9% |
| FNDA | Sell | SCHWAB STRATEGIC TRschwab fdt us sc | $268,000 | -11.8% | 4,821 | -16.5% | 0.05% | -18.3% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $264,000 | -9.9% | 2,418 | -9.0% | 0.05% | -17.2% |
| NET | Sell | CLOUDFLARE INC | $259,000 | +9.7% | 1,968 | -6.2% | 0.05% | +2.1% |
| HDEF | Sell | DBX ETF TRxtrack msci eafe | $256,000 | -5.2% | 10,837 | -9.0% | 0.05% | -11.3% |
| HFC | Sell | HOLLYFRONTIER CORP | $255,000 | -8.3% | 7,779 | -7.4% | 0.05% | -14.5% |
| DLR | Sell | DIGITAL RLTY TR INC | $254,000 | +10.9% | 1,436 | -9.6% | 0.05% | +4.4% |
| LMND | Sell | LEMONADE INC | $255,000 | -50.5% | 6,044 | -21.3% | 0.05% | -53.9% |
| AMAT | Sell | APPLIED MATLS INC | $257,000 | -1.9% | 1,631 | -19.9% | 0.05% | -9.6% |
| MCO | Sell | MOODYS CORP | $253,000 | +6.8% | 648 | -3.1% | 0.05% | -2.1% |
| CMBS | Sell | ISHARES TRcmbs etf | $246,000 | -2.4% | 4,635 | -0.7% | 0.04% | -10.0% |
| WM | Sell | WASTE MGMT INC DEL | $245,000 | +9.4% | 1,468 | -2.1% | 0.04% | +2.3% |
| DXCM | Sell | DEXCOM INC | $234,000 | -4.5% | 436 | -2.7% | 0.04% | -10.4% |
| FSLY | Sell | FASTLY INCcl a | $228,000 | -76.1% | 6,441 | -72.7% | 0.04% | -77.7% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $227,000 | -5.4% | 1,953 | -17.1% | 0.04% | -10.6% |
| FDL | Sell | FIRST TR MORNINGSTAR DIVID L | $225,000 | -0.9% | 6,314 | -8.7% | 0.04% | -8.9% |
| COMT | Sell | ISHARES U S ETF TRgsci cmdty stgy | $221,000 | -21.4% | 7,153 | -8.7% | 0.04% | -26.8% |
| TNL | Sell | TRAVEL PLUS LEISURE CO | $223,000 | -13.6% | 4,029 | -14.7% | 0.04% | -19.6% |
| LUV | Sell | SOUTHWEST AIRLS CO | $222,000 | -17.8% | 5,176 | -1.3% | 0.04% | -22.6% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $220,000 | -41.5% | 1,850 | -27.1% | 0.04% | -45.9% |
| VALE | Sell | VALE S Asponsored ads | $213,000 | -34.7% | 15,188 | -35.0% | 0.04% | -39.1% |
| USHY | Sell | ISHARES TRbroad usd high | $213,000 | -48.2% | 5,180 | -47.7% | 0.04% | -51.9% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $205,000 | -51.7% | 2,524 | -50.9% | 0.04% | -54.8% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $204,000 | -2.9% | 2,202 | -0.9% | 0.04% | -11.9% |
| FTF | Sell | FRANKLIN LTD DURATION INCOME | $171,000 | -33.7% | 18,786 | -33.9% | 0.03% | -39.2% |
| OPK | Sell | OPKO HEALTH INC | $114,000 | -29.2% | 23,760 | -46.0% | 0.02% | -34.4% |
| CLNE | Sell | CLEAN ENERGY FUELS CORP | $98,000 | -47.9% | 15,964 | -30.8% | 0.02% | -51.4% |
| ZNGA | Sell | ZYNGA INCcl a | $77,000 | -19.8% | 12,013 | -5.5% | 0.01% | -26.3% |
| VLO | Exit | VALERO ENERGY CORPcall | $0 | – | -1,400 | -100.0% | -0.02% | – |
| RCL | Exit | ROYAL CARIBBEAN GROUPcall | $0 | – | -1,200 | -100.0% | -0.02% | – |
| RCL | Exit | ROYAL CARIBBEAN GROUP | $0 | – | -1,457 | -100.0% | -0.03% | – |
| MAT | Exit | MATTEL INC | $0 | – | -10,560 | -100.0% | -0.04% | – |
| NVCR | Exit | NOVOCURE LTD | $0 | – | -1,718 | -100.0% | -0.04% | – |
| ACC | Exit | AMERICAN CAMPUS CMNTYS INC | $0 | – | -4,566 | -100.0% | -0.04% | – |
| SWKS | Exit | SKYWORKS SOLUTIONS INC | $0 | – | -1,369 | -100.0% | -0.04% | – |
| BIL | Exit | SPDR SER TRspdr bloomberg | $0 | – | -2,534 | -100.0% | -0.05% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -1,693 | -100.0% | -0.05% | – |
| IGLB | Exit | ISHARES TR10+ yr invst grd | $0 | – | -3,693 | -100.0% | -0.05% | – |
| DTE | Exit | DTE ENERGY CO | $0 | – | -2,632 | -100.0% | -0.06% | – |
| SYY | Exit | SYSCO CORP | $0 | – | -4,003 | -100.0% | -0.06% | – |
| SCHI | Exit | SCHWAB STRATEGIC TR5 10yr corp bd | $0 | – | -7,234 | -100.0% | -0.08% | – |
| FRT | Exit | FEDERAL RLTY INVT TRsh ben int new | $0 | – | -3,467 | -100.0% | -0.08% | – |
| EEMA | Exit | ISHARES INCmsci em asia etf | $0 | – | -4,974 | -100.0% | -0.08% | – |
| CFR | Exit | CULLEN FROST BANKERS INC | $0 | – | -4,111 | -100.0% | -0.10% | – |
| IDXX | Exit | IDEXX LABS INC | $0 | – | -984 | -100.0% | -0.12% | – |
| IWM | Exit | ISHARES TRcall | $0 | – | -2,900 | -100.0% | -0.12% | – |
| VGSH | Exit | VANGUARD SCOTTSDALE FDSshort term treas | $0 | – | -12,430 | -100.0% | -0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-31
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 16 | Q3 2023 | 24.8% |
| VISA INC | 16 | Q3 2023 | 7.4% |
| MICROSOFT CORP | 16 | Q3 2023 | 5.9% |
| THE TRADE DESK INC | 16 | Q3 2023 | 6.1% |
| AMAZON COM INC | 16 | Q3 2023 | 2.5% |
| ISHARES TR | 16 | Q3 2023 | 4.6% |
| ENTERPRISE PRODS PARTNERS L | 16 | Q3 2023 | 2.6% |
| BERKSHIRE HATHAWAY INC DEL | 16 | Q3 2023 | 6.1% |
| MERCADOLIBRE INC | 16 | Q3 2023 | 2.6% |
| ABBVIE INC | 16 | Q3 2023 | 1.4% |
View Teamwork Financial Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-01-31 |
View Teamwork Financial Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.