$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 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IGIB | ISHARES TR | $670,000 | -1.3% | 11,300 | 0.0% | 0.12% | -8.2% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $329,000 | +0.3% | 1,800 | 0.0% | 0.06% | -7.7% | |
| FTHM | FATHOM HOLDINGS INC | $254,000 | -23.3% | 12,402 | 0.0% | 0.05% | -27.7% | |
| OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $0 | – | 26 | 0.0% | 0.00% | – |
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.