$536 Million is the total value of Teamwork Financial Advisors, LLC's 241 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 53.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $121,948,000 | -1.0% | 698,401 | +0.7% | 22.73% | +0.5% |
| MSFT | Buy | MICROSOFT CORP | $28,780,000 | +153.3% | 93,347 | +176.3% | 5.36% | +156.9% |
| DVN | Buy | DEVON ENERGY CORP NEW | $24,821,000 | +103.6% | 419,770 | +51.6% | 4.63% | +106.6% |
| FANG | Buy | DIAMONDBACK ENERGY INC | $14,847,000 | +52.4% | 108,310 | +19.9% | 2.77% | +54.6% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $14,160,000 | +35.2% | 548,617 | +15.0% | 2.64% | +37.2% |
| AMZN | Sell | AMAZON COM INC | $10,008,000 | -6.3% | 3,070 | -4.2% | 1.87% | -4.9% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $9,482,000 | +44.9% | 26,868 | +22.7% | 1.77% | +47.1% |
| NVDA | Buy | NVIDIA CORPORATION | $8,221,000 | +53.4% | 30,127 | +65.3% | 1.53% | +55.5% |
| V | Sell | VISA INC | $7,795,000 | -40.5% | 35,151 | -41.9% | 1.45% | -39.7% |
| CVX | Buy | CHEVRON CORP NEW | $6,616,000 | +856.1% | 40,634 | +588.6% | 1.23% | +870.9% |
| TTD | Sell | THE TRADE DESK INC | $6,154,000 | -47.6% | 88,862 | -30.6% | 1.15% | -46.8% |
| TSLA | Buy | TESLA INC | $5,107,000 | +143.2% | 4,739 | +138.5% | 0.95% | +146.6% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $4,895,000 | +30.4% | 1,760 | +35.8% | 0.91% | +32.2% |
| CF | New | CF INDS HLDGS INC | $4,878,000 | – | 47,332 | +100.0% | 0.91% | – |
| XOM | Buy | EXXON MOBIL CORP | $4,809,000 | +1862.9% | 58,227 | +1353.9% | 0.90% | +1891.1% |
| CB | New | CHUBB LIMITED | $4,232,000 | – | 19,784 | +100.0% | 0.79% | – |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $4,046,000 | +81.4% | 76,148 | +90.6% | 0.75% | +83.9% |
| MPC | Buy | MARATHON PETE CORP | $3,997,000 | +267.0% | 46,744 | +174.6% | 0.74% | +272.5% |
| VNOM | Buy | VIPER ENERGY PARTNERS LP | $3,976,000 | +56.7% | 134,469 | +12.9% | 0.74% | +59.0% |
| AXP | Buy | AMERICAN EXPRESS CO | $3,945,000 | +94.2% | 21,095 | +69.9% | 0.74% | +97.1% |
| ABBV | Sell | ABBVIE INC | $3,914,000 | -1.6% | 24,145 | -17.8% | 0.73% | -0.1% |
| CSCO | Buy | CISCO SYS INC | $3,917,000 | +140.7% | 70,255 | +173.7% | 0.73% | +144.1% |
| WRB | Buy | BERKLEY W R CORP | $3,881,000 | +251.9% | 58,288 | +335.4% | 0.72% | +256.2% |
| DE | New | DEERE & CO | $3,839,000 | – | 9,239 | +100.0% | 0.72% | – |
| PSX | Buy | PHILLIPS 66 | $3,565,000 | +228.3% | 41,271 | +175.4% | 0.66% | +232.5% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $3,522,000 | +200.8% | 43,970 | +149.8% | 0.66% | +205.6% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $3,500,000 | +171.7% | 1,253 | +181.6% | 0.65% | +175.1% |
| BFB | Buy | BROWN FORMAN CORPcl b | $3,466,000 | +212.3% | 51,720 | +239.6% | 0.65% | +216.7% |
| AMD | New | ADVANCED MICRO DEVICES INC | $3,454,000 | – | 31,593 | +100.0% | 0.64% | – |
| KLAC | Buy | KLA CORP | $3,394,000 | +202.5% | 9,271 | +255.3% | 0.63% | +207.3% |
| PCAR | New | PACCAR INC | $3,384,000 | – | 38,422 | +100.0% | 0.63% | – |
| VRSN | New | VERISIGN INC | $3,387,000 | – | 15,224 | +100.0% | 0.63% | – |
| PG | New | PROCTER AND GAMBLE CO | $3,356,000 | – | 21,961 | +100.0% | 0.63% | – |
| ORLY | New | OREILLY AUTOMOTIVE INC | $3,333,000 | – | 4,866 | +100.0% | 0.62% | – |
| GL | New | GLOBE LIFE INC | $3,299,000 | – | 32,794 | +100.0% | 0.62% | – |
| MELI | Sell | MERCADOLIBRE INC | $3,275,000 | -56.7% | 2,753 | -50.9% | 0.61% | -56.1% |
| GRMN | Buy | GARMIN LTD | $3,269,000 | +217.1% | 27,563 | +264.0% | 0.61% | +222.2% |
| CMI | New | CUMMINS INC | $3,239,000 | – | 15,789 | +100.0% | 0.60% | – |
| USB | Buy | US BANCORP DEL | $3,216,000 | +192.6% | 60,501 | +209.1% | 0.60% | +196.5% |
| MNST | New | MONSTER BEVERAGE CORP NEW | $3,186,000 | – | 39,880 | +100.0% | 0.59% | – |
| QRVO | Buy | QORVO INC | $3,097,000 | +190.0% | 24,957 | +265.6% | 0.58% | +194.4% |
| AAP | Buy | ADVANCE AUTO PARTS INC | $3,082,000 | +162.7% | 14,894 | +204.6% | 0.58% | +167.4% |
| VICI | Buy | VICI PPTYS INC | $3,081,000 | +66.4% | 108,248 | +76.0% | 0.57% | +68.8% |
| CVS | Buy | CVS HEALTH CORP | $3,012,000 | +4.7% | 29,758 | +6.7% | 0.56% | +6.0% |
| PM | Buy | PHILIP MORRIS INTL INC | $3,003,000 | +153.0% | 31,967 | +155.9% | 0.56% | +156.9% |
| ESGU | Buy | ISHARES TResg awr msci usa | $2,932,000 | +190.3% | 28,933 | +209.0% | 0.55% | +194.1% |
| IEO | Sell | ISHARES TRus oil gs ex etf | $2,797,000 | +7.7% | 33,166 | -21.8% | 0.52% | +9.2% |
| SCHW | Buy | SCHWAB CHARLES CORP | $2,764,000 | +68.9% | 32,785 | +68.5% | 0.52% | +71.1% |
| XOP | Buy | SPDR SER TRs&p oilgas exp | $2,547,000 | +263.3% | 18,929 | +158.9% | 0.48% | +268.2% |
| SHOP | Sell | SHOPIFY INCcl a | $2,386,000 | -71.2% | 3,530 | -41.2% | 0.44% | -70.7% |
| APA | New | APA CORPORATION | $2,357,000 | – | 57,036 | +100.0% | 0.44% | – |
| DIS | Sell | DISNEY WALT CO | $2,344,000 | -35.0% | 17,089 | -26.6% | 0.44% | -34.0% |
| PINS | Sell | PINTEREST INCcl a | $2,277,000 | -85.3% | 92,520 | -78.3% | 0.42% | -85.1% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $2,239,000 | +171.7% | 8,800 | +184.6% | 0.42% | +176.2% |
| UNP | Buy | UNION PAC CORP | $2,166,000 | +91.3% | 7,927 | +76.5% | 0.40% | +94.2% |
| GOVT | Sell | ISHARES TRus treas bd etf | $2,081,000 | -14.7% | 83,550 | -8.7% | 0.39% | -13.4% |
| AVGO | Sell | BROADCOM INC | $2,026,000 | -59.1% | 3,217 | -56.8% | 0.38% | -58.4% |
| PYPL | Sell | PAYPAL HLDGS INC | $1,990,000 | -49.1% | 17,205 | -17.1% | 0.37% | -48.4% |
| MGM | Sell | MGM RESORTS INTERNATIONAL | $1,975,000 | -64.4% | 47,093 | -61.9% | 0.37% | -63.9% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $1,919,000 | +8.1% | 21,775 | +11.1% | 0.36% | +9.8% |
| SE | Sell | SEA LTDsponsord ads | $1,830,000 | -80.8% | 15,277 | -64.2% | 0.34% | -80.5% |
| PXD | Sell | PIONEER NAT RES CO | $1,711,000 | +2.7% | 6,843 | -25.3% | 0.32% | +4.2% |
| HON | Buy | HONEYWELL INTL INC | $1,640,000 | +2.0% | 8,427 | +9.3% | 0.31% | +3.7% |
| ZS | New | ZSCALER INC | $1,548,000 | – | 6,417 | +100.0% | 0.29% | – |
| IGE | New | ISHARES TRnorth amern nat | $1,502,000 | – | 37,121 | +100.0% | 0.28% | – |
| IYE | New | ISHARES TRu.s. energy etf | $1,496,000 | – | 36,567 | +100.0% | 0.28% | – |
| IAI | Sell | ISHARES TRus br del se etf | $1,449,000 | -18.7% | 14,504 | -10.3% | 0.27% | -17.4% |
| VOO | Sell | VANGUARD INDEX FDS | $1,445,000 | -60.7% | 3,481 | -58.7% | 0.27% | -60.1% |
| SOXX | Sell | ISHARES TRishares semicdtr | $1,432,000 | -23.1% | 3,026 | -11.9% | 0.27% | -21.9% |
| IGM | Sell | ISHARES TRexpnd tec sc etf | $1,422,000 | -17.6% | 3,660 | -6.9% | 0.26% | -16.4% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $1,414,000 | +37.7% | 6,592 | +37.5% | 0.26% | +39.7% |
| HIW | Buy | HIGHWOODS PPTYS INC | $1,408,000 | +77.8% | 30,773 | +73.3% | 0.26% | +80.7% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $1,398,000 | +40.4% | 33,475 | +41.2% | 0.26% | +42.6% |
| IYF | New | ISHARES TRu.s. finls etf | $1,397,000 | – | 16,530 | +100.0% | 0.26% | – |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $1,376,000 | -43.5% | 3,046 | -40.6% | 0.26% | -42.7% |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $1,360,000 | – | 26,900 | +100.0% | 0.25% | – |
| GM | Buy | GENERAL MTRS CO | $1,355,000 | +481.5% | 30,980 | +678.0% | 0.25% | +488.4% |
| COST | Sell | COSTCO WHSL CORP NEW | $1,333,000 | -28.4% | 2,315 | -29.4% | 0.25% | -27.5% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $1,307,000 | -57.2% | 3,657 | -57.0% | 0.24% | -56.6% |
| EFV | Buy | ISHARES TReafe value etf | $1,305,000 | +219.9% | 25,962 | +220.9% | 0.24% | +224.0% |
| ABR | New | ARBOR REALTY TRUST INC | $1,303,000 | – | 76,378 | +100.0% | 0.24% | – |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $1,287,000 | +17.2% | 9,562 | +26.8% | 0.24% | +18.8% |
| IAT | Sell | ISHARES TRus regnl bks etf | $1,271,000 | -39.1% | 21,568 | -36.2% | 0.24% | -38.1% |
| ITB | Sell | ISHARES TRus home cons etf | $1,268,000 | -74.9% | 21,391 | -65.0% | 0.24% | -74.6% |
| SLB | Sell | SCHLUMBERGER LTD | $1,266,000 | -48.8% | 30,637 | -62.9% | 0.24% | -48.0% |
| OIH | Sell | VANECK ETF TRUSToil services etf | $1,229,000 | -75.1% | 4,348 | -83.7% | 0.23% | -74.8% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $1,226,000 | +21.5% | 12,145 | +28.8% | 0.23% | +23.8% |
| HLI | Sell | HOULIHAN LOKEY INCcl a | $1,202,000 | -24.3% | 13,696 | -10.7% | 0.22% | -23.3% |
| BR | Sell | BROADRIDGE FINL SOLUTIONS IN | $1,190,000 | -29.0% | 7,640 | -16.7% | 0.22% | -27.9% |
| SPTL | Sell | SPDR SER TRportfolio ln tsr | $1,159,000 | -49.4% | 30,644 | -43.6% | 0.22% | -48.7% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $1,152,000 | -56.8% | 11,047 | -50.2% | 0.22% | -56.1% |
| HYMB | Sell | SPDR SER TRnuveen bloomberg | $1,085,000 | -18.7% | 19,681 | -11.5% | 0.20% | -17.6% |
| EFG | Buy | ISHARES TReafe grwth etf | $1,080,000 | +163.4% | 11,215 | +201.5% | 0.20% | +168.0% |
| BLK | Sell | BLACKROCK INC | $1,076,000 | -29.1% | 1,408 | -15.1% | 0.20% | -28.0% |
| BAM | Sell | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $1,062,000 | -38.8% | 18,770 | -34.6% | 0.20% | -37.9% |
| FALN | Sell | ISHARES TRfaln angls usd | $1,031,000 | -28.2% | 37,140 | -22.4% | 0.19% | -27.3% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,023,000 | -8.3% | 6,310 | -2.9% | 0.19% | -6.8% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $1,011,000 | -64.4% | 12,812 | -63.5% | 0.19% | -63.9% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $1,006,000 | +30.1% | 21,234 | +181.2% | 0.19% | +32.4% |
| SBUX | Buy | STARBUCKS CORP | $1,001,000 | -15.7% | 11,006 | +8.5% | 0.19% | -14.2% |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $976,000 | -28.7% | 16,018 | -22.9% | 0.18% | -27.5% |
| IUSB | Buy | ISHARES TRcore total usd | $973,000 | +6.2% | 19,604 | +13.3% | 0.18% | +7.7% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $955,000 | -25.9% | 2,105 | -22.0% | 0.18% | -24.9% |
| MBB | Sell | ISHARES TRmbs etf | $938,000 | -27.9% | 9,205 | -24.0% | 0.18% | -26.8% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $939,000 | -45.2% | 24,508 | -44.1% | 0.18% | -44.4% |
| HDV | Sell | ISHARES TRcore high dv etf | $922,000 | -75.5% | 8,625 | -76.8% | 0.17% | -75.1% |
| SPIP | New | SPDR SER TRportfli tips etf | $901,000 | – | 29,773 | +100.0% | 0.17% | – |
| TIP | New | ISHARES TRtips bd etf | $893,000 | – | 7,168 | +100.0% | 0.17% | – |
| DBC | Buy | INVESCO DB COMMDY INDX TRCKunit | $875,000 | +65.1% | 33,585 | +31.6% | 0.16% | +68.0% |
| EQIX | Sell | EQUINIX INC | $868,000 | -48.8% | 1,170 | -41.6% | 0.16% | -47.9% |
| RJI | Buy | SWEDISH EXPT CR CORProg ttl etn 22 | $857,000 | +69.4% | 97,689 | +33.4% | 0.16% | +72.0% |
| TWLO | Sell | TWILIO INCcl a | $854,000 | -49.7% | 5,183 | -19.6% | 0.16% | -49.0% |
| USCI | Buy | UNITED STS COMMODITY INDEX F | $855,000 | +74.1% | 15,502 | +37.2% | 0.16% | +76.7% |
| MKC | Buy | MCCORMICK & CO INC | $851,000 | +14.7% | 8,531 | +11.1% | 0.16% | +16.9% |
| STOR | Sell | STORE CAP CORP | $842,000 | -62.0% | 28,791 | -55.2% | 0.16% | -61.4% |
| GTIP | New | GOLDMAN SACHS ETF TRaccess inflati | $834,000 | – | 14,797 | +100.0% | 0.16% | – |
| LTPZ | New | PIMCO ETF TR15+ yr us tips | $819,000 | – | 9,917 | +100.0% | 0.15% | – |
| SRC | Buy | SPIRIT RLTY CAP INC NEW | $814,000 | +39.6% | 17,689 | +46.3% | 0.15% | +42.1% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $818,000 | +25.7% | 10,700 | -8.8% | 0.15% | +26.7% |
| GCC | Buy | WISDOMTREE TRenhncd cmmdty st | $803,000 | +89.4% | 31,793 | +56.2% | 0.15% | +92.3% |
| DGRO | Buy | ISHARES TRcore div grwth | $797,000 | +12.4% | 14,917 | +16.9% | 0.15% | +14.6% |
| MRO | Sell | MARATHON OIL CORP | $795,000 | -32.9% | 31,666 | -56.1% | 0.15% | -32.1% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $794,000 | -21.2% | 11,834 | -19.5% | 0.15% | -20.0% |
| MDB | Sell | MONGODB INCcl a | $794,000 | -34.7% | 1,790 | -22.0% | 0.15% | -33.6% |
| JPM | Sell | JPMORGAN CHASE & CO | $781,000 | -65.3% | 5,730 | -59.7% | 0.15% | -64.6% |
| ZTS | Buy | ZOETIS INCcl a | $768,000 | -13.0% | 4,074 | +12.6% | 0.14% | -11.7% |
| NEE | Sell | NEXTERA ENERGY INC | $754,000 | -57.4% | 8,901 | -53.0% | 0.14% | -56.6% |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $756,000 | -24.2% | 3,328 | -31.7% | 0.14% | -23.0% |
| QCOM | Sell | QUALCOMM INC | $748,000 | -66.3% | 4,896 | -59.7% | 0.14% | -65.9% |
| HP | Buy | HELMERICH & PAYNE INC | $743,000 | +138.1% | 17,369 | +32.1% | 0.14% | +143.9% |
| ET | Sell | ENERGY TRANSFER L P | $742,000 | +33.2% | 66,285 | -2.1% | 0.14% | +35.3% |
| IYK | New | ISHARES TRus consm staples | $722,000 | – | 3,601 | +100.0% | 0.14% | – |
| OKTA | Sell | OKTA INCcl a | $718,000 | -63.7% | 4,759 | -46.0% | 0.13% | -63.1% |
| IRM | Sell | IRON MTN INC NEW | $718,000 | -51.8% | 12,957 | -54.5% | 0.13% | -51.1% |
| NOW | Sell | SERVICENOW INC | $714,000 | -43.9% | 1,282 | -34.7% | 0.13% | -43.2% |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $697,000 | +88.4% | 16,535 | +67.4% | 0.13% | +91.2% |
| WD | Buy | WALKER & DUNLOP INC | $699,000 | -11.3% | 5,405 | +3.5% | 0.13% | -10.3% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $686,000 | -23.8% | 9,604 | -21.9% | 0.13% | -22.4% |
| FB | Buy | META PLATFORMS INCcl a | $679,000 | +24.1% | 3,052 | +87.7% | 0.13% | +27.0% |
| SHV | Buy | ISHARES TRshort treas bd | $677,000 | +56.7% | 6,144 | +57.1% | 0.13% | +59.5% |
| U | Sell | UNITY SOFTWARE INC | $663,000 | -68.0% | 6,687 | -53.9% | 0.12% | -67.5% |
| UAE | New | ISHARES TRmsci uae etf | $663,000 | – | 34,912 | +100.0% | 0.12% | – |
| UPST | Buy | UPSTART HLDGS INC | $663,000 | -10.6% | 6,076 | +23.8% | 0.12% | -8.8% |
| MAC | Sell | MACERICH CO | $655,000 | -70.2% | 41,883 | -67.0% | 0.12% | -69.7% |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $647,000 | -33.0% | 10,650 | -30.7% | 0.12% | -31.6% |
| EWT | Sell | ISHARES INCmsci taiwan etf | $620,000 | -9.2% | 10,087 | -1.6% | 0.12% | -7.2% |
| HESM | New | HESS MIDSTREAM LP | $621,000 | – | 20,691 | +100.0% | 0.12% | – |
| SMIN | Buy | ISHARES TRmsci india sm cp | $622,000 | -5.2% | 11,086 | +1.9% | 0.12% | -4.1% |
| EWN | Buy | ISHARES INCmsci netherl etf | $615,000 | -2.7% | 14,519 | +15.4% | 0.12% | -0.9% |
| FHLC | New | FIDELITY COVINGTON TRUSTmsci hlth care i | $616,000 | – | 9,384 | +100.0% | 0.12% | – |
| CRM | Sell | SALESFORCE COM INC | $611,000 | -47.8% | 2,876 | -37.5% | 0.11% | -47.0% |
| GSP | Buy | BARCLAYS BANK PLCipspgs ttl etn | $613,000 | +155.4% | 26,371 | +83.9% | 0.11% | +159.1% |
| O | Buy | REALTY INCOME CORP | $603,000 | +14.4% | 8,704 | +18.3% | 0.11% | +15.5% |
| ITA | Buy | ISHARES TRus aer def etf | $603,000 | +27.2% | 5,442 | +18.0% | 0.11% | +28.7% |
| PHM | Sell | PULTE GROUP INC | $594,000 | -74.7% | 14,187 | -65.5% | 0.11% | -74.3% |
| IYT | Buy | ISHARES TRus trsprtion | $598,000 | -1.8% | 2,214 | +0.5% | 0.11% | -0.9% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $588,000 | -89.3% | 5,706 | -89.0% | 0.11% | -89.1% |
| JQUA | Sell | J P MORGAN EXCHANGE-TRADED Fus qualty fctr | $578,000 | -29.7% | 13,486 | -25.4% | 0.11% | -28.5% |
| KNSL | Sell | KINSALE CAP GROUP INC | $575,000 | -11.8% | 2,524 | -8.0% | 0.11% | -10.8% |
| IRT | Buy | INDEPENDENCE RLTY TR INC | $574,000 | +18.6% | 21,727 | +15.9% | 0.11% | +20.2% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $567,000 | -9.3% | 1,361 | -0.2% | 0.11% | -7.8% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $564,000 | -57.4% | 3,211 | -60.0% | 0.10% | -56.8% |
| BHP | New | BHP GROUP LTDsponsored ads | $559,000 | – | 7,231 | +100.0% | 0.10% | – |
| SFY | Sell | TIDAL ETF TRsofi selct 500 | $554,000 | -9.8% | 33,813 | -3.6% | 0.10% | -8.8% |
| LMT | Sell | LOCKHEED MARTIN CORP | $552,000 | +12.9% | 1,250 | -9.2% | 0.10% | +14.4% |
| SPG | Sell | SIMON PPTY GROUP INC NEW | $555,000 | -63.1% | 4,222 | -55.1% | 0.10% | -62.7% |
| EWO | New | ISHARES INCmsci austria etf | $545,000 | – | 25,219 | +100.0% | 0.10% | – |
| T | Sell | AT&T INC | $541,000 | -26.7% | 22,885 | -23.7% | 0.10% | -25.7% |
| WMT | Sell | WALMART INC | $532,000 | -19.9% | 3,570 | -22.2% | 0.10% | -18.9% |
| EOG | Sell | EOG RES INC | $531,000 | -57.3% | 4,456 | -68.2% | 0.10% | -56.8% |
| PFE | Sell | PFIZER INC | $518,000 | -27.2% | 10,010 | -17.0% | 0.10% | -26.0% |
| ARKK | Sell | ARK ETF TRinnovation etf | $503,000 | -52.0% | 7,592 | -31.5% | 0.09% | -51.3% |
| IYJ | Sell | ISHARES TRus industrials | $496,000 | -65.9% | 4,705 | -63.6% | 0.09% | -65.5% |
| XSOE | New | WISDOMTREE TRem ex st-owned | $486,000 | – | 14,873 | +100.0% | 0.09% | – |
| WPC | Buy | WP CAREY INC | $480,000 | +64.9% | 5,942 | +67.3% | 0.09% | +67.9% |
| VAC | Sell | MARRIOTT VACATIONS WORLDWIDE | $467,000 | -41.2% | 2,964 | -36.9% | 0.09% | -40.4% |
| SH | New | PROSHARES TRshort s&p 500 ne | $457,000 | – | 32,433 | +100.0% | 0.08% | – |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $450,000 | -40.6% | 8,837 | -39.4% | 0.08% | -39.6% |
| MTUM | Sell | ISHARES TRmsci usa mmentm | $445,000 | -23.5% | 2,646 | -17.3% | 0.08% | -22.4% |
| PEP | Sell | PEPSICO INC | $419,000 | -55.9% | 2,505 | -54.2% | 0.08% | -55.4% |
| MUB | Sell | ISHARES TRnational mun etf | $413,000 | -6.6% | 3,763 | -0.9% | 0.08% | -4.9% |
| MO | Sell | ALTRIA GROUP INC | $410,000 | +4.3% | 7,843 | -5.4% | 0.08% | +5.6% |
| IYW | New | ISHARES TRu.s. tech etf | $405,000 | – | 3,928 | +100.0% | 0.08% | – |
| LOB | Buy | LIVE OAK BANCSHARES INC | $403,000 | -12.8% | 7,911 | +49.5% | 0.08% | -11.8% |
| SCHJ | Sell | SCHWAB STRATEGIC TR1 5yr corp bd | $394,000 | -71.3% | 8,106 | -70.2% | 0.07% | -71.0% |
| WMC | Sell | WESTERN ASSET MTG CAP CORP | $393,000 | -43.1% | 229,600 | -29.8% | 0.07% | -42.5% |
| VLUE | Buy | ISHARES TRmsci usa value | $389,000 | +94.5% | 3,719 | +103.7% | 0.07% | +97.3% |
| GD | Sell | GENERAL DYNAMICS CORP | $388,000 | +5.4% | 1,609 | -8.9% | 0.07% | +5.9% |
| PSEC | Sell | PROSPECT CAP CORP | $388,000 | -14.7% | 46,920 | -13.2% | 0.07% | -14.3% |
| ORCC | Sell | OWL ROCK CAPITAL CORPORATION | $378,000 | -53.5% | 25,593 | -55.4% | 0.07% | -53.0% |
| CMC | Buy | COMMERCIAL METALS CO | $357,000 | +15.2% | 8,574 | +0.4% | 0.07% | +17.5% |
| HD | Sell | HOME DEPOT INC | $361,000 | -50.7% | 1,207 | -31.6% | 0.07% | -50.0% |
| TNL | Buy | TRAVEL PLUS LEISURE CO | $353,000 | +58.3% | 6,094 | +51.3% | 0.07% | +61.0% |
| OXY | Sell | OCCIDENTAL PETE CORP | $352,000 | +9.7% | 6,199 | -44.0% | 0.07% | +11.9% |
| PRU | Sell | PRUDENTIAL FINL INC | $348,000 | -11.0% | 2,947 | -18.5% | 0.06% | -9.7% |
| ENB | Sell | ENBRIDGE INC | $341,000 | +5.2% | 7,389 | -10.8% | 0.06% | +6.7% |
| BEP | Sell | BROOKFIELD RENEWABLE PARTNERpartnership unit | $336,000 | -44.4% | 8,169 | -51.6% | 0.06% | -43.2% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $334,000 | -61.9% | 3,191 | -60.9% | 0.06% | -61.5% |
| PEJ | New | INVESCO EXCHANGE TRADED FD Tdynmc leisure | $331,000 | – | 6,786 | +100.0% | 0.06% | – |
| SQ | Sell | BLOCK INCcl a | $317,000 | -84.9% | 2,341 | -82.1% | 0.06% | -84.8% |
| SACH | New | SACHEM CAP CORP | $309,000 | – | 60,287 | +100.0% | 0.06% | – |
| BXP | Sell | BOSTON PROPERTIES INC | $304,000 | -65.6% | 2,358 | -69.3% | 0.06% | -65.0% |
| USRT | New | ISHARES TRcre u s reit etf | $304,000 | – | 4,698 | +100.0% | 0.06% | – |
| ICF | New | ISHARES TRcohen steer reit | $304,000 | – | 4,275 | +100.0% | 0.06% | – |
| IXG | New | ISHARES TRglobal finls etf | $301,000 | – | 3,783 | +100.0% | 0.06% | – |
| PPL | Sell | PPL CORP | $301,000 | -15.4% | 10,532 | -11.0% | 0.06% | -13.8% |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $303,000 | -51.9% | 4,574 | -47.4% | 0.06% | -51.7% |
| VXF | VANGUARD INDEX FDSextend mkt etf | $298,000 | -9.4% | 1,800 | 0.0% | 0.06% | -6.7% | |
| AZO | Sell | AUTOZONE INC | $296,000 | -90.5% | 145 | -90.2% | 0.06% | -90.4% |
| LNG | New | CHENIERE ENERGY INC | $297,000 | – | 2,145 | +100.0% | 0.06% | – |
| BKNG | Sell | BOOKING HOLDINGS INC | $287,000 | -54.9% | 122 | -54.0% | 0.05% | -54.7% |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $284,000 | – | 5,272 | +100.0% | 0.05% | – |
| COMT | Sell | ISHARES U S ETF TRgsci cmdty stgy | $286,000 | +29.4% | 7,147 | -0.1% | 0.05% | +29.3% |
| PFLT | Sell | PENNANTPARK FLOATING RATE CA | $283,000 | -6.9% | 20,968 | -11.9% | 0.05% | -5.4% |
| AMGN | New | AMGEN INC | $277,000 | – | 1,146 | +100.0% | 0.05% | – |
| MUR | Sell | MURPHY OIL CORP | $278,000 | -63.8% | 6,889 | -76.6% | 0.05% | -63.1% |
| CAH | New | CARDINAL HEALTH INC | $276,000 | – | 4,871 | +100.0% | 0.05% | – |
| OHI | Sell | OMEGA HEALTHCARE INVS INC | $261,000 | -54.0% | 8,372 | -56.3% | 0.05% | -52.9% |
| BP | New | BP PLCsponsored adr | $255,000 | – | 8,677 | +100.0% | 0.05% | – |
| COP | New | CONOCOPHILLIPS | $259,000 | – | 2,588 | +100.0% | 0.05% | – |
| FMHI | Sell | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $253,000 | -85.3% | 4,950 | -83.8% | 0.05% | -85.1% |
| ACN | Sell | ACCENTURE PLC IRELAND | $245,000 | -19.9% | 727 | -1.6% | 0.05% | -17.9% |
| TFC | New | TRUIST FINL CORP | $242,000 | – | 4,263 | +100.0% | 0.04% | – |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $235,000 | -14.5% | 1,033 | -9.5% | 0.04% | -13.7% |
| ABNB | New | AIRBNB INC | $238,000 | – | 1,387 | +100.0% | 0.04% | – |
| TWO | Sell | TWO HBRS INVT CORP | $231,000 | -36.4% | 41,811 | -33.5% | 0.04% | -35.8% |
| USMV | New | ISHARES TRmsci usa min vol | $229,000 | – | 2,947 | +100.0% | 0.04% | – |
| NHI | New | NATIONAL HEALTH INVS INC | $225,000 | – | 3,805 | +100.0% | 0.04% | – |
| ISRG | Sell | INTUITIVE SURGICAL INC | $227,000 | -39.5% | 751 | -28.0% | 0.04% | -39.1% |
| VLO | Sell | VALERO ENERGY CORP | $221,000 | -17.5% | 2,172 | -39.1% | 0.04% | -16.3% |
| PSN | New | PARSONS CORP DEL | $218,000 | – | 5,627 | +100.0% | 0.04% | – |
| TGT | Sell | TARGET CORP | $216,000 | -87.4% | 1,019 | -86.2% | 0.04% | -87.3% |
| MPW | Sell | MEDICAL PPTYS TRUST INC | $212,000 | -50.2% | 10,017 | -44.4% | 0.04% | -48.7% |
| CAT | Sell | CATERPILLAR INC | $209,000 | -89.3% | 940 | -90.0% | 0.04% | -89.1% |
| ARCC | New | ARES CAPITAL CORP | $206,000 | – | 9,829 | +100.0% | 0.04% | – |
| F | New | FORD MTR CO DEL | $202,000 | – | 11,940 | +100.0% | 0.04% | – |
| DOC | New | PHYSICIANS RLTY TR | $179,000 | – | 10,228 | +100.0% | 0.03% | – |
| SABR | New | SABRE CORP | $138,000 | – | 12,104 | +100.0% | 0.03% | – |
| FTHM | FATHOM HOLDINGS INC | $133,000 | -47.6% | 12,402 | 0.0% | 0.02% | -46.8% | |
| FTF | Sell | FRANKLIN LTD DURATION INCOME | $88,000 | -48.5% | 11,544 | -38.5% | 0.02% | -48.4% |
| OXYWS | OCCIDENTAL PETE CORP*w exp 08/03/202 | $1,000 | – | 26 | 0.0% | 0.00% | – | |
| CLOV | Exit | CLOVER HEALTH INVESTMENTS CO | $0 | – | -10,242 | -100.0% | -0.01% | – |
| ZNGA | Exit | ZYNGA INCcl a | $0 | – | -12,013 | -100.0% | -0.01% | – |
| CLNE | Exit | CLEAN ENERGY FUELS CORP | $0 | – | -15,964 | -100.0% | -0.02% | – |
| OPK | Exit | OPKO HEALTH INC | $0 | – | -23,760 | -100.0% | -0.02% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -2,202 | -100.0% | -0.04% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -748 | -100.0% | -0.04% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -2,338 | -100.0% | -0.04% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -4,068 | -100.0% | -0.04% | – |
| COG | Exit | COTERRA ENERGY INC | $0 | – | -10,780 | -100.0% | -0.04% | – |
| Exit | GXO LOGISTICS INCORPORATED | $0 | – | -2,290 | -100.0% | -0.04% | – | |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $0 | – | -2,524 | -100.0% | -0.04% | – |
| VALE | Exit | VALE S Asponsored ads | $0 | – | -15,188 | -100.0% | -0.04% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -355 | -100.0% | -0.04% | – |
| ANTM | Exit | ANTHEM INC | $0 | – | -454 | -100.0% | -0.04% | – |
| IQSU | Exit | INDEXIQ ETF TRiq candrm esg us | $0 | – | -5,144 | -100.0% | -0.04% | – |
| USHY | Exit | ISHARES TRbroad usd high | $0 | – | -5,180 | -100.0% | -0.04% | – |
| TREX | Exit | TREX CO INC | $0 | – | -1,628 | -100.0% | -0.04% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -1,850 | -100.0% | -0.04% | – |
| FDL | Exit | FIRST TR MORNINGSTAR DIVID L | $0 | – | -6,314 | -100.0% | -0.04% | – |
| LUV | Exit | SOUTHWEST AIRLS CO | $0 | – | -5,176 | -100.0% | -0.04% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -1,953 | -100.0% | -0.04% | – |
| FSLY | Exit | FASTLY INCcl a | $0 | – | -6,441 | -100.0% | -0.04% | – |
| DXCM | Exit | DEXCOM INC | $0 | – | -436 | -100.0% | -0.04% | – |
| WM | Exit | WASTE MGMT INC DEL | $0 | – | -1,468 | -100.0% | -0.04% | – |
| CMBS | Exit | ISHARES TRcmbs etf | $0 | – | -4,635 | -100.0% | -0.04% | – |
| MCO | Exit | MOODYS CORP | $0 | – | -648 | -100.0% | -0.05% | – |
| LMND | Exit | LEMONADE INC | $0 | – | -6,044 | -100.0% | -0.05% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -1,631 | -100.0% | -0.05% | – |
| DLR | Exit | DIGITAL RLTY TR INC | $0 | – | -1,436 | -100.0% | -0.05% | – |
| HFC | Exit | HOLLYFRONTIER CORP | $0 | – | -7,779 | -100.0% | -0.05% | – |
| HDEF | Exit | DBX ETF TRxtrack msci eafe | $0 | – | -10,837 | -100.0% | -0.05% | – |
| NET | Exit | CLOUDFLARE INC | $0 | – | -1,968 | -100.0% | -0.05% | – |
| EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -2,418 | -100.0% | -0.05% | – |
| BAC | Exit | BK OF AMERICA CORP | $0 | – | -5,832 | -100.0% | -0.05% | – |
| FNDA | Exit | SCHWAB STRATEGIC TRschwab fdt us sc | $0 | – | -4,821 | -100.0% | -0.05% | – |
| BDX | Exit | BECTON DICKINSON & CO | $0 | – | -1,054 | -100.0% | -0.05% | – |
| GEM | Exit | GOLDMAN SACHS ETF TRactivebeta eme | $0 | – | -7,173 | -100.0% | -0.05% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -820 | -100.0% | -0.05% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -2,078 | -100.0% | -0.05% | – |
| GSIE | Exit | GOLDMAN SACHS ETF TRactivebeta int | $0 | – | -8,261 | -100.0% | -0.05% | – |
| SPTM | Exit | SPDR SER TRportfoli s&p1500 | $0 | – | -4,892 | -100.0% | -0.05% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -2,514 | -100.0% | -0.05% | – |
| AYX | Exit | ALTERYX INC | $0 | – | -4,928 | -100.0% | -0.06% | – |
| INTU | Exit | INTUIT | $0 | – | -472 | -100.0% | -0.06% | – |
| NVS | Exit | NOVARTIS AGsponsored adr | $0 | – | -3,506 | -100.0% | -0.06% | – |
| RBLX | Exit | ROBLOX CORPcl a | $0 | – | -2,967 | -100.0% | -0.06% | – |
| PSA | Exit | PUBLIC STORAGE | $0 | – | -828 | -100.0% | -0.06% | – |
| TEAM | Exit | ATLASSIAN CORP PLCcl a | $0 | – | -808 | -100.0% | -0.06% | – |
| SBAC | Exit | SBA COMMUNICATIONS CORP NEWcl a | $0 | – | -800 | -100.0% | -0.06% | – |
| WIX | Exit | WIX COM LTD | $0 | – | -1,984 | -100.0% | -0.06% | – |
| ADBE | Exit | ADOBE SYSTEMS INCORPORATED | $0 | – | -561 | -100.0% | -0.06% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -1,223 | -100.0% | -0.06% | – |
| BRX | Exit | BRIXMOR PPTY GROUP INC | $0 | – | -12,640 | -100.0% | -0.06% | – |
| ASO | Exit | ACADEMY SPORTS & OUTDOORS IN | $0 | – | -7,389 | -100.0% | -0.06% | – |
| BA | Exit | BOEING CO | $0 | – | -1,656 | -100.0% | -0.06% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -502 | -100.0% | -0.06% | – |
| ETSY | Exit | ETSY INC | $0 | – | -1,613 | -100.0% | -0.06% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -2,281 | -100.0% | -0.07% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -4,422 | -100.0% | -0.07% | – |
| ROKU | Exit | ROKU INC | $0 | – | -1,742 | -100.0% | -0.07% | – |
| DKNG | Exit | DRAFTKINGS INC | $0 | – | -15,113 | -100.0% | -0.08% | – |
| TDOC | Exit | TELADOC HEALTH INC | $0 | – | -4,564 | -100.0% | -0.08% | – |
| HLT | Exit | HILTON WORLDWIDE HLDGS INC | $0 | – | -2,810 | -100.0% | -0.08% | – |
| LULU | Exit | LULULEMON ATHLETICA INC | $0 | – | -1,127 | -100.0% | -0.08% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -5,242 | -100.0% | -0.08% | – |
| VTR | Exit | VENTAS INC | $0 | – | -8,790 | -100.0% | -0.08% | – |
| ANGL | Exit | VANECK ETF TRUSTfallen angel hg | $0 | – | -14,675 | -100.0% | -0.09% | – |
| PAYC | Exit | PAYCOM SOFTWARE INC | $0 | – | -1,167 | -100.0% | -0.09% | – |
| FVRR | Exit | FIVERR INTL LTD | $0 | – | -4,337 | -100.0% | -0.09% | – |
| CCI | Exit | CROWN CASTLE INTL CORP NEW | $0 | – | -2,374 | -100.0% | -0.09% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -2,372 | -100.0% | -0.10% | – |
| LMBS | Exit | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $0 | – | -11,123 | -100.0% | -0.10% | – |
| EDEN | Exit | ISHARES TRmsci denmark etf | $0 | – | -5,103 | -100.0% | -0.10% | – |
| DFAU | Exit | DIMENSIONAL ETF TRUSTus core eqt mkt | $0 | – | -18,077 | -100.0% | -0.11% | – |
| CCL | Exit | CARNIVAL CORP | $0 | – | -30,310 | -100.0% | -0.11% | – |
| EWGS | Exit | ISHARES TRmsci germny etf | $0 | – | -7,693 | -100.0% | -0.11% | – |
| BETZ | Exit | LISTED FD TRroundhill sports | $0 | – | -25,161 | -100.0% | -0.12% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -4,827 | -100.0% | -0.12% | – |
| PLTR | Exit | PALANTIR TECHNOLOGIES INCcl a | $0 | – | -35,969 | -100.0% | -0.12% | – |
| IGIB | Exit | ISHARES TR | $0 | – | -11,300 | -100.0% | -0.12% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -6,818 | -100.0% | -0.13% | – |
| ARKG | Exit | ARK ETF TRgenomic rev etf | $0 | – | -12,188 | -100.0% | -0.14% | – |
| PII | Exit | POLARIS INC | $0 | – | -6,985 | -100.0% | -0.14% | – |
| OC | Exit | OWENS CORNING NEW | $0 | – | -8,816 | -100.0% | -0.15% | – |
| FMB | Exit | FIRST TR EXCH TRADED FD IIImanagd mun etf | $0 | – | -14,644 | -100.0% | -0.15% | – |
| SHYD | Exit | VANECK ETF TRUSTshrt hgh yld mun | $0 | – | -34,682 | -100.0% | -0.16% | – |
| RCD | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql dis | $0 | – | -6,235 | -100.0% | -0.18% | – |
| ROST | Exit | ROSS STORES INC | $0 | – | -8,754 | -100.0% | -0.18% | – |
| COIN | Exit | COINBASE GLOBAL INC | $0 | – | -4,095 | -100.0% | -0.19% | – |
| FIXD | Exit | FIRST TR EXCHNG TRADED FD VItcw opportunis | $0 | – | -19,531 | -100.0% | -0.19% | – |
| CI | Exit | CIGNA CORP NEW | $0 | – | -4,636 | -100.0% | -0.20% | – |
| JETS | Exit | ETF SER SOLUTIONSus glb jets | $0 | – | -55,120 | -100.0% | -0.21% | – |
| DOCU | Exit | DOCUSIGN INC | $0 | – | -7,950 | -100.0% | -0.22% | – |
| XLNX | Exit | XILINX INC | $0 | – | -5,851 | -100.0% | -0.23% | – |
| NCLH | Exit | NORWEGIAN CRUISE LINE HLDG L | $0 | – | -59,793 | -100.0% | -0.23% | – |
| DAL | Exit | DELTA AIR LINES INC DEL | $0 | – | -32,590 | -100.0% | -0.23% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -7,077 | -100.0% | -0.24% | – |
| SPHB | Exit | INVESCO EXCH TRADED FD TR IIs&p 500 hb etf | $0 | – | -17,936 | -100.0% | -0.26% | – |
| ULTA | Exit | ULTA BEAUTY INC | $0 | – | -3,571 | -100.0% | -0.27% | – |
| IHF | Exit | ISHARES TRus hlthcr pr etf | $0 | – | -5,653 | -100.0% | -0.30% | – |
| IYC | Exit | ISHARES TRus consum discre | $0 | – | -19,912 | -100.0% | -0.31% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -14,971 | -100.0% | -0.39% | – |
| XHB | Exit | SPDR SER TRs&p homebuild | $0 | – | -42,666 | -100.0% | -0.67% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -17,393 | -100.0% | -0.72% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-18
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.