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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
CMG +3,028+$8,802
INTU +13,128+$8,533
PANW +25,316+$7,193
EG +3,816+$1,517
BKNG +359+$1,302
ZS +6,577+$1,267
RSP +6,299+$1,067
DHR +2,077+$519
IJH +6,528+$397
USMV +4,600+$384
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
ON -45,395-$3,792
FTV -12,618-$929
MLPX -15,424-$688
VNOM -20,216-$634
FBND -11,145-$513
LMT -937-$425
IAU -10,550-$412
AR -18,180-$412
SPLV -6,567-$411
FTNT -6,066-$355
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
CALF +357,648+$17,597
KRE +213,317+$10,709
COWZ +104,522+$7,492
XLI +89,340+$11,292
JEPQ +53,968+$3,840
IWM +51,638+$10,913
JPM +48,304+$9,749
AMZN +44,756+$11,831
JEPI +36,646+$2,849
ORCL +35,813+$5,403
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
ET -406,764-$5,430
AAPL -374,438-$80,654
BIL -177,341-$16,166
EPD -80,938-$1,658
FANG -65,945-$6,475
MNST -64,002-$3,619
XOM -49,162-$4,352
XLV -46,038-$6,101
HES -31,621-$4,544
Teamwork Financial Advisors LLC Info
Size ($ in 1000's)
At 03/31/2024: $650,064
At 12/31/2023: $582,783

Teamwork Financial Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Teamwork Financial Advisors LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Teamwork Financial Advisors LLC
As of  03/31/2024, we find all stocks held by Teamwork Financial Advisors LLC to be as follows, presented in the table below with each row detailing each Teamwork Financial Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Teamwork Financial Advisors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Teamwork Financial Advisors LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
APPLE INC      $69,760
     AAPL407,312-373,938$69,846
     Put500+500$86
MICROSOFT CORP 89,006 -26,766 $37,447
     MSFT89,006-26,766$37,447
AMAZON COM INC 176,912 +44,756 $31,911
     AMZN176,912+44,756$31,911
NVIDIA CORPORATION      $28,451
     NVDA31,187+3,551$28,180
     Call300+300$271
PACER FDS TR 336,152 +104,522 $19,534
     COWZ336,152+104,522$19,534
PACER FDS TR 370,415 +357,648 $18,210
     CALF370,415+357,648$18,210
DIAMONDBACK ENERGY INC 87,055 -65,945 $17,252
     FANG87,055-65,945$17,252
J P MORGAN EXCHANGE TRADED F (JEPI) 289,365 +36,646 $16,743
     JEPI289,365+36,646$16,743
ALPHABET INC 98,044 +9,701 $14,798
     GOOGL98,044+9,701$14,798
J P MORGAN EXCHANGE TRADED F (JEPQ) 265,877 +53,968 $14,421
     JEPQ265,877+53,968$14,421
META PLATFORMS INC 27,206 +7,285 $13,211
     META27,206+7,285$13,211
VISA INC 46,176 +7,696 $12,887
     V46,176+7,696$12,887
ISHARES TR (IWM) 57,281 +51,638 $12,046
     IWM57,281+51,638$12,046
KLA CORP 16,777 +5,491 $11,721
     KLAC16,777+5,491$11,721
ARISTA NETWORKS INC 40,313 +9,982 $11,690
     ANET40,313+9,982$11,690
SELECT SECTOR SPDR TR (XLI) 92,575 +89,340 $11,661
     XLI92,575+89,340$11,661
SPDR SER TR (KRE) 221,095 +213,317 $11,117
     KRE221,095+213,317$11,117
CADENCE DESIGN SYSTEM INC 35,151 +10,037 $10,942
     CDNS35,151+10,037$10,942
SPDR SER TR (SPLG) 176,318 +2,458 $10,849
     SPLG176,318+2,458$10,849
CROWDSTRIKE HLDGS INC 33,502 +28,823 $10,740
     CRWD33,502+28,823$10,740
INTUITIVE SURGICAL INC 25,930 +6,299 $10,348
     ISRG25,930+6,299$10,348
TRANSDIGM GROUP INC 8,318 +3,073 $10,244
     TDG8,318+3,073$10,244
JPMORGAN CHASE & CO 50,739 +48,304 $10,163
     JPM50,739+48,304$10,163
ORACLE CORP 80,628 +35,813 $10,128
     ORCL80,628+35,813$10,128
GRAINGER W W INC 9,922 +3,146 $10,095
     GWW9,922+3,146$10,095
NETFLIX INC 15,987 +15,540 $9,709
     NFLX15,987+15,540$9,709
SPDR SER TR (BIL) 100,896 -177,341 $9,262
     BIL100,896-177,341$9,262
VERTEX PHARMACEUTICALS INC 21,252 +19,173 $8,884
     VRTX21,252+19,173$8,884
CHIPOTLE MEXICAN GRILL INC 3,028 +3,028 $8,802
     CMG3,028+3,028$8,802
SERVICENOW INC 11,521 +10,505 $8,784
     NOW11,521+10,505$8,784
INTUIT 13,128 +13,128 $8,533
     INTU13,128+13,128$8,533
PALO ALTO NETWORKS INC 25,316 +25,316 $7,193
     PANW25,316+25,316$7,193
DIMENSIONAL ETF TRUST (DFAU) 179,954 +31,867 $6,576
     DFAU179,954+31,867$6,576
SCHWAB STRATEGIC TR 80,331 +12,010 $6,477
     SCHD80,331+12,010$6,477
BERKSHIRE HATHAWAY INC DEL      $5,338
     BRK.B12,694-3,049$5,338
ADVANCED MICRO DEVICES INC 29,451 -495 $5,316
     AMD29,451-495$5,316
ENTERPRISE PRODS PARTNERS L 167,739 -80,938 $4,895
     EPD167,739-80,938$4,895
INVESCO EXCH TRADED FD TR II (QQQM) 26,704 +4,441 $4,879
     QQQM26,704+4,441$4,879
EXXON MOBIL CORP 34,654 -49,162 $4,028
     XOM34,654-49,162$4,028
ALPHABET INC 25,779 -1,646 $3,925
     GOOG25,779-1,646$3,925
TESLA INC 21,749 +131 $3,823
     TSLA21,749+131$3,823
AMERICAN EXPRESS CO 13,485 +723 $3,070
     AXP13,485+723$3,070
ISHARES TR (HDV) 27,712 -1,736 $3,054
     HDV27,712-1,736$3,054
FIRST TR MORNINGSTAR DIVID L (FDL) 77,084 -17,938 $2,966
     FDL77,084-17,938$2,966
TIDAL ETF TR (SFY) 150,805 -482 $2,809
     SFY150,805-482$2,809
BROADCOM INC 2,000 -504 $2,652
     AVGO2,000-504$2,652
PHILLIPS 66 16,203 +9,147 $2,647
     PSX16,203+9,147$2,647
CATERPILLAR INC 6,913 -11,854 $2,533
     CAT6,913-11,854$2,533
DEVON ENERGY CORP NEW      $2,478
     DVN52,686-18,346$2,644
     Put3,300+3,300$166
MONSTER BEVERAGE CORP NEW 40,896 -64,002 $2,424
     MNST40,896-64,002$2,424
MARATHON PETE CORP 11,939 +2,916 $2,406
     MPC11,939+2,916$2,406
SELECT SECTOR SPDR TR (XLV) 15,675 -46,038 $2,316
     XLV15,675-46,038$2,316
THE TRADE DESK INC 26,257 -16,161 $2,295
     TTD26,257-16,161$2,295
BLACKROCK INC 2,637 +1,746 $2,199
     BLK2,637+1,746$2,199
VANGUARD INDEX FDS (VOO) 4,178 +95 $2,008
     VOO4,178+95$2,008
SALESFORCE INC 5,585 +991 $1,682
     CRM5,585+991$1,682
OLD DOMINION FREIGHT LINE IN 7,461 +5,241 $1,636
     ODFL7,461+5,241$1,636
CHEVRON CORP NEW 10,341 -1,684 $1,631
     CVX10,341-1,684$1,631
CONSTELLATION BRANDS INC 5,816 +4,527 $1,581
     STZ5,816+4,527$1,581
SPDR S&P 500 ETF TR (SPY) 2,921 -633 $1,528
     SPY2,921-633$1,528
EVEREST GROUP LTD 3,816 +3,816 $1,517
     EG3,816+3,816$1,517
ENERGY TRANSFER L P 94,979 -406,764 $1,494
     ET94,979-406,764$1,494
SELECT SECTOR SPDR TR (XLE) 15,441 -1,644 $1,458
     XLE15,441-1,644$1,458
BOOKING HOLDINGS INC 359 +359 $1,302
     BKNG359+359$1,302
UBER TECHNOLOGIES INC 16,835 -5,873 $1,296
     UBER16,835-5,873$1,296
ZSCALER INC 6,577 +6,577 $1,267
     ZS6,577+6,577$1,267
ABBVIE INC 6,532 -1,119 $1,190
     ABBV6,532-1,119$1,190
INTERNATIONAL BUSINESS MACHS 6,207 +32 $1,185
     IBM6,207+32$1,185
ISHARES TR (IVV) 2,200 -38 $1,157
     IVV2,200-38$1,157
FREEPORT MCMORAN INC 24,124 -1,836 $1,134
     FCX24,124-1,836$1,134
VERIZON COMMUNICATIONS INC 26,732 +329 $1,122
     VZ26,732+329$1,122
PROCTER AND GAMBLE CO 6,853 -6,846 $1,112
     PG6,853-6,846$1,112
INVESCO QQQ TR 2,408 -274 $1,070
     QQQ2,408-274$1,070
INVESCO EXCHANGE TRADED FD T (RSP) 6,299 +6,299 $1,067
     RSP6,299+6,299$1,067
KINDER MORGAN INC DEL 58,021 -4,572 $1,064
     KMI58,021-4,572$1,064
MERCADOLIBRE INC 703 -163 $1,063
     MELI703-163$1,063
WISDOMTREE TR 19,845 -15,083 $998
     USFR19,845-15,083$998
ISHARES TR (IJR) 8,849 +6,413 $978
     IJR8,849+6,413$978
SELECT SECTOR SPDR TR (XLK) 4,393 -188 $915
     XLK4,393-188$915
COSTCO WHSL CORP NEW 1,210 +153 $886
     COST1,210+153$886
SELECT SECTOR SPDR TR (XLF) 20,691 +5,111 $871
     XLF20,691+5,111$871
BROADRIDGE FINL SOLUTIONS IN 4,132 +42 $846
     BR4,132+42$846
CVS HEALTH CORP 10,419 -331 $831
     CVS10,419-331$831
PAYPAL HLDGS INC 11,922 +847 $799
     PYPL11,922+847$799
SNOWFLAKE INC 4,914 +1,438 $794
     SNOW4,914+1,438$794
AMGEN INC 2,771 -734 $788
     AMGN2,771-734$788
GARMIN LTD 4,975 +141 $741
     GRMN4,975+141$741
OCCIDENTAL PETE CORP 11,274 -10,382 $733
     OXY11,274-10,382$733
ISHARES TR (SHV) 6,325 -35 $699
     SHV6,325-35$699
PHILIP MORRIS INTL INC 7,108 -9,942 $651
     PM7,108-9,942$651
MONGODB INC 1,802 +616 $646
     MDB1,802+616$646
QUALCOMM INC 3,763 -1,045 $637
     QCOM3,763-1,045$637
SELECT SECTOR SPDR TR (XLU) 9,584 +5,917 $629
     XLU9,584+5,917$629
UNITEDHEALTH GROUP INC 1,253 -219 $620
     UNH1,253-219$620
PIONEER NAT RES CO 2,276 -5,248 $597
     PXD2,276-5,248$597
EA SERIES TRUST 5,559 -1,218 $592
     BOXX5,559-1,218$592
J P MORGAN EXCHANGE TRADED F (JQUA) 11,149 -899 $589
     JQUA11,149-899$589
DATADOG INC 4,706 +2,786 $582
     DDOG4,706+2,786$582
SYNOPSYS INC 1,014 +596 $580
     SNPS1,014+596$580
ISHARES TR (MTUM) 3,043 -265 $570
     MTUM3,043-265$570
CISCO SYS INC 10,752 -1,474 $537
     CSCO10,752-1,474$537
DANAHER CORPORATION 2,077 +2,077 $519
     DHR2,077+2,077$519
SPDR SER TR (SPTL) 18,321 -12,237 $512
     SPTL18,321-12,237$512
HESS MIDSTREAM LP 14,043 -2,048 $507
     HESM14,043-2,048$507
OREILLY AUTOMOTIVE INC 448 -3 $506
     ORLY448-3$506
BHP GROUP LTD 8,654 +140 $499
     BHP8,654+140$499
LINDE PLC 1,059 -906 $492
     LIN1,059-906$492
COMMERCIAL METALS CO 8,259 +26 $485
     CMC8,259+26$485
GENERAL DYNAMICS CORP 1,689 -158 $477
     GD1,689-158$477
ADOBE INC 929 +442 $469
     ADBE929+442$469
ALTRIA GROUP INC 10,715 +689 $467
     MO10,715+689$467
SELECT SECTOR SPDR TR (XLRE) 11,699 -4,133 $462
     XLRE11,699-4,133$462
WALMART INC 7,613 +4,718 $458
     WMT7,613+4,718$458
MCCORMICK & CO INC 5,731 -133 $440
     MKC5,731-133$440
HUMANA INC 1,248 -591 $433
     HUM1,248-591$433
EOG RES INC 3,382 -1,238 $432
     EOG3,382-1,238$432
COCA COLA CO 6,783 -466 $415
     KO6,783-466$415
VICI PPTYS INC 13,888 +3,264 $414
     VICI13,888+3,264$414
AT&T INC 23,243 +996 $409
     T23,243+996$409
LIVE NATION ENTERTAINMENT IN 3,803 -30 $402
     LYV3,803-30$402
ISHARES TR (IJH) 6,528 +6,528 $397
     IJH6,528+6,528$397
AMERICAN TOWER CORP NEW 1,984 -37 $392
     AMT1,984-37$392
MERCK & CO INC 2,940 -859 $388
     MRK2,940-859$388
ISHARES TR (USMV) 4,600 +4,600 $384
     USMV4,600+4,600$384
WP CAREY INC 6,805 +1,438 $384
     WPC6,805+1,438$384
SHOPIFY INC 4,906 -145 $379
     SHOP4,906-145$379
IRON MTN INC DEL 4,705 -36 $377
     IRM4,705-36$377
SPDR SER TR (SPHY) 15,952 -12,927 $374
     SPHY15,952-12,927$374
MARATHON OIL CORP 13,139 -10,776 $372
     MRO13,139-10,776$372
CF INDS HLDGS INC 4,415 -10,813 $367
     CF4,415-10,813$367
SPDR SER TR (HYMB) 13,871 +2,541 $356
     HYMB13,871+2,541$356
BLUE OWL CAPITAL CORPORATION 22,978 -53 $353
     OBDC22,978-53$353
VANGUARD SPECIALIZED FUNDS (VIG) 1,901 -56 $347
     VIG1,901-56$347
WILLIAMS COS INC 8,890 +1,873 $346
     WMB8,890+1,873$346
SPDR SER TR (XHB) 3,105 +3,105 $346
     XHB3,105+3,105$346
SPDR SER TR (SPYG) 4,700 -394 $344
     SPYG4,700-394$344
GLOBAL X FDS 19,494 +1 $339
     DIV19,494+1$339
ALLSTATE CORP 1,823 -39 $315
     ALL1,823-39$315
VANGUARD INDEX FDS (VXF) 1,800 -30 $315
     VXF1,800-30$315
J P MORGAN EXCHANGE TRADED F (JMUB) 6,124 +17 $311
     JMUB6,124+17$311
DISNEY WALT CO 2,524 -159 $309
     DIS2,524-159$309
PROSPECT CAP CORP 55,988 +1,059 $309
     PSEC55,988+1,059$309
VANGUARD INDEX FDS (VTI) 1,187 -329 $308
     VTI1,187-329$308
HOME DEPOT INC 796 -324 $305
     HD796-324$305
TJX COS INC NEW 2,939 +2,939 $298
     TJX2,939+2,939$298
BROWN FORMAN CORP      $293
     BF.B5,674-1,457$293
MASTERCARD INCORPORATED 606 -99 $292
     MA606-99$292
SCHWAB STRATEGIC TR 3,805 -278 $289
     SCHV3,805-278$289
ASML HOLDING N V 294 -35 $285
     ASML294-35$285
VANGUARD WORLD FD (VHT) 1,050 -698 $284
     VHT1,050-698$284
INTEL CORP 6,385 -207 $282
     INTC6,385-207$282
EA SERIES TRUST 9,901 -7,673 $267
     IVAL9,901-7,673$267
SCHLUMBERGER LTD 4,879 -3,392 $267
     SLB4,879-3,392$267
PEPSICO INC 1,518 -953 $266
     PEP1,518-953$266
DIMENSIONAL ETF TRUST (DFNM) 5,520 -2,359 $265
     DFNM5,520-2,359$265
TAIWAN SEMICONDUCTOR MFG LTD 1,932 -831 $263
     TSM1,932-831$263
ISHARES TR (DGRO) 4,403 -228 $256
     DGRO4,403-228$256
VALERO ENERGY CORP 1,498 -8,601 $256
     VLO1,498-8,601$256
VANECK ETF TRUST (OIH) 759 -28 $255
     OIH759-28$255
HESS CORP 1,642 -31,621 $251
     HES1,642-31,621$251
LAM RESEARCH CORP 254 -21 $247
     LRCX254-21$247
EXTRA SPACE STORAGE INC 1,653 -43 $243
     EXR1,653-43$243
J P MORGAN EXCHANGE TRADED F (JPEM) 4,551 -620 $243
     JPEM4,551-620$243
BLACKSTONE INC 1,840 -316 $242
     BX1,840-316$242
GSK PLC 5,554 -443 $238
     GSK5,554-443$238
ENBRIDGE INC 6,460 +6,460 $234
     ENB6,460+6,460$234
AUTOZONE INC 73 +73 $230
     AZO73+73$230
ALPS ETF TR (AMLP) 4,801 -211 $228
     AMLP4,801-211$228
REALTY INCOME CORP 4,155 +4,155 $225
     O4,155+4,155$225
PFIZER INC 7,895 -99 $219
     PFE7,895-99$219
SACHEM CAP CORP 49,005 +156 $219
     SACH49,005+156$219
CROWN CASTLE INC 2,060 -33 $218
     CCI2,060-33$218
VANGUARD WORLD FD (VGT) 391 +391 $205
     VGT391+391$205
GENUINE PARTS CO 1,302 +1,302 $202
     GPC1,302+1,302$202
PENNANTPARK FLOATING RATE CA 15,246 -224 $174
     PFLT15,246-224$174
MEDICAL PPTYS TRUST INC 31,260 -4,482 $147
     MPW31,260-4,482$147
LITHIUM AMERS CORP NEW 10,050 +10,050 $68
     LAC10,050+10,050$68
LITHIUM AMERICAS ARGENTINA C 10,050 +10,050 $54
     LAAC10,050+10,050$54
FATHOM HOLDINGS INC 12,402 +0 $25
     FTHM12,402UNCH$25
AGNC INVT CORP $0 (exited)
     AGNC0-12,622$0
ANTERO RESOURCES CORP $0 (exited)
     AR0-18,180$0
BOEING CO $0 (exited)
     BA0-863$0
DUKE ENERGY CORP NEW $0 (exited)
     DUK0-3,208$0
FIDELITY MERRIMACK STR TR $0 (exited)
     FBND0-11,145$0
FORTINET INC $0 (exited)
     FTNT0-6,066$0
FORTIVE CORP $0 (exited)
     FTV0-12,618$0
ISHARES GOLD TR $0 (exited)
     IAU0-10,550$0
JOHNSON & JOHNSON $0 (exited)
     JNJ0-1,613$0
J P MORGAN EXCHANGE TRADED F $0 (exited)
     JPST0-4,452$0
ELI LILLY & CO $0 (exited)
     LLY0-351$0
LOCKHEED MARTIN CORP $0 (exited)
     LMT0-937$0
GLOBAL X FDS $0 (exited)
     MLPX0-15,424$0
ON SEMICONDUCTOR CORP $0 (exited)
     ON0-45,395$0
PAYCOM SOFTWARE INC $0 (exited)
     PAYC0-1,172$0
PIMCO DYNAMIC INCOME FD $0 (exited)
     PDI0-15,103$0
STARBUCKS CORP $0 (exited)
     SBUX0-2,323$0
SCHWAB CHARLES CORP $0 (exited)
     SCHW0-2,912$0
PROSHARES TR $0 (exited)
     SH0-12,311$0
INVESCO EXCH TRADED FD TR II $0 (exited)
     SPLV0-6,567$0
UNION PAC CORP $0 (exited)
     UNP0-1,006$0
VIPER ENERGY INC $0 (exited)
     VNOM0-20,216$0
VANGUARD INDEX FDS $0 (exited)
     VUG0-677$0
SPDR SER TR 0 -1,490 $0 (exited)
     XOP0-1,490$0

See Summary: Teamwork Financial Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By Teamwork Financial Advisors LLC

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