Teamwork Financial Advisors, LLC Top Holdings and 13F Report (2025) About Teamwork Financial Advisors, LLCInvestment ActivityTeamwork Financial Advisors, LLC has $970.96 million in total holdings as of September 30, 2025.Teamwork Financial Advisors, LLC owns shares of 177 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 35.54% of the portfolio was purchased this quarter.About 29.21% of the portfolio was sold this quarter.This quarter, Teamwork Financial Advisors, LLC has purchased 168 new stocks and bought additional shares in 76 stocks.Teamwork Financial Advisors, LLC sold shares of 79 stocks and completely divested from 10 stocks this quarter.Largest Holdings Apple $50,584,129Amazon.com $49,917,566SPDR Bloomberg 1-3 Month T-Bill ETF $35,345,207Microsoft $34,338,904NVIDIA $32,522,500 Largest New Holdings this Quarter 512807306 - LAM RESEARCH CORP $13,677,143 HoldingG96629103 - Willis Towers Watson Public $12,006,128 Holding30212P303 - Expedia Group $11,289,857 Holding92840M102 - Vistra $11,042,661 Holding69374H386 - Pacer Data and Digital Revolution ETF $953,811 Holding Largest Purchases this Quarter LAM RESEARCH CORP 102,144 shares (about $13.68M)Apple 51,643 shares (about $13.15M)CrowdStrike 25,203 shares (about $12.36M)Garmin 49,553 shares (about $12.20M)Willis Towers Watson Public 34,755 shares (about $12.01M) Largest Sales this Quarter FT Vest S&P 500 Dividend Aristocrats Target Income ETF 755,957 shares (about $37.28M)JPMorgan Equity Premium Income ETF 417,591 shares (about $23.84M)JPMorgan Nasdaq Equity Premium Income ETF 396,538 shares (about $22.81M)ISHARES BITCOIN TRUST ETF 277,578 shares (about $18.04M)SPDR Gold Shares 49,535 shares (about $17.61M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTeamwork Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$50,584,129$13,151,537 ▲35.1%198,6325.2%Computer and TechnologyAMZNAmazon.com$49,917,566$12,968,924 ▼-20.6%227,3425.1%Retail/WholesaleBILSPDR Bloomberg 1-3 Month T-Bill ETF$35,345,207$14,604,852 ▼-29.2%385,2343.6%ETFMSFTMicrosoft$34,338,904$3,485,917 ▼-9.2%66,2663.5%Computer and TechnologyNVDANVIDIA$32,522,500$13,595,029 ▼-29.5%174,3033.3%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$27,997,119$23,842,954 ▼-46.0%490,3482.9%ETFCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$24,249,300$3,627,080 ▲17.6%668,0212.5%ETFTSLATesla$23,091,180$11,419,512 ▲97.8%51,9232.4%Auto/Tires/TrucksGOOGLAlphabet$19,650,990$10,565,407 ▲116.3%80,8312.0%Computer and TechnologyARISTA NETWORKS INC$19,458,002$8,321,950 ▲74.7%133,5392.0%COM SHSHOODRobinhood Markets$18,829,351$11,111,075 ▲144.0%131,5081.9%FinanceMETAMeta Platforms$18,712,758$6,644,785 ▼-26.2%25,4131.9%Computer and TechnologyAMDAdvanced Micro Devices$18,604,069$10,936,841 ▲142.6%114,9891.9%Computer and TechnologyPALANTIR TECHNOLOGIES INC$18,066,184$11,657,391 ▲181.9%99,0361.9%CL AJPMJPMorgan Chase & Co.$17,816,795$8,367,897 ▼-32.0%56,4831.8%FinanceCRWDCrowdStrike$17,750,817$12,359,076 ▲229.2%36,1981.8%Computer and TechnologyNFLXNetflix$17,688,935$3,108,412 ▲21.3%21,3401.8%Consumer DiscretionaryPWRQuanta Services$17,151,275$5,478,246 ▼-24.2%41,3861.8%ConstructionGE VERNOVA INC$16,714,454$9,393,963 ▼-36.0%27,1821.7%COMORCLOracle$16,633,740$8,629,610 ▲107.8%59,1441.7%Computer and TechnologyPANWPalo Alto Networks$16,209,962$11,901,165 ▲276.2%79,6091.7%Computer and TechnologyCOSTCostco Wholesale$16,089,731$2,838,221 ▼-15.0%17,3811.7%Retail/WholesaleCATCaterpillar$15,582,922$11,870,180 ▲319.7%32,6581.6%IndustrialsXOMExxon Mobil$15,162,204$365,872 ▲2.5%134,4771.6%EnergyEMREmerson Electric$15,135,013$11,184,102 ▲283.1%115,3751.6%IndustrialsGRMNGarmin$15,049,055$12,201,011 ▲428.4%61,1201.5%Computer and TechnologyAXPAmerican Express$14,985,772$10,196,902 ▲212.9%45,1151.5%FinanceAVGOBroadcom$13,689,797$11,333,878 ▲481.1%41,4951.4%Computer and TechnologyLAM RESEARCH CORP$13,677,143$13,677,143 ▲New Holding102,1441.4%COM NEWMSTRStrategy$13,382,314$10,686,068 ▲396.3%41,5331.4%Computer and TechnologyKLACKLA$13,358,908$10,011,630 ▲299.1%12,3841.4%Computer and TechnologyGSThe Goldman Sachs Group$13,252,316$10,610,772 ▼-44.5%16,6411.4%FinanceAXONAxon Enterprise$12,949,841$9,061,659 ▲233.1%18,0451.3%AerospaceBKBank of New York Mellon$12,924,961$10,218,609 ▲377.6%118,6211.3%FinanceGEGE Aerospace$12,921,595$10,016,304 ▲344.8%42,9551.3%AerospaceMNSTMonster Beverage$12,661,024$10,277,036 ▲431.1%188,1001.3%Consumer StaplesCDNSCadence Design Systems$12,330,690$9,583,824 ▲348.9%35,1041.3%Computer and TechnologyETNEaton$12,305,170$9,827,220 ▲396.6%32,8791.3%IndustrialsSPGIS&P Global$12,080,009$8,669,532 ▲254.2%24,8191.2%FinanceWTWWillis Towers Watson Public$12,006,128$12,006,128 ▲New Holding34,7551.2%FinanceLYVLive Nation Entertainment$11,996,141$11,378,491 ▲1,842.2%73,4161.2%Consumer DiscretionaryEXPEExpedia Group$11,289,857$11,289,857 ▲New Holding52,8171.2%Retail/WholesaleVSTVistra$11,042,661$11,042,661 ▲New Holding56,3631.1%UtilitiesTIDAL TRUST I$10,347,805$2,014,923 ▲24.2%414,0771.1%FUNDSTRAT GRANNYLITHIUM AMERS CORP NEW$7,318,745$1,535,524 ▲26.6%1,281,7400.8%COM SHSTSMTaiwan Semiconductor Manufacturing$5,529,140$323,141 ▲6.2%19,7970.6%Computer and TechnologySPYINEOS S&P 500 High Income ETF$5,392,062$778,543 ▲16.9%103,0980.6%ETFGOOGAlphabet$5,324,156$655,412 ▲14.0%21,8600.5%Computer and TechnologyBRK.BBerkshire Hathaway$4,385,908$181,992 ▲4.3%8,7240.5%FinanceQCOMQUALCOMM$4,260,848$1,148,393 ▲36.9%25,6120.4%Computer and TechnologyVLOValero Energy$3,939,276$7,151 ▼-0.2%23,1360.4%EnergyUBERUber Technologies$3,924,688$185,360 ▲5.0%40,0600.4%Computer and TechnologyFANGDiamondback Energy$3,644,713$2,119,465 ▼-36.8%25,4730.4%EnergyKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$3,610,532$37,276,286 ▼-91.2%73,2210.4%ETFADBEAdobe$3,593,174$1,382,451 ▲62.5%10,1860.4%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$3,201,529$417,666 ▲15.0%59,4290.3%ETFEPDEnterprise Products Partners$3,170,178$1,972,883 ▲164.8%101,3810.3%EnergyJEPQJPMorgan Nasdaq Equity Premium Income ETF$3,134,003$22,808,635 ▼-87.9%54,4860.3%ETFTIDAL TRUST I$2,864,412$304,543 ▼-9.6%22,1690.3%SOFI SELECT 500MUMicron Technology$2,505,452$8,868 ▲0.4%14,9740.3%Computer and TechnologyISRGIntuitive Surgical$2,451,269$13,916,464 ▼-85.0%5,4810.3%MedicalPGRProgressive$2,404,617$14,813,942 ▼-86.0%9,7370.2%FinanceVVisa$2,375,874$92,207 ▲4.0%6,9570.2%Business ServicesABTAbbott Laboratories$2,350,512$1,150,544 ▼-32.9%17,5490.2%MedicalPEPPepsiCo$2,309,221$503,049 ▲27.9%16,4430.2%Consumer StaplesMLPXGlobal X MLP & Energy Infrastructure ETF$2,273,361$52,614 ▲2.4%36,2520.2%ETFNEOS ETF TRUST$2,244,803$486,012 ▲27.6%41,4170.2%NASDAQ 100 HIGHSPLGSPDR Portfolio S&P 500 ETF$2,152,505$81,318 ▼-3.6%27,4760.2%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$2,125,518$5,209 ▲0.2%48,9630.2%ETFPFEPfizer$2,086,665$444,780 ▲27.1%81,8940.2%MedicalPYPLPayPal$2,049,499$1,349,389 ▼-39.7%30,5620.2%Business ServicesUNHUnitedHealth Group$2,033,345$476,484 ▲30.6%5,8890.2%MedicalSOFISoFi Technologies$1,949,058$725,996 ▼-27.1%73,7720.2%FinanceSSentinelOne$1,922,463$639,653 ▲49.9%109,1680.2%Computer and TechnologySCHDSchwab US Dividend Equity ETF$1,801,954$127,272 ▼-6.6%66,0060.2%ETFAREAlexandria Real Estate Equities$1,798,234$330,278 ▲22.5%21,5770.2%FinanceVOOVanguard S&P 500 ETF$1,773,195$168,438 ▼-8.7%2,8950.2%ETFUPSUnited Parcel Service$1,759,068$459,752 ▲35.4%21,0590.2%TransportationCRMSalesforce$1,748,622$610,762 ▲53.7%7,3780.2%Computer and TechnologyNVONovo Nordisk A/S$1,639,508$619,158 ▲60.7%29,5460.2%MedicalAMATApplied Materials$1,517,471$14,945 ▼-1.0%7,4120.2%Computer and TechnologyEOGEOG Resources$1,489,836$785 ▼-0.1%13,2880.2%EnergyQQQInvesco QQQ$1,452,157$158,548 ▲12.3%2,4180.1%FinanceQDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF$1,338,507$1,349,946 ▼-50.2%31,9450.1%ETFROCKET LAB CORP$1,216,432$709,066 ▲139.8%25,3900.1%COMASTERA LABS INC$1,182,826$694,306 ▲142.1%6,0410.1%COMTTDTrade Desk$1,139,854$284,596 ▲33.3%23,2580.1%Computer and TechnologyDGROiShares Core Dividend Growth ETF$1,113,423$52,495 ▲4.9%16,3530.1%ETFHDViShares Core High Dividend ETF$1,056,884$121,378 ▼-10.3%8,6290.1%ETFMELIMercadoLibre$1,053,974$46,739 ▲4.6%4510.1%Retail/WholesaleORealty Income$964,942$67,904 ▼-6.6%15,8730.1%FinanceTRFKPacer Data and Digital Revolution ETF$953,811$953,811 ▲New Holding14,2530.1%ETFIVViShares Core S&P 500 ETF$919,620$64,922 ▼-6.6%1,3740.1%ETFTDGTransdigm Group$909,421$322,910 ▼-26.2%6900.1%AerospaceGRAYSCALE ETHEREUM MINI TR E$878,218$878,218 ▲New Holding22,4150.1%SHS NEWWMTWalmart$842,031$130,685 ▲18.4%8,1700.1%Retail/WholesaleCOWZPacer US Cash Cows 100 ETF$816,754$3,513,182 ▼-81.1%14,2570.1%ETFOHIOmega Healthcare Investors$796,199$37,154 ▼-4.5%18,8580.1%FinanceVZVerizon Communications$762,501$62,981 ▼-7.6%17,3490.1%Computer and TechnologyISHARES BITCOIN TRUST ETF$753,610$18,042,570 ▼-96.0%11,5940.1%SHS BEN INTShowing largest 100 holdings. 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