Teamwork Financial Advisors, LLC Q2 2025 Filing

Filed July 7, 2025

Portfolio Value

$863.1M

Holdings

168

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (168 positions)

#StockSharesValue% PortfolioType
101
TAT&T INC
21,839$632K0.07%
102
ABBVABBVIE INC
3,208$595K0.07%
103
KMIKINDER MORGAN INC DEL
20,235$594K0.07%
104
NOWSERVICENOW INC
571$587K0.07%
105
EPREPR PPTYS
9,983$581K0.07%
106
GWWGRAINGER W W INC
552$576K0.07%
107
CA8ACACI INTL INC
1,202$572K0.07%
108
LYVLIVE NATION ENTERTAINMENT IN
3,780$571K0.07%
109
XLVSELECT SECTOR SPDR TR
4,066$548K0.06%
110
MOALTRIA GROUP INC
9,341$547K0.06%
111
ZSZSCALER INC
1,718$539K0.06%
112
BOXXEA SERIES TRUST
4,559$513K0.06%
113
AMGNAMGEN INC
1,821$508K0.06%
114
VYMVANGUARD WHITEHALL FDS
3,799$506K0.06%
115
SPTLSPDR SERIES TRUST
18,605$494K0.06%
116
4I1PHILIP MORRIS INTL INC
2,559$466K0.05%
117
WPCWP CAREY INC
7,448$464K0.05%
118
SPYGSPDR SERIES TRUST
4,835$461K0.05%
119
AMLPALPS ETF TR
9,415$460K0.05%
120
IRMIRON MTN INC DEL
4,476$459K0.05%
121
CVXCHEVRON CORP NEW
3,210$459K0.05%
122
HYMBSPDR SERIES TRUST
18,500$458K0.05%
123
BABOEING CO
2,109$441K0.05%
124
SPYSPDR S&P 500 ETF TR
694$429K0.05%
125
ETENERGY TRANSFER L P
22,676$411K0.05%
126
MTUMISHARES TR
1,709$410K0.05%
127
XLUSELECT SECTOR SPDR TR
4,850$396K0.05%
128
VIGVANGUARD SPECIALIZED FUNDS
1,897$388K0.04%
129
NETCLOUDFLARE INC
1,959$383K0.04%
130
6RJ0ROCKET LAB CORP
10,590$378K0.04%
131
JQUAJ P MORGAN EXCHANGE TRADED F
6,191$371K0.04%
132
XLESELECT SECTOR SPDR TR
4,187$355K0.04%
133
ENBENBRIDGE INC
7,797$353K0.04%
134
SCHGSCHWAB STRATEGIC TR
12,101$353K0.04%
135
VXFVANGUARD INDEX FDS
1,805$347K0.04%
136
HDHOME DEPOT INC
940$344K0.04%
137
ASMLASML HOLDING N V
415$332K0.04%
138
JMUBJ P MORGAN EXCHANGE TRADED F
6,215$308K0.04%
139
IAU*ISHARES GOLD TR
4,943$308K0.04%
140
SNOWSNOWFLAKE INC
1,373$307K0.04%
141
OBDCBLUE OWL CAPITAL CORPORATION
20,839$298K0.03%
142
WMBWILLIAMS COS INC
4,640$291K0.03%
143
VTIVANGUARD INDEX FDS
952$289K0.03%
144
IJHISHARES TR
4,419$274K0.03%
145
LLYELI LILLY & CO
351$273K0.03%
146
DVNDEVON ENERGY CORP NEW
8,456$268K0.03%
147
PSXPHILLIPS 66
2,219$264K0.03%
148
TJXTJX COS INC NEW
2,107$260K0.03%
149
JPSEJ P MORGAN EXCHANGE TRADED F
5,253$238K0.03%
150
BMTABRITISH AMERN TOB PLC
4,990$236K0.03%
151
VRTXVERTEX PHARMACEUTICALS INC
519$231K0.03%
152
CMECME GROUP INC
840$231K0.03%
153
IJKISHARES TR
2,515$228K0.03%
154
ALABASTERA LABS INC
2,495$225K0.03%
155
DISDISNEY WALT CO
1,795$222K0.03%
156
LMTLOCKHEED MARTIN CORP
478$221K0.03%
157
ARCCARES CAPITAL CORP
9,969$218K0.03%
158
DIVGLOBAL X FDS
12,388$217K0.03%
159
ATOATMOS ENERGY CORP
1,396$215K0.02%
160
OXYOCCIDENTAL PETE CORP
5,047$212K0.02%
161
FDXFEDEX CORP
931$211K0.02%
162
SMCISUPER MICRO COMPUTER INC
4,212$206K0.02%
163
CHKPCHECK POINT SOFTWARE TECH LT
932$206K0.02%
164
SCHWSCHWAB CHARLES CORP
2,239$204K0.02%
165
MPTMEDICAL PPTYS TRUST INC
17,337$74K0.01%
166
PSECPROSPECT CAP CORP
15,874$50K0.01%
167
SACHSACHEM CAP CORP
24,004$28K0.00%
168
FTHMFATHOM HOLDINGS INC
12,402$15K0.00%
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