Teamwork Financial Advisors, LLC
186 holdingsFiling period: 2026-06-30Current AUM: $1.13Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 175.4K | $50.8M | $60.3M | 5.33% | -1,922 | 2026-06-30 |
| 2 | AMZN | Amazon.com Inc | 193.5K | $46.1M | $48.2M | 4.26% | -16,629 | 2026-06-30 |
| 3 | NVDA | NVIDIA Corporation | 187.0K | $37.4M | $40.4M | 3.57% | -25,127 | 2026-06-30 |
| 4 | BIL | Spdr Series Trust | 405.8K | $37.2M | $37.2M | 3.29% | +159.7K | 2026-06-30 |
| 5 | CGDV | Capital Group Dividend Value | 569.7K | $28.1M | $27.8M | 2.46% | +25.1K | 2026-06-30 |
| 6 | GRNJ | Tidal Trust III | 825.7K | $26.0M | $21.6M | 1.91% | +25.2K | 2026-06-30 |
| 7 | GOOGL | Alphabet Inc | 68.5K | $24.5M | $21.7M | 1.92% | +57 | 2026-06-30 |
| 8 | AMD | Advanced Micro Devices Inc | 41.6K | $24.2M | $22.1M | 1.95% | -48,529 | 2026-06-30 |
| 9 | XAR | Spdr Series Trust | 84.6K | $24.0M | $18.9M | 1.67% | +9.7K | 2026-06-30 |
| 10 | PAVE | Global X Fds | 403.0K | $23.7M | $21.0M | 1.86% | +43.7K | 2026-06-30 |
| 11 | MSFT | Microsoft Corp | 62.5K | $23.3M | $33.3M | 2.94% | -2,638 | 2026-06-30 |
| 12 | HOOD | Robinhood Mkts Inc | 221.4K | $22.2M | $20.6M | 1.82% | +401 | 2026-06-30 |
| 13 | ICOW | Pacer Fds TR | 498.6K | $20.8M | $21.4M | 1.89% | +41.5K | 2026-06-30 |
| 14 | KLAC | Kla Corp | 68.7K | $20.7M | $10.2M | 0.91% | +60.1K | 2026-06-30 |
| 15 | META | Meta Platforms Inc | 36.3K | $20.4M | $22.9M | 2.02% | +2.8K | 2026-06-30 |
| 16 | TSLA | Tesla Inc | 47.6K | $20.0M | $18.6M | 1.65% | +3.0K | 2026-06-30 |
| 17 | GEV | GE Vernova Inc | 15.9K | $18.7M | $13.6M | 1.20% | -2,890 | 2026-06-30 |
| 18 | XOM | Exxon Mobil Corp | 134.1K | $18.3M | $24.7M | 2.19% | -275 | 2026-06-30 |
| 19 | XOM | Exxon Mobil Corp | 134.1K | $18.3M | $24.7M | 2.19% | -275 | 2026-06-30 |
| 20 | ANET | Arista Networks Inc | 105.2K | $17.9M | $18.6M | 1.65% | -13,832 | 2026-06-30 |
| 21 | PWR | Quanta Svcs Inc | 23.3K | $16.8M | $13.1M | 1.16% | -4,265 | 2026-06-30 |
| 22 | JPM | JPMorgan Chase & Co | 50.4K | $16.5M | $16.8M | 1.49% | -3,405 | 2026-06-30 |
| 23 | CAT | Caterpillar Inc | 14.9K | $15.8M | $10.3M | 0.91% | -2,284 | 2026-06-30 |
| 24 | NOW | Servicenow Inc | 154.6K | $15.4M | $24.5M | 2.16% | +123.0K | 2026-06-30 |
| 25 | AVGO | Broadcom Inc | 38.4K | $14.5M | $12.6M | 1.12% | -4,494 | 2026-06-30 |
← Scroll →
Page 1 of 8