EdgeMarket › What Teamwork Financial Advisors, Llc reported owning
What Teamwork Financial Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
946.3MPositions
216Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 38.8M | 4.1% | 153.1K | 309.35 | +36.9% |
| AMZN AMAZON COM INC | 37.3M | 3.9% | 179.2K | 258.63 | +15.6% |
| NVDA NVIDIA CORP | 29.8M | 3.2% | 171.1K | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 23.5M | 2.5% | 63.6K | 483.24 | -4.4% |
| CGDV Capital Group Dividend Value ETF | 23.2M | 2.4% | 544.5K | 50.21 | +22.5% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill E | 22.6M | 2.4% | 246.1K | 91.60 | -0.1% |
| GRNJ Fundstrat Granny Shots US Small- & Mid-Cap ETF | 20.0M | 2.1% | 800.5K | 30.14 | — |
| GOOGL Alphabet Inc. | 19.7M | 2.1% | 68.4K | 344.82 | +73.0% |
| ICOW Pacer Developed Markets International Cash Cow | 19.4M | 2.0% | 457.1K | 45.77 | +27.9% |
| XAR State Street SPDR S&P Aerospace & Defense ETF | 19.0M | 2.0% | 74.9K | 272.74 | +28.6% |
| META Meta Platforms, Inc. | 18.5M | 2.0% | 32.3K | 549.90 | -26.5% |
| PAVE Global X U.S. Infrastructure Development ETF | 18.3M | 1.9% | 359.3K | 56.39 | +22.9% |
| AMD ADVANCED MICRO DEVICES INC | 17.9M | 1.9% | 87.9K | 473.25 | +186.5% |
| NFLX NETFLIX INC | 17.3M | 1.8% | 179.5K | 79.59 | -34.4% |
| GEV GE Vernova Inc. | 16.4M | 1.7% | 18.8K | 956.85 | +58.3% |
| TSLA Tesla, Inc. | 15.4M | 1.6% | 41.4K | 362.86 | +12.0% |
| JPM JPMORGAN CHASE & CO | 15.1M | 1.6% | 51.3K | 351.58 | +20.3% |
| COST COSTCO WHOLESALE CORP /NEW | 14.9M | 1.6% | 15.0K | 947.74 | -4.7% |
| HOOD Robinhood Markets, Inc. | 14.7M | 1.6% | 212.4K | 108.13 | +2.6% |
| PWR QUANTA SERVICES, INC. | 14.6M | 1.5% | 26.7K | 639.34 | +70.1% |
| ANET Arista Networks, Inc. | 14.4M | 1.5% | 117.0K | 188.65 | +43.5% |
| PLTR Palantir Technologies Inc. | 14.3M | 1.5% | 97.9K | 179.94 | +15.3% |
| CVX CHEVRON CORP | 13.2M | 1.4% | 64.0K | 205.27 | +34.0% |
| AVGO Broadcom Inc. | 13.1M | 1.4% | 42.4K | 368.45 | +26.5% |
| XOM ExxonMobil Holdings Corp | 12.9M | 1.4% | 76.0K | 165.11 | +52.1% |
| KLAC KLA CORP | 12.7M | 1.3% | 8.6K | 183.99 | +109.5% |
| CAT CATERPILLAR INC | 12.1M | 1.3% | 17.1K | 827.90 | +96.8% |
| GS GOLDMAN SACHS GROUP INC | 12.1M | 1.3% | 14.3K | 1,039.28 | +44.2% |
| CRWD CrowdStrike Holdings, Inc. | 11.7M | 1.2% | 30.0K | 191.95 | +83.2% |
| TJX TJX COMPANIES INC /DE/ | 11.5M | 1.2% | 72.0K | 140.53 | +1.6% |
| BNY Bank of New York Mellon Corp | 11.4M | 1.2% | 96.3K | 158.49 | +56.5% |
| VST Vistra Corp. | 11.3M | 1.2% | 74.9K | 136.21 | -29.4% |
| APD Air Products & Chemicals, Inc. | 11.2M | 1.2% | 38.5K | 305.10 | +4.4% |
| AXP AMERICAN EXPRESS CO | 11.1M | 1.2% | 36.8K | 336.00 | +8.9% |
| OKE ONEOK INC /NEW/ | 11.1M | 1.2% | 123.1K | 93.33 | +26.7% |
| ETN Eaton Corp plc | 11.1M | 1.2% | 30.9K | 419.20 | +21.1% |
| CDNS CADENCE DESIGN SYSTEMS INC | 10.7M | 1.1% | 38.4K | 319.02 | -7.7% |
| DE DEERE & CO | 10.4M | 1.1% | 18.4K | 647.47 | +31.4% |
| PNC PNC FINANCIAL SERVICES GROUP, INC. | 10.1M | 1.1% | 48.7K | 243.13 | +24.7% |
| BOXX Alpha Architect 1-3 Month Box ETF | 10.0M | 1.1% | 86.1K | 117.96 | +4.1% |
| GE GENERAL ELECTRIC CO | 9.9M | 1.1% | 35.0K | 348.37 | +30.7% |
| UNP UNION PACIFIC CORP | 9.8M | 1.0% | 40.3K | 308.05 | +36.5% |
| PKG PACKAGING CORP OF AMERICA | 9.7M | 1.0% | 45.8K | 252.79 | +27.6% |
| MNST Monster Beverage Corp | 9.6M | 1.0% | 133.0K | 47.79 | -25.8% |
| NOC NORTHROP GRUMMAN CORP /DE/ | 9.5M | 1.0% | 14.0K | 551.03 | -7.0% |
| PPG PPG INDUSTRIES INC | 9.3M | 1.0% | 86.6K | 113.63 | +1.4% |
| GRNY Fundstrat Granny Shots US Large Cap ETF | 7.4M | 0.8% | 309.2K | 27.80 | +20.2% |
| SPYI NEOS S&P 500 High Income ETF | 7.3M | 0.8% | 148.4K | 53.46 | +4.9% |
| TPL Texas Pacific Land Corp | 7.0M | 0.7% | 14.8K | 383.64 | +28.6% |
| V VISA INC. | 7.0M | 0.7% | 23.1K | 371.04 | +7.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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