Portfolio (Quarterly)
Guide ↗
Teamwork Financial Advisors, LLC
· CIK 0001629931| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | EXPE | EXPEDIA GROUP INC | Consumer Cyclical | 51,469 | $14.6M | 1.47% | SOLD |
| 2 | PFE | PFIZER INC | Healthcare | 88,785 | $2.2M | 0.22% | SOLD |
| 3 | WTW | WILLIS TOWERS WATSON PLC LTD | Financial Services | 6,293 | $2.1M | 0.21% | SOLD |
| 4 | TTD | THE TRADE DESK INC | Technology | 49,883 | $1.9M | 0.19% | SOLD |
| 5 | ETHA | ISHARES ETHEREUM TR | Financial Services | 81,422 | $1.8M | 0.18% | SOLD |
| 6 | PYPL | PAYPAL HLDGS INC | Financial Services | 28,034 | $1.6M | 0.17% | SOLD |
| 7 | LRCX CALL | LAM RESEARCH CORP | Technology | 6,500 | $1.1M | 0.11% | SOLD |
| 8 | ETH | GRAYSCALE ETHEREUM MINI TR E | Financial Services | 32,206 | $904K | 0.09% | SOLD |
| 9 | PANW CALL | PALO ALTO NETWORKS INC | Technology | 4,600 | $847K | 0.09% | SOLD |
| 10 | VGT | VANGUARD WORLD FD | — | 951 | $717K | 0.07% | SOLD |
| 11 | GEV CALL | GE VERNOVA INC | Utilities | 1,000 | $654K | 0.07% | SOLD |
| 12 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 8,892 | $441K | 0.04% | SOLD |
| 13 | SNOW | SNOWFLAKE INC | Technology | 1,836 | $403K | 0.04% | SOLD |
| 14 | SMH | VANECK ETF TRUST | — | 882 | $317K | 0.03% | SOLD |
| 15 | CME | CME GROUP INC | Financial Services | 905 | $247K | 0.03% | SOLD |
| 16 | VHT | VANGUARD WORLD FD | — | 825 | $237K | 0.02% | SOLD |
| 17 | TDG | TRANSDIGM GROUP INC | Industrials | 175 | $233K | 0.02% | SOLD |
| 18 | MA | MASTERCARD INCORPORATED | Financial Services | 382 | $218K | 0.02% | SOLD |
| 19 | SCHV | SCHWAB STRATEGIC TR | — | 7,184 | $213K | 0.02% | SOLD |
| 20 | GWW | WW GRAINGER INC | Industrials | 203 | $204K | 0.02% | SOLD |
Sector Allocation
Technology
32.1%
Financial Services
13.2%
Industrials
12.1%
Consumer Cyclical
11.0%
Communication Services
9.9%
Energy
8.7%
Utilities
4.1%
Consumer Defensive
3.9%
Basic Materials
3.0%
Healthcare
1.5%