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  Name: Teamwork Financial Advisors LLC
  City: San Antonio
  State: TX
  Zip: 78257
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $649,541,000
  Total Value Change : $66,758,000
  Securities Held Change : -5
   
All Securities Held : 179
  New Positions : 15
  Closed Positions : 24
  Increased Positions : 68
  Unchanged Positions : 1
  Decreased Positions : 95

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Holdings Found : 15     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CMG)1 Year Chart         CMG Chipotle Mexican Grill Inc 29 New $3,145.88 $8,802,000 3,028 1.36% 8,802,000 3,028 0.011    Restaurants
   (INTU)1 Year Chart         INTU Intuit Inc 31 New $653.37 $8,533,000 13,128 1.31% 8,533,000 13,128 0.005    Application Software
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 32 New $316.78 $7,193,000 25,316 1.11% 7,193,000 25,316 0.008    Networking & Communic...
   (RE)1 Year Chart         RE Everest Re Group Ltd 61 New $388.27 $1,517,000 3,816 0.23% 1,517,000 3,816 0.004    Life & Health Insurance
   (ZS)1 Year Chart         ZS Zscaler Inc 66 New $179.31 $1,267,000 6,577 0.2% 1,267,000 6,577 0.005    N/A
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 74 New $167.79 $1,067,000 6,299 0.16% 1,067,000 6,299 0.002    Closed - End Fund - E...
   (DHR)1 Year Chart         DHR Danaher Corp 102 New $264.84 $519,000 2,077 0.08% 519,000 2,077 0    General Building Mate...
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 121 New $60.26 $397,000 6,528 0.06% 397,000 6,528 0.003    Closed - End Fund - E...
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 125 New $0.00 $384,000 4,600 0.06% 384,000 4,600 0    N/A
   (XHB)1 Year Chart         XHB SPDR S&P Homebuilders 135 New $107.02 $346,000 3,105 0.05% 346,000 3,105 0    Closed - End Fund - E...
   (TJX)1 Year Chart         TJX TJX Companies Inc 145 New $98.92 $298,000 2,939 0.05% 298,000 2,939 0    Discount, Variety Stores
   (ENB)1 Year Chart         ENB Enbridge Inc (USA) 166 New $36.76 $234,000 6,460 0.04% 234,000 6,460 0    Oil & Gas Pipelines &...
   (AZO)1 Year Chart         AZO Autozone Inc 167 New $2,900.99 $230,000 73 0.04% 230,000 73 0    Auto Parts Stores
   (LAC)1 Year Chart         LAC Lithium Americas Corp 177 New $4.43 $68,000 10,050 0.01% 68,000 10,050 0.006    N/A
   (LAAC)1 Year Chart         LAAC Lithium Americas Argentina ... 178 New $16.19 $54,000 10,050 0.01% 54,000 10,050 0.006    N/A

      15 Records Found
  1    
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