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Teamwork Financial Advisors, LLC

SEC CIK
0001629931
Latest filing
Jul 8, 2026

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed Apr 12, 2021. Long positions only.

Institution overview
Positions
229
No 13F data for Q4 2020
Portfolio value
$426.4M
No 13F data for Q4 2020
Filed
Apr 12, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of Teamwork Financial Advisors, LLC in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock679,352$83.0M19.5%––History
PINSPinterest, Inc.CL A491,220$36.4M8.5%––History
VVisa Inc.Stock87,337$18.5M4.3%––History
SESea LtdSPONSORD ADS53,716$12.0M2.8%––History
MELIMercadolibre IncCOM6,759$9.95M2.3%––History
EPDEnterprise Products Partners L.P.Stock395,795$8.71M2.0%––History
Invesco Exch Traded FD Tr II46138E370S&P 500 HB ETF110,886$7.71M1.8%–––
MGMMGM Resorts InternationalStock194,762$7.40M1.7%––History
AMZNAmazon Com IncStock2,145$6.64M1.6%––History
PYPLPayPal Holdings, Inc.Stock27,050$6.57M1.5%––History
SHOPShopify Inc.Stock5,411$5.99M1.4%––History
TDOCTeladoc Health, Inc.COM31,200$5.67M1.3%––History
DISWalt Disney CoStock28,218$5.21M1.2%––History
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS80,656$4.96M1.2%–––
iShares Core High Dividend ETF46429B663ETF49,443$4.69M1.1%–––
TTDTrade Desk, Inc.Stock7,146$4.66M1.1%––History
MSFTMicrosoft CorpStock17,743$4.18M1.0%––History
MAMastercard IncStock11,262$4.01M0.9%––History
FVRRFiverr International Ltd.ORD SHS16,856$3.66M0.9%––History
SPGSimon Property Group Inc.REIT29,847$3.40M0.8%––History
XYZBlock, Inc.CL A14,915$3.39M0.8%––History
TSMTaiwan Semiconductor Manufacturing Co LtdADR25,701$3.04M0.7%––History
SLBSLB LimitedStock110,883$3.02M0.7%––History
BHPBHP Group LtdADR42,101$2.92M0.7%––History
STORStore Capital LLCCOM84,591$2.83M0.7%––History
CCLCarnival Corp Ltd.UNIT 99/99/9999103,913$2.76M0.6%––History
AVGOBroadcom Inc.Stock5,900$2.74M0.6%––History
ABBVAbbVie Inc.Stock24,987$2.70M0.6%––History
Vanguard S&P 500 ETF922908363ETF7,256$2.64M0.6%–––
MARMarriott International IncStock17,145$2.54M0.6%––History
Schwab US Dividend Equity ETF808524797ETF34,750$2.53M0.6%–––
OKTAOkta, Inc.CL A11,156$2.46M0.6%––History
MACMacerich CoCOM208,801$2.44M0.6%––History
FANGDiamondback Energy, Inc.Stock32,605$2.40M0.6%––History
NEENextera Energy IncStock31,475$2.38M0.6%––History
TWLOTwilio IncCL A6,098$2.08M0.5%––History
DOCUDocuSign, Inc.Stock10,182$2.06M0.5%––History
SPYSPDR S&P 500 ETF TrustETF5,196$2.06M0.5%––History
NOWServiceNow, Inc.Stock3,981$1.99M0.5%––History
FSLYFastly, Inc.CL A29,285$1.97M0.5%––History
iShares U.S. Treasury Bond ETF46429B267ETF72,109$1.89M0.4%–––
iShares Tr464287192US TRSPRTION6,906$1.78M0.4%–––
ARK ETF Tr00214Q302GENOMIC REV ETF19,727$1.75M0.4%–––
NVDANVIDIA CorpStock3,224$1.72M0.4%––History
EQIXEquinix IncCOM2,490$1.69M0.4%––History
PXDPioneer Natural Resources CoCOM10,586$1.68M0.4%––History
GOOGLAlphabet Inc.Stock810$1.67M0.4%––History
BKNGBooking Holdings Inc.Stock688$1.60M0.4%––History
SPDR Series Trust78464A664ST LON TREAS ETF40,780$1.59M0.4%–––
iShares U.S. Regional Banks ETF464288778ETF27,903$1.58M0.4%–––
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD18,843$1.55M0.4%–––
iShares Tr464288752US HOME CONS ETF22,559$1.53M0.4%–––
ARK Innovation ETF00214Q104ETF12,436$1.49M0.3%–––
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD27,497$1.45M0.3%–––
WIXWix.com Ltd.SHS5,202$1.45M0.3%––History
IDXXIDEXX Laboratories IncCOM2,914$1.43M0.3%––History
BAMBrookfield Asset Management Ltd.CL A LTD VT SH31,616$1.41M0.3%––History
iShares Tr464288851US OIL GS EX ETF27,773$1.35M0.3%–––
VanEck ETF Trust92189H607OIL SERVICES ETF7,053$1.35M0.3%–––
ROKURoku, IncCOM CL A4,107$1.34M0.3%––History
VICIVici Properties Inc.COM47,077$1.33M0.3%––History
Vanguard Dividend Appreciation ETF921908844ETF8,949$1.32M0.3%–––
SPDR Series Trust78464A284ST NUVE HIGH ETF22,141$1.31M0.3%–––
BRK.BBerkshire Hathaway IncStock5,095$1.30M0.3%––History
SCHWSchwab Charles CorpStock19,965$1.30M0.3%––History
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF11,563$1.28M0.3%–––
BRBroadridge Financial Solutions, Inc.Stock8,316$1.27M0.3%––History
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL21,858$1.27M0.3%–––
CRMSalesforce, Inc.Stock5,866$1.24M0.3%––History
PLTRPalantir Technologies Inc.Stock52,286$1.22M0.3%––History
First Tr Exch Traded FD III33739P301MUNI HI INCM ETF21,734$1.19M0.3%–––
IRMIron Mountain IncCOM31,871$1.18M0.3%––History
iShares Tr464288844US OIL EQ&SV ETF87,910$1.18M0.3%–––
iShares Tr464287580US CONSUM DISCRE15,584$1.17M0.3%–––
Vanguard Total Bond Market ETF921937835ETF13,750$1.17M0.3%–––
iShares Tr464288794US BR DEL SE ETF12,642$1.17M0.3%–––
TAT&T Inc.Stock38,328$1.16M0.3%––History
NETCloudflare, Inc.CL A COM16,382$1.15M0.3%––History
iShares Tr464287549EXPND TEC SC ETF3,162$1.14M0.3%–––
iShares Semiconductor ETF464287523ETF2,670$1.13M0.3%–––
iShares Core S&P 500 ETF464287200ETF2,796$1.11M0.3%–––
BLKBlackRock, Inc.COM1,465$1.10M0.3%––History
iShares MSCI USA Quality Factor ETF46432F339ETF8,898$1.08M0.3%–––
Schwab U.S. Large-Cap Value ETF808524409ETF16,283$1.06M0.2%–––
JDJD.com, Inc.SPON ADS CL A12,565$1.06M0.2%––History
VACMarriott Vacations Worldwide CorpCOM5,972$1.04M0.2%––History
ULTAUlta Beauty, Inc.Stock3,308$1.02M0.2%––History
iShares Tr464287754US INDUSTRIALS9,511$1.00M0.2%–––
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR26,540$1.00M0.2%–––
State Street SPDR Portfolio S&P 500 ETF78464A854ETF21,442$999.0K0.2%–––
CVSCVS Health CorpStock13,247$997.0K0.2%––History
Vanguard Morningstar Small-Cap ETF922908751ETF4,617$988.0K0.2%–––
MDBMongoDB, Inc.CL A3,683$985.0K0.2%––History
PAYCPaycom Software, Inc.Stock2,645$979.0K0.2%––History
SBUXStarbucks CorpStock8,944$977.0K0.2%––History
iShares Tr464288588MBS ETF8,918$967.0K0.2%–––
COSTCostco Wholesale CorpStock2,734$964.0K0.2%––History
VALEVale S.A.SPONSORED ADS55,145$958.0K0.2%––History
VZVerizon Communications IncStock16,271$946.0K0.2%––History
UPSUnited Parcel Service IncStock5,419$921.0K0.2%––History