Teamwork Financial Advisors, LLC Portfolio Holdings

Teamwork Financial Advisors, LLC

  • $774 Million
  • Q2 2025

Teamwork Financial Advisors, LLC has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $774 Million distributed in 190 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $51.6M, Spdr Bloomberg 1 3 Month T Bil with a value of $49.9M, Amazon Com Inc with a value of $48.6M, Ft Cboe Vest S&P 500 Dividend with a value of $40.7M, and Nvidia Corp with a value of $35.3M.

Examining the 13F form we can see an increase of $60.3M in the current position value, from $714M to 774M.

Below you can find more details about Teamwork Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $774 Million
ETFs: $243 Million
Technology: $177 Million
Financial Services: $87.5 Million
Consumer Cyclical: $72.9 Million
Communication Services: $61.2 Million
Industrials: $41.5 Million
Healthcare: $29.3 Million
Energy: $28.4 Million
Other: $31.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$51.6 Million 6.67% of portfolio
907,939
Q2 2025 Added 20.47%
$0
$49.9 Million 6.45% of portfolio
544,415
Q2 2025 Added 166.06%
$2.26T
$48.6 Million 6.27% of portfolio
221,407
Q2 2025 Added 1.41%
$0
$40.7 Million 5.26% of portfolio
829,178
Q2 2025 New
$456B
$35.3 Million 4.55% of portfolio
223,165
Q2 2025 Reduced 11.09%
$3.95T
$33.8 Million 4.36% of portfolio
67,893
Q2 2025 Added 68.08%
$0
$27.7 Million 3.57% of portfolio
999,701
Q2 2025 Added 46.96%
$1.78T
$25.4 Million 3.28% of portfolio
34,437
Q2 2025 Added 8.71%
$0
$24.5 Million 3.17% of portfolio
451,024
Q2 2025 Reduced 19.23%
$3.69T
$23.5 Million 3.04% of portfolio
114,689
Q2 2025 Reduced 44.08%
$545B
$22.6 Million 2.92% of portfolio
16,890
Q2 2025 Added 2.01%
$859B
$22.4 Million 2.89% of portfolio
77,311
Q2 2025 Reduced 0.04%
$56B
$20.6 Million 2.67% of portfolio
54,605
Q2 2025 Added 370.17%
$254B
$19.9 Million 2.57% of portfolio
28,065
Q2 2025 Added 441.9%
$169B
$19.3 Million 2.5% of portfolio
35,598
Q2 2025 Added 1.32%
$439B
$19.3 Million 2.49% of portfolio
19,447
Q2 2025 Added 15.49%
$106B
$15.3 Million 1.98% of portfolio
50,331
Q2 2025 Reduced 25.37%
$442B
$7.73 Million 1.0% of portfolio
71,732
Q2 2025 Added 0.84%
$1.08T
$7.64 Million 0.99% of portfolio
24,045
Q2 2025 Reduced 71.03%
$282B
$6.72 Million 0.87% of portfolio
47,390
Q2 2025 Reduced 13.11%
$1.21T
$6.59 Million 0.85% of portfolio
37,372
Q2 2025 Reduced 28.37%
$684B
$6.22 Million 0.8% of portfolio
28,460
Q2 2025 Reduced 7.7%
$93.6B
$5.6 Million 0.72% of portfolio
10,995
Q2 2025 Reduced 10.46%
$95.5B
$5.05 Million 0.65% of portfolio
53,906
Q2 2025 Added 145.43%
$24.6B
$4.57 Million 0.59% of portfolio
33,286
Q2 2025 Reduced 4.47%
$227B
$4.6 Million 0.59% of portfolio
14,417
Q2 2025 Added 3.51%
$54.9B
$4.49 Million 0.58% of portfolio
5,418
Q2 2025 Reduced 18.61%
$52.5B
$4.33 Million 0.56% of portfolio
21,161
Q2 2025 Added 0.68%
$1.27T
$4.22 Million 0.55% of portfolio
18,640
Q2 2025 Added 25.64%
$0
$4.16 Million 0.54% of portfolio
75,582
Q2 2025 Reduced 83.84%
$78.6B
$4.02 Million 0.52% of portfolio
30,118
Q2 2025 Reduced 32.26%
$367B
$3.86 Million 0.5% of portfolio
28,332
Q2 2025 Reduced 6.67%
$78.6B
$3.77 Million 0.49% of portfolio
50,684
Q2 2025 Added 12.86%
$182B
$3.69 Million 0.48% of portfolio
7,007
Q2 2025 Reduced 2.27%
$229B
$3.56 Million 0.46% of portfolio
26,139
Q2 2025 Added 1.55%
$621B
$3.53 Million 0.46% of portfolio
7,262
Q2 2025 Reduced 81.72%
$1.24T
$3.1 Million 0.4% of portfolio
17,469
Q2 2025 Reduced 7.41%
$182B
$3.13 Million 0.4% of portfolio
33,568
Q2 2025 Reduced 84.34%
$51.4B
$3.12 Million 0.4% of portfolio
23,178
Q2 2025 Added 0.67%
$218B
$3.02 Million 0.39% of portfolio
7,781
Q2 2025 Reduced 34.19%
$173B
$2.98 Million 0.38% of portfolio
18,709
Q2 2025 Added 2.94%
$3.68B
$2.78 Million 0.36% of portfolio
6,868
Q2 2025 Reduced 18.16%
$133B
$2.78 Million 0.36% of portfolio
3,103
Q2 2025 Added 218.91%
$0
$2.71 Million 0.35% of portfolio
51,676
Q2 2025 Reduced 30.6%
$0
$2.53 Million 0.33% of portfolio
64,163
Q2 2025 Added 1.05%
$306B
$2.49 Million 0.32% of portfolio
9,658
Q2 2025 New
$97B
$2.41 Million 0.31% of portfolio
7,820
Q2 2025 Reduced 40.02%
$157B
$2.42 Million 0.31% of portfolio
6,267
Q2 2025 Added 12.8%
$551B
$2.37 Million 0.31% of portfolio
6,687
Q2 2025 Reduced 5.96%

Summary

  • Portfolio
  • No. of Stocks 190
  • Current Value $774 Million
  • Prior Value $714 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 19 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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