Teamwork Financial Advisors, LLC Portfolio Holdings

Teamwork Financial Advisors, LLC

  • $869 Million
  • Q3 2025

Teamwork Financial Advisors, LLC has filed its 13F form on October 08, 2025 for Q3 2025 where it was disclosed a total value porftolio of $869 Million distributed in 205 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $42.8M, Amazon Com Inc with a value of $38.2M, Spdr Bloomberg 1 3 Month T Bil with a value of $35.3M, Nvidia Corp with a value of $32.5M, and Microsoft Corp with a value of $29.3M.

Examining the 13F form we can see an increase of $95.2M in the current position value, from $774M to 869M.

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

Portfolio value $869 Million
Technology: $322 Million
ETFs: $97.4 Million
Financial Services: $97.3 Million
Industrials: $90.3 Million
Consumer Cyclical: $86.3 Million
Communication Services: $82.8 Million
Consumer Defensive: $33.4 Million
Energy: $29.8 Million
Other: $29.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.35T
$42.8 Million 4.92% of portfolio
168,032
Q3 2025 Added 46.51%
$2.49T
$38.2 Million 4.39% of portfolio
173,942
Q3 2025 Reduced 21.44%
$0
$35.3 Million 4.07% of portfolio
385,234
Q3 2025 Reduced 29.24%
$505B
$32.5 Million 3.74% of portfolio
174,303
Q3 2025 Reduced 21.9%
$3.86T
$29.3 Million 3.37% of portfolio
56,566
Q3 2025 Reduced 16.68%
$0
$28 Million 3.22% of portfolio
490,348
Q3 2025 Reduced 45.99%
$1.44T
$21.5 Million 2.48% of portfolio
48,423
Q3 2025 Added 101.38%
$1.68T
$19.7 Million 2.26% of portfolio
80,831
Q3 2025 Added 116.29%
$1.46T
$18.6 Million 2.14% of portfolio
25,313
Q3 2025 Reduced 26.49%
$413B
$17.5 Million 2.02% of portfolio
108,389
Q3 2025 Added 128.72%
$123B
$17.3 Million 1.99% of portfolio
120,908
Q3 2025 Added 124.29%
$117B
$16.9 Million 1.95% of portfolio
34,498
Q3 2025 Added 213.76%
$913B
$16.8 Million 1.93% of portfolio
53,283
Q3 2025 Reduced 31.08%
$708B
$16.6 Million 1.91% of portfolio
59,144
Q3 2025 Added 107.81%
$64.2B
$16.3 Million 1.87% of portfolio
39,286
Q3 2025 Reduced 28.05%
$498B
$15.9 Million 1.83% of portfolio
13,240
Q3 2025 Reduced 21.61%
$403B
$15.6 Million 1.8% of portfolio
16,881
Q3 2025 Reduced 13.19%
$65.9B
$15.2 Million 1.75% of portfolio
74,809
Q3 2025 Added 253.52%
$270B
$15 Million 1.72% of portfolio
45,115
Q3 2025 Added 212.93%
$305B
$14.7 Million 1.69% of portfolio
30,858
Q3 2025 Added 296.58%
$82.5B
$14.2 Million 1.63% of portfolio
107,875
Q3 2025 Added 258.17%
$41B
$14.1 Million 1.62% of portfolio
57,320
Q3 2025 Added 395.55%
$150B
$13.7 Million 1.57% of portfolio
41,495
Q3 2025 Added 481.08%
$171B
$13.4 Million 1.54% of portfolio
12,384
Q3 2025 Added 299.1%
$269B
$13.3 Million 1.52% of portfolio
16,641
Q3 2025 Reduced 40.71%
$87.2B
$12.9 Million 1.49% of portfolio
118,621
Q3 2025 Added 377.58%
$52B
$12.9 Million 1.49% of portfolio
18,045
Q3 2025 Added 233.06%
$338B
$12.9 Million 1.49% of portfolio
42,955
Q3 2025 Added 344.76%
$35.2B
$12.7 Million 1.46% of portfolio
188,100
Q3 2025 Added 431.09%
$152B
$12.3 Million 1.42% of portfolio
32,879
Q3 2025 Added 396.59%
$92.9B
$12.3 Million 1.42% of portfolio
35,104
Q3 2025 Added 348.9%
$2.52B
$12.2 Million 1.4% of portfolio
37,733
Q3 2025 Added 449.4%
$159B
$12.1 Million 1.39% of portfolio
24,819
Q3 2025 Added 254.2%
$33.9B
$12 Million 1.38% of portfolio
34,755
Q3 2025 New
$34.4B
$12 Million 1.38% of portfolio
73,416
Q3 2025 Added 1,842.22%
$33.4B
$11.3 Million 1.3% of portfolio
52,817
Q3 2025 New
$78.4B
$11 Million 1.27% of portfolio
56,363
Q3 2025 New
$477B
$8.25 Million 0.95% of portfolio
73,177
Q3 2025 Added 2.01%
$1.56T
$5.53 Million 0.64% of portfolio
19,797
Q3 2025 Added 6.21%
$1.72T
$4.33 Million 0.5% of portfolio
17,760
Q3 2025 Added 1.67%
$203B
$4.26 Million 0.49% of portfolio
25,612
Q3 2025 Added 36.9%
$65.4B
$3.94 Million 0.45% of portfolio
23,136
Q3 2025 Reduced 0.18%
$0
$3.61 Million 0.42% of portfolio
73,221
Q3 2025 Reduced 91.17%
$158B
$3.59 Million 0.41% of portfolio
10,186
Q3 2025 Added 62.53%
$191B
$3.57 Million 0.41% of portfolio
36,460
Q3 2025 Added 8.62%
$621B
$3.48 Million 0.4% of portfolio
6,924
Q3 2025 Reduced 4.65%
$0
$3.2 Million 0.37% of portfolio
59,429
Q3 2025 Added 15.0%
$0
$3.13 Million 0.36% of portfolio
54,486
Q3 2025 Reduced 87.92%
$25.5B
$3 Million 0.35% of portfolio
20,973
Q3 2025 Reduced 36.99%

Summary

  • Portfolio
  • No. of Stocks 205
  • Current Value $869 Million
  • Prior Value $774 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 08, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
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