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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.32T
$48.6 Million 6.27% of portfolio
221,407
Q2 2025 Added 1.41%
$416B
$35.3 Million 4.55% of portfolio
223,165
Q2 2025 Reduced 11.09%
$3.77T
$33.8 Million 4.36% of portfolio
67,893
Q2 2025 Added 68.08%
$1.58T
$25.4 Million 3.28% of portfolio
34,437
Q2 2025 Added 8.71%
$3.45T
$23.5 Million 3.04% of portfolio
114,689
Q2 2025 Reduced 44.08%
$530B
$22.6 Million 2.92% of portfolio
16,890
Q2 2025 Added 2.01%
$855B
$22.4 Million 2.89% of portfolio
77,311
Q2 2025 Reduced 0.04%
$56.5B
$20.6 Million 2.67% of portfolio
54,605
Q2 2025 Added 370.17%
$239B
$19.9 Million 2.57% of portfolio
28,065
Q2 2025 Added 441.9%
$181B
$19.3 Million 2.5% of portfolio
35,598
Q2 2025 Added 1.32%
$417B
$19.3 Million 2.49% of portfolio
19,447
Q2 2025 Added 15.49%
$145B
$17.4 Million 2.24% of portfolio
65,023
Q2 2025 Added 432.23%
$452B
$7.73 Million 1.0% of portfolio
71,732
Q2 2025 Added 0.84%
$1.05T
$7.64 Million 0.99% of portfolio
24,045
Q2 2025 Reduced 71.03%
$250B
$6.72 Million 0.87% of portfolio
47,390
Q2 2025 Reduced 13.11%
$1.14T
$6.59 Million 0.85% of portfolio
37,372
Q2 2025 Reduced 28.37%
$101B
$5.6 Million 0.72% of portfolio
10,995
Q2 2025 Reduced 10.46%
$85.1B
$5.05 Million 0.65% of portfolio
53,906
Q2 2025 Added 145.43%
$25.2B
$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%
$51.2B
$4.49 Million 0.58% of portfolio
5,418
Q2 2025 Reduced 18.61%
$58.9B
$4.33 Million 0.56% of portfolio
21,161
Q2 2025 Added 0.68%
$1.22T
$4.22 Million 0.55% of portfolio
18,640
Q2 2025 Added 25.64%
$85.3B
$4.02 Million 0.52% of portfolio
30,118
Q2 2025 Reduced 32.26%
$293B
$3.86 Million 0.5% of portfolio
28,332
Q2 2025 Reduced 6.67%
$87.9B
$3.77 Million 0.49% of portfolio
50,684
Q2 2025 Added 12.86%
$169B
$3.69 Million 0.48% of portfolio
7,007
Q2 2025 Reduced 2.27%
$220B
$3.56 Million 0.46% of portfolio
26,139
Q2 2025 Added 1.55%
$622B
$3.53 Million 0.46% of portfolio
7,262
Q2 2025 Reduced 81.72%
$1.17T
$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%
$55.9B
$3.12 Million 0.4% of portfolio
23,178
Q2 2025 Added 0.67%
$220B
$3.02 Million 0.39% of portfolio
7,781
Q2 2025 Reduced 34.19%
$177B
$2.98 Million 0.38% of portfolio
18,709
Q2 2025 Added 2.94%
$3.98B
$2.78 Million 0.36% of portfolio
6,868
Q2 2025 Reduced 18.16%
$126B
$2.78 Million 0.36% of portfolio
3,103
Q2 2025 Added 218.91%
$283B
$2.49 Million 0.32% of portfolio
9,658
Q2 2025 New
$87.7B
$2.41 Million 0.31% of portfolio
7,820
Q2 2025 Reduced 40.02%
$173B
$2.42 Million 0.31% of portfolio
6,267
Q2 2025 Added 12.8%
$575B
$2.37 Million 0.31% of portfolio
6,687
Q2 2025 Reduced 5.96%
$148B
$2.36 Million 0.31% of portfolio
6,621
Q2 2025 Reduced 36.34%
$43.6B
$2.41 Million 0.31% of portfolio
11,567
Q2 2025 Reduced 27.27%
$31.4B
$2.22 Million 0.29% of portfolio
35,418
Q2 2025 New
$79.9B
$2.26 Million 0.29% of portfolio
24,838
Q2 2025 Reduced 34.51%
$113B
$1.97 Million 0.25% of portfolio
7,141
Q2 2025 Reduced 31.02%
$119B
$1.84 Million 0.24% of portfolio
14,921
Q2 2025 Reduced 1.11%
$16.8B
$1.84 Million 0.24% of portfolio
101,251
Q2 2025 Added 26.17%
$201B
$1.7 Million 0.22% of portfolio
12,861
Q2 2025 Added 34.98%
$69.1B
$1.59 Million 0.21% of portfolio
13,295
Q2 2025 Added 238.81%

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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