Teamwork Financial Advisors, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $714 Million distributed in 173 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $45.6M, J P Morgan Exchange Traded Fd with a value of $42.7M, Amazon Com Inc with a value of $41.5M, J P Morgan ETF Tr Nasdaq Equit with a value of $28.9M, and Nvidia Corp with a value of $27.2M.
Examining the 13F form we can see an decrease of $17.3M in the current position value, from $731M to 714M.
Below you can find more details about Teamwork Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$714 Million
ETFs: $236 Million
Technology: $159 Million
Consumer Cyclical: $73.3 Million
Financial Services: $64 Million
Communication Services: $50.8 Million
Healthcare: $37.7 Million
Industrials: $37.6 Million
Energy: $27.6 Million
Other: $25.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions