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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.88B
$2.78 Million 0.36% of portfolio
6,868
Q2 2025 Reduced 18.16%
$3.81B
$1.33 Million 0.17% of portfolio
72,845
Q2 2025 New
$8.52B
$723,000 0.09% of portfolio
19,738
Q2 2025 Added 6.89%
$4.42B
$581,000 0.08% of portfolio
9,983
Q2 2025 Reduced 9.11%
$5.27B
$279,000 0.04% of portfolio
20,839
Q2 2025 Added 0.2%
$2.49B
$74,000 0.01% of portfolio
17,337
Q2 2025 Reduced 0.65%

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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