Teamwork Financial Advisors, LLC Portfolio Holdings

Teamwork Financial Advisors, LLC

  • $731 Million
  • Q4 2024

Teamwork Financial Advisors, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $731 Million distributed in 176 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $63.6M, Amazon Com Inc with a value of $46.3M, J P Morgan Exchange Traded Fd with a value of $36.1M, Microsoft Corp with a value of $31.9M, and Nvidia Corp with a value of $27.5M.

Examining the 13F form we can see an increase of $11.6M in the current position value, from $720M to 731M.

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

Portfolio value $731 Million
Technology: $197 Million
ETFs: $196 Million
Consumer Cyclical: $77.8 Million
Communication Services: $60.9 Million
Industrials: $58.2 Million
Energy: $38.8 Million
Financial Services: $38.4 Million
Healthcare: $34.6 Million
Other: $30 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.7B
$698,000 0.1% of portfolio
2,411
Q4 2024 Added 6.59%
$8.82B
$666,000 0.09% of portfolio
17,618
Q4 2024 New
$3.51B
$473,000 0.06% of portfolio
10,689
Q4 2024 New
$5.68B
$396,000 0.05% of portfolio
1,953
Q4 2024 Reduced 8.82%
$5.27B
$290,000 0.04% of portfolio
21,693
Q4 2024 Reduced 0.36%
$2.59B
$68,000 0.01% of portfolio
17,417
Q4 2024 Reduced 18.15%

Summary

  • Portfolio
  • No. of Stocks 176
  • Current Value $731 Million
  • Prior Value $720 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 31 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
Track This Portfolio

Track Teamwork Financial Advisors, LLC Portfolio

Follow Teamwork Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Teamwork Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Teamwork Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email