Teamwork Financial Advisors, LLC Portfolio Holdings

Teamwork Financial Advisors, LLC

  • $720 Million
  • Q3 2024

Teamwork Financial Advisors, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $720 Million distributed in 159 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $59.2M, J P Morgan Exchange Traded Fd with a value of $35M, Amazon Com Inc with a value of $33.3M, Microsoft Corp with a value of $32M, and Nvidia Corp with a value of $25.7M.

Examining the 13F form we can see an increase of $44.9M in the current position value, from $675M to 720M.

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

Portfolio value $720 Million
Technology: $210 Million
ETFs: $206 Million
Industrials: $58 Million
Communication Services: $53.2 Million
Consumer Cyclical: $48.1 Million
Energy: $46 Million
Healthcare: $42.4 Million
Financial Services: $28.9 Million
Other: $26.8 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.6B
$341,000 0.05% of portfolio
2,142
Q3 2024 Reduced 11.56%
$3.4B
$381,000 0.05% of portfolio
2,262
Q3 2024 New
$5.27B
$291,000 0.04% of portfolio
21,771
Q3 2024 Reduced 1.49%
$2.29B
$262,000 0.04% of portfolio
2,500
Q3 2024 New
$6.19B
$269,000 0.04% of portfolio
8,800
Q3 2024 New
$4.28B
$269,000 0.04% of portfolio
5,027
Q3 2024 New
$2.14B
$310,000 0.04% of portfolio
4,750
Q3 2024 New
$5.38B
$249,000 0.03% of portfolio
2,700
Q3 2024 New
$5.21B
$108,000 0.02% of portfolio
10,343
Q3 2024 New
$2.31B
$124,000 0.02% of portfolio
21,280
Q3 2024 Reduced 30.58%

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $720 Million
  • Prior Value $675 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 35 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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