Teamwork Financial Advisors, LLC has filed its 13F form on October 08, 2025 for Q3 2025 where it was disclosed a total value porftolio of $869 Million distributed in 205 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $42.8M, Amazon Com Inc with a value of $38.2M, Spdr Bloomberg 1 3 Month T Bil with a value of $35.3M, Nvidia Corp with a value of $32.5M, and Microsoft Corp with a value of $29.3M.

Examining the 13F form we can see an increase of $95.2M in the current position value, from $774M to 869M.

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

Portfolio value $869 Million
Technology: $322 Million
ETFs: $97.4 Million
Financial Services: $97.3 Million
Industrials: $90.3 Million
Consumer Cyclical: $86.3 Million
Communication Services: $82.8 Million
Consumer Defensive: $33.4 Million
Energy: $29.8 Million
Other: $29.2 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 205
  • Current Value $869 Million
  • Prior Value $774 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 08, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
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