Teamwork Financial Advisors, LLC Portfolio Holdings

Teamwork Financial Advisors, LLC

  • $869 Million
  • Q3 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$66.5B
$2.68 Million 0.31% of portfolio
85,681
Q3 2025 Added 123.77%
$255B
$2.51 Million 0.29% of portfolio
14,974
Q3 2025 Added 0.36%
$119B
$2.4 Million 0.28% of portfolio
9,737
Q3 2025 Reduced 85.03%
$198B
$2.31 Million 0.27% of portfolio
16,443
Q3 2025 Added 27.85%
$217B
$2.35 Million 0.27% of portfolio
17,549
Q3 2025 Reduced 32.86%
$551B
$2.37 Million 0.27% of portfolio
6,957
Q3 2025 Added 4.04%
$192B
$2.23 Million 0.26% of portfolio
4,981
Q3 2025 Reduced 86.01%
$0
$2.27 Million 0.26% of portfolio
36,252
Q3 2025 Added 2.37%
$0
$2.15 Million 0.25% of portfolio
27,476
Q3 2025 Reduced 3.64%
$0
$2.13 Million 0.24% of portfolio
48,963
Q3 2025 Added 0.25%
$138B
$2.09 Million 0.24% of portfolio
81,894
Q3 2025 Added 27.09%
$79B
$2.05 Million 0.24% of portfolio
30,562
Q3 2025 Reduced 39.7%
$312B
$2.03 Million 0.23% of portfolio
5,889
Q3 2025 Added 30.61%
$3.64B
$1.92 Million 0.22% of portfolio
109,168
Q3 2025 Added 49.86%
$24.5B
$1.95 Million 0.22% of portfolio
73,772
Q3 2025 Reduced 27.14%
$9.09B
$1.8 Million 0.21% of portfolio
21,577
Q3 2025 Added 22.5%
$261B
$1.75 Million 0.2% of portfolio
7,378
Q3 2025 Added 53.68%
$68.6B
$1.76 Million 0.2% of portfolio
21,059
Q3 2025 Added 35.38%
$0
$1.77 Million 0.2% of portfolio
2,895
Q3 2025 Reduced 8.68%
$111B
$1.64 Million 0.19% of portfolio
29,546
Q3 2025 Added 60.68%
$61.9B
$1.49 Million 0.17% of portfolio
13,288
Q3 2025 Reduced 0.05%
$205B
$1.52 Million 0.17% of portfolio
7,412
Q3 2025 Reduced 0.98%
$0
$1.45 Million 0.17% of portfolio
2,418
Q3 2025 Added 12.26%
$0
$1.34 Million 0.15% of portfolio
31,945
Q3 2025 Reduced 50.21%
$21.8B
$1.14 Million 0.13% of portfolio
23,258
Q3 2025 Added 33.28%
$0
$1.11 Million 0.13% of portfolio
16,353
Q3 2025 Added 4.95%
$0
$1.06 Million 0.12% of portfolio
8,629
Q3 2025 Reduced 10.3%
$117B
$1.05 Million 0.12% of portfolio
451
Q3 2025 Added 4.64%
$35.9B
$964,000 0.11% of portfolio
15,873
Q3 2025 Reduced 6.57%
$0
$919,000 0.11% of portfolio
1,374
Q3 2025 Reduced 6.59%
$70.5B
$909,000 0.1% of portfolio
690
Q3 2025 Reduced 26.2%
$276B
$842,000 0.1% of portfolio
8,170
Q3 2025 Added 18.37%
$166B
$762,000 0.09% of portfolio
17,349
Q3 2025 Reduced 7.63%
$0
$819,000 0.09% of portfolio
14,257
Q3 2025 Reduced 81.14%
$9.83B
$796,000 0.09% of portfolio
18,858
Q3 2025 Reduced 4.46%
$29B
$717,000 0.08% of portfolio
21,989
Q3 2025 Reduced 0.67%
$0
$725,000 0.08% of portfolio
4,704
Q3 2025 Reduced 61.17%
$273B
$720,000 0.08% of portfolio
2,552
Q3 2025 Reduced 16.46%
$102B
$574,000 0.07% of portfolio
8,697
Q3 2025 Reduced 6.89%
$375B
$588,000 0.07% of portfolio
2,542
Q3 2025 Reduced 20.76%
$3.77B
$578,000 0.07% of portfolio
9,969
Q3 2025 Reduced 0.14%
$175B
$623,000 0.07% of portfolio
22,069
Q3 2025 Added 1.05%
$0
$520,000 0.06% of portfolio
3,692
Q3 2025 Reduced 2.82%
$302B
$503,000 0.06% of portfolio
3,242
Q3 2025 Added 1.0%
$387B
$503,000 0.06% of portfolio
1,243
Q3 2025 Added 32.23%
$10.1B
$514,000 0.06% of portfolio
1,202
Q2 2025 New
$58.6B
$515,000 0.06% of portfolio
18,212
Q3 2025 Reduced 10.0%
$0
$480,000 0.06% of portfolio
10,234
Q3 2025 Added 8.7%
$13.6B
$496,000 0.06% of portfolio
7,352
Q3 2025 Reduced 1.29%

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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