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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$2.36 Million 0.31% of portfolio
6,621
Q2 2025 Reduced 36.34%
$46.3B
$2.41 Million 0.31% of portfolio
11,567
Q2 2025 Reduced 27.27%
$0
$2.22 Million 0.29% of portfolio
35,413
Q2 2025 Reduced 86.84%
$32.9B
$2.22 Million 0.29% of portfolio
35,418
Q2 2025 New
$85.4B
$2.26 Million 0.29% of portfolio
24,838
Q2 2025 Reduced 34.51%
$0
$2.07 Million 0.27% of portfolio
28,514
Q2 2025 Reduced 3.38%
$0
$2.05 Million 0.26% of portfolio
48,843
Q2 2025 Added 2.32%
$120B
$1.97 Million 0.25% of portfolio
7,141
Q2 2025 Reduced 31.02%
$129B
$1.84 Million 0.24% of portfolio
14,921
Q2 2025 Reduced 1.11%
$20.4B
$1.84 Million 0.24% of portfolio
101,251
Q2 2025 Added 26.17%
$0
$1.87 Million 0.24% of portfolio
70,668
Q2 2025 Reduced 31.53%
$0
$1.79 Million 0.23% of portfolio
12,114
Q2 2025 Reduced 92.03%
$0
$1.8 Million 0.23% of portfolio
3,170
Q2 2025 Reduced 3.24%
$205B
$1.7 Million 0.22% of portfolio
12,861
Q2 2025 Added 34.98%
$73.2B
$1.59 Million 0.21% of portfolio
13,295
Q2 2025 Added 238.81%
$63.8B
$1.57 Million 0.2% of portfolio
15,555
Q2 2025 Added 34.48%
$139B
$1.56 Million 0.2% of portfolio
64,438
Q2 2025 Added 28.77%
$138B
$1.37 Million 0.18% of portfolio
7,485
Q2 2025 Reduced 19.34%
$290B
$1.41 Million 0.18% of portfolio
4,509
Q2 2025 Added 689.67%
$75.9B
$1.42 Million 0.18% of portfolio
935
Q2 2025 Reduced 92.34%
$256B
$1.31 Million 0.17% of portfolio
4,801
Q2 2025 Added 0.23%
$13.5B
$1.28 Million 0.17% of portfolio
17,614
Q2 2025 Added 34.15%
$3.88B
$1.33 Million 0.17% of portfolio
72,845
Q2 2025 New
$127B
$1.27 Million 0.16% of portfolio
18,388
Q2 2025 Reduced 42.33%
$24.3B
$1.26 Million 0.16% of portfolio
17,451
Q2 2025 Reduced 24.98%
$0
$1.13 Million 0.15% of portfolio
9,620
Q2 2025 Reduced 5.1%
$69.9B
$1.19 Million 0.15% of portfolio
38,289
Q2 2025 Reduced 2.63%
$124B
$1.13 Million 0.15% of portfolio
431
Q2 2025 Reduced 5.07%
$0
$1.19 Million 0.15% of portfolio
2,154
Q2 2025 Reduced 0.65%
$0
$996,000 0.13% of portfolio
15,582
Q2 2025 Added 12.35%
$36.3B
$978,000 0.13% of portfolio
16,990
Q2 2025 Reduced 2.38%
$0
$913,000 0.12% of portfolio
1,471
Q2 2025 Reduced 3.29%
$218B
$900,000 0.12% of portfolio
3,055
Q2 2025 Added 0.16%
$186B
$812,000 0.1% of portfolio
18,782
Q2 2025 Reduced 1.74%
$9.97B
$723,000 0.09% of portfolio
19,738
Q2 2025 Added 6.89%
$0
$731,000 0.09% of portfolio
4,025
Q2 2025 Reduced 6.46%
$32.5B
$721,000 0.09% of portfolio
22,138
Q2 2025 Added 1.06%
$263B
$674,000 0.09% of portfolio
6,902
Q2 2025 Added 13.0%
$4.07B
$581,000 0.08% of portfolio
9,983
Q2 2025 Reduced 9.11%
$185B
$587,000 0.08% of portfolio
571
Q2 2025 Reduced 10.36%
$209B
$632,000 0.08% of portfolio
21,839
Q2 2025 Reduced 1.46%
$0
$655,000 0.08% of portfolio
16,458
Q2 2025 Reduced 69.17%
$372B
$595,000 0.08% of portfolio
3,208
Q2 2025 Reduced 94.0%
$60.6B
$594,000 0.08% of portfolio
20,235
Q2 2025 Reduced 8.34%
$0
$649,000 0.08% of portfolio
5,946
Q2 2025 Reduced 14.96%
$39.6B
$539,000 0.07% of portfolio
1,718
Q2 2025 Reduced 33.26%
$0
$548,000 0.07% of portfolio
4,066
Q2 2025 Reduced 96.89%
$10.1B
$514,000 0.07% of portfolio
1,202
Q2 2025 New
$51.2B
$574,000 0.07% of portfolio
552
Q2 2025 Reduced 47.83%

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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