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
$224B
$442,000 0.05% of portfolio
2,728
Q3 2025 Added 6.6%
$29.9B
$455,000 0.05% of portfolio
4,469
Q3 2025 Reduced 0.16%
$71.7B
$460,000 0.05% of portfolio
2,144
Q3 2025 Added 9.44%
$0
$452,000 0.05% of portfolio
679
Q3 2025 Reduced 2.16%
$0
$409,000 0.05% of portfolio
15,210
Q3 2025 Reduced 18.25%
$0
$471,000 0.05% of portfolio
18,900
Q3 2025 Added 2.16%
$0
$429,000 0.05% of portfolio
4,109
Q3 2025 Reduced 15.02%
$127B
$425,000 0.05% of portfolio
1,196
Q3 2025 Reduced 97.62%
$88B
$404,000 0.05% of portfolio
1,792
Q3 2025 Added 30.52%
$186B
$420,000 0.05% of portfolio
457
Q3 2025 Reduced 19.96%
$0
$395,000 0.05% of portfolio
4,427
Q3 2025 Added 5.73%
$0
$422,000 0.05% of portfolio
4,847
Q3 2025 Reduced 0.06%
$0
$437,000 0.05% of portfolio
3,684
Q3 2025 Reduced 38.04%
$63.9B
$396,000 0.05% of portfolio
5,453
Q3 2025 Added 10.32%
$421B
$398,000 0.05% of portfolio
412
Q3 2025 Reduced 0.72%
$0
$432,000 0.05% of portfolio
1,687
Q3 2025 Reduced 1.29%
$0
$326,000 0.04% of portfolio
10,234
Q3 2025 Reduced 15.43%
$494B
$375,000 0.04% of portfolio
2,026
Q3 2025 New
$94.4B
$358,000 0.04% of portfolio
7,095
Q3 2025 Reduced 9.0%
$262B
$317,000 0.04% of portfolio
1,899
Q3 2025 New
$0
$376,000 0.04% of portfolio
1,800
Q3 2025 Reduced 0.28%
$52B
$352,000 0.04% of portfolio
20,516
Q3 2025 Reduced 9.53%
$0
$314,000 0.04% of portfolio
6,235
Q3 2025 Added 0.32%
$0
$390,000 0.04% of portfolio
6,208
Q3 2025 Added 0.27%
$0
$327,000 0.04% of portfolio
1,799
Q3 2025 Reduced 5.17%
$129B
$324,000 0.04% of portfolio
651
Q3 2025 Added 36.19%
$47.4B
$370,000 0.04% of portfolio
1,236
Q3 2025 Reduced 28.06%
$120B
$336,000 0.04% of portfolio
1,557
Q3 2025 Reduced 26.17%
$24B
$238,000 0.03% of portfolio
1,396
Q2 2025 Added 3.71%
$24.5B
$278,000 0.03% of portfolio
1,346
Q3 2025 Added 44.42%
$163B
$259,000 0.03% of portfolio
1,796
Q3 2025 Reduced 14.76%
$5.27B
$246,000 0.03% of portfolio
18,392
Q3 2025 Reduced 11.74%
$115B
$246,000 0.03% of portfolio
4,643
Q3 2025 Reduced 6.95%
$300B
$230,000 0.03% of portfolio
3,362
Q3 2025 New
$0
$258,000 0.03% of portfolio
787
Q3 2025 Reduced 17.33%
$95.4B
$244,000 0.03% of portfolio
906
Q3 2025 Added 7.86%
$21.3B
$235,000 0.03% of portfolio
6,724
Q3 2025 Reduced 20.48%
$0
$296,000 0.03% of portfolio
6,780
Q3 2025 Reduced 58.8%
$49.5B
$231,000 0.03% of portfolio
243
Q3 2025 Reduced 55.98%
$65.5B
$265,000 0.03% of portfolio
1,952
Q3 2025 Reduced 12.03%
$66B
$220,000 0.03% of portfolio
934
Q3 2025 Added 0.32%
$41.9B
$299,000 0.03% of portfolio
200
Q3 2025 Reduced 76.61%
$526B
$219,000 0.03% of portfolio
386
Q3 2025 New
$172B
$239,000 0.03% of portfolio
2,509
Q3 2025 Added 12.06%
$5.93B
$208,000 0.02% of portfolio
1,937
Q3 2025 New
$298B
$203,000 0.02% of portfolio
3,063
Q3 2025 New
$205B
$200,000 0.02% of portfolio
1,751
Q3 2025 Reduced 2.45%
$38.4B
$214,000 0.02% of portfolio
4,531
Q3 2025 Reduced 10.22%
$0
$204,000 0.02% of portfolio
1,468
Q3 2025 Reduced 63.9%

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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