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CIK: 0001629931
Total reported value
$1.1B
$1.1B
179 檔
17.0%
The Q1 2024 SEC filing reveals that Teamwork Financial Advisors, LLC held a total portfolio value of $1.1B, covering 179 public equity positions.
During Q1 2024, Teamwork Financial Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.76% | -0.15% | -47.80% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.76% | -0.44% | -23.12% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.91% | -0.43% | +33.87% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.38% | -0.51% | +13.93% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.00% | -0.02% | +45.12% | |
| 6 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 2.80% | — | +2801.35% | |
| 7 | FANG | Diamondback Energy Inc | Stock-Energy | 2.65% | -0.15% | -43.10% | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.58% | -0.05% | +14.50% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.28% | +0.14% | +10.98% | |
| 10 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.22% | — | +25.47% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.03% | -0.17% | +36.57% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.98% | +0.01% | +20.00% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.85% | +0.02% | NEW | |
| 14 | KLAC | Kla CORP | Stock-Tech | 1.80% | +0.54% | +48.65% | |
| 15 | ANETEUR | Arista Networks Inc | Stock-Other | 1.80% | — | +32.91% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-Other | 1.79% | +0.02% | +2761.67% | |
| 17 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 1.71% | — | +2742.57% | |
| 18 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.68% | -0.10% | +39.97% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.67% | — | +1.41% | |
| 20 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.65% | -1.04% | +616.01% | |
| 21 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.59% | -0.02% | +32.09% | |
| 22 | TDG | Transdigm Group Inc | Stock-Industrials | 1.58% | — | +58.59% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.56% | -0.17% | +1983.74% | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 1.56% | +0.68% | +79.91% | |
| 25 | GWW | Ww Grainger Inc | Stock-Industrials | 1.55% | — | +46.43% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 1.49% | -0.65% | +3476.51% | |
| 27 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.42% | +0.99% | -63.74% | |
| 28 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.37% | — | +922.22% | |
| 29 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.35% | — | — | |
| 30 | NOW | Servicenow Inc | Stock-Tech | 1.35% | +1.04% | +1033.96% | |
| 31 | INTU | Intuit Inc | Stock-Tech | 1.31% | — | — | |
| 32 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.11% | -0.16% | — | |
| 33 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.01% | — | +21.52% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.00% | -0.02% | +17.58% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | -0.08% | -19.37% | |
| 36 | AMD | Advanced Micro Devices | Stock-Tech | 0.82% | +0.25% | -1.65% | |
| 37 | EPD | Enterprise Products Partners | Stock-Energy | 0.75% | -0.13% | -32.55% | |
| 38 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.75% | +0.02% | NEW | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.62% | -0.75% | -58.65% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | -0.05% | -6.00% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.59% | +0.07% | +0.61% | |
| 42 | AXP | American Express Co | Stock-Financials | 0.47% | -0.02% | +5.67% | |
| 43 | HDV | Ishares Core High Dividend E | ETF-Other | 0.47% | -0.01% | -5.90% | |
| 44 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.46% | -0.04% | -18.88% | |
| 45 | DIVY | Tidal ETF Trust - Sound Equity Income ETF | ETF-Other | 0.43% | — | -0.32% | |
| 46 | DVN | Devon Energy CORP | Stock-Energy | 0.43% | -0.02% | EXIT | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | -0.08% | -20.13% | |
| 48 | PSX | Phillips 66 | Stock-Energy | 0.41% | -0.02% | +129.63% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.39% | +0.16% | -63.16% | |
| 50 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.37% | +0.12% | -61.01% |
According to official SEC Form 13F filings, Teamwork Financial Advisors, LLC reported a total U.S. public equity portfolio value of $1.1B across 179 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AMZN) accounted for 17.0% of total reported equity market value during Q1 2024.
During Q1 2024, Teamwork Financial Advisors, LLC's top holdings by market value included AAPL (10.8%)、MSFT (5.8%)、AMZN (4.9%). The largest single position, AAPL, represented 10.8% of total portfolio value.
In Q1 2024, Teamwork Financial Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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