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CIK: 0001629931
Total reported value
$1.1B
$1.1B
137 檔
16.2%
According to the latest 13F quarterly dataset, Teamwork Financial Advisors, LLC managed an equity portfolio of $1.1B at the end of Q2 2024, spanning 137 distinct U.S. exchange-listed positions.
During Q2 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 | 7.61% | -0.15% | -40.20% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.31% | -0.43% | +4.82% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.96% | -0.05% | +104.30% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.69% | -0.44% | -20.48% | |
| 5 | FANG | Diamondback Energy Inc | Stock-Energy | 3.86% | -0.15% | +49.68% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.73% | -0.51% | +546.97% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.16% | -0.02% | +16.45% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.04% | +0.14% | +14.76% | |
| 9 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 2.85% | — | +19.32% | |
| 10 | ANETEUR | Arista Networks Inc | Stock-Other | 2.62% | — | +25.07% | |
| 11 | XLI | Ss Industrial Select Sector | ETF-Other | 2.42% | +0.02% | +44.95% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 2.33% | +0.68% | +38.22% | |
| 13 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.28% | -0.02% | +33.56% | |
| 14 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.27% | -1.04% | +19.16% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.20% | -0.17% | +8.13% | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 2.06% | -0.65% | +29.16% | |
| 17 | NOW | Servicenow Inc | Stock-Tech | 2.00% | +1.04% | +48.86% | |
| 18 | XLF | Ss Financial Select Sector | ETF-Other | 1.97% | -0.10% | +1461.96% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.97% | -0.17% | +29.31% | |
| 20 | TDG | Transdigm Group Inc | Stock-Industrials | 1.90% | — | +20.67% | |
| 21 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 1.89% | — | — | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 1.89% | +0.16% | +453.44% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.83% | — | +3135.62% | |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.82% | +0.99% | +32.73% | |
| 25 | EOG | Eog Resources Inc | Stock-Energy | 1.78% | -0.20% | EXIT | |
| 26 | GWW | Ww Grainger Inc | Stock-Industrials | 1.77% | — | +33.82% | |
| 27 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.62% | — | +5680.65% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.57% | +1.16% | NEW | |
| 29 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.47% | -0.37% | — | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 1.23% | -0.75% | +107.73% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.87% | +0.07% | +35.86% | |
| 32 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.86% | — | -60.69% | |
| 33 | AMD | Advanced Micro Devices | Stock-Tech | 0.73% | +0.25% | +2.91% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.66% | -0.33% | +330.00% | |
| 35 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.65% | -0.16% | -48.91% | |
| 36 | AXP | American Express Co | Stock-Financials | 0.58% | -0.02% | +25.88% | |
| 37 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.57% | — | +85.07% | |
| 38 | ZS | Zscaler Inc | Stock-Tech | 0.56% | — | +201.66% | |
| 39 | KLAC | Kla CORP | Stock-Tech | 0.52% | +0.54% | -74.47% | |
| 40 | ODFL | Old Dominion Freight Line | Stock-Industrials | 0.51% | — | +161.85% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.08% | -34.47% | |
| 42 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.50% | -0.10% | -68.72% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | +0.01% | -74.21% | |
| 44 | HDV | Ishares Core High Dividend E | ETF-Other | 0.44% | -0.01% | -0.79% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.42% | -0.05% | -39.70% | |
| 46 | PSX | Phillips 66 | Stock-Energy | 0.41% | -0.02% | +22.22% | |
| 47 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.41% | -0.04% | -5.56% | |
| 48 | DIVY | Tidal ETF Trust - Sound Equity Income ETF | ETF-Other | 0.41% | — | -8.14% | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.36% | -0.04% | +67.84% | |
| 50 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.35% | — | — |
According to official SEC Form 13F filings, Teamwork Financial Advisors, LLC reported a total U.S. public equity portfolio value of $1.1B across 137 disclosed positions in Q2 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, AMZN, JEPI) accounted for 16.2% of total reported equity market value during Q2 2024.
During Q2 2024, Teamwork Financial Advisors, LLC's top holdings by market value included AAPL (7.6%)、AMZN (5.3%)、JEPI (5.0%). The largest single position, AAPL, represented 7.6% of total portfolio value.
In Q2 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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