13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001629931
Total reported value
$1.1B
$1.1B
159 檔
16.8%
During the Q3 2024 filing period, Teamwork Financial Advisors, LLC (CIK: 0001629931) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.1B across 159 reported positions.
In Q3 2024, Teamwork Financial Advisors, LLC displayed an active expansion posture, initiating 9 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.21% | -0.15% | +4.26% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.85% | -0.05% | -0.54% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.62% | -0.43% | -3.57% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.44% | -0.44% | +5.19% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.56% | -0.51% | +3.85% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.09% | -0.02% | -1.40% | |
| 7 | ANETEUR | Arista Networks Inc | Stock-Other | 2.94% | — | +9.61% | |
| 8 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 2.90% | — | +1.84% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.58% | +0.14% | -0.19% | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.49% | +0.99% | +46.27% | |
| 11 | XLI | Ss Industrial Select Sector | ETF-Other | 2.47% | +0.02% | -1.98% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 2.44% | +0.68% | -7.36% | |
| 13 | XLF | Ss Financial Select Sector | ETF-Other | 2.43% | -0.10% | +19.52% | |
| 14 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.37% | -0.02% | +0.56% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.29% | -0.33% | +258.85% | |
| 16 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 2.22% | — | +13.94% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.21% | -0.17% | -5.36% | |
| 18 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.19% | -1.04% | +41.35% | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 2.19% | +0.16% | +5.45% | |
| 20 | TDG | Transdigm Group Inc | Stock-Industrials | 2.16% | — | +9.05% | |
| 21 | GWW | Ww Grainger Inc | Stock-Industrials | 1.99% | — | +4.01% | |
| 22 | AMGN | Amgen Inc | Stock-Healthcare | 1.97% | -0.34% | +4946.44% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.90% | -0.17% | -1.15% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 1.84% | -0.65% | -9.28% | |
| 25 | FANG | Diamondback Energy Inc | Stock-Energy | 1.84% | -0.15% | -40.92% | |
| 26 | WMB | Williams Cos Inc | Stock-Energy | 1.77% | — | +2955.24% | |
| 27 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 1.72% | — | +2490.00% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.70% | — | +2082.67% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.17% | +0.07% | +9.11% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 1.17% | -0.75% | -0.18% | |
| 31 | AMD | Advanced Micro Devices | Stock-Tech | 0.85% | +0.25% | +23.91% | |
| 32 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.68% | -0.16% | +11.73% | |
| 33 | AXP | American Express Co | Stock-Financials | 0.67% | -0.02% | +4.45% | |
| 34 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.65% | — | +1588.13% | |
| 35 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.59% | -0.01% | +39.56% | |
| 36 | ZS | Zscaler Inc | Stock-Tech | 0.52% | — | +10.90% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.08% | -4.53% | |
| 38 | KLAC | Kla CORP | Stock-Tech | 0.50% | +0.54% | +8.43% | |
| 39 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.50% | — | -37.74% | |
| 40 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.49% | -0.10% | +19.43% | |
| 41 | EMR | Emerson Electric Co | Stock-Industrials | 0.45% | -0.35% | — | |
| 42 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.45% | — | — | |
| 43 | VLO | Valero Energy CORP | Stock-Energy | 0.43% | -0.05% | — | |
| 44 | SPGI | S&p Global Inc | Stock-Financials | 0.43% | -0.03% | EXIT | |
| 45 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.40% | — | — | |
| 46 | DIVY | Tidal ETF Trust - Sound Equity Income ETF | ETF-Other | 0.38% | — | -3.91% | |
| 47 | GRMN | Garmin Ltd. | Stock-Tech | 0.38% | -0.12% | EXIT | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | -0.05% | +1.03% | |
| 49 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.35% | -0.04% | -16.15% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.31% | +0.01% | -30.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMGN | Amgen Inc | +1.9% | +4946.44% | Add |
| 2 | WMB | Williams Cos Inc | +1.7% | +2955.24% | Add |
| 3 | JPME | JPM Diver Ret US Mc Equity | +1.7% | +2490.00% | Add |
| 4 | COST | Costco Wholesale CORP | +1.6% | +258.85% | Add |
| 5 | IJR | Ishares Core S&p Small-cap E | +1.6% | +2082.67% | Add |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.7% | +46.27% | Add |
| 7 | VRTX | Vertex Pharmaceuticals Inc | +0.6% | +1588.13% | Add |
| 8 | AAPL | Apple Inc | +0.6% | +4.26% | Add |
| 9 | XLF | Ss Financial Select Sector | +0.5% | +19.52% | Add |
| 10 | EMR | Emerson Electric Co | +0.5% | NEW | New buy |
| 11 | CL | Colgate-palmolive Co | +0.5% | NEW | New buy |
| 12 | VLO | Valero Energy CORP | +0.4% | NEW | New buy |
| 13 | SPGI | S&p Global Inc | +0.4% | NEW | New buy |
| 14 | IR | Ingersoll-rand Inc | +0.4% | NEW | New buy |
| 15 | JPSE | JPM Diversified Rt Small Cap | +0.3% | +13.94% | Add |
| 16 | ANETEUR | Arista Networks Inc | +0.3% | +9.61% | Add |
| 17 | CAT | Caterpillar Inc | +0.3% | +5.45% | Add |
| 18 | TSLA | Tesla Inc | +0.3% | +9.11% | Add |
| 19 | LDOS | Leidos Holdings Inc | +0.3% | NEW | New buy |
| 20 | TDG | Transdigm Group Inc | +0.3% | +9.05% | Add |
| 21 | AXON | Axon Enterprise Inc | +0.3% | +39.56% | Add |
| 22 | GRMN | Garmin Ltd. | +0.2% | +173.71% | Add |
| 23 | GWW | Ww Grainger Inc | +0.2% | +4.01% | Add |
| 24 | SBUX | Starbucks CORP | +0.2% | NEW | New buy |
| 25 | O | Realty Income CORP | +0.2% | NEW | New buy |
| 26 | NKE | Nike Inc -cl B | +0.2% | NEW | New buy |
| 27 | AMD | Advanced Micro Devices | +0.1% | +23.91% | Add |
| 28 | ORCL | Oracle CORP | +0.1% | -7.36% | Trim |
| 29 | ISRG | Intuitive Surgical Inc | +0.1% | +0.56% | Add |
| 30 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | +0.1% | +1.84% | Add |
| 31 | XLI | Ss Industrial Select Sector | +0.1% | -1.98% | Trim |
| 32 | JEPI | Jpmorgan Equity Premium Inco | -0.1% | -0.54% | Trim |
| 33 | DVN | Devon Energy CORP | -0.2% | -64.42% | Trim |
| 34 | STZ | Constellation Brands Inc-a | -0.2% | -72.51% | Trim |
| 35 | COP | Conocophillips | -0.3% | -84.75% | Trim |
| 36 | DECK | Deckers Outdoor CORP | -0.3% | -11.56% | Trim |
| 37 | CRM | Salesforce Inc | -0.3% | -85.63% | Trim |
| 38 | PSX | Phillips 66 | -0.3% | -78.91% | Trim |
| 39 | JEPQ | JPM Nasdaq Equity Premium | -0.4% | -37.74% | Trim |
| 40 | ODFL | Old Dominion Freight Line | -0.4% | -86.94% | Trim |
| 41 | MPC | Marathon Petroleum CORP | -0.5% | -76.33% | Trim |
| 42 | GOOGL | Alphabet Inc-cl A | -0.5% | -0.19% | Trim |
| 43 | AMZN | Amazon.com Inc | -0.7% | -3.57% | Trim |
| 44 | NVO | Novo-nordisk A/s-spons Adr | -1.4% | -91.25% | Trim |
| 45 | LLY | Eli Lilly & Co | -1.4% | -89.19% | Trim |
| 46 | CMG | Chipotle Mexican Grill Inc | -1.5% | -87.82% | Trim |
| 47 | EOG | Eog Resources Inc | -1.6% | -90.22% | Trim |
| 48 | IJH | Ishares Core S&p Midcap ETF | -1.7% | -90.02% | Trim |
| 49 | NOW | Servicenow Inc | -1.7% | -87.32% | Trim |
| 50 | FANG | Diamondback Energy Inc | -2% | -40.92% | Trim |
According to official SEC Form 13F filings, Teamwork Financial Advisors, LLC reported a total U.S. public equity portfolio value of $1.1B across 159 disclosed positions in Q3 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, JEPI, AMZN) accounted for 16.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
EMR
市值: $3.3M
Top Position Liquidated / Trimmed
AMZN
前期市值: $35.8M
During Q3 2024, Teamwork Financial Advisors, LLC's top holdings by market value included AAPL (8.2%)、JEPI (4.8%)、AMZN (4.6%). The largest single position, AAPL, represented 8.2% of total portfolio value.
In Q3 2024, Teamwork Financial Advisors, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 20 positions, trimming 21 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.