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CIK: 0001629931
Total reported value
$1.1B
$1.1B
160 檔
18.8%
According to the latest 13F quarterly dataset, Teamwork Financial Advisors, LLC managed an equity portfolio of $1.1B at the end of Q4 2024, spanning 160 distinct U.S. exchange-listed positions.
In Q4 2024, Teamwork Financial Advisors, LLC displayed an active expansion posture, initiating 18 new positions and adding to 13 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.46% | -0.15% | +0.19% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.03% | -0.43% | +18.16% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.69% | -0.05% | +6.67% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.14% | -0.44% | +1.90% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.58% | -0.51% | -2.82% | |
| 6 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.19% | +0.07% | +87.28% | |
| 7 | ANET | Arista Networks Inc | Stock-Tech | 3.08% | +0.08% | — | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.96% | -0.02% | +4.59% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.84% | +0.14% | +2.69% | |
| 10 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 2.80% | — | +8.64% | |
| 11 | XLF | Ss Financial Select Sector | ETF-Other | 2.75% | -0.10% | +13.43% | |
| 12 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.58% | -0.02% | +9.42% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.44% | -0.33% | +9.99% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-Other | 2.43% | +0.02% | +7.97% | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.34% | +0.99% | +0.77% | |
| 16 | TDG | Transdigm Group Inc | Stock-Industrials | 2.24% | — | +24.59% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.15% | -0.17% | +1.66% | |
| 18 | NFLX | Netflix Inc | Stock-Comm Services | 2.10% | -0.65% | -3.29% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.09% | -0.17% | +3.52% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 1.97% | +0.68% | -11.63% | |
| 21 | GWW | Ww Grainger Inc | Stock-Industrials | 1.86% | — | -1.73% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.79% | — | +13.77% | |
| 23 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 1.69% | — | +7.36% | |
| 24 | WMB | Williams Cos Inc | Stock-Energy | 1.49% | — | -24.22% | |
| 25 | FANG | Diamondback Energy Inc | Stock-Energy | 1.38% | -0.15% | -15.72% | |
| 26 | LDOS | Leidos Holdings Inc | Stock-Tech | 1.32% | — | +497.86% | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 1.15% | -0.34% | -22.50% | |
| 28 | UBER | Uber Technologies Inc | Stock-Industrials | 1.10% | -0.05% | +1907.05% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 1.01% | -0.75% | +0.69% | |
| 30 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.89% | -1.04% | -64.37% | |
| 31 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 0.86% | — | — | |
| 32 | AXP | American Express Co | Stock-Financials | 0.70% | -0.02% | +2.72% | |
| 33 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.69% | -0.16% | +102.14% | |
| 34 | AMD | Advanced Micro Devices | Stock-Tech | 0.65% | +0.25% | +11.02% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.65% | +0.16% | -65.59% | |
| 36 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.61% | -0.01% | -25.79% | |
| 37 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.54% | — | +12.87% | |
| 38 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.53% | -0.10% | +3.05% | |
| 39 | SPGI | S&p Global Inc | Stock-Financials | 0.47% | -0.03% | EXIT | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.42% | -0.05% | +7.79% | |
| 41 | GRMN | Garmin Ltd. | Stock-Tech | 0.42% | -0.12% | EXIT | |
| 42 | EMR | Emerson Electric Co | Stock-Industrials | 0.41% | -0.35% | -14.34% | |
| 43 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.39% | — | +13.78% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.08% | -17.04% | |
| 45 | PWR | Quanta Services Inc | Stock-Industrials | 0.38% | -0.08% | — | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | — | — | |
| 47 | SFY | Sofi Select 500 ETF | ETF-Other | 0.37% | -0.01% | — | |
| 48 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.37% | -0.15% | — | |
| 49 | VLO | Valero Energy CORP | Stock-Energy | 0.37% | -0.05% | +0.18% | |
| 50 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 0.35% | — | -82.62% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +3.1% | NEW | New buy |
| 2 | TSLA | Tesla Inc | +2% | +87.28% | Add |
| 3 | AMZN | Amazon.com Inc | +1.4% | +18.16% | Add |
| 4 | LDOS | Leidos Holdings Inc | +1.1% | +497.86% | Add |
| 5 | UBER | Uber Technologies Inc | +1% | +1907.05% | Add |
| 6 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.9% | NEW | New buy |
| 7 | PWR | Quanta Services Inc | +0.4% | NEW | New buy |
| 8 | JNJ | Johnson & Johnson | +0.4% | NEW | New buy |
| 9 | SFY | Sofi Select 500 ETF | +0.4% | NEW | New buy |
| 10 | BNY | Bank Of New York Mellon CORP | +0.4% | NEW | New buy |
| 11 | XLF | Ss Financial Select Sector | +0.3% | +13.43% | Add |
| 12 | AMAT | Applied Materials Inc | +0.3% | NEW | New buy |
| 13 | RSP | Invesco S&p 500 Equal Weight | +0.3% | NEW | New buy |
| 14 | GOOGL | Alphabet Inc-cl A | +0.3% | +2.69% | Add |
| 15 | NFLX | Netflix Inc | +0.3% | -3.29% | Trim |
| 16 | AAPL | Apple Inc | +0.3% | +0.19% | Add |
| 17 | CBRE | Cbre Group Inc - A | +0.2% | NEW | New buy |
| 18 | GS | Goldman Sachs Group Inc | +0.2% | NEW | New buy |
| 19 | EXPE | Expedia Group Inc | +0.2% | NEW | New buy |
| 20 | PGR | Progressive CORP | +0.2% | NEW | New buy |
| 21 | ETN | Eaton Corporation plc | +0.2% | NEW | New buy |
| 22 | ISRG | Intuitive Surgical Inc | +0.2% | +9.42% | Add |
| 23 | BA | Boeing Co/the | +0.2% | NEW | New buy |
| 24 | JPM | Jpmorgan Chase & Co | +0.2% | +3.52% | Add |
| 25 | ASML | ASML Holding N.V. | +0.2% | NEW | New buy |
| 26 | MLPX | Global X Mlp & Energy Infras | +0.2% | +159.36% | Add |
| 27 | PFE | Pfizer Inc | +0.2% | NEW | New buy |
| 28 | SMCI | Super Micro Computer Inc | +0.2% | NEW | New buy |
| 29 | COST | Costco Wholesale CORP | +0.2% | +9.99% | Add |
| 30 | PLD | Prologis Inc | +0.2% | NEW | New buy |
| 31 | IJR | Ishares Core S&p Small-cap E | +0.1% | +13.77% | Add |
| 32 | TDG | Transdigm Group Inc | +0.1% | +24.59% | Add |
| 33 | NVDA | Nvidia CORP | 0% | -2.82% | Trim |
| 34 | FCX | Freeport-mcmoran Inc | -0.2% | EXIT | Sold out |
| 35 | SBUX | Starbucks CORP | -0.2% | EXIT | Sold out |
| 36 | XLK | Ss Technology Select Sector | -0.2% | EXIT | Sold out |
| 37 | KLAC | Kla CORP | -0.2% | -29.59% | Trim |
| 38 | SMCIUSD | Super Micro Computer Inc | -0.3% | EXIT | Sold out |
| 39 | WMB | Williams Cos Inc | -0.3% | -24.22% | Trim |
| 40 | DIVY | Tidal ETF Trust - Sound Equity Income ETF | -0.4% | EXIT | Sold out |
| 41 | CL | Colgate-palmolive Co | -0.4% | -83.32% | Trim |
| 42 | ZS | Zscaler Inc | -0.4% | -79.97% | Trim |
| 43 | FANG | Diamondback Energy Inc | -0.5% | -15.72% | Trim |
| 44 | ORCL | Oracle CORP | -0.5% | -11.63% | Trim |
| 45 | VRTX | Vertex Pharmaceuticals Inc | -0.5% | -73.09% | Trim |
| 46 | AMGN | Amgen Inc | -0.8% | -22.50% | Trim |
| 47 | CRWD | Crowdstrike Holdings Inc - A | -1.3% | -64.37% | Trim |
| 48 | CAT | Caterpillar Inc | -1.5% | -65.59% | Trim |
| 49 | JPSE | JPM Diversified Rt Small Cap | -1.9% | -82.62% | Trim |
| 50 | ANETEUR | Arista Networks Inc | -2.9% | EXIT | Sold out |
According to official SEC Form 13F filings, Teamwork Financial Advisors, LLC reported a total U.S. public equity portfolio value of $1.1B across 160 disclosed positions in Q4 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 18.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $23.7M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $21.2M
During Q4 2024, Teamwork Financial Advisors, LLC's top holdings by market value included AAPL (8.5%)、AMZN (6.0%)、JEPI (4.7%). The largest single position, AAPL, represented 8.5% of total portfolio value.
In Q4 2024, Teamwork Financial Advisors, LLC made 50 total portfolio adjustments, initiating 18 new buys, adding to 13 positions, trimming 13 holdings, and fully liquidating 6 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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