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CIK: 0001629931
Total reported value
$1.1B
$1.1B
155 檔
17.8%
In Q1 2025, Teamwork Financial Advisors, LLC's U.S. equity holdings reached a combined market value of $1.1B, distributed across 155 disclosed stock positions.
In Q1 2025, Teamwork Financial Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.63% | -0.43% | +23.85% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.07% | -0.15% | -19.48% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 5.74% | -0.05% | +20.17% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.91% | -0.51% | +31.63% | |
| 5 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 3.85% | — | +660.41% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.41% | -0.02% | +15.85% | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.92% | +0.07% | +39.92% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.82% | -0.08% | +502.79% | |
| 9 | ANET | Arista Networks Inc | Stock-Tech | 2.71% | +0.08% | +22.48% | |
| 10 | XLI | Ss Industrial Select Sector | ETF-Other | 2.65% | +0.02% | +7.01% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.61% | -0.17% | +20.05% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 2.59% | -0.01% | — | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 2.54% | -0.02% | EXIT | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.53% | -0.17% | +15.19% | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.50% | +0.99% | +3.66% | |
| 16 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.41% | — | — | |
| 17 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.40% | -0.02% | -4.65% | |
| 18 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 2.29% | -0.05% | +755.52% | |
| 19 | TDG | Transdigm Group Inc | Stock-Industrials | 2.25% | — | -10.52% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.20% | -0.33% | -15.09% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 2.18% | -0.44% | -42.54% | |
| 22 | UBER | Uber Technologies Inc | Stock-Industrials | 2.10% | -0.05% | +54.38% | |
| 23 | NFLX | Netflix Inc | Stock-Comm Services | 2.06% | -0.65% | -8.60% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.80% | -0.75% | +57.06% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 1.49% | — | +2060.90% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.07% | +0.14% | -54.76% | |
| 27 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 0.79% | — | -1.74% | |
| 28 | FANG | Diamondback Energy Inc | Stock-Energy | 0.77% | -0.15% | -44.29% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.76% | -0.05% | +115.43% | |
| 30 | AMD | Advanced Micro Devices | Stock-Tech | 0.75% | +0.25% | +30.83% | |
| 31 | EMR | Emerson Electric Co | Stock-Industrials | 0.65% | -0.35% | +73.37% | |
| 32 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.58% | -1.04% | -38.43% | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.57% | +0.68% | -66.20% | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.53% | +0.16% | -12.68% | |
| 35 | AXP | American Express Co | Stock-Financials | 0.50% | -0.02% | -23.53% | |
| 36 | XLF | Ss Financial Select Sector | ETF-Other | 0.49% | -0.10% | -83.01% | |
| 37 | SPGI | S&p Global Inc | Stock-Financials | 0.49% | -0.03% | EXIT | |
| 38 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.48% | -0.16% | -28.04% | |
| 39 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.47% | -0.01% | -15.95% | |
| 40 | PGR | Progressive CORP | Stock-Financials | 0.46% | — | +64.30% | |
| 41 | GRMN | Garmin Ltd. | Stock-Tech | 0.46% | -0.12% | EXIT | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.45% | -0.17% | EXIT | |
| 43 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.44% | -0.10% | -3.65% | |
| 44 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.42% | -0.15% | +2.56% | |
| 45 | VLO | Valero Energy CORP | Stock-Energy | 0.40% | -0.05% | -0.02% | |
| 46 | GEV | GE Vernova Inc | Stock-Industrials | 0.40% | -0.04% | — | |
| 47 | PWR | Quanta Services Inc | Stock-Industrials | 0.39% | -0.08% | +23.95% | |
| 48 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.39% | — | — | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.38% | -0.02% | +76.92% | |
| 50 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.38% | -0.04% | +58.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | JEPI | Jpmorgan Equity Premium Inco | — | NEW | New buy |
| 4 | NVDA | Nvidia CORP | — | NEW | New buy |
| 5 | JEPQ | JPM Nasdaq Equity Premium | — | NEW | New buy |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | — | NEW | New buy |
| 7 | TSLA | Tesla Inc | — | NEW | New buy |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 9 | ANET | Arista Networks Inc | — | NEW | New buy |
| 10 | XLI | Ss Industrial Select Sector | — | NEW | New buy |
| 11 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 12 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 13 | XLV | Ss Health Care Select Sector | — | NEW | New buy |
| 14 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | NEW | New buy |
| 16 | SCHV | Schwab US Large-cap Value | — | NEW | New buy |
| 17 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 18 | MLPX | Global X Mlp & Energy Infras | — | NEW | New buy |
| 19 | TDG | Transdigm Group Inc | — | NEW | New buy |
| 20 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 21 | MSFT | Microsoft CORP | — | NEW | New buy |
| 22 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 23 | NFLX | Netflix Inc | — | NEW | New buy |
| 24 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 25 | ABBV | Abbvie Inc | — | NEW | New buy |
| 26 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 27 | GRNY | Fundstr Gran Sh US Lrg Cap | — | NEW | New buy |
| 28 | FANG | Diamondback Energy Inc | — | NEW | New buy |
| 29 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 30 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 31 | EMR | Emerson Electric Co | — | NEW | New buy |
| 32 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 33 | ORCL | Oracle CORP | — | NEW | New buy |
| 34 | CAT | Caterpillar Inc | — | NEW | New buy |
| 35 | AXP | American Express Co | — | NEW | New buy |
| 36 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 37 | SPGI | S&p Global Inc | — | NEW | New buy |
| 38 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 39 | AXON | Axon Enterprise Inc | — | NEW | New buy |
| 40 | PGR | Progressive CORP | — | NEW | New buy |
| 41 | GRMN | Garmin Ltd. | — | NEW | New buy |
| 42 | ABT | Abbott Laboratories | — | NEW | New buy |
| 43 | CDNS | Cadence Design Sys Inc | — | NEW | New buy |
| 44 | BNY | Bank Of New York Mellon CORP | — | NEW | New buy |
| 45 | VLO | Valero Energy CORP | — | NEW | New buy |
| 46 | GEV | GE Vernova Inc | — | NEW | New buy |
| 47 | PWR | Quanta Services Inc | — | NEW | New buy |
| 48 | PYPL | Paypal Holdings Inc | — | NEW | New buy |
| 49 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 50 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Teamwork Financial Advisors, LLC reported a total U.S. public equity portfolio value of $1.1B across 155 disclosed positions in Q1 2025.
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 AMZN, AAPL, JEPI) accounted for 17.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
AMZN
市值: $49.8M
During Q1 2025, Teamwork Financial Advisors, LLC's top holdings by market value included AMZN (6.6%)、AAPL (6.1%)、JEPI (5.7%). The largest single position, AMZN, represented 6.6% of total portfolio value.
In Q1 2025, Teamwork Financial Advisors, LLC made 50 total portfolio adjustments, initiating 50 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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