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
$908.4M
$908.4M
168 檔
26.9%
In Q2 2025, Teamwork Financial Advisors, LLC's U.S. equity holdings reached a combined market value of $908.4M, distributed across 168 disclosed stock positions.
Teamwork Financial Advisors, LLC executed strategic sector rebalancing during Q2 2025, establishing 19 new positions while fully exiting 6 holdings and trimming 82 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.28% | +0.87% | +9.43% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 5.98% | -0.06% | +20.47% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 5.79% | -1.64% | +166.06% | |
| 4 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 4.72% | +0.12% | — | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.52% | +0.81% | -8.66% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.21% | +0.24% | +67.44% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.49% | +0.03% | -28.33% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.20% | — | +46.96% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.95% | -1.05% | +1.35% | |
| 10 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.84% | -0.03% | -19.23% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.79% | -0.09% | +7.33% | |
| 12 | NFLX | Netflix Inc | Stock-Comm Services | 2.73% | +0.01% | +6.23% | |
| 13 | GEV | GE Vernova Inc | Stock-Industrials | 2.60% | -0.09% | +332.81% | |
| 14 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.46% | +0.12% | +478.59% | |
| 15 | PWR | Quanta Services Inc | Stock-Industrials | 2.39% | +0.15% | +370.17% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.35% | +0.05% | +17.25% | |
| 17 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 2.31% | -0.14% | — | |
| 18 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.30% | -0.01% | +0.72% | |
| 19 | PGR | Progressive CORP | Stock-Financials | 2.16% | — | +470.70% | |
| 20 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 2.05% | — | +3200.30% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 1.79% | +0.02% | -24.78% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.64% | -1.66% | EXIT | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.97% | -0.11% | -68.94% | |
| 24 | ANET | Arista Networks Inc | Stock-Tech | 0.91% | — | -70.87% | |
| 25 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 0.88% | +0.13% | +2.35% | |
| 26 | AMD | Advanced Micro Devices | Stock-Tech | 0.78% | +0.07% | -13.11% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.09% | -28.37% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.72% | +0.34% | -7.70% | |
| 29 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.65% | -0.04% | -11.18% | |
| 30 | FANG | Diamondback Energy Inc | Stock-Energy | 0.64% | +0.02% | +11.46% | |
| 31 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.58% | -0.33% | +145.43% | |
| 32 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.55% | +0.41% | +15.73% | |
| 33 | AXP | American Express Co | Stock-Financials | 0.53% | -1.10% | +3.51% | |
| 34 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.52% | — | -18.61% | |
| 35 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.51% | -0.68% | — | |
| 36 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.50% | -0.03% | +0.68% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.49% | -0.45% | +25.64% | |
| 38 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.48% | +0.01% | -83.84% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | +0.02% | -78.95% | |
| 40 | EMR | Emerson Electric Co | Stock-Industrials | 0.47% | -0.02% | EXIT | |
| 41 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.44% | — | +12.86% | |
| 42 | SPGI | S&p Global Inc | Stock-Financials | 0.43% | — | -2.27% | |
| 43 | UBER | Uber Technologies Inc | Stock-Industrials | 0.41% | -0.15% | -82.34% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.41% | — | +1.55% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | -0.43% | -47.44% | |
| 46 | MSTR | Strategy Inc | Stock-Tech | 0.39% | -0.12% | -13.66% | |
| 47 | VLO | Valero Energy CORP | Stock-Energy | 0.36% | -0.10% | +0.67% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.35% | -0.02% | -35.82% | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.35% | -0.02% | EXIT | |
| 50 | SFY | Sofi Select 500 ETF | ETF-Other | 0.34% | -0.20% | -1.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KNG | Ft Vest S&p 500 Dvd Arst Trg | +4.7% | NEW | New buy |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +3.3% | +166.06% | Add |
| 3 | COWG | Pacer US Lrg Cap Cows Gr Ld | +2.3% | NEW | New buy |
| 4 | GEV | GE Vernova Inc | +2.2% | +332.81% | Add |
| 5 | GS | Goldman Sachs Group Inc | +2.1% | +478.59% | Add |
| 6 | MSFT | Microsoft CORP | +2% | +67.44% | Add |
| 7 | PWR | Quanta Services Inc | +2% | +370.17% | Add |
| 8 | IBIT | Ishares Bitcoin Trust ETF | +2% | +3200.30% | Add |
| 9 | PGR | Progressive CORP | +1.7% | +470.70% | Add |
| 10 | SCHV | Schwab US Large-cap Value | +0.8% | +46.96% | Add |
| 11 | NFLX | Netflix Inc | +0.7% | +6.23% | Add |
| 12 | AMZN | Amazon.com Inc | +0.7% | +9.43% | Add |
| 13 | NVDA | Nvidia CORP | +0.6% | -8.66% | Trim |
| 14 | SPYI | Neos S&p 500 High Income ETF | +0.5% | NEW | New buy |
| 15 | HOOD | Robinhood Markets Inc - A | +0.5% | +145.43% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.3% | +1.35% | Add |
| 17 | GE | General Electric | +0.3% | NEW | New buy |
| 18 | JPM | Jpmorgan Chase & Co | +0.3% | +7.33% | Add |
| 19 | MNST | Monster Beverage CORP | +0.3% | NEW | New buy |
| 20 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | +20.47% | Add |
| 21 | KLAC | Kla CORP | +0.2% | +218.91% | Add |
| 22 | PLTR | Palantir Technologies Inc-a | +0.2% | +15.73% | Add |
| 23 | QQQI | Neos Nasdaq-100 High Inc ETF | +0.2% | NEW | New buy |
| 24 | FICO | Fair Isaac CORP | +0.2% | NEW | New buy |
| 25 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +25.64% | Add |
| 26 | COST | Costco Wholesale CORP | +0.2% | +17.25% | Add |
| 27 | ORCL | Oracle CORP | +0.2% | -7.70% | Trim |
| 28 | S | Sentinelone Inc -class A | +0.2% | NEW | New buy |
| 29 | UNH | Unitedhealth Group Inc | +0.1% | +689.67% | Add |
| 30 | EOG | Eog Resources Inc | +0.1% | +238.81% | Add |
| 31 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.1% | +2.35% | Add |
| 32 | SOFI | Sofi Technologies Inc | +0.1% | +26.17% | Add |
| 33 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -11.18% | Trim |
| 34 | CACI | Caci International Inc -cl A | +0.1% | NEW | New buy |
| 35 | AXON | Axon Enterprise Inc | +0.1% | -18.61% | Trim |
| 36 | PYPL | Paypal Holdings Inc | +0.1% | +12.86% | Add |
| 37 | MU | Micron Technology Inc | 0% | -1.11% | Trim |
| 38 | NET | Cloudflare Inc - Class A | 0% | NEW | New buy |
| 39 | RKLB | Rocket Lab CORP | 0% | NEW | New buy |
| 40 | AMD | Advanced Micro Devices | 0% | -13.11% | Trim |
| 41 | AXP | American Express Co | 0% | +3.51% | Add |
| 42 | VTI | Vanguard Total Stock Mkt ETF | 0% | NEW | New buy |
| 43 | ALAB | Astera Labs Inc | 0% | NEW | New buy |
| 44 | DIS | Walt Disney Co/the | 0% | NEW | New buy |
| 45 | LMT | Lockheed Martin CORP | 0% | NEW | New buy |
| 46 | PANW | Palo Alto Networks Inc | 0% | +0.68% | Add |
| 47 | MSTR | Strategy Inc | 0% | -13.66% | Trim |
| 48 | HYMB | Ss Spdr N Ice Hy Muni ETF | 0% | +103.07% | Add |
| 49 | OXY | Occidental Petroleum CORP | 0% | NEW | New buy |
| 50 | FDX | Fedex CORP | 0% | NEW | New buy |
According to official SEC Form 13F filings, Teamwork Financial Advisors, LLC reported a total U.S. public equity portfolio value of $908.4M across 168 disclosed positions in Q2 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, JEPI, BIL) accounted for 26.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
KNG
市值: $40.7M
Top Position Liquidated / Trimmed
ACN
前期市值: $1.9M
During Q2 2025, Teamwork Financial Advisors, LLC's top holdings by market value included AMZN (7.3%)、JEPI (6.0%)、BIL (5.8%). The largest single position, AMZN, represented 7.3% of total portfolio value.
In Q2 2025, Teamwork Financial Advisors, LLC made 171 total portfolio adjustments, initiating 19 new buys, adding to 64 positions, trimming 82 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.
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.