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CIK: 0001629931
Total reported value
$1.1B
$1.1B
168 檔
22.2%
In Q2 2025, Teamwork Financial Advisors, LLC's U.S. equity holdings reached a combined market value of $1.1B, distributed across 168 disclosed stock positions.
In Q2 2025, Teamwork Financial Advisors, LLC displayed an active expansion posture, initiating 8 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.28% | -0.43% | +9.43% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 5.98% | -0.05% | +20.47% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 5.79% | +0.99% | +166.06% | |
| 4 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 4.72% | -0.02% | — | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.52% | -0.51% | -8.66% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.21% | -0.44% | +67.44% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.49% | -0.15% | -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% | -0.17% | +1.35% | |
| 10 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.84% | — | -19.23% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.79% | -0.17% | +7.33% | |
| 12 | NFLX | Netflix Inc | Stock-Comm Services | 2.73% | -0.65% | +6.23% | |
| 13 | GEV | GE Vernova Inc | Stock-Industrials | 2.60% | -0.04% | +332.81% | |
| 14 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.46% | -0.04% | +478.59% | |
| 15 | PWR | Quanta Services Inc | Stock-Industrials | 2.39% | -0.08% | +370.17% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.35% | -0.33% | +17.25% | |
| 17 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 2.31% | +0.01% | — | |
| 18 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.30% | -0.02% | +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% | -0.01% | -24.78% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.64% | -0.75% | +15.49% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.97% | +0.07% | -68.94% | |
| 24 | ANET | Arista Networks Inc | Stock-Tech | 0.91% | +0.08% | -70.87% | |
| 25 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 0.88% | — | +2.35% | |
| 26 | AMD | Advanced Micro Devices | Stock-Tech | 0.78% | +0.25% | -13.11% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.14% | -28.37% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.72% | +0.68% | -7.70% | |
| 29 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.65% | -1.04% | -11.18% | |
| 30 | FANG | Diamondback Energy Inc | Stock-Energy | 0.64% | -0.15% | +11.46% | |
| 31 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.58% | +0.39% | +145.43% | |
| 32 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.55% | -0.46% | +15.73% | |
| 33 | AXP | American Express Co | Stock-Financials | 0.53% | -0.02% | +3.51% | |
| 34 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.52% | -0.01% | -18.61% | |
| 35 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.51% | -0.01% | — | |
| 36 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.50% | -0.16% | +0.68% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.49% | +0.09% | +25.64% | |
| 38 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.48% | -0.02% | -83.84% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | -0.08% | -78.95% | |
| 40 | EMR | Emerson Electric Co | Stock-Industrials | 0.47% | -0.35% | -32.26% | |
| 41 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.44% | — | +12.86% | |
| 42 | SPGI | S&p Global Inc | Stock-Financials | 0.43% | -0.03% | EXIT | |
| 43 | UBER | Uber Technologies Inc | Stock-Industrials | 0.41% | -0.05% | -82.34% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.41% | -0.17% | EXIT | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | -0.05% | -47.44% | |
| 46 | MSTR | Strategy Inc | Stock-Tech | 0.39% | -0.06% | -13.66% | |
| 47 | VLO | Valero Energy CORP | Stock-Energy | 0.36% | -0.05% | +0.67% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.35% | +0.16% | -35.82% | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.35% | -0.01% | +2.94% | |
| 50 | SFY | Sofi Select 500 ETF | ETF-Other | 0.34% | -0.01% | -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 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.1% | +2.35% | Add |
| 31 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -11.18% | Trim |
| 32 | AMD | Advanced Micro Devices | 0% | -13.11% | Trim |
| 33 | ISRG | Intuitive Surgical Inc | -0.1% | +0.72% | Add |
| 34 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.2% | -69.17% | Trim |
| 35 | ACN | Accenture plc | -0.3% | EXIT | Sold out |
| 36 | GOOGL | Alphabet Inc-cl A | -0.3% | -28.37% | Trim |
| 37 | GOOG | Alphabet Inc-cl C | -0.4% | -47.44% | Trim |
| 38 | GLD | Spdr Gold Shares | -0.8% | -24.78% | Trim |
| 39 | JEPQ | JPM Nasdaq Equity Premium | -1% | -19.23% | Trim |
| 40 | ABBV | Abbvie Inc | -1.4% | -94.00% | Trim |
| 41 | UBER | Uber Technologies Inc | -1.7% | -82.34% | Trim |
| 42 | ANET | Arista Networks Inc | -1.8% | -70.87% | Trim |
| 43 | TSLA | Tesla Inc | -2% | -68.94% | Trim |
| 44 | MLPX | Global X Mlp & Energy Infras | -2% | -86.84% | Trim |
| 45 | TDG | Transdigm Group Inc | -2.1% | -92.34% | Trim |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -2.4% | -78.95% | Trim |
| 47 | XLI | Ss Industrial Select Sector | -2.4% | -92.03% | Trim |
| 48 | XLV | Ss Health Care Select Sector | -2.5% | -96.89% | Trim |
| 49 | AAPL | Apple Inc | -2.6% | -28.33% | Trim |
| 50 | COWZ | Pacer US Cash Cows 100 ETF | -2.9% | -83.84% | 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 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 22.2% 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 50 total portfolio adjustments, initiating 8 new buys, adding to 21 positions, trimming 20 holdings, and fully liquidating 1 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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