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
177 檔
18.4%
At the close of Q3 2025, Teamwork Financial Advisors, LLC disclosed equity holdings valued at approximately $1.1B, spread across 177 reported holdings.
In Q3 2025, Teamwork Financial Advisors, LLC displayed an active expansion posture, initiating 9 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.21% | -0.15% | +35.13% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.14% | -0.43% | -20.62% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.64% | +0.99% | -29.24% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.54% | -0.44% | -9.22% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.35% | -0.51% | -29.48% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.88% | -0.05% | -45.99% | |
| 7 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 2.50% | +0.01% | +17.59% | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.38% | +0.07% | +97.84% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.02% | +0.14% | +116.29% | |
| 10 | ANET | Arista Networks Inc | Stock-Tech | 2.00% | +0.08% | +74.73% | |
| 11 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 1.94% | +0.39% | +143.96% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.93% | -0.17% | -26.20% | |
| 13 | AMD | Advanced Micro Devices | Stock-Tech | 1.92% | +0.25% | +142.64% | |
| 14 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.86% | -0.46% | +181.90% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.83% | -0.17% | -31.96% | |
| 16 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.83% | -1.04% | +229.22% | |
| 17 | NFLX | Netflix Inc | Stock-Comm Services | 1.82% | -0.65% | +21.32% | |
| 18 | PWR | Quanta Services Inc | Stock-Industrials | 1.77% | -0.08% | -24.21% | |
| 19 | GEV | GE Vernova Inc | Stock-Industrials | 1.72% | -0.04% | -35.98% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 1.71% | +0.68% | +107.81% | |
| 21 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.67% | -0.16% | +276.21% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.66% | -0.33% | -14.99% | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 1.60% | +0.16% | +319.71% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.56% | -0.75% | +2.47% | |
| 25 | EMR | Emerson Electric Co | Stock-Industrials | 1.56% | -0.35% | +283.08% | |
| 26 | GRMN | Garmin Ltd. | Stock-Tech | 1.55% | -0.12% | EXIT | |
| 27 | AXP | American Express Co | Stock-Financials | 1.54% | -0.02% | +212.93% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 1.41% | -0.08% | +481.08% | |
| 29 | LRCX | Lam Research CORP | Stock-Tech | 1.41% | — | — | |
| 30 | MSTR | Strategy Inc | Stock-Tech | 1.38% | -0.06% | +396.33% | |
| 31 | KLAC | Kla CORP | Stock-Tech | 1.38% | +0.54% | +299.10% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.36% | -0.04% | -44.47% | |
| 33 | AXON | Axon Enterprise Inc | Stock-Industrials | 1.33% | -0.01% | +233.06% | |
| 34 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.33% | -0.15% | +377.58% | |
| 35 | GE | General Electric | Stock-Industrials | 1.33% | +0.20% | +344.76% | |
| 36 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.30% | +0.12% | +431.09% | |
| 37 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.27% | -0.10% | +348.90% | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 1.27% | -0.06% | +396.59% | |
| 39 | SPGI | S&p Global Inc | Stock-Financials | 1.24% | -0.03% | EXIT | |
| 40 | WTW | Willis Towers Watson Public Limited Company | Stock-Financials | 1.24% | — | — | |
| 41 | LYV | Live Nation Entertainment In | Stock-Comm Services | 1.24% | — | +1842.22% | |
| 42 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 1.16% | — | — | |
| 43 | VST | Vistra CORP | Stock-Utilities | 1.14% | -0.15% | — | |
| 44 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 1.07% | — | +24.18% | |
| 45 | LAC | Lithium Americas CORP | Stock-Other | 0.75% | -0.05% | +26.55% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.57% | +0.09% | +6.21% | |
| 47 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.56% | -0.01% | +16.88% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.55% | -0.05% | +14.04% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | -0.08% | +4.33% | |
| 50 | QCOM | Qualcomm Inc | Stock-Tech | 0.44% | -0.01% | +36.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HOOD | Robinhood Markets Inc - A | +1.8% | +143.96% | Add |
| 2 | PLTR | Palantir Technologies Inc-a | +1.5% | +181.90% | Add |
| 3 | PWR | Quanta Services Inc | +1.4% | -24.21% | Add |
| 4 | MSFT | Microsoft CORP | +1.4% | -9.22% | Add |
| 5 | GEV | GE Vernova Inc | +1.3% | -35.98% | Add |
| 6 | KLAC | Kla CORP | +1.3% | +299.10% | Add |
| 7 | CRWD | Crowdstrike Holdings Inc - A | +1.3% | +229.22% | Add |
| 8 | PANW | Palo Alto Networks Inc | +1.2% | +276.21% | Add |
| 9 | AMD | Advanced Micro Devices | +1.2% | +142.64% | Add |
| 10 | LYV | Live Nation Entertainment In | +1.2% | +1842.22% | Add |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1.1% | -29.24% | Add |
| 12 | ORCL | Oracle CORP | +1.1% | +107.81% | Add |
| 13 | GRMN | Garmin Ltd. | +1.1% | +428.40% | Add |
| 14 | AVGO | Broadcom Inc | +1.1% | +481.08% | Add |
| 15 | CAT | Caterpillar Inc | +1.1% | +319.71% | Add |
| 16 | AXP | American Express Co | +1% | +212.93% | Add |
| 17 | MSTR | Strategy Inc | +1% | +396.33% | Add |
| 18 | GS | Goldman Sachs Group Inc | +1% | -44.47% | Add |
| 19 | GOOGL | Alphabet Inc-cl A | +1% | +116.29% | Add |
| 20 | EMR | Emerson Electric Co | +0.9% | +283.08% | Add |
| 21 | BNY | Bank Of New York Mellon CORP | +0.9% | +377.58% | Add |
| 22 | ETN | Eaton Corporation plc | +0.9% | +396.59% | Add |
| 23 | AXON | Axon Enterprise Inc | +0.9% | +233.06% | Add |
| 24 | CDNS | Cadence Design Sys Inc | +0.8% | +348.90% | Add |
| 25 | SPGI | S&p Global Inc | +0.8% | +254.20% | Add |
| 26 | LAC | Lithium Americas CORP | +0.4% | +26.55% | Add |
| 27 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.3% | +24.18% | Add |
| 28 | AAPL | Apple Inc | -0.9% | +35.13% | Trim |
| 29 | ABBV | Abbvie Inc | -1.4% | -20.76% | Trim |
| 30 | UBER | Uber Technologies Inc | -1.7% | +4.96% | Trim |
| 31 | MLPX | Global X Mlp & Energy Infras | -2.1% | +2.37% | Trim |
| 32 | ISRG | Intuitive Surgical Inc | -2.2% | -85.02% | Trim |
| 33 | TDG | Transdigm Group Inc | -2.2% | -26.20% | Trim |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | -2.4% | +4.33% | Trim |
| 35 | XLV | Ss Health Care Select Sector | -2.5% | -63.90% | Trim |
| 36 | GLD | Spdr Gold Shares | -2.6% | -97.64% | Trim |
| 37 | XLI | Ss Industrial Select Sector | -2.6% | -61.17% | Trim |
| 38 | JEPI | Jpmorgan Equity Premium Inco | -2.9% | -45.99% | Trim |
| 39 | COWZ | Pacer US Cash Cows 100 ETF | -3.3% | -81.14% | Trim |
| 40 | JEPQ | JPM Nasdaq Equity Premium | -3.5% | -87.92% | Trim |
| 41 | COWG | Pacer US Lrg Cap Cows Gr Ld | — | NEW | New buy |
| 42 | SCHV | Schwab US Large-cap Value | — | EXIT | Sold out |
| 43 | LRCX | Lam Research CORP | — | NEW | New buy |
| 44 | GE | General Electric | — | NEW | New buy |
| 45 | MNST | Monster Beverage CORP | — | NEW | New buy |
| 46 | WTW | Willis Towers Watson Public Limited Company | — | NEW | New buy |
| 47 | EXPE | Expedia Group Inc | — | NEW | New buy |
| 48 | VST | Vistra CORP | — | NEW | New buy |
| 49 | SPYI | Neos S&p 500 High Income ETF | — | NEW | New buy |
| 50 | KNG | Ft Vest S&p 500 Dvd Arst Trg | — | 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 177 disclosed positions in Q3 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 AAPL, AMZN, BIL) accounted for 18.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
COWG
市值: $24.2M
Top Position Liquidated / Trimmed
SCHV
前期市值: $18.1M
During Q3 2025, Teamwork Financial Advisors, LLC's top holdings by market value included AAPL (5.2%)、AMZN (5.1%)、BIL (3.6%). The largest single position, AAPL, represented 5.2% of total portfolio value.
In Q3 2025, Teamwork Financial Advisors, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 27 positions, trimming 13 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.
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.