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CIK: 0001629931
Total reported value
$908.4M
$908.4M
173 檔
22.1%
As reported in its official Q4 2025 Form 13F filing, Teamwork Financial Advisors, LLC's tracked investment portfolio stood at $908.4M with 173 total positions.
In Q4 2025, Teamwork Financial Advisors, LLC adopted a defensive or profit-taking posture, trimming 92 positions and completely liquidating 23 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.23% | +0.03% | -4.11% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.14% | +0.87% | -3.05% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.04% | +0.81% | +23.05% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.20% | +0.24% | -1.18% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.70% | -1.64% | -24.11% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.46% | -1.05% | +45.26% | |
| 7 | CGDV | Cap Group Dividend Value | ETF-Other | 2.40% | +0.55% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.37% | +0.09% | -7.30% | |
| 9 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 2.32% | -0.14% | -2.43% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.30% | -0.11% | -2.60% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.89% | -0.09% | +2.80% | |
| 12 | GEV | GE Vernova Inc | Stock-Industrials | 1.85% | -0.09% | +3.26% | |
| 13 | ANET | Arista Networks Inc | Stock-Tech | 1.82% | — | +2.87% | |
| 14 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.82% | +0.41% | +2.18% | |
| 15 | AMD | Advanced Micro Devices | Stock-Tech | 1.78% | +0.07% | -28.41% | |
| 16 | PWR | Quanta Services Inc | Stock-Industrials | 1.67% | +0.15% | -5.40% | |
| 17 | EMR | Emerson Electric Co | Stock-Industrials | 1.62% | -0.02% | EXIT | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.61% | -1.66% | EXIT | |
| 19 | LRCX | Lam Research CORP | Stock-Tech | 1.60% | +0.02% | -9.28% | |
| 20 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.59% | -0.04% | -7.40% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.58% | -1.01% | +8.70% | |
| 22 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.56% | +0.12% | +5.52% | |
| 23 | SPGI | S&p Global Inc | Stock-Financials | 1.56% | — | +18.81% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.55% | +0.05% | +2.22% | |
| 25 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 1.50% | -0.33% | -0.38% | |
| 26 | AXP | American Express Co | Stock-Financials | 1.48% | -1.10% | -12.27% | |
| 27 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 1.47% | — | -2.55% | |
| 28 | AXON | Axon Enterprise Inc | Stock-Industrials | 1.45% | — | +40.49% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 1.44% | -0.02% | -23.67% | |
| 30 | KLAC | Kla CORP | Stock-Tech | 1.44% | -0.37% | -5.11% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 1.41% | +0.01% | +597.21% | |
| 32 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.40% | +0.07% | -4.20% | |
| 33 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.39% | +0.15% | +0.27% | |
| 34 | PNC | Pnc Financial Services Group | Stock-Financials | 1.38% | -1.16% | — | |
| 35 | GE | General Electric | Stock-Industrials | 1.36% | +0.01% | +1.58% | |
| 36 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.34% | -0.03% | -9.64% | |
| 37 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.31% | +0.28% | +4607.57% | |
| 38 | VST | Vistra CORP | Stock-Utilities | 1.28% | +0.28% | +39.91% | |
| 39 | NET | Cloudflare Inc - Class A | Stock-Tech | 1.28% | -0.03% | EXIT | |
| 40 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.26% | +0.32% | +13.79% | |
| 41 | SOFI | Sofi Technologies Inc | Stock-Financials | 1.22% | -0.36% | +523.71% | |
| 42 | DE | Deere & Co | Stock-Industrials | 1.20% | +0.22% | — | |
| 43 | ETN | Eaton Corporation plc | Stock-Industrials | 1.16% | +0.30% | +9.46% | |
| 44 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 1.00% | +0.13% | -3.24% | |
| 45 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 0.95% | -0.68% | +73.29% | |
| 46 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-Tech | 0.91% | -0.61% | +304.85% | |
| 47 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.90% | -0.99% | +3182.06% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.58% | -0.45% | -4.38% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.57% | -0.06% | -79.87% | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.51% | -0.02% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TJX | Tjx Companies Inc | +1.3% | +4607.57% | Add |
| 2 | NET | Cloudflare Inc - Class A | +1.2% | +2896.64% | Add |
| 3 | SOFI | Sofi Technologies Inc | +1% | +523.71% | Add |
| 4 | BOXX | Alpha Architect 1-3 Mnth Box | +0.9% | +3182.06% | Add |
| 5 | NVDA | Nvidia CORP | +0.7% | +23.05% | Add |
| 6 | QQQI | Neos Nasdaq-100 High Inc ETF | +0.7% | +304.85% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.5% | +45.26% | Add |
| 8 | SPYI | Neos S&p 500 High Income ETF | +0.4% | +73.29% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.4% | -7.30% | Trim |
| 10 | NVO | Novo-nordisk A/s-spons Adr | +0.3% | +233.94% | Add |
| 11 | SPGI | S&p Global Inc | +0.3% | +18.81% | Add |
| 12 | EXPE | Expedia Group Inc | +0.3% | -2.55% | Trim |
| 13 | GS | Goldman Sachs Group Inc | +0.2% | +5.52% | Add |
| 14 | LRCX | Lam Research CORP | +0.2% | -9.28% | Trim |
| 15 | UNH | Unitedhealth Group Inc | +0.2% | +106.10% | Add |
| 16 | AVGO | Broadcom Inc | +0.2% | +8.70% | Add |
| 17 | VST | Vistra CORP | +0.1% | +39.91% | Add |
| 18 | GEV | GE Vernova Inc | +0.1% | +3.26% | Add |
| 19 | XLI | Ss Industrial Select Sector | +0.1% | +175.38% | Add |
| 20 | AXON | Axon Enterprise Inc | +0.1% | +40.49% | Add |
| 21 | MNST | Monster Beverage CORP | +0.1% | -4.20% | Trim |
| 22 | CVX | Chevron CORP | +0.1% | +157.09% | Add |
| 23 | TTD | Trade Desk Inc/the -class A | +0.1% | +114.48% | Add |
| 24 | ADBE | Adobe Inc | +0.1% | +21.01% | Add |
| 25 | KLAC | Kla CORP | +0.1% | -5.11% | Trim |
| 26 | EMR | Emerson Electric Co | +0.1% | +4.79% | Add |
| 27 | BNY | Bank Of New York Mellon CORP | +0.1% | +0.27% | Add |
| 28 | JPM | Jpmorgan Chase & Co | +0.1% | +2.80% | Add |
| 29 | XOM | Exxon Mobil CORP | +0.1% | -1.52% | Trim |
| 30 | CRM | Salesforce Inc | +0.1% | +17.77% | Add |
| 31 | V | Visa Inc-class A Shares | +0.1% | +16.72% | Add |
| 32 | GE | General Electric | 0% | +1.58% | Add |
| 33 | XLF | Ss Financial Select Sector | 0% | +10.92% | Add |
| 34 | EPD | Enterprise Products Partners | 0% | +9.50% | Add |
| 35 | EOG | Eog Resources Inc | 0% | +24.88% | Add |
| 36 | DGRO | Ishares Core Dividend Growth | 0% | +19.03% | Add |
| 37 | AAPL | Apple Inc | 0% | -4.11% | Trim |
| 38 | KNG | Ft Vest S&p 500 Dvd Arst Trg | 0% | +7.36% | Add |
| 39 | QDPL | Pacer Met US Lrg Cap Dvd 400 | 0% | +16.99% | Add |
| 40 | MLPX | Global X Mlp & Energy Infras | 0% | +12.68% | Add |
| 41 | IVV | Ishares Core S&p 500 ETF | 0% | +16.38% | Add |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 0% | -4.38% | Trim |
| 43 | FDL | First Trust Morn Dvd Lead In | 0% | +5.82% | Add |
| 44 | PFE | Pfizer Inc | 0% | +8.41% | Add |
| 45 | PSX | Phillips 66 | 0% | +49.85% | Add |
| 46 | TRFK | Pacer Data And Digital Rev | 0% | +15.53% | Add |
| 47 | IAU | Ishares Gold Trust | 0% | +2.09% | Add |
| 48 | NBIS | Nebius Group N.V. | 0% | +40.53% | Add |
| 49 | SCHG | Schwab US Large-cap Growth | 0% | +6.59% | Add |
| 50 | AMZN | Amazon.com Inc | — | -3.05% | Trim |
According to official SEC Form 13F filings, Teamwork Financial Advisors, LLC reported a total U.S. public equity portfolio value of $908.4M across 173 disclosed positions in Q4 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, NVDA) accounted for 22.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
CGDV
市值: $23.8M
Top Position Liquidated / Trimmed
PGR
前期市值: $2.4M
During Q4 2025, Teamwork Financial Advisors, LLC's top holdings by market value included AAPL (5.2%)、AMZN (5.1%)、NVDA (4.0%). The largest single position, AAPL, represented 5.2% of total portfolio value.
In Q4 2025, Teamwork Financial Advisors, LLC made 192 total portfolio adjustments, initiating 19 new buys, adding to 58 positions, trimming 92 holdings, and fully liquidating 23 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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