Teamwork Financial Advisors, LLC Portfolio Holdings
Teamwork Financial Advisors, LLC
- $863 Million
- Q4 2025
Teamwork Financial Advisors, LLC has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $863 Million distributed in 205 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $42.9M, Amazon Com Inc with a value of $42M, Nvidia Corp with a value of $33.4M, Microsoft Corp with a value of $30.1M, and Spdr Bloomberg 1 3 Month T Bil with a value of $26.8M.
Examining the 13F form we can see an decrease of $6.58M in the current position value, from $869M to 863M.
Below you can find more details about Teamwork Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$863 Million
Technology: $298 Million
Financial Services: $109 Million
Industrials: $101 Million
Consumer Cyclical: $100 Million
ETFs: $93 Million
Communication Services: $65.6 Million
Consumer Defensive: $32.9 Million
Energy: $30.8 Million
Other: $31 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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