TF
| |
Teamwork Financial Advisors, LLC13F | |
| Teamwork Financial Advisors, LLC | |
| Last update 2025-07-07 | 190 Stocks (19 new) |
| Value $863.00 Mil | Turnover 27 % |
Teamwork Financial Advisors, L... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JEPI | JPMorgan Equity Premium Income ETF | 907,939 | 51,616.5 | +20.47% | 5.980 | +1.02% | 0.130 | +8.92% | +3.79% | 41,268.0 | ||
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 544,415 | 49,939.1 | +166.06% | 5.790 | +3.61% | 0.120 | +1.06% | +2.33% | 41,773.5 | ||
AMZN | Amazon.com Inc | 221,407 | 48,574.6 | +1.41% | 5.630 | +0.08% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
KNG |
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
| 829,178 | 40,712.7 | New Holding | 4.720 | +4.72% | 1.080 | +6.76% | +4.97% | 3,840.4 | ||
NVDA | NVIDIA Corp | 223,165 | 35,258.8 | -11.09% | 4.080 | -0.40% | 0.000 | +68.92% | +24.40% | 4,073,453.7 | Semiconductors | |
MSFT | Microsoft Corp | 67,893 | 33,783.7 | +68.08% | 3.910 | +1.58% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
SCHV | Schwab U.S. Large-Cap Value ETF | 999,701 | 27,661.7 | +46.96% | 3.200 | +1.02% | 0.220 | +12.87% | +9.16% | 12,891.6 | ||
META | Meta Platforms Inc | 34,437 | 25,465.3 | +8.71% | 2.950 | +0.24% | 0.000 | +40.99% | +20.58% | 1,772,123.0 | Interactive Media | |
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 451,024 | 24,535.8 | -19.23% | 2.840 | -0.74% | 0.100 | +16.04% | +3.12% | 25,374.9 | ||
AAPL | Apple Inc | 114,689 | 23,536.3 | -44.08% | 2.730 | -2.68% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware |
Teamwork Financial Advisors, LLC's Historical Top Holdings Breakdowns
Teamwork Financial Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
KNG |
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
| 2025-06-30 | New Buy New Buy | +4.72% | 45.3 ($48.66) 50.64 | $50.12 | 3.00% | New holding | 829,178 | 829,178 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-06-30 | Add Add | +3.61% | 91.43 ($91.58) 91.74 | $91.67 | 0.10% | Add 166.06% | 544,415 | 339,796 | |
COWZ | Pacer US Cash Cows 100 ETF | 2025-06-30 | Reduce Reduce | -2.86% | 47.46 ($52.98) 55.3 | $56.77 | 7.15% | Reduce -83.84% | 75,582 | -392,082 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -2.68% | 172.42 ($202.27) 223.89 | $214.40 | 6.00% | Reduce -44.08% | 114,689 | -90,400 | |
XLV | Health Care Select Sector SPDR | 2025-06-30 | Reduce Reduce | -2.46% | 128.77 ($135.21) 146.01 | $133.53 | -1.24% | Reduce -96.89% | 4,066 | -126,690 | |
XLI | Industrial Select Sector SPDR | 2025-06-30 | Reduce Reduce | -2.44% | 116.42 ($136.33) 147.52 | $151.02 | 10.78% | Reduce -92.03% | 12,114 | -139,840 | |
COWG |
Pacer US Large Cap Cash Cows Growth Leaders ETF
Pacer US Large Cap Cash Cows Growth Leaders ETF
| 2025-06-30 | New Buy New Buy | +2.31% | 27.4 ($32.78) 35.19 | $35.13 | 7.17% | New holding | 568,102 | 568,102 | |
BRK.B | Berkshire Hathaway Inc | 2025-06-30 | Reduce Reduce | -2.30% | 483.48 ($508.26) 539.8 | $478.13 | -5.93% | Reduce -81.72% | 7,262 | -32,456 | |
TDG | TransDigm Group Inc | 2025-06-30 | Reduce Reduce | -2.08% | 1231.75 ($1404.17) 1520.64 | $1,571.06 | 11.89% | Reduce -92.34% | 935 | -11,266 | |
TSLA | Tesla Inc | 2025-06-30 | Reduce Reduce | -2.03% | 221.86 ($300.61) 362.89 | $332.11 | 10.48% | Reduce -71.03% | 24,045 | -58,941 |
Teamwork Financial Advisors, LLC Total Holding History ($B)
Teamwork Financial Advisors, LLC's Asset Allocation
Teamwork Financial Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Teamwork Financial Advisors, LLC's Hypothetical Growth since 2025-06-30
Teamwork Financial Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Teamwork Financial Advisors, LLC's Holdings Heat Map
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Teamwork Financial Advisors, LLC's Holdings Bubble Chart
Teamwork Financial Advisors, LLC News
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