TF

Teamwork Financial Advisors, LLC

13F
Teamwork Financial Advisors, LLC
Last update 2025-04-10 173 Stocks (21 new)
Value $751.00 Mil Turnover 28 %
Countries:
Top Holdings: AAPL(6.07%)JEPI(5.74%)AMZN(5.53%)JEPQ(3.85%)NVDA(3.62%)
Summary Stock Picks Current Portfolio
Teamwork Financial Advisors, L... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
205,089
45,556.5
-19.19%
6.070
-1.59%
0.000
-14.78%
-19.69%
2,996,574.8
Hardware
JEPI 		JPMorgan Equity Premium Income ETF
753,687
43,065.7
+20.17%
5.740
+0.96%
0.120
-2.19%
+0.57%
39,230.0
 
AMZN 		Amazon.com Inc
218,318
41,537.2
+3.54%
5.530
+0.19%
0.000
-0.22%
-5.23%
2,207,245.8
Retail - Cyclical
JEPQ 		JPMorgan Nasdaq Equity Premium Income ETF
558,428
28,915.4
+660.41%
3.850
+3.34%
0.150
-1.23%
-2.35%
24,249.1
 
NVDA 		NVIDIA Corp
251,002
27,203.7
+22.36%
3.620
+0.66%
0.000
+19.35%
+4.25%
3,413,965.3
Semiconductors
COWZ 		Pacer US Cash Cows 100 ETF
467,664
25,609.3
+15.85%
3.410
+0.47%
0.110
-2.37%
-4.16%
21,119.2
 
TSLA 		Tesla Inc
82,986
21,506.7
+37.51%
2.860
+0.78%
0.000
+2.00%
-29.51%
916,951.5
Vehicles & Parts
BRK.B 		Berkshire Hathaway Inc
39,718
21,153.0
+502.79%
2.820
+2.35%
0.000
-1.96%
+7.82%
1,055,089.4
Insurance
XLI 		Industrial Select Sector SPDR
151,954
19,916.6
+7.01%
2.650
+0.17%
0.100
+7.70%
+9.41%
21,382.1
 
GLD 		SPDR Gold Shares ETF
67,444
19,433.3
New Holding
2.590
+2.59%
0.020
+14.73%
+27.75%
100,347.2
 

Teamwork Financial Advisors, LLC's Historical Top Holdings Breakdowns

Teamwork Financial Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JEPQ 		JPMorgan Nasdaq Equity Premium Income ETF2025-03-31Add
+3.34%
●
51.45 ($55.7) 58.51
$52.34
-6.03%
Add 660.41%
558,428
484,990
GLD 		SPDR Gold Shares ETF2025-03-31New Buy
+2.59%
●
243.19 ($264.45) 288.14
$309.33
16.97%
New holding
67,444
67,444
XLV 		Health Care Select Sector SPDR2025-03-31New Buy
+2.54%
●
137.61 ($145.27) 149.68
$133.11
-8.37%
New holding
130,756
130,756
CALF 		Pacer US Small Cap Cash Cows ETF2025-03-31Reduce
-2.49%
●
36.64 ($41.46) 45.76
$38.82
-6.37%
Reduce -89.08%
53,378
-435,631
SCHV 		Schwab U.S. Large-Cap Value ETF2025-03-31New Buy
+2.41%
●
25.77 ($26.84) 27.6
$26.85
0.04%
New holding
680,271
680,271
BRK.B 		Berkshire Hathaway Inc2025-03-31Add
+2.35%
●
442.66 ($486.15) 534.52
$488.74
0.53%
Add 502.79%
39,718
33,129
XLF 		Financial Select Sector SPDR2025-03-31Reduce
-2.28%
●
47.32 ($50.16) 52.19
$50.65
0.98%
Reduce -83.01%
74,463
-363,700
MLPX 		Global X MLP & Energy Infrastructure ETF2025-03-31Add
+2.02%
●
59.6 ($63) 67.2
$61.85
-1.83%
Add 755.52%
269,188
237,723
MSFT 		Microsoft Corp2025-03-31Reduce
-1.93%
●
375.39 ($407.71) 447.2
$467.68
14.71%
Reduce -46.6%
40,394
-35,250
GWW 		W.W. Grainger Inc2025-03-31Reduce
-1.71%
●
953.54 ($1033.91) 1132.42
$1,085.52
4.99%
Reduce -92.2%
1,058
-12,513

Teamwork Financial Advisors, LLC Total Holding History ($B)

To

Teamwork Financial Advisors, LLC's Asset Allocation

To

Teamwork Financial Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Teamwork Financial Advisors, LLC's Hypothetical Growth since 2025-03-31

Teamwork Financial Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Teamwork Financial Advisors, LLC's Holdings Heat Map

Size field:

Teamwork Financial Advisors, LLC's Holdings Bubble Chart

Teamwork Financial Advisors, LLC News

  • 1

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