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Teamwork Financial Advisors, LLC
Teamwork Financial Advisors, LLC is an investment adviser offering asset management services. It provides continuous supervision over clients' accounts based on their financial situations, investment objectives, and risk tolerance.
Investment Strategy
Asset management involving continuous and ongoing supervision over client accounts, with a focus on buying, selling, reinvesting, or holding securities based on clients' financial situations and investment objectives.
Latest 13F Filing Activity
Teamwork Financial Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 176 equity positions and 28 options positions with a total 13F market value of $971M. The fund increased holdings in Apple Inc., Tesla Inc., Lam Research Corp. among other positions. Teamwork Financial Advisors, LLC reduced exposure to First TR Exchange-traded FD, Schwab Strategic TR, J P Morgan Exchange Traded F among others.
Top Holdings
Equity Positions (176)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 4.41% | $42.8M | 168,032 | $145.94 | $254.63 | +$19.3M |
A AMZN | AMAZON COM INC | 3.93% | $38.2M | 173,942 | $159.07 | $219.57 | -$10.4M |
B BIL | SPDR SERIES TRUST | 3.64% | $35.3M | 385,234 | $91.73 | $91.75 | -$14.6M |
N NVDA | NVIDIA CORPORATION | 3.35% | $32.5M | 174,303 | $50.22 | $186.58 | -$2.7M |
M MSFT | MICROSOFT CORP | 3.02% | $29.3M | 56,566 | $378.94 | $517.95 | -$4.5M |
Options Positions (28)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
A AMZN | AMAZON COM INC | Sold | Call | $11.7M | 534 | $219.57 | $200.15 | -116 | -$2.5M |
A AAPL | APPLE INC | Sold | Call | $7.8M | 306 | $254.63 | $205.17 | -17 | +$1.2M |
X XOM | EXXON MOBIL CORP | Bought | Call | $6.9M | 613 | $112.75 | $115.55 | +18 | +$497.5K |
M MSFT | MICROSOFT CORP | Bought | Call | $5.0M | 97 | $517.95 | $467.93 | +46 | +$2.5M |
P PLTR | PALANTIR TECHNOLOGIES INC | Bought | Call | $2.3M | 124 | $182.42 | $157.14 | +56 | +$1.3M |
Industry Allocation
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