Teamwork Financial Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 155Value: $652.1MLatest: 2025Q1

Teamwork Financial Advisors, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 155 holdings worth $0.7 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "HOOD",
  "SMCI",
  "SNOW",
  "MU",
  "ACN",
  "ZS",
  "ABT",
  "ABBV",
  "ADBE",
  "OBDC",
  "GOOGL",
  "AXP",
  "ASML",
  "T",
  null,
  "CAT",
  "AVGO",
  "ARCC",
  "CCI",
  null,
  null,
  "PSEC",
  null,
  "EOG",
  "HD",
  null,
  "QCOM",
  null,
  "ISRG",
  "AMAT",
  "EMR",
  "META",
  "IJH",
  "LAC.TO",
  "OXLC",
  "KMI",
  "MPC",
  "PWR",
  "MSFT",
  "EPR",
  "IJR",
  "ANET",
  "KLAC",
  "ORCL",
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "IRM",
  "PGR",
  "IJK",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "ENB",
  "PLTR",
  "PFE",
  "VZ",
  "MPW",
  "AMGN",
  null,
  "MSTR",
  "SPGI",
  null,
  "NOW",
  "O",
  "GLD",
  null,
  "SPYG",
  null,
  null,
  "SPLG",
  "IBM",
  "TJX",
  "TDG",
  "UBER",
  "UPS",
  "VXF",
  "SACH",
  null,
  "VIG",
  null,
  null,
  null,
  "TSM",
  "OHI",
  null,
  null,
  "VYM",
  "VRTX",
  "ATO",
  "ARE",
  "AXON",
  "AMD",
  "FTHM",
  null,
  "NVO",
  "AMZN",
  null,
  null,
  null,
  null,
  "VLO",
  "VOO",
  "V",
  "VICI",
  "WMT",
  "WMB",
  "WPC",
  null,
  "GRMN",
  "SCHD",
  "ET",
  "SOFI",
  "SCHG",
  null,
  "TTD",
  "PSX",
  "CRM",
  "LYV",
  null,
  "MTUM",
  "GEV",
  "MELI",
  "DGRO",
  "GWW",
  "BK",
  "BRK-B",
  "BA",
  "BTI",
  "CDNS",
  "CVX",
  "CMG",
  "CME",
  "COST",
  "CRWD",
  "DVN",
  "FANG",
  "RSP",
  "QQQ",
  "EPD",
  "ETN",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-10
Total Holdings: 155
Total Value: 652093764
Accession Number: 0001667731-25-000392
Form Type: 13F-HR
CIK: teamwork-financial-advisors
Manager Name: Teamwork-Financial-Advisors

Data Enrichment

82% identified

127 identified28 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

155 positions • $652.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 8

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Apple Inc.

AAPL|037833100

Shares:205.1K

Value:$45.6M

% of Portfolio:7.0% ($45.6M/$652.1M)

46641Q332

Shares:753.7K

Value:$43.1M

% of Portfolio:6.6% ($43.1M/$652.1M)

AMAZON COM INC

AMZN|023135106

Shares:218.3K

Value:$41.5M

% of Portfolio:6.4% ($41.5M/$652.1M)

46654Q203

Shares:558.4K

Value:$28.9M

% of Portfolio:4.4% ($28.9M/$652.1M)

NVIDIA CORP

NVDA|67066G104

Shares:251.0K

Value:$27.2M

% of Portfolio:4.2% ($27.2M/$652.1M)

69374H881

Shares:467.7K

Value:$25.6M

% of Portfolio:3.9% ($25.6M/$652.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:39.7K

Value:$21.2M

% of Portfolio:3.2% ($21.2M/$652.1M)

81369Y704

Shares:152.0K

Value:$19.9M

% of Portfolio:3.1% ($19.9M/$652.1M)

SPDR GOLD TRUST

GLD|78463V107

Shares:67.4K

Value:$19.4M

% of Portfolio:3.0% ($19.4M/$652.1M)

81369Y209

Shares:130.8K

Value:$19.1M

% of Portfolio:2.9% ($19.1M/$652.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:77.3K

Value:$19.0M

% of Portfolio:2.9% ($19.0M/$652.1M)

78468R663

Shares:204.6K

Value:$18.8M

% of Portfolio:2.9% ($18.8M/$652.1M)

Meta Platforms, Inc.

META|30303M102

Shares:31.7K

Value:$18.3M

% of Portfolio:2.8% ($18.3M/$652.1M)

808524409

Shares:680.3K

Value:$18.1M

% of Portfolio:2.8% ($18.1M/$652.1M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:35.1K

Value:$17.4M

% of Portfolio:2.7% ($17.4M/$652.1M)

37954Y293

Shares:269.2K

Value:$17.2M

% of Portfolio:2.6% ($17.2M/$652.1M)

TransDigm Group INC

TDG|893641100

Shares:12.2K

Value:$16.9M

% of Portfolio:2.6% ($16.9M/$652.1M)

NETFLIX INC

NFLX|64110L106

Shares:16.6K

Value:$15.4M

% of Portfolio:2.4% ($15.4M/$652.1M)

MICROSOFT CORP

MSFT|594918104

Shares:40.4K

Value:$15.2M

% of Portfolio:2.3% ($15.2M/$652.1M)

AbbVie Inc.

ABBV|00287Y109

Shares:53.4K

Value:$11.2M

% of Portfolio:1.7% ($11.2M/$652.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	205.1K	QoQ +22216.53% (+204.2K) YoY -49.64% (-202.2K)	All Managers (Combined)	$45.6M	7.0% ($45.6M/$652.1M)	QoQ +2840.63% (+$44.0M) YoY -34.77% (-$24.3M)
(cusip46641Q332)✕	753.7K	QoQ +20.16% (+126.5K) YoY +160.46% (+464.3K)	All Managers (Combined)	$43.1M	6.6% ($43.1M/$652.1M)	QoQ +19.35% (+$7.0M) YoY +157.22% (+$26.3M)
AMAZON COM INC(AMZNcusip023135106)	218.3K	QoQ +3.53% (-7.5K) YoY +23.40% (+41.4K)	All Managers (Combined)	$41.5M	6.4% ($41.5M/$652.1M)	QoQ -10.20% (-$4.7M) YoY +30.16% (+$9.6M)
(cusip46654Q203)✕	558.4K	QoQ +660.40% (+485.0K) YoY +110.03% (+292.6K)	All Managers (Combined)	$28.9M	4.4% ($28.9M/$652.1M)	QoQ +598.36% (+$24.8M) YoY +100.50% (+$14.5M)
NVIDIA CORP(NVDAcusip67066G104)	251.0K	QoQ +56304.94% (+250.6K) YoY +83567.33% (+250.7K)	All Managers (Combined)	$27.2M	4.2% ($27.2M/$652.1M)	QoQ +63724.00% (+$27.2M) YoY +9935.75% (+$26.9M)
(cusip69374H881)✕	467.7K	QoQ +15.84% (+64.0K) YoY +39.12% (+131.5K)	All Managers (Combined)	$25.6M	3.9% ($25.6M/$652.1M)	QoQ +12.31% (+$2.8M) YoY +31.10% (+$6.1M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	39.7K	QoQ +502.79% (+33.1K) YoY +212.88% (+27.0K)	All Managers (Combined)	$21.2M	3.2% ($21.2M/$652.1M)	QoQ +608.24% (+$18.2M) YoY +296.26% (+$15.8M)
(cusip81369Y704)✕	152.0K	QoQ +7.00% (+10.0K) YoY +64.14% (+59.4K)	All Managers (Combined)	$19.9M	3.1% ($19.9M/$652.1M)	QoQ +6.44% (+$1.2M) YoY +70.79% (+$8.3M)
SPDR GOLD TRUST(GLDcusip78463V107)	67.4K	QoQ NEW(+67.4K) YoY NEW(+67.4K)	All Managers (Combined)	$19.4M	3.0% ($19.4M/$652.1M)	QoQ NEW(+$19.4M) YoY NEW(+$19.4M)
(cusip81369Y209)✕	130.8K	QoQ NEW(+130.8K) YoY +734.16% (+115.1K)	All Managers (Combined)	$19.1M	2.9% ($19.1M/$652.1M)	QoQ NEW(+$19.1M) YoY +724.46% (+$16.8M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	77.3K	QoQ +257696.66% (+77.3K) YoY +52.42% (+26.6K)	All Managers (Combined)	$19.0M	2.9% ($19.0M/$652.1M)	QoQ +752728.17% (+$19.0M) YoY +86.66% (+$8.8M)
(cusip78468R663)✕	204.6K	QoQ +3.65% (+7.2K) YoY +102.80% (+103.7K)	All Managers (Combined)	$18.8M	2.9% ($18.8M/$652.1M)	QoQ +3.99% (+$721.8K) YoY +102.64% (+$9.5M)
Meta Platforms, Inc.(METAcusip30303M102)	31.7K	QoQ +109134.48% (+31.6K) YoY +16.43% (+4.5K)	All Managers (Combined)	$18.3M	2.8% ($18.3M/$652.1M)	QoQ +1614226.96% (+$18.3M) YoY +38.20% (+$5.0M)
(cusip808524409)✕	680.3K	QoQ NEW(+680.3K) YoY +17778.34% (+676.5K)	All Managers (Combined)	$18.1M	2.8% ($18.1M/$652.1M)	QoQ NEW(+$18.1M) YoY +6155.67% (+$17.8M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	35.1K	QoQ -7.76% (-3.0K) YoY +35.49% (+9.2K)	All Managers (Combined)	$17.4M	2.7% ($17.4M/$652.1M)	QoQ -12.48% (-$2.5M) YoY +68.15% (+$7.1M)
(cusip37954Y293)✕	269.2K	QoQ +755.51% (+237.7K) YoY NEW(+269.2K)	All Managers (Combined)	$17.2M	2.6% ($17.2M/$652.1M)	QoQ +801.42% (+$15.3M) YoY NEW(+$17.2M)
TransDigm Group INC(TDGcusip893641100)	12.2K	QoQ -10.52% (-1.4K) YoY +46.68% (+3.9K)	All Managers (Combined)	$16.9M	2.6% ($16.9M/$652.1M)	QoQ -2.33% (-$403.1K) YoY +64.74% (+$6.6M)
NETFLIX INC(NFLXcusip64110L106)	16.6K	QoQ -8.59% (-1.6K) YoY +3.57% (+571)	All Managers (Combined)	$15.4M	2.4% ($15.4M/$652.1M)	QoQ -4.36% (-$705.4K) YoY +59.02% (+$5.7M)
MICROSOFT CORP(MSFTcusip594918104)	40.4K	QoQ -46.59% (-35.3K) YoY -54.61% (-48.6K)	All Managers (Combined)	$15.2M	2.3% ($15.2M/$652.1M)	QoQ -52.44% (-$16.7M) YoY -59.50% (-$22.3M)
AbbVie Inc.(ABBVcusip00287Y109)	53.4K	QoQ +2060.89% (+51.0K) YoY +718.11% (+46.9K)	All Managers (Combined)	$11.2M	1.7% ($11.2M/$652.1M)	QoQ +2448.06% (+$10.8M) YoY +841.26% (+$10.0M)