Teamwork Financial Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TF Teamwork Financial Advisors, LLC | Institutional Filer | ▼ 5.27% | $715.8M | 166 |
Current Portfolio Holdings
Showing all 166 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 210K | $43.8M | 6.11% |
| 2 | MSFT | Microsoft Corporation | Technology | 65K | $24.1M | 3.37% |
| 3 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 545K | $23.2M | 3.24% |
| 4 | BIL | SPDR SERIES TRUST | — | 246K | $22.6M | 3.15% |
| 5 | GRNJ | TIDAL TRUST III | — | 800K | $20.0M | 2.80% |
| 6 | GOOGL | Alphabet Inc. | Technology | 68K | $19.7M | 2.75% |
| 7 | ICOW | PACER FDS TR | — | 457K | $19.4M | 2.71% |
| 8 | META | Meta Platforms, Inc. | Technology | 33K | $19.2M | 2.68% |
| 9 | XAR | SPDR SERIES TRUST | — | 75K | $19.0M | 2.66% |
| 10 | AMD | Advanced Micro Devices, Inc. | Technology | 90K | $18.3M | 2.56% |
| 11 | PAVE | GLOBAL X FDS | — | 359K | $18.3M | 2.55% |
| 12 | GEV | GE Vernova Inc. | Utilities | 19K | $16.4M | 2.29% |
| 13 | JPM | JPMorgan Chase & Co. | Financial Services | 54K | $15.8M | 2.21% |
| 14 | COST | Costco Wholesale Corporation | Consumer Defensive | 15K | $15.3M | 2.14% |
| 15 | PWR | Quanta Services, Inc. | Industrials | 28K | $15.1M | 2.11% |
Showing 1 to 15 of 166 holdings