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Teamwork Financial Advisors, Llc

Portfolio Manager
Teamwork Financial Advisors, LLC
Performance
-6.39% (2026 Q1)
AUM (13F)
$946.31M
# of Holdings
179
Performance Rank
Allocation (Top 20)
46.29%

Teamwork Financial Advisors, Llc Holdings Map

Top 50 Teamwork Financial Advisors, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
4.32%153.1K$38.8M
-4.62%(-7.42K)
2025-Q1: 205.1K shares2025-Q2: 114.7K shares2025-Q3: 168.0K shares2025-Q4: 160.5K shares2026-Q1: 153.1K shares
$134.60(+111.14%)
2026-03-31
AMZN
AMAZON COM INC
4.15%179.2K$37.3M
+0.18%(+320)
2025-Q1: 218.3K shares2025-Q2: 221.4K shares2025-Q3: 173.9K shares2025-Q4: 178.9K shares2026-Q1: 179.2K shares
$151.79(+80.21%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.31%171.1K$29.8M
-4.42%(-7.91K)
2025-Q1: 251.0K shares2025-Q2: 223.2K shares2025-Q3: 174.3K shares2025-Q4: 179.0K shares2026-Q1: 171.1K shares
$55.45(+254.37%)
2026-03-31
MSFT
MICROSOFT CORP
2.62%63.6K$23.5M
+7.12%(+4.23K)
2025-Q1: 40.4K shares2025-Q2: 67.9K shares2025-Q3: 56.6K shares2025-Q4: 59.4K shares2026-Q1: 63.6K shares
$366.95(+12.11%)
2026-03-31
CGDV
CAPITAL GROUP DIVIDEND VALUE
2.57%544.5K$23.2M
-0.18%(-955)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 545.5K shares2026-Q1: 544.5K shares
$42.83(+8.93%)
2026-03-31
BIL
SPDR SERIES TRUST
2.51%246.1K$22.6M
-15.82%(-46.25K)
2025-Q1: 204.6K shares2025-Q2: 544.4K shares2025-Q3: 385.2K shares2025-Q4: 292.3K shares2026-Q1: 246.1K shares
$91.74(-0.34%)
2026-03-31
GRNJ
TIDAL TRUST III
2.22%800.5K$20.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 800.5K shares
$25.28(+18.95%)
2026-03-31
GOOGL
ALPHABET INC
2.19%68.4K$19.7M
-8.71%(-6.53K)
2025-Q1: 52.2K shares2025-Q2: 37.4K shares2025-Q3: 80.8K shares2025-Q4: 74.9K shares2026-Q1: 68.4K shares
$159.30(+143.84%)
2026-03-31
ICOW
PACER FDS TR
2.16%457.1K$19.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 457.1K shares
$31.06(+43.89%)
2026-03-31
XAR
SPDR SERIES TRUST
2.11%74.9K$19.0M
+2180.82%(+71.62K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 3.3K shares2026-Q1: 74.9K shares
$199.37(+28.02%)
2026-03-31

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