Teamwork Financial Advisors, LLC

Q3 2025 13F Holdings

  • Location
    san antonio, TX
  • Num holdings

    205

  • Value ($000)

    $970,962

  • Date Filed
    10/08/2025
  • Form type
    13F-HR
  • CIK
    0001629931
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
$42.79M
4 %

168,032

AMZN
AMZN

AMAZON COM INC

COM
$38.19M
4 %

173,942

KRE
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
$35.35M
4 %

385,234

NVDA
NVDA

NVIDIA CORPORATION

COM
$32.52M
3 %

174,303

MSFT
MSFT

MICROSOFT CORP

COM
$29.31M
3 %

56,566

JEPI
JEPI

J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM
$28.00M
3 %

490,348

COWG
COWG

PACER FDS TR

US LRG CP CASH
$24.25M
3 %

668,021

TSLA
TSLA

TESLA INC

COM
$21.53M
2 %

48,423

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
$19.65M
2 %

80,831

ANET
ANET

ARISTA NETWORKS INC

COM SHS
$19.17M
2 %

131,539

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 205