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Home > Institutional Investor > Teamwork Financial Advisors, Llc > Profile

Instuitional Investor - Teamwork Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Teamwork Financial Advisors, Llc
Portfolio Value $750,899,155
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 205,089 $45,556,506 6.07%
2.
J P Morgan Exchange Traded F
 753,687 $43,065,685 5.74%
3.
Amazon Com Inc
 AMZN 218,318 $41,537,184 5.53%
4.
J P Morgan Exchange Traded F
 558,428 $28,915,429 3.85%
5.
Nvidia Corp
 NVDA 251,002 $27,203,707 3.62%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)