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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 $769,815,180
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 253,800 $63,556,392 8.25%
2.
Amazon Com Inc
 AMZN 210,857 $46,259,917 6%
3.
J P Morgan Exchange Traded F
 627,187 $36,082,041 4.68%
4.
Microsoft Corp
 MSFT 75,644 $31,884,163 4.14%
5.
Nvidia Corp
 NVDA 205,133 $27,547,417 3.57%
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)