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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 $1,102,018,585
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 156,029 $45,148,599 4.1%
2.
Amazon Com Inc
 AMZN 168,407 $40,138,189 3.64%
3.
Spdr Series Trust - ST STR BLO 1 ETF
 405,781 $37,185,689 3.37%
4.
Nvidia Corp
 NVDA 167,945 $33,603,788 3.05%
5.
Capital Group Dividend Value
 569,657 $28,072,700 2.55%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.