Teamwork Financial Advisors, LLC
Q2 2025 13F Holdings
- Locationsan antonio, TX
- Num holdings
190
- Value ($000)
$863,138
- Date Filed07/07/2025
- Form type13F-HR
- CIK0001629931
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $51.62 M | 6 % | 907,939 | ||
KRE SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 | $49.94 M | 6 % | 544,415 | ||
AMZN AMAZON COM INC | COM | 023135106 | $48.57 M | 6 % | 221,407 | ||
FIRST TR EXCHANGE-TRADED FD | FT VEST S&P 500 | 33739Q705 | $40.71 M | 5 % | 829,178 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $35.26 M | 4 % | 223,165 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $33.78 M | 4 % | 67,893 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $27.66 M | 3 % | 999,701 | ||
META META PLATFORMS INC | CL A | 30303M102 | $25.47 M | 3 % | 34,437 | ||
JEPQ J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $24.54 M | 3 % | 451,024 | ||
AAPL APPLE INC | COM | 037833100 | $23.54 M | 3 % | 114,689 |
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