Teamwork Financial Advisors, LLC
Q1 2025 13F Holdings
- Locationsan antonio, TX
- Num holdings
173
- Value ($000)
$750,899
- Date Filed04/10/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $45.56 M | 6 % | 205,089 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $43.07 M | 6 % | 753,687 | ||
AMZN AMAZON COM INC | COM | 023135106 | $41.54 M | 6 % | 218,318 | ||
JEPQ J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | $28.92 M | 4 % | 558,428 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $27.20 M | 4 % | 251,002 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $25.61 M | 3 % | 467,664 | ||
TSLA TESLA INC | COM | 88160R101 | $21.51 M | 3 % | 82,986 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $21.15 M | 3 % | 39,718 | ||
XLI SELECT SECTOR SPDR TR | INDL | 81369Y704 | $19.92 M | 3 % | 151,954 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $19.43 M | 3 % | 67,444 |
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