• 13F History

Teamwork Financial Advisors, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 10, 2025
Value $
$726M
Signature - Title
Doug Moe - CCO
Location
San Antonio, TX
Summary
This page shows a list of all the recent 13F filings made by Teamwork Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Teamwork Financial Advisors, LLC reported 155 stock holdings with total value $726M as of Q1 2025. Top holdings included AAPL, JEPI, AMZN, JEPQ, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 155 $726M +$210M -$204M +$6.21M AAPL, JEPI, AMZN, JEPQ, NVDA 13F-HR 4/10/2025, 03:00 PM
Q4 2024 160 $768M +$134M -$107M +$26.3M AAPL, AMZN, JEPI, MSFT, NVDA 13F-HR 1/17/2025, 04:44 PM
Q3 2024 159 $721M +$137M -$109M +$28.2M AAPL, JEPI, AMZN, MSFT, NVDA 13F-HR 10/16/2024, 03:43 PM
Q2 2024 137 $675M +$220M -$193M +$26.6M AAPL, AMZN, JEPI, MSFT, FANG 13F-HR 8/6/2024, 10:26 AM
Q1 2024 179 $650M +$194M -$170M +$24.1M AAPL, MSFT, AMZN, NVDA, COWZ 13F-HR 4/19/2024, 04:29 PM
Q4 2023 184 $583M +$51.7M -$134M -$82.6M AAPL, MSFT, BIL, FANG, AMZN 13F-HR 1/19/2024, 11:55 AM
Q3 2023 211 $613M +$73.6M -$58M +$15.7M AAPL, BIL, MSFT, FANG, AMZN 13F-HR 10/31/2023, 02:21 PM
Q2 2023 191 $615M +$119M -$70.9M +$47.8M AAPL, MSFT, BIL, FANG, AMZN 13F-HR 7/17/2023, 04:58 PM
Q1 2023 181 $541M +$145M -$103M +$41.9M AAPL, MSFT, FANG, DVN, JEPI 13F-HR 4/6/2023, 03:37 PM
Q4 2022 193 $496M +$113M -$63.1M +$50.1M AAPL, DVN, MSFT, FANG, HDV 13F-HR 1/17/2023, 11:53 AM
Q3 2022 199 $464M +$103M -$50.1M +$52.5M AAPL, DVN, MSFT, FANG, FDL 13F-HR 10/12/2022, 11:37 AM
Q2 2022 201 $457M +$123M -$56.1M +$66.5M AAPL, DVN, MSFT, FANG, FDL 13F-HR 7/22/2022, 12:19 PM
Q1 2022 240 $536M +$168M -$99.6M +$68.6M AAPL, MSFT, DVN, FANG, EPD 13F-HR 4/18/2022, 03:43 PM
Q4 2021 293 $544M +$78.4M -$55M +$23.4M AAPL, PINS, V, DVN, TTD 13F-HR 1/31/2022, 03:24 PM
Q3 2021 265 $505M +$75.1M -$36.2M +$38.9M AAPL, PINS, V, SE, OIH 13F-HR 10/13/2021, 12:50 PM
Q2 2021 242 $490M +$79.2M -$52.3M +$26.9M AAPL, PINS, OIH, V, SE 13F-HR 7/13/2021, 04:11 PM
Q1 2021 229 $426M +$79.3M -$69M +$10.2M AAPL, PINS, V, SE, MELI 13F-HR 4/12/2021, 11:22 AM
Q4 2020 196 $421M +$60.3M -$11.3M +$49.1M AAPL, PINS, TTD, V, VGSH 13F-HR 2/5/2021, 05:55 PM
Q3 2020 177 $323M +$120M -$43M +$77.4M AAPL, V, PINS, TTD, VGSH 13F-HR 10/15/2020, 12:50 PM
Q2 2020 185 $279M +$101M -$23.1M +$78.4M AAPL, V, TTD, AMZN, DIS 13F-HR 7/13/2020, 04:42 PM
Q1 2020 112 $161M +$48.4M -$16.6M +$31.8M AAPL, V, TTD, BRKB, PINS 13F-HR 5/4/2020, 02:04 PM
Q4 2019 108 $167M AAPL, V, BRKB, SHY, TJX 13F-HR 2/13/2020, 01:50 PM