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| Happy Holidays!! thanks for using AUM13F!! |
| Teamwork Financial Advisors LLC
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| CRD # | 165237 |
| SEC # | 801-114801 |
| CIK # | 0001629931 |
| AUM | $800.5 M (2025-03-20) |
| Employees | 27 (48% Investors, 0% Brokers) |
| Phone | 210-687-1333 |
| Address | 8 Dominion Drive Bldg 100103 San Antonio, TX 78257 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001629931 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 62.8 | ||
| Nvidia Corp | 39.1 | ||
| Microsoft Corp | 36.3 | ||
| Apple Inc | 30.2 | ||
| Facebook Inc | 25.5 | ||
| J P Morgan Chase & Co | 24.1 | ||
| Netflix Inc | 23.6 | ||
| GE Vernova Inc | 22.5 | ||
| Goldman Sachs Group Inc | 21.2 | ||
| Quanta Services Inc | 20.6 | ||
| Costco Wholesale Corp /NEW | 20.2 | ||
| Intuitive Surgical Inc | 19.9 | ||
| Progressive Corp/Oh/ | 18.6 | ||
| iShares Bitcoin Trust | 17.7 | ||
| SPDR Gold Trust | 15.5 | ||
| Exxon Mobil Corp | 14.1 | ||
| Tesla Motors Inc | 8.3 | ||
| Arista Networks Inc | 7.8 | ||
| Advanced Micro Devices Inc | 6.7 | ||
| Alphabet Inc | 6.6 | ||
| Oracle Corp | 6.2 | ||
| CrowdStrike Holdings Inc | 5.6 | ||
| Diamondback Energy Inc | 5.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,483 | 217.3 |
| (b) Individuals (high net worth individuals) | 840 | 569.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 2.2 |
| (h) Charitable organizations | 3 | 11.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,253 | 800.5 |
| By Discretionary | ||
| Discretionary | 4,253 | 800.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,253 | 800.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 800.5 | |
| Total | 4,253 | 800.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001629931] |
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|---|---|---|
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KS | 0.8 |
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PA | 0.8 |
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Fortis Group Advisors LLC
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Canopy Partners LLC
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OH | 0.8 |
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Vaquero Private Wealth Ltd
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Berthel Fisher & Company Financial Services Inc
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IA | 0.8 |
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Claremont Capital Management LLC
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AZ | 0.8 |
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Stablepoint Partners LLC
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Perryman Financial Advisory Inc
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TX | 0.8 |