Long-term investor

Teamwork Financial Advisors, LLC @teamworkfinancialadvisor

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001629931).

Record

  • Tracked since 2025-06-30 (449 days), 259 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months +18.7% · 1 year n/a · all +11.3%
  • Max drawdown n/a · win rate 46% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AAPL · 4.1% · long · since 2025-06-30
  • AMZN · 3.6% · long · since 2025-06-30
  • 78468R663 · 3.4% · long · since 2025-06-30
  • NVDA · 3.0% · long · since 2025-06-30
  • 14020W106 · 2.5% · long · since 2025-12-31
  • 45259A258 · 2.4% · long · since 2026-03-31
  • GOOGL · 2.2% · long · since 2025-06-30
  • AMD · 2.2% · long · since 2025-06-30
  • 78464A631 · 2.2% · long · since 2025-12-31
  • 37954Y673 · 2.2% · long · since 2026-03-31
  • MSFT · 2.1% · long · since 2025-06-30
  • 770700102 · 2.0% · long · since 2025-06-30

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