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Doug Moe

@Teamwork Financial Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$769.815MTotal holdings160
Assets growth rate6.7%Assets growth rate (2-Q avg)6.8%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Teamwork Financial Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 160 positions.

Assets under management

The assets under management (AUM) of Teamwork Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 769.815M in assets, with a quarterly growth rate of 6.7% and a 2-quarter average growth rate of 6.8%. The portfolio is managed by Doug Moe, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ANETArista Networks Inc
Recent Activity
New Position
3.08%
$23.672M
214,169 shares@ $110.54 avg price
GRNYTidal Etf Tr
Recent Activity
New Position
0.86%
$6.618M
331,577 shares@ $19.96 avg price
PWRQuanta Svcs Inc
Recent Activity
New Position
0.39%
$2.961M
9,370 shares@ $316.06 avg price
JCIJohnson Ctls Intl Plc
Recent Activity
New Position
0.38%
$2.902M
36,764 shares@ $78.94 avg price
SFYTidal Etf Tr
Recent Activity
New Position
0.38%
$2.882M
26,475 shares@ $108.85 avg price
BKBank New York Mellon Corp
Recent Activity
New Position
0.37%
$2.841M
36,984 shares@ $76.84 avg price
AMATApplied Matls Inc
Recent Activity
New Position
0.29%
$2.156M
13,259 shares@ $162.64 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
New Position
0.27%
$2.062M
11,767 shares@ $175.24 avg price
CBRECbre Group Inc
Recent Activity
New Position
0.25%
$1.874M
14,271 shares@ $131.3 avg price
GSGoldman Sachs Group Inc
Recent Activity
New Position
0.25%
$1.869M
3,264 shares@ $572.68 avg price