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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
Exited
0%
$21.213M
55,267 shares@ $383.82 avg price
8863⤦Tidal Etf Tr
Recent Activity
Exited
0%
$2.766M
133,122 shares@ $20.79 avg price
SMCISuper Micro Computer Inc
Recent Activity
Exited
0%
$1.939M
4,656 shares@ $416.4 avg price
SBUXStarbucks Corp
Recent Activity
Exited
0%
$1.401M
14,374 shares@ $97.5 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Exited
0%
$1.369M
6,064 shares@ $225.81 avg price
FCXFreeport-mcmoran Inc
Recent Activity
Exited
0%
$1.158M
23,195 shares@ $49.93 avg price
CVSCvs Health Corp
Recent Activity
Exited
0%
$1.018M
16,190 shares@ $62.88 avg price
SHVIshares Tr
Recent Activity
Exited
0%
$633,193
5,723 shares@ $110.65 avg price
ZROZPimco Etf Tr
Recent Activity
Exited
0%
$568,204
6,894 shares@ $82.43 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Exited
0%
$328,559
2,133 shares@ $154.04 avg price