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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
AAPLApple Inc
Recent Activity
Increased 0.19%
8.46%
$65.106M
254,719 shares@ $255.6 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 18.17%
6.04%
$46.451M↑ Call
211,315 shares@ $219.82 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 6.67%
4.69%
$36.082M
627,187 shares@ $57.53 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.9%
4.15%
$31.896M↑ Call
75,862 shares@ $420.46 avg price
TSLATesla Inc
Recent Activity
Increased 87.29%
3.2%
$24.559M↑ Call
60,381 shares@ $406.74 avg price
COWZPacer Fds Tr
Recent Activity
Increased 4.6%
2.97%
$22.8M
403,693 shares@ $56.48 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 2.7%
2.84%
$21.83M
115,321 shares@ $189.31 avg price
CALFPacer Fds Tr
Recent Activity
Increased 8.65%
2.8%
$21.521M
489,009 shares@ $44.01 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 13.44%
2.76%
$21.176M
438,163 shares@ $48.34 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Increased 9.42%
2.59%
$19.883M↑ Call
38,108 shares@ $521.77 avg price