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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
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
COSTCostco Whsl Corp New
Recent Activity
Increased 10%
2.45%
$18.811M
20,537 shares@ $915.97 avg price
XLISelect Sector Spdr Tr
Recent Activity
Increased 7.97%
2.44%
$18.71M
142,000 shares@ $131.76 avg price
BILSpdr Ser Tr
Recent Activity
Increased 0.77%
2.35%
$18.048M
197,396 shares@ $91.44 avg price
TDGTransdigm Group Inc
Recent Activity
Increased 24.59%
2.25%
$17.281M
13,636 shares@ $1267.29 avg price
METAMeta Platforms Inc
Recent Activity
Increased 1.67%
2.16%
$16.557M
28,304 shares@ $584.97 avg price
NFLXNetflix Inc
Recent Activity
Decreased -3.29%
2.1%
$16.146M
18,115 shares@ $891.33 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 3.53%
2.1%
$16.089M
67,140 shares@ $239.64 avg price
ORCLOracle Corp
Recent Activity
Decreased -11.62%
1.98%
$15.2M↑ Call
91,238 shares@ $166.6 avg price