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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
EMREmerson Elec Co
Recent Activity
Decreased -14.34%
0.42%
$3.178M
25,646 shares@ $123.94 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -17.03%
0.39%
$2.987M
6,589 shares@ $453.29 avg price
JPSEJ P Morgan Exchange Traded F
Recent Activity
Decreased -82.61%
0.36%
$2.71M
57,904 shares@ $46.81 avg price
VVisa Inc
Recent Activity
Decreased -0.07%
0.34%
$2.609M
8,256 shares@ $316.02 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -0.42%
0.28%
$2.111M
30,623 shares@ $68.95 avg price
KLACKla Corp
Recent Activity
Decreased -29.58%
0.27%
$2.061M
3,270 shares@ $630.4 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -3.51%
0.27%
$2.044M
3,793 shares@ $538.89 avg price
FDLFirst Tr Morningstar Divid L
Recent Activity
Decreased -19.41%
0.26%
$1.98M
49,190 shares@ $40.27 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -37.82%
0.24%
$1.822M
7,860 shares@ $231.84 avg price
NOWServicenow Inc
Recent Activity
Decreased -23.91%
0.23%
$1.753M
1,654 shares@ $1060.13 avg price