Doug Moe

@Teamwork Financial Advisors, Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$769.815M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
EXPEExpedia Group Inc Recent Activity New Position	0.24%	$1.791M 9,611 shares@ $186.34 avg price	New Position
PGRProgressive Corp Recent Activity New Position	0.24%	$1.782M 7,436 shares@ $239.62 avg price	New Position
ETNEaton Corp Plc Recent Activity New Position	0.23%	$1.72M 5,184 shares@ $331.87 avg price	New Position
BABoeing Co Recent Activity New Position	0.21%	$1.541M 8,708 shares@ $177.0 avg price	New Position
ASMLAsml Holding N V Recent Activity New Position	0.19%	$1.416M 2,043 shares@ $693.11 avg price	New Position
PFEPfizer Inc Recent Activity New Position	0.16%	$1.204M 45,387 shares@ $26.54 avg price	New Position
SMCISuper Micro Computer Inc Recent Activity New Position	0.16%	$1.203M 39,480 shares@ $30.49 avg price	New Position
PLDPrologis Inc. Recent Activity New Position	0.15%	$1.14M 10,783 shares@ $105.71 avg price	New Position
FFord Mtr Co Recent Activity New Position	0.15%	$1.095M 110,633 shares@ $9.9 avg price	New Position
MUMicron Technology Inc Recent Activity New Position	0.13%	$997,212 11,849 shares@ $84.17 avg price	New Position