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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
GWWGrainger W W Inc
Recent Activity
Decreased -1.73%
1.86%
$14.304M
13,571 shares@ $1054.04 avg price
IJRIshares Tr
Recent Activity
Increased 13.77%
1.79%
$13.77M
119,514 shares@ $115.23 avg price
JPMEJ P Morgan Exchange Traded F
Recent Activity
Increased 7.36%
1.69%
$12.996M
126,823 shares@ $102.48 avg price
WMBWilliams Cos Inc
Recent Activity
Decreased -24.21%
1.49%
$11.442M
211,420 shares@ $54.12 avg price
FANGDiamondback Energy Inc
Recent Activity
Decreased -15.72%
1.39%
$10.643M
64,881 shares@ $164.05 avg price
LDOSLeidos Holdings Inc
Recent Activity
Increased 497.87%
1.33%
$10.166M
70,566 shares@ $144.06 avg price
AMGNAmgen Inc
Recent Activity
Decreased -22.49%
1.16%
$8.886M↑ Call
34,105 shares@ $260.55 avg price
UBERUber Technologies Inc
Recent Activity
Increased 1907.06%
1.1%
$8.447M
140,032 shares@ $60.33 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 0.69%
1.01%
$7.757M↑ Call
72,352 shares@ $107.22 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Decreased -64.37%
0.9%
$6.879M
20,104 shares@ $342.16 avg price