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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
EPDEnterprise Prods Partners L
Recent Activity
Decreased -28.08%
0.2%
$1.475M
47,044 shares@ $31.37 avg price
TTDThe Trade Desk Inc
Recent Activity
Decreased -5.3%
0.19%
$1.438M
12,231 shares@ $117.53 avg price
HDVIshares Tr
Recent Activity
Decreased -32.86%
0.17%
$1.244M
11,085 shares@ $112.25 avg price
VRTXVertex Pharmaceuticals Inc
Recent Activity
Decreased -73.08%
0.15%
$1.094M
2,717 shares@ $402.7 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
Decreased -26.37%
0.13%
$946,649
15,699 shares@ $60.3 avg price
IJHIshares Tr
Recent Activity
Decreased -29.47%
0.13%
$926,238
14,865 shares@ $62.31 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Decreased -39.54%
0.13%
$925,461
12,227 shares@ $75.69 avg price
EOGEog Res Inc
Recent Activity
Decreased -24.17%
0.12%
$865,861
7,064 shares@ $122.58 avg price
ZSZscaler Inc
Recent Activity
Decreased -79.96%
0.11%
$795,249
4,408 shares@ $180.42 avg price
IBMInternational Business Machs
Recent Activity
Decreased -54.37%
0.09%
$683,038
3,107 shares@ $219.84 avg price