Doug Moe

@Teamwork Financial Advisors, Llc

Latest period2024 - Q4

Reported2d 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
OHIOmega Healthcare Invs Inc Recent Activity New Position	0.09%	$666,842 17,618 shares@ $37.86 avg price	New Position
CCICrown Castle Inc Recent Activity New Position	0.08%	$569,247 6,272 shares@ $90.77 avg price	New Position
BOXXEa Series Trust Recent Activity New Position	0.07%	$502,767 4,559 shares@ $110.29 avg price	New Position
DDominion Energy Inc Recent Activity New Position	0.07%	$498,205 9,250 shares@ $53.86 avg price	New Position
EPREpr Pptys Recent Activity New Position	0.07%	$473,309 10,689 shares@ $44.29 avg price	New Position
PLTRPalantir Technologies Inc Recent Activity New Position	0.04%	$252,226 3,335 shares@ $75.63 avg price	New Position
DGROIshares Tr Recent Activity New Position	0.03%	$207,542 3,384 shares@ $61.34 avg price	New Position
DISDisney Walt Co Recent Activity New Position	0.03%	$205,952 1,849 shares@ $111.39 avg price	New Position
BLKBlackrock Inc Recent Activity New Position	0.03%	$202,557 197 shares@ $1028.21 avg price	New Position
OWLBlue Owl Capital Inc Recent Activity New Position	0.02%	$151,589 17,226 shares@ $8.81 avg price	New Position