test

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
GRNYTidal Etf Tr
Recent Activity
New Position
0.86%
$6.618M
331,577 shares@ $19.96 avg price
AXPAmerican Express Co
Recent Activity
Increased 2.72%
0.71%
$5.405M
18,213 shares@ $296.79 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 102.14%
0.7%
$5.315M
29,211 shares@ $181.97 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 11.02%
0.66%
$5.036M
41,691 shares@ $120.79 avg price
CATCaterpillar Inc
Recent Activity
Decreased -65.59%
0.66%
$5.032M
13,883 shares@ $362.48 avg price
AXONAxon Enterprise Inc
Recent Activity
Decreased -25.78%
0.62%
$4.707M
7,920 shares@ $594.33 avg price
JEPQJ P Morgan Exchange Traded F
Recent Activity
Increased 12.88%
0.54%
$4.14M
73,438 shares@ $56.39 avg price
CDNSCadence Design System Inc
Recent Activity
Increased 3.06%
0.53%
$4.066M
13,532 shares@ $300.47 avg price
SPGIS&p Global Inc
Recent Activity
Increased 21.28%
0.47%
$3.603M
7,235 shares@ $498.05 avg price
GOOGAlphabet Inc
Recent Activity
Increased 7.8%
0.43%
$3.242M
16,928 shares@ $191.51 avg price