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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
LLYEli Lilly & Co
Recent Activity
Decreased -31.09%
0.09%
$672,412
871 shares@ $772.0 avg price
WMTWalmart Inc
Recent Activity
Decreased -13.43%
0.09%
$621,171
6,875 shares@ $90.36 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -4.84%
0.08%
$612,264
6,965 shares@ $87.91 avg price
KMIKinder Morgan Inc Del
Recent Activity
Decreased -24.99%
0.08%
$607,653
22,178 shares@ $27.4 avg price
SPTLSpdr Ser Tr
Recent Activity
Decreased -45.36%
0.08%
$602,893
23,020 shares@ $26.19 avg price
VICIVici Pptys Inc
Recent Activity
Decreased -12.5%
0.08%
$562,062
19,243 shares@ $29.21 avg price
ETEnergy Transfer L P
Recent Activity
Decreased -59.48%
0.07%
$520,270
26,558 shares@ $19.59 avg price
TAt&t Inc
Recent Activity
Decreased -1.16%
0.07%
$500,543
21,983 shares@ $22.77 avg price
LYVLive Nation Entertainment In
Recent Activity
Decreased -0.26%
0.07%
$490,805
3,790 shares@ $129.5 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -5.49%
0.07%
$483,800
946 shares@ $511.42 avg price