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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
GRMNGarmin Ltd
Recent Activity
Increased 0.14%
0.42%
$3.23M
15,658 shares@ $206.27 avg price
EMREmerson Elec Co
Recent Activity
Decreased -14.34%
0.42%
$3.178M
25,646 shares@ $123.94 avg price
IRIngersoll Rand Inc
Recent Activity
Increased 13.78%
0.39%
$2.992M
33,077 shares@ $90.47 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -17.03%
0.39%
$2.987M
6,589 shares@ $453.29 avg price
PWRQuanta Svcs Inc
Recent Activity
New Position
0.39%
$2.961M
9,370 shares@ $316.06 avg price
JCIJohnson Ctls Intl Plc
Recent Activity
New Position
0.38%
$2.902M
36,764 shares@ $78.94 avg price
SFYTidal Etf Tr
Recent Activity
New Position
0.38%
$2.882M
26,475 shares@ $108.85 avg price
BKBank New York Mellon Corp
Recent Activity
New Position
0.37%
$2.841M
36,984 shares@ $76.84 avg price
VLOValero Energy Corp
Recent Activity
Increased 0.19%
0.37%
$2.823M
23,029 shares@ $122.6 avg price
JPSEJ P Morgan Exchange Traded F
Recent Activity
Decreased -82.61%
0.36%
$2.71M
57,904 shares@ $46.81 avg price