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
IRMIron Mtn Inc Del
Recent Activity
Decreased -0.17%
0.07%
$472,382
4,494 shares@ $105.12 avg price
CLColgate Palmolive Co
Recent Activity
Decreased -83.31%
0.07%
$471,187
5,183 shares@ $90.92 avg price
CVXChevron Corp New
Recent Activity
Decreased -6.43%
0.06%
$442,309
3,054 shares@ $144.83 avg price
AMLPAlps Etf Tr
Recent Activity
Decreased -4.7%
0.06%
$440,498
9,147 shares@ $48.16 avg price
PSXPhillips 66
Recent Activity
Decreased -10.96%
0.06%
$423,618
3,719 shares@ $113.91 avg price
CRMSalesforce Inc
Recent Activity
Decreased -10.31%
0.06%
$404,121
1,208 shares@ $334.54 avg price
DECKDeckers Outdoor Corp
Recent Activity
Decreased -8.82%
0.06%
$396,636
1,953 shares@ $203.1 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -2.74%
0.06%
$394,833
4,609 shares@ $85.67 avg price
ODFLOld Dominion Freight Line In
Recent Activity
Decreased -13.94%
0.06%
$387,374
2,196 shares@ $176.4 avg price
WPCWp Carey Inc
Recent Activity
Decreased -4.64%
0.05%
$383,436
7,038 shares@ $54.49 avg price