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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
VVisa Inc
Recent Activity
Decreased -0.07%
0.34%
$2.609M
8,256 shares@ $316.02 avg price
AMATApplied Matls Inc
Recent Activity
New Position
0.29%
$2.156M
13,259 shares@ $162.64 avg price
LACLithium Amers Corp New
Recent Activity
Increased 79.16%
0.28%
$2.122M
714,381 shares@ $2.98 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -0.42%
0.28%
$2.111M
30,623 shares@ $68.95 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
New Position
0.27%
$2.062M
11,767 shares@ $175.24 avg price
KLACKla Corp
Recent Activity
Decreased -29.58%
0.27%
$2.061M
3,270 shares@ $630.4 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -3.51%
0.27%
$2.044M
3,793 shares@ $538.89 avg price
ORealty Income Corp
Recent Activity
Increased 71.94%
0.26%
$1.983M
37,122 shares@ $53.41 avg price
FDLFirst Tr Morningstar Divid L
Recent Activity
Decreased -19.41%
0.26%
$1.98M
49,190 shares@ $40.27 avg price
MLPXGlobal X Fds
Recent Activity
Increased 159.36%
0.25%
$1.906M
31,465 shares@ $60.56 avg price