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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
NVONovo-nordisk A S
Recent Activity
Decreased -26.74%
0.05%
$382,960
4,452 shares@ $86.02 avg price
MPCMarathon Pete Corp
Recent Activity
Decreased -48.47%
0.05%
$375,876
2,694 shares@ $139.53 avg price
TJXTjx Cos Inc New
Recent Activity
Decreased -58.96%
0.05%
$369,314
3,057 shares@ $120.81 avg price
JQUAJ P Morgan Exchange Traded F
Recent Activity
Decreased -31.94%
0.05%
$363,658
6,350 shares@ $57.27 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Decreased -0.05%
0.05%
$363,038
1,839 shares@ $197.42 avg price
MTUMIshares Tr
Recent Activity
Decreased -24.01%
0.05%
$354,820
1,715 shares@ $206.9 avg price
OBDCBlue Owl Capital Corporation
Recent Activity
Decreased -0.35%
0.05%
$328,002
21,693 shares@ $15.13 avg price
DVNDevon Energy Corp New
Recent Activity
Decreased -26.13%
0.05%
$319,957
9,775 shares@ $32.74 avg price
ENBEnbridge Inc
Recent Activity
Decreased -6.43%
0.05%
$312,710
7,370 shares@ $42.44 avg price
STZConstellation Brands Inc
Recent Activity
Decreased -31.01%
0.04%
$296,002
1,339 shares@ $221.07 avg price