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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
CBRECbre Group Inc
Recent Activity
New Position
0.25%
$1.874M
14,271 shares@ $131.3 avg price
GSGoldman Sachs Group Inc
Recent Activity
New Position
0.25%
$1.869M
3,264 shares@ $572.68 avg price
VZVerizon Communications Inc
Recent Activity
Increased 11.69%
0.24%
$1.84M
46,012 shares@ $40.0 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -37.82%
0.24%
$1.822M
7,860 shares@ $231.84 avg price
EXPEExpedia Group Inc
Recent Activity
New Position
0.24%
$1.791M
9,611 shares@ $186.34 avg price
PGRProgressive Corp
Recent Activity
New Position
0.24%
$1.782M
7,436 shares@ $239.62 avg price
NOWServicenow Inc
Recent Activity
Decreased -23.91%
0.23%
$1.753M
1,654 shares@ $1060.13 avg price
ETNEaton Corp Plc
Recent Activity
New Position
0.23%
$1.72M
5,184 shares@ $331.87 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 177.02%
0.21%
$1.594M
58,339 shares@ $27.32 avg price
BABoeing Co
Recent Activity
New Position
0.21%
$1.541M
8,708 shares@ $177.0 avg price