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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
EPDEnterprise Prods Partners L
Recent Activity
Decreased -28.08%
0.2%
$1.475M
47,044 shares@ $31.37 avg price
DXCMDexcom Inc
Recent Activity
Increased 49.74%
0.19%
$1.457M
18,729 shares@ $77.77 avg price
TTDThe Trade Desk Inc
Recent Activity
Decreased -5.3%
0.19%
$1.438M
12,231 shares@ $117.53 avg price
ASMLAsml Holding N V
Recent Activity
New Position
0.19%
$1.416M
2,043 shares@ $693.11 avg price
IJKIshares Tr
Recent Activity
Increased 11.78%
0.18%
$1.358M
14,930 shares@ $90.94 avg price
NKENike Inc
Recent Activity
Increased 20.64%
0.18%
$1.357M
17,935 shares@ $75.68 avg price
HDVIshares Tr
Recent Activity
Decreased -32.86%
0.17%
$1.244M
11,085 shares@ $112.25 avg price
UPSUnited Parcel Service Inc
Recent Activity
Increased 56.15%
0.17%
$1.235M
9,790 shares@ $126.11 avg price
IJTIshares Tr
Recent Activity
Increased 36.16%
0.16%
$1.224M
9,042 shares@ $135.38 avg price
PFEPfizer Inc
Recent Activity
New Position
0.16%
$1.204M
45,387 shares@ $26.54 avg price