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Doug Moe

Teamwork Financial Advisors, Llc

Assets Managed
$1.102B
Holdings
184
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
16.46%(2Q avg: 6.01%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Teamwork Financial Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 184 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.102B in assets, with a quarterly growth rate of 16.46% and a 2-quarter average growth rate of 6.01%. The portfolio is managed by Doug Moe, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -1.08%
4.61%
$50.762M
175,429 shares@ $289.37 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -7.91%
4.19%
$46.121M
193,507 shares@ $238.35 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -11.84%
3.4%
$37.426M↑ Call
187,045 shares@ $200.09 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 64.89%
3.38%
$37.186M
405,781 shares@ $91.64 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 4.62%
2.55%
$28.073M
569,657 shares@ $49.29 avg price
GRNJ
Fundstr Gran Sh Us Sm & Mid
Recent Activity
Increased 3.16%
2.36%
$25.959M
825,676 shares@ $31.44 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.09%
2.23%
$24.465M
68,458 shares@ $357.38 avg price
AMD
Advanced Micro Devices
Recent Activity
Decreased -53.84%
2.2%
$24.167M
41,602 shares@ $580.92 avg price
XAR
Spdr S&p Aerospace & Def Etf
Recent Activity
Increased 12.97%
2.18%
$24.013M
84,616 shares@ $283.8 avg price
PAVE
Global X Us Infrastructure
Recent Activity
Increased 12.17%
2.16%
$23.745M
403,005 shares@ $58.93 avg price

1-10 of 184