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Doug Moe

Teamwork Financial Advisors, Llc

Assets Managed
$946.31M
Holdings
179
Last Quarter
2026 - Q1
Filed Date
1mo 21d ago
Growth Rate
-4.43%(2Q avg: -1.22%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Teamwork Financial Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 179 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 946.31M in assets, with a quarterly growth rate of -4.43% and a 2-quarter average growth rate of -1.22%. The portfolio is managed by Doug Moe, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -6.88%
4.76%
$45.01M↑ Call
177,351 shares@ $253.79 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -4.66%
4.63%
$43.765M
210,136 shares@ $208.28 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.07%
3.92%
$37.003M↑ Call
212,172 shares@ $174.41 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.56%
2.55%
$24.104M
65,116 shares@ $370.17 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Decreased -0.17%
2.45%
$23.164M
544,530 shares@ $42.54 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 1.45%
2.41%
$22.793M↑ Call
134,345 shares@ $169.66 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Decreased -15.81%
2.39%
$22.553M
246,102 shares@ $91.64 avg price
GRNJ
Fundstr Gran Sh Us Sm & Mid
Recent Activity
New Position
2.12%
$20.019M
800,456 shares@ $25.02 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -8.71%
2.08%
$19.669M
68,401 shares@ $287.56 avg price
ICOW
Pacer Developed Markets Inte
Recent Activity
New Position
2.05%
$19.399M
457,093 shares@ $42.45 avg price

1-10 of 179