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Raab & Moskowitz Asset Management LLC13F | |
| Raab & Moskowitz Asset Management LLC | |
| Last update 2025-05-15 | 175 Stocks (8 new) |
| Value $398.00 Mil | Turnover 3 % |
Raab & Moskowitz Asset Managem... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 68,498 | 18,826.1 | +2.92% | 4.740 | +0.13% | 0.000 | +16.43% | +6.31% | 472,004.6 | ||
AAPL | Apple Inc | 82,220 | 18,263.6 | -4.07% | 4.590 | -0.21% | 0.000 | +3.58% | -16.29% | 3,123,230.6 | Hardware | |
MGK | Vanguard Mega Cap Growth ETF | 48,308 | 14,921.3 | -6.44% | 3.750 | -0.28% | 0.070 | +23.07% | +8.41% | 25,833.8 | ||
BRK.B | Berkshire Hathaway Inc | 26,162 | 13,933.1 | -0.12% | 3.500 | 0% | 0.000 | -10.99% | +3.72% | 1,014,122.1 | Insurance | |
COST | Costco Wholesale Corp | 14,637 | 13,843.0 | -3.25% | 3.480 | -0.11% | 0.000 | -0.82% | +5.87% | 429,143.9 | Retail - Defensive | |
MSFT | Microsoft Corp | 34,672 | 13,015.5 | -3.45% | 3.270 | -0.13% | 0.000 | +31.37% | +20.47% | 3,759,529.3 | Software | |
TJX | TJX Companies Inc | 103,136 | 12,562.0 | -2.63% | 3.160 | -0.08% | 0.010 | -4.95% | +1.40% | 135,815.0 | Retail - Cyclical | |
RSP | Invesco S&P 500 Equal Weight ETF | 59,228 | 10,260.1 | -1.62% | 2.580 | -0.04% | 0.010 | +11.76% | +4.82% | 73,156.8 | ||
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 75,090 | 9,683.6 | +4.01% | 2.440 | +0.09% | 0.020 | +10.18% | +6.00% | 58,274.8 | ||
VTV | Vanguard Value ETF | 56,015 | 9,676.0 | -0.67% | 2.430 | -0.02% | 0.010 | +8.46% | +5.19% | 131,706.9 |
Raab & Moskowitz Asset Management LLC's Historical Top Holdings Breakdowns
Raab & Moskowitz Asset Management LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DVY | iShares Select Dividend ETF | 2025-03-31 | Add Add | +0.35% | 128.58 ($134.09) 138.1 | $133.88 | -0.16% | Add 23% | 55,693 | 10,413 | |
MGK | Vanguard Mega Cap Growth ETF | 2025-03-31 | Reduce Reduce | -0.28% | 307.43 ($337.36) 357.48 | $371.51 | 10.12% | Reduce -6.44% | 48,308 | -3,325 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.21% | 209.68 ($231.67) 247.1 | $209.11 | -9.74% | Reduce -4.07% | 82,220 | -3,485 | |
PAAA | PGIM AAA CLO ETF | 2025-03-31 | New Buy New Buy | +0.21% | 51.15 ($51.33) 51.52 | $51.35 | 0.04% | New holding | 16,519 | 16,519 | |
EUAD |
Select STOXX Europe Aerospace & Defense ETF
Select STOXX Europe Aerospace & Defense ETF
| 2025-03-31 | New Buy New Buy | +0.14% | 24.4 ($29.43) 36.06 | $42.50 | 44.41% | New holding | 16,738 | 16,738 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.13% | 375.39 ($407.71) 447.2 | $505.82 | 24.06% | Reduce -3.45% | 34,672 | -1,238 | |
PRU | Prudential Financial Inc | 2025-03-31 | Add Add | +0.13% | 105.04 ($113.94) 122.33 | $102.98 | -9.62% | Add 61.66% | 11,882 | 4,532 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +0.13% | 271.18 ($290.53) 303.12 | $306.10 | 5.36% | Add 2.92% | 68,498 | 1,944 | |
IGV |
iShares Expanded Tech-Software Sector ETF
iShares Expanded Tech-Software Sector ETF
| 2025-03-31 | New Buy New Buy | +0.12% | 88.3 ($98.77) 107.83 | $108.99 | 10.35% | New holding | 5,489 | 5,489 | |
COST | Costco Wholesale Corp | 2025-03-31 | Reduce Reduce | -0.11% | 890.62 ($974.97) 1076.86 | $967.68 | -0.75% | Reduce -3.25% | 14,637 | -492 |
Raab & Moskowitz Asset Management LLC Total Holding History ($B)
Raab & Moskowitz Asset Management LLC's Asset Allocation
Raab & Moskowitz Asset Management LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Raab & Moskowitz Asset Management LLC's Hypothetical Growth since 2025-03-31
Raab & Moskowitz Asset Management LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Raab & Moskowitz Asset Management LLC's Holdings Heat Map
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Raab & Moskowitz Asset Management LLC's Holdings Bubble Chart
Raab & Moskowitz Asset Management LLC News
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