Raab & Moskowitz Asset Management LLC Portfolio Holdings

Raab & Moskowitz Asset Management LLC

  • $405 Million
  • Q4 2024

Raab & Moskowitz Asset Management LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $405 Million distributed in 172 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.5M, Vanguard Total Stock Market Et with a value of $19.3M, Vanguard Mega Cap Growth ETF with a value of $17.7M, Microsoft Corp with a value of $15.1M, and Costco Wholesale Corp with a value of $13.9M.

Examining the 13F form we can see an increase of $12.6M in the current position value, from $393M to 405M.

Raab & Moskowitz Asset Management LLC is based out at Chatham, NJ

Below you can find more details about Raab & Moskowitz Asset Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $405 Million
ETFs: $162 Million
Technology: $49.2 Million
Consumer Defensive: $42 Million
Consumer Cyclical: $35.5 Million
Financial Services: $33.5 Million
Healthcare: $32.1 Million
Industrials: $20.8 Million
Communication Services: $18.5 Million
Other: $11.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.57T
$21.5 Million 5.3% of portfolio
85,705
Q4 2024 Reduced 2.76%
$2.8T
$15.1 Million 3.74% of portfolio
35,910
Q4 2024 Added 5.24%
$419B
$13.9 Million 3.42% of portfolio
15,129
Q4 2024 Added 5.28%
$141B
$12.8 Million 3.16% of portfolio
105,917
Q4 2024 Added 3.2%
$683B
$11.9 Million 2.93% of portfolio
26,193
Q4 2024 Reduced 0.9%
$1.94T
$8.88 Million 2.19% of portfolio
40,463
Q4 2024 Added 12.55%
$238B
$8.63 Million 2.13% of portfolio
95,478
Q4 2024 Added 0.77%
$922B
$7.65 Million 1.89% of portfolio
40,429
Q4 2024 Added 2.3%
$142B
$7.58 Million 1.87% of portfolio
285,567
Q4 2024 Added 10.2%
$36.4B
$7.42 Million 1.83% of portfolio
23,485
Q4 2024 Reduced 2.22%
$207B
$7.1 Million 1.75% of portfolio
46,693
Q4 2024 Added 12.2%
$227B
$5.6 Million 1.38% of portfolio
56,307
Q4 2024 Added 17.68%
$720B
$4.65 Million 1.15% of portfolio
19,400
Q4 2024 Added 12.21%
$370B
$4.67 Million 1.15% of portfolio
26,302
Q4 2024 Reduced 0.8%
$375B
$4.16 Million 1.03% of portfolio
10,691
Q4 2024 Added 10.88%
$490B
$3.91 Million 0.96% of portfolio
7,723
Q4 2024 Reduced 2.52%
$335B
$3.81 Million 0.94% of portfolio
86,700
Q4 2024 Added 11.06%
$77.3B
$3.82 Million 0.94% of portfolio
13,701
Q4 2024 Reduced 2.27%
$573B
$3.38 Million 0.83% of portfolio
10,703
Q4 2024 Added 3.87%
$67.8B
$3.27 Million 0.81% of portfolio
14,124
Q4 2024 Added 6.64%
$230B
$3.18 Million 0.78% of portfolio
10,957
Q4 2024 Reduced 0.08%
$191B
$2.79 Million 0.69% of portfolio
69,737
Q4 2024 Reduced 1.53%
$95B
$2.63 Million 0.65% of portfolio
13,056
Q4 2024 Reduced 0.24%
$71B
$2.58 Million 0.64% of portfolio
13,385
Q4 2024 Reduced 1.34%
$496B
$2.53 Million 0.62% of portfolio
23,525
Q4 2024 Added 0.86%
$310B
$2.44 Million 0.6% of portfolio
39,156
Q4 2024 Reduced 6.04%
$30B
$2.41 Million 0.59% of portfolio
18,607
Q4 2024 Reduced 2.98%
$404B
$2.38 Million 0.59% of portfolio
14,212
Q4 2024 Added 5.5%
$327B
$2.31 Million 0.57% of portfolio
15,925
Q4 2024 Reduced 1.29%
$142B
$2.32 Million 0.57% of portfolio
10,257
Q4 2024 Reduced 1.43%
$201B
$2.15 Million 0.53% of portfolio
7,230
Q4 2024 Reduced 2.22%
$102B
$2.11 Million 0.52% of portfolio
11,936
Q4 2024 Added 12.59%
$57.8B
$2.01 Million 0.5% of portfolio
9,345
Q4 2024 Added 46.29%
$41.1B
$1.94 Million 0.48% of portfolio
22,999
Q4 2024 Added 3.58%
$246B
$1.95 Million 0.48% of portfolio
16,189
Q3 2024 Added 0.07%
$268B
$1.96 Million 0.48% of portfolio
5,869
Q4 2024 Added 19.68%
$232B
$1.81 Million 0.45% of portfolio
15,977
Q4 2024 Added 0.38%
$166B
$1.82 Million 0.45% of portfolio
15,058
Q4 2024 Added 17.81%
$180B
$1.8 Million 0.44% of portfolio
16,129
Q4 2024 Reduced 3.55%
$93B
$1.7 Million 0.42% of portfolio
28,491
Q4 2024 Added 6.06%
$80B
$1.54 Million 0.38% of portfolio
20,341
Q4 2024 Added 42.51%
$785B
$1.49 Million 0.37% of portfolio
1,936
Q4 2024 Added 27.87%
$186B
$1.15 Million 0.28% of portfolio
2,001
Q4 2024 Added 81.58%
$61.9B
$1.14 Million 0.28% of portfolio
35,409
Q4 2024 Reduced 4.89%
$53.1B
$1.13 Million 0.28% of portfolio
4,578
Q3 2024 Reduced 1.42%
$951B
$1.08 Million 0.27% of portfolio
5,682
Q4 2024 Reduced 3.19%
$130B
$1.04 Million 0.26% of portfolio
18,440
Q4 2024 Reduced 0.23%
$415B
$1.03 Million 0.25% of portfolio
1,159
Q4 2024 Added 4.32%
$162B
$1.03 Million 0.25% of portfolio
27,458
Q4 2024 Reduced 1.88%

Summary

  • Portfolio
  • No. of Stocks 172
  • Current Value $405 Million
  • Prior Value $393 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
Track This Portfolio

Track Raab & Moskowitz Asset Management LLC Portfolio

Follow Raab & Moskowitz Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Raab & Moskowitz Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Raab & Moskowitz Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email