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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.3 Million 4.76% of portfolio
66,554
Q4 2024 Reduced 1.24%
$0
$17.7 Million 4.38% of portfolio
51,633
Q4 2024 Reduced 1.64%
$0
$10.5 Million 2.6% of portfolio
60,203
Q4 2024 Added 14.59%
$0
$9.55 Million 2.36% of portfolio
56,392
Q4 2024 Added 3.39%
$0
$9.21 Million 2.27% of portfolio
72,195
Q4 2024 Added 6.96%
$0
$6.82 Million 1.68% of portfolio
37,432
Q4 2024 Added 1.38%
$0
$6.28 Million 1.55% of portfolio
10,100
Q4 2024 Added 0.01%
$0
$5.94 Million 1.47% of portfolio
45,280
Q4 2024 Added 2.41%
$0
$4.79 Million 1.18% of portfolio
8,138
Q4 2024 Reduced 0.25%
$0
$3.96 Million 0.98% of portfolio
60,246
Q4 2024 Added 0.58%
$0
$3.63 Million 0.9% of portfolio
8,847
Q4 2024 Reduced 10.64%
$0
$3.4 Million 0.84% of portfolio
5,794
Q3 2024 Added 2.8%
$0
$3.36 Million 0.83% of portfolio
32,906
Q4 2024 Reduced 0.39%
$0
$3.3 Million 0.81% of portfolio
64,448
Q4 2024 Added 2.11%
$0
$2.86 Million 0.71% of portfolio
5,592
Q4 2024 Reduced 0.62%
$0
$2.88 Million 0.71% of portfolio
58,080
Q4 2024 Added 4.7%
$0
$2.37 Million 0.59% of portfolio
47,301
Q4 2024 Added 2.38%
$0
$2.26 Million 0.56% of portfolio
31,600
Q4 2024 Reduced 0.14%
$0
$2.17 Million 0.54% of portfolio
24,739
Q2 2024 Reduced 2.76%
$0
$2.2 Million 0.54% of portfolio
13,447
Q4 2024 Added 6.63%
$0
$2.07 Million 0.51% of portfolio
3,837
Q4 2024 Added 6.14%
$0
$2.03 Million 0.5% of portfolio
17,234
Q4 2024 Added 0.26%
$0
$1.94 Million 0.48% of portfolio
28,080
Q4 2024 Reduced 0.59%
$0
$1.83 Million 0.45% of portfolio
66,859
Q4 2024 Added 189.06%
$0
$1.65 Million 0.41% of portfolio
4,105
Q4 2024 Reduced 5.7%
$0
$1.6 Million 0.39% of portfolio
19,772
Q4 2024 Added 1.14%
$0
$1.46 Million 0.36% of portfolio
3,427
Q4 2024 Reduced 0.2%
$0
$1.36 Million 0.34% of portfolio
5,853
Q4 2024 Reduced 0.2%
$0
$1.37 Million 0.34% of portfolio
57,187
Q4 2024 Reduced 7.54%
$0
$1.26 Million 0.31% of portfolio
18,753
Q4 2024 Reduced 10.59%
$0
$1.19 Million 0.29% of portfolio
6,678
Q4 2024 Reduced 2.72%
$0
$1.13 Million 0.28% of portfolio
8,566
Q3 2024 Reduced 3.62%
$0
$1.11 Million 0.27% of portfolio
7,610
Q4 2024 Reduced 8.9%
$0
$970,000 0.24% of portfolio
22,452
Q4 2024 Added 32.61%
$0
$834,000 0.21% of portfolio
15,844
Q4 2024 Reduced 5.34%
$0
$850,000 0.21% of portfolio
17,668
Q4 2024 Added 3.48%
$0
$844,000 0.21% of portfolio
14,332
Q4 2024 Reduced 6.06%
$0
$814,000 0.2% of portfolio
9,141
Q4 2024 Reduced 2.28%
$0
$758,000 0.19% of portfolio
13,039
Q4 2024 Reduced 7.22%
$0
$714,000 0.18% of portfolio
5,723
Q4 2024 Added 4.51%
$0
$737,000 0.18% of portfolio
12,021
Q4 2024 Reduced 1.56%
$0
$710,000 0.18% of portfolio
12,472
Q4 2024 Reduced 44.37%
$0
$673,000 0.17% of portfolio
5,548
Q4 2024 Added 11.85%
$0
$594,000 0.15% of portfolio
18,900
Q4 2024 Reduced 6.14%
$0
$603,000 0.15% of portfolio
8,030
Q4 2024 Reduced 4.74%
$0
$532,000 0.13% of portfolio
6,490
Q3 2024 Reduced 3.99%
$0
$510,000 0.13% of portfolio
10,483
Q4 2024 Reduced 1.96%
$0
$546,000 0.13% of portfolio
2,475
Q2 2024 Reduced 0.76%
$0
$533,000 0.13% of portfolio
2,524
Q4 2024 Added 2.14%

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
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