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Size ($ in 1000's)
At 12/31/2023: $316,638
At 09/30/2023: $283,787
Raab & Moskowitz Asset Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Raab & Moskowitz Asset Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Raab & Moskowitz Asset Management LLC top holdings by largest position size, as per the latest 13f filing made by Raab & Moskowitz Asset Management LLC.
In the Raab & Moskowitz Asset Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Raab & Moskowitz Asset Management LLC in that top holding, then the share count change between reporting periods, and finally the Raab & Moskowitz Asset Management LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| APPLE INC |
88,135 |
+979 |
$16,969 | | AAPL | 88,135 | +979 | $16,969 | | VANGUARD INDEX FDS (VTI) |
62,888 |
+3,840 |
$14,918 | | VTI | 62,888 | +3,840 | $14,918 | | VANGUARD WORLD FD (MGK) |
52,897 |
+1,543 |
$13,727 | | MGK | 52,897 | +1,543 | $13,727 | | MICROSOFT CORP |
33,366 |
-1,023 |
$12,547 | | MSFT | 33,366 | -1,023 | $12,547 | | COSTCO WHSL CORP NEW |
14,709 |
+97 |
$9,709 | | COST | 14,709 | +97 | $9,709 |  BERKSHIRE HATHAWAY INC DEL |
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$9,387 | | BRK.B | 26,319 | +408 | $9,387 | | TJX COS INC NEW |
99,842 |
+463 |
$9,366 | | TJX | 99,842 | +463 | $9,366 | | VANGUARD INDEX FDS (VTV) |
43,761 |
+2,554 |
$6,542 | | VTV | 43,761 | +2,554 | $6,542 | | VANGUARD SPECIALIZED FUNDS (VIG) |
37,720 |
+1,420 |
$6,428 | | VIG | 37,720 | +1,420 | $6,428 | | PEPSICO INC |
36,233 |
+1,127 |
$6,154 | | PEP | 36,233 | +1,127 | $6,154 | | ALPHABET INC |
40,451 |
-871 |
$5,651 | | GOOGL | 40,451 | -871 | $5,651 | | VANGUARD WHITEHALL FDS (VYM) |
50,453 |
+4,292 |
$5,632 | | VYM | 50,453 | +4,292 | $5,632 | | AMAZON COM INC |
35,242 |
+371 |
$5,355 | | AMZN | 35,242 | +371 | $5,355 | | QUANTA SVCS INC |
24,649 |
-204 |
$5,319 | | PWR | 24,649 | -204 | $5,319 | | MERCK & CO INC |
46,796 |
+171 |
$5,102 | | MRK | 46,796 | +171 | $5,102 | | VANGUARD WORLD FDS (VGT) |
10,395 |
+14 |
$5,031 | | VGT | 10,395 | +14 | $5,031 | | WALMART INC |
31,845 |
+63 |
$5,020 | | WMT | 31,845 | +63 | $5,020 | | JOHNSON & JOHNSON |
29,399 |
-339 |
$4,608 | | JNJ | 29,399 | -339 | $4,608 | | UNITEDHEALTH GROUP INC |
8,233 |
-135 |
$4,334 | | UNH | 8,233 | -135 | $4,334 | | ABBVIE INC |
26,642 |
-323 |
$4,129 | | ABBV | 26,642 | -323 | $4,129 | | ISHARES TR (IVV) |
8,619 |
-174 |
$4,117 | | IVV | 8,619 | -174 | $4,117 | | INVESCO EXCHANGE TRADED FD T (RSP) |
25,092 |
+954 |
$3,960 | | RSP | 25,092 | +954 | $3,960 | | PFIZER INC |
133,747 |
+1,884 |
$3,851 | | PFE | 133,747 | +1,884 | $3,851 | | INVESCO EXCHANGE TRADED FD T (PHO) |
60,585 |
-361 |
$3,687 | | PHO | 60,585 | -361 | $3,687 | | JPMORGAN CHASE & CO |
18,932 |
+1,235 |
$3,220 | | JPM | 18,932 | +1,235 | $3,220 | | MARRIOTT INTL INC NEW |
14,267 |
-150 |
$3,217 | | MAR | 14,267 | -150 | $3,217 | | MCDONALDS CORP |
10,787 |
+2,228 |
$3,199 | | MCD | 10,787 | +2,228 | $3,199 | | FIRST TR EXCHANGE TRADED FD (FIW) |
33,256 |
+270 |
$3,153 | | FIW | 33,256 | +270 | $3,153 | | HOME DEPOT INC |
8,763 |
+306 |
$3,037 | | HD | 8,763 | +306 | $3,037 | | ISHARES TR (DVY) |
25,638 |
+3,621 |
$3,005 | | DVY | 25,638 | +3,621 | $3,005 | | VANGUARD WORLD FDS (VHT) |
11,531 |
+500 |
$2,891 | | VHT | 11,531 | +500 | $2,891 | | BOEING CO |
11,044 |
+21 |
$2,879 | | BA | 11,044 | +21 | $2,879 | | SPDR S&P 500 ETF TR (SPY) |
5,667 |
+62 |
$2,694 | | SPY | 5,667 | +62 | $2,694 | | VISA INC |
10,296 |
-234 |
$2,681 | | V | 10,296 | -234 | $2,681 | | SPDR SER TR (SPYV) |
57,271 |
-843 |
$2,671 | | SPYV | 57,271 | -843 | $2,671 | | WASTE MGMT INC DEL |
14,884 |
-135 |
$2,666 | | WM | 14,884 | -135 | $2,666 | | VANGUARD INDEX FDS (VUG) |
8,454 |
-69 |
$2,628 | | VUG | 8,454 | -69 | $2,628 | | BANK AMERICA CORP |
74,992 |
-2,506 |
$2,525 | | BAC | 74,992 | -2,506 | $2,525 | | COCA COLA CO |
42,728 |
+2,157 |
$2,518 | | KO | 42,728 | +2,157 | $2,518 | | CHEVRON CORP NEW |
16,531 |
+368 |
$2,466 | | CVX | 16,531 | +368 | $2,466 | | FIRST TR EXCHANGE TRADED FD (KNG) |
45,748 |
+1,173 |
$2,364 | | KNG | 45,748 | +1,173 | $2,364 | | HONEYWELL INTL INC |
11,140 |
+89 |
$2,336 | | HON | 11,140 | +89 | $2,336 | | EXXON MOBIL CORP |
22,578 |
-191 |
$2,257 | | XOM | 22,578 | -191 | $2,257 | | VERIZON COMMUNICATIONS INC |
58,937 |
+2,623 |
$2,222 | | VZ | 58,937 | +2,623 | $2,222 | | SPDR SER TR (SPTM) |
37,227 |
-1,493 |
$2,176 | | SPTM | 37,227 | -1,493 | $2,176 | | PNC FINL SVCS GROUP INC |
13,640 |
-1,685 |
$2,112 | | PNC | 13,640 | -1,685 | $2,112 | | ADVANCED MICRO DEVICES INC |
13,958 |
-321 |
$2,058 | | AMD | 13,958 | -321 | $2,058 | | PROCTER AND GAMBLE CO |
13,958 |
+2,900 |
$2,045 | | PG | 13,958 | +2,900 | $2,045 | | INVESCO QQQ TR |
4,595 |
+383 |
$1,882 | | QQQ | 4,595 | +383 | $1,882 | | LIVE NATION ENTERTAINMENT IN |
19,525 |
-797 |
$1,828 | | LYV | 19,525 | -797 | $1,828 |
See Full List: All Stocks Held By Raab & Moskowitz Asset Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Raab & Moskowitz Asset Management LLC
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