RM

Raab & Moskowitz Asset Management LLC

13F
Raab & Moskowitz Asset Management LLC
Last update 2024-08-15 165 Stocks (5 new)
Value $368.00 Mil Turnover 2 %
Countries:
Top Holdings: AAPL(5.12%)VTI(4.91%)MGK(4.55%)MSFT(4.12%)COST(3.35%)
Portfolio Report
Summary Stock Picks Current Portfolio
Raab & Moskowitz Asset Managem... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
89,396
18828.590
-1.97%
5.120
-0.09%
0.000
+6.64%
+18.46%
3430687.188
Hardware
VTI 		Vanguard Total Stock Market ETF
67,558
18072.520
+0.17%
4.910
+0.01%
-
+13.34%
+25.08%
440602.207
 
MGK 		Vanguard Mega Cap Growth ETF
53,248
16731.130
+0.15%
4.550
+0.01%
-
+15.34%
+30.96%
22546.357
 
MSFT 		Microsoft Corp
33,953
15175.340
-0.37%
4.120
-0.01%
0.000
+5.12%
+12.98%
3141534.523
Software
COST 		Costco Wholesale Corp
14,482
12310.020
-2.51%
3.350
-0.08%
0.000
+12.58%
+43.82%
418172.804
Retail - Defensive
TJX 		TJX Companies Inc
102,134
11245.020
-0.45%
3.060
-0.01%
0.010
+7.57%
+26.95%
132897.257
Retail - Cyclical
BRK.B 		Berkshire Hathaway Inc
26,504
10782.060
+0.09%
2.930
0%
0.000
+7.39%
+29.93%
999724.216
Insurance
VTV 		Vanguard Value ETF
52,740
8460.020
+3.76%
2.300
+0.08%
-
+9.59%
+19.55%
126648.429
 
RSP 		Invesco S&P 500 Equal Weight ETF
49,201
8082.840
+13.05%
2.200
+0.25%
-
+10.70%
+16.67%
68746.622
 
VYM 		Vanguard High Dividend Yield Indx ETF
62,188
7375.510
+7.73%
2.000
+0.14%
-
+10.15%
+18.70%
58918.908
 

Raab & Moskowitz Asset Management LLC's Historical Top Holdings Breakdowns

Raab & Moskowitz Asset Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PFE 		Pfizer Inc2024-06-30Add
+0.63%
●
25.26 ($27.53) 29.6
$26.72
-2.94%
Add 52.73%
238,937
82,497
DVY 		iShares Select Dividend ETF2024-06-30Add
+0.26%
●
115.73 ($121.39) 125.75
$138.16
13.81%
Add 23.03%
42,844
8,020
RSP 		Invesco S&P 500 Equal Weight ETF2024-06-30Add
+0.25%
●
159.21 ($164.49) 168.37
$184.10
11.92%
Add 13.05%
49,201
5,681
PULS 		PGIM Ultra Short Bond ETF2024-06-30Add
+0.14%
●
49.47 ($49.61) 49.75
$49.65
0.08%
Add 21.63%
56,301
10,011
VYM 		Vanguard High Dividend Yield Indx ETF2024-06-30Add
+0.14%
●
114.71 ($118.58) 121.51
$132.50
11.74%
Add 7.73%
62,188
4,461
SCHD 		Schwab US Dividend Equity ETF2024-06-30Add
+0.12%
●
75.81 ($78.09) 80.15
$29.08
-62.76%
Add 32.95%
23,015
5,704
PG 		Procter & Gamble Co2024-06-30Reduce
-0.11%
●
155.33 ($163.48) 168.56
$167.71
2.59%
Reduce -16.06%
12,785
-2,447
AMD 		Advanced Micro Devices Inc2024-06-30Reduce
-0.10%
●
144.27 ($160.87) 183.34
$147.95
-8.03%
Reduce -14.2%
11,473
-1,899
JPM 		JPMorgan Chase & Co2024-06-30Reduce
-0.10%
●
180.08 ($195.5) 204.79
$236.98
21.22%
Reduce -9.19%
17,233
-1,743
AAPL 		Apple Inc2024-06-30Reduce
-0.09%
●
165 ($186.49) 216.67
$226.96
21.70%
Reduce -1.97%
89,396
-1,793

Raab & Moskowitz Asset Management LLC Total Holding History ($B)

To

Raab & Moskowitz Asset Management LLC's Asset Allocation

To

Raab & Moskowitz Asset Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Raab & Moskowitz Asset Management LLC's Hypothetical Growth since 2024-06-30

Raab & Moskowitz Asset Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Raab & Moskowitz Asset Management LLC's Holdings Heat Map

Size field:

Raab & Moskowitz Asset Management LLC's Holdings Bubble Chart

Raab & Moskowitz Asset Management LLC News

  • 1

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