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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$21.5 Million 5.3% of portfolio
85,705
Q4 2024 Reduced 2.76%
$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%
$3.1T
$15.1 Million 3.74% of portfolio
35,910
Q4 2024 Added 5.24%
$458B
$13.9 Million 3.42% of portfolio
15,129
Q4 2024 Added 5.28%
$143B
$12.8 Million 3.16% of portfolio
105,917
Q4 2024 Added 3.2%
$627B
$11.9 Million 2.93% of portfolio
26,193
Q4 2024 Reduced 0.9%
$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%
$2.27T
$8.88 Million 2.19% of portfolio
40,463
Q4 2024 Added 12.55%
$264B
$8.63 Million 2.13% of portfolio
95,478
Q4 2024 Added 0.77%
$1.1T
$7.65 Million 1.89% of portfolio
40,429
Q4 2024 Added 2.3%
$145B
$7.58 Million 1.87% of portfolio
285,567
Q4 2024 Added 10.2%
$40.2B
$7.42 Million 1.83% of portfolio
23,485
Q4 2024 Reduced 2.22%
$205B
$7.1 Million 1.75% of portfolio
46,693
Q4 2024 Added 12.2%
$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%
$222B
$5.6 Million 1.38% of portfolio
56,307
Q4 2024 Added 17.68%
$0
$4.79 Million 1.18% of portfolio
8,138
Q4 2024 Reduced 0.25%
$783B
$4.65 Million 1.15% of portfolio
19,400
Q4 2024 Added 12.21%
$355B
$4.67 Million 1.15% of portfolio
26,302
Q4 2024 Reduced 0.8%
$404B
$4.16 Million 1.03% of portfolio
10,691
Q4 2024 Added 10.88%
$0
$3.96 Million 0.98% of portfolio
60,246
Q4 2024 Added 0.58%
$470B
$3.91 Million 0.96% of portfolio
7,723
Q4 2024 Reduced 2.52%
$417B
$3.86 Million 0.95% of portfolio
26,720
Q4 2024 Reduced 4.91%
$364B
$3.81 Million 0.94% of portfolio
86,700
Q4 2024 Added 11.06%
$93.2B
$3.82 Million 0.94% of portfolio
13,701
Q4 2024 Reduced 2.27%
$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%
$573B
$3.38 Million 0.83% of portfolio
10,703
Q4 2024 Added 3.87%
$0
$3.3 Million 0.81% of portfolio
64,448
Q4 2024 Added 2.11%
$91.8B
$3.27 Million 0.81% of portfolio
14,124
Q4 2024 Added 6.64%
$224B
$3.18 Million 0.78% of portfolio
10,957
Q4 2024 Reduced 0.08%
$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
$2.85 Million 0.7% of portfolio
11,246
Q4 2024 Reduced 0.48%
$178B
$2.79 Million 0.69% of portfolio
69,737
Q4 2024 Reduced 1.53%
$94B
$2.63 Million 0.65% of portfolio
13,056
Q4 2024 Reduced 0.24%
$77.5B
$2.58 Million 0.64% of portfolio
13,385
Q4 2024 Reduced 1.34%
$467B
$2.53 Million 0.62% of portfolio
23,525
Q4 2024 Added 0.86%
$303B
$2.44 Million 0.6% of portfolio
39,156
Q4 2024 Reduced 6.04%
$35B
$2.41 Million 0.59% of portfolio
18,607
Q4 2024 Reduced 2.98%
$0
$2.37 Million 0.59% of portfolio
47,301
Q4 2024 Added 2.38%
$396B
$2.38 Million 0.59% of portfolio
14,212
Q4 2024 Added 5.5%
$311B
$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%
$0
$2.26 Million 0.56% of portfolio
31,600
Q4 2024 Reduced 0.14%

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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