Raab & Moskowitz Asset Management LLC Portfolio Holdings

Raab & Moskowitz Asset Management LLC

  • $393 Million
  • Q3 2024

Raab & Moskowitz Asset Management LLC has filed its 13F form on November 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $393 Million distributed in 169 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.5M, Vanguard Total Stock Market Et with a value of $19.1M, Vanguard Mega Cap Growth ETF with a value of $16.9M, Microsoft Corp with a value of $14.7M, and Costco Wholesale Corp with a value of $12.7M.

Examining the 13F form we can see an increase of $25.3M in the current position value, from $367M to 393M.

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 $393 Million
ETFs: $161 Million
Technology: $46 Million
Consumer Defensive: $40.6 Million
Healthcare: $34.6 Million
Consumer Cyclical: $31.8 Million
Financial Services: $29.8 Million
Industrials: $20.6 Million
Communication Services: $17 Million
Other: $11.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.09T
$20.5 Million 5.23% of portfolio
88,137
Q3 2024 Reduced 1.41%
$0
$19.1 Million 4.86% of portfolio
67,390
Q3 2024 Reduced 0.25%
$0
$16.9 Million 4.3% of portfolio
52,493
Q3 2024 Reduced 1.42%
$3.25T
$14.7 Million 3.74% of portfolio
34,121
Q3 2024 Added 0.49%
$422B
$12.7 Million 3.24% of portfolio
14,370
Q3 2024 Reduced 0.77%
$590B
$12.2 Million 3.1% of portfolio
26,431
Q3 2024 Reduced 0.28%
$142B
$12.1 Million 3.07% of portfolio
102,637
Q3 2024 Added 0.49%
$0
$9.52 Million 2.42% of portfolio
54,545
Q3 2024 Added 3.42%
$0
$9.41 Million 2.4% of portfolio
52,536
Q3 2024 Added 6.78%
$0
$8.65 Million 2.2% of portfolio
67,499
Q3 2024 Added 8.54%
$250B
$7.65 Million 1.95% of portfolio
94,750
Q3 2024 Reduced 0.18%
$148B
$7.5 Million 1.91% of portfolio
259,134
Q3 2024 Added 8.45%
$47B
$7.16 Million 1.82% of portfolio
24,019
Q3 2024 Reduced 1.23%
$211B
$7.08 Million 1.8% of portfolio
41,615
Q3 2024 Added 8.57%
$2.29T
$6.7 Million 1.71% of portfolio
35,952
Q3 2024 Added 0.46%
$0
$6.73 Million 1.71% of portfolio
36,922
Q3 2024 Reduced 1.32%
$0
$5.97 Million 1.52% of portfolio
44,215
Q3 2024 Added 3.2%
$0
$5.92 Million 1.51% of portfolio
10,099
Q3 2024 Reduced 0.07%
$248B
$5.43 Million 1.38% of portfolio
47,846
Q3 2024 Added 2.24%
$310B
$5.24 Million 1.33% of portfolio
26,514
Q3 2024 Added 0.31%
$0
$4.71 Million 1.2% of portfolio
8,158
Q3 2024 Reduced 0.58%
$468B
$4.63 Million 1.18% of portfolio
7,923
Q3 2024 Reduced 0.81%
$378B
$4.55 Million 1.16% of portfolio
28,100
Q3 2024 Reduced 2.49%
$0
$4.23 Million 1.08% of portfolio
59,898
Q3 2024 Added 0.3%
$402B
$3.91 Million 0.99% of portfolio
9,642
Q3 2024 Added 2.54%
$0
$3.8 Million 0.97% of portfolio
9,900
Q3 2024 Reduced 1.27%
$697B
$3.64 Million 0.93% of portfolio
17,289
Q3 2024 Added 0.32%
$0
$3.61 Million 0.92% of portfolio
33,036
Q3 2024 Reduced 0.4%
$92.2B
$3.49 Million 0.89% of portfolio
14,019
Q3 2024 Reduced 1.08%
$0
$3.32 Million 0.85% of portfolio
5,794
Q3 2024 Added 2.8%
$0
$3.34 Million 0.85% of portfolio
63,115
Q3 2024 Added 0.22%
$215B
$3.34 Million 0.85% of portfolio
10,966
Q3 2024 Added 0.88%
$168B
$3.18 Million 0.81% of portfolio
70,824
Q3 2024 Added 19.01%
$0
$3.19 Million 0.81% of portfolio
11,300
Q3 2024 Reduced 1.64%
$354B
$3.1 Million 0.79% of portfolio
78,067
Q3 2024 Added 1.67%
$270B
$2.99 Million 0.76% of portfolio
41,674
Q3 2024 Reduced 2.24%
$519B
$2.83 Million 0.72% of portfolio
10,304
Q3 2024 Added 0.53%
$0
$2.75 Million 0.7% of portfolio
5,627
Q3 2024 Reduced 0.46%
$441B
$2.73 Million 0.7% of portfolio
23,325
Q3 2024 Added 0.75%
$0
$2.76 Million 0.7% of portfolio
55,471
Q3 2024 Reduced 1.47%
$84.5B
$2.72 Million 0.69% of portfolio
13,088
Q3 2024 Reduced 2.63%
$77.9B
$2.51 Million 0.64% of portfolio
13,567
Q3 2024 Reduced 0.42%
$0
$2.52 Million 0.64% of portfolio
46,202
Q3 2024 Reduced 1.92%
$280B
$2.38 Million 0.6% of portfolio
16,133
Q3 2024 Reduced 2.7%
$398B
$2.33 Million 0.59% of portfolio
13,471
Q3 2024 Added 5.37%
$89.4B
$2.28 Million 0.58% of portfolio
13,244
Q3 2024 Added 1,045.67%
$0
$2.19 Million 0.56% of portfolio
12,611
Q3 2024 Added 26.69%
$0
$2.22 Million 0.56% of portfolio
31,643
Q3 2024 Reduced 2.46%
$154B
$2.15 Million 0.55% of portfolio
10,406
Q3 2024 Reduced 1.17%

Summary

  • Portfolio
  • No. of Stocks 169
  • Current Value $393 Million
  • Prior Value $367 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
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