Raab & Moskowitz Asset Management LLC Portfolio Holdings

Raab & Moskowitz Asset Management LLC

  • $393 Million
  • Q1 2025

Raab & Moskowitz Asset Management LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $393 Million distributed in 177 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $18.8M, Apple Inc. with a value of $18.3M, Vanguard Mega Cap Growth ETF with a value of $14.9M, Berkshire Hathaway Inc Class B with a value of $13.9M, and Costco Wholesale Corp with a value of $13.8M.

Examining the 13F form we can see an decrease of $11.8M in the current position value, from $405M 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: $157 Million
Technology: $43.2 Million
Consumer Defensive: $42.5 Million
Financial Services: $35.6 Million
Healthcare: $33.4 Million
Consumer Cyclical: $32.7 Million
Industrials: $19.4 Million
Communication Services: $16.6 Million
Other: $12.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.8 Million 4.78% of portfolio
68,498
Q1 2025 Added 2.92%
$3.23T
$18.3 Million 4.64% of portfolio
82,220
Q1 2025 Reduced 4.07%
$0
$14.9 Million 3.79% of portfolio
48,308
Q1 2025 Reduced 6.44%
$656B
$13.9 Million 3.54% of portfolio
26,162
Q1 2025 Reduced 0.12%
$460B
$13.8 Million 3.52% of portfolio
14,637
Q1 2025 Reduced 3.25%
$3.43T
$13 Million 3.31% of portfolio
34,672
Q1 2025 Reduced 3.45%
$147B
$12.6 Million 3.19% of portfolio
103,136
Q1 2025 Reduced 2.63%
$0
$10.3 Million 2.61% of portfolio
59,228
Q1 2025 Reduced 1.62%
$0
$9.68 Million 2.46% of portfolio
56,015
Q1 2025 Reduced 0.67%
$0
$9.68 Million 2.46% of portfolio
75,090
Q1 2025 Added 4.01%
$268B
$8.23 Million 2.09% of portfolio
93,738
Q1 2025 Reduced 1.82%
$2.09T
$7.55 Million 1.92% of portfolio
39,678
Q1 2025 Reduced 1.94%
$0
$7.48 Million 1.9% of portfolio
55,693
Q1 2025 Added 23.0%
$132B
$7.4 Million 1.88% of portfolio
292,057
Q1 2025 Added 2.27%
$181B
$7.08 Million 1.8% of portfolio
47,247
Q1 2025 Added 1.19%
$0
$6.61 Million 1.68% of portfolio
36,280
Q1 2025 Reduced 3.08%
$49B
$5.88 Million 1.5% of portfolio
23,149
Q1 2025 Reduced 1.43%
$329B
$5.47 Million 1.39% of portfolio
26,088
Q1 2025 Reduced 0.81%
$195B
$5.26 Million 1.34% of portfolio
58,653
Q1 2025 Added 4.17%
$0
$5.21 Million 1.32% of portfolio
9,609
Q1 2025 Reduced 4.86%
$774B
$4.7 Million 1.2% of portfolio
19,171
Q1 2025 Reduced 1.18%
$0
$4.37 Million 1.11% of portfolio
7,785
Q1 2025 Reduced 4.34%
$406B
$4.16 Million 1.06% of portfolio
25,110
Q1 2025 Reduced 6.03%
$0
$3.92 Million 1.0% of portfolio
60,696
Q1 2025 Added 0.75%
$377B
$3.9 Million 0.99% of portfolio
10,628
Q1 2025 Reduced 0.59%
$282B
$3.91 Million 0.99% of portfolio
7,456
Q1 2025 Reduced 3.46%
$354B
$3.55 Million 0.9% of portfolio
85,058
Q1 2025 Reduced 1.89%
$597B
$3.51 Million 0.89% of portfolio
10,022
Q1 2025 Reduced 6.36%
$231B
$3.37 Million 0.86% of portfolio
10,799
Q1 2025 Reduced 1.44%
$0
$3.29 Million 0.84% of portfolio
32,712
Q1 2025 Reduced 0.59%
$0
$3.21 Million 0.82% of portfolio
5,740
Q1 2025 Reduced 0.93%
$0
$3.17 Million 0.81% of portfolio
8,555
Q1 2025 Reduced 3.3%
$185B
$3.11 Million 0.79% of portfolio
68,632
Q1 2025 Reduced 1.58%
$0
$3.07 Million 0.78% of portfolio
61,830
Q1 2025 Added 6.46%
$268B
$3.04 Million 0.77% of portfolio
18,197
Q1 2025 Added 14.27%
$0
$3 Million 0.76% of portfolio
58,683
Q1 2025 Reduced 8.95%
$85.6B
$2.98 Million 0.76% of portfolio
12,507
Q1 2025 Reduced 8.71%
$0
$2.94 Million 0.75% of portfolio
11,120
Q1 2025 Reduced 1.12%
$0
$2.8 Million 0.71% of portfolio
55,409
Q1 2025 Added 17.14%
$426B
$2.78 Million 0.71% of portfolio
23,393
Q1 2025 Reduced 0.56%
$98.9B
$2.74 Million 0.7% of portfolio
11,854
Q1 2025 Reduced 9.21%
$280B
$2.6 Million 0.66% of portfolio
16,353
Q1 2025 Added 1.01%
$0
$2.61 Million 0.66% of portfolio
5,570
Q1 2025 Reduced 0.39%
$403B
$2.56 Million 0.65% of portfolio
15,001
Q1 2025 Added 5.55%
$98B
$2.42 Million 0.62% of portfolio
14,471
Q1 2025 Added 2.46%
$312B
$2.41 Million 0.61% of portfolio
33,716
Q1 2025 Reduced 13.89%
$0
$2.35 Million 0.6% of portfolio
13,768
Q1 2025 Added 2.39%
$59.2B
$2.34 Million 0.6% of portfolio
10,123
Q1 2025 Added 8.33%
$124B
$2.26 Million 0.57% of portfolio
13,263
Q1 2025 Added 11.12%

Summary

  • Portfolio
  • No. of Stocks 177
  • Current Value $393 Million
  • Prior Value $405 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 92 stocks
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