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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$18.3 Million 4.64% of portfolio
82,220
Q1 2025 Reduced 4.07%
$622B
$13.9 Million 3.54% of portfolio
26,162
Q1 2025 Reduced 0.12%
$417B
$13.8 Million 3.52% of portfolio
14,637
Q1 2025 Reduced 3.25%
$3.77T
$13 Million 3.31% of portfolio
34,672
Q1 2025 Reduced 3.45%
$146B
$12.6 Million 3.19% of portfolio
103,136
Q1 2025 Reduced 2.63%
$260B
$8.23 Million 2.09% of portfolio
93,738
Q1 2025 Reduced 1.82%
$2.32T
$7.55 Million 1.92% of portfolio
39,678
Q1 2025 Reduced 1.94%
$141B
$7.4 Million 1.88% of portfolio
292,057
Q1 2025 Added 2.27%
$201B
$7.08 Million 1.8% of portfolio
47,247
Q1 2025 Added 1.19%
$1.14T
$5.94 Million 1.51% of portfolio
38,413
Q1 2025 Reduced 4.99%
$56.5B
$5.88 Million 1.5% of portfolio
23,149
Q1 2025 Reduced 1.43%
$331B
$5.47 Million 1.39% of portfolio
26,088
Q1 2025 Reduced 0.81%
$207B
$5.26 Million 1.34% of portfolio
58,653
Q1 2025 Added 4.17%
$855B
$4.7 Million 1.2% of portfolio
19,171
Q1 2025 Reduced 1.18%
$439B
$4.16 Million 1.06% of portfolio
25,110
Q1 2025 Reduced 6.03%
$380B
$3.9 Million 0.99% of portfolio
10,628
Q1 2025 Reduced 0.59%
$383B
$3.55 Million 0.9% of portfolio
85,058
Q1 2025 Reduced 1.89%
$575B
$3.51 Million 0.89% of portfolio
10,022
Q1 2025 Reduced 6.36%
$220B
$3.37 Million 0.86% of portfolio
10,799
Q1 2025 Reduced 1.44%
$180B
$3.11 Million 0.79% of portfolio
68,632
Q1 2025 Reduced 1.58%
$294B
$3.04 Million 0.77% of portfolio
18,197
Q1 2025 Added 14.27%
$88.6B
$2.98 Million 0.76% of portfolio
12,507
Q1 2025 Reduced 8.71%
$452B
$2.78 Million 0.71% of portfolio
23,393
Q1 2025 Reduced 0.56%
$93.2B
$2.74 Million 0.7% of portfolio
11,854
Q1 2025 Reduced 9.21%
$256B
$2.6 Million 0.66% of portfolio
16,353
Q1 2025 Added 1.01%
$375B
$2.56 Million 0.65% of portfolio
15,001
Q1 2025 Added 5.55%
$113B
$2.42 Million 0.62% of portfolio
14,471
Q1 2025 Added 2.46%
$301B
$2.41 Million 0.61% of portfolio
33,716
Q1 2025 Reduced 13.89%
$55.6B
$2.34 Million 0.6% of portfolio
10,123
Q1 2025 Added 8.33%
$136B
$2.26 Million 0.57% of portfolio
13,263
Q1 2025 Added 11.12%
$97B
$2.22 Million 0.57% of portfolio
32,776
Q1 2025 Added 15.04%
$34.7B
$2.2 Million 0.56% of portfolio
16,829
Q1 2025 Reduced 9.56%
$79.5B
$2.18 Million 0.55% of portfolio
12,386
Q1 2025 Reduced 7.46%
$159B
$2.16 Million 0.55% of portfolio
10,190
Q1 2025 Reduced 0.65%
$220B
$2.09 Million 0.53% of portfolio
15,725
Q1 2025 Reduced 1.58%
$227B
$1.93 Million 0.49% of portfolio
7,156
Q1 2025 Reduced 1.02%
$42.8B
$1.93 Million 0.49% of portfolio
23,408
Q1 2025 Added 1.78%
$264B
$1.78 Million 0.45% of portfolio
6,622
Q1 2025 Added 12.83%
$738B
$1.65 Million 0.42% of portfolio
1,996
Q1 2025 Added 3.1%
$250B
$1.51 Million 0.38% of portfolio
14,695
Q1 2025 Reduced 2.41%
$221B
$1.43 Million 0.36% of portfolio
14,490
Q1 2025 Reduced 10.16%
$95B
$1.35 Million 0.34% of portfolio
21,315
Q1 2025 Added 4.79%
$38.8B
$1.33 Million 0.34% of portfolio
11,882
Q1 2025 Added 61.66%
$53.1B
$1.13 Million 0.29% of portfolio
4,578
Q3 2024 Reduced 1.42%
$239B
$1.1 Million 0.28% of portfolio
2,020
Q1 2025 Added 0.95%
$530B
$1.12 Million 0.28% of portfolio
1,203
Q1 2025 Added 3.8%
$155B
$1.01 Million 0.26% of portfolio
27,322
Q1 2025 Reduced 0.5%
$102B
$975,000 0.25% of portfolio
15,995
Q1 2025 Reduced 13.26%
$237B
$943,000 0.24% of portfolio
8,086
Q1 2025 Added 17.63%

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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