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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.93T
$21.5 Million 5.3% of portfolio
85,705
Q4 2024 Reduced 2.76%
$3.04T
$15.1 Million 3.74% of portfolio
35,910
Q4 2024 Added 5.24%
$474B
$13.9 Million 3.42% of portfolio
15,129
Q4 2024 Added 5.28%
$144B
$12.8 Million 3.16% of portfolio
105,917
Q4 2024 Added 3.2%
$624B
$11.9 Million 2.93% of portfolio
26,193
Q4 2024 Reduced 0.9%
$2.33T
$8.88 Million 2.19% of portfolio
40,463
Q4 2024 Added 12.55%
$282B
$8.63 Million 2.13% of portfolio
95,478
Q4 2024 Added 0.77%
$1.11T
$7.65 Million 1.89% of portfolio
40,429
Q4 2024 Added 2.3%
$143B
$7.58 Million 1.87% of portfolio
285,567
Q4 2024 Added 10.2%
$40.8B
$7.42 Million 1.83% of portfolio
23,485
Q4 2024 Reduced 2.22%
$198B
$7.1 Million 1.75% of portfolio
46,693
Q4 2024 Added 12.2%
$210B
$5.6 Million 1.38% of portfolio
56,307
Q4 2024 Added 17.68%
$811B
$4.65 Million 1.15% of portfolio
19,400
Q4 2024 Added 12.21%
$341B
$4.67 Million 1.15% of portfolio
26,302
Q4 2024 Reduced 0.8%
$419B
$4.16 Million 1.03% of portfolio
10,691
Q4 2024 Added 10.88%
$490B
$3.91 Million 0.96% of portfolio
7,723
Q4 2024 Reduced 2.52%
$377B
$3.81 Million 0.94% of portfolio
86,700
Q4 2024 Added 11.06%
$92B
$3.82 Million 0.94% of portfolio
13,701
Q4 2024 Reduced 2.27%
$578B
$3.38 Million 0.83% of portfolio
10,703
Q4 2024 Added 3.87%
$94.4B
$3.27 Million 0.81% of portfolio
14,124
Q4 2024 Added 6.64%
$227B
$3.18 Million 0.78% of portfolio
10,957
Q4 2024 Reduced 0.08%
$172B
$2.79 Million 0.69% of portfolio
69,737
Q4 2024 Reduced 1.53%
$93.5B
$2.63 Million 0.65% of portfolio
13,056
Q4 2024 Reduced 0.24%
$78.3B
$2.58 Million 0.64% of portfolio
13,385
Q4 2024 Reduced 1.34%
$451B
$2.53 Million 0.62% of portfolio
23,525
Q4 2024 Added 0.86%
$298B
$2.44 Million 0.6% of portfolio
39,156
Q4 2024 Reduced 6.04%
$35.4B
$2.41 Million 0.59% of portfolio
18,607
Q4 2024 Reduced 2.98%
$386B
$2.38 Million 0.59% of portfolio
14,212
Q4 2024 Added 5.5%
$304B
$2.31 Million 0.57% of portfolio
15,925
Q4 2024 Reduced 1.29%
$136B
$2.32 Million 0.57% of portfolio
10,257
Q4 2024 Reduced 1.43%
$232B
$2.15 Million 0.53% of portfolio
7,230
Q4 2024 Reduced 2.22%
$110B
$2.11 Million 0.52% of portfolio
11,936
Q4 2024 Added 12.59%
$53.3B
$2.01 Million 0.5% of portfolio
9,345
Q4 2024 Added 46.29%
$41.8B
$1.94 Million 0.48% of portfolio
22,999
Q4 2024 Added 3.58%
$233B
$1.95 Million 0.48% of portfolio
16,189
Q3 2024 Added 0.07%
$327B
$1.96 Million 0.48% of portfolio
5,869
Q4 2024 Added 19.68%
$229B
$1.81 Million 0.45% of portfolio
15,977
Q4 2024 Added 0.38%
$183B
$1.82 Million 0.45% of portfolio
15,058
Q4 2024 Added 17.81%
$201B
$1.8 Million 0.44% of portfolio
16,129
Q4 2024 Reduced 3.55%
$83.4B
$1.7 Million 0.42% of portfolio
28,491
Q4 2024 Added 6.06%
$92B
$1.54 Million 0.38% of portfolio
20,341
Q4 2024 Added 42.51%
$802B
$1.49 Million 0.37% of portfolio
1,936
Q4 2024 Added 27.87%
$225B
$1.15 Million 0.28% of portfolio
2,001
Q4 2024 Added 81.58%
$70.2B
$1.14 Million 0.28% of portfolio
35,409
Q4 2024 Reduced 4.89%
$53.1B
$1.13 Million 0.28% of portfolio
4,578
Q3 2024 Reduced 1.42%
$1.14T
$1.08 Million 0.27% of portfolio
5,682
Q4 2024 Reduced 3.19%
$115B
$1.04 Million 0.26% of portfolio
18,440
Q4 2024 Reduced 0.23%
$471B
$1.03 Million 0.25% of portfolio
1,159
Q4 2024 Added 4.32%
$156B
$1.03 Million 0.25% of portfolio
27,458
Q4 2024 Reduced 1.88%

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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