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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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