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 Market Cap. of Under $50 Millions

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
Track This Portfolio

Track Raab & Moskowitz Asset Management LLC Portfolio

Follow Raab & Moskowitz Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Raab & Moskowitz Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Raab & Moskowitz Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email