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 Market Cap. of $300 Millions to $2 Billions

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

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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