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Raab & Moskowitz Asset Management LLC Top Holdings and 13F Report (2025)

About Raab & Moskowitz Asset Management LLC

Investment Activity

  • Raab & Moskowitz Asset Management LLC has $419.76 million in total holdings as of June 30, 2025.
  • Raab & Moskowitz Asset Management LLC owns shares of 185 different stocks, but just 62 companies or ETFs make up 80% of its holdings.
  • Approximately 2.42% of the portfolio was purchased this quarter.
  • About 2.98% of the portfolio was sold this quarter.
  • This quarter, Raab & Moskowitz Asset Management LLC has purchased 177 new stocks and bought additional shares in 44 stocks.
  • Raab & Moskowitz Asset Management LLC sold shares of 106 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Apple
$16,686,276
Microsoft
$16,604,758
Costco Wholesale
$14,228,099

Largest New Holdings this Quarter

59156R108 - MetLife
$996,113 Holding
38149W481 - GOLDMAN SACHS ETF TR
$538,395 Holding
670100205 - Novo Nordisk A/S
$518,409 Holding
G93A5A101 - VIKING HOLDINGS LTD
$503,857 Holding
78463V107 - SPDR Gold Shares
$397,498 Holding

Largest Purchases this Quarter

iShares Expanded Tech-Software Sector ETF
11,323 shares (about $1.24M)
MetLife
12,386 shares (about $996.11K)
Vanguard Total International Stock ETF
11,143 shares (about $769.85K)
Salesforce
2,046 shares (about $557.89K)
GOLDMAN SACHS ETF TR
19,500 shares (about $538.40K)

Largest Sales this Quarter

Prudential Financial
7,570 shares (about $813.32K)
Microsoft
1,290 shares (about $641.67K)
Boeing
2,312 shares (about $484.45K)
Charles Schwab
4,773 shares (about $435.49K)
Advanced Micro Devices
3,065 shares (about $434.92K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRaab & Moskowitz Asset Management LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$20,837,837$19,148 0.1%68,5615.0%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$17,394,848$294,034 -1.7%47,5054.1%ETF
Apple Inc. stock logo
AAPL
Apple
$16,686,276$182,807 -1.1%81,3294.0%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$16,604,758$641,667 -3.7%33,3824.0%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$14,228,099$261,338 -1.8%14,3733.4%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$12,673,039$35,461 -0.3%26,0893.0%Finance
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$12,528,234$208,081 -1.6%101,4513.0%Retail/Wholesale
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$10,454,422$309,685 -2.9%57,5242.5%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$9,751,643$258,622 -2.6%73,1502.3%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$9,551,778$348,356 -3.5%54,0442.3%ETF
Walmart Inc. stock logo
WMT
Walmart
$8,946,105$219,614 -2.4%91,4922.1%Retail/Wholesale
Quanta Services, Inc. stock logo
PWR
Quanta Services
$8,713,558$38,564 -0.4%23,0472.1%Construction
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$8,671,904$33,128 -0.4%39,5272.1%Retail/Wholesale
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$7,913,777$517,164 7.0%59,5871.9%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$7,224,954$200,369 -2.7%35,3011.7%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$6,886,684$192,781 -2.7%284,1041.6%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$6,564,010$205,483 -3.0%37,2471.6%Computer and Technology
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$6,332,541$41,125 -0.6%9,5471.5%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$6,048,536$190,007 -3.0%45,8081.4%Consumer Staples
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$5,171,069$386,736 -7.0%17,8371.2%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$4,865,153$22,646 0.5%26,2101.2%Medical
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$4,706,846$126,658 -2.6%7,5811.1%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$4,593,622$49,316 -1.1%58,0301.1%Medical
Invesco Water Resources ETF stock logo
PHO
Invesco Water Resources ETF
$4,215,337$27,894 -0.7%60,2971.0%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$3,955,514$69,418 -1.7%83,5910.9%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$3,827,754$68,929 -1.8%10,4400.9%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$3,749,849$85,693 -2.2%24,5490.9%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$3,724,474$264,341 -6.6%13,5120.9%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$3,630,053$120,563 -3.2%8,2800.9%ETF
First Trust Water ETF stock logo
FIW
First Trust Water ETF
$3,537,641$5,399 0.2%32,7620.8%ETF
Visa Inc. stock logo
V
Visa
$3,510,024$48,287 -1.4%9,8860.8%Business Services
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,468,435$77,845 -2.2%5,6140.8%Finance
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$3,364,374$287,712 9.4%67,6120.8%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$3,104,875$50,253 -1.6%10,6270.7%Retail/Wholesale
Invesco QQQ stock logo
QQQ
Invesco QQQ
$3,068,798$3,862 -0.1%5,5630.7%Finance
Marriott International, Inc. stock logo
MAR
Marriott International
$3,061,861$355,173 -10.4%11,2070.7%Consumer Discretionary
Philip Morris International Inc. stock logo
PM
Philip Morris International
$2,990,392$12,021 0.4%16,4190.7%Consumer Staples
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$2,932,563$37,125 -1.3%67,7740.7%Computer and Technology
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$2,855,304$216,164 -7.0%54,5530.7%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$2,758,064$3,477 -0.1%11,1060.7%ETF
FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock logo
KNG
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
$2,717,587$2,995 -0.1%55,3480.6%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$2,692,683$19,678 -0.7%11,7680.6%Business Services
Chevron Corporation stock logo
CVX
Chevron
$2,599,310$6,300 -0.2%18,1530.6%Energy
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$2,568,463$46,678 1.9%23,8260.6%Energy
CHENIERE ENERGY INC
$2,474,163$9,010 0.4%10,1600.6%COM NEW
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$2,373,177$57,013 -2.3%13,4450.6%ETF
Salesforce Inc. stock logo
CRM
Salesforce
$2,363,547$557,893 30.9%8,6680.6%Computer and Technology
Honeywell International Inc. stock logo
HON
Honeywell International
$2,335,459$37,729 -1.6%10,0280.6%Multi-Sector Conglomerates
CocaCola Company (The) stock logo
KO
CocaCola
$2,332,100$53,274 -2.2%32,9630.6%Consumer Staples
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$2,319,194$70,737 -3.0%14,5570.6%Consumer Staples
Live Nation Entertainment, Inc. stock logo
LYV
Live Nation Entertainment
$2,301,574$244,317 -9.6%15,2140.5%Consumer Discretionary
The Boeing Company stock logo
BA
Boeing
$2,294,632$484,448 -17.4%10,9510.5%Aerospace
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$2,292,977$53,097 -2.3%30,6180.5%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$2,256,167$69,881 -3.0%7,2320.5%Medical
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$2,204,398$104,581 -4.5%11,8250.5%Finance
American Express Company stock logo
AXP
American Express
$2,201,716$81,025 -3.5%6,9020.5%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,186,347$161,889 8.0%3,8490.5%ETF
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$2,173,088$37,294 -1.7%32,2230.5%Consumer Staples
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$2,156,338$107,823 -4.8%16,9390.5%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$2,140,687$1,904 0.1%15,7390.5%Medical
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$1,997,859$101,518 -4.8%20,9590.5%ETF
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$1,970,574$84 0.0%23,4090.5%Utilities
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$1,941,186$40,343 -2.0%26,7050.5%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$1,859,219$66,012 3.7%70,1590.4%ETF
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$1,840,914$1,239,869 206.3%16,8120.4%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$1,731,085$769,855 80.1%25,0560.4%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,730,5880.0%4,0760.4%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,650,297$434,924 -20.9%11,6300.4%Computer and Technology
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$1,605,925$4,271 0.3%19,1780.4%Manufacturing
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,577,169$21,050 1.4%2,0230.4%Medical
The Walt Disney Company stock logo
DIS
Walt Disney
$1,549,378$247,523 -13.8%12,4940.4%Consumer Discretionary
Netflix, Inc. stock logo
NFLX
Netflix
$1,526,608$84,365 -5.2%1,1400.4%Consumer Discretionary
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$1,493,045$13,221 -0.9%3,3880.4%Finance
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$1,472,325$36,810 -2.4%19,6390.4%ETF
NIKE, Inc. stock logo
NKE
NIKE
$1,455,957$58,252 -3.8%20,4950.3%Consumer Discretionary
First Trust Global Tactical Commodity Strategy Fund stock logo
FTGC
First Trust Global Tactical Commodity Strategy Fund
$1,449,520$14,851 1.0%58,7560.3%Manufacturing
Autodesk, Inc. stock logo
ADSK
Autodesk
$1,417,2110.0%4,5780.3%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,406,299$23,356 -1.6%1,9870.3%Finance
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$1,283,507$46,217 -3.5%6,8040.3%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$1,253,048$205,672 19.6%6,8540.3%ETF
ASML Holding N.V. stock logo
ASML
ASML
$1,133,165$137,038 13.8%1,4140.3%Computer and Technology
Morgan Stanley stock logo
MS
Morgan Stanley
$1,127,584$11,410 -1.0%8,0050.3%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,093,653$12,661 -1.1%4,3190.3%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$1,069,960$14,795 -1.4%7,8830.3%ETF
PGIM ETF TR
$1,035,730$185,836 21.9%20,1310.2%AAA CLO ETF
RTX Corporation stock logo
RTX
RTX
$1,028,289$7,447 0.7%7,0420.2%Aerospace
Alphabet Inc. stock logo
GOOG
Alphabet
$1,003,493$7,273 -0.7%5,6570.2%Computer and Technology
MetLife, Inc. stock logo
MET
MetLife
$996,113$996,113 New Holding12,3860.2%Finance
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$991,527$251,122 33.9%21,4200.2%Medical
Comcast Corporation stock logo
CMCSA
Comcast
$985,325$10,207 1.0%27,6080.2%Consumer Discretionary
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$959,9390.0%6,6510.2%Computer and Technology
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$916,769$1,458 -0.2%13,2060.2%Utilities
CSX Corporation stock logo
CSX
CSX
$906,237$134,012 -12.9%27,7730.2%Transportation
Unilever PLC stock logo
UL
Unilever
$871,795$184 0.0%14,2520.2%Consumer Staples
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$865,345$10,301 1.2%15,5410.2%ETF
SPDR Portfolio S&P 500 High Dividend ETF stock logo
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
$862,381$162,630 -15.9%20,3200.2%ETF
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$852,021$30,391 -3.4%17,4380.2%ETF
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$836,0360.0%4,5570.2%Finance
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$774,315$256 0.0%12,1100.2%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$764,964$6,323 -0.8%8,5890.2%ETF

Showing largest 100 holdings. View all holdings.
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