Raab & Moskowitz Asset Management LLC Top Holdings and 13F Report (2026)

About Raab & Moskowitz Asset Management LLC

Investment Activity

Raab & Moskowitz Asset Management LLC has $503.36 million in total holdings as of September 30, 2026.
Raab & Moskowitz Asset Management LLC owns shares of 191 different stocks, but just 60 companies or ETFs make up 80% of its holdings.
Approximately 4.30% of the portfolio was purchased this quarter.
About 4.41% of the portfolio was sold this quarter.
This quarter, Raab & Moskowitz Asset Management LLC has purchased 193 new stocks and bought additional shares in 30 stocks.
Raab & Moskowitz Asset Management LLC sold shares of 119 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $25,823,538
Apple: $25,783,428
Vanguard Mega Cap Growth ETF: $19,878,032
Microsoft: $16,236,346
Vanguard High Dividend Yield ETF: $15,464,489

Largest New Holdings this Quarter

922040845 - VANGUARD INSTL INDEX FD: $4,562,601 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP: $3,751,907 Holding
78468R663 - SPDR Bloomberg 1-3 Month T-Bill ETF: $860,316 Holding
81762P102 - ServiceNow: $737,993 Holding
97717Y188 - WISDOMTREE TR: $547,030 Holding

Largest Purchases this Quarter

VANGUARD INSTL INDEX FD: 60,256 shares (about $4.56M)
EXXONMOBIL HOLDINGS CORP: 23,053 shares (about $3.75M)
Schwab US Dividend Equity ETF: 58,515 shares (about $1.90M)
ISHARES TR: 16,704 shares (about $1.68M)
iShares Select Dividend ETF: 10,307 shares (about $1.57M)

Largest Sales this Quarter

Vanguard Dividend Appreciation ETF: 4,782 shares (about $1.12M)
Marriott International: 2,523 shares (about $897.35K)
Vanguard Mega Cap Growth ETF: 9,540 shares (about $883.88K)
Broadcom: 2,081 shares (about $730.81K)
Apple: 2,122 shares (about $706.67K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$25,823,538	$163,916 ▼	-0.6%	69,003	5.1%	ETF
AAPL Apple	$25,783,428	$706,669 ▼	-2.7%	77,423	5.1%	Technology
MGK Vanguard Mega Cap Growth ETF	$19,878,032	$883,880 ▼	-4.3%	214,550	3.9%	ETF
MSFT Microsoft	$16,236,346	$643,176 ▼	-3.8%	31,656	3.2%	Technology
VYM Vanguard High Dividend Yield ETF	$15,464,489	$1,047,448 ▲	7.3%	99,642	3.1%	ETF
DVY iShares Select Dividend ETF	$14,333,357	$1,567,385 ▲	12.3%	94,255	2.8%	ETF
PWR Quanta Services	$12,951,352	$558,996 ▼	-4.1%	20,157	2.6%	Industrials
COST Costco Wholesale	$12,516,334	$120,166 ▼	-1.0%	13,749	2.5%	Consumer Staples
RSP Invesco S&P 500 Equal Weight ETF	$12,200,941	$95,065 ▲	0.8%	58,653	2.4%	ETF
BRK.B Berkshire Hathaway	$12,126,973	$176,273 ▼	-1.4%	24,354	2.4%	Finance
TJX TJX Companies	$11,888,401	$388,461 ▼	-3.2%	89,853	2.4%	Consumer Discretionary
VTV Vanguard Value ETF	$11,446,377	$132,457 ▼	-1.1%	52,973	2.3%	ETF
GOOGL Alphabet	$10,998,093	$410,266 ▼	-3.6%	31,981	2.2%	Communication Services
WALMART INC	$9,115,451	$99,244 ▼	-1.1%	87,716	1.8%	COM
AMZN Amazon.com	$9,031,277	$133,297 ▼	-1.5%	36,248	1.8%	Consumer Discretionary
VGT Vanguard Information Technology ETF	$8,599,951	$621,185 ▼	-6.7%	68,433	1.7%	ETF
SCHD Schwab US Dividend Equity ETF	$8,351,834	$1,903,489 ▲	29.5%	256,743	1.7%	ETF
MRK Merck & Co., Inc.	$7,178,358	$344,823 ▼	-4.6%	49,400	1.4%	Healthcare
PULS PGIM Ultra Short Bond ETF	$6,965,490	$118,506 ▲	1.7%	140,831	1.4%	ETF
VYMI Vanguard International High Dividend Yield ETF	$6,818,138	$127,625 ▼	-1.8%	67,420	1.4%	ETF
ABBV AbbVie	$6,655,843	$48,132 ▼	-0.7%	25,444	1.3%	Healthcare
VIG Vanguard Dividend Appreciation ETF	$6,477,735	$1,115,668 ▼	-14.7%	27,765	1.3%	ETF
PFE Pfizer	$6,150,322	$298,519 ▼	-4.6%	215,649	1.2%	Healthcare
JPM JPMorgan Chase & Co.	$6,020,381	$96,932 ▼	-1.6%	18,198	1.2%	Finance
STX Seagate Technology	$5,997,977	$25,826 ▼	-0.4%	6,503	1.2%	Technology
JNJ Johnson & Johnson	$5,952,535	$112,782 ▼	-1.9%	22,484	1.2%	Healthcare
IVV iShares Core S&P 500 ETF	$4,925,704	$357,634 ▼	-6.8%	6,432	1.0%	ETF
PEP PepsiCo	$4,814,443	$128,240 ▼	-2.6%	37,993	1.0%	Consumer Staples
VUG Vanguard Growth ETF	$4,693,946	$586,439 ▼	-11.1%	52,091	0.9%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$4,577,400	$1,254,301 ▲	37.7%	20,597	0.9%	ETF
VANGUARD INSTL INDEX FD	$4,562,601	$4,562,601 ▲	New Holding	60,256	0.9%	0 3 MO TR BI ETF
QQQ Invesco QQQ	$4,044,985	$38,467 ▼	-0.9%	5,468	0.8%	ETF
BAC Bank of America	$3,828,165	$131,829 ▼	-3.3%	70,332	0.8%	Finance
PHO Invesco Water Resources ETF	$3,827,840	$64,777 ▼	-1.7%	56,433	0.8%	ETF
EXXONMOBIL HOLDINGS CORP	$3,751,907	$3,751,907 ▲	New Holding	23,053	0.7%	COM SHS
AMD Advanced Micro Devices	$3,664,289	$348,689 ▼	-8.7%	5,990	0.7%	Technology
CVX Chevron	$3,546,052	$36,757 ▼	-1.0%	17,365	0.7%	Energy
SPY SPDR S&P 500 ETF Trust	$3,534,027	$343,183 ▼	-8.9%	4,634	0.7%	ETF
FIW First Trust Water ETF	$3,450,374	$24,596 ▲	0.7%	33,247	0.7%	ETF
VHT Vanguard Health Care ETF	$3,400,270	$26,866 ▲	0.8%	10,758	0.7%	ETF
V Visa	$3,319,335	$117,136 ▼	-3.4%	9,238	0.7%	Finance
AVGO Broadcom	$3,274,413	$730,808 ▼	-18.2%	9,324	0.7%	Technology
ISHARES TR	$3,172,994	$1,681,739 ▲	112.8%	31,516	0.6%	0-3 MTH TREASURY
PM Philip Morris International	$3,141,660		0.0%	16,464	0.6%	Consumer Staples
VXUS Vanguard Total International Stock ETF	$3,052,162	$454,447 ▼	-13.0%	35,925	0.6%	ETF
LLY Eli Lilly and Company	$3,003,780	$15,042 ▼	-0.5%	2,596	0.6%	Healthcare
SPYV SPDR Portfolio S&P 500 Value ETF	$2,935,157	$209,982 ▼	-6.7%	48,015	0.6%	ETF
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF	$2,806,831	$34,372 ▼	-1.2%	58,306	0.6%	ETF
KO Coca-Cola	$2,597,463	$87,802 ▼	-3.3%	30,175	0.5%	Consumer Staples
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$2,489,671	$151,790 ▼	-5.7%	27,047	0.5%	ETF
UNH UnitedHealth Group	$2,468,613	$56,530 ▼	-2.2%	6,725	0.5%	Healthcare
HD Home Depot	$2,367,469	$250,061 ▼	-9.6%	8,322	0.5%	Consumer Discretionary
WM Waste Management	$2,346,853	$30,587 ▼	-1.3%	11,509	0.5%	Industrials
MCD McDonald's	$2,315,011	$140,647 ▼	-5.7%	10,024	0.5%	Consumer Discretionary
PNC The PNC Financial Services Group	$2,307,629	$77,343 ▼	-3.2%	10,383	0.5%	Finance
VOO Vanguard S&P 500 ETF	$2,293,931	$100,224 ▼	-4.2%	3,273	0.5%	ETF
PG Procter & Gamble	$2,199,435	$1,889 ▼	-0.1%	15,139	0.4%	Consumer Staples
SPYG SPDR Portfolio S&P 500 Growth ETF	$2,170,885	$301,546 ▼	-12.2%	17,638	0.4%	ETF
VZ Verizon Communications	$2,144,014	$345,815 ▼	-13.9%	46,741	0.4%	Communication Services
NVDA NVIDIA	$2,137,802	$16,215 ▲	0.8%	9,361	0.4%	Technology
SPLG SPDR Portfolio S&P 500 ETF	$2,078,915	$100,710 ▼	-4.6%	23,161	0.4%	ETF
IWF iShares Russell 1000 Growth ETF	$2,077,813		0.0%	16,588	0.4%	ETF
VPU Vanguard Utilities ETF	$2,071,665	$14,877 ▼	-0.7%	12,115	0.4%	ETF
VFH Vanguard Financials ETF	$2,046,970	$9,106 ▼	-0.4%	15,735	0.4%	ETF
AXP American Express	$1,987,520	$29,497 ▼	-1.5%	6,536	0.4%	Finance
FTGC First Trust Global Tactical Commodity Strategy Fund	$1,874,628	$85,744 ▲	4.8%	61,282	0.4%	ETF
CHENIERE ENERGY INC	$1,761,877	$67,257 ▼	-3.7%	6,549	0.4%	COM NEW
PGIM ETF TR	$1,755,888	$390,875 ▲	28.6%	34,235	0.3%	AAA CLO ETF
MDLZ Mondelez International	$1,729,222	$13,067 ▲	0.8%	29,907	0.3%	Consumer Staples
GOOG Alphabet	$1,699,392	$43,618 ▼	-2.5%	4,987	0.3%	Communication Services
XLK Technology Select Sector SPDR Fund	$1,584,951	$161,881 ▼	-9.3%	8,097	0.3%	ETF
SDY SPDR S&P Dividend ETF	$1,576,271	$400,623 ▲	34.1%	10,761	0.3%	ETF
BA Boeing	$1,575,472	$219,167 ▼	-12.2%	8,468	0.3%	Industrials
JEPI JPMorgan Equity Premium Income ETF	$1,546,869	$198,172 ▲	14.7%	27,515	0.3%	ETF
VDE Vanguard Energy ETF	$1,525,418	$126,889 ▲	9.1%	8,860	0.3%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$1,521,215	$164,786 ▼	-9.8%	2,991	0.3%	ETF
ABT Abbott Laboratories	$1,455,964	$62,955 ▼	-4.1%	14,732	0.3%	Healthcare
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$1,414,211	$54,744 ▼	-3.7%	14,544	0.3%	ETF
GLD SPDR Gold Shares	$1,378,947	$1,047,634 ▲	316.2%	3,621	0.3%	ETF
IQLT iShares MSCI Intl Quality Factor ETF	$1,343,580	$173,643 ▼	-11.4%	27,159	0.3%	ETF
IGV iShares Expanded Tech-Software Sector ETF	$1,285,640	$200,608 ▲	18.5%	12,074	0.3%	ETF
VIKING HOLDINGS LTD	$1,277,719		0.0%	16,312	0.3%	ORD SHS
RTX RTX	$1,238,899	$12,068 ▼	-1.0%	6,673	0.2%	Industrials
CAT Caterpillar	$1,230,851	$55,137 ▼	-4.3%	1,518	0.2%	Industrials
GS The Goldman Sachs Group	$1,195,698	$18,008 ▼	-1.5%	1,328	0.2%	Finance
AMLP Alerian MLP ETF	$1,168,839	$27,854 ▲	2.4%	22,534	0.2%	ETF
ITA iShares U.S. Aerospace & Defense ETF	$1,166,434	$73,964 ▼	-6.0%	5,630	0.2%	ETF
RDVI FT Vest Rising Dividend Achievers Target Income ETF	$1,143,777		0.0%	41,025	0.2%	ETF
LMBS First Trust Low Duration Opportunities ETF	$1,132,963	$90,088 ▼	-7.4%	23,379	0.2%	ETF
META Meta Platforms	$1,119,002		0.0%	1,543	0.2%	Communication Services
SPYD SPDR Portfolio S&P 500 High Dividend ETF	$1,050,318	$39,245 ▼	-3.6%	23,150	0.2%	ETF
MET MetLife	$1,046,588	$6,120 ▼	-0.6%	11,115	0.2%	Finance
CRM Salesforce	$1,026,528	$71,618 ▼	-6.5%	4,472	0.2%	Technology
CSX CSX	$1,004,297	$47,161 ▼	-4.5%	21,593	0.2%	Industrials
BMY Bristol Myers Squibb	$994,207	$22,901 ▼	-2.3%	15,933	0.2%	Healthcare
HONEYWELL INTL INC	$960,621	$33,329 ▼	-3.4%	4,554	0.2%	COM
ADSK Autodesk	$956,802		0.0%	4,578	0.2%	Technology
NEE NextEra Energy	$952,288	$26,282 ▼	-2.7%	12,573	0.2%	Utilities
DGRO iShares Core Dividend Growth ETF	$903,619		0.0%	11,986	0.2%	ETF
BINC iShares Flexible Income Active ETF	$903,518	$32,455 ▲	3.7%	17,789	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Raab & Moskowitz Asset Management LLC Top Holdings and 13F Report (2026)

About Raab & Moskowitz Asset Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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Raab & Moskowitz Asset Management LLC Top Holdings and 13F Report (2026)

About Raab & Moskowitz Asset Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRaab & Moskowitz Asset Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools