Raab--Moskowitz-Asset-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "IAG",
  null,
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "VDE",
  "AXP",
  null,
  null,
  "ASML",
  "T",
  "CAT",
  "AVGO",
  null,
  "DUK",
  null,
  "GILD",
  null,
  "BA-PA",
  "HON",
  "HD",
  null,
  null,
  "MCD",
  null,
  "UNP",
  "QCOM",
  "ICE",
  "META",
  "IVW",
  null,
  "LHX",
  null,
  "PWR",
  "MA",
  "MSFT",
  "MDLZ",
  "MS",
  null,
  "GE",
  "ORCL",
  "KHC",
  "VHT",
  null,
  "IWF",
  "PEP",
  "PNC",
  "VGSH",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "MKC",
  "AMGN",
  null,
  "DGX",
  null,
  null,
  "SHEL",
  "RTX",
  "STX",
  null,
  "SPYG",
  "SPLG",
  null,
  "IBM",
  "SBUX",
  "TEL",
  "TGT",
  "TJX",
  "UL",
  "UPS",
  "VNQ",
  "VO",
  "SCHW",
  null,
  null,
  "VCIT",
  "VIG",
  null,
  "SNY",
  "TSM",
  null,
  "VYM",
  "VRTX",
  "K",
  "ADSK",
  "AMD",
  "SDY",
  "WM",
  "ROIV",
  null,
  "PEG",
  "AMZN",
  "IVE",
  null,
  "VGT",
  "VUG",
  "VFH",
  "MGK",
  null,
  "VXUS",
  "MGV",
  "VOO",
  null,
  "VTV",
  "V",
  "WMT",
  null,
  null,
  null,
  "SCHD",
  "DVY",
  "NSC",
  "CRM",
  null,
  "DIA",
  null,
  "LYV",
  "DGRO",
  "SPYV",
  "NUE",
  null,
  "AXS",
  "BAC",
  "BRK-B",
  null,
  "BA",
  "BMY",
  "CVX",
  "LNG",
  "CB",
  "CSCO",
  "KO",
  "CMCSA",
  "STZ",
  "ED",
  "COST",
  "CSX",
  "DE",
  "RSP",
  "EWJ",
  null,
  "USMV",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 177
Total Value: 397610301
Accession Number: 0001172661-25-001920
Form Type: 13F-HR
CIK: raab--moskowitz-asset-management
Manager Name: Raab--Moskowitz-Asset-Management

Data Enrichment

80% identified

141 identified36 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

177 positions • $397.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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92204A702

VGT|92204A702

Shares:9.6K

Value:$5.2M

% of Portfolio:1.3% ($5.2M/$397.6M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:19.2K

Value:$4.7M

% of Portfolio:1.2% ($4.7M/$397.6M)

464287200

IVV|464287200

Shares:7.8K

Value:$4.4M

% of Portfolio:1.1% ($4.4M/$397.6M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:25.1K

Value:$4.2M

% of Portfolio:1.0% ($4.2M/$397.6M)

46137V142

Shares:60.7K

Value:$3.9M

% of Portfolio:1.0% ($3.9M/$397.6M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:7.5K

Value:$3.9M

% of Portfolio:1.0% ($3.9M/$397.6M)

HOME DEPOT, INC.

HD|437076102

Shares:10.6K

Value:$3.9M

% of Portfolio:1.0% ($3.9M/$397.6M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:85.1K

Value:$3.5M

% of Portfolio:0.9% ($3.5M/$397.6M)

VISA INC.

V|92826C839

Shares:10.0K

Value:$3.5M

% of Portfolio:0.9% ($3.5M/$397.6M)

MCDONALDS CORP

MCD|580135101

Shares:10.8K

Value:$3.4M

% of Portfolio:0.8% ($3.4M/$397.6M)

33733B100

Shares:32.7K

Value:$3.3M

% of Portfolio:0.8% ($3.3M/$397.6M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:5.7K

Value:$3.2M

% of Portfolio:0.8% ($3.2M/$397.6M)

922908736

VUG|922908736

Shares:8.6K

Value:$3.2M

% of Portfolio:0.8% ($3.2M/$397.6M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:68.6K

Value:$3.1M

% of Portfolio:0.8% ($3.1M/$397.6M)

69344A107

Shares:61.8K

Value:$3.1M

% of Portfolio:0.8% ($3.1M/$397.6M)

CHEVRON CORP

CVX|166764100

Shares:18.2K

Value:$3.0M

% of Portfolio:0.8% ($3.0M/$397.6M)

78464A508

SPYV|78464A508

Shares:58.7K

Value:$3.0M

% of Portfolio:0.8% ($3.0M/$397.6M)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:12.5K

Value:$3.0M

% of Portfolio:0.7% ($3.0M/$397.6M)

92204A504

VHT|92204A504

Shares:11.1K

Value:$2.9M

% of Portfolio:0.7% ($2.9M/$397.6M)

33739Q705

Shares:55.4K

Value:$2.8M

% of Portfolio:0.7% ($2.8M/$397.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VGTcusip92204A702)	9.6K	QoQ -4.86% (-491) YoY -7.90% (-825)	All Managers (Combined)	$5.2M	1.3% ($5.2M/$397.6M)	QoQ -17.01% (-$1.1M) YoY -4.74% (-$259.6K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	19.2K	QoQ -1.18% (-229) YoY +1.02% (+195)	All Managers (Combined)	$4.7M	1.2% ($4.7M/$397.6M)	QoQ +1.12% (-$52.2K) YoY +23.71% (+$901.6K)
(IVVcusip464287200)	7.8K	QoQ -4.33% (-353) YoY -6.49% (-541)	All Managers (Combined)	$4.4M	1.1% ($4.4M/$397.6M)	QoQ -8.68% (-$416.3K) YoY -0.07% (-$3.4K)
JOHNSON & JOHNSON(JNJcusip478160104)	25.1K	QoQ -6.02% (-1.6K) YoY -14.70% (-4.3K)	All Managers (Combined)	$4.2M	1.0% ($4.2M/$397.6M)	QoQ +7.76% (-$299.9K) YoY -10.58% (-$492.7K)
(cusip46137V142)✕	60.7K	QoQ +0.74% (-450) YoY +1.13% (-679)	All Managers (Combined)	$3.9M	1.0% ($3.9M/$397.6M)	QoQ -1.19% (-$47.4K) YoY -1.98% (-$79.3K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	7.5K	QoQ -3.45% (-267) YoY -9.28% (-763)	All Managers (Combined)	$3.9M	1.0% ($3.9M/$397.6M)	QoQ -0.04% (-$1.7K) YoY -3.95% (-$160.9K)
HOME DEPOT, INC.(HDcusip437076102)	10.6K	QoQ -0.58% (-63) YoY +20.49% (+1.8K)	All Managers (Combined)	$3.9M	1.0% ($3.9M/$397.6M)	QoQ -6.34% (-$263.9K) YoY +15.11% (+$511.5K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	85.1K	QoQ -1.89% (-1.6K) YoY +9.79% (+7.6K)	All Managers (Combined)	$3.5M	0.9% ($3.5M/$397.6M)	QoQ -6.85% (-$261.0K) YoY +20.82% (+$611.8K)
VISA INC.(Vcusip92826C839)	10.0K	QoQ -6.36% (-681) YoY -2.90% (-300)	All Managers (Combined)	$3.5M	0.9% ($3.5M/$397.6M)	QoQ +3.83% (-$129.7K) YoY +21.92% (-$631.6K)
MCDONALDS CORP(MCDcusip580135101)	10.8K	QoQ -1.44% (-158) YoY -1.32% (-145)	All Managers (Combined)	$3.4M	0.8% ($3.4M/$397.6M)	QoQ +6.19% (-$196.8K) YoY +9.30% (-$287.2K)
(cusip33733B100)✕	32.7K	QoQ -0.58% (-194) YoY -2.51% (-844)	All Managers (Combined)	$3.3M	0.8% ($3.3M/$397.6M)	QoQ -1.89% (-$63.6K) YoY -3.84% (-$131.6K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	5.7K	QoQ -0.93% (-54) YoY +0.94% (+54)	All Managers (Combined)	$3.2M	0.8% ($3.2M/$397.6M)	QoQ -5.45% (-$185.2K) YoY +7.95% (+$236.6K)
(VUGcusip922908736)	8.6K	QoQ -3.30% (-292) YoY -9.67% (-916)	All Managers (Combined)	$3.2M	0.8% ($3.2M/$397.6M)	QoQ -12.63% (-$458.6K) YoY -2.68% (-$87.7K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	68.6K	QoQ -1.58% (-1.1K) YoY +14.84% (+8.9K)	All Managers (Combined)	$3.1M	0.8% ($3.1M/$397.6M)	QoQ +11.63% (-$324.4K) YoY +24.14% (+$605.5K)
(cusip69344A107)✕	61.8K	QoQ +6.45% (+3.8K) YoY +33.57% (+15.5K)	All Managers (Combined)	$3.1M	0.8% ($3.1M/$397.6M)	QoQ +6.84% (+$196.9K) YoY +33.65% (+$774.2K)
CHEVRON CORP(CVXcusip166764100)	18.2K	QoQ +14.26% (+2.3K) YoY +8.86% (+1.5K)	All Managers (Combined)	$3.0M	0.8% ($3.0M/$397.6M)	QoQ +31.97% (+$737.5K) YoY +15.44% (+$407.3K)
(SPYVcusip78464A508)	58.7K	QoQ -8.94% (-5.8K) YoY -8.09% (-5.2K)	All Managers (Combined)	$3.0M	0.8% ($3.0M/$397.6M)	QoQ -9.06% (-$298.9K) YoY -6.31% (-$202.1K)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	12.5K	QoQ -8.71% (-1.2K) YoY -12.02% (-1.7K)	All Managers (Combined)	$3.0M	0.7% ($3.0M/$397.6M)	QoQ -22.04% (-$842.6K) YoY -16.94% (-$607.9K)
(VHTcusip92204A504)	11.1K	QoQ -1.12% (-126) YoY -3.22% (-371)	All Managers (Combined)	$2.9M	0.7% ($2.9M/$397.6M)	QoQ +3.18% (-$90.8K) YoY -5.29% (-$164.7K)
(cusip33739Q705)✕	55.4K	QoQ +17.14% (+8.1K) YoY +16.90% (+8.0K)	All Managers (Combined)	$2.8M	0.7% ($2.8M/$397.6M)	QoQ +17.86% (+$424.3K) YoY +9.95% (+$253.5K)