Raab & Moskowitz Asset Management LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 177Value: $397.6MLatest: 2025Q1

Raab & Moskowitz Asset Management LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 177 holdings worth $0.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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

Page 1 of 9

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922908769

VTI|922908769

Shares:68.5K

Value:$18.8M

% of Portfolio:4.7% ($18.8M/$397.6M)

Apple Inc.

AAPL|037833100

Shares:82.2K

Value:$18.3M

% of Portfolio:4.6% ($18.3M/$397.6M)

921910816

MGK|921910816

Shares:48.3K

Value:$14.9M

% of Portfolio:3.8% ($14.9M/$397.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:26.2K

Value:$13.9M

% of Portfolio:3.5% ($13.9M/$397.6M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:14.6K

Value:$13.8M

% of Portfolio:3.5% ($13.8M/$397.6M)

MICROSOFT CORP

MSFT|594918104

Shares:34.7K

Value:$13.0M

% of Portfolio:3.3% ($13.0M/$397.6M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:103.1K

Value:$12.6M

% of Portfolio:3.2% ($12.6M/$397.6M)

46137V357

RSP|46137V357

Shares:59.2K

Value:$10.3M

% of Portfolio:2.6% ($10.3M/$397.6M)

921946406

VYM|921946406

Shares:75.1K

Value:$9.7M

% of Portfolio:2.4% ($9.7M/$397.6M)

922908744

VTV|922908744

Shares:56.0K

Value:$9.7M

% of Portfolio:2.4% ($9.7M/$397.6M)

Walmart Inc.

WMT|931142103

Shares:93.7K

Value:$8.2M

% of Portfolio:2.1% ($8.2M/$397.6M)

AMAZON COM INC

AMZN|023135106

Shares:39.7K

Value:$7.5M

% of Portfolio:1.9% ($7.5M/$397.6M)

464287168

DVY|464287168

Shares:55.7K

Value:$7.5M

% of Portfolio:1.9% ($7.5M/$397.6M)

PFIZER INC

PFE|717081103

Shares:292.1K

Value:$7.4M

% of Portfolio:1.9% ($7.4M/$397.6M)

PEPSICO INC

PEP|713448108

Shares:47.2K

Value:$7.1M

% of Portfolio:1.8% ($7.1M/$397.6M)

921908844

VIG|921908844

Shares:36.3K

Value:$7.0M

% of Portfolio:1.8% ($7.0M/$397.6M)

Alphabet Inc.

GOOGL|02079K305

Shares:38.4K

Value:$5.9M

% of Portfolio:1.5% ($5.9M/$397.6M)

QUANTA SERVICES, INC.

PWR|74762E102

Shares:23.1K

Value:$5.9M

% of Portfolio:1.5% ($5.9M/$397.6M)

AbbVie Inc.

ABBV|00287Y109

Shares:26.1K

Value:$5.5M

% of Portfolio:1.4% ($5.5M/$397.6M)

Merck & Co., Inc.

MRK|58933Y105

Shares:58.7K

Value:$5.3M

% of Portfolio:1.3% ($5.3M/$397.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTIcusip922908769)	68.5K	QoQ +2.92% (-1.9K) YoY +1.56% (+1.1K)	All Managers (Combined)	$18.8M	4.7% ($18.8M/$397.6M)	QoQ -2.39% (-$461.9K) YoY +7.40% (+$1.3M)
Apple Inc.(AAPLcusip037833100)	82.2K	QoQ -4.06% (-3.5K) YoY -9.83% (-9.0K)	All Managers (Combined)	$18.3M	4.6% ($18.3M/$397.6M)	QoQ -14.90% (-$3.2M) YoY +16.79% (-$2.6M)
(MGKcusip921910816)	48.3K	QoQ -6.43% (-3.3K) YoY -9.14% (-4.9K)	All Managers (Combined)	$14.9M	3.8% ($14.9M/$397.6M)	QoQ -15.84% (-$2.8M) YoY -2.08% (-$317.8K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	26.2K	QoQ -0.11% (-31) YoY -1.20% (-319)	All Managers (Combined)	$13.9M	3.5% ($13.9M/$397.6M)	QoQ +17.35% (-$2.1M) YoY +25.11% (-$2.8M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	14.6K	QoQ -3.25% (-492) YoY -1.46% (-218)	All Managers (Combined)	$13.8M	3.5% ($13.8M/$397.6M)	QoQ -0.14% (-$19.6K) YoY +27.19% (-$3.0M)
MICROSOFT CORP(MSFTcusip594918104)	34.7K	QoQ -3.44% (-1.2K) YoY +1.74% (-593)	All Managers (Combined)	$13.0M	3.3% ($13.0M/$397.6M)	QoQ -14.01% (-$2.1M) YoY -9.22% (-$1.3M)
TJX COMPANIES INC /DE/(TJXcusip872540109)	103.1K	QoQ -2.62% (-2.8K) YoY +0.52% (+540)	All Managers (Combined)	$12.6M	3.2% ($12.6M/$397.6M)	QoQ -1.82% (-$233.8K) YoY +20.72% (+$2.2M)
(RSPcusip46137V357)	59.2K	QoQ -1.61% (-975) YoY +36.09% (+15.7K)	All Managers (Combined)	$10.3M	2.6% ($10.3M/$397.6M)	QoQ -2.74% (-$289.3K) YoY +39.19% (+$2.9M)
(VYMcusip921946406)	75.1K	QoQ +4.00% (+2.9K) YoY +30.07% (+17.4K)	All Managers (Combined)	$9.7M	2.4% ($9.7M/$397.6M)	QoQ +5.12% (+$472.2K) YoY +38.64% (+$2.7M)
(VTVcusip922908744)	56.0K	QoQ -0.66% (-377) YoY +10.20% (+5.2K)	All Managers (Combined)	$9.7M	2.4% ($9.7M/$397.6M)	QoQ +1.34% (-$128.7K) YoY +16.88% (+$1.4M)
Walmart Inc.(WMTcusip931142103)	93.7K	QoQ -1.82% (-1.7K) YoY -2.53% (-2.4K)	All Managers (Combined)	$8.2M	2.1% ($8.2M/$397.6M)	QoQ -4.60% (-$397.1K) YoY +42.20% (-$2.4M)
AMAZON COM INC(AMZNcusip023135106)	39.7K	QoQ -1.94% (-785) YoY +10.60% (+3.8K)	All Managers (Combined)	$7.5M	1.9% ($7.5M/$397.6M)	QoQ -14.96% (-$1.3M) YoY +16.66% (+$1.1M)
(DVYcusip464287168)	55.7K	QoQ +22.99% (+10.4K) YoY +59.92% (+20.9K)	All Managers (Combined)	$7.5M	1.9% ($7.5M/$397.6M)	QoQ +25.80% (+$1.5M) YoY +74.34% (+$3.2M)
PFIZER INC(PFEcusip717081103)	292.1K	QoQ +2.27% (-6.5K) YoY +86.68% (+135.6K)	All Managers (Combined)	$7.4M	1.9% ($7.4M/$397.6M)	QoQ -2.31% (-$175.4K) YoY +70.47% (+$3.1M)
PEPSICO INC(PEPcusip713448108)	47.2K	QoQ +1.18% (-554) YoY +26.36% (+9.9K)	All Managers (Combined)	$7.1M	1.8% ($7.1M/$397.6M)	QoQ -0.22% (-$16.0K) YoY +8.26% (+$540.6K)
(VIGcusip921908844)	36.3K	QoQ -3.07% (-1.2K) YoY -2.92% (-1.1K)	All Managers (Combined)	$7.0M	1.8% ($7.0M/$397.6M)	QoQ -3.98% (-$292.4K) YoY +3.12% (-$213.3K)
Alphabet Inc.(GOOGLcusip02079K305)	38.4K	QoQ -4.98% (-2.0K) YoY -4.89% (-2.0K)	All Managers (Combined)	$5.9M	1.5% ($5.9M/$397.6M)	QoQ -22.38% (-$1.7M) YoY -2.56% (-$156.1K)
QUANTA SERVICES, INC.(PWRcusip74762E102)	23.1K	QoQ -1.43% (-336) YoY -6.64% (-1.6K)	All Managers (Combined)	$5.9M	1.5% ($5.9M/$397.6M)	QoQ -20.72% (-$1.5M) YoY -8.66% (-$558.1K)
AbbVie Inc.(ABBVcusip00287Y109)	26.1K	QoQ -0.81% (-214) YoY -2.03% (-541)	All Managers (Combined)	$5.5M	1.4% ($5.5M/$397.6M)	QoQ +16.95% (-$792.2K) YoY +12.71% (-$616.8K)
Merck & Co., Inc.(MRKcusip58933Y105)	58.7K	QoQ +4.16% (-2.3K) YoY +24.76% (-11.6K)	All Managers (Combined)	$5.3M	1.3% ($5.3M/$397.6M)	QoQ -6.01% (-$336.8K) YoY -15.13% (-$938.6K)