Raab & Moskowitz Asset Management

Raab & Moskowitz Asset Management as of Dec. 31, 2024

Portfolio Holdings for Raab & Moskowitz Asset Management

Raab & Moskowitz Asset Management holds 172 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.3 $22M 86k 250.42
Vanguard Index Fds Total Stk Mkt (VTI) 4.7 $19M 67k 289.81
Vanguard World Mega Grwth Ind (MGK) 4.3 $18M 52k 343.41
Microsoft Corporation (MSFT) 3.7 $15M 36k 421.50
Costco Wholesale Corporation (COST) 3.4 $14M 15k 916.30
TJX Companies (TJX) 3.1 $13M 106k 120.81
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.9 $12M 26k 453.27
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.6 $11M 60k 175.23
Vanguard Index Fds Value Etf (VTV) 2.3 $9.5M 56k 169.30
Vanguard Whitehall Fds High Div Yld (VYM) 2.3 $9.2M 72k 127.59
Amazon (AMZN) 2.2 $8.9M 41k 219.39
Wal-Mart Stores (WMT) 2.1 $8.6M 96k 90.35
Alphabet Cap Stk Cl A (GOOGL) 1.9 $7.7M 40k 189.30
Pfizer (PFE) 1.9 $7.6M 286k 26.53
Quanta Services (PWR) 1.8 $7.4M 24k 316.04
Vanguard Specialized Funds Div App Etf (VIG) 1.8 $7.3M 37k 195.83
Pepsi (PEP) 1.7 $7.1M 47k 152.06
Vanguard World Inf Tech Etf (VGT) 1.5 $6.3M 10k 621.80
Ishares Tr Select Divid Etf (DVY) 1.5 $5.9M 45k 131.29
Merck & Co (MRK) 1.4 $5.6M 56k 99.48
Ishares Tr Core S&p500 Etf (IVV) 1.2 $4.8M 8.1k 588.66
Abbvie (ABBV) 1.1 $4.7M 26k 177.70
JPMorgan Chase & Co. (JPM) 1.1 $4.7M 19k 239.71
Home Depot (HD) 1.0 $4.2M 11k 389.01
Invesco Exchange Traded Fd T Water Res Etf (PHO) 1.0 $4.0M 60k 65.79
UnitedHealth (UNH) 1.0 $3.9M 7.7k 505.86
Johnson & Johnson (JNJ) 0.9 $3.9M 27k 144.62
Marriott Intl Cl A (MAR) 0.9 $3.8M 14k 278.94
Bank of America Corporation (BAC) 0.9 $3.8M 87k 43.95
Vanguard Index Fds Growth Etf (VUG) 0.9 $3.6M 8.8k 410.43
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $3.4M 5.8k 586.11
Visa Com Cl A (V) 0.8 $3.4M 11k 316.04
First Tr Exchange-traded Wtr Etf (FIW) 0.8 $3.4M 33k 102.05
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.8 $3.3M 64k 51.14
Broadcom (AVGO) 0.8 $3.3M 14k 231.84
McDonald's Corporation (MCD) 0.8 $3.2M 11k 289.89
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.7 $2.9M 58k 49.55
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $2.9M 5.6k 511.24
Vanguard World Health Car Etf (VHT) 0.7 $2.9M 11k 253.69
Verizon Communications (VZ) 0.7 $2.8M 70k 39.99
Waste Management (WM) 0.6 $2.6M 13k 201.79
PNC Financial Services (PNC) 0.6 $2.6M 13k 192.85
Exxon Mobil Corporation (XOM) 0.6 $2.5M 24k 107.57
Coca-Cola Company (KO) 0.6 $2.4M 39k 62.26
Live Nation Entertainment (LYV) 0.6 $2.4M 19k 129.50
Procter & Gamble Company (PG) 0.6 $2.4M 14k 167.65
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.6 $2.4M 47k 50.21
Honeywell International (HON) 0.6 $2.3M 10k 225.90
Chevron Corporation (CVX) 0.6 $2.3M 16k 144.84
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.6 $2.3M 32k 71.43
Vanguard World Utilities Etf (VPU) 0.5 $2.2M 13k 163.42
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.5 $2.2M 25k 87.90
American Express Company (AXP) 0.5 $2.1M 7.2k 296.81
Boeing Company (BA) 0.5 $2.1M 12k 177.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $2.1M 3.8k 538.83
Vanguard World Financials Etf (VFH) 0.5 $2.0M 17k 118.07
Cheniere Energy Com New (LNG) 0.5 $2.0M 9.3k 214.87
salesforce (CRM) 0.5 $2.0M 5.9k 334.35
Philip Morris International (PM) 0.5 $1.9M 16k 120.35
Public Service Enterprise (PEG) 0.5 $1.9M 23k 84.49
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $1.9M 28k 68.94
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $1.8M 67k 27.32
Advanced Micro Devices (AMD) 0.4 $1.8M 15k 120.79
Abbott Laboratories (ABT) 0.4 $1.8M 16k 113.11
Walt Disney Company (DIS) 0.4 $1.8M 16k 111.35
Mondelez Intl Cl A (MDLZ) 0.4 $1.7M 29k 59.73
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $1.6M 4.1k 401.58
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.4 $1.6M 20k 80.93
Nike CL B (NKE) 0.4 $1.5M 20k 75.67
Eli Lilly & Co. (LLY) 0.4 $1.5M 1.9k 772.06
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $1.5M 3.4k 425.53
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.3 $1.4M 57k 23.93
Select Sector Spdr Tr Technology (XLK) 0.3 $1.4M 5.9k 232.51
Autodesk (ADSK) 0.3 $1.4M 4.6k 295.57
Ishares Msci Jpn Etf New (EWJ) 0.3 $1.3M 19k 67.10
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $1.2M 6.7k 178.08
Goldman Sachs (GS) 0.3 $1.1M 2.0k 572.62
CSX Corporation (CSX) 0.3 $1.1M 35k 32.27
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $1.1M 8.6k 132.09
Ishares Tr Us Aer Def Etf (ITA) 0.3 $1.1M 7.6k 145.35
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.1M 5.7k 190.42
Bristol Myers Squibb (BMY) 0.3 $1.0M 18k 56.56
Netflix (NFLX) 0.3 $1.0M 1.2k 891.32
Comcast Corp Cl A (CMCSA) 0.3 $1.0M 28k 37.53
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.2 $971k 23k 43.24
Nextera Energy (NEE) 0.2 $943k 13k 71.69
Constellation Brands Cl A (STZ) 0.2 $902k 4.1k 221.00
Prudential Financial (PRU) 0.2 $871k 7.4k 118.53
Morgan Stanley Com New (MS) 0.2 $864k 6.9k 125.72
Raytheon Technologies Corp (RTX) 0.2 $860k 7.4k 115.72
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $851k 18k 48.16
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $845k 14k 58.93
Ishares Tr Msci India Etf (INDA) 0.2 $834k 16k 52.64
Adobe Systems Incorporated (ADBE) 0.2 $821k 1.8k 444.68
Lockheed Martin Corporation (LMT) 0.2 $820k 1.7k 485.86
Unilever Spon Adr New (UL) 0.2 $817k 14k 56.70
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $814k 9.1k 89.08
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $759k 13k 58.18
Ishares Tr Core Div Grwth (DGRO) 0.2 $737k 12k 61.34
Vanguard World Mega Cap Val Etf (MGV) 0.2 $715k 5.7k 124.91
Altria (MO) 0.2 $698k 13k 52.29
Intercontinental Exchange (ICE) 0.2 $690k 4.6k 149.00
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $685k 1.7k 402.70
Vanguard World Energy Etf (VDE) 0.2 $673k 5.5k 121.31
Mastercard Incorporated Cl A (MA) 0.2 $669k 1.3k 526.64
Starbucks Corporation (SBUX) 0.2 $665k 7.3k 91.25
Boeing Dep Conv Pfd A (BA.PA) 0.2 $644k 11k 60.89
Caterpillar (CAT) 0.2 $624k 1.7k 362.73
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJL) 0.1 $608k 29k 20.98
Charles Schwab Corporation (SCHW) 0.1 $607k 8.2k 74.01
Flexshares Tr Flexshares Ultra (RAVI) 0.1 $604k 8.0k 75.17
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $594k 19k 31.44
Ishares Msci Mexico Etf (EWW) 0.1 $584k 13k 46.82
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $581k 6.7k 86.31
United Parcel Service CL B (UPS) 0.1 $581k 4.6k 126.10
Ishares Tr Russell 2000 Etf (IWM) 0.1 $547k 2.5k 220.96
Qualcomm (QCOM) 0.1 $542k 3.5k 153.60
Vanguard World Consum Stp Etf (VDC) 0.1 $534k 2.5k 211.38
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $532k 6.5k 81.98
Asml Holding N V N Y Registry Shs (ASML) 0.1 $523k 755.00 693.08
L3harris Technologies (LHX) 0.1 $523k 2.5k 210.28
Union Pacific Corporation (UNP) 0.1 $522k 2.3k 228.04
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $510k 11k 48.67
Tesla Motors (TSLA) 0.1 $500k 1.2k 403.84
NVIDIA Corporation (NVDA) 0.1 $498k 3.7k 134.29
First Tr Exchange-traded Ft Vest Ris (RDVI) 0.1 $497k 21k 24.24
Select Sector Spdr Tr Financial (XLF) 0.1 $490k 10k 48.33
Kellogg Company (K) 0.1 $487k 6.0k 80.97
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $482k 4.8k 101.52
Vanguard World Industrial Etf (VIS) 0.1 $445k 1.8k 254.39
Kraft Heinz (KHC) 0.1 $440k 14k 30.71
Sanofi Sponsored Adr (SNY) 0.1 $424k 8.8k 48.23
Oracle Corporation (ORCL) 0.1 $420k 2.5k 166.62
Norfolk Southern (NSC) 0.1 $411k 1.7k 234.70
Nucor Corporation (NUE) 0.1 $407k 3.5k 116.71
Consolidated Edison (ED) 0.1 $398k 4.5k 89.23
Gilead Sciences (GILD) 0.1 $397k 4.3k 92.37
At&t (T) 0.1 $393k 17k 22.77
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $384k 4.9k 78.01
Quest Diagnostics Incorporated (DGX) 0.1 $373k 2.5k 150.86
Shell Spon Ads (SHEL) 0.1 $365k 5.8k 62.65
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $362k 3.6k 99.55
Wisdomtree Tr Glb Us Qtly Div (DNL) 0.1 $360k 10k 35.98
Meta Platforms Cl A (META) 0.1 $351k 599.00 585.51
International Business Machines (IBM) 0.1 $348k 1.6k 219.78
Accenture Plc Ireland Shs Class A (ACN) 0.1 $343k 975.00 351.79
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $343k 2.5k 137.58
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $330k 4.1k 80.27
Cisco Systems (CSCO) 0.1 $322k 5.4k 59.20
Target Corporation (TGT) 0.1 $321k 2.4k 135.18
Vanguard World Consum Dis Etf (VCR) 0.1 $321k 854.00 375.38
Ishares Tr U.s. Pharma Etf (IHE) 0.1 $302k 4.6k 65.72
Duke Energy Corp Com New (DUK) 0.1 $301k 2.8k 107.75
Te Connectivity Ord Shs (TEL) 0.1 $301k 2.1k 142.97
Deere & Company (DE) 0.1 $300k 708.00 423.87
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $288k 2.2k 128.59
3M Company (MMM) 0.1 $275k 2.1k 129.09
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.1 $272k 9.4k 29.01
Select Sector Spdr Tr Energy (XLE) 0.1 $271k 3.2k 85.66
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $268k 1.0k 264.13
Mccormick & Co Com Non Vtg (MKC) 0.1 $255k 3.3k 76.24
Allstate Corporation (ALL) 0.1 $247k 1.3k 192.79
Ge Aerospace Com New (GE) 0.1 $231k 1.4k 166.80
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $216k 2.2k 96.90
Etf Ser Solutions Us Glb Jets (JETS) 0.1 $216k 8.5k 25.35
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $213k 1.1k 190.88
Amgen (AMGN) 0.1 $212k 815.00 260.64
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $202k 2.6k 78.61
Roivant Sciences SHS (ROIV) 0.0 $130k 11k 11.83
Iamgold Corp (IAG) 0.0 $56k 11k 5.16
Iqiyi Note 4.000%12/1 (Principal) 0.0 $29k 30k 0.97
Biomarin Pharmaceutical Note 1.250% 5/1 (Principal) 0.0 $28k 30k 0.93