Raab & Moskowitz Asset Management

Raab & Moskowitz Asset Management as of March 31, 2025

Portfolio Holdings for Raab & Moskowitz Asset Management

Raab & Moskowitz Asset Management holds 177 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 4.7 $19M 69k 274.84
Apple (AAPL) 4.6 $18M 82k 222.13
Vanguard World Mega Grwth Ind (MGK) 3.8 $15M 48k 308.88
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.5 $14M 26k 532.57
Costco Wholesale Corporation (COST) 3.5 $14M 15k 945.76
Microsoft Corporation (MSFT) 3.3 $13M 35k 375.39
TJX Companies (TJX) 3.2 $13M 103k 121.80
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.6 $10M 59k 173.23
Vanguard Whitehall Fds High Div Yld (VYM) 2.4 $9.7M 75k 128.96
Vanguard Index Fds Value Etf (VTV) 2.4 $9.7M 56k 172.74
Wal-Mart Stores (WMT) 2.1 $8.2M 94k 87.79
Amazon (AMZN) 1.9 $7.5M 40k 190.26
Ishares Tr Select Divid Etf (DVY) 1.9 $7.5M 56k 134.29
Pfizer (PFE) 1.9 $7.4M 292k 25.34
Pepsi (PEP) 1.8 $7.1M 47k 149.94
Vanguard Specialized Funds Div App Etf (VIG) 1.8 $7.0M 36k 193.99
Alphabet Cap Stk Cl A (GOOGL) 1.5 $5.9M 38k 154.64
Quanta Services (PWR) 1.5 $5.9M 23k 254.18
Abbvie (ABBV) 1.4 $5.5M 26k 209.52
Merck & Co (MRK) 1.3 $5.3M 59k 89.76
Vanguard World Inf Tech Etf (VGT) 1.3 $5.2M 9.6k 542.39
JPMorgan Chase & Co. (JPM) 1.2 $4.7M 19k 245.30
Ishares Tr Core S&p500 Etf (IVV) 1.1 $4.4M 7.8k 561.88
Johnson & Johnson (JNJ) 1.0 $4.2M 25k 165.84
Invesco Exchange Traded Fd T Water Res Etf (PHO) 1.0 $3.9M 61k 64.52
UnitedHealth (UNH) 1.0 $3.9M 7.5k 523.75
Home Depot (HD) 1.0 $3.9M 11k 366.48
Bank of America Corporation (BAC) 0.9 $3.5M 85k 41.73
Visa Com Cl A (V) 0.9 $3.5M 10k 350.46
McDonald's Corporation (MCD) 0.8 $3.4M 11k 312.36
First Tr Exchange-traded Wtr Etf (FIW) 0.8 $3.3M 33k 100.71
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $3.2M 5.7k 559.36
Vanguard Index Fds Growth Etf (VUG) 0.8 $3.2M 8.6k 370.83
Verizon Communications (VZ) 0.8 $3.1M 69k 45.36
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.8 $3.1M 62k 49.73
Chevron Corporation (CVX) 0.8 $3.0M 18k 167.29
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.8 $3.0M 59k 51.07
Marriott Intl Cl A (MAR) 0.7 $3.0M 13k 238.20
Vanguard World Health Car Etf (VHT) 0.7 $2.9M 11k 264.73
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.7 $2.8M 55k 50.52
Exxon Mobil Corporation (XOM) 0.7 $2.8M 23k 118.93
Waste Management (WM) 0.7 $2.7M 12k 231.50
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $2.6M 5.6k 468.92
Philip Morris International (PM) 0.7 $2.6M 16k 158.73
Procter & Gamble Company (PG) 0.6 $2.6M 15k 170.42
Broadcom (AVGO) 0.6 $2.4M 15k 167.43
Coca-Cola Company (KO) 0.6 $2.4M 34k 71.62
Vanguard World Utilities Etf (VPU) 0.6 $2.4M 14k 170.81
Cheniere Energy Com New (LNG) 0.6 $2.3M 10k 231.40
Boeing Company (BA) 0.6 $2.3M 13k 170.55
Mondelez Intl Cl A (MDLZ) 0.6 $2.2M 33k 67.85
Live Nation Entertainment (LYV) 0.6 $2.2M 17k 130.58
PNC Financial Services (PNC) 0.5 $2.2M 12k 175.77
Honeywell International (HON) 0.5 $2.2M 10k 211.76
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.5 $2.1M 31k 68.01
Vanguard World Financials Etf (VFH) 0.5 $2.1M 18k 119.47
Abbott Laboratories (ABT) 0.5 $2.1M 16k 132.65
Public Service Enterprise (PEG) 0.5 $1.9M 23k 82.30
American Express Company (AXP) 0.5 $1.9M 7.2k 269.06
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $1.9M 68k 27.96
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.8M 3.6k 513.93
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $1.8M 27k 65.76
salesforce (CRM) 0.4 $1.8M 6.6k 268.34
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.4 $1.8M 22k 80.37
Eli Lilly & Co. (LLY) 0.4 $1.6M 2.0k 825.99
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.4 $1.5M 19k 79.86
Advanced Micro Devices (AMD) 0.4 $1.5M 15k 102.74
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.4 $1.5M 58k 25.52
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $1.5M 4.1k 361.09
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $1.4M 3.4k 419.91
Walt Disney Company (DIS) 0.4 $1.4M 15k 98.70
Ishares Msci Jpn Etf New (EWJ) 0.3 $1.4M 20k 68.56
Nike CL B (NKE) 0.3 $1.4M 21k 63.48
Prudential Financial (PRU) 0.3 $1.3M 12k 111.68
Autodesk (ADSK) 0.3 $1.2M 4.6k 261.80
Netflix (NFLX) 0.3 $1.1M 1.2k 932.53
Goldman Sachs (GS) 0.3 $1.1M 2.0k 546.29
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $1.1M 8.0k 135.67
Ishares Tr Us Aer Def Etf (ITA) 0.3 $1.1M 7.0k 153.10
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.3 $1.1M 24k 44.26
Comcast Corp Cl A (CMCSA) 0.3 $1.0M 27k 36.90
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $979k 5.7k 170.89
Bristol Myers Squibb (BMY) 0.2 $976k 16k 60.99
Morgan Stanley Com New (MS) 0.2 $943k 8.1k 116.67
CSX Corporation (CSX) 0.2 $938k 32k 29.43
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $938k 18k 51.94
Nextera Energy (NEE) 0.2 $938k 13k 70.89
Raytheon Technologies Corp (RTX) 0.2 $926k 7.0k 132.46
Select Sector Spdr Tr Technology (XLK) 0.2 $902k 4.4k 206.47
Alphabet Cap Stk Cl C (GOOG) 0.2 $890k 5.7k 156.22
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $864k 14k 62.10
Unilever Spon Adr New (UL) 0.2 $849k 14k 59.55
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.2 $848k 17k 51.31
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $825k 1.7k 484.82
Asml Holding N V N Y Registry Shs (ASML) 0.2 $824k 1.2k 662.63
Altria (MO) 0.2 $802k 13k 60.02
Ishares Tr Msci India Etf (INDA) 0.2 $791k 15k 51.48
Intercontinental Exchange (ICE) 0.2 $786k 4.6k 172.49
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $784k 8.7k 90.54
Vanguard World Energy Etf (VDE) 0.2 $751k 5.8k 129.71
Vanguard World Mega Cap Val Etf (MGV) 0.2 $750k 5.8k 128.84
Lockheed Martin Corporation (LMT) 0.2 $749k 1.7k 446.68
United Parcel Service CL B (UPS) 0.2 $749k 6.8k 109.99
Ishares Tr Core Div Grwth (DGRO) 0.2 $748k 12k 61.78
Boeing Dep Conv Pfd A (BA.PA) 0.2 $730k 12k 59.83
Starbucks Corporation (SBUX) 0.2 $703k 7.2k 98.09
Adobe Systems Incorporated (ADBE) 0.2 $654k 1.7k 383.53
Vanguard World Consum Stp Etf (VDC) 0.2 $653k 3.0k 218.82
Charles Schwab Corporation (SCHW) 0.2 $647k 8.3k 78.28
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $641k 11k 58.69
Mastercard Incorporated Cl A (MA) 0.2 $610k 1.1k 548.22
Flexshares Tr Flexshares Ultra (RAVI) 0.2 $607k 8.0k 75.58
Caterpillar (CAT) 0.1 $573k 1.7k 329.81
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $565k 6.7k 84.95
Spinnaker Etf Series Select Stoxx Eur (EUAD) 0.1 $561k 17k 33.53
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJL) 0.1 $560k 28k 20.35
Constellation Brands Cl A (STZ) 0.1 $554k 3.0k 183.52
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $553k 18k 30.73
Union Pacific Corporation (UNP) 0.1 $548k 2.3k 236.24
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $544k 11k 49.16
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $537k 6.5k 82.73
At&t (T) 0.1 $532k 19k 28.28
Qualcomm (QCOM) 0.1 $531k 3.5k 153.61
L3harris Technologies (LHX) 0.1 $519k 2.5k 209.31
Consolidated Edison (ED) 0.1 $513k 4.6k 110.59
Select Sector Spdr Tr Financial (XLF) 0.1 $503k 10k 49.81
Ishares Tr Russell 2000 Etf (IWM) 0.1 $494k 2.5k 199.49
Ishares Tr Expanded Tech (IGV) 0.1 $489k 5.5k 88.99
First Tr Exchange-traded Ft Vest Ris (RDVI) 0.1 $486k 21k 23.72
Gilead Sciences (GILD) 0.1 $482k 4.3k 112.05
Sanofi Sponsored Adr (SNY) 0.1 $474k 8.5k 55.46
Ishares Msci Mexico Etf (EWW) 0.1 $464k 9.1k 50.96
NVIDIA Corporation (NVDA) 0.1 $463k 4.3k 108.38
Kellogg Company (K) 0.1 $436k 5.3k 82.49
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $428k 2.6k 166.00
Norfolk Southern (NSC) 0.1 $423k 1.8k 236.85
Nucor Corporation (NUE) 0.1 $420k 3.5k 120.34
Kraft Heinz (KHC) 0.1 $416k 14k 30.43
Meta Platforms Cl A (META) 0.1 $404k 700.00 576.36
Quest Diagnostics Incorporated (DGX) 0.1 $401k 2.4k 169.20
International Business Machines (IBM) 0.1 $400k 1.6k 248.65
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $400k 2.7k 146.03
Vanguard World Industrial Etf (VIS) 0.1 $396k 1.6k 247.55
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $389k 4.9k 78.94
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $371k 3.6k 102.18
Shell Spon Ads (SHEL) 0.1 $366k 5.0k 73.28
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $363k 3.9k 92.82
Oracle Corporation (ORCL) 0.1 $353k 2.5k 139.80
Wisdomtree Tr Glb Us Qtly Div (DNL) 0.1 $342k 9.6k 35.67
Duke Energy Corp Com New (DUK) 0.1 $341k 2.8k 121.99
Ishares Tr U.s. Pharma Etf (IHE) 0.1 $339k 4.8k 70.56
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $336k 4.1k 81.76
Select Sector Spdr Tr Energy (XLE) 0.1 $333k 3.6k 93.45
Cisco Systems (CSCO) 0.1 $327k 5.3k 61.71
Accenture Plc Ireland Shs Class A (ACN) 0.1 $304k 975.00 312.04
Deere & Company (DE) 0.1 $302k 643.00 469.63
Tesla Motors (TSLA) 0.1 $298k 1.1k 259.16
Te Connectivity Ord Shs (TEL) 0.1 $297k 2.1k 141.32
Ge Aerospace Com New (GE) 0.1 $295k 1.5k 200.21
3M Company (MMM) 0.1 $293k 2.0k 146.86
Mccormick & Co Com Non Vtg (MKC) 0.1 $289k 3.5k 82.31
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $262k 1.0k 258.62
Amgen (AMGN) 0.1 $254k 814.00 311.55
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $252k 2.1k 121.98
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $231k 2.5k 93.66
Target Corporation (TGT) 0.1 $221k 2.1k 104.37
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.1 $216k 7.4k 29.24
Palantir Technologies Cl A (PLTR) 0.1 $216k 2.6k 84.40
Chubb (CB) 0.1 $213k 704.00 301.99
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $212k 1.1k 190.58
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $210k 2.6k 81.67
Axis Cap Hldgs SHS (AXS) 0.1 $209k 2.1k 100.24
Vanguard World Consum Dis Etf (VCR) 0.1 $203k 624.00 325.51
Roivant Sciences SHS (ROIV) 0.0 $111k 11k 10.09
Iamgold Corp (IAG) 0.0 $68k 11k 6.25
Iqiyi Note 4.000%12/1 (Principal) 0.0 $30k 30k 0.99
Biomarin Pharmaceutical Note 1.250% 5/1 (Principal) 0.0 $28k 30k 0.94