Raab & Moskowitz Asset Management

Raab & Moskowitz Asset Management as of June 30, 2025

Portfolio Holdings for Raab & Moskowitz Asset Management

Raab & Moskowitz Asset Management holds 185 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 5.0 $21M 69k 303.93
Vanguard World Mega Grwth Ind (MGK) 4.1 $17M 48k 366.17
Apple (AAPL) 4.0 $17M 81k 205.17
Microsoft Corporation (MSFT) 4.0 $17M 33k 497.42
Costco Wholesale Corporation (COST) 3.4 $14M 14k 989.92
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.0 $13M 26k 485.76
TJX Companies (TJX) 3.0 $13M 102k 123.49
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.5 $11M 58k 181.74
Vanguard Whitehall Fds High Div Yld (VYM) 2.3 $9.8M 73k 133.31
Vanguard Index Fds Value Etf (VTV) 2.3 $9.6M 54k 176.74
Wal-Mart Stores (WMT) 2.1 $8.9M 92k 97.78
Quanta Services (PWR) 2.1 $8.7M 23k 378.08
Amazon (AMZN) 2.1 $8.7M 40k 219.39
Ishares Tr Select Divid Etf (DVY) 1.9 $7.9M 60k 132.81
Vanguard Specialized Funds Div App Etf (VIG) 1.7 $7.2M 35k 204.67
Pfizer (PFE) 1.6 $6.9M 284k 24.24
Alphabet Cap Stk Cl A (GOOGL) 1.6 $6.6M 37k 176.23
Vanguard World Inf Tech Etf (VGT) 1.5 $6.3M 9.5k 663.30
Pepsi (PEP) 1.4 $6.0M 46k 132.04
JPMorgan Chase & Co. (JPM) 1.2 $5.2M 18k 289.91
Abbvie (ABBV) 1.2 $4.9M 26k 185.62
Ishares Tr Core S&p500 Etf (IVV) 1.1 $4.7M 7.6k 620.87
Merck & Co (MRK) 1.1 $4.6M 58k 79.16
Invesco Exchange Traded Fd T Water Res Etf (PHO) 1.0 $4.2M 60k 69.91
Bank of America Corporation (BAC) 0.9 $4.0M 84k 47.32
Home Depot (HD) 0.9 $3.8M 10k 366.64
Johnson & Johnson (JNJ) 0.9 $3.7M 25k 152.75
Broadcom (AVGO) 0.9 $3.7M 14k 275.64
Vanguard Index Fds Growth Etf (VUG) 0.9 $3.6M 8.3k 438.41
First Tr Exchange-traded Wtr Etf (FIW) 0.8 $3.5M 33k 107.98
Visa Com Cl A (V) 0.8 $3.5M 9.9k 355.05
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $3.5M 5.6k 617.82
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.8 $3.4M 68k 49.76
McDonald's Corporation (MCD) 0.7 $3.1M 11k 292.17
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $3.1M 5.6k 551.64
Marriott Intl Cl A (MAR) 0.7 $3.1M 11k 273.21
Philip Morris International (PM) 0.7 $3.0M 16k 182.13
Verizon Communications (VZ) 0.7 $2.9M 68k 43.27
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.7 $2.9M 55k 52.34
Vanguard World Health Car Etf (VHT) 0.7 $2.8M 11k 248.34
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.6 $2.7M 55k 49.10
Waste Management (WM) 0.6 $2.7M 12k 228.81
Chevron Corporation (CVX) 0.6 $2.6M 18k 143.19
Exxon Mobil Corporation (XOM) 0.6 $2.6M 24k 107.80
Cheniere Energy Com New (LNG) 0.6 $2.5M 10k 243.52
Vanguard World Utilities Etf (VPU) 0.6 $2.4M 13k 176.51
salesforce (CRM) 0.6 $2.4M 8.7k 272.68
Honeywell International (HON) 0.6 $2.3M 10k 232.89
Coca-Cola Company (KO) 0.6 $2.3M 33k 70.75
Procter & Gamble Company (PG) 0.6 $2.3M 15k 159.32
Live Nation Entertainment (LYV) 0.5 $2.3M 15k 151.28
Boeing Company (BA) 0.5 $2.3M 11k 209.54
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.5 $2.3M 31k 74.89
UnitedHealth (UNH) 0.5 $2.3M 7.2k 311.97
PNC Financial Services (PNC) 0.5 $2.2M 12k 186.42
American Express Company (AXP) 0.5 $2.2M 6.9k 319.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $2.2M 3.8k 568.03
Mondelez Intl Cl A (MDLZ) 0.5 $2.2M 32k 67.44
Vanguard World Financials Etf (VFH) 0.5 $2.2M 17k 127.30
Abbott Laboratories (ABT) 0.5 $2.1M 16k 136.01
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.5 $2.0M 21k 95.32
Public Service Enterprise (PEG) 0.5 $2.0M 23k 84.18
Spdr Series Trust Portfolio S&p500 (SPLG) 0.5 $1.9M 27k 72.69
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $1.9M 70k 26.50
Ishares Tr Expanded Tech (IGV) 0.4 $1.8M 17k 109.50
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $1.7M 25k 69.09
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $1.7M 4.1k 424.58
Advanced Micro Devices (AMD) 0.4 $1.7M 12k 141.90
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.4 $1.6M 19k 83.74
Eli Lilly & Co. (LLY) 0.4 $1.6M 2.0k 779.62
Walt Disney Company (DIS) 0.4 $1.5M 13k 124.01
Netflix (NFLX) 0.4 $1.5M 1.1k 1339.13
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $1.5M 3.4k 440.69
Ishares Msci Jpn Etf New (EWJ) 0.4 $1.5M 20k 74.97
Nike CL B (NKE) 0.3 $1.5M 21k 71.04
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.3 $1.4M 59k 24.67
Autodesk (ADSK) 0.3 $1.4M 4.6k 309.57
Goldman Sachs (GS) 0.3 $1.4M 2.0k 707.75
Ishares Tr Us Aer Def Etf (ITA) 0.3 $1.3M 6.8k 188.64
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $1.3M 6.9k 182.82
Asml Holding N V N Y Registry Shs (ASML) 0.3 $1.1M 1.4k 801.39
Morgan Stanley Com New (MS) 0.3 $1.1M 8.0k 140.86
Select Sector Spdr Tr Technology (XLK) 0.3 $1.1M 4.3k 253.22
Spdr Series Trust S&p Divid Etf (SDY) 0.3 $1.1M 7.9k 135.73
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.2 $1.0M 20k 51.45
Raytheon Technologies Corp (RTX) 0.2 $1.0M 7.0k 146.02
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.0M 5.7k 177.39
MetLife (MET) 0.2 $996k 12k 80.42
Bristol Myers Squibb (BMY) 0.2 $992k 21k 46.29
Comcast Corp Cl A (CMCSA) 0.2 $985k 28k 35.69
Seagate Technology Hldngs Pl Ord Shs (STX) 0.2 $960k 6.7k 144.33
Nextera Energy (NEE) 0.2 $917k 13k 69.42
CSX Corporation (CSX) 0.2 $906k 28k 32.63
Unilever Spon Adr New (UL) 0.2 $872k 14k 61.17
Ishares Tr Msci India Etf (INDA) 0.2 $865k 16k 55.68
Spdr Series Trust Prtflo S&p500 Hi (SPYD) 0.2 $862k 20k 42.44
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $852k 17k 48.86
Intercontinental Exchange (ICE) 0.2 $836k 4.6k 183.46
Ishares Tr Core Div Grwth (DGRO) 0.2 $774k 12k 63.94
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $765k 8.6k 89.06
Altria (MO) 0.2 $764k 13k 58.63
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $757k 1.7k 445.20
Vanguard World Mega Cap Val Etf (MGV) 0.2 $734k 5.6k 131.20
Lockheed Martin Corporation (LMT) 0.2 $686k 1.5k 463.16
Caterpillar (CAT) 0.2 $678k 1.7k 388.22
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $677k 3.0k 226.49
NVIDIA Corporation (NVDA) 0.2 $657k 4.2k 157.99
Vanguard World Consum Stp Etf (VDC) 0.2 $653k 3.0k 219.00
Spinnaker Etf Series Select Stoxx Eur (EUAD) 0.2 $651k 15k 43.15
Vanguard World Energy Etf (VDE) 0.2 $634k 5.3k 119.12
L3harris Technologies (LHX) 0.1 $622k 2.5k 250.84
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $621k 11k 58.78
Mastercard Incorporated Cl A (MA) 0.1 $620k 1.1k 562.05
At&t (T) 0.1 $616k 21k 28.94
Meta Platforms Cl A (META) 0.1 $613k 831.00 738.09
Oracle Corporation (ORCL) 0.1 $610k 2.8k 218.63
United Parcel Service CL B (UPS) 0.1 $608k 6.0k 100.94
Flexshares Tr Flexshares Ultra (RAVI) 0.1 $606k 8.0k 75.51
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJL) 0.1 $581k 26k 22.36
Ishares Msci Mexico Etf (EWW) 0.1 $539k 8.9k 60.56
Goldman Sachs Etf Tr India Equity Etf (GIND) 0.1 $538k 20k 27.61
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $538k 6.5k 82.86
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $535k 11k 49.26
Starbucks Corporation (SBUX) 0.1 $534k 5.8k 91.63
Ishares Tr Russell 2000 Etf (IWM) 0.1 $534k 2.5k 215.79
Qualcomm (QCOM) 0.1 $530k 3.3k 159.27
Novo-nordisk A S Adr (NVO) 0.1 $518k 7.5k 69.02
Union Pacific Corporation (UNP) 0.1 $518k 2.3k 230.08
First Tr Exchange-traded Ft Vest Ris (RDVI) 0.1 $507k 21k 24.71
Viking Holdings Ord Shs (VIK) 0.1 $504k 9.5k 53.29
Boeing Dep Conv Pfd A (BA.PA) 0.1 $483k 7.1k 68.00
Select Sector Spdr Tr Financial (XLF) 0.1 $480k 9.2k 52.37
Consolidated Edison (ED) 0.1 $477k 4.8k 100.35
Gilead Sciences (GILD) 0.1 $475k 4.3k 110.87
International Business Machines (IBM) 0.1 $473k 1.6k 294.73
Prudential Financial (PRU) 0.1 $463k 4.3k 107.44
Tesla Motors (TSLA) 0.1 $463k 1.5k 317.66
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $461k 15k 30.68
Nucor Corporation (NUE) 0.1 $452k 3.5k 129.54
Norfolk Southern (NSC) 0.1 $448k 1.7k 255.97
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $430k 3.9k 110.09
Quest Diagnostics Incorporated (DGX) 0.1 $426k 2.4k 179.63
Sanofi Sponsored Adr (SNY) 0.1 $420k 8.7k 48.31
Spdr Gold Tr Gold Shs (GLD) 0.1 $398k 1.3k 304.83
Vanguard World Industrial Etf (VIS) 0.1 $396k 1.4k 280.07
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $387k 4.9k 79.50
Wisdomtree Tr Glb Us Qtly Div (DNL) 0.1 $387k 9.6k 40.27
Ge Aerospace Com New (GE) 0.1 $383k 1.5k 257.37
Cisco Systems (CSCO) 0.1 $376k 5.4k 69.38
Palantir Technologies Cl A (PLTR) 0.1 $359k 2.6k 136.32
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $356k 3.5k 100.70
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $351k 2.6k 134.78
Te Connectivity Ord Shs (TEL) 0.1 $344k 2.0k 168.67
Ishares Tr Msci Euro Fl Etf (EUFN) 0.1 $343k 11k 31.63
Duke Energy Corp Com New (DUK) 0.1 $342k 2.9k 118.02
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $341k 4.1k 82.92
Enterprise Products Partners (EPD) 0.1 $337k 11k 31.01
Shell Spon Ads (SHEL) 0.1 $335k 4.8k 70.41
Constellation Brands Cl A (STZ) 0.1 $331k 2.0k 162.68
Deere & Company (DE) 0.1 $330k 649.00 508.13
Kellogg Company (K) 0.1 $322k 4.1k 79.53
Charles Schwab Corporation (SCHW) 0.1 $319k 3.5k 91.24
Select Sector Spdr Tr Energy (XLE) 0.1 $317k 3.7k 84.81
Ishares Tr U.s. Pharma Etf (IHE) 0.1 $308k 4.7k 65.54
Kraft Heinz (KHC) 0.1 $301k 12k 25.82
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $289k 1.0k 279.83
3M Company (MMM) 0.1 $288k 1.9k 152.24
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $285k 3.0k 93.87
Accenture Plc Ireland Shs Class A (ACN) 0.1 $280k 938.00 298.89
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $272k 2.0k 135.01
Mccormick & Co Com Non Vtg (MKC) 0.1 $261k 3.4k 75.82
Ge Vernova (GEV) 0.1 $255k 482.00 529.17
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $242k 2.4k 99.20
Amgen (AMGN) 0.1 $241k 864.00 279.21
Cava Group Ord (CAVA) 0.1 $240k 2.8k 84.23
Johnson Ctls Intl SHS (JCI) 0.1 $230k 2.2k 105.62
Vanguard World Consum Dis Etf (VCR) 0.1 $226k 624.00 362.32
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $218k 1.1k 195.42
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.1 $218k 9.5k 22.93
Axis Cap Hldgs SHS (AXS) 0.1 $216k 2.1k 103.82
Invesco Currencyshares Japan Japanese Yen (FXY) 0.0 $209k 3.3k 63.94
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $208k 2.6k 80.97
Chubb (CB) 0.0 $204k 704.00 289.72
Roivant Sciences SHS (ROIV) 0.0 $124k 11k 11.27
Iamgold Corp (IAG) 0.0 $80k 11k 7.35