Raab & Moskowitz Asset Management LLC Top Holdings and 13F Report (2025) About Raab & Moskowitz Asset Management LLCInvestment ActivityRaab & Moskowitz Asset Management LLC has $408.09 million in total holdings as of December 31, 2024.Raab & Moskowitz Asset Management LLC owns shares of 172 different stocks, but just 58 companies or ETFs make up 80% of its holdings.Approximately 4.51% of the portfolio was purchased this quarter.About 1.49% of the portfolio was sold this quarter.This quarter, Raab & Moskowitz Asset Management LLC has purchased 169 new stocks and bought additional shares in 61 stocks.Raab & Moskowitz Asset Management LLC sold shares of 74 stocks and completely divested from 3 stocks this quarter.Largest Holdings Apple $21,462,301Vanguard Total Stock Market ETF $19,287,945Vanguard Mega Cap Growth ETF $17,731,387Microsoft $15,136,111Costco Wholesale $13,862,671 Largest New Holdings this Quarter Adobe $820,879 HoldingBOEING CO $643,851 HoldingCharles Schwab $606,956 HoldingiShares Core U.S. Aggregate Bond ETF $215,893 HoldingU.S. Global Jets ETF $215,551 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 7,667 shares (about $1.34M)Schwab US Dividend Equity ETF 43,729 shares (about $1.19M)Amazon.com 4,511 shares (about $989.68K)Merck & Co., Inc. 8,461 shares (about $841.70K)Adobe 1,846 shares (about $820.88K) Largest Sales this Quarter Apple 2,432 shares (about $609.02K)iShares MSCI Mexico ETF 9,949 shares (about $465.81K)Vanguard Growth ETF 1,053 shares (about $432.18K)Vanguard Mega Cap Growth ETF 860 shares (about $295.33K)Vanguard Total Stock Market ETF 836 shares (about $242.28K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRaab & Moskowitz Asset Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$21,462,301$609,023 ▼-2.8%85,7055.3%Computer and TechnologyVTIVanguard Total Stock Market ETF$19,287,945$242,280 ▼-1.2%66,5544.7%ETFMGKVanguard Mega Cap Growth ETF$17,731,387$295,334 ▼-1.6%51,6334.3%ETFMSFTMicrosoft$15,136,111$754,066 ▲5.2%35,9103.7%Computer and TechnologyCOSTCostco Wholesale$13,862,671$695,470 ▲5.3%15,1293.4%Retail/WholesaleTJXTJX Companies$12,795,804$396,256 ▲3.2%105,9173.1%Retail/WholesaleBRK.BBerkshire Hathaway$11,872,564$107,879 ▼-0.9%26,1932.9%FinanceRSPInvesco S&P 500 Equal Weight ETF$10,549,390$1,343,491 ▲14.6%60,2032.6%ETFVTVVanguard Value ETF$9,547,216$312,699 ▲3.4%56,3922.3%ETFVYMVanguard High Dividend Yield ETF$9,211,377$599,164 ▲7.0%72,1952.3%ETFAMZNAmazon.com$8,877,253$989,677 ▲12.5%40,4632.2%Retail/WholesaleWMTWalmart$8,626,401$65,775 ▲0.8%95,4782.1%Retail/WholesaleGOOGLAlphabet$7,653,233$172,264 ▲2.3%40,4291.9%Computer and TechnologyPFEPfizer$7,576,078$701,266 ▲10.2%285,5671.9%MedicalPWRQuanta Services$7,422,312$168,768 ▼-2.2%23,4851.8%ConstructionVIGVanguard Dividend Appreciation ETF$7,330,211$99,872 ▲1.4%37,4321.8%ETFPEPPepsiCo$7,100,173$772,165 ▲12.2%46,6931.7%Consumer StaplesVGTVanguard Information Technology ETF$6,280,199$622 ▲0.0%10,1001.5%ETFDVYiShares Select Dividend ETF$5,944,822$139,824 ▲2.4%45,2801.5%ETFMRKMerck & Co., Inc.$5,601,436$841,703 ▲17.7%56,3071.4%MedicalIVViShares Core S&P 500 ETF$4,790,491$11,773 ▼-0.2%8,1381.2%ETFABBVAbbVie$4,673,832$37,672 ▼-0.8%26,3021.1%MedicalJPMJPMorgan Chase & Co.$4,650,440$506,035 ▲12.2%19,4001.1%FinanceHDHome Depot$4,158,881$408,069 ▲10.9%10,6911.0%Retail/WholesalePHOInvesco Water Resources ETF$3,963,565$22,895 ▲0.6%60,2461.0%ETFUNHUnitedHealth Group$3,906,757$101,172 ▼-2.5%7,7231.0%MedicalJNJJohnson & Johnson$3,864,229$199,575 ▼-4.9%26,7200.9%MedicalMARMarriott International$3,821,762$88,703 ▼-2.3%13,7010.9%Consumer DiscretionaryBACBank of America$3,810,483$379,422 ▲11.1%86,7000.9%FinanceVUGVanguard Growth ETF$3,631,075$432,183 ▼-10.6%8,8470.9%ETFSPYSPDR S&P 500 ETF Trust$3,395,9270.0%5,7940.8%FinanceVVisa$3,382,576$126,100 ▲3.9%10,7030.8%Business ServicesFIWFirst Trust Water ETF$3,358,057$13,266 ▼-0.4%32,9060.8%ETFSPYVSPDR Portfolio S&P 500 Value ETF$3,295,845$68,169 ▲2.1%64,4480.8%ETFAVGOBroadcom$3,274,459$204,016 ▲6.6%14,1240.8%Computer and TechnologyMCDMcDonald's$3,176,377$2,609 ▼-0.1%10,9570.8%Retail/WholesalePULSPGIM Ultra Short Bond ETF$2,877,864$129,276 ▲4.7%58,0800.7%ETFQQQInvesco QQQ$2,858,847$17,893 ▼-0.6%5,5920.7%FinanceVHTVanguard Health Care ETF$2,852,998$13,699 ▼-0.5%11,2460.7%ETFVZVerizon Communications$2,788,770$43,469 ▼-1.5%69,7370.7%Computer and TechnologyWMWaste Management$2,634,508$6,457 ▼-0.2%13,0560.6%Business ServicesPNCThe PNC Financial Services Group$2,581,278$35,098 ▼-1.3%13,3850.6%FinanceXOMExxon Mobil$2,530,605$21,514 ▲0.9%23,5250.6%Oils/EnergyKOCoca-Cola$2,437,854$156,771 ▼-6.0%39,1560.6%Consumer StaplesLYVLive Nation Entertainment$2,409,607$73,945 ▼-3.0%18,6070.6%Consumer DiscretionaryPGProcter & Gamble$2,382,638$124,228 ▲5.5%14,2120.6%Consumer StaplesKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$2,374,963$55,180 ▲2.4%47,3010.6%ETFHONHoneywell International$2,317,089$33,660 ▼-1.4%10,2570.6%Multi-Sector ConglomeratesCVXChevron$2,306,631$30,127 ▼-1.3%15,9250.6%Oils/EnergySPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$2,257,219$3,072 ▼-0.1%31,6000.6%ETFVPUVanguard Utilities ETF$2,197,509$136,619 ▲6.6%13,4470.5%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,174,6020.0%24,7390.5%ETFAXPAmerican Express$2,145,900$48,676 ▼-2.2%7,2300.5%FinanceBABoeing$2,112,730$236,301 ▲12.6%11,9360.5%AerospaceVOOVanguard S&P 500 ETF$2,067,499$119,621 ▲6.1%3,8370.5%ETFVFHVanguard Financials ETF$2,034,835$5,313 ▲0.3%17,2340.5%ETFCHENIERE ENERGY INC$2,007,960$635,371 ▲46.3%9,3450.5%COM NEWCRMSalesforce$1,962,323$322,652 ▲19.7%5,8690.5%Computer and TechnologyPMPhilip Morris International$1,948,3460.0%16,1890.5%Consumer StaplesPEGPublic Service Enterprise Group$1,943,149$67,084 ▲3.6%22,9990.5%UtilitiesSPLGSPDR Portfolio S&P 500 ETF$1,935,835$11,582 ▼-0.6%28,0800.5%ETFSCHDSchwab US Dividend Equity ETF$1,826,595$1,194,681 ▲189.1%66,8590.4%ETFAMDAdvanced Micro Devices$1,818,856$274,918 ▲17.8%15,0580.4%Computer and TechnologyABTAbbott Laboratories$1,807,162$6,787 ▲0.4%15,9770.4%MedicalDISWalt Disney$1,795,912$66,029 ▼-3.5%16,1290.4%Consumer DiscretionaryMDLZMondelez International$1,701,795$97,302 ▲6.1%28,4910.4%Consumer StaplesIWFiShares Russell 1000 Growth ETF$1,648,486$99,592 ▼-5.7%4,1050.4%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$1,600,148$18,047 ▲1.1%19,7720.4%ManufacturingNKENIKE$1,539,195$459,163 ▲42.5%20,3410.4%Consumer DiscretionaryLLYEli Lilly and Company$1,494,713$325,810 ▲27.9%1,9360.4%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$1,458,308$2,979 ▼-0.2%3,4270.4%FinanceFTGCFirst Trust Global Tactical Commodity Strategy Fund$1,368,475$111,633 ▼-7.5%57,1870.3%ManufacturingXLKTechnology Select Sector SPDR Fund$1,360,896$2,790 ▼-0.2%5,8530.3%ETFADSKAutodesk$1,353,1190.0%4,5780.3%Computer and TechnologyEWJiShares MSCI Japan ETF$1,258,329$149,029 ▼-10.6%18,7530.3%ETFQUALiShares MSCI USA Quality Factor ETF$1,189,218$33,301 ▼-2.7%6,6780.3%ETFGSThe Goldman Sachs Group$1,145,813$514,786 ▲81.6%2,0010.3%FinanceCSXCSX$1,142,659$58,764 ▼-4.9%35,4090.3%TransportationSDYSPDR S&P Dividend ETF$1,131,5030.0%8,5660.3%ETFITAiShares U.S. Aerospace & Defense ETF$1,106,114$107,995 ▼-8.9%7,6100.3%ETFGOOGAlphabet$1,081,992$35,609 ▼-3.2%5,6820.3%Computer and TechnologyBMYBristol-Myers Squibb$1,042,984$2,432 ▼-0.2%18,4400.3%MedicalNFLXNetflix$1,033,040$42,783 ▲4.3%1,1590.3%Consumer DiscretionaryCMCSAComcast$1,030,494$19,703 ▼-1.9%27,4580.3%Consumer DiscretionarySPYDSPDR Portfolio S&P 500 High Dividend ETF$970,824$238,728 ▲32.6%22,4520.2%ETFNEENextEra Energy$942,947$8,101 ▲0.9%13,1530.2%UtilitiesSTZConstellation Brands$901,459$273,819 ▲43.6%4,0790.2%Consumer StaplesPRUPrudential Financial$871,196$11,616 ▼-1.3%7,3500.2%FinanceMSMorgan Stanley$864,199$406,327 ▲88.7%6,8740.2%FinanceRTXRTX$859,940$2,083 ▲0.2%7,4310.2%AerospaceAMLPAlerian MLP ETF$850,891$28,607 ▲3.5%17,6680.2%ETFVXUSVanguard Total International Stock ETF$844,555$54,508 ▼-6.1%14,3320.2%ETFINDAiShares MSCI India ETF$834,011$47,059 ▼-5.3%15,8440.2%ETFADBEAdobe$820,879$820,879 ▲New Holding1,8460.2%Computer and TechnologyLMTLockheed Martin$820,1340.0%1,6880.2%AerospaceULUnilever$817,274$13,381 ▲1.7%14,4140.2%Consumer StaplesVNQVanguard Real Estate ETF$814,308$18,975 ▼-2.3%9,1410.2%ETFVGSHVanguard Short-Term Treasury Index ETF$758,604$59,052 ▼-7.2%13,0390.2%ETFDGROiShares Core Dividend Growth ETF$737,340$11,715 ▼-1.6%12,0210.2%ETFMGVVanguard Mega Cap Value ETF$714,860$30,853 ▲4.5%5,7230.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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