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CIK: 0001616664
Total reported value
$497.3M
$497.3M
172 檔
17.6%
In Q4 2024, Raab & Moskowitz Asset Management LLC's U.S. equity holdings reached a combined market value of $497.3M, distributed across 172 disclosed stock positions.
In Q4 2024, Raab & Moskowitz Asset Management LLC displayed an active expansion posture, initiating 5 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.26% | +0.12% | -2.76% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.73% | +0.34% | -1.24% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 4.35% | +0.29% | -1.64% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.71% | -0.25% | +5.24% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.40% | -0.50% | +5.28% | |
| 6 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.14% | -0.52% | +3.20% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.91% | -0.16% | -0.90% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.59% | — | +14.59% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 2.34% | +0.03% | +3.39% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.26% | +0.03% | +6.96% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.18% | +0.03% | +12.55% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 2.11% | -0.46% | +0.77% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.88% | +0.22% | +2.30% | |
| 14 | PFE | Pfizer Inc | Stock-Healthcare | 1.86% | -0.35% | +10.20% | |
| 15 | PWR | Quanta Services Inc | Stock-Industrials | 1.82% | +0.47% | -2.22% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.80% | -0.02% | +1.38% | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.74% | -0.32% | +12.20% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.54% | +0.34% | +0.01% | |
| 19 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.46% | +0.14% | +2.41% | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.37% | -0.07% | +17.68% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.17% | — | -0.25% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 1.15% | +0.05% | -0.80% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.14% | — | +12.21% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.02% | -0.02% | +10.88% | |
| 25 | PHO | Invesco Water Resources ETF | ETF-Other | 0.97% | -0.06% | +0.58% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.96% | +0.15% | -2.52% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.95% | -0.09% | -4.91% | |
| 28 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.94% | -0.08% | -2.27% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.93% | +0.03% | +11.06% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.89% | +0.24% | -10.64% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.83% | +0.02% | — | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.83% | +0.01% | +3.87% | |
| 33 | FIW | First Trust Water ETF | ETF-Other | 0.82% | -0.01% | -0.39% | |
| 34 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.81% | -0.05% | +2.11% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.80% | +0.08% | +6.64% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.78% | -0.16% | -0.08% | |
| 37 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.71% | -0.08% | +4.70% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.70% | +0.11% | -0.62% | |
| 39 | VHT | Vanguard Health Care ETF | ETF-Other | 0.70% | -0.01% | -0.48% | |
| 40 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.68% | -0.17% | -1.53% | |
| 41 | WM | Waste Management Inc | Stock-Industrials | 0.65% | -0.09% | -0.24% | |
| 42 | PNC | Pnc Financial Services Group | Stock-Financials | 0.63% | +0.01% | -1.34% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.62% | -0.28% | +0.86% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.60% | -0.03% | -6.04% | |
| 45 | LYV | Live Nation Entertainment In | Stock-Comm Services | 0.59% | -0.09% | -2.98% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.58% | -0.04% | +5.50% | |
| 47 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.58% | -0.04% | +2.38% | |
| 48 | HON | Honeywell International Inc | Stock-Industrials | 0.57% | -0.48% | EXIT | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.57% | -0.23% | -1.29% | |
| 50 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.55% | — | -0.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.5% | +12.55% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.30% | Add |
| 3 | JPM | Jpmorgan Chase & Co | +0.2% | +12.21% | Add |
| 4 | AVGO | Broadcom Inc | +0.2% | +6.64% | Add |
| 5 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +14.59% | Add |
| 6 | LNG | Cheniere Energy Inc | +0.2% | +46.29% | Add |
| 7 | ADBE | Adobe Inc | +0.2% | NEW | New buy |
| 8 | COST | Costco Wholesale CORP | +0.2% | +5.28% | Add |
| 9 | WMT | Walmart Inc | +0.2% | +0.77% | Add |
| 10 | BA 6 10-15-27Bond | Boeing Co/the | +0.2% | NEW | New buy |
| 11 | BAC | Bank Of America CORP | +0.2% | +11.06% | Add |
| 12 | SCHW | Schwab (charles) CORP | +0.2% | NEW | New buy |
| 13 | CRM | Salesforce Inc | +0.1% | +19.68% | Add |
| 14 | GS | Goldman Sachs Group Inc | +0.1% | +81.58% | Add |
| 15 | V | Visa Inc-class A Shares | +0.1% | +3.87% | Add |
| 16 | BA | Boeing Co/the | +0.1% | +12.59% | Add |
| 17 | MS | Morgan Stanley | +0.1% | +88.74% | Add |
| 18 | TJX | Tjx Companies Inc | +0.1% | +3.20% | Add |
| 19 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +6.96% | Add |
| 20 | AAPL | Apple Inc | +0.1% | -2.76% | Trim |
| 21 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | -1.64% | Trim |
| 22 | MAR | Marriott International -cl A | +0.1% | -2.27% | Trim |
| 23 | LYV | Live Nation Entertainment In | +0.1% | -2.98% | Trim |
| 24 | NKE | Nike Inc -cl B | +0.1% | +42.51% | Add |
| 25 | NFLX | Netflix Inc | +0.1% | +4.32% | Add |
| 26 | AGG | Ishares Core U.s. Aggregate | +0.1% | NEW | New buy |
| 27 | JETS | US Global Jets ETF | +0.1% | NEW | New buy |
| 28 | VGT | Vanguard Info Tech ETF | 0% | +0.01% | Add |
| 29 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | 0% | +32.61% | Add |
| 30 | HD | Home Depot Inc | 0% | +10.88% | Add |
| 31 | PWR | Quanta Services Inc | 0% | -2.22% | Trim |
| 32 | MSFT | Microsoft CORP | 0% | +5.24% | Add |
| 33 | CIBR | First Trust Nasdaq Cybersecu | -0.1% | EXIT | Sold out |
| 34 | EWJ | Ishares Msci Japan ETF | -0.1% | -10.59% | Trim |
| 35 | XOM | Exxon Mobil CORP | -0.1% | +0.86% | Add |
| 36 | FCX | Freeport-mcmoran Inc | -0.1% | EXIT | Sold out |
| 37 | AMD | Advanced Micro Devices | -0.1% | +17.81% | Add |
| 38 | MDLZ | Mondelez International Inc-a | -0.1% | +6.06% | Add |
| 39 | FIW | First Trust Water ETF | -0.1% | -0.39% | Trim |
| 40 | PHO | Invesco Water Resources ETF | -0.1% | +0.58% | Add |
| 41 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -1.24% | Trim |
| 42 | VHT | Vanguard Health Care ETF | -0.1% | -0.48% | Trim |
| 43 | VZ | Verizon Communications Inc | -0.1% | -1.53% | Trim |
| 44 | CVS | Cvs Health CORP | -0.2% | EXIT | Sold out |
| 45 | EWW | Ishares Msci Mexico ETF | -0.2% | -44.37% | Trim |
| 46 | KO | Coca-cola Co/the | -0.2% | -6.04% | Trim |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -0.90% | Trim |
| 48 | ABBV | Abbvie Inc | -0.2% | -0.80% | Trim |
| 49 | JNJ | Johnson & Johnson | -0.2% | -4.91% | Trim |
| 50 | UNH | Unitedhealth Group Inc | -0.2% | -2.52% | Trim |
According to official SEC Form 13F filings, Raab & Moskowitz Asset Management LLC reported a total U.S. public equity portfolio value of $497.3M across 172 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, VTI, MGK) accounted for 17.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
ADBE
市值: $820.9K
Top Position Liquidated / Trimmed
CVS
前期市值: $644.5K
During Q4 2024, Raab & Moskowitz Asset Management LLC's top holdings by market value included AAPL (5.3%)、VTI (4.7%)、MGK (4.3%). The largest single position, AAPL, represented 5.3% of total portfolio value.
In Q4 2024, Raab & Moskowitz Asset Management LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 26 positions, trimming 16 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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