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CIK: 0001616664
Total reported value
$497.3M
$497.3M
177 檔
16.0%
The Q1 2025 SEC filing reveals that Raab & Moskowitz Asset Management LLC held a total portfolio value of $497.3M, covering 177 public equity positions.
In Q1 2025, Raab & Moskowitz Asset Management LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.73% | +0.34% | +2.92% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.59% | +0.12% | -4.07% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 3.75% | +0.29% | -6.44% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.50% | -0.16% | -0.12% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.48% | -0.50% | -3.25% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.27% | -0.25% | -3.45% | |
| 7 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.16% | -0.52% | -2.63% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.58% | — | -1.62% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.44% | +0.03% | +4.01% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 2.43% | +0.03% | -0.67% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 2.07% | -0.46% | -1.82% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.90% | +0.03% | -1.94% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.88% | +0.14% | +23.00% | |
| 14 | PFE | Pfizer Inc | Stock-Healthcare | 1.86% | -0.35% | +2.27% | |
| 15 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.78% | -0.32% | +1.19% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.77% | -0.02% | -3.08% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.49% | +0.22% | -4.99% | |
| 18 | PWR | Quanta Services Inc | Stock-Industrials | 1.48% | +0.47% | -1.43% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 1.37% | +0.05% | -0.81% | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.32% | -0.07% | +4.17% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.31% | +0.34% | -4.86% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.18% | — | -1.18% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.10% | — | -4.34% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.05% | -0.09% | -6.03% | |
| 25 | PHO | Invesco Water Resources ETF | ETF-Other | 0.98% | -0.06% | +0.75% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.98% | +0.15% | -3.46% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.98% | -0.02% | -0.59% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.89% | +0.03% | -1.89% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.88% | +0.01% | -6.36% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.85% | -0.16% | -1.44% | |
| 31 | FIW | First Trust Water ETF | ETF-Other | 0.83% | -0.01% | -0.59% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.81% | +0.02% | -0.93% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.80% | +0.24% | -3.30% | |
| 34 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.78% | -0.17% | -1.58% | |
| 35 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.77% | -0.08% | +6.46% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.77% | -0.23% | +14.27% | |
| 37 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.75% | -0.05% | -8.95% | |
| 38 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.75% | -0.08% | -8.71% | |
| 39 | VHT | Vanguard Health Care ETF | ETF-Other | 0.74% | -0.01% | -1.12% | |
| 40 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.70% | -0.04% | +17.14% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.70% | -0.28% | -0.56% | |
| 42 | WM | Waste Management Inc | Stock-Industrials | 0.69% | -0.09% | -9.21% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.66% | +0.11% | -0.39% | |
| 44 | PM | Philip Morris International | Stock-Consumer Staples | 0.65% | -0.01% | +1.01% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.64% | -0.04% | +5.55% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.61% | +0.08% | +2.46% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.61% | -0.03% | -13.89% | |
| 48 | VPU | Vanguard Utilities ETF | ETF-Other | 0.59% | -0.06% | +2.39% | |
| 49 | LNG | Cheniere Energy Inc | Stock-Energy | 0.59% | -0.10% | +8.33% | |
| 50 | BA | Boeing Co/the | Stock-Industrials | 0.57% | -0.02% | +11.12% |
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 177 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, AAPL, MGK) accounted for 16.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
VTI
市值: $18.8M
During Q1 2025, Raab & Moskowitz Asset Management LLC's top holdings by market value included VTI (4.7%)、AAPL (4.6%)、MGK (3.8%). The largest single position, VTI, represented 4.7% of total portfolio value.
In Q1 2025, Raab & Moskowitz Asset Management LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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