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CIK: 0001616664
Total reported value
$497.3M
$497.3M
185 檔
17.2%
At the close of Q2 2025, Raab & Moskowitz Asset Management LLC disclosed equity holdings valued at approximately $497.3M, spread across 185 reported holdings.
In Q2 2025, Raab & Moskowitz Asset Management LLC adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.96% | +0.34% | +0.09% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 4.14% | +0.29% | -1.66% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.98% | +0.12% | -1.08% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.96% | -0.25% | -3.72% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.39% | -0.50% | -1.80% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.02% | -0.16% | -0.28% | |
| 7 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.98% | -0.52% | -1.63% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.49% | — | -2.88% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.32% | +0.03% | -2.58% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 2.28% | +0.03% | -3.52% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 2.13% | -0.46% | -2.40% | |
| 12 | PWR | Quanta Services Inc | Stock-Industrials | 2.08% | +0.47% | -0.44% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.07% | +0.03% | -0.38% | |
| 14 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.89% | +0.14% | +6.99% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.72% | -0.02% | -2.70% | |
| 16 | PFE | Pfizer Inc | Stock-Healthcare | 1.64% | -0.35% | -2.72% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.56% | +0.22% | -3.04% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.51% | +0.34% | -0.65% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.44% | -0.32% | -3.05% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.23% | — | -6.96% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 1.16% | +0.05% | +0.47% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | — | -2.62% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.09% | -0.07% | -1.06% | |
| 24 | PHO | Invesco Water Resources ETF | ETF-Other | 1.00% | -0.06% | -0.66% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 0.94% | +0.03% | -1.72% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.91% | -0.02% | -1.77% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.89% | -0.09% | -2.23% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.89% | +0.08% | -6.63% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.86% | +0.24% | -3.21% | |
| 30 | FIW | First Trust Water ETF | ETF-Other | 0.84% | -0.01% | +0.15% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.84% | +0.01% | -1.36% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.83% | +0.02% | -2.20% | |
| 33 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.80% | -0.08% | +9.35% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.74% | -0.16% | -1.59% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.73% | +0.11% | -0.13% | |
| 36 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.73% | -0.08% | -10.39% | |
| 37 | PM | Philip Morris International | Stock-Consumer Staples | 0.71% | -0.01% | +0.40% | |
| 38 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.70% | -0.17% | -1.25% | |
| 39 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.68% | -0.05% | -7.04% | |
| 40 | VHT | Vanguard Health Care ETF | ETF-Other | 0.66% | -0.01% | -0.13% | |
| 41 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.65% | -0.04% | -0.11% | |
| 42 | WM | Waste Management Inc | Stock-Industrials | 0.64% | -0.09% | -0.73% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.62% | -0.23% | -0.24% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.28% | +1.85% | |
| 45 | LNG | Cheniere Energy Inc | Stock-Energy | 0.59% | -0.10% | +0.37% | |
| 46 | VPU | Vanguard Utilities ETF | ETF-Other | 0.57% | -0.06% | -2.35% | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.56% | -0.06% | +30.90% | |
| 48 | HON | Honeywell International Inc | Stock-Industrials | 0.56% | -0.48% | EXIT | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.56% | -0.03% | -2.23% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | -0.04% | -2.96% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.7% | -3.72% | Trim |
| 2 | PWR | Quanta Services Inc | +0.6% | -0.44% | Trim |
| 3 | MGK | Vanguard Mega Cap Growth ETF | +0.4% | -1.66% | Trim |
| 4 | IGV | Ishares Expanded Tech-softwa | +0.3% | +206.29% | Add |
| 5 | AVGO | Broadcom Inc | +0.3% | -6.63% | Trim |
| 6 | MET | Metlife Inc | +0.2% | NEW | New buy |
| 7 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +0.09% | Add |
| 8 | VGT | Vanguard Info Tech ETF | +0.2% | -0.65% | Trim |
| 9 | VXUS | Vanguard Total Intl Stock | +0.2% | +80.09% | Add |
| 10 | AMZN | Amazon.com Inc | +0.2% | -0.38% | Trim |
| 11 | GIND | Goldman Sachs India Eqty ETF | +0.1% | NEW | New buy |
| 12 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | NEW | New buy |
| 13 | VIK | Viking Holdings Ltd | +0.1% | NEW | New buy |
| 14 | CRM | Salesforce Inc | +0.1% | +30.90% | Add |
| 15 | GLD | Spdr Gold Shares | +0.1% | NEW | New buy |
| 16 | STX | Seagate Technology Holdings plc | +0.1% | — | Unchanged |
| 17 | NFLX | Netflix Inc | +0.1% | -5.24% | Trim |
| 18 | EUFN | Ishares Msci Europe Financia | +0.1% | NEW | New buy |
| 19 | EPD | Enterprise Products Partners | +0.1% | NEW | New buy |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.04% | Trim |
| 21 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.13% | Trim |
| 22 | WMT | Walmart Inc | +0.1% | -2.40% | Trim |
| 23 | VUG | Vanguard Growth ETF | +0.1% | -3.21% | Trim |
| 24 | PM | Philip Morris International | +0.1% | +0.40% | Add |
| 25 | VOO | Vanguard S&p 500 ETF | +0.1% | +8.00% | Add |
| 26 | ASML | ASML Holding N.V. | +0.1% | +13.76% | Add |
| 27 | GS | Goldman Sachs Group Inc | +0.1% | -1.63% | Trim |
| 28 | JPM | Jpmorgan Chase & Co | +0.1% | -6.96% | Trim |
| 29 | BAC | Bank Of America CORP | +0.1% | -1.72% | Trim |
| 30 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +19.64% | Add |
| 31 | AXP | American Express Co | 0% | -3.55% | Trim |
| 32 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 33 | PULS | Pgim Ultra Short Bond ETF | 0% | +9.35% | Add |
| 34 | IVV | Ishares Core S&p 500 ETF | 0% | -2.62% | Trim |
| 35 | PHO | Invesco Water Resources ETF | 0% | -0.66% | Trim |
| 36 | DVY | Ishares Select Dividend ETF | 0% | +6.99% | Add |
| 37 | SCHW | Schwab (charles) CORP | -0.1% | -57.74% | Trim |
| 38 | COST | Costco Wholesale CORP | -0.1% | -1.80% | Trim |
| 39 | MCD | Mcdonald's CORP | -0.1% | -1.59% | Trim |
| 40 | CVX | Chevron CORP | -0.2% | -0.24% | Trim |
| 41 | ADBE | Adobe Inc | -0.2% | EXIT | Sold out |
| 42 | JNJ | Johnson & Johnson | -0.2% | -2.23% | Trim |
| 43 | ABBV | Abbvie Inc | -0.2% | +0.47% | Add |
| 44 | PRU | Prudential Financial Inc | -0.2% | -63.71% | Trim |
| 45 | PFE | Pfizer Inc | -0.2% | -2.72% | Trim |
| 46 | MRK | Merck & Co. Inc. | -0.2% | -1.06% | Trim |
| 47 | PEP | Pepsico Inc | -0.3% | -3.05% | Trim |
| 48 | UNH | Unitedhealth Group Inc | -0.4% | -3.00% | Trim |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -0.28% | Trim |
| 50 | AAPL | Apple Inc | -0.6% | -1.08% | 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 185 disclosed positions in Q2 2025.
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 VTI, MGK, AAPL) accounted for 17.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
MET
市值: $996.1K
Top Position Liquidated / Trimmed
ADBE
前期市值: $653.9K
During Q2 2025, Raab & Moskowitz Asset Management LLC's top holdings by market value included VTI (5.0%)、MGK (4.1%)、AAPL (4.0%). The largest single position, VTI, represented 5.0% of total portfolio value.
In Q2 2025, Raab & Moskowitz Asset Management LLC made 48 total portfolio adjustments, initiating 7 new buys, adding to 11 positions, trimming 29 holdings, and fully liquidating 1 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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