Raab & Moskowitz Asset Management LLC

Raab & Moskowitz Asset Management LLC is an institution, managing $445.5M across 185 long positions as of Q3 2025 with 40% ETF concentration.

Top Holdings

Largest long holdings in Raab & Moskowitz Asset Management LLC's portfolio (34% of total portfolio)

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Total Stock Market VTI	ETF ETF	$22.3M	5.02%	-$153.9K Sold	— 68.1K shares	Q4 2013 Held for 11y 11m
2 Apple AAPL	Consumer Electronics Technology	$21.1M	4.73%	+$383.7K Bought	0.00% 82.8K shares	Q4 2013 Held for 11y 11m
3 Vanguard Mega Cap Growth MGK	ETF ETF	$19.0M	4.27%	-$96.2K Sold	— 47.3K shares	Q3 2018 Held for 7y 2m
4 Microsoft MSFT	Software - Infrastructure Technology	$17.1M	3.83%	-$234.1K Sold	0.00% 32.9K shares	Q4 2013 Held for 11y 11m
5 TJX Companies TJX	Apparel - Retail Consumer Cyclical	$14.4M	3.24%	-$235.9K Sold	0.01% 99.8K shares	Q4 2013 Held for 11y 11m
6 Costco Wholesale COST	Discount Stores Consumer Defensive	$13.1M	2.94%	-$215.7K Sold	0.00% 14.1K shares	Q4 2013 Held for 11y 11m
7 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$12.7M	2.85%	-$436.4K Sold	0.00% 25.2K shares	Q4 2019 Held for 5y 11m
8 Invesco S&P 500 Equal Weight ETF RSP	ETF ETF	$11.0M	2.48%	+$125.0K Bought	— 58.2K shares	Q4 2020 Held for 4y 11m
9 Vanguard High Dividend Yield VYM	ETF ETF	$10.8M	2.43%	+$495.7K Bought	— 76.7K shares	Q3 2018 Held for 7y 2m
10 Vanguard Value VTV	ETF ETF	$9.9M	2.22%	-$176.6K Sold	— 53.1K shares	Q1 2016 Held for 9y 8m

Portfolio activity, position movements, and quarter-over-quarter changes in Raab & Moskowitz Asset Management LLC's latest filing

Market Value

$445.5M

Prior: $418.1M

Q/Q Change

+6.55%

+$27.4M

Net Flows % of MV

-0.557%

Turnover Ratio

2.12%

New Purchases

4 stocks

$1.6M

Added To

54 stocks

+$6.0M

Sold Out Of

5 stocks

$1.3M

Reduced Holdings

105 stocks

-$8.8M

Position	Shares Δ	Change
1 IQLT iShares MSCI Intl Quality Factor IQLT	New	0 → 21.3K +$941.1K
2 Invesco S&P 500 Equal Weight Technology RSPT	New	0 → 5.0K +$224.8K
3 iShares iBonds Dec 2027 Term Treasury IBTH	New	0 → 9.2K +$207.6K
4 iShares Core MSCI Total International Stock IXUS	New	0 → 2.4K +$201.7K
5 iShares MSCI USA Min Vol Factor USMV	+87.69%	3.0K → 5.7K +$252.9K

Position	Shares Δ	Change
1 Kellanova K	Sold	4.1K → 0 −$322.3K
2 Accenture ACN	Sold	938.0 → 0 −$280.4K
3 CAVA Group CAVA	Sold	2.8K → 0 −$239.9K
4 Vanguard Consumer Discretionary ETF VCR	Sold	624.0 → 0 −$226.1K
5 Axis Capital Holders AXS	Sold	2.1K → 0 −$215.9K