$210 Million is the total value of Raab & Moskowitz Asset Management LLC's 169 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HSY | New | HERSHEY CO | $2,678,000 | – | 27,500 | +100.0% | 1.28% | – |
| PRU | New | PRUDENTIAL FINL INC | $1,629,000 | – | 18,352 | +100.0% | 0.78% | – |
| APD | New | AIR PRODUCTS & CHEMICALS INC | $1,158,000 | – | 9,000 | +100.0% | 0.55% | – |
| ADM | New | ARCHER DANIELS MIDLAND CO | $652,000 | – | 14,773 | +100.0% | 0.31% | – |
| TMK | New | TORCHMARK CORP | $553,000 | – | 6,750 | +100.0% | 0.26% | – |
| BP | New | BP PLC SPON ADRsponsored adr | $494,000 | – | 9,372 | +100.0% | 0.24% | – |
| GPC | New | GENUINE PARTS CO COM | $467,000 | – | 5,314 | +100.0% | 0.22% | – |
| GOOG | New | GOOGLE INC CL Ccl c | $465,000 | – | 808 | +100.0% | 0.22% | – |
| APU | New | AMERIGAS PARTNERS LP UNITS LTD PARTNERSHIP INTunit l p int | $331,000 | – | 7,292 | +100.0% | 0.16% | – |
| FIS | New | FIDELITY NATIONAL INFORMATION SVCS | $328,000 | – | 6,000 | +100.0% | 0.16% | – |
| ARII | New | AMERICAN RAILCAR INDS INC COM | $244,000 | – | 3,600 | +100.0% | 0.12% | – |
| SNDK | New | SANDISK CORP | $240,000 | – | 2,300 | +100.0% | 0.11% | – |
| CSCO | New | CISCO SYS INC | $219,000 | – | 8,826 | +100.0% | 0.10% | – |
| IYW | New | ISHARES DJ US TECHNOLOGYu.s. tech etf | $207,000 | – | 2,133 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2014-11-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 40 | Q3 2023 | 5.2% |
| APPLE INC COM | 40 | Q3 2023 | 6.0% |
| PFIZER INC COM | 40 | Q3 2023 | 3.3% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 40 | Q3 2023 | 3.2% |
| JOHNSON & JOHNSON COM | 40 | Q3 2023 | 3.0% |
| PEPSICO INC COM | 40 | Q3 2023 | 3.3% |
| VERIZON COMMUNICATIONS INC COM | 40 | Q3 2023 | 5.4% |
| MERCK & CO INC NEW COM | 40 | Q3 2023 | 2.9% |
| MICROSOFT CORP COM | 40 | Q3 2023 | 4.1% |
| COSTCO WHSL CORP NEW COM | 40 | Q3 2023 | 2.9% |
View Raab & Moskowitz Asset Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-07 |
View Raab & Moskowitz Asset Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.