$207 Million is the total value of Raab & Moskowitz Asset Management LLC's 143 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 9.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Buy | VANGUARD TOTAL STOCK MARKET INDEX FUNDtotal stk mkt | $10,858,000 | +10.3% | 82,053 | +4.0% | 5.24% | +6.9% |
| JNJ | Sell | JOHNSON & JOHNSON COM | $6,009,000 | +2.1% | 43,108 | -2.6% | 2.90% | -1.1% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWcl b new | $5,911,000 | +3.8% | 31,625 | -2.1% | 2.85% | +0.6% |
| BA | Sell | BOEING CO COM | $5,839,000 | +6.6% | 22,634 | -3.7% | 2.82% | +3.4% |
| PFE | Sell | PFIZER INC COM | $5,175,000 | +3.0% | 147,626 | -1.8% | 2.50% | -0.1% |
| AAPL | Sell | APPLE INC COM | $5,040,000 | +3.7% | 29,818 | -4.7% | 2.43% | +0.6% |
| PEP | Sell | PEPSICO INC COM | $4,530,000 | -9.5% | 41,098 | -4.5% | 2.19% | -12.3% |
| PHO | Buy | POWERSHARES WATER RESOURCES PORTFOLIOwater res port | $4,490,000 | +12.8% | 153,506 | +3.0% | 2.17% | +9.4% |
| VXUS | Buy | VANGUARD TOTAL INTERNATIONAL STOCK ETFvg tl intl stk f | $4,490,000 | +27.0% | 80,415 | +20.3% | 2.17% | +23.1% |
| VIG | Buy | VANGUARD DIVIDEND APPRECIATION INDEX FUNDdiv app etf | $4,269,000 | +4.8% | 44,114 | +0.2% | 2.06% | +1.6% |
| IVV | Buy | ISHARES CORE S&P 500 ETFcore s&p500 etf | $3,859,000 | +12.1% | 14,911 | +6.3% | 1.86% | +8.6% |
| XOM | Sell | EXXON MOBIL CORP COM | $3,858,000 | +3.4% | 46,296 | -2.0% | 1.86% | +0.3% |
| CVX | Sell | CHEVRON CORP NEW COM | $3,782,000 | +2.5% | 32,643 | -2.6% | 1.82% | -0.7% |
| IDV | Buy | ISHARES INTERNATIONAL SELECT DIVIDEND ETFintl sel div etf | $3,464,000 | +11.7% | 103,455 | +10.2% | 1.67% | +8.2% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO COM | $3,281,000 | +9.9% | 53,220 | +0.9% | 1.58% | +6.5% |
| VZ | Sell | VERIZON COMMUNICATIONS INC COM | $3,244,000 | -0.9% | 67,782 | -0.6% | 1.56% | -3.9% |
| PNC | Sell | PNC FINL SVCS GROUP INC COM | $3,080,000 | +4.1% | 22,522 | -1.8% | 1.49% | +0.9% |
| GE | Sell | GENERAL ELECTRIC CO COM | $3,022,000 | -29.5% | 149,903 | -11.5% | 1.46% | -31.6% |
| VNQ | Buy | VANGUARD REIT ETFreit etf | $2,923,000 | +2.3% | 35,559 | +2.8% | 1.41% | -0.8% |
| MRK | Sell | MERCK & CO INC COM | $2,917,000 | -15.1% | 52,960 | -4.2% | 1.41% | -17.7% |
| T | Buy | AT&T INC COM | $2,820,000 | -7.1% | 83,804 | +5.4% | 1.36% | -9.9% |
| COST | Buy | COSTCO WHSL CORP NEW COM | $2,598,000 | +5.8% | 16,131 | +2.9% | 1.25% | +2.6% |
| TJX | Buy | TJX COS INC NEW COM | $2,581,000 | +1.7% | 36,989 | +2.4% | 1.24% | -1.4% |
| GOOGL | Sell | ALPHABET INC CAP STK CL Acap stk cl a | $2,573,000 | +11.3% | 2,491 | -0.5% | 1.24% | +7.8% |
| VGK | Buy | VANGUARD FTSE EUROPE ETFftse europe etf | $2,557,000 | +94.7% | 43,649 | +86.1% | 1.23% | +89.0% |
| PG | Sell | PROCTER AND GAMBLE CO COM | $2,508,000 | -8.9% | 29,055 | -3.2% | 1.21% | -11.7% |
| MKC | Sell | MCCORMICK & CO INC COM NON VTG | $2,430,000 | -1.3% | 24,418 | -5.6% | 1.17% | -4.3% |
| VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFftse dev mkt etf | $2,292,000 | +531.4% | 51,895 | +497.4% | 1.11% | +511.0% |
| INTC | Sell | INTEL CORP COM | $2,277,000 | +24.1% | 50,069 | -1.4% | 1.10% | +20.4% |
| DIS | Sell | DISNEY WALT CO COM DISNEY | $2,272,000 | -6.1% | 23,231 | -2.7% | 1.10% | -9.0% |
| RDSB | Sell | ROYAL DUTCH SHELL PLC SPON ADR Bspon adr b | $2,220,000 | +10.2% | 33,969 | -2.8% | 1.07% | +6.8% |
| HRS | Sell | HARRIS CORP DEL COM | $2,144,000 | +11.6% | 15,393 | -5.3% | 1.03% | +8.0% |
| CVS | Sell | CVS HEALTH CORP COM | $2,054,000 | -26.6% | 29,984 | -15.2% | 0.99% | -28.8% |
| PRU | Sell | PRUDENTIAL FINL INC COM | $2,045,000 | -0.1% | 18,517 | -4.1% | 0.99% | -3.1% |
| EWG | Sell | ISHARES MSCI GERMANY ETFmsci germany etf | $1,935,000 | +8.6% | 58,538 | -0.8% | 0.93% | +5.3% |
| MSFT | Buy | MICROSOFT CORP COM | $1,891,000 | +16.5% | 22,741 | +0.0% | 0.91% | +12.9% |
| WM | Sell | WASTE MGMT INC DEL COM | $1,810,000 | +7.8% | 22,030 | -1.9% | 0.87% | +4.4% |
| HON | Sell | HONEYWELL INTL INC COM | $1,804,000 | +1.5% | 12,518 | -3.4% | 0.87% | -1.6% |
| HD | Buy | HOME DEPOT INC COM | $1,796,000 | +34.2% | 10,837 | +24.6% | 0.87% | +30.2% |
| SBUX | Sell | STARBUCKS CORP COM | $1,792,000 | +0.2% | 32,688 | -3.0% | 0.86% | -2.8% |
| VGT | Sell | VANGUARD INFORMATION TECHNOLOGY INDEX FUNDinf tech etf | $1,741,000 | +12.4% | 10,667 | -0.3% | 0.84% | +8.9% |
| PM | Buy | PHILIP MORRIS INTL INC COM | $1,715,000 | -4.8% | 16,397 | +3.9% | 0.83% | -7.8% |
| UL | Sell | UNILEVER PLC SPON ADR NEWspon adr new | $1,703,000 | -13.1% | 30,064 | -13.1% | 0.82% | -15.7% |
| UPS | Sell | UNITED PARCEL SERVICE INC CL Bcl b | $1,698,000 | +0.4% | 14,448 | -5.3% | 0.82% | -2.7% |
| SPY | Sell | SPDR S&P 500 ETFtr unit | $1,670,000 | -2.6% | 6,495 | -7.6% | 0.81% | -5.5% |
| NKE | Sell | NIKE INC CL Bcl b | $1,668,000 | -23.3% | 30,340 | -17.7% | 0.80% | -25.7% |
| AMZN | Sell | AMAZON COM INC COM | $1,665,000 | +13.2% | 1,507 | -2.0% | 0.80% | +9.7% |
| JPM | Buy | JPMORGAN CHASE & CO COM | $1,659,000 | +9.6% | 16,491 | +0.5% | 0.80% | +6.2% |
| WY | Sell | WEYERHAEUSER CO COM | $1,548,000 | +7.3% | 43,112 | -4.1% | 0.75% | +4.0% |
| BAC | Buy | BANK AMER CORP COM | $1,486,000 | +19.0% | 54,268 | +4.7% | 0.72% | +15.3% |
| AXP | Sell | AMERICAN EXPRESS CO COM | $1,453,000 | -3.9% | 15,221 | -14.9% | 0.70% | -6.9% |
| UTX | Sell | UNITED TECHNOLOGIES CORP COM | $1,450,000 | -7.1% | 12,108 | -9.4% | 0.70% | -9.8% |
| LMT | Sell | LOCKHEED MARTIN CORP COM | $1,389,000 | -4.5% | 4,508 | -6.0% | 0.67% | -7.5% |
| VCSH | Buy | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDshrt trm corp bd | $1,378,000 | +51.3% | 17,224 | +51.3% | 0.66% | +46.8% |
| VUG | Sell | VANGUARD GROWTH INDEX FUNDgrowth etf | $1,345,000 | +4.8% | 9,854 | -1.6% | 0.65% | +1.6% |
| VHT | Sell | VANGUARD HEALTH CARE INDEX FUNDhealth car etf | $1,292,000 | -2.3% | 8,554 | -6.4% | 0.62% | -5.3% |
| ABT | Sell | ABBOTT LABS COM | $1,187,000 | +3.4% | 21,900 | -8.4% | 0.57% | +0.4% |
| MDLZ | Sell | MONDELEZ INTL INC CL Acl a | $1,168,000 | -7.9% | 28,203 | -3.8% | 0.56% | -10.6% |
| MO | Buy | ALTRIA GROUP INC COM | $1,128,000 | +15.2% | 17,567 | +16.2% | 0.54% | +11.7% |
| IWM | Sell | ISHARES RUSSELL 2000 ETFrussell 2000 etf | $1,093,000 | -2.6% | 7,325 | -11.1% | 0.53% | -5.6% |
| VGSH | Buy | VANGUARD SHORT-TERM GOVERNMENT BOND ETFshtrm gvt bd etf | $1,077,000 | +162.7% | 17,776 | +163.5% | 0.52% | +154.9% |
| SNY | Sell | SANOFI SPONSORED ADRsponsored adr | $1,070,000 | -3.1% | 22,639 | -2.8% | 0.52% | -6.0% |
| GILD | Sell | GILEAD SCIENCES INC COM | $1,040,000 | -1.0% | 13,881 | -4.0% | 0.50% | -4.0% |
| AMLP | Sell | ALERIAN MLP ETFalerian mlp | $1,041,000 | -10.0% | 97,147 | -6.4% | 0.50% | -12.8% |
| CSX | Sell | CSX CORP COM | $1,031,000 | -7.7% | 20,447 | -8.8% | 0.50% | -10.6% |
| CRM | Sell | SALESFORCE COM INC COM | $1,030,000 | +10.5% | 10,070 | -5.4% | 0.50% | +7.1% |
| VFH | Buy | VANGUARD FINANCIALS INDEX FUNDfinancials etf | $1,026,000 | +35.9% | 15,321 | +27.1% | 0.50% | +31.6% |
| WFC | Sell | WELLS FARGO CO NEW COM | $980,000 | -29.4% | 17,458 | -34.7% | 0.47% | -31.5% |
| TD | Sell | TORONTO DOMINION BK ONT COM NEW | $947,000 | +7.6% | 16,668 | -5.3% | 0.46% | +4.3% |
| ABBV | Sell | ABBVIE INC COM | $925,000 | +20.0% | 10,253 | -6.4% | 0.45% | +16.1% |
| FB | Buy | FACEBOOK INC CL Acl a | $922,000 | +10.0% | 5,124 | +2.3% | 0.44% | +6.7% |
| VTV | Buy | VANGUARD VALUE INDEX FUNDvalue etf | $911,000 | +37.4% | 8,969 | +31.4% | 0.44% | +33.3% |
| ACN | Sell | ACCENTURE PLC IRELAND SHS CLASS A | $895,000 | +5.9% | 6,290 | -4.6% | 0.43% | +2.6% |
| VDE | Sell | VANGUARD ENERGY INDEX FUNDenergy etf | $890,000 | -2.8% | 9,615 | -8.3% | 0.43% | -5.9% |
| V | VISA INC COM CL A | $816,000 | +10.4% | 7,428 | 0.0% | 0.39% | +7.1% | |
| VOD | Sell | VODAFONE GROUP PLC NEW SPONSORED ADRsponsored adr | $800,000 | -5.8% | 27,627 | -4.7% | 0.39% | -8.7% |
| NEE | Sell | NEXTERA ENERGY INC COM | $784,000 | -4.5% | 5,057 | -9.1% | 0.38% | -7.6% |
| VOO | Sell | VANGUARD S&P 500 ETF | $780,000 | -2.3% | 3,306 | -7.3% | 0.38% | -5.3% |
| CELG | Sell | CELGENE CORP COM | $732,000 | -27.0% | 7,259 | -5.7% | 0.35% | -29.3% |
| MMM | Buy | 3M CO COM | $687,000 | +13.0% | 2,987 | +1.3% | 0.33% | +9.2% |
| BPL | Sell | BUCKEYE PARTNERS L P UNIT LTD PARTNunit ltd partn | $672,000 | -22.0% | 12,664 | -14.1% | 0.32% | -24.5% |
| WYND | Sell | WYNDHAM WORLDWIDE CORP COM | $669,000 | -4.3% | 6,267 | -12.5% | 0.32% | -7.2% |
| ESRX | Sell | EXPRESS SCRIPTS HLDG CO COM | $664,000 | -13.2% | 10,843 | -14.6% | 0.32% | -16.0% |
| MPW | Sell | MEDICAL PPTYS TRUST INC COM | $663,000 | -9.8% | 50,185 | -15.1% | 0.32% | -12.6% |
| VB | Sell | VANGUARD SMALL-CAP INDEX FUNDsmall cp etf | $648,000 | -9.7% | 4,519 | -16.5% | 0.31% | -12.3% |
| VO | Sell | VANGUARD MID-CAP INDEX FUNDmid cap etf | $643,000 | -0.9% | 4,312 | -5.9% | 0.31% | -4.0% |
| VCIT | Buy | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFint-term corp | $623,000 | +2.5% | 7,092 | +2.3% | 0.30% | -0.7% |
| CMCSA | Buy | COMCAST CORP NEW CL Acl a | $562,000 | -10.5% | 15,608 | +1.1% | 0.27% | -13.4% |
| WMT | Sell | WAL-MART STORES INC COM | $562,000 | +6.6% | 6,442 | -1.5% | 0.27% | +3.4% |
| BABA | Sell | ALIBABA GROUP HLDG LTD SPONSORED ADSsponsored ads | $551,000 | +15.8% | 2,981 | -5.1% | 0.27% | +12.2% |
| TIF | Sell | TIFFANY & CO NEW COM | $538,000 | -20.2% | 5,750 | -23.8% | 0.26% | -22.4% |
| MCD | Buy | MCDONALDS CORP COM | $533,000 | +8.8% | 3,195 | +2.0% | 0.26% | +5.3% |
| VPU | VANGUARD UTILITIES INDEX FUNDutilities etf | $530,000 | +2.3% | 4,369 | 0.0% | 0.26% | -0.8% | |
| QQQ | POWERSHARES QQQ TRUST, SERIES 1unit ser 1 | $531,000 | +7.9% | 3,495 | 0.0% | 0.26% | +4.5% | |
| IEV | Sell | ISHARES EUROPE ETFeurope etf | $529,000 | +3.9% | 11,233 | -0.9% | 0.26% | +0.8% |
| XLF | Sell | FINANCIAL SELECT SECTOR SPDR FUNDsbi int-finl | $529,000 | +7.1% | 19,902 | -0.1% | 0.26% | +3.7% |
| XLK | Sell | TECHNOLOGY SELECT SECTOR SPDR FUNDtechnology | $527,000 | +7.1% | 8,386 | -3.5% | 0.25% | +3.7% |
| KRE | Sell | SPDR S&P REGIONAL BANKING ETFs&p regl bkg | $524,000 | +1.9% | 9,191 | -5.9% | 0.25% | -1.2% |
| BKLN | POWERSHARES SENIOR LOAN PORTFOLIOsenior ln port | $523,000 | -0.2% | 22,656 | 0.0% | 0.25% | -3.4% | |
| FDX | Sell | FEDEX CORP COM | $507,000 | +2.4% | 2,247 | -7.7% | 0.24% | -0.4% |
| IHE | ISHARES U.S. PHARMACEUTICALS ETFu.s. pharma etf | $501,000 | +2.0% | 3,328 | 0.0% | 0.24% | -0.8% | |
| GS | Buy | GOLDMAN SACHS GROUP INC COM | $476,000 | +138.0% | 1,966 | +121.6% | 0.23% | +130.0% |
| IGSB | Sell | ISHARES 1-3 YEAR CREDIT BOND ETF1 3 yr cr bd etf | $468,000 | -5.3% | 4,449 | -5.3% | 0.23% | -8.1% |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $464,000 | +1.5% | 7,020 | 0.0% | 0.22% | -1.3% | |
| DVY | Buy | ISHARES SELECT DIVIDEND ETFselect divid etf | $461,000 | +15.2% | 4,867 | +11.4% | 0.22% | +11.6% |
| GOOG | Sell | ALPHABET INC CAP STK CL Ccap stk cl c | $454,000 | +10.5% | 447 | -1.5% | 0.22% | +6.8% |
| VDC | Sell | VANGUARD CONSUMER STAPLES INDEX FUNDconsum stp etf | $446,000 | -29.1% | 3,270 | -26.8% | 0.22% | -31.3% |
| IVZ | Sell | INVESCO LTD SHS | $445,000 | -39.2% | 12,438 | -43.0% | 0.22% | -40.9% |
| IXG | New | ISHARES GLOBAL FINANCIALS ETFglobal finls etf | $437,000 | – | 6,463 | +100.0% | 0.21% | – |
| IWF | ISHARES RUSSELL 1000 GROWTH ETFrus 1000 grw etf | $421,000 | +7.9% | 3,246 | 0.0% | 0.20% | +4.6% | |
| DUK | Sell | DUKE ENERGY CORP NEW COM NEW | $415,000 | +1.5% | 4,703 | -0.8% | 0.20% | -2.0% |
| XLV | HEALTH CARE SELECT SECTOR SPDR FUNDsbi healthcare | $400,000 | +3.6% | 4,936 | 0.0% | 0.19% | +0.5% | |
| UN | Sell | UNILEVER N V N Y SHS NEW | $398,000 | -2.5% | 6,870 | -2.4% | 0.19% | -5.4% |
| IP | Sell | INTL PAPER CO COM | $387,000 | +4.0% | 6,770 | -5.2% | 0.19% | +1.1% |
| UNP | UNION PAC CORP COM | $385,000 | +12.9% | 3,329 | 0.0% | 0.19% | +9.4% | |
| SLB | Sell | SCHLUMBERGER LTD COM | $333,000 | -14.4% | 5,216 | -13.7% | 0.16% | -17.0% |
| IBB | Sell | ISHARES NASDAQ BIOTECHNOLOGY INDEX FUNDnasdaq biotech | $330,000 | -2.9% | 1,051 | -6.0% | 0.16% | -5.9% |
| BUD | Sell | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRsponsored adr | $327,000 | -32.4% | 2,664 | -36.2% | 0.16% | -34.4% |
| BSV | VANGUARD SHORT-TERM BOND INDEX FUNDshort trm bond | $326,000 | -0.3% | 4,092 | 0.0% | 0.16% | -3.7% | |
| KHC | Buy | KRAFT HEINZ CO COM | $294,000 | -9.5% | 3,814 | +0.6% | 0.14% | -12.3% |
| XLB | Sell | MATERIALS SELECT SECTOR SPDR FUNDsbi materials | $284,000 | +3.6% | 4,830 | -5.6% | 0.14% | +0.7% |
| NSC | Sell | NORFOLK SOUTHERN CORP COM | $279,000 | +4.1% | 2,130 | -8.3% | 0.14% | +1.5% |
| EPP | ISHARES MSCI PACIFIC EX JAPAN ETFmsci pac jp etf | $277,000 | +2.2% | 5,932 | 0.0% | 0.13% | -0.7% | |
| VEU | Buy | VANGUARD FTSE ALL-WORLD EX US INDEX FUNDallwrld ex us | $256,000 | +22.5% | 4,771 | +15.9% | 0.12% | +19.2% |
| VRIG | New | POWERSHARES VARIABLE RATE INVESTMENT GRADE PORTFOLIOvar rat inv gr | $253,000 | – | 10,047 | +100.0% | 0.12% | – |
| STZ | CONSTELLATION BRANDS INC CL Acl a | $251,000 | +12.6% | 1,147 | 0.0% | 0.12% | +9.0% | |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $251,000 | +8.2% | 5,106 | 0.0% | 0.12% | +5.2% | |
| F | Sell | FORD MTR CO DEL COM PAR $0.01 | $244,000 | -20.5% | 19,925 | -30.1% | 0.12% | -22.9% |
| WWW | Sell | WOLVERINE WORLD WIDE INC COM | $232,000 | -17.4% | 8,515 | -21.4% | 0.11% | -20.0% |
| ED | CONSOLIDATED EDISON INC COM | $224,000 | +2.8% | 2,611 | 0.0% | 0.11% | 0.0% | |
| XLE | New | ENERGY SELECT SECTOR SPDR FUNDenergy | $223,000 | – | 3,292 | +100.0% | 0.11% | – |
| C | CITIGROUP INC COM NEW | $221,000 | +9.4% | 3,017 | 0.0% | 0.11% | +5.9% | |
| BIV | VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDintermed term | $222,000 | -0.9% | 2,637 | 0.0% | 0.11% | -3.6% | |
| CSCO | New | CISCO SYS INC COM | $218,000 | – | 6,407 | +100.0% | 0.10% | – |
| COP | Sell | CONOCOPHILLIPS COM | $215,000 | -22.1% | 4,208 | -31.6% | 0.10% | -24.1% |
| IBM | New | INTERNATIONAL BUSINESS MACHS COM | $214,000 | – | 1,389 | +100.0% | 0.10% | – |
| TRCB | TWO RIV BANCORP COM | $212,000 | +11.0% | 10,947 | 0.0% | 0.10% | +7.4% | |
| QCOM | Sell | QUALCOMM INC COM | $209,000 | -13.6% | 4,115 | -11.1% | 0.10% | -15.8% |
| SHM | SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETFnuveen blmbrg sr | $207,000 | -1.0% | 4,285 | 0.0% | 0.10% | -3.8% | |
| DGRO | New | ISHARES CORE DIVIDEND GROWTH ETFcore div grwth | $205,000 | – | 6,192 | +100.0% | 0.10% | – |
| VCR | Sell | VANGUARD CONSUMER DISCRETIONARY INDEX FUNDconsum dis etf | $203,000 | -2.4% | 1,397 | -5.5% | 0.10% | -5.8% |
| PFF | ISHARES U.S. PREFERRED STOCK ETFs&p us pfd stk | $201,000 | -0.5% | 5,236 | 0.0% | 0.10% | -4.0% | |
| MA | New | MASTERCARD INCORPORATED CL Acl a | $200,000 | – | 1,349 | +100.0% | 0.10% | – |
| JWN | Exit | NORDSTROM INC COM | $0 | – | -4,502 | -100.0% | -0.10% | – |
| INDA | Exit | ISHARES MSCI INDIA INDEX FUNDmsci india etf | $0 | – | -6,400 | -100.0% | -0.10% | – |
| K | Exit | KELLOGG CO COM | $0 | – | -3,241 | -100.0% | -0.11% | – |
| GIS | Exit | GENERAL MLS INC COM | $0 | – | -4,831 | -100.0% | -0.14% | – |
| CMG | Exit | CHIPOTLE MEXICAN GRILL INC COM | $0 | – | -1,093 | -100.0% | -0.18% | – |
| DRI | Exit | DARDEN RESTAURANTS INC COM | $0 | – | -19,511 | -100.0% | -0.80% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-14
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.