$203 Million is the total value of Raab & Moskowitz Asset Management LLC's 159 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 13.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Sell | VANGUARD TOTAL STK MKTtotal stk mkt | $9,804,000 | -1.7% | 72,239 | -0.6% | 4.83% | +0.4% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWcl b new | $5,547,000 | -3.0% | 27,808 | -3.6% | 2.73% | -0.9% |
| BA | Sell | BOEING CO COM | $5,242,000 | -13.2% | 15,989 | -22.0% | 2.58% | -11.4% |
| PFE | Sell | PFIZER INC COM | $5,041,000 | -3.1% | 142,048 | -1.1% | 2.48% | -1.1% |
| JNJ | Sell | JOHNSON & JOHNSON COM | $4,788,000 | -15.1% | 37,369 | -7.5% | 2.36% | -13.4% |
| AAPL | Sell | APPLE INC | $4,718,000 | -2.4% | 28,122 | -1.6% | 2.32% | -0.3% |
| VXUS | Buy | VANGUARD TOTAL INTL STOCK IDEX ETFvg tl intl stk f | $4,459,000 | +6.8% | 78,868 | +7.3% | 2.20% | +9.0% |
| PHO | Sell | POWERSHARES GLOBAL WATER PORTFOLIO EXCHANGE-TRADED FDwater res port | $4,165,000 | -3.8% | 136,707 | -4.5% | 2.05% | -1.9% |
| VIG | Sell | VANGUARD DIVIDEND APPRECIATION ETFdiv app etf | $4,041,000 | -4.1% | 39,991 | -3.1% | 1.99% | -2.1% |
| PEP | Sell | PEPSICO INC COM | $3,994,000 | -16.0% | 36,592 | -7.7% | 1.97% | -14.3% |
| IVV | Sell | ISHARES S&P 500 INDEXcore s&p500 etf | $3,629,000 | -7.0% | 13,675 | -5.8% | 1.79% | -5.1% |
| VZ | Sell | VERIZON COMMUNICATIONS | $3,475,000 | -10.4% | 72,687 | -0.8% | 1.71% | -8.5% |
| CVX | Sell | CHEVRON CORP NEW COM | $3,428,000 | -12.0% | 30,061 | -3.4% | 1.69% | -10.2% |
| XOM | Buy | EXXON MOBIL CORP COM | $3,418,000 | -10.7% | 45,821 | +0.1% | 1.68% | -8.9% |
| IDV | Sell | ISHARES INTERNATIONAL SELECT DIVIDEND ETFintl sel div etf | $3,403,000 | -3.1% | 103,110 | -0.8% | 1.68% | -1.1% |
| PNC | Sell | PNC FINL SVCS GROUP INC COM | $3,367,000 | +3.8% | 22,264 | -1.0% | 1.66% | +5.9% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO COM | $3,356,000 | +4.4% | 53,064 | +1.2% | 1.65% | +6.6% |
| TJX | Buy | TJX COS INC NEW COM | $3,064,000 | +7.7% | 37,568 | +1.0% | 1.51% | +10.0% |
| COST | Sell | COSTCO WHOLESALE CORP | $2,944,000 | -0.2% | 15,629 | -1.5% | 1.45% | +1.8% |
| T | Buy | AT&T INC COM | $2,933,000 | -2.5% | 82,273 | +6.3% | 1.44% | -0.4% |
| MRK | Sell | MERCK & CO INC | $2,808,000 | -4.4% | 51,567 | -1.2% | 1.38% | -2.4% |
| VNQ | Sell | VANGUARD REIT INDEX ETFreal estate etf | $2,539,000 | -12.1% | 33,643 | -3.4% | 1.25% | -10.3% |
| VGK | Sell | VANGUARD EUROPEANftse europe etf | $2,533,000 | -2.5% | 43,571 | -0.8% | 1.25% | -0.5% |
| GOOGL | Sell | GOOGLE INCcap stk cl a | $2,478,000 | -4.6% | 2,390 | -3.1% | 1.22% | -2.6% |
| VEA | Sell | VANGUARD FTSE DEVELOPED MARKETS ETFftse dev mkt etf | $2,463,000 | -2.3% | 55,676 | -0.9% | 1.21% | -0.2% |
| SPDW | Buy | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFportfolio devlpd | $2,408,000 | +148.5% | 76,633 | +150.7% | 1.19% | +153.4% |
| INTC | Sell | INTEL CORP COM | $2,255,000 | +2.3% | 43,301 | -9.3% | 1.11% | +4.5% |
| AMZN | Buy | AMAZON.COM INC | $2,239,000 | +30.1% | 1,547 | +5.1% | 1.10% | +32.9% |
| BAC | Buy | BANK AMER CORP COM | $2,183,000 | +37.4% | 72,809 | +35.3% | 1.08% | +40.2% |
| RDSB | Sell | ROYAL DUTCH SHELL PLC SPON ADR Bspon adr b | $2,174,000 | -4.9% | 33,179 | -0.9% | 1.07% | -2.8% |
| MKC | Sell | MCCORMICK & CO INC COM NON VTG | $2,099,000 | -8.3% | 19,736 | -12.1% | 1.03% | -6.3% |
| DIS | Sell | DISNEY WALT CO COM DISNEY | $2,050,000 | -12.2% | 20,413 | -6.0% | 1.01% | -10.3% |
| MSFT | Sell | MICROSOFT | $2,042,000 | +6.2% | 22,376 | -0.5% | 1.01% | +8.4% |
| NKE | Sell | NIKE INC CLASS Bcl b | $1,921,000 | +6.0% | 28,916 | -0.2% | 0.95% | +8.2% |
| VGT | Buy | VANGUARD INFORMATION TECHNOLOGY INDEX FUNDinf tech etf | $1,907,000 | +6.1% | 11,153 | +2.1% | 0.94% | +8.3% |
| HRS | Sell | HARRIS CORP DEL COM | $1,863,000 | -1.2% | 11,554 | -13.2% | 0.92% | +1.0% |
| SBUX | Sell | STARBUCKS CORP | $1,856,000 | -0.9% | 32,069 | -1.7% | 0.91% | +1.1% |
| WM | Sell | WASTE MANAGEMENT INC | $1,833,000 | -3.3% | 21,793 | -0.8% | 0.90% | -1.2% |
| EWG | Sell | ISHARES INC MSCI GERMANY INDEX FDmsci germany etf | $1,820,000 | -5.5% | 56,805 | -2.6% | 0.90% | -3.6% |
| HD | Buy | HOME DEPOT | $1,795,000 | -5.1% | 10,074 | +0.9% | 0.88% | -3.2% |
| JPM | Buy | JPMORGAN CHASE & CO COM | $1,778,000 | +5.6% | 16,172 | +2.7% | 0.88% | +7.9% |
| PM | Buy | PHILIP MORRIS INTL INC | $1,673,000 | +0.7% | 16,841 | +7.0% | 0.82% | +2.7% |
| PRU | Sell | PRUDENTIAL FINL INC | $1,641,000 | -18.7% | 15,857 | -9.7% | 0.81% | -17.0% |
| HON | Sell | HONEYWELL INTL INC | $1,639,000 | -11.8% | 11,342 | -6.4% | 0.81% | -9.9% |
| PG | Sell | PROCTER AND GAMBLE CO COM | $1,589,000 | -39.0% | 20,044 | -29.3% | 0.78% | -37.7% |
| VFH | Buy | VANGUARD FINANCIALS INDEX FUNDfinancials etf | $1,545,000 | +40.3% | 22,254 | +41.5% | 0.76% | +43.3% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $1,513,000 | -12.1% | 14,465 | +0.1% | 0.74% | -10.2% |
| SPY | Sell | SPDR S&P 500 ETFtr unit | $1,461,000 | -11.5% | 5,553 | -10.2% | 0.72% | -9.7% |
| UNH | New | UNITEDHEALTH GROUP | $1,428,000 | – | 6,675 | +100.0% | 0.70% | – |
| VDE | Buy | VANGUARD ENERGY INDEX FUNDenergy etf | $1,383,000 | +45.6% | 14,981 | +56.0% | 0.68% | +48.7% |
| AXP | Sell | AMERICAN EXPRESS CO COM | $1,300,000 | -14.0% | 13,939 | -8.4% | 0.64% | -12.2% |
| VCSH | Sell | VANGUARD SHORT TERM CORP BOND FD ETFshrt trm corp bd | $1,287,000 | -1.8% | 16,416 | -0.6% | 0.63% | +0.3% |
| VUG | VANGUARD GROWTH ETFgrowth etf | $1,284,000 | +0.9% | 9,055 | 0.0% | 0.63% | +2.9% | |
| ABT | Sell | ABBOTT LABS COM | $1,281,000 | +4.9% | 21,392 | -0.1% | 0.63% | +7.1% |
| UTX | Sell | UNITED TECHNOLOGIES CORP COM | $1,216,000 | -14.2% | 9,668 | -13.1% | 0.60% | -12.4% |
| UL | Sell | UNILEVER PLC SPON ADR NEWspon adr new | $1,193,000 | -25.5% | 21,489 | -25.8% | 0.59% | -23.9% |
| VHT | Sell | VANGUARD HEALTH CARE INDEX FUNDhealth car etf | $1,177,000 | -6.7% | 7,668 | -6.4% | 0.58% | -4.8% |
| MDLZ | Sell | MONDELEZ INTL INC CL Acl a | $1,107,000 | -4.5% | 26,545 | -2.1% | 0.54% | -2.5% |
| VGSH | Sell | VANGUARD SHORT-TERM GOVERNMENT BOND ETFshort term treas | $1,101,000 | -2.5% | 18,341 | -2.1% | 0.54% | -0.6% |
| CVS | Sell | CVS HEALTH CORP COM | $1,048,000 | -36.6% | 16,850 | -26.2% | 0.52% | -35.3% |
| CMCSA | Buy | COMCAST CORP NEW CL Acl a | $1,035,000 | +70.8% | 30,301 | +100.0% | 0.51% | +74.7% |
| MO | Buy | ALTRIA GROUP INC COM | $973,000 | -8.3% | 15,622 | +5.1% | 0.48% | -6.4% |
| ABBV | Buy | ABBVIE INC COM | $964,000 | +0.8% | 10,191 | +3.0% | 0.48% | +3.0% |
| SPYV | Buy | SPDR PORTFOLIO S&P 500 VALUE ETFprtflo s&p500 vl | $963,000 | +68.4% | 32,786 | +75.8% | 0.47% | +71.7% |
| CRM | Sell | SALESFORCE COM | $955,000 | +3.4% | 8,220 | -9.1% | 0.47% | +5.4% |
| TD | TORONTO DOMINION BANK | $916,000 | -3.0% | 16,118 | 0.0% | 0.45% | -0.9% | |
| V | Buy | VISA INC | $901,000 | +6.5% | 7,540 | +1.5% | 0.44% | +8.8% |
| GILD | Sell | GILEAD SCIENCES INC | $878,000 | -2.7% | 11,656 | -7.5% | 0.43% | -0.7% |
| SNY | Sell | SANOFI SAsponsored adr | $877,000 | -9.3% | 21,889 | -2.7% | 0.43% | -7.5% |
| VRIG | Buy | POWERSHARES VARIABLE RATE INVESTMENT GRADE PORTFOLIOvar rat inv gr | $866,000 | +91.6% | 34,527 | +92.4% | 0.43% | +95.9% |
| CSX | Sell | CSX CORP | $850,000 | -16.3% | 15,261 | -17.3% | 0.42% | -14.5% |
| FB | Buy | FACEBOOK INC CL Acl a | $851,000 | -1.5% | 5,328 | +8.8% | 0.42% | +0.5% |
| IXG | Buy | ISHARES GLOBAL FINANCIALS ETFglobal finls etf | $828,000 | +66.9% | 11,973 | +68.5% | 0.41% | +70.7% |
| LMT | Sell | LOCKHEED MARTIN CORP | $823,000 | -41.3% | 2,437 | -44.3% | 0.40% | -40.2% |
| WFC | Sell | WELLS FARGO CO NEW COM | $790,000 | -18.2% | 15,078 | -5.3% | 0.39% | -16.5% |
| VTV | Sell | VANGUARD VALUE ETFvalue etf | $784,000 | -3.4% | 7,602 | -0.6% | 0.39% | -1.5% |
| AMLP | Buy | ALPS TRUST ETF ALERIAN MLPalerian mlp | $755,000 | -11.4% | 80,585 | +2.0% | 0.37% | -9.5% |
| KBWR | New | POWERSHARES KBW REGIONAL BANKING PORTFOLIOkbw rg bk port | $747,000 | – | 13,175 | +100.0% | 0.37% | – |
| GE | Sell | GENERAL ELECTRIC CO COM | $728,000 | -61.7% | 54,066 | -50.3% | 0.36% | -60.8% |
| IEUR | New | ISHARES CORE MSCI EUROPE ETFcore msci euro | $707,000 | – | 14,238 | +100.0% | 0.35% | – |
| WMT | Buy | WALMART INC COM | $687,000 | -1.2% | 7,728 | +9.8% | 0.34% | +0.9% |
| VOO | Sell | VANGUARD S&P 500 ETF | $681,000 | -9.4% | 2,817 | -8.2% | 0.34% | -7.7% |
| IWM | Sell | ISHARES RUSSELL 2000 ETFrussell 2000 etf | $677,000 | -33.7% | 4,463 | -33.4% | 0.33% | -32.5% |
| VB | VANGUARD SMALL CAP ETFsmall cp etf | $663,000 | -0.6% | 4,513 | 0.0% | 0.33% | +1.6% | |
| VO | VANGUARD MID CAPmid cap etf | $659,000 | -0.3% | 4,275 | 0.0% | 0.32% | +1.9% | |
| ACN | Sell | ACCENTURE LTD BERMUDA CL A | $651,000 | -18.5% | 4,245 | -18.7% | 0.32% | -16.6% |
| BABA | Buy | ALIBABA GROUP HLDG LTD SPONSORED ADSsponsored ads | $643,000 | +25.1% | 3,505 | +17.6% | 0.32% | +27.8% |
| MMM | Buy | 3M CO COM | $636,000 | -5.1% | 2,898 | +1.8% | 0.31% | -3.1% |
| NEE | Sell | NEXTERA ENERGY INC COM | $624,000 | -15.0% | 3,824 | -18.7% | 0.31% | -13.3% |
| CSCO | Sell | CISCO SYS INC | $616,000 | +4.2% | 14,364 | -6.9% | 0.30% | +6.3% |
| FDX | Buy | FEDEX CORP | $610,000 | +8.9% | 2,540 | +13.0% | 0.30% | +11.1% |
| ADSK | New | AUTODESK INC COM | $586,000 | – | 4,674 | +100.0% | 0.29% | – |
| EMN | New | EASTMAN CHEM CO COM | $575,000 | – | 5,452 | +100.0% | 0.28% | – |
| XLF | Buy | FINANCIAL SELECT SECTOR SPDRsbi int-finl | $560,000 | +0.9% | 20,323 | +2.1% | 0.28% | +3.0% |
| QQQ | Buy | POWERSHARES QQQ TRunit ser 1 | $559,000 | +2.8% | 3,496 | +0.0% | 0.28% | +5.0% |
| VOD | Sell | VODAFONE GROUP NEW ADR Fsponsored adr | $556,000 | -28.1% | 20,019 | -17.5% | 0.27% | -26.5% |
| KRE | KBW REGIONAL BANKINGETFs&p regl bkg | $555,000 | +2.8% | 9,191 | 0.0% | 0.27% | +4.6% | |
| BKLN | Buy | POWERSHARES ETF SENIOR LOAN PORT NYSE ARCA INCsenior ln port | $549,000 | +16.3% | 23,762 | +15.9% | 0.27% | +18.4% |
| XLK | Sell | TECHNOLOGY SELECT SECTOR SPDRtechnology | $544,000 | +1.5% | 8,330 | -0.7% | 0.27% | +3.5% |
| WYND | Sell | WYNDHAM WORLDWIDE CORP | $533,000 | -20.0% | 4,662 | -18.9% | 0.26% | -18.1% |
| IEV | ISHARES EUROPE ETFeurope etf | $523,000 | -1.3% | 11,233 | 0.0% | 0.26% | +0.8% | |
| IHE | Buy | ISHARES DJ US PHARMA INDEX Fu.s. pharma etf | $524,000 | -4.0% | 3,557 | +0.5% | 0.26% | -1.9% |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $509,000 | +2.8% | 7,020 | 0.0% | 0.25% | +5.0% | |
| GS | GOLDMAN SACHS GROUP INC | $495,000 | -1.0% | 1,966 | 0.0% | 0.24% | +1.2% | |
| MCD | MCDONALDS CORP COM | $491,000 | -9.2% | 3,145 | 0.0% | 0.24% | -7.3% | |
| TIF | Sell | TIFFANY & CO | $456,000 | -23.6% | 4,679 | -18.6% | 0.22% | -21.9% |
| UNP | UNION PAC CORP COM | $447,000 | +0.2% | 3,329 | 0.0% | 0.22% | +2.3% | |
| VPU | Sell | VANGUARD UTILITIES INDEX FUNDutilities etf | $446,000 | -4.7% | 3,997 | -0.4% | 0.22% | -2.7% |
| DVY | Buy | ISHARES DJ SELECT DIVIDENDselect divid etf | $446,000 | +13.2% | 4,690 | +17.2% | 0.22% | +15.8% |
| IWF | Sell | ISHARES RUSSELL 1000 GROWTH ETFrus 1000 grw etf | $431,000 | -0.7% | 3,171 | -1.8% | 0.21% | +1.4% |
| MPW | Sell | MEDICAL PROPERTIES TRUST INC | $428,000 | -32.1% | 32,985 | -28.0% | 0.21% | -30.6% |
| GOOG | Sell | ALPHABET INC CAP STK CL Ccap stk cl c | $423,000 | -7.4% | 410 | -6.2% | 0.21% | -5.5% |
| XLV | Buy | HEALTH CARE SELECT SECTOR SPDRsbi healthcare | $413,000 | +1.2% | 5,078 | +2.9% | 0.20% | +3.0% |
| STX | New | SEAGATE TECHNOLOGY | $391,000 | – | 6,688 | +100.0% | 0.19% | – |
| VCIT | Sell | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFint-term corp | $389,000 | -25.3% | 4,588 | -23.1% | 0.19% | -23.5% |
| ESRX | Sell | EXPRESS SCRIPTS INC | $387,000 | -48.9% | 5,609 | -44.7% | 0.19% | -47.7% |
| CELG | Sell | CELGENE CORP | $383,000 | -41.4% | 4,294 | -31.5% | 0.19% | -40.2% |
| SPLG | Buy | SPDR PORTFOLIO LARGE CAP ETFportfolio lr etf | $355,000 | +30.5% | 11,495 | +32.2% | 0.18% | +33.6% |
| IGSB | Sell | ISHARES 1-3 YR CREDIT BOND ETF1 3 yr cr bd etf | $343,000 | -10.7% | 3,313 | -10.0% | 0.17% | -8.6% |
| LLL | New | L3 TECHNOLOGIES INC COM | $330,000 | – | 1,591 | +100.0% | 0.16% | – |
| DUK | Sell | DUKE ENERGY CORP NEW COM NEW | $316,000 | -13.9% | 4,081 | -6.7% | 0.16% | -11.9% |
| IP | Sell | INTL PAPER CO COM | $312,000 | -11.6% | 5,848 | -4.2% | 0.15% | -9.4% |
| VDC | Sell | VANGUARD CONSUMER STAPLES INDEX FUNDconsum stp etf | $299,000 | -27.8% | 2,200 | -22.4% | 0.15% | -26.5% |
| IVZ | Sell | INVESCO PLC NEW SPONSORED ADR | $299,000 | -30.3% | 9,364 | -20.3% | 0.15% | -29.0% |
| BSV | Buy | VANGUARD SHORT-TERM BOND INDEX FUNDshort trm bond | $286,000 | +2.1% | 3,658 | +3.0% | 0.14% | +4.4% |
| IBB | Sell | ISHARES NASDAQ BIOTECHNOLOGY INDEX FUNDnasdaq biotech | $283,000 | -6.9% | 2,652 | -7.0% | 0.14% | -5.4% |
| XLE | Buy | ENERGY SELECT SECTOR SPDRenergy | $275,000 | +6.2% | 4,092 | +13.9% | 0.14% | +8.0% |
| BPL | Sell | BUCKEYE PARTNERS UTS L P UNIT LTD PARTNERSHIP INTunit ltd partn | $273,000 | -39.7% | 7,310 | -20.2% | 0.13% | -38.8% |
| STZ | Sell | CONSTELLATION BRANDS INC CL Acl a | $271,000 | -6.9% | 1,191 | -6.7% | 0.13% | -5.0% |
| VRTX | New | VERTEX PHARMACEUTICALS IN | $271,000 | – | 1,668 | +100.0% | 0.13% | – |
| XLB | MATERIALS SELECT SECTOR SPDRsbi materials | $268,000 | -6.0% | 4,724 | 0.0% | 0.13% | -4.3% | |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $256,000 | -2.3% | 5,106 | 0.0% | 0.13% | 0.0% | |
| NSC | Sell | NORFOLK SOUTHERN CRP | $249,000 | -15.3% | 1,837 | -9.5% | 0.12% | -13.4% |
| VEU | Sell | VANGUARD FTSE ALL-WORLD EX-USallwrld ex us | $249,000 | -1.6% | 4,589 | -0.8% | 0.12% | +0.8% |
| WWW | Sell | WOLVERINE WORLD WIDE INC COM | $240,000 | -11.4% | 8,315 | -2.3% | 0.12% | -9.9% |
| SLB | Sell | SCHLUMBERGER LTD COM | $239,000 | -23.4% | 3,700 | -20.1% | 0.12% | -21.9% |
| AGN | New | ALLERGAN PLC SHS | $235,000 | – | 1,399 | +100.0% | 0.12% | – |
| MA | MASTERCARD INCORPORATED CL Acl a | $236,000 | +15.7% | 1,349 | 0.0% | 0.12% | +18.4% | |
| PEJ | Buy | POWERSHARES DYNAMIC LEISURE & ENTERTAINMENT PORTFOLIOdyn lsr & ent | $234,000 | +10.9% | 5,275 | +10.5% | 0.12% | +12.7% |
| COP | CONOCOPHILLIPS COM | $232,000 | +7.9% | 3,928 | 0.0% | 0.11% | +9.6% | |
| EPP | Sell | ISHARES INC MSCI PACIFIC EX-JAPANmsci pac jp etf | $224,000 | -13.2% | 4,825 | -10.8% | 0.11% | -11.3% |
| CTXS | New | CITRIX SYS INC COM | $223,000 | – | 2,406 | +100.0% | 0.11% | – |
| APC | New | ANADARKO PETE CORP | $224,000 | – | 3,708 | +100.0% | 0.11% | – |
| VCR | VANGUARD CONSUMER DISCRETIONARY INDEX FUNDconsum dis etf | $221,000 | +1.4% | 1,399 | 0.0% | 0.11% | +3.8% | |
| NUE | New | NUCOR CORP COM | $219,000 | – | 3,592 | +100.0% | 0.11% | – |
| LSXMK | New | LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM | $217,000 | – | 5,325 | +100.0% | 0.11% | – |
| FLOT | New | ISHARES FLOATING RATE BOND ETFfltg rate nt etf | $218,000 | – | 4,287 | +100.0% | 0.11% | – |
| C | Buy | CITIGROUP INC | $217,000 | -3.1% | 3,221 | +6.8% | 0.11% | -0.9% |
| TEL | New | TE CONNECTIVITY LTD | $215,000 | – | 2,156 | +100.0% | 0.11% | – |
| KHC | Sell | KRAFT HEINZ CO COM | $212,000 | -22.6% | 3,412 | -3.2% | 0.10% | -21.2% |
| QCOM | Sell | QUALCOMM INC COM | $210,000 | -20.2% | 3,790 | -7.9% | 0.10% | -18.9% |
| BIV | Sell | VANGUARD INTERMEDIATE-TERM BOND INDEX FUNDintermed term | $210,000 | -7.9% | 2,573 | -5.8% | 0.10% | -6.4% |
| IHF | ISHARES U.S. HEALTHCARE PROVIDERS ETFus hlthcr pr etf | $208,000 | +1.0% | 1,318 | 0.0% | 0.10% | +3.0% | |
| DGRO | Sell | ISHARES CORE DIVIDEND GROWTH ETFcore div grwth | $205,000 | -4.7% | 6,072 | -1.9% | 0.10% | -2.9% |
| ED | Buy | CONSOLIDATED EDISON INC COM | $205,000 | -5.5% | 2,639 | +3.1% | 0.10% | -3.8% |
| CLB | New | CORE LABORATORIES N V COM | $206,000 | – | 1,910 | +100.0% | 0.10% | – |
| IBM | Sell | INTL BUSINESS MACHINES | $202,000 | -5.2% | 1,319 | -5.0% | 0.10% | -3.9% |
| TRCB | TWO RIV BANCORP COM | $197,000 | -0.5% | 10,947 | 0.0% | 0.10% | +1.0% | |
| F | Sell | FORD MOTOR COMPANY | $183,000 | -13.7% | 16,555 | -2.5% | 0.09% | -11.8% |
| BUD | Exit | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRsponsored adr | $0 | – | -2,308 | -100.0% | -0.12% | – |
| UN | Exit | UNILEVER N V N Y SHS NEW | $0 | – | -5,836 | -100.0% | -0.16% | – |
| WY | Exit | WEYERHAEUSER CO COM | $0 | – | -36,672 | -100.0% | -0.62% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-25
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.