$256 Million is the total value of Raab & Moskowitz Asset Management LLC's 153 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 4.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Sell | VANGUARD TOTAL STK MKTtotal stk mkt | $11,546,000 | +2.1% | 55,864 | -3.9% | 4.50% | -2.9% |
| AAPL | Sell | APPLE INC | $11,017,000 | -10.8% | 90,193 | -3.1% | 4.30% | -15.1% |
| MGK | Sell | VANGUARD MEGA CAP GROWTH ETFmega grwth ind | $8,819,000 | -1.5% | 42,591 | -3.1% | 3.44% | -6.3% |
| MSFT | Buy | MICROSOFT | $7,733,000 | +9.6% | 32,803 | +3.4% | 3.02% | +4.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWcl b new | $6,279,000 | +10.5% | 24,579 | +0.3% | 2.45% | +5.1% |
| DIS | Sell | DISNEY WALT CO COM | $5,695,000 | +0.4% | 30,867 | -1.4% | 2.22% | -4.6% |
| JNJ | Sell | JOHNSON & JOHNSON COM | $5,682,000 | +3.3% | 34,575 | -1.1% | 2.22% | -1.8% |
| PHO | Sell | POWERSHARES GLOBAL WATER PORTFOLIO EXCHANGE-TRADED FDwater res etf | $5,440,000 | +6.2% | 110,122 | -0.2% | 2.12% | +1.0% |
| VZ | Buy | VERIZON COMMUNICATIONS | $5,135,000 | +0.3% | 88,321 | +1.3% | 2.00% | -4.7% |
| PFE | Sell | PFIZER INC COM | $5,026,000 | -1.8% | 138,738 | -0.2% | 1.96% | -6.6% |
| VIG | Sell | VANGUARD DIVIDEND APPRECIATION ETFdiv app etf | $5,026,000 | -2.6% | 34,174 | -6.5% | 1.96% | -7.4% |
| TJX | Buy | TJX COS INC NEW COM | $4,828,000 | -3.1% | 72,991 | +0.0% | 1.88% | -7.8% |
| COST | Buy | COSTCO WHOLESALE CORP | $4,714,000 | -6.2% | 13,375 | +0.3% | 1.84% | -10.8% |
| GOOGL | Sell | GOOGLE INCcap stk cl a | $4,688,000 | +16.3% | 2,273 | -1.2% | 1.83% | +10.6% |
| PEP | Buy | PEPSICO INC COM | $4,650,000 | -4.2% | 32,876 | +0.5% | 1.81% | -8.9% |
| IVV | Sell | ISHARES S&P 500 INDEXcore s&p500 etf | $4,388,000 | +3.1% | 11,031 | -2.7% | 1.71% | -1.9% |
| AMZN | Sell | AMAZON.COM INC | $4,245,000 | -5.2% | 1,372 | -0.2% | 1.66% | -9.9% |
| MRK | Buy | MERCK & CO INC | $3,672,000 | -3.4% | 47,640 | +2.5% | 1.43% | -8.1% |
| VGT | Sell | VANGUARD INFORMATION TECHNOLOGY INDEX FUNDinf tech etf | $3,660,000 | -5.5% | 10,212 | -6.7% | 1.43% | -10.1% |
| SPTM | Sell | SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETFportfoli s&p1500 | $3,518,000 | -3.3% | 71,534 | -9.4% | 1.37% | -8.0% |
| PNC | Sell | PNC FINL SVCS GROUP INC COM | $3,510,000 | +17.5% | 20,014 | -0.2% | 1.37% | +11.7% |
| WMT | Buy | WALMART INC COM | $3,418,000 | -1.3% | 25,170 | +4.7% | 1.33% | -6.1% |
| VTV | Buy | VANGUARD VALUE ETFvalue etf | $3,272,000 | +64.6% | 24,894 | +48.9% | 1.28% | +56.5% |
| BA | Buy | BOEING CO COM | $3,135,000 | +83.0% | 12,307 | +53.7% | 1.22% | +74.0% |
| ABBV | Buy | ABBVIE INC COM | $3,057,000 | +154.3% | 28,256 | +151.8% | 1.19% | +142.0% |
| HD | Sell | HOME DEPOT | $2,939,000 | +13.3% | 9,629 | -1.5% | 1.15% | +7.7% |
| BAC | Buy | BK OF AMERICA CORP COM | $2,810,000 | +29.6% | 72,629 | +1.5% | 1.10% | +23.1% |
| RSP | Buy | GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHTs&p500 eql wgt | $2,748,000 | +103.3% | 19,405 | +83.0% | 1.07% | +93.2% |
| VGSH | Sell | VANGUARD SHORT-TERM GOVERNMENT BOND ETFshort term treas | $2,742,000 | -3.2% | 44,581 | -3.1% | 1.07% | -7.9% |
| UNH | Sell | UNITEDHEALTH GROUP | $2,739,000 | +5.3% | 7,364 | -0.7% | 1.07% | +0.2% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO COM | $2,721,000 | -2.6% | 43,117 | -4.3% | 1.06% | -7.3% |
| JPM | Buy | JPMORGAN CHASE & CO COM | $2,633,000 | +22.4% | 17,301 | +2.1% | 1.03% | +16.3% |
| HON | Sell | HONEYWELL INTL INC | $2,597,000 | +1.8% | 11,967 | -0.3% | 1.01% | -3.2% |
| VHT | Sell | VANGUARD HEALTH CARE INDEX FUNDhealth car etf | $2,592,000 | +1.9% | 11,332 | -0.3% | 1.01% | -3.1% |
| SPYV | Sell | SPDR PORTFOLIO S&P 500 VALUE ETFprtflo s&p500 vl | $2,569,000 | +9.3% | 67,798 | -0.8% | 1.00% | +3.8% |
| V | Buy | VISA INC | $2,486,000 | +42.1% | 11,742 | +46.8% | 0.97% | +35.1% |
| NKE | Sell | NIKE INC CLASS Bcl b | $2,453,000 | -8.1% | 18,461 | -2.2% | 0.96% | -12.6% |
| SPY | Sell | SPDR S&P 500 ETFtr unit | $2,440,000 | +1.5% | 6,157 | -4.2% | 0.95% | -3.4% |
| MKC | Sell | MCCORMICK & CO INC COM NON VTG | $2,433,000 | -7.8% | 27,297 | -1.2% | 0.95% | -12.4% |
| WM | Sell | WASTE MANAGEMENT INC | $2,250,000 | +8.4% | 17,441 | -0.9% | 0.88% | +3.2% |
| VYM | Buy | VANGUARD HIGH DIVIDEND YIELDhigh div yld | $2,238,000 | +27.4% | 22,148 | +15.3% | 0.87% | +21.1% |
| VFH | Buy | VANGUARD FINANCIALS INDEX FUNDfinancials etf | $2,176,000 | +36.2% | 25,762 | +17.4% | 0.85% | +29.4% |
| SPTS | Sell | SPDR PORTFOLIO SHORT TERM TREASURY ETFportfolio sh tsr | $2,155,000 | -4.5% | 70,294 | -4.4% | 0.84% | -9.2% |
| ABT | ABBOTT LABS COM | $2,064,000 | +9.4% | 17,226 | 0.0% | 0.80% | +4.0% | |
| KO | Buy | COCA COLA CO COM | $2,040,000 | +10.0% | 38,706 | +14.4% | 0.80% | +4.6% |
| VUG | Sell | VANGUARD GROWTH ETFgrowth etf | $1,946,000 | -5.1% | 7,571 | -6.5% | 0.76% | -9.9% |
| SPLG | Sell | SPDR PORTFOLIO S&P 500 ETFportfolio s&p500 | $1,918,000 | +3.6% | 41,165 | -2.3% | 0.75% | -1.4% |
| SPYG | Sell | SPDR PORTFOLIO S&P 500 GROWTH ETFprtflo s&p500 gw | $1,883,000 | -6.6% | 33,404 | -8.4% | 0.74% | -11.1% |
| PG | Sell | PROCTER AND GAMBLE CO COM | $1,854,000 | -6.6% | 13,694 | -4.0% | 0.72% | -11.2% |
| BABA | Buy | ALIBABA GROUP HLDG LTD SPONSORED ADSsponsored ads | $1,737,000 | +6.4% | 7,664 | +9.3% | 0.68% | +1.2% |
| CMCSA | Sell | COMCAST CORP NEW CL Acl a | $1,619,000 | +2.7% | 29,931 | -0.6% | 0.63% | -2.3% |
| SDY | SPDR SER TR S&P DIVID ETFs&p divid etf | $1,593,000 | +11.5% | 13,497 | 0.0% | 0.62% | +6.1% | |
| VNQ | VANGUARD REIT INDEX ETFreal estate etf | $1,549,000 | +8.1% | 16,872 | 0.0% | 0.60% | +2.7% | |
| DIA | Buy | SPDR DOW JONES INDUSTRIAL ETFut ser 1 | $1,538,000 | +11.0% | 4,659 | +2.8% | 0.60% | +5.4% |
| CVX | Buy | CHEVRON CORP NEW COM | $1,505,000 | +26.0% | 14,362 | +1.6% | 0.59% | +19.8% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $1,490,000 | +0.7% | 8,767 | -0.3% | 0.58% | -4.3% |
| MCD | Buy | MCDONALDS CORP COM | $1,488,000 | +6.6% | 6,642 | +2.1% | 0.58% | +1.4% |
| PM | Buy | PHILIP MORRIS INTL INC | $1,420,000 | +8.2% | 16,008 | +1.0% | 0.55% | +3.0% |
| CVS | Buy | CVS HEALTH CORP COM | $1,408,000 | +22.1% | 18,718 | +10.8% | 0.55% | +16.1% |
| SBUX | Buy | STARBUCKS CORP | $1,383,000 | +15.6% | 12,656 | +13.2% | 0.54% | +10.0% |
| VCSH | Sell | VANGUARD SHORT TERM CORP BOND FD ETFshrt trm corp bd | $1,375,000 | -2.1% | 16,677 | -1.2% | 0.54% | -6.8% |
| CRM | Sell | SALESFORCE COM | $1,372,000 | -15.9% | 6,478 | -11.6% | 0.54% | -20.0% |
| DVY | Sell | ISHARES DJ SELECT DIVIDENDselect divid etf | $1,339,000 | +17.7% | 11,741 | -0.8% | 0.52% | +11.8% |
| MMM | Buy | 3M CO COM | $1,332,000 | +18.3% | 6,914 | +7.2% | 0.52% | +12.6% |
| INTC | Sell | INTEL CORP COM | $1,303,000 | +13.7% | 20,369 | -11.5% | 0.51% | +8.1% |
| ADSK | AUTODESK INC COM | $1,292,000 | -9.3% | 4,664 | 0.0% | 0.50% | -13.7% | |
| MDLZ | Sell | MONDELEZ INTL INC CL Acl a | $1,259,000 | -4.8% | 21,526 | -4.9% | 0.49% | -9.6% |
| XOM | Buy | EXXON MOBIL CORP COM | $1,234,000 | +37.4% | 22,112 | +1.4% | 0.48% | +30.7% |
| AXP | Sell | AMERICAN EXPRESS CO COM | $1,222,000 | +16.7% | 8,644 | -0.2% | 0.48% | +10.9% |
| QQQ | Sell | POWERSHARES QQQ TRunit ser 1 | $1,159,000 | -2.8% | 3,631 | -4.5% | 0.45% | -7.6% |
| RAVI | Sell | FLEXSHARES READY ACCESS VARIABLE INCOME FUNDready acc vari | $1,127,000 | -8.1% | 14,808 | -7.9% | 0.44% | -12.5% |
| UL | Sell | UNILEVER PLC SPON ADR NEWspon adr new | $1,109,000 | -8.8% | 19,871 | -1.4% | 0.43% | -13.2% |
| CSX | Buy | CSX CORP | $1,055,000 | +13.7% | 10,947 | +7.0% | 0.41% | +8.1% |
| VOO | VANGUARD S&P 500 ETF | $968,000 | +6.0% | 2,659 | 0.0% | 0.38% | +0.8% | |
| XLK | Sell | TECHNOLOGY SELECT SECTOR SPDRtechnology | $920,000 | -4.8% | 6,933 | -6.7% | 0.36% | -9.3% |
| NEE | NEXTERA ENERGY INC COM | $909,000 | -2.0% | 12,032 | 0.0% | 0.36% | -6.8% | |
| TGT | Buy | TARGET CORP COM | $897,000 | +13.3% | 4,532 | +1.0% | 0.35% | +7.7% |
| IWF | Buy | ISHARES RUSSELL 1000 GROWTH ETFrus 1000 grw etf | $799,000 | +1.5% | 3,288 | +0.7% | 0.31% | -3.4% |
| STZ | Buy | CONSTELLATION BRANDS INC CL Acl a | $782,000 | +5.5% | 3,430 | +1.3% | 0.30% | +0.3% |
| ACN | ACCENTURE LTD BERMUDA CL A | $770,000 | +5.8% | 2,790 | 0.0% | 0.30% | +0.3% | |
| IWM | Sell | ISHARES RUSSELL 2000 ETFrussell 2000 etf | $750,000 | +11.8% | 3,398 | -0.7% | 0.29% | +6.5% |
| LMT | LOCKHEED MARTIN CORP | $731,000 | +4.1% | 1,979 | 0.0% | 0.28% | -1.0% | |
| SNY | Sell | SANOFI SAsponsored adr | $723,000 | -0.4% | 14,621 | -2.2% | 0.28% | -5.4% |
| MO | Buy | ALTRIA GROUP INC COM | $687,000 | +25.6% | 13,430 | +0.5% | 0.27% | +19.6% |
| PRU | Sell | PRUDENTIAL FINL INC | $650,000 | +1.4% | 7,143 | -13.1% | 0.25% | -3.4% |
| SPYD | Sell | SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETFprtflo s&p500 hi | $641,000 | +4.7% | 16,672 | -10.3% | 0.25% | -0.4% |
| DGRO | Sell | ISHARES CORE DIVIDEND GROWTH ETFcore div grwth | $616,000 | +6.8% | 12,762 | -1.0% | 0.24% | +1.3% |
| GOOG | Sell | ALPHABET INC CAP STK CL Ccap stk cl c | $608,000 | +14.3% | 294 | -3.0% | 0.24% | +8.7% |
| AVGO | BROADCOM INC COM | $606,000 | +5.9% | 1,307 | 0.0% | 0.24% | +0.4% | |
| GS | Sell | GOLDMAN SACHS GROUP INC | $593,000 | +23.3% | 1,816 | -0.5% | 0.23% | +17.3% |
| QUAL | Sell | ISHARES MSCI USA QUALITY FACTOR ETFmsci usa qlt fct | $580,000 | -0.2% | 4,769 | -4.8% | 0.23% | -5.0% |
| VXUS | Sell | VANGUARD TOTAL INTL STOCK IDEX ETFvg tl intl stk f | $566,000 | +1.4% | 9,031 | -2.6% | 0.22% | -3.5% |
| T | Buy | AT&T INC COM | $564,000 | +7.8% | 18,662 | +2.4% | 0.22% | +2.3% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP COM | $559,000 | +7.1% | 7,235 | -0.9% | 0.22% | +1.9% |
| CSCO | Sell | CISCO SYS INC | $531,000 | +13.9% | 10,282 | -1.3% | 0.21% | +8.4% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE INC COM | $522,000 | -12.4% | 4,678 | -9.7% | 0.20% | -16.7% |
| STX | Sell | SEAGATE TECHNOLOGY | $520,000 | +22.9% | 6,784 | -0.4% | 0.20% | +16.7% |
| UNP | UNION PAC CORP COM | $511,000 | +6.0% | 2,319 | 0.0% | 0.20% | +0.5% | |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC COM | $506,000 | -74.3% | 2,501 | -76.0% | 0.20% | -75.6% |
| MA | MASTERCARD INCORPORATED CL Acl a | $497,000 | -0.2% | 1,397 | 0.0% | 0.19% | -4.9% | |
| MDT | Buy | MEDTRONIC PLC SHS | $491,000 | +14.5% | 4,158 | +13.4% | 0.19% | +9.1% |
| NSC | NORFOLK SOUTHERN CRP | $470,000 | +13.0% | 1,754 | 0.0% | 0.18% | +7.0% | |
| RDSB | ROYAL DUTCH SHELL PLC SPON ADR Bspon adr b | $452,000 | +9.7% | 12,287 | 0.0% | 0.18% | +4.1% | |
| ED | Sell | CONSOLIDATED EDISON INC COM | $439,000 | -3.5% | 5,879 | -6.8% | 0.17% | -8.6% |
| VPU | Sell | VANGUARD UTILITIES INDEX FUNDutilities etf | $425,000 | -19.4% | 3,027 | -21.3% | 0.17% | -23.1% |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP INC COM | $421,000 | +0.5% | 7,003 | -2.7% | 0.16% | -4.7% |
| MGV | Buy | VANGUARD MEGA CAP VALUE ETFmega cap val etf | $415,000 | +41.2% | 4,362 | +28.5% | 0.16% | +33.9% |
| VCIT | Sell | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFint-term corp | $404,000 | -8.6% | 4,353 | -4.5% | 0.16% | -12.7% |
| FL | Sell | FOOT LOCKER INC COM | $395,000 | +18.6% | 7,028 | -14.7% | 0.15% | +12.4% |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFs&p 500 dv arist | $389,000 | +8.1% | 4,510 | 0.0% | 0.15% | +2.7% | |
| IHE | Sell | ISHARES DJ US PHARMA INDEX Fu.s. pharma etf | $379,000 | -3.6% | 2,136 | -2.6% | 0.15% | -8.1% |
| MPW | MEDICAL PROPERTIES TRUST INC | $365,000 | -2.4% | 17,185 | 0.0% | 0.14% | -7.2% | |
| DUK | DUKE ENERGY CORP NEW COM NEW | $359,000 | +5.3% | 3,729 | 0.0% | 0.14% | 0.0% | |
| VRTX | Buy | VERTEX PHARMACEUTICALS IN | $355,000 | -8.3% | 1,653 | +0.9% | 0.14% | -12.6% |
| VDE | New | VANGUARD ENERGY INDEX FUNDenergy etf | $357,000 | – | 5,264 | +100.0% | 0.14% | – |
| XLF | FINANCIAL SELECT SECTOR SPDRsbi int-finl | $346,000 | +15.3% | 10,181 | 0.0% | 0.14% | +9.8% | |
| JPST | Buy | JPMORGAN ULTRA-SHORT INCOME ETFultra shrt inc | $343,000 | +60.3% | 6,770 | +60.4% | 0.13% | +52.3% |
| VRIG | Sell | INVESCO VARIABLE RATE INVESTMENT GRADE ETFvar rate invt | $341,000 | -27.3% | 13,620 | -27.4% | 0.13% | -30.7% |
| AMT | Sell | AMERICAN TOWER CORP | $339,000 | +4.6% | 1,422 | -1.7% | 0.13% | -0.8% |
| QCOM | QUALCOMM INC COM | $336,000 | -13.0% | 2,536 | 0.0% | 0.13% | -17.1% | |
| VIS | New | VANGUARD INDUSTRIALS INDEX FUNDindustrial etf | $336,000 | – | 1,776 | +100.0% | 0.13% | – |
| VDC | Sell | VANGUARD CONSUMER STAPLES INDEX FUNDconsum stp etf | $333,000 | -2.6% | 1,870 | -5.1% | 0.13% | -7.1% |
| GILD | Buy | GILEAD SCIENCES INC | $331,000 | +16.5% | 5,136 | +5.2% | 0.13% | +10.3% |
| DNL | New | WISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUNDglb us qtly div | $327,000 | – | 4,215 | +100.0% | 0.13% | – |
| VCR | VANGUARD CONSUMER DISCRETIONARY INDEX FUNDconsum dis etf | $316,000 | +7.5% | 1,070 | 0.0% | 0.12% | +1.7% | |
| FDX | FEDEX CORP | $287,000 | +9.1% | 1,013 | 0.0% | 0.11% | +3.7% | |
| NUE | New | NUCOR CORP COM | $285,000 | – | 3,553 | +100.0% | 0.11% | – |
| CTXS | Buy | CITRIX SYS INC COM | $283,000 | +8.4% | 2,020 | +0.6% | 0.11% | +2.8% |
| GLD | Buy | SPDR GOLD ETF | $283,000 | -8.7% | 1,770 | +1.7% | 0.11% | -13.4% |
| TD | Sell | TORONTO DOMINION BANK | $275,000 | +14.6% | 4,218 | -1.0% | 0.11% | +9.2% |
| TEL | TE CONNECTIVITY LTD | $270,000 | +6.7% | 2,097 | 0.0% | 0.10% | +1.0% | |
| XLV | Sell | HEALTH CARE SELECT SECTOR SPDRsbi healthcare | $263,000 | +0.8% | 2,253 | -2.2% | 0.10% | -3.7% |
| VO | Sell | VANGUARD MID CAPmid cap etf | $260,000 | -9.4% | 1,178 | -15.4% | 0.10% | -14.4% |
| IGSB | Sell | ISHARES 1-3 YR CREDIT BOND ETF | $245,000 | -8.9% | 4,484 | -8.2% | 0.10% | -12.7% |
| LLY | LILLY ELI & CO COM | $247,000 | +10.8% | 1,323 | 0.0% | 0.10% | +5.5% | |
| FB | FACEBOOK INC CL Acl a | $235,000 | +7.8% | 801 | 0.0% | 0.09% | +3.4% | |
| AMGN | AMGEN INC | $232,000 | +8.4% | 933 | 0.0% | 0.09% | +3.4% | |
| LSXMK | LIBERTY MEDIA CORP DEL COM C SIRIUSXM | $233,000 | +1.3% | 5,302 | 0.0% | 0.09% | -3.2% | |
| PFF | ISHARES S&P U.S. PREFERRED STOCK ETFpfd and incm sec | $230,000 | -0.4% | 6,006 | 0.0% | 0.09% | -5.3% | |
| BSV | Buy | VANGUARD SHORT-TERM BOND INDEX FUNDshort trm bond | $229,000 | +6.0% | 2,790 | +7.0% | 0.09% | 0.0% |
| ITOT | Sell | ISHARES TR S&P 1500 INDEX FDcore s&p ttl stk | $221,000 | -7.9% | 2,418 | -13.4% | 0.09% | -12.2% |
| KRE | New | KBW REGIONAL BANKINGETFs&p regl bkg | $218,000 | – | 3,298 | +100.0% | 0.08% | – |
| XLP | Sell | CONSUMER STAPLES SELECT SECTOR SPDRsbi cons stpls | $218,000 | -14.5% | 3,192 | -15.9% | 0.08% | -19.0% |
| C | New | CITIGROUP INC | $215,000 | – | 2,964 | +100.0% | 0.08% | – |
| MS | Sell | MORGAN STANLEY | $215,000 | +7.5% | 2,775 | -5.3% | 0.08% | +2.4% |
| CLX | Sell | CLOROX CO DEL COM | $212,000 | -52.4% | 1,099 | -50.2% | 0.08% | -54.6% |
| LBRDK | LIBERTY BROADBAND CORP COM SER C | $210,000 | -5.0% | 1,399 | 0.0% | 0.08% | -9.9% | |
| MET | Sell | METLIFE INC COM | $207,000 | -15.2% | 3,420 | -34.5% | 0.08% | -19.0% |
| USMV | Sell | ISHARES MSCI USA MIN VOL FACTOR ETFmsci usa min vol | $206,000 | -0.5% | 2,986 | -2.2% | 0.08% | -5.9% |
| LGLV | Sell | SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETFssga us lrg etf | $206,000 | -7.2% | 1,651 | -11.2% | 0.08% | -12.1% |
| SPIB | Sell | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFportfolio intrmd | $202,000 | -30.1% | 5,577 | -28.4% | 0.08% | -33.6% |
| VTRS | Sell | VIATRIS INC COM | $145,000 | -39.6% | 10,408 | -18.8% | 0.06% | -41.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-28
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 | 2024-02-02 |
| 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 |
| 13F-HR | 2021-11-03 |
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.