$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 - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VDE | New | VANGUARD ENERGY INDEX FUNDenergy etf | $357,000 | – | 5,264 | +100.0% | 0.14% | – |
VIS | New | VANGUARD INDUSTRIALS INDEX FUNDindustrial etf | $336,000 | – | 1,776 | +100.0% | 0.13% | – |
DNL | New | WISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUNDglb us qtly div | $327,000 | – | 4,215 | +100.0% | 0.13% | – |
NUE | New | NUCOR CORP COM | $285,000 | – | 3,553 | +100.0% | 0.11% | – |
KRE | New | KBW REGIONAL BANKINGETFs&p regl bkg | $218,000 | – | 3,298 | +100.0% | 0.08% | – |
C | New | CITIGROUP INC | $215,000 | – | 2,964 | +100.0% | 0.08% | – |
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.