$273 Million is the total value of Raab & Moskowitz Asset Management LLC's 160 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VTRS | Exit | VIATRIS INC COM | $0 | – | -10,408 | -100.0% | -0.06% | – |
MET | Exit | METLIFE INC COM | $0 | – | -3,420 | -100.0% | -0.08% | – |
CLX | Exit | CLOROX CO DEL COM | $0 | – | -1,099 | -100.0% | -0.08% | – |
C | Exit | CITIGROUP INC | $0 | – | -2,964 | -100.0% | -0.08% | – |
CTXS | Exit | CITRIX SYS INC COM | $0 | – | -2,020 | -100.0% | -0.11% | – |
STX | Exit | SEAGATE TECHNOLOGY | $0 | – | -6,784 | -100.0% | -0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-30
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.