$263 Million is the total value of Raab & Moskowitz Asset Management LLC's 157 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 17.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $12,136,376 | -1.6% | 93,407 | +4.6% | 4.61% | -11.1% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $10,142,630 | +6.4% | 53,050 | -0.1% | 3.85% | -3.9% |
| MSFT | Buy | MICROSOFT CORP | $8,368,423 | +6.3% | 34,895 | +3.2% | 3.18% | -4.0% |
| MGK | Sell | VANGUARD WORLD FDmega grwth ind | $8,016,225 | -3.0% | 46,587 | -1.7% | 3.05% | -12.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $7,973,500 | +18.4% | 25,813 | +2.4% | 3.03% | +7.0% |
| TJX | Buy | TJX COS INC NEW | $7,815,742 | +68.2% | 98,188 | +31.2% | 2.97% | +51.9% |
| PFE | Buy | PFIZER INC | $6,575,840 | +19.1% | 128,334 | +1.7% | 2.50% | +7.5% |
| COST | Buy | COSTCO WHSL CORP NEW | $6,412,967 | +2.1% | 14,048 | +5.7% | 2.44% | -7.8% |
| PEP | Buy | PEPSICO INC | $6,404,001 | +17.7% | 35,448 | +6.3% | 2.43% | +6.3% |
| JNJ | Sell | JOHNSON & JOHNSON | $5,551,046 | +7.9% | 31,424 | -0.2% | 2.11% | -2.5% |
| MRK | Buy | MERCK & CO INC | $5,386,860 | +29.0% | 48,552 | +0.1% | 2.05% | +16.5% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $5,118,256 | +11.1% | 33,706 | -1.1% | 1.94% | +0.4% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $5,048,267 | +12.7% | 35,964 | -0.8% | 1.92% | +1.9% |
| ABBV | Sell | ABBVIE INC | $4,518,130 | +20.1% | 27,957 | -0.3% | 1.72% | +8.5% |
| WMT | Sell | WALMART INC | $4,329,802 | +8.8% | 30,537 | -0.5% | 1.64% | -1.7% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $4,266,889 | +9.2% | 8,048 | +4.0% | 1.62% | -1.3% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $4,009,339 | -7.8% | 45,442 | -0.0% | 1.52% | -16.7% |
| PWR | Sell | QUANTA SVCS INC | $3,660,398 | +11.7% | 25,687 | -0.2% | 1.39% | +0.9% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $3,660,247 | +6.0% | 9,527 | -1.0% | 1.39% | -4.2% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $3,638,670 | +10.7% | 33,626 | -2.9% | 1.38% | 0.0% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $3,359,554 | -2.8% | 10,518 | -6.5% | 1.28% | -12.2% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $3,219,370 | +9.2% | 22,792 | -1.6% | 1.22% | -1.3% |
| PHO | Sell | INVESCO EXCHANGE TRADED FD Twater res etf | $3,193,143 | +12.4% | 61,955 | -0.3% | 1.21% | +1.5% |
| DIS | Sell | DISNEY WALT CO | $3,060,174 | -11.3% | 35,223 | -3.7% | 1.16% | -19.8% |
| HD | Sell | HOME DEPOT INC | $2,912,780 | +13.6% | 9,222 | -0.7% | 1.11% | +2.7% |
| CVX | Buy | CHEVRON CORP NEW | $2,892,548 | +39.4% | 16,115 | +11.6% | 1.10% | +25.9% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $2,688,668 | +4.9% | 17,023 | -0.8% | 1.02% | -5.2% |
| KO | Buy | COCA COLA CO | $2,659,852 | +15.1% | 41,815 | +1.4% | 1.01% | +4.0% |
| AMZN | Sell | AMAZON COM INC | $2,640,233 | -27.4% | 31,431 | -2.4% | 1.00% | -34.4% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $2,610,230 | +27.3% | 10,523 | +14.7% | 0.99% | +14.9% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $2,505,199 | -11.4% | 63,584 | -14.6% | 0.95% | -19.9% |
| HON | Buy | HONEYWELL INTL INC | $2,485,365 | +29.9% | 11,597 | +1.2% | 0.94% | +17.3% |
| WM | Sell | WASTE MGMT INC DEL | $2,474,263 | -3.8% | 15,772 | -1.7% | 0.94% | -13.0% |
| FIW | Sell | FIRST TR EXCHANGE TRADED FDwtr etf | $2,458,017 | +10.2% | 30,973 | -0.3% | 0.93% | -0.4% |
| JPM | Sell | JPMORGAN CHASE & CO | $2,299,060 | +27.9% | 17,144 | -0.3% | 0.87% | +15.5% |
| BAC | Sell | BANK AMERICA CORP | $2,275,677 | +7.1% | 68,710 | -2.3% | 0.86% | -3.1% |
| V | Sell | VISA INC | $2,254,196 | +13.7% | 10,850 | -2.8% | 0.86% | +2.6% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $2,232,626 | +4.6% | 5,838 | -2.3% | 0.85% | -5.6% |
| DVY | Buy | ISHARES TRselect divid etf | $2,218,558 | +38.2% | 18,396 | +22.8% | 0.84% | +24.9% |
| XOM | Buy | EXXON MOBIL CORP | $2,200,891 | +26.8% | 19,954 | +0.3% | 0.84% | +14.5% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $2,168,837 | +3.9% | 55,769 | -7.9% | 0.82% | -6.2% |
| MCD | Buy | MCDONALDS CORP | $2,153,062 | +15.9% | 8,170 | +1.5% | 0.82% | +4.7% |
| BA | Buy | BOEING CO | $2,044,623 | +58.0% | 10,733 | +0.4% | 0.78% | +42.8% |
| NKE | Sell | NIKE INCcl b | $2,024,575 | +34.3% | 17,303 | -4.6% | 0.77% | +21.3% |
| PG | Sell | PROCTER AND GAMBLE CO | $2,003,377 | +19.3% | 13,218 | -0.6% | 0.76% | +7.8% |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $1,982,373 | +3.2% | 41,919 | -3.7% | 0.75% | -6.8% |
| ABT | Buy | ABBOTT LABS | $1,900,233 | +15.6% | 17,308 | +1.8% | 0.72% | +4.5% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $1,871,396 | -3.3% | 26,010 | -4.5% | 0.71% | -12.7% |
| FTGC | Sell | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $1,829,525 | -5.8% | 74,705 | -2.6% | 0.70% | -14.9% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $1,811,247 | +30.0% | 12,165 | +22.3% | 0.69% | +17.4% |
| KNG | Buy | FIRST TR EXCHANGE-TRADED FDft cboe vest s&p | $1,788,150 | +85.7% | 35,000 | +65.6% | 0.68% | +67.7% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $1,708,940 | +11.3% | 8,019 | +11.7% | 0.65% | +0.5% |
| CVS | Buy | CVS HEALTH CORP | $1,678,911 | +0.4% | 18,016 | +2.7% | 0.64% | -9.4% |
| PM | Buy | PHILIP MORRIS INTL INC | $1,655,391 | +24.7% | 16,356 | +2.2% | 0.63% | +12.5% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $1,511,709 | +24.7% | 22,681 | +2.6% | 0.57% | +12.5% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $1,432,654 | +9.2% | 8,241 | +1.4% | 0.54% | -1.4% |
| VFH | Sell | VANGUARD WORLD FDSfinancials etf | $1,387,881 | +10.9% | 16,776 | -0.2% | 0.53% | +0.2% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $1,384,349 | +7.1% | 30,777 | -0.1% | 0.53% | -3.3% |
| SDY | Sell | SPDR SER TRs&p divid etf | $1,362,448 | +10.1% | 10,890 | -2.0% | 0.52% | -0.6% |
| LYV | Buy | LIVE NATION ENTERTAINMENT IN | $1,328,408 | -0.4% | 19,048 | +8.5% | 0.50% | -10.0% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $1,325,046 | +1.5% | 26,150 | +0.3% | 0.50% | -8.4% |
| SBUX | Buy | STARBUCKS CORP | $1,299,292 | +26.4% | 13,098 | +7.3% | 0.49% | +14.4% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $1,287,972 | +16.7% | 3,887 | +1.1% | 0.49% | +5.4% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $1,264,557 | +0.3% | 15,332 | -2.6% | 0.48% | -9.4% |
| CSX | Sell | CSX CORP | $1,254,582 | +9.0% | 40,497 | -6.3% | 0.48% | -1.4% |
| AXP | Sell | AMERICAN EXPRESS CO | $1,205,694 | +3.4% | 8,160 | -5.6% | 0.46% | -6.5% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $1,057,290 | +22.1% | 30,234 | +2.3% | 0.40% | +10.4% |
| NEE | Buy | NEXTERA ENERGY INC | $1,040,756 | +11.3% | 12,449 | +4.3% | 0.40% | +0.5% |
| VOO | Sell | VANGUARD INDEX FDS | $1,021,345 | +3.9% | 2,907 | -3.0% | 0.39% | -6.1% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $934,487 | -1.9% | 16,162 | -2.0% | 0.36% | -11.5% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $928,224 | +4.3% | 3,486 | +4.6% | 0.35% | -5.6% |
| UL | Buy | UNILEVER PLCspon adr new | $925,383 | +19.3% | 18,379 | +3.7% | 0.35% | +8.0% |
| LMT | Sell | LOCKHEED MARTIN CORP | $901,953 | +25.6% | 1,854 | -0.3% | 0.34% | +13.6% |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $896,751 | +2.3% | 7,869 | -6.8% | 0.34% | -7.6% |
| ADSK | AUTODESK INC | $871,562 | +0.1% | 4,664 | 0.0% | 0.33% | -9.6% | |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $863,387 | +24.4% | 4,030 | +22.0% | 0.33% | +12.3% |
| TGT | Buy | TARGET CORP | $828,663 | +3.7% | 5,560 | +3.2% | 0.32% | -6.2% |
| STZ | CONSTELLATION BRANDS INCcl a | $821,322 | +1.0% | 3,544 | 0.0% | 0.31% | -8.8% | |
| RAVI | Sell | FLEXSHARES TRready acc vari | $790,909 | -5.5% | 10,631 | -5.6% | 0.30% | -14.8% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $770,883 | +9.8% | 6,195 | +4.8% | 0.29% | -0.7% |
| AVGO | Buy | BROADCOM INC | $760,416 | +40.8% | 1,360 | +11.7% | 0.29% | +27.3% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $743,436 | +27.7% | 7,367 | +3.5% | 0.28% | +15.1% |
| ACN | Buy | ACCENTURE PLC IRELAND | $725,271 | +5.1% | 2,718 | +1.3% | 0.28% | -4.8% |
| ITA | Sell | ISHARES TRus aer def etf | $714,897 | +3.0% | 6,391 | -16.1% | 0.27% | -6.8% |
| CRM | Sell | SALESFORCE INC | $711,478 | -14.5% | 5,366 | -7.2% | 0.27% | -22.9% |
| SPTS | Sell | SPDR SER TRportfolio sh tsr | $708,989 | -10.3% | 24,541 | -10.3% | 0.27% | -19.0% |
| DGRO | Sell | ISHARES TRcore div grwth | $693,950 | +12.1% | 13,879 | -0.4% | 0.26% | +1.5% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $692,266 | +30.4% | 5,708 | +9.0% | 0.26% | +17.9% |
| VPU | Sell | VANGUARD WORLD FDSutilities etf | $649,173 | +3.7% | 4,233 | -3.9% | 0.25% | -6.1% |
| MO | Buy | ALTRIA GROUP INC | $646,294 | +22.2% | 14,139 | +7.9% | 0.25% | +10.8% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $639,842 | +16.5% | 16,807 | +11.7% | 0.24% | +5.2% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $636,110 | +16.1% | 1,852 | -1.0% | 0.24% | +5.2% |
| PRU | Buy | PRUDENTIAL FINL INC | $630,377 | +17.2% | 6,338 | +1.0% | 0.24% | +5.8% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GRP IN | $610,680 | +51.9% | 9,967 | +39.3% | 0.23% | +37.3% |
| SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $596,035 | +11.6% | 15,059 | -0.1% | 0.23% | +0.4% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $595,172 | -11.0% | 9,189 | -13.0% | 0.23% | -19.6% |
| MGV | VANGUARD WORLD FDmega cap val etf | $585,011 | +14.5% | 5,688 | 0.0% | 0.22% | +3.3% | |
| ED | Buy | CONSOLIDATED EDISON INC | $561,281 | +38.6% | 5,889 | +24.4% | 0.21% | +25.3% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $553,666 | -8.2% | 6,240 | -0.6% | 0.21% | -17.3% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $532,858 | +49.3% | 8,828 | +33.2% | 0.20% | +34.7% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $526,446 | +7.2% | 1,823 | +7.4% | 0.20% | -3.4% |
| LHX | L3HARRIS TECHNOLOGIES INC | $520,733 | +0.3% | 2,501 | 0.0% | 0.20% | -9.2% | |
| Buy | SHELL PLCspon ads | $521,979 | +30.8% | 9,166 | +14.1% | 0.20% | +17.9% | |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $512,658 | -1.6% | 6,818 | -2.9% | 0.20% | -11.0% |
| LLY | Sell | LILLY ELI & CO | $509,615 | +8.0% | 1,393 | -4.6% | 0.19% | -2.5% |
| CSCO | Buy | CISCO SYS INC | $501,362 | +26.9% | 10,524 | +6.5% | 0.19% | +14.5% |
| VXUS | Sell | VANGUARD STAR FDSvg tl intl stk f | $494,495 | +9.2% | 9,561 | -3.5% | 0.19% | -1.6% |
| UNP | Buy | UNION PAC CORP | $494,690 | +9.7% | 2,389 | +3.0% | 0.19% | -1.1% |
| SNY | SANOFIsponsored adr | $492,582 | +27.6% | 10,171 | 0.0% | 0.19% | +15.4% | |
| IWM | Buy | ISHARES TRrussell 2000 etf | $476,526 | +6.1% | 2,733 | +0.4% | 0.18% | -4.2% |
| NUE | NUCOR CORP | $468,321 | +23.2% | 3,553 | 0.0% | 0.18% | +11.2% | |
| MA | MASTERCARD INCORPORATEDcl a | $465,958 | +22.3% | 1,340 | 0.0% | 0.18% | +10.6% | |
| ICE | INTERCONTINENTAL EXCHANGE IN | $464,220 | +13.8% | 4,525 | 0.0% | 0.18% | +2.3% | |
| AMT | Buy | AMERICAN TOWER CORP NEW | $452,533 | +38.0% | 2,136 | +39.5% | 0.17% | +24.6% |
| VUSB | Sell | VANGUARD BD INDEX FDSvanguard ultra | $446,831 | -13.1% | 9,119 | -13.3% | 0.17% | -21.3% |
| MDT | Sell | MEDTRONIC PLC | $433,134 | -10.3% | 5,573 | -6.9% | 0.16% | -18.7% |
| NSC | NORFOLK SOUTHN CORP | $432,221 | +17.8% | 1,754 | 0.0% | 0.16% | +6.5% | |
| ICSH | Sell | ISHARES TRblackrock ultra | $428,743 | -10.5% | 8,568 | -10.6% | 0.16% | -18.9% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $423,403 | +17.6% | 4,705 | +4.3% | 0.16% | +6.6% |
| DUK | Buy | DUKE ENERGY CORP NEW | $420,444 | +20.5% | 4,082 | +8.6% | 0.16% | +8.8% |
| MKC | Buy | MCCORMICK & CO INC | $420,335 | +18.7% | 5,071 | +1.9% | 0.16% | +7.4% |
| CAT | CATERPILLAR INC | $413,481 | +46.1% | 1,726 | 0.0% | 0.16% | +31.9% | |
| GILD | Buy | GILEAD SCIENCES INC | $396,198 | +41.5% | 4,615 | +1.5% | 0.15% | +28.0% |
| MMM | Sell | 3M CO | $386,502 | -1.4% | 3,223 | -9.2% | 0.15% | -10.9% |
| VIS | VANGUARD WORLD FDSindustrial etf | $369,663 | +16.2% | 2,024 | 0.0% | 0.14% | +4.5% | |
| VDC | Sell | VANGUARD WORLD FDSconsum stp etf | $363,408 | +5.9% | 1,897 | -5.1% | 0.14% | -4.2% |
| STX | Buy | SEAGATE TECHNOLOGY HLDNGS PL | $360,116 | +0.9% | 6,845 | +2.0% | 0.14% | -8.7% |
| T | Buy | AT&T INC | $357,008 | +45.1% | 19,392 | +20.8% | 0.14% | +32.0% |
| QCOM | Sell | QUALCOMM INC | $351,368 | -2.7% | 3,196 | -0.2% | 0.13% | -12.5% |
| FDX | Sell | FEDEX CORP | $328,838 | +3.1% | 1,899 | -11.7% | 0.12% | -6.7% |
| AXS | New | AXIS CAP HLDGS LTD | $308,769 | – | 5,700 | +100.0% | 0.12% | – |
| PEJ | Sell | INVESCO EXCHANGE TRADED FD Tdynmc leisure | $300,783 | -13.6% | 8,261 | -17.8% | 0.11% | -21.9% |
| INTC | Sell | INTEL CORP | $296,884 | -12.4% | 11,233 | -14.8% | 0.11% | -21.0% |
| DE | Buy | DEERE & CO | $293,272 | +32.1% | 684 | +2.9% | 0.11% | +19.4% |
| IHE | ISHARES TRu.s. pharma etf | $286,082 | +10.0% | 1,537 | 0.0% | 0.11% | 0.0% | |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $282,093 | +4.9% | 3,084 | +4.8% | 0.11% | -5.3% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $278,493 | +4.3% | 2,050 | -7.0% | 0.11% | -5.4% |
| XLE | New | SELECT SECTOR SPDR TRenergy | $277,017 | – | 3,167 | +100.0% | 0.10% | – |
| New | FIRST TR EXCHANGE-TRADED FDcboe vest rising | $276,770 | – | 13,000 | +100.0% | 0.10% | – | |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $271,170 | +24.4% | 7,929 | +10.0% | 0.10% | +12.0% |
| MS | Buy | MORGAN STANLEY | $254,635 | +8.8% | 2,995 | +0.8% | 0.10% | -1.0% |
| LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $255,943 | +10.8% | 5,399 | +10.2% | 0.10% | 0.0% |
| DNL | Sell | WISDOMTREE TRglb us qtly div | $241,688 | -17.8% | 7,500 | -30.0% | 0.09% | -25.8% |
| FCX | New | FREEPORT-MCMORAN INCcl b | $239,780 | – | 6,310 | +100.0% | 0.09% | – |
| TEL | TE CONNECTIVITY LTD | $240,736 | +4.2% | 2,097 | 0.0% | 0.09% | -6.2% | |
| AMGN | New | AMGEN INC | $231,911 | – | 883 | +100.0% | 0.09% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $222,383 | – | 2,983 | +100.0% | 0.08% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $209,721 | – | 1,489 | +100.0% | 0.08% | – |
| LSXMK | New | LIBERTY MEDIA CORP DEL | $207,467 | – | 5,302 | +100.0% | 0.08% | – |
| SCHW | New | SCHWAB CHARLES CORP | $205,402 | – | 2,467 | +100.0% | 0.08% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $201,767 | – | 3,449 | +100.0% | 0.08% | – |
| CBSH | New | COMMERCE BANCSHARES INC | $201,973 | – | 2,967 | +100.0% | 0.08% | – |
| CI | New | CIGNA CORP NEW | $201,786 | – | 609 | +100.0% | 0.08% | – |
| MPW | Sell | MEDICAL PPTYS TRUST INC | $125,292 | -30.4% | 11,247 | -26.2% | 0.05% | -36.8% |
| New | COLLEGIUM PHARMACEUTICAL INCnote 2.625% 2/1 | $30,308 | – | 30,000 | +100.0% | 0.01% | – | |
| New | BIOMARIN PHARMACEUTICAL INCnote 1.250% 5/1 | $32,569 | – | 30,000 | +100.0% | 0.01% | – | |
| New | IQIYI INCnote 4.000%12/1 | $18,288 | – | 30,000 | +100.0% | 0.01% | – | |
| Exit | IQIYI INC 4 12/15/2026note 4.000%12/1 | $0 | – | -30,000 | -100.0% | -0.01% | – | |
| Exit | COLLEGIUM PHARMACEUTICAL INC 2.625 02/15/2026note 2.625% 2/1 | $0 | – | -30,000 | -100.0% | -0.01% | – | |
| Exit | BIOMARIN PHARMACEUTICAL INC 1.25 05/15/2027note 1.250% 5/1 | $0 | – | -30,000 | -100.0% | -0.01% | – | |
| VCR | Exit | VANGUARD CONSUMER DISCRETIONARY ETFconsum dis etf | $0 | – | -861 | -100.0% | -0.08% | – |
| IGSB | Exit | ISHARES 1-3 YR CREDIT BOND ETF | $0 | – | -4,396 | -100.0% | -0.09% | – |
| EWC | Exit | ISHARES MSCI CANADA INDEXmsci cda etf | $0 | – | -7,042 | -100.0% | -0.09% | – |
| XLB | Exit | MATERIALS SELECT SECTOR SPDRsbi materials | $0 | – | -3,538 | -100.0% | -0.10% | – |
| GLD | Exit | SPDR GOLD ETF | $0 | – | -1,618 | -100.0% | -0.10% | – |
| VEGI | Exit | ISHARES MSCI GLOBAL AGRICULTURE PRODUCERS ETFglb agric pr etf | $0 | – | -7,239 | -100.0% | -0.12% | – |
| CIBR | Exit | FIRST TRUST NASDAQ CYBERSECURITY ETFnasdaq cyb etf | $0 | – | -9,393 | -100.0% | -0.15% | – |
| MGA | Exit | MAGNA INTL INC COM | $0 | – | -9,442 | -100.0% | -0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-27
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.