$274 Million is the total value of Raab & Moskowitz Asset Management LLC's 159 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 10.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $14,813,799 | +22.1% | 89,835 | -3.8% | 5.41% | +17.3% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $10,729,537 | +5.8% | 52,570 | -0.9% | 3.92% | +1.7% |
| MSFT | Sell | MICROSOFT CORP | $9,986,597 | +19.3% | 34,640 | -0.7% | 3.65% | +14.7% |
| MGK | Buy | VANGUARD WORLD FDmega grwth ind | $9,871,186 | +23.1% | 48,268 | +3.6% | 3.60% | +18.3% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $7,960,881 | -0.2% | 25,783 | -0.1% | 2.91% | -4.1% |
| TJX | Buy | TJX COS INC NEW | $7,752,289 | -0.8% | 98,932 | +0.8% | 2.83% | -4.7% |
| COST | Buy | COSTCO WHSL CORP NEW | $7,271,752 | +13.4% | 14,635 | +4.2% | 2.66% | +9.0% |
| PEP | Sell | PEPSICO INC | $6,433,060 | +0.5% | 35,288 | -0.5% | 2.35% | -3.5% |
| PFE | Sell | PFIZER INC | $5,207,472 | -20.8% | 127,634 | -0.5% | 1.90% | -23.9% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $5,170,193 | +1.0% | 33,571 | -0.4% | 1.89% | -3.0% |
| MRK | Sell | MERCK & CO INC | $4,997,579 | -7.2% | 46,974 | -3.3% | 1.82% | -10.9% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $4,990,190 | -1.2% | 36,132 | +0.5% | 1.82% | -5.0% |
| JNJ | Sell | JOHNSON & JOHNSON | $4,800,347 | -13.5% | 30,970 | -1.4% | 1.75% | -16.9% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $4,709,954 | +17.5% | 45,406 | -0.1% | 1.72% | +12.9% |
| WMT | Buy | WALMART INC | $4,588,751 | +6.0% | 31,121 | +1.9% | 1.68% | +1.8% |
| ABBV | Sell | ABBVIE INC | $4,374,706 | -3.2% | 27,450 | -1.8% | 1.60% | -7.0% |
| PWR | Sell | QUANTA SVCS INC | $4,229,323 | +15.5% | 25,380 | -1.2% | 1.54% | +11.0% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $4,093,306 | +21.8% | 10,619 | +1.0% | 1.49% | +17.1% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $3,898,395 | -8.6% | 8,249 | +2.5% | 1.42% | -12.2% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $3,765,363 | +2.9% | 9,160 | -3.9% | 1.38% | -1.2% |
| DIS | Buy | DISNEY WALT CO | $3,671,467 | +20.0% | 36,667 | +4.1% | 1.34% | +15.2% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $3,572,231 | -1.8% | 33,860 | +0.7% | 1.30% | -5.6% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $3,468,566 | +7.7% | 23,984 | +5.2% | 1.27% | +3.5% |
| PHO | Sell | INVESCO EXCHANGE TRADED FD Twater res etf | $3,300,960 | +3.4% | 61,874 | -0.1% | 1.20% | -0.7% |
| AMZN | Buy | AMAZON COM INC | $3,279,286 | +24.2% | 31,748 | +1.0% | 1.20% | +19.3% |
| CVX | Buy | CHEVRON CORP NEW | $2,663,974 | -7.9% | 16,327 | +1.3% | 0.97% | -11.5% |
| FIW | Buy | FIRST TR EXCHANGE TRADED FDwtr etf | $2,654,249 | +8.0% | 31,738 | +2.5% | 0.97% | +3.7% |
| KO | Buy | COCA COLA CO | $2,604,485 | -2.1% | 41,987 | +0.4% | 0.95% | -5.9% |
| WM | WASTE MGMT INC DEL | $2,573,467 | +4.0% | 15,772 | 0.0% | 0.94% | -0.1% | |
| HD | Sell | HOME DEPOT INC | $2,541,793 | -12.7% | 8,613 | -6.6% | 0.93% | -16.2% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $2,514,561 | -3.7% | 10,545 | +0.2% | 0.92% | -7.5% |
| V | Sell | VISA INC | $2,414,225 | +7.1% | 10,708 | -1.3% | 0.88% | +2.9% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $2,377,840 | -5.1% | 61,143 | -3.8% | 0.87% | -8.8% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $2,338,026 | +4.7% | 5,711 | -2.2% | 0.85% | +0.7% |
| BA | Buy | BOEING CO | $2,332,161 | +14.1% | 10,978 | +2.3% | 0.85% | +9.5% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $2,330,205 | +28.7% | 14,034 | +15.4% | 0.85% | +23.7% |
| MCD | Buy | MCDONALDS CORP | $2,294,503 | +6.6% | 8,206 | +0.4% | 0.84% | +2.4% |
| SPYV | SPDR SER TRprtflo s&p500 vl | $2,270,893 | +4.7% | 55,769 | 0.0% | 0.83% | +0.6% | |
| NKE | Buy | NIKE INCcl b | $2,254,562 | +11.4% | 18,384 | +6.2% | 0.82% | +7.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,246,332 | -2.3% | 17,238 | +0.5% | 0.82% | -6.1% |
| DVY | Buy | ISHARES TRselect divid etf | $2,241,185 | +1.0% | 19,126 | +4.0% | 0.82% | -3.0% |
| HON | HONEYWELL INTL INC | $2,216,533 | -10.8% | 11,597 | 0.0% | 0.81% | -14.3% | |
| XOM | Sell | EXXON MOBIL CORP | $2,174,084 | -1.2% | 19,826 | -0.6% | 0.79% | -5.0% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $2,126,300 | -20.9% | 16,729 | -1.7% | 0.78% | -24.1% |
| BAC | Buy | BANK AMERICA CORP | $2,115,172 | -7.1% | 73,957 | +7.6% | 0.77% | -10.8% |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $2,082,784 | +5.1% | 41,300 | -1.5% | 0.76% | +0.9% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $2,004,513 | +17.3% | 8,036 | +0.2% | 0.73% | +12.8% |
| KNG | Buy | FIRST TR EXCHANGE-TRADED FDft cboe vest s&p | $2,004,874 | +12.1% | 38,975 | +11.4% | 0.73% | +7.8% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,976,147 | -1.4% | 13,290 | +0.5% | 0.72% | -5.3% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $1,764,377 | -5.7% | 25,456 | -2.1% | 0.64% | -9.4% |
| ABT | Sell | ABBOTT LABS | $1,688,803 | -11.1% | 16,678 | -3.6% | 0.62% | -14.5% |
| FTGC | Sell | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $1,655,340 | -9.5% | 70,470 | -5.7% | 0.60% | -13.1% |
| PM | PHILIP MORRIS INTL INC | $1,590,621 | -3.9% | 16,356 | 0.0% | 0.58% | -7.6% | |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $1,587,963 | +5.0% | 22,776 | +0.4% | 0.58% | +1.0% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $1,473,580 | +147.6% | 15,035 | +63.6% | 0.54% | +138.1% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $1,469,875 | +6.2% | 30,527 | -0.8% | 0.54% | +2.1% |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $1,442,155 | +8.8% | 26,050 | -0.4% | 0.53% | +4.6% |
| LYV | Buy | LIVE NATION ENTERTAINMENT IN | $1,420,020 | +6.9% | 20,286 | +6.5% | 0.52% | +2.6% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $1,361,588 | -5.0% | 7,019 | -14.8% | 0.50% | -8.6% |
| AXP | AMERICAN EXPRESS CO | $1,346,052 | +11.6% | 8,160 | 0.0% | 0.49% | +7.2% | |
| CVS | Sell | CVS HEALTH CORP | $1,322,941 | -21.2% | 17,803 | -1.2% | 0.48% | -24.3% |
| SBUX | Sell | STARBUCKS CORP | $1,307,530 | +0.6% | 12,557 | -4.1% | 0.48% | -3.4% |
| SDY | Sell | SPDR SER TRs&p divid etf | $1,302,976 | -4.4% | 10,533 | -3.3% | 0.48% | -8.1% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $1,299,307 | +0.9% | 3,906 | +0.5% | 0.47% | -3.1% |
| VFH | Sell | VANGUARD WORLD FDSfinancials etf | $1,291,963 | -6.9% | 16,587 | -1.1% | 0.47% | -10.4% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $1,247,566 | -1.3% | 15,024 | -2.0% | 0.46% | -5.2% |
| CSX | Buy | CSX CORP | $1,221,538 | -2.6% | 40,800 | +0.7% | 0.45% | -6.5% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $1,131,773 | +7.0% | 29,854 | -1.3% | 0.41% | +2.7% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $1,116,161 | +20.2% | 3,478 | -0.2% | 0.41% | +15.3% |
| VOO | Sell | VANGUARD INDEX FDS | $1,054,500 | +3.2% | 2,804 | -3.5% | 0.38% | -0.8% |
| CRM | Sell | SALESFORCE INC | $1,025,071 | +44.1% | 5,131 | -4.4% | 0.37% | +38.5% |
| IWF | ISHARES TRrus 1000 grw etf | $984,650 | +14.0% | 4,030 | 0.0% | 0.36% | +9.5% | |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $972,546 | +8.5% | 7,839 | -0.4% | 0.36% | +4.1% |
| ADSK | AUTODESK INC | $970,858 | +11.4% | 4,664 | 0.0% | 0.35% | +6.9% | |
| NEE | Buy | NEXTERA ENERGY INC | $961,746 | -7.6% | 12,477 | +0.2% | 0.35% | -11.1% |
| UL | UNILEVER PLCspon adr new | $954,422 | +3.1% | 18,379 | 0.0% | 0.35% | -1.1% | |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $909,656 | +18.0% | 6,024 | -2.8% | 0.33% | +13.3% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $883,339 | -5.5% | 15,090 | -6.6% | 0.32% | -9.3% |
| AVGO | Sell | BROADCOM INC | $853,249 | +12.2% | 1,330 | -2.2% | 0.31% | +7.6% |
| TGT | Sell | TARGET CORP | $839,910 | +1.4% | 5,071 | -8.8% | 0.31% | -2.5% |
| LMT | Sell | LOCKHEED MARTIN CORP | $839,096 | -7.0% | 1,775 | -4.3% | 0.31% | -10.8% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $778,643 | -5.2% | 3,447 | -2.7% | 0.28% | -9.0% |
| RAVI | Sell | FLEXSHARES TRflexshares ultra | $774,591 | -2.1% | 10,356 | -2.6% | 0.28% | -5.7% |
| ITA | Sell | ISHARES TRus aer def etf | $732,829 | +2.5% | 6,368 | -0.4% | 0.27% | -1.5% |
| SPTS | Buy | SPDR SER TRportfolio sh tsr | $734,404 | +3.6% | 25,125 | +2.4% | 0.27% | -0.4% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $720,039 | -3.1% | 7,353 | -0.2% | 0.26% | -6.7% |
| ACN | Sell | ACCENTURE PLC IRELAND | $695,947 | -4.0% | 2,435 | -10.4% | 0.25% | -8.0% |
| DGRO | Sell | ISHARES TRcore div grwth | $681,114 | -1.8% | 13,625 | -1.8% | 0.25% | -5.7% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $659,594 | +33.4% | 11,947 | +25.0% | 0.24% | +28.2% |
| VDE | Sell | VANGUARD WORLD FDSenergy etf | $649,969 | -6.1% | 5,690 | -0.3% | 0.24% | -9.9% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $641,774 | +15.9% | 6,171 | -1.1% | 0.23% | +11.4% |
| MO | Sell | ALTRIA GROUP INC | $629,543 | -2.6% | 14,109 | -0.2% | 0.23% | -6.5% |
| AMLP | Sell | ALPS ETF TRalerian mlp | $620,874 | -3.0% | 16,064 | -4.4% | 0.23% | -6.6% |
| VPU | Sell | VANGUARD WORLD FDSutilities etf | $606,602 | -6.6% | 4,112 | -2.9% | 0.22% | -10.5% |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $599,771 | -1.8% | 9,604 | -3.6% | 0.22% | -5.6% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $579,076 | +8.7% | 9,289 | +5.2% | 0.21% | +4.5% |
| ED | Sell | CONSOLIDATED EDISON INC | $560,148 | -0.2% | 5,855 | -0.6% | 0.20% | -4.2% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $556,099 | +5.6% | 1,765 | -3.2% | 0.20% | +1.5% |
| MGV | Sell | VANGUARD WORLD FDmega cap val etf | $549,347 | -6.1% | 5,438 | -4.4% | 0.20% | -9.5% |
| NUE | NUCOR CORP | $548,832 | +17.2% | 3,553 | 0.0% | 0.20% | +12.4% | |
| SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $533,026 | -10.6% | 14,027 | -6.9% | 0.20% | -13.7% |
| SHELL PLCspon ads | $527,387 | +1.0% | 9,166 | 0.0% | 0.19% | -2.5% | ||
| PRU | PRUDENTIAL FINL INC | $524,406 | -16.8% | 6,338 | 0.0% | 0.19% | -20.1% | |
| PFF | New | ISHARES TRpfd and incm sec | $522,373 | – | 16,732 | +100.0% | 0.19% | – |
| SNY | Sell | SANOFIsponsored adr | $512,691 | +4.1% | 9,421 | -7.4% | 0.19% | 0.0% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $498,176 | -2.8% | 6,535 | -4.2% | 0.18% | -6.7% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $492,170 | -5.5% | 2,508 | +0.3% | 0.18% | -9.1% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $489,513 | +5.1% | 1,347 | +0.5% | 0.18% | +1.1% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $490,600 | +3.0% | 2,750 | +0.6% | 0.18% | -1.1% |
| ASML | New | ASML HOLDING N V | $483,304 | – | 710 | +100.0% | 0.18% | – |
| LLY | LILLY ELI & CO | $478,384 | -6.1% | 1,393 | 0.0% | 0.18% | -9.8% | |
| ICE | INTERCONTINENTAL EXCHANGE IN | $471,912 | +1.7% | 4,525 | 0.0% | 0.17% | -2.3% | |
| UNP | Sell | UNION PAC CORP | $464,105 | -6.2% | 2,306 | -3.5% | 0.17% | -10.1% |
| CSCO | Sell | CISCO SYS INC | $453,798 | -9.5% | 8,681 | -17.5% | 0.17% | -12.6% |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $452,591 | +25.7% | 6,845 | 0.0% | 0.16% | +20.4% | |
| AMT | AMERICAN TOWER CORP NEW | $436,470 | -3.5% | 2,136 | 0.0% | 0.16% | -7.6% | |
| NOBL | PROSHARES TRs&p 500 dv arist | $429,284 | +1.4% | 4,705 | 0.0% | 0.16% | -2.5% | |
| CAT | Buy | CATERPILLAR INC | $416,946 | +0.8% | 1,822 | +5.6% | 0.15% | -3.2% |
| QCOM | Buy | QUALCOMM INC | $416,038 | +18.4% | 3,261 | +2.0% | 0.15% | +14.3% |
| FDX | Sell | FEDEX CORP | $403,195 | +22.6% | 1,765 | -7.1% | 0.15% | +17.6% |
| MKC | Sell | MCCORMICK & CO INC | $402,903 | -4.1% | 4,842 | -4.5% | 0.15% | -8.1% |
| DUK | DUKE ENERGY CORP NEW | $393,827 | -6.3% | 4,082 | 0.0% | 0.14% | -10.0% | |
| ICSH | Sell | ISHARES TRblackrock ultra | $381,800 | -10.9% | 7,598 | -11.3% | 0.14% | -14.7% |
| GILD | Sell | GILEAD SCIENCES INC | $374,610 | -5.4% | 4,515 | -2.2% | 0.14% | -9.3% |
| T | Sell | AT&T INC | $372,548 | +4.4% | 19,353 | -0.2% | 0.14% | 0.0% |
| NSC | Sell | NORFOLK SOUTHN CORP | $359,128 | -16.9% | 1,694 | -3.4% | 0.13% | -20.1% |
| VUSB | Sell | VANGUARD BD INDEX FDSvanguard ultra | $356,350 | -20.2% | 7,237 | -20.6% | 0.13% | -23.5% |
| Buy | FIRST TR EXCHANGE-TRADED FDcboe vest rising | $343,520 | +24.1% | 16,000 | +23.1% | 0.12% | +19.0% | |
| MMM | 3M CO | $338,770 | -12.3% | 3,223 | 0.0% | 0.12% | -15.6% | |
| VDC | Sell | VANGUARD WORLD FDSconsum stp etf | $335,951 | -7.6% | 1,736 | -8.5% | 0.12% | -10.9% |
| VIS | Sell | VANGUARD WORLD FDSindustrial etf | $335,488 | -9.2% | 1,761 | -13.0% | 0.12% | -12.9% |
| DNL | Buy | WISDOMTREE TRglb us qtly div | $328,098 | +35.8% | 9,250 | +23.3% | 0.12% | +30.4% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $321,876 | -49.4% | 984 | -46.9% | 0.12% | -51.2% |
| DE | Buy | DEERE & CO | $313,376 | +6.9% | 759 | +11.0% | 0.11% | +2.7% |
| MDT | Sell | MEDTRONIC PLC | $308,291 | -28.8% | 3,824 | -31.4% | 0.11% | -31.5% |
| PEJ | Sell | INVESCO EXCHANGE TRADED FD Tdynmc leisure | $276,489 | -8.1% | 6,795 | -17.7% | 0.10% | -11.4% |
| INTC | Sell | INTEL CORP | $276,995 | -6.7% | 8,479 | -24.5% | 0.10% | -10.6% |
| TEL | TE CONNECTIVITY LTD | $275,022 | +14.2% | 2,097 | 0.0% | 0.10% | +9.9% | |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $267,982 | -3.8% | 2,070 | +1.0% | 0.10% | -7.5% |
| IHE | ISHARES TRu.s. pharma etf | $269,400 | -5.8% | 1,537 | 0.0% | 0.10% | -10.1% | |
| MPW | Buy | MEDICAL PPTYS TRUST INC | $267,742 | +113.7% | 32,572 | +189.6% | 0.10% | +104.2% |
| NVDA | New | NVIDIA CORPORATION | $266,381 | – | 959 | +100.0% | 0.10% | – |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $264,725 | -4.4% | 3,196 | +0.9% | 0.10% | -7.6% |
| FCX | FREEPORT-MCMORAN INCcl b | $258,142 | +7.7% | 6,310 | 0.0% | 0.09% | +3.3% | |
| MS | Sell | MORGAN STANLEY | $256,376 | +0.7% | 2,920 | -2.5% | 0.09% | -3.1% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $253,160 | -1.1% | 5,289 | -2.0% | 0.09% | -5.2% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $250,577 | -7.6% | 7,794 | -1.7% | 0.09% | -11.7% |
| SYY | New | SYSCO CORP | $241,653 | – | 3,129 | +100.0% | 0.09% | – |
| JETS | New | ETF SER SOLUTIONSus glb jets | $231,701 | – | 12,437 | +100.0% | 0.08% | – |
| NFLX | New | NETFLIX INC | $226,842 | – | 657 | +100.0% | 0.08% | – |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $222,401 | +10.2% | 3,481 | +0.9% | 0.08% | +5.2% |
| ORCL | New | ORACLE CORP | $220,164 | – | 2,369 | +100.0% | 0.08% | – |
| VCR | New | VANGUARD WORLD FDSconsum dis etf | $217,446 | – | 861 | +100.0% | 0.08% | – |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $212,401 | -4.5% | 2,843 | -4.7% | 0.08% | -7.1% |
| DEO | New | DIAGEO PLCspon adr new | $211,437 | – | 1,167 | +100.0% | 0.08% | – |
| AMGN | Sell | AMGEN INC | $207,422 | -10.6% | 858 | -2.8% | 0.08% | -13.6% |
| COLLEGIUM PHARMACEUTICAL INCnote 2.625% 2/1 | $31,990 | +5.5% | 30,000 | 0.0% | 0.01% | 0.0% | ||
| BIOMARIN PHARMACEUTICAL INCnote 1.250% 5/1 | $31,055 | -4.6% | 30,000 | 0.0% | 0.01% | -8.3% | ||
| IQIYI INCnote 4.000%12/1 | $27,361 | +49.6% | 30,000 | 0.0% | 0.01% | +42.9% | ||
| CBSH | Exit | COMMERCE BANCSHARES INC | $0 | – | -2,967 | -100.0% | -0.08% | – |
| CI | Exit | CIGNA CORP NEW | $0 | – | -609 | -100.0% | -0.08% | – |
| SCHW | Exit | SCHWAB CHARLES CORP | $0 | – | -2,467 | -100.0% | -0.08% | – |
| LSXMK | Exit | LIBERTY MEDIA CORP DEL | $0 | – | -5,302 | -100.0% | -0.08% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -1,489 | -100.0% | -0.08% | – |
| BIL | Exit | SPDR SER TRbloomberg 1-3 mo | $0 | – | -3,084 | -100.0% | -0.11% | – |
| AXS | Exit | AXIS CAP HLDGS LTD | $0 | – | -5,700 | -100.0% | -0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
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.