Raab & Moskowitz Asset Management LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), Raab & Moskowitz Asset Management LLC reported 169 stock positions worth $407.4 million. Its top holding was Apple (AAPL) at 5.3% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 4.7%) and Vngrd Mrgstr MG CP GR ETF-Ui (MGK, 4.4%). Compared with Q3 2024, it opened 5 new positions, sold out of 3, added to 60 and reduced 75. The biggest buy was Amazon.com (AMZN, shares +13%) and the biggest sale Unitedhealth (UNH, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- Chatham, NJ
- CIK
- 0001616664
- Portfolio Value
- $407.4M (Q4 2024)
- SEC Filing
- 0001172661-25-000410 ↗ filed Jan 29, 2025
Holdings Value
Holdings 169 stocks · $407.4M
| AAPL Apple Inc. | 5.27% | 85,705 | $21.5M | Reduce -2.8% |
| VTI VG Morningstar TS MKT ETF-US | 4.73% | 66,554 | $19.3M | Reduce -1.2% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 4.35% | 51,633 | $17.7M | Reduce -1.6% |
| MSFT Microsoft Corp. | 3.72% | 35,910 | $15.1M | Add +5.2% |
| COST Costco Wholesale Corp. | 3.40% | 15,129 | $13.9M | Add +5.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.14% | 105,917 | $12.8M | Add +3.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.91% | 26,193 | $11.9M | Reduce -0.9% |
| RSP Invesco S&P 500 Equal Weight | 2.59% | 60,203 | $10.5M | Add +14.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.34% | 56,392 | $9.5M | Add +3.4% |
| VYM Vanguard High DVD Yield ETF | 2.26% | 72,195 | $9.2M | Add +7.0% |
| AMZN Amazon.com Inc. | 2.18% | 40,463 | $8.9M | Add +12.6% |
| WMT Walmart Inc. | 2.12% | 95,478 | $8.6M | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 1.88% | 40,429 | $7.7M | Add +2.3% |
| PFE Pfizer Inc. | 1.86% | 285,567 | $7.6M | Add +10.2% |
| PWR Quanta Services Inc. | 1.82% | 23,485 | $7.4M | Reduce -2.2% |
| VIG Vanguard Dividend Apprec ETF | 1.80% | 37,432 | $7.3M | Add +1.4% |
| PEP Pepsico Inc. | 1.74% | 46,693 | $7.1M | Add +12.2% |
| VGT Vanguard Info Tech ETF | 1.54% | 10,100 | $6.3M | Add +0.0% |
| DVY iShares Select Dividend ETF | 1.46% | 45,280 | $5.9M | Add +2.4% |
| MRK Merck & Co. Inc. | 1.38% | 56,307 | $5.6M | Add +17.7% |
| IVV iShares Core S&P 500 ETF | 1.18% | 8,138 | $4.8M | Reduce -0.3% |
| ABBV Abbvie Inc. | 1.15% | 26,302 | $4.7M | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 1.14% | 19,400 | $4.7M | Add +12.2% |
| HD Home Depot Inc. | 1.02% | 10,691 | $4.2M | Add +10.9% |
| PHO Invesco Water Resources ETF | 0.97% | 60,246 | $4.0M | Add +0.6% |
| UNH Unitedhealth Group Inc. | 0.96% | 7,723 | $3.9M | Reduce -2.5% |
| JNJ Johnson & Johnson | 0.95% | 26,720 | $3.9M | Reduce -4.9% |
| MAR Marriott International Class A | 0.94% | 13,701 | $3.8M | Reduce -2.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.94% | 86,700 | $3.8M | Add +11.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.89% | 8,847 | $3.6M | Reduce -10.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.83% | 5,794 | $3.4M | No change |
| V Visa Inc. Class A | 0.83% | 10,703 | $3.4M | Add +3.9% |
| FIW First Trust Water ETF | 0.82% | 32,906 | $3.4M | Reduce -0.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.81% | 64,448 | $3.3M | Add +2.1% |
| AVGO Broadcom Inc. | 0.80% | 14,124 | $3.3M | Add +6.6% |
| MCD McDonald's Corp. | 0.78% | 10,957 | $3.2M | Reduce -0.1% |
| PULS Pgim Ultra Short Bond ETF | 0.71% | 58,080 | $2.9M | Add +4.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.70% | 5,592 | $2.9M | Reduce -0.6% |
| VHT Vanguard Health Care ETF | 0.70% | 11,246 | $2.9M | Reduce -0.5% |
| VZ Verizon Communications Inc. | 0.68% | 69,737 | $2.8M | Reduce -1.5% |
| WM Waste Management Inc. | 0.65% | 13,056 | $2.6M | Reduce -0.2% |
| PNC PNC Financial Services Group | 0.63% | 13,385 | $2.6M | Reduce -1.3% |
| XOM Exxon Mobil Corp. | 0.62% | 23,525 | $2.5M | Add +0.9% |
| KO The Coca-Cola Co. | 0.60% | 39,156 | $2.4M | Reduce -6.0% |
| LYV Live Nation Entertainment Inc. | 0.59% | 18,607 | $2.4M | Reduce -3.0% |
| PG The Procter & Gamble Co. | 0.58% | 14,212 | $2.4M | Add +5.5% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.58% | 47,301 | $2.4M | Add +2.4% |
| HON Honeywell International Inc. | 0.57% | 10,257 | $2.3M | Reduce -1.4% |
| CVX Chevron Corp. | 0.57% | 15,925 | $2.3M | Reduce -1.3% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.55% | 31,600 | $2.3M | Reduce -0.1% |
| VPU Vanguard Utilities ETF | 0.54% | 13,447 | $2.2M | Add +6.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.53% | 24,739 | $2.2M | No change |
| AXP American Express Co. | 0.53% | 7,230 | $2.1M | Reduce -2.2% |
| BA The Boeing Co. | 0.52% | 11,936 | $2.1M | Add +12.6% |
| VOO Vanguard S&P 500 ETF | 0.51% | 3,837 | $2.1M | Add +6.1% |
| VFH Vanguard Financials ETF | 0.50% | 17,234 | $2.0M | Add +0.3% |
| LNG Cheniere Energy Inc. | 0.49% | 9,345 | $2.0M | Add +46.3% |
| CRM Salesforce Inc. | 0.48% | 5,869 | $2.0M | Add +19.7% |
| PM Philip Morris International | 0.48% | 16,189 | $1.9M | No change |
| PEG Public Service Enterprise GP | 0.48% | 22,999 | $1.9M | Add +3.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.48% | 28,080 | $1.9M | Reduce -0.6% |
| SCHD Schwab US DVD Equity ETF | 0.45% | 66,859 | $1.8M | Reduce -3.6% |
| AMD Advanced Micro Devices | 0.45% | 15,058 | $1.8M | Add +17.8% |
| ABT Abbott Laboratories | 0.44% | 15,977 | $1.8M | Add +0.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.44% | 16,129 | $1.8M | Reduce -3.5% |
| MDLZ Mondelez International Inc. Class A | 0.42% | 28,491 | $1.7M | Add +6.1% |
| IWF iShares Russell 1000 Growth | 0.40% | 4,105 | $1.6M | Reduce -5.7% |
| DGRW Wisdomtree U.S. Quality Divi | 0.39% | 19,772 | $1.6M | Add +1.1% |
| NKE Nike Inc. Class B | 0.38% | 20,341 | $1.5M | Add +42.5% |
| LLY Eli Lilly & Co. | 0.37% | 1,936 | $1.5M | Add +27.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.36% | 3,427 | $1.5M | Reduce -0.2% |
| FTGC First Trust Global Tactical | 0.34% | 57,187 | $1.4M | Reduce -7.5% |
| XLK SS Technology Select Sector | 0.33% | 5,853 | $1.4M | Reduce -0.2% |
| ADSK Autodesk Inc. | 0.33% | 4,578 | $1.4M | No change |
| EWJ iShares MSCI Japan ETF | 0.31% | 18,753 | $1.3M | Reduce -10.6% |
| QUAL iShares MSCI USA Quality Fac | 0.29% | 6,678 | $1.2M | Reduce -2.7% |
| GS Goldman Sachs Group Inc. | 0.28% | 2,001 | $1.1M | Add +81.6% |
| CSX CSX Corp. | 0.28% | 35,409 | $1.1M | Reduce -4.9% |
| SDY SS SPDR S&P Dividend ETF | 0.28% | 8,566 | $1.1M | No change |
| ITA iShares U.S. Aerospace & Def | 0.27% | 7,610 | $1.1M | Reduce -8.9% |
| GOOG Alphabet Inc. Class C | 0.27% | 5,682 | $1.1M | Reduce -3.2% |
| BMY Bristol-Myers Squibb Co. | 0.26% | 18,440 | $1.0M | Reduce -0.2% |
| NFLX Netflix Inc. | 0.25% | 1,159 | $1.0M | Add +4.3% |
| CMCSA Comcast Corp. Class A | 0.25% | 27,458 | $1.0M | Reduce -1.9% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.24% | 22,452 | $971K | Add +32.6% |
| NEE Nextera Energy Inc. | 0.23% | 13,153 | $943K | Add +0.9% |
| STZ Constellation Brands Inc. Class A | 0.22% | 4,079 | $901K | Add +43.6% |
| PRU Prudential Financial Inc. | 0.21% | 7,350 | $871K | Reduce -1.3% |
| MS Morgan Stanley | 0.21% | 6,874 | $864K | Add +88.7% |
| RTX RTX Corp. | 0.21% | 7,431 | $860K | Add +0.2% |
| AMLP Alerian MLP ETF | 0.21% | 17,668 | $851K | Add +3.5% |
| VXUS Vanguard Total Intl Stock | 0.21% | 14,332 | $845K | Reduce -6.1% |
| INDA iShares MSCI India ETF | 0.20% | 15,844 | $834K | Reduce -5.3% |
| ADBE Adobe Inc. | 0.20% | 1,846 | $821K | New |
| LMT Lockheed Martin Corp. | 0.20% | 1,688 | $820K | No change |
| UL Unilever PLC | 0.20% | 14,414 | $817K | Add +1.7% |
| VNQ Vanguard Real Estate ETF | 0.20% | 9,141 | $814K | Reduce -2.3% |
| VGSH Vanguard Short-Term Treasury | 0.19% | 13,039 | $759K | Reduce -7.2% |
| DGRO iShares Core Dividend Growth | 0.18% | 12,021 | $737K | Reduce -1.6% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.18% | 5,723 | $715K | Add +4.5% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $701K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 10,574 | $644K | New |
| IQIYI INC (IQ 4 12/15/26) | NOTE 4.000%12/1 · principal | 30,000 | $29K | No change |
| BIOMARIN PHARMACEUTICAL (BMRN 1.25 05/15/27) | NOTE 1.250% 5/1 · principal | 30,000 | $28K | No change |
Total filed on the 13F, all lines: $408.1M.
Portfolio Sells Q3 2024 → Q4 2024
| UNH Unitedhealth Group Inc. | Reduce -2.5% | 0.96% | −0.21 |
| JNJ Johnson & Johnson | Reduce -4.9% | 0.95% | −0.20 |
| ABBV Abbvie Inc. | Reduce -0.8% | 1.15% | −0.18 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.9% | 2.91% | −0.17 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.16 |
| EWW iShares MSCI Mexico ETF | Reduce -44.4% | 0.14% | −0.16 |
| KO The Coca-Cola Co. | Reduce -6.0% | 0.60% | −0.16 |
| VZ Verizon Communications Inc. | Reduce -1.5% | 0.68% | −0.12 |
| VHT Vanguard Health Care ETF | Reduce -0.5% | 0.70% | −0.11 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.2% | 4.73% | −0.10 |
| FIW First Trust Water ETF | Reduce -0.4% | 0.82% | −0.09 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −0.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -10.6% | 0.89% | −0.07 |
| EWJ iShares MSCI Japan ETF | Reduce -10.6% | 0.31% | −0.07 |
| MCD McDonald's Corp. | Reduce -0.1% | 0.78% | −0.07 |
| CIBR First Trust Nasdaq Cybersecu | Sold out | 0.00% | −0.05 |
| SCHD Schwab US DVD Equity ETF | Reduce -3.6% | 0.45% | −0.05 |
| CSX CSX Corp. | Reduce -4.9% | 0.28% | −0.04 |
| ITA iShares U.S. Aerospace & Def | Reduce -8.9% | 0.27% | −0.04 |
| INDA iShares MSCI India ETF | Reduce -5.3% | 0.20% | −0.04 |
| CMCSA Comcast Corp. Class A | Reduce -1.9% | 0.25% | −0.04 |
| VXUS Vanguard Total Intl Stock | Reduce -6.1% | 0.21% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -39.7% | 0.08% | −0.04 |
| WM Waste Management Inc. | Reduce -0.2% | 0.65% | −0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -2.7% | 0.17% | −0.04 |
| CVX Chevron Corp. | Reduce -1.3% | 0.57% | −0.04 |
| FTGC First Trust Global Tactical | Reduce -7.5% | 0.34% | −0.04 |
| VNQ Vanguard Real Estate ETF | Reduce -2.3% | 0.20% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -5.7% | 0.13% | −0.03 |
| SNY Sanofi-ADR | Reduce -1.7% | 0.10% | −0.03 |
| UPS United Parcel Service Class B | Reduce -5.3% | 0.14% | −0.03 |
| VGSH Vanguard Short-Term Treasury | Reduce -7.2% | 0.19% | −0.02 |
| PFF iShares Preferred & Income S | Reduce -6.1% | 0.15% | −0.02 |
| AMGN Amgen Inc. | Reduce -10.1% | 0.05% | −0.02 |
| QUAL iShares MSCI USA Quality Fac | Reduce -2.7% | 0.29% | −0.02 |
| CAT Caterpillar Inc. | Reduce -0.6% | 0.15% | −0.02 |
| SBUX Starbucks Corp. | Reduce -0.4% | 0.16% | −0.02 |
| SHEL Shell PLC-ADR | Reduce -8.8% | 0.09% | −0.02 |
| TGT Target Corp. | Reduce -1.7% | 0.08% | −0.02 |
| UNP Union Pacific Corp. | Reduce -0.7% | 0.13% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -0.3% | 1.18% | −0.02 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -15.3% | 0.07% | −0.02 |
| PRU Prudential Financial Inc. | Reduce -1.3% | 0.21% | −0.01 |
| RAVI NT Ultrashrt Fi ETF | Reduce -4.7% | 0.15% | −0.01 |
| DGRO iShares Core Dividend Growth | Reduce -1.6% | 0.18% | −0.01 |
| VCIT Vanguard Int-Term Corporate | Reduce -7.0% | 0.08% | −0.01 |
| DNL Wisdmtree GB Ex-US QL GR-Usd | Reduce -1.4% | 0.09% | −0.01 |
| MMM 3M Co. | Reduce -6.8% | 0.07% | −0.01 |
| K Kellanova | Reduce -6.2% | 0.12% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -9.2% | 0.16% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| AMZN Amazon.com Inc. | Add +12.6% | 2.18% | +0.48 |
| AVGO Broadcom Inc. | Add +6.6% | 0.80% | +0.23 |
| GOOGL Alphabet Inc. Class A | Add +2.3% | 1.88% | +0.22 |
| JPM JPMorgan Chase & Co. | Add +12.2% | 1.14% | +0.22 |
| RSP Invesco S&P 500 Equal Weight | Add +14.6% | 2.59% | +0.21 |
| LNG Cheniere Energy Inc. | Add +46.3% | 0.49% | +0.20 |
| ADBE Adobe Inc. | New | 0.20% | +0.20 |
| WMT Walmart Inc. | Add +0.8% | 2.12% | +0.18 |
| COST Costco Wholesale Corp. | Add +5.3% | 3.40% | +0.18 |
| BAC Bank of America Corp. | Add +11.1% | 0.94% | +0.15 |
| SCHW Schwab (charles) Corp. | New | 0.15% | +0.15 |
| GS Goldman Sachs Group Inc. | Add +81.6% | 0.28% | +0.14 |
| CRM Salesforce Inc. | Add +19.7% | 0.48% | +0.14 |
| MS Morgan Stanley | Add +88.7% | 0.21% | +0.12 |
| V Visa Inc. Class A | Add +3.9% | 0.83% | +0.11 |
| BA The Boeing Co. | Add +12.6% | 0.52% | +0.11 |
| TJX TJX Companies Inc. | Add +3.2% | 3.14% | +0.09 |
| VYM Vanguard High DVD Yield ETF | Add +7.0% | 2.26% | +0.07 |
| NKE Nike Inc. Class B | Add +42.5% | 0.38% | +0.06 |
| NFLX Netflix Inc. | Add +4.3% | 0.25% | +0.05 |
| AGG iShares Core U.S. Aggregate | New | 0.05% | +0.05 |
| JETS US Global Jets ETF | New | 0.05% | +0.05 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Add +32.6% | 0.24% | +0.04 |
| VGT Vanguard Info Tech ETF | Add +0.0% | 1.54% | +0.04 |
| STZ Constellation Brands Inc. Class A | Add +43.6% | 0.22% | +0.04 |
| HD Home Depot Inc. | Add +10.9% | 1.02% | +0.03 |
| LLY Eli Lilly & Co. | Add +27.9% | 0.37% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +6.1% | 0.51% | +0.02 |
| VFH Vanguard Financials ETF | Add +0.3% | 0.50% | +0.02 |
| KHC The Kraft Heinz Co. | Add +41.7% | 0.11% | +0.02 |
| IAG Iamgold Corp. | New | 0.01% | +0.01 |
| VDE Vanguard Energy ETF | Add +11.8% | 0.17% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Add +17.3% | 0.07% | +0.01 |
| META Meta Platforms Inc. Class A | Add +10.1% | 0.09% | +0.01 |
| PULS Pgim Ultra Short Bond ETF | Add +4.7% | 0.71% | +0.01 |
| T AT&T Inc. | Add +7.2% | 0.10% | +0.01 |
| AMLP Alerian MLP ETF | Add +3.5% | 0.21% | +0.01 |
| ACN Accenture PLC Class A | Add +4.3% | 0.08% | +0.00 |
| MRK Merck & Co. Inc. | Add +17.7% | 1.38% | −0.00 |
| ORCL Oracle Corp. | Add +4.0% | 0.10% | −0.00 |
| MSFT Microsoft Corp. | Add +5.2% | 3.72% | −0.00 |
| MKC McCormick & Co.-Non VTG SHRS | Add +7.2% | 0.06% | −0.00 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +4.5% | 0.18% | −0.00 |
| ASML ASML Holding NV-NY Reg SHS | Add +20.2% | 0.13% | −0.00 |
| TEL Te Connectivity PLC | Add +3.1% | 0.07% | −0.00 |
| VDC Vanguard Consumer Staple ETF | Add +2.1% | 0.13% | −0.01 |
| PG The Procter & Gamble Co. | Add +5.5% | 0.58% | −0.01 |
| ABT Abbott Laboratories | Add +0.4% | 0.44% | −0.02 |
| RTX RTX Corp. | Add +0.2% | 0.21% | −0.02 |
| VPU Vanguard Utilities ETF | Add +6.6% | 0.54% | −0.02 |
Notes & Other Activity Q3 2024 → Q4 2024
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | New | 10,574 | $644K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 192 | $496.8M | VTI, AAPL, MGK, PWR, VYM |
| Q1 2026 | 186 | $449.3M | VTI, AAPL, MGK, TJX, COST |
| Q4 2025 | 188 | $456.8M | AAPL, VTI, MGK, MSFT, TJX |
| Q3 2025 | 187 | $446.8M | VTI, AAPL, MGK, MSFT, TJX |
| Q2 2025 | 184 | $419.3M | VTI, MGK, AAPL, MSFT, COST |
| Q1 2025 | 174 | $396.8M | VTI, AAPL, MGK, BRK.B, COST |
| Q4 2024 | 169 | $407.4M | AAPL, VTI, MGK, MSFT, COST |
| Q3 2024 | 167 | $394.9M | AAPL, VTI, MGK, MSFT, COST |
| Q2 2024 | 165 | $368.0M | AAPL, VTI, MGK, MSFT, COST |
| Q1 2024 | 166 | $357.5M | VTI, AAPL, MGK, MSFT, BRK.B |