Raab & Moskowitz Asset Management LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Raab & Moskowitz Asset Management LLC reported 184 stock positions worth $419.3 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 5.0% of the portfolio, followed by Vngrd Mrgstr MG CP GR ETF-Ui (MGK, 4.1%) and Apple (AAPL, 4.0%). Compared with Q1 2025, it opened 13 new positions, sold out of 3, added to 44 and reduced 105. The biggest buy was iShares Expanded Tech-Softwa (IGV, shares +206%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Chatham, NJ
- CIK
- 0001616664
- Portfolio Value
- $419.3M (Q2 2025)
- SEC Filing
- 0001172661-25-003142 ↗ filed Aug 13, 2025
Holdings Value
Holdings 184 stocks · $419.3M
| VTI VG Morningstar TS MKT ETF-US | 4.97% | 68,561 | $20.8M | Add +0.1% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 4.15% | 47,505 | $17.4M | Reduce -1.7% |
| AAPL Apple Inc. | 3.98% | 81,329 | $16.7M | Reduce -1.1% |
| MSFT Microsoft Corp. | 3.96% | 33,382 | $16.6M | Reduce -3.7% |
| COST Costco Wholesale Corp. | 3.39% | 14,373 | $14.2M | Reduce -1.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.02% | 26,089 | $12.7M | Reduce -0.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.99% | 101,451 | $12.5M | Reduce -1.6% |
| RSP Invesco S&P 500 Equal Weight | 2.49% | 57,524 | $10.5M | Reduce -2.9% |
| VYM Vanguard High DVD Yield ETF | 2.33% | 73,150 | $9.8M | Reduce -2.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.28% | 54,044 | $9.6M | Reduce -3.5% |
| WMT Walmart Inc. | 2.13% | 91,492 | $8.9M | Reduce -2.4% |
| PWR Quanta Services Inc. | 2.08% | 23,047 | $8.7M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 2.07% | 39,527 | $8.7M | Reduce -0.4% |
| DVY iShares Select Dividend ETF | 1.89% | 59,587 | $7.9M | Add +7.0% |
| VIG Vanguard Dividend Apprec ETF | 1.72% | 35,301 | $7.2M | Reduce -2.7% |
| PFE Pfizer Inc. | 1.64% | 284,104 | $6.9M | Reduce -2.7% |
| GOOGL Alphabet Inc. Class A | 1.57% | 37,247 | $6.6M | Reduce -3.0% |
| VGT Vanguard Info Tech ETF | 1.51% | 9,547 | $6.3M | Reduce -0.7% |
| PEP Pepsico Inc. | 1.44% | 45,808 | $6.0M | Reduce -3.0% |
| JPM JPMorgan Chase & Co. | 1.23% | 17,837 | $5.2M | Reduce -7.0% |
| ABBV Abbvie Inc. | 1.16% | 26,210 | $4.9M | Add +0.5% |
| IVV iShares Core S&P 500 ETF | 1.12% | 7,581 | $4.7M | Reduce -2.6% |
| MRK Merck & Co. Inc. | 1.10% | 58,030 | $4.6M | Reduce -1.1% |
| PHO Invesco Water Resources ETF | 1.01% | 60,297 | $4.2M | Reduce -0.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.94% | 83,591 | $4.0M | Reduce -1.7% |
| HD Home Depot Inc. | 0.91% | 10,440 | $3.8M | Reduce -1.8% |
| JNJ Johnson & Johnson | 0.89% | 24,549 | $3.7M | Reduce -2.2% |
| AVGO Broadcom Inc. | 0.89% | 13,512 | $3.7M | Reduce -6.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.87% | 8,280 | $3.6M | Reduce -3.2% |
| FIW First Trust Water ETF | 0.84% | 32,762 | $3.5M | Add +0.1% |
| V Visa Inc. Class A | 0.84% | 9,886 | $3.5M | Reduce -1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.83% | 5,614 | $3.5M | Reduce -2.2% |
| PULS Pgim Ultra Short Bond ETF | 0.80% | 67,612 | $3.4M | Add +9.3% |
| MCD McDonald's Corp. | 0.74% | 10,627 | $3.1M | Reduce -1.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.73% | 5,563 | $3.1M | Reduce -0.1% |
| MAR Marriott International Class A | 0.73% | 11,207 | $3.1M | Reduce -10.4% |
| PM Philip Morris International | 0.71% | 16,419 | $3.0M | Add +0.4% |
| VZ Verizon Communications Inc. | 0.70% | 67,774 | $2.9M | Reduce -1.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.68% | 54,553 | $2.9M | Reduce -7.0% |
| VHT Vanguard Health Care ETF | 0.66% | 11,106 | $2.8M | Reduce -0.1% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.65% | 55,348 | $2.7M | Reduce -0.1% |
| WM Waste Management Inc. | 0.64% | 11,768 | $2.7M | Reduce -0.7% |
| CVX Chevron Corp. | 0.62% | 18,153 | $2.6M | Reduce -0.2% |
| XOM Exxon Mobil Corp. | 0.61% | 23,826 | $2.6M | Add +1.9% |
| LNG Cheniere Energy Inc. | 0.59% | 10,160 | $2.5M | Add +0.4% |
| VPU Vanguard Utilities ETF | 0.57% | 13,445 | $2.4M | Reduce -2.4% |
| CRM Salesforce Inc. | 0.56% | 8,668 | $2.4M | Add +30.9% |
| HON Honeywell International Inc. | 0.56% | 10,028 | $2.3M | Reduce -1.6% |
| KO The Coca-Cola Co. | 0.56% | 32,963 | $2.3M | Reduce -2.2% |
| PG The Procter & Gamble Co. | 0.55% | 14,557 | $2.3M | Reduce -3.0% |
| LYV Live Nation Entertainment Inc. | 0.55% | 15,214 | $2.3M | Reduce -9.6% |
| BA The Boeing Co. | 0.55% | 10,951 | $2.3M | Reduce -17.4% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.55% | 30,618 | $2.3M | Reduce -2.3% |
| UNH Unitedhealth Group Inc. | 0.54% | 7,232 | $2.3M | Reduce -3.0% |
| PNC PNC Financial Services Group | 0.53% | 11,825 | $2.2M | Reduce -4.5% |
| AXP American Express Co. | 0.53% | 6,902 | $2.2M | Reduce -3.5% |
| VOO Vanguard S&P 500 ETF | 0.52% | 3,849 | $2.2M | Add +8.0% |
| MDLZ Mondelez International Inc. Class A | 0.52% | 32,223 | $2.2M | Reduce -1.7% |
| VFH Vanguard Financials ETF | 0.51% | 16,939 | $2.2M | Reduce -4.8% |
| ABT Abbott Laboratories | 0.51% | 15,739 | $2.1M | Add +0.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.48% | 20,959 | $2.0M | Reduce -4.8% |
| PEG Public Service Enterprise GP | 0.47% | 23,409 | $2.0M | Add +0.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.46% | 26,705 | $1.9M | Reduce -2.0% |
| SCHD Schwab US DVD Equity ETF | 0.44% | 70,159 | $1.9M | Add +3.7% |
| IGV iShares Expanded Tech-Softwa | 0.44% | 16,812 | $1.8M | Add +206.3% |
| VXUS Vanguard Total Intl Stock | 0.41% | 25,056 | $1.7M | Add +80.1% |
| IWF iShares Russell 1000 Growth | 0.41% | 4,076 | $1.7M | No change |
| AMD Advanced Micro Devices | 0.39% | 11,630 | $1.7M | Reduce -20.9% |
| DGRW Wisdomtree U.S. Quality Divi | 0.38% | 19,178 | $1.6M | Add +0.3% |
| LLY Eli Lilly & Co. | 0.38% | 2,023 | $1.6M | Add +1.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.37% | 12,494 | $1.5M | Reduce -13.8% |
| NFLX Netflix Inc. | 0.36% | 1,140 | $1.5M | Reduce -5.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.36% | 3,388 | $1.5M | Reduce -0.9% |
| EWJ iShares MSCI Japan ETF | 0.35% | 19,639 | $1.5M | Reduce -2.4% |
| NKE Nike Inc. Class B | 0.35% | 20,495 | $1.5M | Reduce -3.9% |
| FTGC First Trust Global Tactical | 0.35% | 58,756 | $1.4M | Add +1.0% |
| ADSK Autodesk Inc. | 0.34% | 4,578 | $1.4M | No change |
| GS Goldman Sachs Group Inc. | 0.34% | 1,987 | $1.4M | Reduce -1.6% |
| ITA iShares U.S. Aerospace & Def | 0.31% | 6,804 | $1.3M | Reduce -3.5% |
| QUAL iShares MSCI USA Quality Fac | 0.30% | 6,854 | $1.3M | Add +19.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.27% | 1,414 | $1.1M | Add +13.8% |
| MS Morgan Stanley | 0.27% | 8,005 | $1.1M | Reduce -1.0% |
| XLK SS Technology Select Sector | 0.26% | 4,319 | $1.1M | Reduce -1.1% |
| SDY SS SPDR S&P Dividend ETF | 0.26% | 7,883 | $1.1M | Reduce -1.4% |
| PAAA Pgim Aaa Clo ETF | 0.25% | 20,131 | $1.0M | Add +21.9% |
| RTX RTX Corp. | 0.25% | 7,042 | $1.0M | Add +0.7% |
| GOOG Alphabet Inc. Class C | 0.24% | 5,657 | $1.0M | Reduce -0.7% |
| MET Metlife Inc. | 0.24% | 12,386 | $996K | New |
| BMY Bristol-Myers Squibb Co. | 0.24% | 21,420 | $992K | Add +33.9% |
| CMCSA Comcast Corp. Class A | 0.23% | 27,608 | $985K | Add +1.1% |
| STX Seagate Technology Holdings | 0.23% | 6,651 | $960K | No change |
| NEE Nextera Energy Inc. | 0.22% | 13,206 | $917K | Reduce -0.2% |
| CSX CSX Corp. | 0.22% | 27,773 | $906K | Reduce -12.9% |
| UL Unilever PLC | 0.21% | 14,252 | $872K | Add +0.0% |
| INDA iShares MSCI India ETF | 0.21% | 15,541 | $865K | Add +1.2% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.21% | 20,320 | $862K | Reduce -15.9% |
| AMLP Alerian MLP ETF | 0.20% | 17,438 | $852K | Reduce -3.4% |
| ICE Intercontinental Exchange Inc. | 0.20% | 4,557 | $836K | No change |
| DGRO iShares Core Dividend Growth | 0.18% | 12,110 | $774K | Add +0.0% |
| VNQ Vanguard Real Estate ETF | 0.18% | 8,589 | $765K | Reduce -0.8% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $483K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 7,097 | $483K | Reduce -41.8% |
Total filed on the 13F, all lines: $419.8M.
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -1.1% | 3.98% | −0.62 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.3% | 3.02% | −0.49 |
| UNH Unitedhealth Group Inc. | Reduce -3.0% | 0.54% | −0.45 |
| PEP Pepsico Inc. | Reduce -3.0% | 1.44% | −0.34 |
| MRK Merck & Co. Inc. | Reduce -1.1% | 1.10% | −0.23 |
| PRU Prudential Financial Inc. | Reduce -63.7% | 0.11% | −0.22 |
| PFE Pfizer Inc. | Reduce -2.7% | 1.64% | −0.22 |
| TJX TJX Companies Inc. | Reduce -1.6% | 2.99% | −0.18 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.16 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -3.5% | 2.28% | −0.16 |
| JNJ Johnson & Johnson | Reduce -2.2% | 0.89% | −0.15 |
| CVX Chevron Corp. | Reduce -0.2% | 0.62% | −0.15 |
| VYM Vanguard High DVD Yield ETF | Reduce -2.6% | 2.33% | −0.11 |
| MCD McDonald's Corp. | Reduce -1.6% | 0.74% | −0.11 |
| COST Costco Wholesale Corp. | Reduce -1.8% | 3.39% | −0.10 |
| RSP Invesco S&P 500 Equal Weight | Reduce -2.9% | 2.49% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -3.0% | 0.55% | −0.09 |
| SCHW Schwab (charles) Corp. | Reduce -57.7% | 0.08% | −0.09 |
| VZ Verizon Communications Inc. | Reduce -1.3% | 0.70% | −0.09 |
| VHT Vanguard Health Care ETF | Reduce -0.1% | 0.66% | −0.08 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -7.0% | 0.68% | −0.07 |
| HD Home Depot Inc. | Reduce -1.8% | 0.91% | −0.07 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Reduce -15.9% | 0.21% | −0.06 |
| STZ Constellation Brands Inc. Class A | Reduce -32.6% | 0.08% | −0.06 |
| KNG FT Vest S&P 500 DVD Arst TRG | Reduce -0.1% | 0.65% | −0.06 |
| TGT Target Corp. | Sold out | 0.00% | −0.06 |
| SPTS SS SPDR P St Term TSY ETF | Sold out | 0.00% | −0.05 |
| KO The Coca-Cola Co. | Reduce -2.2% | 0.56% | −0.05 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.7% | 1.72% | −0.05 |
| SBUX Starbucks Corp. | Reduce -18.6% | 0.13% | −0.05 |
| WM Waste Management Inc. | Reduce -0.7% | 0.64% | −0.05 |
| V Visa Inc. Class A | Reduce -1.4% | 0.84% | −0.05 |
| UPS United Parcel Service Class B | Reduce -11.5% | 0.14% | −0.04 |
| MDLZ Mondelez International Inc. Class A | Reduce -1.7% | 0.52% | −0.04 |
| VDE Vanguard Energy ETF | Reduce -8.0% | 0.15% | −0.04 |
| AMLP Alerian MLP ETF | Reduce -3.4% | 0.20% | −0.03 |
| KHC The Kraft Heinz Co. | Reduce -14.8% | 0.07% | −0.03 |
| K Kellanova | Reduce -23.3% | 0.08% | −0.03 |
| PFF iShares Preferred & Income S | Reduce -16.4% | 0.11% | −0.03 |
| VPU Vanguard Utilities ETF | Reduce -2.4% | 0.57% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -11.6% | 0.16% | −0.03 |
| PNC PNC Financial Services Group | Reduce -4.5% | 0.53% | −0.02 |
| BA The Boeing Co. | Reduce -17.4% | 0.55% | −0.02 |
| VFH Vanguard Financials ETF | Reduce -4.8% | 0.51% | −0.02 |
| MAR Marriott International Class A | Reduce -10.4% | 0.73% | −0.02 |
| CSX CSX Corp. | Reduce -12.9% | 0.22% | −0.02 |
| MO Altria Group Inc. | Reduce -2.4% | 0.18% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -1.4% | 0.26% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -0.2% | 0.22% | −0.02 |
| XLV SS Health Care Select Sector | Reduce -5.0% | 0.08% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| IGV iShares Expanded Tech-Softwa | Add +206.3% | 0.44% | +0.32 |
| MET Metlife Inc. | New | 0.24% | +0.24 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 4.97% | +0.23 |
| VXUS Vanguard Total Intl Stock | Add +80.1% | 0.41% | +0.20 |
| GIND Goldman Sachs India Eqty ETF | New | 0.13% | +0.13 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.12% | +0.12 |
| VIK Viking Holdings Ltd. | New | 0.12% | +0.12 |
| CRM Salesforce Inc. | Add +30.9% | 0.56% | +0.12 |
| GLD SPDR Gold Shares | New | 0.09% | +0.09 |
| EUFN iShares MSCI Europe Financia | New | 0.08% | +0.08 |
| EPD Enterprise Products Partners | New | 0.08% | +0.08 |
| ASML ASML Holding NV-NY Reg SHS | Add +13.8% | 0.27% | +0.06 |
| GEV GE Vernova Inc. | New | 0.06% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +8.0% | 0.52% | +0.06 |
| PM Philip Morris International | Add +0.4% | 0.71% | +0.06 |
| AGG iShares Core U.S. Aggregate | New | 0.06% | +0.06 |
| CAVA Cava Group Inc. | New | 0.06% | +0.06 |
| ORCL Oracle Corp. | Add +10.5% | 0.15% | +0.06 |
| JCI Johnson Controls Internation | New | 0.05% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +16.0% | 0.16% | +0.05 |
| QUAL iShares MSCI USA Quality Fac | Add +19.6% | 0.30% | +0.05 |
| IBTG iShares Ibonds Dec 2026 Term | New | 0.05% | +0.05 |
| FXY Invesco Currencyshares Japan | New | 0.05% | +0.05 |
| META Meta Platforms Inc. Class A | Add +18.7% | 0.15% | +0.04 |
| TSLA Tesla Inc. | Add +26.9% | 0.11% | +0.04 |
| PAAA Pgim Aaa Clo ETF | Add +21.9% | 0.25% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +3.2% | 0.09% | +0.03 |
| PULS Pgim Ultra Short Bond ETF | Add +9.3% | 0.80% | +0.03 |
| CAT Caterpillar Inc. | Add +0.6% | 0.16% | +0.02 |
| GE General Electric | Add +1.1% | 0.09% | +0.02 |
| FIW First Trust Water ETF | Add +0.1% | 0.84% | +0.01 |
| T AT&T Inc. | Add +13.1% | 0.15% | +0.01 |
| RTX RTX Corp. | Add +0.7% | 0.25% | +0.01 |
| USMV iShares MSCI USA Min Vol Fac | Add +22.8% | 0.07% | +0.01 |
| INDA iShares MSCI India ETF | Add +1.2% | 0.21% | +0.01 |
| CSCO Cisco Systems Inc. | Add +2.1% | 0.09% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.9% | 0.07% | +0.00 |
| DVY iShares Select Dividend ETF | Add +7.0% | 1.89% | +0.00 |
| DE Deere & Co. | Add +0.9% | 0.08% | +0.00 |
| LNG Cheniere Energy Inc. | Add +0.4% | 0.59% | −0.00 |
| DGRW Wisdomtree U.S. Quality Divi | Add +0.3% | 0.38% | −0.00 |
| DGRO iShares Core Dividend Growth | Add +0.0% | 0.18% | −0.00 |
| DUK Duke Energy Corp. | Add +3.6% | 0.08% | −0.00 |
| UL Unilever PLC | Add +0.0% | 0.21% | −0.01 |
| AMGN Amgen Inc. | Add +6.1% | 0.06% | −0.01 |
| XLE SS Energy Select Sector | Add +5.0% | 0.08% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Add +33.9% | 0.24% | −0.01 |
| ABT Abbott Laboratories | Add +0.1% | 0.51% | −0.02 |
| ED Consolidated Edison Inc. | Add +2.5% | 0.11% | −0.02 |
| PEG Public Service Enterprise GP | Add +0.0% | 0.47% | −0.02 |
Notes & Other Activity Q1 2025 → Q2 2025
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | Reduce -41.8% | 7,097 | $483K |
| IQIYI INC (IQ 4 12/15/26) | NOTE 4.000%12/1 · principal | Sold out | 30,000 | $30Kbefore exit |
| BIOMARIN PHARMACEUTICAL (BMRN 1.25 05/15/27) | NOTE 1.250% 5/1 · principal | Sold out | 30,000 | $28Kbefore exit |
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 |