Raab & Moskowitz Asset Management LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 18, 2025), Raab & Moskowitz Asset Management LLC reported 187 stock positions worth $446.8 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 5.0% of the portfolio, followed by Apple (AAPL, 4.7%) and Vngrd Mrgstr MG CP GR ETF-Ui (MGK, 4.3%). Compared with Q2 2025, it opened 8 new positions, sold out of 5, added to 56 and reduced 105. The biggest buy was Apple (AAPL, shares +2%) and the biggest sale Costco Wholesale (COST, shares −2%).

Most Recent 13F
Q2 2026
Location
Chatham, NJ
CIK
0001616664
Portfolio Value
$446.8M (Q3 2025)
SEC Filing
0001172661-25-005201 ↗ filed Nov 18, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $357.5M Q1 2024 Q2 2024: $368.0M Q2 2024 Q3 2024: $394.9M Q3 2024 Q4 2024: $407.4M Q4 2024 Q1 2025: $396.8M Q1 2025 Q2 2025: $419.3M Q2 2025 Q3 2025: $446.8M $446.8M Q3 2025 Q4 2025: $456.8M Q4 2025 Q1 2026: $449.3M Q1 2026 Q2 2026: $496.8M Q2 2026

Holdings 187 stocks · $446.8M

VTI VG Morningstar TS MKT ETF-US 5.00% 68,092 $22.3M Reduce -0.7%
AAPL Apple Inc. 4.72% 82,836 $21.1M Add +1.9%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 4.26% 47,266 $19.0M Reduce -0.5%
MSFT Microsoft Corp. 3.82% 32,930 $17.1M Reduce -1.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW 3.23% 99,819 $14.4M Reduce -1.6%
COST Costco Wholesale Corp. 2.93% 14,140 $13.1M Reduce -1.6%
BRK.B Berkshire Hathaway Inc. Class B 2.84% 25,221 $12.7M Reduce -3.3%
RSP Invesco S&P 500 Equal Weight 2.47% 58,183 $11.0M Add +1.1%
VYM Vanguard High DVD Yield ETF 2.42% 76,667 $10.8M Add +4.8%
VTV Vanguard Mrngstr Val ETF-Aui 2.22% 53,097 $9.9M Reduce -1.8%
WMT Walmart Inc. 2.11% 91,305 $9.4M Reduce -0.2%
PWR Quanta Services Inc. 2.10% 22,638 $9.4M Reduce -1.8%
DVY iShares Select Dividend ETF 2.00% 63,021 $9.0M Add +5.8%
AMZN Amazon.com Inc. 1.93% 39,295 $8.6M Reduce -0.6%
GOOGL Alphabet Inc. Class A 1.89% 34,713 $8.4M Reduce -6.8%
VIG Vanguard Dividend Apprec ETF 1.68% 34,705 $7.5M Reduce -1.7%
PFE Pfizer Inc. 1.60% 280,874 $7.2M Reduce -1.1%
VGT Vanguard Info Tech ETF 1.59% 9,536 $7.1M Reduce -0.1%
PEP Pepsico Inc. 1.44% 45,797 $6.4M Reduce -0.0%
ABBV Abbvie Inc. 1.35% 26,044 $6.0M Reduce -0.6%
JPM JPMorgan Chase & Co. 1.26% 17,782 $5.6M Reduce -0.3%
IVV iShares Core S&P 500 ETF 1.13% 7,548 $5.1M Reduce -0.4%
JNJ Johnson & Johnson 1.01% 24,368 $4.5M Reduce -0.7%
MRK Merck & Co. Inc. 1.00% 53,335 $4.5M Reduce -8.1%
AVGO Broadcom Inc. 0.97% 13,094 $4.3M Reduce -3.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.97% 83,599 $4.3M Add +0.0%
PHO Invesco Water Resources ETF 0.95% 59,001 $4.3M Reduce -2.1%
HD Home Depot Inc. 0.94% 10,376 $4.2M Reduce -0.6%
PULS Pgim Ultra Short Bond ETF 0.93% 83,060 $4.1M Add +22.9%
VUG Vanguard Mrngstar GR ETF-Sui 0.87% 8,097 $3.9M Reduce -2.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.81% 5,419 $3.6M Reduce -3.5%
FIW First Trust Water ETF 0.80% 31,645 $3.6M Reduce -3.4%
V Visa Inc. Class A 0.75% 9,760 $3.3M Reduce -1.3%
QQQ Invesco QQQ Trust Series 1 0.73% 5,406 $3.2M Reduce -2.8%
MCD McDonald's Corp. 0.72% 10,582 $3.2M Reduce -0.4%
SPYV SS SPDR P S&P 500 Value ETF 0.67% 54,498 $3.0M Reduce -0.1%
VZ Verizon Communications Inc. 0.64% 64,784 $2.8M Reduce -4.4%
KNG FT Vest S&P 500 DVD Arst TRG 0.63% 57,392 $2.8M Add +3.7%
VHT Vanguard Health Care ETF 0.63% 10,870 $2.8M Reduce -2.1%
CVX Chevron Corp. 0.61% 17,633 $2.7M Reduce -2.9%
XOM Exxon Mobil Corp. 0.60% 23,670 $2.7M Reduce -0.7%
PM Philip Morris International 0.60% 16,419 $2.7M No change
WM Waste Management Inc. 0.58% 11,683 $2.6M Reduce -0.7%
VPU Vanguard Utilities ETF 0.55% 13,069 $2.5M Reduce -2.8%
SPTM SS SPDR P S&P 1500 Comp ETF 0.55% 30,585 $2.5M Reduce -0.1%
SCHD Schwab US DVD Equity ETF 0.55% 90,285 $2.5M Add +28.7%
UNH Unitedhealth Group Inc. 0.55% 7,057 $2.4M Reduce -2.4%
MAR Marriott International Class A 0.54% 9,275 $2.4M Reduce -17.2%
PNC PNC Financial Services Group 0.53% 11,830 $2.4M Add +0.0%
LNG Cheniere Energy Inc. 0.53% 10,033 $2.4M Reduce -1.3%
BA The Boeing Co. 0.52% 10,853 $2.3M Reduce -0.9%
IGV iShares Expanded Tech-Softwa 0.52% 20,011 $2.3M Add +19.0%
AXP American Express Co. 0.51% 6,832 $2.3M Reduce -1.0%
PG The Procter & Gamble Co. 0.50% 14,487 $2.2M Reduce -0.5%
VFH Vanguard Financials ETF 0.50% 16,879 $2.2M Reduce -0.3%
VOO Vanguard S&P 500 ETF 0.50% 3,616 $2.2M Reduce -6.0%
SPYG SS SPDR P S&P 500 Growth ETF 0.49% 20,878 $2.2M Reduce -0.4%
KO The Coca-Cola Co. 0.48% 32,481 $2.2M Reduce -1.5%
VXUS Vanguard Total Intl Stock 0.48% 29,131 $2.1M Add +16.3%
ABT Abbott Laboratories 0.47% 15,601 $2.1M Reduce -0.9%
HON Honeywell International Inc. 0.46% 9,840 $2.1M Reduce -1.9%
SPYM Ste STR SPDR PT S&P 500 ETF 0.46% 26,412 $2.1M Reduce -1.1%
LYV Live Nation Entertainment Inc. 0.45% 12,245 $2.0M Reduce -19.5%
MDLZ Mondelez International Inc. Class A 0.45% 31,853 $2.0M Reduce -1.1%
IWF iShares Russell 1000 Growth 0.44% 4,198 $2.0M Add +3.0%
PEG Public Service Enterprise GP 0.44% 23,415 $2.0M Add +0.0%
QUAL iShares MSCI USA Quality Fac 0.44% 10,034 $2.0M Add +46.4%
LLY Eli Lilly & Co. 0.43% 2,494 $1.9M Add +23.3%
AMD Advanced Micro Devices 0.38% 10,489 $1.7M Reduce -9.8%
CRM Salesforce Inc. 0.37% 6,935 $1.6M Reduce -20.0%
STX Seagate Technology Holdings 0.35% 6,651 $1.6M No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.35% 3,356 $1.6M Reduce -0.9%
EWJ iShares MSCI Japan ETF 0.35% 19,333 $1.6M Reduce -1.6%
DGRW Wisdomtree U.S. Quality Divi 0.35% 17,332 $1.5M Reduce -9.6%
FTGC First Trust Global Tactical 0.33% 57,192 $1.5M Reduce -2.7%
NKE Nike Inc. Class B 0.33% 20,885 $1.5M Add +1.9%
ADSK Autodesk Inc. 0.33% 4,578 $1.5M No change
ITA iShares U.S. Aerospace & Def 0.32% 6,766 $1.4M Reduce -0.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.32% 12,343 $1.4M Reduce -1.2%
GOOG Alphabet Inc. Class C 0.31% 5,645 $1.4M Reduce -0.2%
NFLX Netflix Inc. 0.29% 1,097 $1.3M Reduce -3.8%
MS Morgan Stanley 0.29% 8,016 $1.3M Add +0.1%
XLK SS Technology Select Sector 0.28% 4,382 $1.2M Add +1.5%
PAAA Pgim Aaa Clo ETF 0.28% 23,951 $1.2M Add +19.0%
ASML ASML Holding NV-NY Reg SHS 0.26% 1,220 $1.2M Reduce -13.7%
RTX RTX Corp. 0.26% 6,929 $1.2M Reduce -1.6%
SDY SS SPDR S&P Dividend ETF 0.25% 7,926 $1.1M Add +0.6%
GS Goldman Sachs Group Inc. 0.24% 1,365 $1.1M Reduce -31.3%
MET Metlife Inc. 0.23% 12,386 $1.0M No change
NEE Nextera Energy Inc. 0.22% 13,266 $1.0M Add +0.5%
IQLT iShares MSCI International Q 0.21% 21,297 $941K New
BMY Bristol-Myers Squibb Co. 0.20% 19,982 $901K Reduce -6.7%
SPYD SS SPDR P S&P 500 Hi Div ETF 0.20% 20,411 $898K Add +0.5%
CMCSA Comcast Corp. Class A 0.19% 27,466 $863K Reduce -0.5%
TSM Taiwan Semiconductor-SP ADR 0.19% 3,089 $863K Add +3.4%
MO Altria Group Inc. 0.19% 13,058 $863K Add +0.2%
NVDA Nvidia Corp. 0.19% 4,593 $857K Add +10.5%
UL Unilever PLC 0.19% 14,140 $838K Reduce -0.8%
DGRO iShares Core Dividend Growth 0.18% 12,115 $825K Add +0.0%
AMLP Alerian MLP ETF 0.18% 17,322 $813K Reduce -0.7%

Show all 187 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $494K (not counted above)
SecurityClassShares / PrincipalValueChange
BOEING CO/THE (BA 6 10/15/27) DEP CONV PFD A 7,097$494KNo change

Total filed on the 13F, all lines: $447.3M.

Portfolio Sells Q2 2025 → Q3 2025

COST Costco Wholesale Corp. Reduce -1.6% 2.93% −0.46
CRM Salesforce Inc. Reduce -20.0% 0.37% −0.20
MAR Marriott International Class A Reduce -17.2% 0.54% −0.19
BRK.B Berkshire Hathaway Inc. Class B Reduce -3.3% 2.84% −0.18
MSFT Microsoft Corp. Reduce -1.4% 3.82% −0.14
AMZN Amazon.com Inc. Reduce -0.6% 1.93% −0.14
LYV Live Nation Entertainment Inc. Reduce -19.5% 0.45% −0.10
MRK Merck & Co. Inc. Reduce -8.1% 1.00% −0.09
HON Honeywell International Inc. Reduce -1.9% 0.46% −0.09
GS Goldman Sachs Group Inc. Reduce -31.3% 0.24% −0.09
V Visa Inc. Class A Reduce -1.3% 0.75% −0.09
K Kellanova Sold out 0.00% −0.08
KO The Coca-Cola Co. Reduce -1.5% 0.48% −0.07
MDLZ Mondelez International Inc. Class A Reduce -1.1% 0.45% −0.07
NFLX Netflix Inc. Reduce -3.8% 0.29% −0.07
ACN Accenture PLC Class A Sold out 0.00% −0.07
WM Waste Management Inc. Reduce -0.7% 0.58% −0.06
LNG Cheniere Energy Inc. Reduce -1.3% 0.53% −0.06
VZ Verizon Communications Inc. Reduce -4.4% 0.64% −0.06
VTV Vanguard Mrngstr Val ETF-Aui Reduce -1.8% 2.22% −0.06
CAVA Cava Group Inc. Sold out 0.00% −0.06
PG The Procter & Gamble Co. Reduce -0.5% 0.50% −0.05
VCR Vanguard Consumer Discre ETF Sold out 0.00% −0.05
DIS The Walt Disney Co. Reduce -1.2% 0.32% −0.05
PHO Invesco Water Resources ETF Reduce -2.1% 0.95% −0.05
AXS Axis Capital Holdings Ltd. Sold out 0.00% −0.05
NVO Novo-Nordisk A/S-Spons ADR Reduce -21.7% 0.07% −0.05
UPS United Parcel Service Class B Reduce -16.1% 0.09% −0.05
FIW First Trust Water ETF Reduce -3.4% 0.80% −0.05
VIG Vanguard Dividend Apprec ETF Reduce -1.7% 1.68% −0.05
ABT Abbott Laboratories Reduce -0.9% 0.47% −0.04
CMCSA Comcast Corp. Class A Reduce -0.5% 0.19% −0.04
PFE Pfizer Inc. Reduce -1.1% 1.60% −0.04
DGRW Wisdomtree U.S. Quality Divi Reduce -9.6% 0.35% −0.04
CSX CSX Corp. Reduce -18.1% 0.18% −0.04
BMY Bristol-Myers Squibb Co. Reduce -6.7% 0.20% −0.03
SBUX Starbucks Corp. Reduce -13.9% 0.10% −0.03
INDA iShares MSCI India ETF Reduce -2.3% 0.18% −0.03
WMT Walmart Inc. Reduce -0.2% 2.11% −0.03
VHT Vanguard Health Care ETF Reduce -2.1% 0.63% −0.03
VOO Vanguard S&P 500 ETF Reduce -6.0% 0.50% −0.03
STZ Constellation Brands Inc. Class A Reduce -10.5% 0.05% −0.02
BA The Boeing Co. Reduce -0.9% 0.52% −0.02
AMLP Alerian MLP ETF Reduce -0.7% 0.18% −0.02
MCD McDonald's Corp. Reduce -0.4% 0.72% −0.02
DE Deere & Co. Reduce -12.2% 0.06% −0.02
UL Unilever PLC Reduce -0.8% 0.19% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Reduce -3.5% 0.81% −0.02
VDC Vanguard Consumer Staple ETF Reduce -4.4% 0.14% −0.02
VFH Vanguard Financials ETF Reduce -0.3% 0.50% −0.02

Portfolio Buys Q2 2025 → Q3 2025

AAPL Apple Inc. Add +1.9% 4.72% +0.74
IQLT iShares MSCI International Q New 0.21% +0.21
QUAL iShares MSCI USA Quality Fac Add +46.4% 0.44% +0.14
PULS Pgim Ultra Short Bond ETF Add +22.9% 0.93% +0.12
DVY iShares Select Dividend ETF Add +5.8% 2.00% +0.12
SCHD Schwab US DVD Equity ETF Add +28.7% 0.55% +0.11
VYMI Vanguard Int High DVD YLD Inc. New 0.09% +0.09
VYM Vanguard High DVD Yield ETF Add +4.8% 2.42% +0.09
IGV iShares Expanded Tech-Softwa Add +19.0% 0.52% +0.08
LGLV SPDR US LC Low Vol Idx New 0.07% +0.07
VXUS Vanguard Total Intl Stock Add +16.3% 0.48% +0.07
IWD iShares Russell 1000 Value E New 0.06% +0.06
USMV iShares MSCI USA Min Vol Fac Add +87.7% 0.12% +0.05
RSPT Invesco S&P 500 Equal Weight New 0.05% +0.05
LLY Eli Lilly & Co. Add +23.3% 0.43% +0.05
TSLA Tesla Inc. Add +9.9% 0.16% +0.05
IBTH iShares Ibonds Dec 2027 Term New 0.05% +0.05
IONS Ionis Pharmaceuticals Inc. New 0.05% +0.05
IXUS iShares Core Intl Stock ETF New 0.05% +0.05
NVDA Nvidia Corp. Add +10.5% 0.19% +0.04
IVW iShares S&P 500 Growth ETF Add +28.0% 0.14% +0.03
TSM Taiwan Semiconductor-SP ADR Add +3.4% 0.19% +0.03
PAAA Pgim Aaa Clo ETF Add +19.0% 0.28% +0.03
IVE iShares S&P 500 Value ETF Add +56.7% 0.08% +0.03
IWF iShares Russell 1000 Growth Add +3.0% 0.44% +0.03
LMBS First Trust Low Duration Opp Add +27.9% 0.15% +0.03
BAC Bank of America Corp. Add +0.0% 0.97% +0.02
LHX L3HARRIS Technologies Inc. Add +0.2% 0.17% +0.02
TEL Te Connectivity PLC Add +1.0% 0.10% +0.02
IBTG iShares Ibonds Dec 2026 Term Add +42.9% 0.07% +0.02
MS Morgan Stanley Add +0.1% 0.29% +0.02
XLK SS Technology Select Sector Add +1.5% 0.28% +0.02
MO Altria Group Inc. Add +0.2% 0.19% +0.01
GE General Electric Add +0.5% 0.10% +0.01
EUFN iShares MSCI Europe Financia Add +8.2% 0.09% +0.01
GIND Goldman Sachs India Eqty ETF Add +19.5% 0.14% +0.01
PNC PNC Financial Services Group Add +0.0% 0.53% +0.01
NEE Nextera Energy Inc. Add +0.5% 0.22% +0.01
DNL Wisdmtree GB Ex-US QL GR-Usd Add +10.9% 0.10% +0.00
EUAD Select Stoxx Eur Aer DE ETF Add +0.5% 0.16% +0.00
ITOT iShares Core S&P Total U.S. Add +1.4% 0.07% +0.00
DGRO iShares Core Dividend Growth Add +0.0% 0.18% −0.00
XLE SS Energy Select Sector Add +0.6% 0.08% −0.00
MGV Vngrd Mrgstr MG CP VL ETF-Ui Add +1.3% 0.17% −0.00
CB Chubb Ltd. Add +4.3% 0.05% −0.00
SNY Sanofi-ADR Add +5.7% 0.10% −0.00
VCIT Vanguard Int-Term Corporate Add +1.1% 0.08% −0.00
XLF SS Financial Select Sector Add +0.7% 0.11% −0.00
XLP SS Consumer Staples Sel Sect Add +2.2% 0.05% −0.00
CSCO Cisco Systems Inc. Add +3.3% 0.09% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 192$496.8MVTI, AAPL, MGK, PWR, VYM
Q1 2026 186$449.3MVTI, AAPL, MGK, TJX, COST
Q4 2025 188$456.8MAAPL, VTI, MGK, MSFT, TJX
Q3 2025 187$446.8MVTI, AAPL, MGK, MSFT, TJX
Q2 2025 184$419.3MVTI, MGK, AAPL, MSFT, COST
Q1 2025 174$396.8MVTI, AAPL, MGK, BRK.B, COST
Q4 2024 169$407.4MAAPL, VTI, MGK, MSFT, COST
Q3 2024 167$394.9MAAPL, VTI, MGK, MSFT, COST
Q2 2024 165$368.0MAAPL, VTI, MGK, MSFT, COST
Q1 2024 166$357.5MVTI, AAPL, MGK, MSFT, BRK.B