Raab & Moskowitz Asset Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 20, 2026), Raab & Moskowitz Asset Management LLC reported 188 stock positions worth $456.8 million. Its top holding was Apple (AAPL) at 4.9% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 4.9%) and Vngrd Mrgstr MG CP GR ETF-Ui (MGK, 4.2%). Compared with Q3 2025, it opened 4 new positions, sold out of 3, added to 45 and reduced 103. The biggest buy was Vanguard Int High DVD YLD (VYMI, shares +446%) and the biggest sale Microsoft (MSFT, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Chatham, NJ
- CIK
- 0001616664
- Portfolio Value
- $456.8M (Q4 2025)
- SEC Filing
- 0001172661-26-000221 ↗ filed Jan 20, 2026
Holdings Value
Holdings 188 stocks · $456.8M
| AAPL Apple Inc. | 4.90% | 82,388 | $22.4M | Reduce -0.5% |
| VTI VG Morningstar TS MKT ETF-US | 4.89% | 66,560 | $22.3M | Reduce -2.3% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 4.20% | 46,495 | $19.2M | Reduce -1.6% |
| MSFT Microsoft Corp. | 3.49% | 32,920 | $15.9M | Reduce -0.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.35% | 99,538 | $15.3M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.76% | 25,079 | $12.6M | Reduce -0.6% |
| COST Costco Wholesale Corp. | 2.66% | 14,103 | $12.2M | Reduce -0.3% |
| VYM Vanguard High DVD Yield ETF | 2.55% | 81,041 | $11.6M | Add +5.7% |
| RSP Invesco S&P 500 Equal Weight | 2.46% | 58,714 | $11.2M | Add +0.9% |
| GOOGL Alphabet Inc. Class A | 2.35% | 34,275 | $10.7M | Reduce -1.3% |
| WMT Walmart Inc. | 2.22% | 91,150 | $10.2M | Reduce -0.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.21% | 52,808 | $10.1M | Reduce -0.5% |
| PWR Quanta Services Inc. | 2.05% | 22,197 | $9.4M | Reduce -1.9% |
| DVY iShares Select Dividend ETF | 2.02% | 65,340 | $9.2M | Add +3.7% |
| AMZN Amazon.com Inc. | 2.01% | 39,678 | $9.2M | Add +1.0% |
| VIG Vanguard Dividend Apprec ETF | 1.65% | 34,261 | $7.5M | Reduce -1.3% |
| VGT Vanguard Info Tech ETF | 1.56% | 9,451 | $7.1M | Reduce -0.9% |
| ABBV Abbvie Inc. | 1.32% | 26,382 | $6.0M | Add +1.3% |
| PFE Pfizer Inc. | 1.31% | 240,964 | $6.0M | Reduce -14.2% |
| PEP Pepsico Inc. | 1.29% | 41,206 | $5.9M | Reduce -10.0% |
| JPM JPMorgan Chase & Co. | 1.25% | 17,696 | $5.7M | Reduce -0.5% |
| MRK Merck & Co. Inc. | 1.20% | 52,281 | $5.5M | Reduce -2.0% |
| IVV iShares Core S&P 500 ETF | 1.12% | 7,499 | $5.1M | Reduce -0.7% |
| PULS Pgim Ultra Short Bond ETF | 1.11% | 102,393 | $5.1M | Add +23.3% |
| JNJ Johnson & Johnson | 1.09% | 24,036 | $5.0M | Reduce -1.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.02% | 84,336 | $4.6M | Add +0.9% |
| AVGO Broadcom Inc. | 0.92% | 12,175 | $4.2M | Reduce -7.0% |
| PHO Invesco Water Resources ETF | 0.91% | 58,954 | $4.2M | Reduce -0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.86% | 8,096 | $3.9M | Reduce -0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.80% | 5,364 | $3.7M | Reduce -1.0% |
| FIW First Trust Water ETF | 0.79% | 33,059 | $3.6M | Add +4.5% |
| V Visa Inc. Class A | 0.75% | 9,776 | $3.4M | Add +0.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.73% | 5,459 | $3.4M | Add +1.0% |
| MCD McDonald's Corp. | 0.71% | 10,676 | $3.3M | Add +0.9% |
| HD Home Depot Inc. | 0.70% | 9,281 | $3.2M | Reduce -10.6% |
| VHT Vanguard Health Care ETF | 0.68% | 10,842 | $3.1M | Reduce -0.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.68% | 54,398 | $3.1M | Reduce -0.2% |
| XOM Exxon Mobil Corp. | 0.64% | 24,170 | $2.9M | Add +2.1% |
| SCHD Schwab US DVD Equity ETF | 0.61% | 100,978 | $2.8M | Add +11.8% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.60% | 55,667 | $2.7M | Reduce -3.0% |
| LLY Eli Lilly & Co. | 0.59% | 2,529 | $2.7M | Add +1.4% |
| MAR Marriott International Class A | 0.58% | 8,602 | $2.7M | Reduce -7.3% |
| CVX Chevron Corp. | 0.58% | 17,372 | $2.6M | Reduce -1.5% |
| PM Philip Morris International | 0.58% | 16,419 | $2.6M | No change |
| WM Waste Management Inc. | 0.56% | 11,741 | $2.6M | Add +0.5% |
| AXP American Express Co. | 0.55% | 6,802 | $2.5M | Reduce -0.4% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.55% | 30,290 | $2.5M | Reduce -1.0% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.54% | 27,266 | $2.5M | Add +445.8% |
| QUAL iShares MSCI USA Quality Fac | 0.54% | 12,353 | $2.5M | Add +23.1% |
| VZ Verizon Communications Inc. | 0.54% | 60,203 | $2.5M | Reduce -7.1% |
| PNC PNC Financial Services Group | 0.53% | 11,590 | $2.4M | Reduce -2.0% |
| VPU Vanguard Utilities ETF | 0.53% | 12,975 | $2.4M | Reduce -0.7% |
| UNH Unitedhealth Group Inc. | 0.50% | 6,984 | $2.3M | Reduce -1.0% |
| BA The Boeing Co. | 0.50% | 10,543 | $2.3M | Reduce -2.9% |
| VXUS Vanguard Total Intl Stock | 0.50% | 30,029 | $2.3M | Add +3.1% |
| KO The Coca-Cola Co. | 0.50% | 32,364 | $2.3M | Reduce -0.4% |
| VOO Vanguard S&P 500 ETF | 0.49% | 3,587 | $2.2M | Reduce -0.8% |
| VFH Vanguard Financials ETF | 0.49% | 16,711 | $2.2M | Reduce -1.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.48% | 20,649 | $2.2M | Reduce -1.1% |
| IGV iShares Expanded Tech-Softwa | 0.46% | 19,915 | $2.1M | Reduce -0.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.46% | 26,040 | $2.1M | Reduce -1.4% |
| IWF iShares Russell 1000 Growth | 0.43% | 4,197 | $2.0M | Reduce -0.0% |
| ABT Abbott Laboratories | 0.43% | 15,601 | $2.0M | No change |
| PG The Procter & Gamble Co. | 0.43% | 13,616 | $2.0M | Reduce -6.0% |
| HON Honeywell International Inc. | 0.42% | 9,840 | $1.9M | No change |
| AMD Advanced Micro Devices | 0.42% | 8,942 | $1.9M | Reduce -14.8% |
| STX Seagate Technology Holdings | 0.40% | 6,651 | $1.8M | No change |
| CRM Salesforce Inc. | 0.39% | 6,642 | $1.8M | Reduce -4.2% |
| GOOG Alphabet Inc. Class C | 0.37% | 5,402 | $1.7M | Reduce -4.3% |
| LYV Live Nation Entertainment Inc. | 0.35% | 11,259 | $1.6M | Reduce -8.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.35% | 3,318 | $1.6M | Reduce -1.1% |
| MDLZ Mondelez International Inc. Class A | 0.34% | 28,568 | $1.5M | Reduce -10.3% |
| DGRW Wisdomtree U.S. Quality Divi | 0.33% | 16,862 | $1.5M | Reduce -2.7% |
| EWJ iShares MSCI Japan ETF | 0.33% | 18,508 | $1.5M | Reduce -4.3% |
| IQLT iShares MSCI International Q | 0.32% | 31,919 | $1.5M | Add +49.9% |
| ITA iShares U.S. Aerospace & Def | 0.31% | 6,576 | $1.4M | Reduce -2.8% |
| LNG Cheniere Energy Inc. | 0.30% | 7,110 | $1.4M | Reduce -29.1% |
| FTGC First Trust Global Tactical | 0.30% | 59,357 | $1.4M | Add +3.8% |
| XLK SS Technology Select Sector | 0.30% | 9,552 | $1.4M | Add +9.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.30% | 11,952 | $1.4M | Reduce -3.2% |
| ADSK Autodesk Inc. | 0.30% | 4,578 | $1.4M | No change |
| PAAA Pgim Aaa Clo ETF | 0.29% | 26,073 | $1.3M | Add +8.9% |
| MS Morgan Stanley | 0.29% | 7,416 | $1.3M | Reduce -7.5% |
| LMBS First Trust Low Duration Opp | 0.28% | 25,881 | $1.3M | Add +86.3% |
| RTX RTX Corp. | 0.28% | 6,915 | $1.3M | Reduce -0.2% |
| ASML ASML Holding NV-NY Reg SHS | 0.27% | 1,170 | $1.3M | Reduce -4.1% |
| GS Goldman Sachs Group Inc. | 0.27% | 1,414 | $1.2M | Add +3.6% |
| VIK Viking Holdings Ltd. | 0.26% | 16,558 | $1.2M | Add +86.2% |
| SDY SS SPDR S&P Dividend ETF | 0.24% | 7,926 | $1.1M | No change |
| NEE Nextera Energy Inc. | 0.23% | 13,111 | $1.1M | Reduce -1.2% |
| BMY Bristol-Myers Squibb Co. | 0.23% | 19,144 | $1.0M | Reduce -4.2% |
| NFLX Netflix Inc. | 0.22% | 10,590 | $993K | Reduce -3.5% |
| RDVI FT Vest Rising Dividend Achi | 0.21% | 37,075 | $973K | Add +80.8% |
| CAT Caterpillar Inc. | 0.21% | 1,662 | $952K | Add +4.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.21% | 3,103 | $943K | Add +0.5% |
| MET Metlife Inc. | 0.21% | 11,882 | $938K | Reduce -4.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.20% | 9,942 | $936K | Add +74.8% |
| NKE Nike Inc. Class B | 0.20% | 14,553 | $927K | Reduce -30.3% |
| DGRO iShares Core Dividend Growth | 0.19% | 12,370 | $859K | Add +2.1% |
| CSX CSX Corp. | 0.18% | 22,655 | $821K | Reduce -0.4% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $474K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 6,859 | $474K | Reduce -3.4% |
Total filed on the 13F, all lines: $457.2M.
Portfolio Sells Q3 2025 → Q4 2025
| MSFT Microsoft Corp. | Reduce -0.0% | 3.49% | −0.33 |
| PFE Pfizer Inc. | Reduce -14.2% | 1.31% | −0.29 |
| PEG Public Service Enterprise GP | Reduce -61.9% | 0.16% | −0.28 |
| COST Costco Wholesale Corp. | Reduce -0.3% | 2.66% | −0.27 |
| HD Home Depot Inc. | Reduce -10.6% | 0.70% | −0.24 |
| LNG Cheniere Energy Inc. | Reduce -29.1% | 0.30% | −0.23 |
| PEP Pepsico Inc. | Reduce -10.0% | 1.29% | −0.14 |
| NKE Nike Inc. Class B | Reduce -30.3% | 0.20% | −0.12 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.3% | 4.89% | −0.12 |
| MDLZ Mondelez International Inc. Class A | Reduce -10.3% | 0.34% | −0.11 |
| VZ Verizon Communications Inc. | Reduce -7.1% | 0.54% | −0.10 |
| LYV Live Nation Entertainment Inc. | Reduce -8.1% | 0.35% | −0.10 |
| ORCL Oracle Corp. | Reduce -21.1% | 0.09% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.6% | 2.76% | −0.08 |
| NFLX Netflix Inc. | Reduce -3.5% | 0.22% | −0.08 |
| PG The Procter & Gamble Co. | Reduce -6.0% | 0.43% | −0.07 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -1.6% | 4.20% | −0.06 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.05 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.05 |
| IGV iShares Expanded Tech-Softwa | Reduce -0.5% | 0.46% | −0.05 |
| PWR Quanta Services Inc. | Reduce -1.9% | 2.05% | −0.05 |
| FXY Invesco Currencyshares Japan | Sold out | 0.00% | −0.05 |
| AVGO Broadcom Inc. | Reduce -7.0% | 0.92% | −0.04 |
| PHO Invesco Water Resources ETF | Reduce -0.1% | 0.91% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -1.0% | 0.50% | −0.04 |
| KNG FT Vest S&P 500 DVD Arst TRG | Reduce -3.0% | 0.60% | −0.03 |
| VGT Vanguard Info Tech ETF | Reduce -0.9% | 1.56% | −0.03 |
| CVX Chevron Corp. | Reduce -1.5% | 0.58% | −0.03 |
| PFF iShares Preferred & Income S | Reduce -29.2% | 0.07% | −0.03 |
| T AT&T Inc. | Reduce -8.4% | 0.11% | −0.03 |
| VPU Vanguard Utilities ETF | Reduce -0.7% | 0.53% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.3% | 1.65% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -7.3% | 0.11% | −0.03 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Reduce -8.1% | 0.18% | −0.02 |
| BA The Boeing Co. | Reduce -2.9% | 0.50% | −0.02 |
| MET Metlife Inc. | Reduce -4.1% | 0.21% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -22.3% | 0.05% | −0.02 |
| NVDA Nvidia Corp. | Reduce -9.4% | 0.17% | −0.02 |
| EUAD Select Stoxx Eur Aer DE ETF | Reduce -0.4% | 0.14% | −0.02 |
| EWJ iShares MSCI Japan ETF | Reduce -4.3% | 0.33% | −0.02 |
| DIS The Walt Disney Co. | Reduce -3.2% | 0.30% | −0.02 |
| AMLP Alerian MLP ETF | Reduce -6.8% | 0.17% | −0.02 |
| UL Unilever PLC-Sponsored ADR | Reduce -4.1% | 0.17% | −0.02 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -2.7% | 0.33% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -0.5% | 0.18% | −0.01 |
| VCIT Vanguard Int-Term Corporate | Reduce -14.4% | 0.07% | −0.01 |
| GE General Electric | Reduce -12.5% | 0.09% | −0.01 |
| TSLA Tesla Inc. | Reduce -6.7% | 0.15% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -1.5% | 0.16% | −0.01 |
| INDA iShares MSCI India ETF | Reduce -7.3% | 0.17% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| VYMI Vanguard Int High DVD YLD Inc. | Add +445.8% | 0.54% | +0.44 |
| PULS Pgim Ultra Short Bond ETF | Add +23.3% | 1.11% | +0.19 |
| LLY Eli Lilly & Co. | Add +1.4% | 0.59% | +0.17 |
| VIK Viking Holdings Ltd. | Add +86.2% | 0.26% | +0.14 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.13% | +0.13 |
| LMBS First Trust Low Duration Opp | Add +86.3% | 0.28% | +0.13 |
| VYM Vanguard High DVD Yield ETF | Add +5.7% | 2.55% | +0.13 |
| IQLT iShares MSCI International Q | Add +49.9% | 0.32% | +0.11 |
| QUAL iShares MSCI USA Quality Fac | Add +23.1% | 0.54% | +0.10 |
| RDVI FT Vest Rising Dividend Achi | Add +80.8% | 0.21% | +0.09 |
| USMV iShares MSCI USA Min Vol Fac | Add +74.8% | 0.20% | +0.08 |
| AMZN Amazon.com Inc. | Add +1.0% | 2.01% | +0.07 |
| VEA Vanguard Ftse Developed ETF | New | 0.06% | +0.06 |
| LGLV SPDR US LC Low Vol Idx | Add +86.3% | 0.12% | +0.05 |
| SCHD Schwab US DVD Equity ETF | Add +11.8% | 0.61% | +0.05 |
| BAC Bank of America Corp. | Add +0.9% | 1.02% | +0.05 |
| IBTI iShares Ibonds Dec 2028 Term | New | 0.05% | +0.05 |
| ROK Rockwell Automation Inc. | New | 0.04% | +0.04 |
| XOM Exxon Mobil Corp. | Add +2.1% | 0.64% | +0.04 |
| CAT Caterpillar Inc. | Add +4.2% | 0.21% | +0.04 |
| GS Goldman Sachs Group Inc. | Add +3.6% | 0.27% | +0.03 |
| XLK SS Technology Select Sector | Add +9.0% | 0.30% | +0.02 |
| IBTH iShares Ibonds Dec 2027 Term | Add +54.7% | 0.07% | +0.02 |
| IBTG iShares Ibonds Dec 2026 Term | Add +36.8% | 0.09% | +0.02 |
| XLF SS Financial Select Sector | Add +18.9% | 0.13% | +0.02 |
| XLV SS Health Care Select Sector | Add +11.8% | 0.10% | +0.02 |
| VXUS Vanguard Total Intl Stock | Add +3.1% | 0.50% | +0.02 |
| PAAA Pgim Aaa Clo ETF | Add +8.9% | 0.29% | +0.02 |
| DVY iShares Select Dividend ETF | Add +3.7% | 2.02% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.5% | 0.21% | +0.01 |
| QCOM Qualcomm Inc. | Add +10.6% | 0.13% | +0.01 |
| PRU Prudential Financial Inc. | Add +5.2% | 0.11% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.0% | 0.73% | +0.01 |
| IBM Intl Business Machines Corp. | Add +3.9% | 0.11% | +0.01 |
| EUFN iShares MSCI Europe Financia | Add +0.7% | 0.10% | +0.01 |
| V Visa Inc. Class A | Add +0.2% | 0.75% | +0.00 |
| DGRO iShares Core Dividend Growth | Add +2.1% | 0.19% | +0.00 |
| MMM 3M Co. | Add +4.0% | 0.07% | +0.00 |
| VGSH Vanguard Short-Term Treasury | Add +3.7% | 0.14% | +0.00 |
| XLP SS Consumer Staples Sel Sect | Add +5.6% | 0.05% | +0.00 |
| EPD Enterprise Products Partners | Add +0.0% | 0.07% | +0.00 |
| MCD McDonald's Corp. | Add +0.9% | 0.71% | −0.01 |
| LMT Lockheed Martin Corp. | Add +1.9% | 0.16% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +0.9% | 2.46% | −0.01 |
| FIW First Trust Water ETF | Add +4.5% | 0.79% | −0.01 |
| WM Waste Management Inc. | Add +0.5% | 0.56% | −0.01 |
| MO Altria Group Inc. | Add +3.5% | 0.17% | −0.02 |
| FTGC First Trust Global Tactical | Add +3.8% | 0.30% | −0.03 |
| ABBV Abbvie Inc. | Add +1.3% | 1.32% | −0.03 |
Notes & Other Activity Q3 2025 → Q4 2025
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | Reduce -3.4% | 6,859 | $474K |
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 |