Latest Raab & Moskowitz Asset Management LLC Stock Portfolio

Raab & Moskowitz Asset Management LLC Performance:

2025 Q1: -1.94%YTD: -1.94%2024: 11.15%

Performance for 2025 Q1 is -1.94%, and YTD is -1.94%, and 2024 is 11.15%.

About Raab & Moskowitz Asset Management LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Raab & Moskowitz Asset Management LLC reported an equity portfolio of $397.6 Millions as of 31 Mar, 2025.

The top stock holdings of Raab & Moskowitz Asset Management LLC are VB, AAPL, EDV. The fund has invested 4.7% of it's portfolio in VANGUARD INDEX FDS and 4.6% of portfolio in APPLE INC.

The fund managers got completely rid off ALLSTATE CORP (ALL), ISHARES TR (IJR) and ETF SER SOLUTIONS (ACIO) stocks. They significantly reduced their stock positions in VANGUARD WORLD FD (VAW), ISHARES INC (ACWV) and CONSTELLATION BRANDS INC (STZ). Raab & Moskowitz Asset Management LLC opened new stock positions in PGIM ETF TR (PAB), SPINNAKER ETF SERIES (FFIU) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to ASML HOLDING N V, PRUDENTIAL FINL INC (PRU) and UNITED PARCEL SERVICE INC (UPS).

Raab & Moskowitz Asset Management LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Raab & Moskowitz Asset Management LLC made a return of -1.94% in the last quarter. In trailing 12 months, it's portfolio return was 4.31%.

New Buys

Ticker	$ Bought
pgim etf tr	847,587
spinnaker etf series	561,225
ishares tr	488,466
taiwan semiconductor mfg ltd	427,616
ishares tr	231,247
palantir technologies inc	215,642
chubb limited	212,601
axis cap hldgs ltd	208,499

New stocks bought by Raab & Moskowitz Asset Management LLC

Additions

Ticker	% Inc.
asml holding n v	64.64
prudential finl inc	61.66
united parcel service inc	47.68
ishares tr	23.00
vanguard world fd	18.19
morgan stanley	17.63
first tr exchange-traded fd	17.14
meta platforms inc	16.86

Additions to existing portfolio by Raab & Moskowitz Asset Management LLC

Reductions

Ticker	% Reduced
vanguard world fd	-26.93
ishares inc	-26.92
constellation brands inc	-26.01
select sector spdr tr	-25.35
spdr ser tr	-21.15
ishares tr	-17.74
vanguard scottsdale fds	-16.19
shell plc	-14.39

Raab & Moskowitz Asset Management LLC reduced stake in above stock

Sold off

Ticker	$ Sold
etf ser solutions	-215,551
ishares tr	-215,893
allstate corp	-246,771

Raab & Moskowitz Asset Management LLC got rid off the above stocks

Sector Distribution

Raab & Moskowitz Asset Management LLC has about 44.3% of it's holdings in Others sector.

Sector	%
Others	44.3
Technology	11
Consumer Defensive	10.5
Healthcare	8.3
Consumer Cyclical	8.3
Financial Services	5.5
Industrials	4.9
Communication Services	3.9
Energy	2.1
Utilities	1.2

Market Cap. Distribution

Raab & Moskowitz Asset Management LLC has about 55% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	44.3
MEGA-CAP	33.2
LARGE-CAP	21.8

Stocks belong to which Index?

About 54.6% of the stocks held by Raab & Moskowitz Asset Management LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	54.6
Others	44.7

Top 5 Winners (%)		%
PM	philip morris intl inc	31.6 %
ED	consolidated edison inc	23.4 %
T	at&t inc	22.5 %
GILD	gilead sciences inc	21.3 %
VRTX	vertex pharmaceuticals inc	20.4 %

Top 5 Winners ($)		$
ABBV	abbvie inc	0.8 M
PM	philip morris intl inc	0.6 M
JNJ	johnson & johnson	0.6 M
COST	costco whsl corp new	0.4 M
CVX	chevron corp new	0.4 M

Top 5 Losers (%)		%
TSLA	tesla inc	-34.4 %
AVGO	broadcom inc	-27.7 %
TGT	target corp	-21.2 %
PWR	quanta svcs inc	-19.5 %
CRM	salesforce inc	-19.1 %

Top 5 Losers ($)		$
AAPL	apple inc	-2.4 M
MSFT	microsoft corp	-1.6 M
PWR	quanta svcs inc	-1.4 M
GOOG	alphabet inc	-1.3 M
AMZN	amazon com inc	-1.2 M

Raab & Moskowitz Asset Management LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Raab & Moskowitz Asset Management LLC

Raab & Moskowitz Asset Management LLC has 173 stocks in it's portfolio. About 33.9% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. ABBV was the most profitable stock for Raab & Moskowitz Asset Management LLC last quarter.

Last Reported on: 15 May, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	VB	vanguard index fds	4.74	68,498	18,826,100	added	2.92
Historical Trend of VANGUARD INDEX FDS Position Held By Raab & Moskowitz Asset Management LLC What % of Portfolio is VB?: Number of VB shares held: Change in No. of Shares Held:
	AAPL	apple inc	4.59	82,220	18,263,600	reduced	-4.07

	EDV	vanguard world fd	3.75	48,308	14,921,300	reduced	-6.44

		berkshire hathaway inc del	3.50	26,162	13,933,100	reduced	-0.12

	COST	costco whsl corp new	3.48	14,637	13,843,000	reduced	-3.25

	MSFT	microsoft corp	3.27	34,672	13,015,500	reduced	-3.45

	TJX	tjx cos inc new	3.16	103,136	12,562,000	reduced	-2.63

	CSD	invesco exchange traded fd t	2.58	59,228	10,260,100	reduced	-1.62

	VIGI	vanguard whitehall fds	2.44	75,090	9,683,600	added	4.01

	VB	vanguard index fds	2.43	56,015	9,675,960	reduced	-0.67

	WMT	walmart inc	2.07	93,738	8,229,280	reduced	-1.82

	AMZN	amazon com inc	1.90	39,678	7,549,200	reduced	-1.94

	IJR	ishares tr	1.88	55,693	7,479,060	added	23.00

	PFE	pfizer inc	1.86	292,057	7,400,730	added	2.27

	PEP	pepsico inc	1.78	47,247	7,084,140	added	1.19

	VIG	vanguard specialized funds	1.77	36,280	7,037,860	reduced	-3.08

	GOOG	alphabet inc	1.49	38,413	5,940,120	reduced	-4.99

	PWR	quanta svcs inc	1.48	23,149	5,883,950	reduced	-1.43

	ABBV	abbvie inc	1.38	26,088	5,466,060	reduced	-0.81

	MRK	merck & co inc	1.32	58,653	5,264,670	added	4.17