test

Daniel H. Moskowitz

@Raab & Moskowitz Asset Management Llc

Latest period2024 - Q3ReportedManaged Assets$394.983MTotal holdings169
Assets growth rate7.33%Assets growth rate (2-Q avg)5.13%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Raab & Moskowitz Asset Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 169 positions.

Assets under management

The assets under management (AUM) of Raab & Moskowitz Asset Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 394.983M in assets, with a quarterly growth rate of 7.33% and a 2-quarter average growth rate of 5.13%. The portfolio is managed by Daniel H. Moskowitz, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -1.4%
5.2%
$20.536M
88,137 shares@ $233.0 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -0.24%
4.84%
$19.082M
67,390 shares@ $283.16 avg price
MGKVanguard World Fd
Recent Activity
Decreased -1.41%
4.28%
$16.9M
52,493 shares@ $321.95 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -0.77%
3.23%
$12.74M
14,370 shares@ $886.55 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.27%
3.08%
$12.165M
26,431 shares@ $460.26 avg price
WMTWalmart Inc
Recent Activity
Decreased -0.17%
1.94%
$7.651M
94,750 shares@ $80.75 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -1.31%
1.86%
$7.313M
36,922 shares@ $198.06 avg price
PWRQuanta Svcs Inc
Recent Activity
Decreased -1.22%
1.82%
$7.161M
24,019 shares@ $298.16 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.95%
1.66%
$6.554M
39,519 shares@ $165.85 avg price
VGTVanguard World Fd
Recent Activity
Decreased -0.06%
1.5%
$5.924M
10,099 shares@ $586.55 avg price