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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
QCJLFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.16%
$613,500
30,000 shares@ $20.45 avg price
KHCKraft Heinz Co
Recent Activity
New Position
0.09%
$354,646
10,101 shares@ $35.11 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.08%
$307,869
2,039 shares@ $151.0 avg price
GEGe Aerospace
Recent Activity
New Position
0.07%
$262,467
1,392 shares@ $188.56 avg price
XLPSelect Sector Spdr Tr
Recent Activity
New Position
0.06%
$218,041
2,627 shares@ $83.0 avg price
CIBRFirst Tr Exchange Traded Fd
Recent Activity
New Position
0.06%
$209,497
3,537 shares@ $59.24 avg price
ROIVRoivant Sciences Ltd
Recent Activity
New Position
0.04%
$126,940
11,000 shares@ $11.54 avg price