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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
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$306,727
2,039 shares@ $150.44 avg price
JETSEtf Ser Solutions
Recent Activity
Exited
0%
$227,938
11,594 shares@ $19.66 avg price
TANInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$216,973
5,396 shares@ $40.21 avg price
AGGIshares Tr
Recent Activity
Exited
0%
$216,321
2,228 shares@ $97.1 avg price
SMHVaneck Etf Trust
Recent Activity
Exited
0%
$201,260
772 shares@ $260.7 avg price