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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
WMTWalmart Inc
Recent Activity
Decreased -0.17%
1.94%
$7.651M
94,750 shares@ $80.75 avg price
PFEPfizer Inc
Recent Activity
Increased 8.46%
1.9%
$7.499M
259,134 shares@ $28.95 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
PEPPepsico Inc
Recent Activity
Increased 8.58%
1.8%
$7.077M
41,615 shares@ $170.06 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.46%
1.7%
$6.699M
35,952 shares@ $186.34 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.95%
1.66%
$6.554M
39,519 shares@ $165.85 avg price
DVYIshares Tr
Recent Activity
Increased 3.2%
1.52%
$5.972M
44,215 shares@ $135.08 avg price
VGTVanguard World Fd
Recent Activity
Decreased -0.06%
1.5%
$5.924M
10,099 shares@ $586.55 avg price
MRKMerck & Co Inc
Recent Activity
Increased 2.24%
1.38%
$5.433M
47,846 shares@ $113.57 avg price