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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
IVVIshares Tr
Recent Activity
Decreased -0.58%
1.2%
$4.706M
8,158 shares@ $576.8 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -0.81%
1.18%
$4.632M
7,923 shares@ $584.69 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -2.48%
1.16%
$4.554M
28,100 shares@ $162.06 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -1.26%
0.97%
$3.801M
9,900 shares@ $383.95 avg price
FIWFirst Tr Exchange-traded Fd
Recent Activity
Decreased -0.39%
0.92%
$3.612M
33,036 shares@ $109.34 avg price
MARMarriott Intl Inc New
Recent Activity
Decreased -1.07%
0.89%
$3.485M
14,019 shares@ $248.6 avg price
VHTVanguard World Fd
Recent Activity
Decreased -1.63%
0.81%
$3.189M
11,300 shares@ $282.2 avg price
KOCoca Cola Co
Recent Activity
Decreased -2.24%
0.76%
$2.995M
41,674 shares@ $71.86 avg price
PULSPgim Etf Tr
Recent Activity
Decreased -1.47%
0.7%
$2.761M
55,471 shares@ $49.78 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -0.45%
0.7%
$2.746M
5,627 shares@ $488.07 avg price