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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
ABBVAbbvie Inc
Recent Activity
Increased 0.31%
1.33%
$5.236M
26,514 shares@ $197.49 avg price
PHOInvesco Exchange Traded Fd T
Recent Activity
Increased 0.31%
1.07%
$4.225M
59,898 shares@ $70.55 avg price
HDHome Depot Inc
Recent Activity
Increased 2.55%
0.99%
$3.907M
9,642 shares@ $405.2 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 0.33%
0.93%
$3.646M
17,289 shares@ $210.86 avg price
MCDMcdonalds Corp
Recent Activity
Increased 0.89%
0.85%
$3.339M
10,966 shares@ $304.51 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 0.23%
0.85%
$3.336M
63,115 shares@ $52.86 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 2.81%
0.85%
$3.324M
5,794 shares@ $573.76 avg price
VZVerizon Communications Inc
Recent Activity
Increased 19.02%
0.81%
$3.181M
70,824 shares@ $44.91 avg price
BACBank America Corp
Recent Activity
Increased 1.67%
0.79%
$3.098M
78,067 shares@ $39.68 avg price
VVisa Inc
Recent Activity
Increased 0.53%
0.72%
$2.833M
10,304 shares@ $274.96 avg price