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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
WMWaste Mgmt Inc Del
Recent Activity
Decreased -2.63%
0.69%
$2.717M
13,088 shares@ $207.6 avg price
KNGFirst Tr Exchange-traded Fd
Recent Activity
Decreased -1.91%
0.64%
$2.517M
46,202 shares@ $54.49 avg price
PNCPnc Finl Svcs Group Inc
Recent Activity
Decreased -0.41%
0.64%
$2.508M
13,567 shares@ $184.85 avg price
CVXChevron Corp New
Recent Activity
Decreased -2.69%
0.61%
$2.376M
16,133 shares@ $147.28 avg price
SPTMSpdr Ser Tr
Recent Activity
Decreased -2.45%
0.57%
$2.217M
31,643 shares@ $70.07 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -1.16%
0.55%
$2.151M
10,406 shares@ $206.73 avg price
LYVLive Nation Entertainment In
Recent Activity
Decreased -0.36%
0.54%
$2.1M
19,178 shares@ $109.49 avg price
AXPAmerican Express Co
Recent Activity
Decreased -0.96%
0.51%
$2.005M
7,394 shares@ $271.22 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -0.49%
0.49%
$1.907M
3,615 shares@ $527.61 avg price
VFHVanguard World Fd
Recent Activity
Decreased -2.24%
0.48%
$1.889M
17,189 shares@ $109.92 avg price