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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
XOMExxon Mobil Corp
Recent Activity
Increased 0.75%
0.7%
$2.734M
23,325 shares@ $117.23 avg price
PGProcter And Gamble Co
Recent Activity
Increased 5.37%
0.6%
$2.333M
13,471 shares@ $173.2 avg price
AVGOBroadcom Inc
Recent Activity
Increased 1045.68%
0.58%
$2.285M
13,244 shares@ $172.51 avg price
VPUVanguard World Fd
Recent Activity
Increased 26.7%
0.56%
$2.195M
12,611 shares@ $174.06 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 11.41%
0.54%
$2.097M
12,782 shares@ $164.09 avg price
PEGPublic Svc Enterprise Grp In
Recent Activity
Increased 3.35%
0.51%
$1.981M
22,205 shares@ $89.22 avg price
MDLZMondelez Intl Inc
Recent Activity
Increased 3.45%
0.51%
$1.979M
26,862 shares@ $73.68 avg price
PMPhilip Morris Intl Inc
Recent Activity
Increased 0.08%
0.5%
$1.965M
16,189 shares@ $121.41 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 0.5%
0.5%
$1.955M
23,130 shares@ $84.54 avg price
DGRWWisdomtree Tr
Recent Activity
Increased 3.02%
0.42%
$1.627M
19,549 shares@ $83.21 avg price