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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
BABoeing Co
Recent Activity
Increased 0.63%
0.41%
$1.612M
10,601 shares@ $152.05 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Increased 1.96%
0.37%
$1.453M
3,434 shares@ $423.16 avg price
LLYEli Lilly & Co
Recent Activity
Increased 4.35%
0.34%
$1.341M
1,514 shares@ $885.98 avg price
LNGCheniere Energy Inc
Recent Activity
Increased 455.48%
0.3%
$1.149M
6,388 shares@ $179.85 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 2.81%
0.25%
$986,489
1,688 shares@ $584.42 avg price
VNQVanguard Index Fds
Recent Activity
Increased 1.46%
0.24%
$911,297
9,354 shares@ $97.43 avg price
PRUPrudential Finl Inc
Recent Activity
Increased 17.41%
0.23%
$901,953
7,448 shares@ $121.11 avg price
RTXRtx Corporation
Recent Activity
Increased 1.68%
0.23%
$898,174
7,413 shares@ $121.17 avg price
NFLXNetflix Inc
Recent Activity
Increased 4.72%
0.2%
$787,999
1,111 shares@ $709.28 avg price
SPYDSpdr Ser Tr
Recent Activity
Increased 29.49%
0.2%
$772,900
16,931 shares@ $45.65 avg price