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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
AAPLApple Inc
Recent Activity
Decreased -1.4%
5.2%
$20.536M
88,137 shares@ $233.0 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -0.24%
4.84%
$19.082M
67,390 shares@ $283.16 avg price
MGKVanguard World Fd
Recent Activity
Decreased -1.41%
4.28%
$16.9M
52,493 shares@ $321.95 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.5%
3.72%
$14.682M
34,121 shares@ $430.3 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -0.77%
3.23%
$12.74M
14,370 shares@ $886.55 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.27%
3.08%
$12.165M
26,431 shares@ $460.26 avg price
TJXTjx Cos Inc New
Recent Activity
Increased 0.5%
3.06%
$12.064M
102,637 shares@ $117.54 avg price
VTVVanguard Index Fds
Recent Activity
Increased 3.43%
2.42%
$9.522M
54,545 shares@ $174.58 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 6.78%
2.39%
$9.412M
52,536 shares@ $179.17 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 8.55%
2.2%
$8.653M
67,499 shares@ $128.21 avg price