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Daniel H. Moskowitz

Raab & Moskowitz Asset Management Llc

Assets Managed
$449.645M
Holdings
187
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
-1.66%(2Q avg: 0.29%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Raab & Moskowitz Asset Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 187 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 449.645M in assets, with a quarterly growth rate of -1.66% and a 2-quarter average growth rate of 0.29%. The portfolio is managed by Daniel H. Moskowitz, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1.72%
4.84%
$21.719M
67,699 shares@ $320.82 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.85%
4.48%
$20.102M
79,208 shares@ $253.8 avg price
MGK
Vanguard Mega Cap Growth Etf
Recent Activity
Decreased -3.4%
3.68%
$16.503M
44,914 shares@ $367.45 avg price
TJX
Tjx Companies Inc
Recent Activity
Decreased -5.2%
3.36%
$15.07M
94,361 shares@ $159.71 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -0.45%
3.12%
$13.989M
14,039 shares@ $996.44 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 9.39%
2.92%
$13.128M
88,643 shares@ $148.1 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.47%
2.73%
$12.242M
33,072 shares@ $370.18 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -1%
2.65%
$11.896M
24,826 shares@ $479.2 avg price
PWR
Quanta Services Inc
Recent Activity
Decreased -5.05%
2.58%
$11.571M
21,075 shares@ $549.03 avg price
DVY
Ishares Select Dividend Etf
Recent Activity
Increased 13.62%
2.5%
$11.24M
74,238 shares@ $151.41 avg price

1-10 of 187