Filed: 5/15/2025ACC: 0001172661-25-001920
📋 What this filing means
RAAB & MOSKOWITZ ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 177 equity positions with a total reported market value of $397.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
177
Positions
$397.61M
Total AUM (reported)
3.23M
Total Shares
Allocation by class
COM$193.60M48.7%
TOTAL STK MKT$18.83M4.7%
MEGA GRWTH IND$14.92M3.8%
CL B NEW$13.93M3.5%
S&P500 EQL WGT$10.26M2.6%
HIGH DIV YLD$9.68M2.4%
VALUE ETF$9.68M2.4%
Portfolio Concentration
Top 3$52.01M13.1%
4–10$82.97M20.9%
11–25$89.70M22.6%
Rest$172.92M43.5%
Top 3 weight
13.1%
Top 10 weight
33.9%
Voting Authority Distribution
Total shares with voting rights: 3.23M
Sole
Full voting authority
3.23M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole177
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings177
Rows:
VANGUARD INDEX FDS
SOLEShares68.50K
TypeSH
Market value$18.83M
4.73%
Sole
68.50K
Shared
0.00
None
0.00
APPLE INC
SOLEShares82.22K
TypeSH
Market value$18.26M
4.59%
Sole
82.22K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares48.31K
TypeSH
Market value$14.92M
3.75%
Sole
48.31K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares26.16K
TypeSH
Market value$13.93M
3.50%
Sole
26.16K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares14.64K
TypeSH
Market value$13.84M
3.48%
Sole
14.64K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares34.67K
TypeSH
Market value$13.02M
3.27%
Sole
34.67K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares103.14K
TypeSH
Market value$12.56M
3.16%
Sole
103.14K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares59.23K
TypeSH
Market value$10.26M
2.58%
Sole
59.23K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares75.09K
TypeSH
Market value$9.68M
2.44%
Sole
75.09K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares56.02K
TypeSH
Market value$9.68M
2.43%
Sole
56.02K
Shared
0.00
None
0.00
WALMART INC
SOLEShares93.74K
TypeSH
Market value$8.23M
2.07%
Sole
93.74K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares39.68K
TypeSH
Market value$7.55M
1.90%
Sole
39.68K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares55.69K
TypeSH
Market value$7.48M
1.88%
Sole
55.69K
Shared
0.00
None
0.00
PFIZER INC
SOLEShares292.06K
TypeSH
Market value$7.40M
1.86%
Sole
292.06K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares47.25K
TypeSH
Market value$7.08M
1.78%
Sole
47.25K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares36.28K
TypeSH
Market value$7.04M
1.77%
Sole
36.28K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares38.41K
TypeSH
Market value$5.94M
1.49%
Sole
38.41K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares23.15K
TypeSH
Market value$5.88M
1.48%
Sole
23.15K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares26.09K
TypeSH
Market value$5.47M
1.37%
Sole
26.09K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares58.65K
TypeSH
Market value$5.26M
1.32%
Sole
58.65K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares9.61K
TypeSH
Market value$5.21M
1.31%
Sole
9.61K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares19.17K
TypeSH
Market value$4.70M
1.18%
Sole
19.17K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares7.79K
TypeSH
Market value$4.37M
1.10%
Sole
7.79K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares25.11K
TypeSH
Market value$4.16M
1.05%
Sole
25.11K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares60.70K
TypeSH
Market value$3.92M
0.98%
Sole
60.70K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 68.50K | SH | $18.83M 4.73% | 68.50K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 82.22K | SH | $18.26M 4.59% | 82.22K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | MEGA GRWTH IND | 48.31K | SH | $14.92M 3.75% | 48.31K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 26.16K | SH | $13.93M 3.50% | 26.16K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 14.64K | SH | $13.84M 3.48% | 14.64K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 34.67K | SH | $13.02M 3.27% | 34.67K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 103.14K | SH | $12.56M 3.16% | 103.14K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 59.23K | SH | $10.26M 2.58% | 59.23K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 75.09K | SH | $9.68M 2.44% | 75.09K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 56.02K | SH | $9.68M 2.43% | 56.02K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 93.74K | SH | $8.23M 2.07% | 93.74K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 39.68K | SH | $7.55M 1.90% | 39.68K | 0.00 | 0.00 |
ISHARES TRSOLE | SELECT DIVID ETF | 55.69K | SH | $7.48M 1.88% | 55.69K | 0.00 | 0.00 |
PFIZER INCSOLE | COM | 292.06K | SH | $7.40M 1.86% | 292.06K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 47.25K | SH | $7.08M 1.78% | 47.25K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 36.28K | SH | $7.04M 1.77% | 36.28K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 38.41K | SH | $5.94M 1.49% | 38.41K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 23.15K | SH | $5.88M 1.48% | 23.15K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 26.09K | SH | $5.47M 1.37% | 26.09K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 58.65K | SH | $5.26M 1.32% | 58.65K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 9.61K | SH | $5.21M 1.31% | 9.61K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 19.17K | SH | $4.70M 1.18% | 19.17K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 7.79K | SH | $4.37M 1.10% | 7.79K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 25.11K | SH | $4.16M 1.05% | 25.11K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | WATER RES ETF | 60.70K | SH | $3.92M 0.98% | 60.70K | 0.00 | 0.00 |
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