Raab & Moskowitz Asset Management

Chatham, NJfiles as Raab & Moskowitz Asset Management LLC

$497m in 193 US stocks at the end of 30 June 2026. The top 10 are 32.8% of the money. It changed about 6.8% of the portfolio this quarter.

Value

$497m

Stocks

193

Top 10 share

32.8%

Turnover

6.8%

What changed this quarter

New

Bought for the first time this quarter.

Ishares TRSGOV
0.3% of the fund
J P Morgan Exchange Traded FJEPI
0.3% of the fund
Honeywell AerospaceHONA
0.2% of the fund
Honeywell InternationalHON
0.2% of the fund
IntelINTC
<0.1% of the fund
Applied MaterialsAMAT
<0.1% of the fund
Rockwell AutomationROK
<0.1% of the fund
Doubleline ETF TrustDMX
<0.1% of the fund
Dell TechnologiesDELL
<0.1% of the fund
AllstateALL
<0.1% of the fund
Ishares TRSHV
<0.1% of the fund
Flexshares TRQDF
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Index FDSVTI
5.2% of the fund
+3%
Vanguard Whitehall FDSVYM
3.0% of the fund
+5%
Ishares TRDVY
2.6% of the fund
+13%
Pgim ETF TRPULS
1.4% of the fund
+5%
Vanguard Whitehall FDSVYMI
1.4% of the fund
+3%
Schwab Strategic TRSCHD
1.3% of the fund
+35%
Vanguard Index FDSVUG
1.0% of the fund
+21%
First TR Exchange-Traded FDFIW
0.7% of the fund
+2%
Ishares TRQUAL
0.7% of the fund
+23%
Viking HoldingsVIK
0.3% of the fund
+3%
NvidiaNVDA
0.3% of the fund
+45%
Pgim ETF TRPAAA
0.3% of the fund
+2%
Vanguard World FDVDE
0.2% of the fund
+34%
Spdr Series TrustSPYD
0.2% of the fund
+29%
Alps ETF TRAMLP
0.2% of the fund
+9%
Ishares TRIGV
0.2% of the fund
+24%
Blackrock ETF Trust IIBINC
0.2% of the fund
+42%
Union PacificUNP
0.2% of the fund
+45%
Vanguard Index FDSVNQ
0.2% of the fund
+6%
Spinnaker ETF SeriesEUAD
0.1% of the fund
+6%
Meta PlatformsMETA
0.1% of the fund
+45%
Vanguard World FDVIS
0.1% of the fund
+22%
Select Sector Spdr TRXLF
0.1% of the fund
+4%
Vanguard Index FDSVO
<0.1% of the fund
+44%

Cut

Sold some of their stake.

PfizerPFE
1.1% of the fund
-3%
PepsiCoPEP
1.1% of the fund
-2%
Ishares TRIVV
1.0% of the fund
-4%
Advanced Micro DevicesAMD
0.8% of the fund
-3%
ExxonMobil HoldingsXOM
0.6% of the fund
-4%
Spdr Series TrustSPYV
0.6% of the fund
-5%
PNC Financial Services GroupPNC
0.5% of the fund
-4%
Spdr Series TrustSPTM
0.5% of the fund
-3%
Waste ManagementWM
0.5% of the fund
-3%
Coca-ColaKO
0.5% of the fund
-2%
Verizon CommunicationsVZ
0.5% of the fund
-4%
American ExpressAXP
0.5% of the fund
-2%
Eli LillyLLY
0.4% of the fund
-2%
Spdr Series TrustSPYM
0.4% of the fund
-5%
BoeingBA
0.4% of the fund
-2%
Vanguard World FDVFH
0.4% of the fund
-4%
AlphabetGOOG
0.4% of the fund
-2%
Select Sector Spdr TRXLK
0.3% of the fund
-3%
Ishares TRIQLT
0.3% of the fund
-7%
Wisdomtree TRDGRW
0.3% of the fund
-4%
Marriott InternationalMAR
0.3% of the fund
-23%
First TR Exchange-Traded FDLMBS
0.3% of the fund
-4%
Ishares TRDGRO
0.2% of the fund
-3%
Vanguard World FDMGV
0.2% of the fund
-8%
SalesforceCRM
0.2% of the fund
-7%

Sold out

Sold their entire stake.

Honeywell InternationalHON
-100%
Goldman Sachs ETF TRGIND
-100%
Ishares TRINDA
-100%
Palantir TechnologiesPLTR
-100%
Ishares TRPFF
-100%
IsharesEWW
-100%

Holdings

Vanguard Index FDSVTI
Share
5.2%
Value
$26m
Shares
69,441
+3%
AppleAAPL
Share
4.6%
Value
$23m
Shares
78,845
Held
Vanguard World FDMGK
Share
4.0%
Value
$20m
Shares
224,090
Held
Quanta ServicesPWR
Share
3.0%
Value
$15m
Shares
21,027
Held
Vanguard Whitehall FDSVYM
Share
3.0%
Value
$15m
Shares
92,893
+5%
TJX CompaniesTJX
Share
2.8%
Value
$14m
Shares
92,789
Held
Ishares TRDVY
Share
2.6%
Value
$13m
Shares
83,948
+13%
Costco WholesaleCOST
Share
2.6%
Value
$13m
Shares
13,881
Held
Invesco Exchange Traded FD TRSP
Share
2.5%
Value
$12m
Shares
58,196
Held
Berkshire HathawayBRK-B
Share
2.5%
Value
$12m
Shares
24,708
Held
MicrosoftMSFT
Share
2.5%
Value
$12m
Shares
32,910
Held
Vanguard Index FDSVTV
Share
2.3%
Value
$12m
Shares
53,586
Held
AlphabetGOOGL
Share
2.3%
Value
$11m
Shares
31,374
Held
WalmartWMT
Share
2.0%
Value
$10m
Shares
88,671
Held
Vanguard World FDVGT
Share
1.8%
Value
$9m
Shares
73,376
Held
Amazon.comAMZN
Share
1.8%
Value
$9m
Shares
36,783
Held
Vanguard Specialized FundsVIG
Share
1.5%
Value
$8m
Shares
32,547
Held
Pgim ETF TRPULS
Share
1.4%
Value
$7m
Shares
138,435
+5%
Vanguard Whitehall FDSVYMI
Share
1.4%
Value
$7m
Shares
68,682
+3%
MerckMRK
Share
1.3%
Value
$7m
Shares
51,773
Held
AbbVieABBV
Share
1.3%
Value
$6m
Shares
25,628
Held
Seagate Technology HoldingsSTX
Share
1.3%
Value
$6m
Shares
6,531
Held
Schwab Strategic TRSCHD
Share
1.3%
Value
$6m
Shares
198,228
+35%
JPMorgan ChaseJPM
Share
1.2%
Value
$6m
Shares
18,491
Held
Johnson & JohnsonJNJ
Share
1.2%
Value
$6m
Shares
22,910
Held
PfizerPFE
Share
1.1%
Value
$5m
Shares
226,116
-3%
PepsiCoPEP
Share
1.1%
Value
$5m
Shares
39,005
-2%
Ishares TRIVV
Share
1.0%
Value
$5m
Shares
6,899
-4%
Vanguard Index FDSVUG
Share
1.0%
Value
$5m
Shares
58,599
+21%
BroadcomAVGO
Share
0.9%
Value
$4m
Shares
11,405
Held
Bank of AmericaBAC
Share
0.8%
Value
$4m
Shares
72,754
Held
Invesco QQQ TRQQQ
Share
0.8%
Value
$4m
Shares
5,520
Held
Invesco Exchange Traded FD TPHO
Share
0.8%
Value
$4m
Shares
57,388
Held
Advanced Micro DevicesAMD
Share
0.8%
Value
$4m
Shares
6,560
-3%
State STR Spdr S&P 500 ETF TSPY
Share
0.8%
Value
$4m
Shares
5,084
Held
First TR Exchange-Traded FDFIW
Share
0.7%
Value
$4m
Shares
33,010
+2%
Vanguard Star FDSVXUS
Share
0.7%
Value
$4m
Shares
41,274
Held
Ishares TRQUAL
Share
0.7%
Value
$3m
Shares
14,953
+23%
VisaV
Share
0.7%
Value
$3m
Shares
9,564
Held
Home DepotHD
Share
0.7%
Value
$3m
Shares
9,201
Held
Vanguard World FDVHT
Share
0.6%
Value
$3m
Shares
10,673
Held
ExxonMobil HoldingsXOM
Share
0.6%
Value
$3m
Shares
22,958
-4%
Spdr Series TrustSPYV
Share
0.6%
Value
$3m
Shares
51,450
-5%
First TR Exchange-Traded FDKNG
Share
0.6%
Value
$3m
Shares
59,020
Held
Philip Morris InternationalPM
Share
0.6%
Value
$3m
Shares
16,464
Held
ChevronCVX
Share
0.6%
Value
$3m
Shares
17,545
Held
McDonald'sMCD
Share
0.6%
Value
$3m
Shares
10,633
Held
UnitedHealth GroupUNH
Share
0.6%
Value
$3m
Shares
6,879
Held
PNC Financial Services GroupPNC
Share
0.5%
Value
$3m
Shares
10,731
-4%
Spdr Series TrustSPTM
Share
0.5%
Value
$3m
Shares
28,696
-3%
Waste ManagementWM
Share
0.5%
Value
$3m
Shares
11,659
-3%
Coca-ColaKO
Share
0.5%
Value
$3m
Shares
31,195
-2%
Spdr Series TrustSPYG
Share
0.5%
Value
$2m
Shares
20,088
Held
Vanguard World FDVPU
Share
0.5%
Value
$2m
Shares
12,202
Held
Vanguard Index FDSVOO
Share
0.5%
Value
$2m
Shares
3,416
Held
Verizon CommunicationsVZ
Share
0.5%
Value
$2m
Shares
54,280
-4%
American ExpressAXP
Share
0.5%
Value
$2m
Shares
6,633
-2%
Procter & GamblePG
Share
0.4%
Value
$2m
Shares
15,152
Held
Eli LillyLLY
Share
0.4%
Value
$2m
Shares
1,809
-2%
Spdr Series TrustSPYM
Share
0.4%
Value
$2m
Shares
24,283
-5%
BoeingBA
Share
0.4%
Value
$2m
Shares
9,646
-2%
Vanguard World FDVFH
Share
0.4%
Value
$2m
Shares
15,805
-4%
Ishares TRIWF
Share
0.4%
Value
$2m
Shares
16,588
Held
AlphabetGOOG
Share
0.4%
Value
$2m
Shares
5,115
-2%
State STR Spdr DOW Jones INDDIA
Share
0.3%
Value
$2m
Shares
3,315
Held
Mondelez InternationalMDLZ
Share
0.3%
Value
$2m
Shares
29,681
Held
Viking HoldingsVIK
Share
0.3%
Value
$2m
Shares
16,312
+3%
Select Sector Spdr TRXLK
Share
0.3%
Value
$2m
Shares
8,924
-3%
CaterpillarCAT
Share
0.3%
Value
$2m
Shares
1,586
Held
Cheniere EnergyLNG
Share
0.3%
Value
$2m
Shares
6,799
Held
First TR Exchange Trad FD VIFTGC
Share
0.3%
Value
$2m
Shares
58,479
Held
Ishares TRIQLT
Share
0.3%
Value
$2m
Shares
30,669
-7%
Ishares TRSGOV
Share
0.3%
Value
$1m
Shares
14,812
New
Ishares TRITA
Share
0.3%
Value
$1m
Shares
5,987
Held
Wisdomtree TRDGRW
Share
0.3%
Value
$1m
Shares
15,107
-4%
NvidiaNVDA
Share
0.3%
Value
$1m
Shares
7,090
+45%
Marriott InternationalMAR
Share
0.3%
Value
$1m
Shares
3,810
-23%
Abbott LaboratoriesABT
Share
0.3%
Value
$1m
Shares
15,369
Held
Pgim ETF TRPAAA
Share
0.3%
Value
$1m
Shares
26,614
+2%
Goldman Sachs GroupGS
Share
0.3%
Value
$1m
Shares
1,348
Held
J P Morgan Exchange Traded FJEPI
Share
0.3%
Value
$1m
Shares
23,990
New
RTXRTX
Share
0.3%
Value
$1m
Shares
6,738
Held
First TR Exchange-Traded FDLMBS
Share
0.3%
Value
$1m
Shares
25,238
-4%
Spdr Series TrustSDY
Share
0.2%
Value
$1m
Shares
8,026
Held
Vanguard World FDVDE
Share
0.2%
Value
$1m
Shares
8,123
+34%
First TR Exchange-Traded FDRDVI
Share
0.2%
Value
$1m
Shares
41,025
Held
Spdr Series TrustSPYD
Share
0.2%
Value
$1m
Shares
24,015
+29%
Alps ETF TRAMLP
Share
0.2%
Value
$1m
Shares
21,997
+9%
NextEra EnergyNEE
Share
0.2%
Value
$1m
Shares
12,920
Held
CSXCSX
Share
0.2%
Value
$1m
Shares
22,607
Held
Honeywell AerospaceHONA
Share
0.2%
Value
$1m
Shares
4,782
New
Honeywell InternationalHON
Share
0.2%
Value
$1m
Shares
4,712
New
Ishares TRUSMV
Share
0.2%
Value
$978,796
Shares
10,147
Held
MetLifeMET
Share
0.2%
Value
$945,940
Shares
11,180
Held
Bristol-Myers SquibbBMY
Share
0.2%
Value
$939,189
Shares
16,300
Held
Altria GroupMO
Share
0.2%
Value
$937,940
Shares
13,036
Held
Morgan StanleyMS
Share
0.2%
Value
$930,855
Shares
4,453
Held
Ishares TRIGV
Share
0.2%
Value
$923,214
Shares
10,190
+24%
Ishares TRDGRO
Share
0.2%
Value
$908,413
Shares
11,986
-3%
Blackrock ETF Trust IIBINC
Share
0.2%
Value
$897,631
Shares
17,150
+42%

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVTI	5.2%	$26m	69,441	+3%
AppleAAPL	4.6%	$23m	78,845	Held
Vanguard World FDMGK	4.0%	$20m	224,090	Held
Quanta ServicesPWR	3.0%	$15m	21,027	Held
Vanguard Whitehall FDSVYM	3.0%	$15m	92,893	+5%
TJX CompaniesTJX	2.8%	$14m	92,789	Held
Ishares TRDVY	2.6%	$13m	83,948	+13%
Costco WholesaleCOST	2.6%	$13m	13,881	Held
Invesco Exchange Traded FD TRSP	2.5%	$12m	58,196	Held
Berkshire HathawayBRK-B	2.5%	$12m	24,708	Held
MicrosoftMSFT	2.5%	$12m	32,910	Held
Vanguard Index FDSVTV	2.3%	$12m	53,586	Held
AlphabetGOOGL	2.3%	$11m	31,374	Held
WalmartWMT	2.0%	$10m	88,671	Held
Vanguard World FDVGT	1.8%	$9m	73,376	Held
Amazon.comAMZN	1.8%	$9m	36,783	Held
Vanguard Specialized FundsVIG	1.5%	$8m	32,547	Held
Pgim ETF TRPULS	1.4%	$7m	138,435	+5%
Vanguard Whitehall FDSVYMI	1.4%	$7m	68,682	+3%
MerckMRK	1.3%	$7m	51,773	Held
AbbVieABBV	1.3%	$6m	25,628	Held
Seagate Technology HoldingsSTX	1.3%	$6m	6,531	Held
Schwab Strategic TRSCHD	1.3%	$6m	198,228	+35%
JPMorgan ChaseJPM	1.2%	$6m	18,491	Held
Johnson & JohnsonJNJ	1.2%	$6m	22,910	Held
PfizerPFE	1.1%	$5m	226,116	-3%
PepsiCoPEP	1.1%	$5m	39,005	-2%
Ishares TRIVV	1.0%	$5m	6,899	-4%
Vanguard Index FDSVUG	1.0%	$5m	58,599	+21%
BroadcomAVGO	0.9%	$4m	11,405	Held
Bank of AmericaBAC	0.8%	$4m	72,754	Held
Invesco QQQ TRQQQ	0.8%	$4m	5,520	Held
Invesco Exchange Traded FD TPHO	0.8%	$4m	57,388	Held
Advanced Micro DevicesAMD	0.8%	$4m	6,560	-3%
State STR Spdr S&P 500 ETF TSPY	0.8%	$4m	5,084	Held
First TR Exchange-Traded FDFIW	0.7%	$4m	33,010	+2%
Vanguard Star FDSVXUS	0.7%	$4m	41,274	Held
Ishares TRQUAL	0.7%	$3m	14,953	+23%
VisaV	0.7%	$3m	9,564	Held
Home DepotHD	0.7%	$3m	9,201	Held
Vanguard World FDVHT	0.6%	$3m	10,673	Held
ExxonMobil HoldingsXOM	0.6%	$3m	22,958	-4%
Spdr Series TrustSPYV	0.6%	$3m	51,450	-5%
First TR Exchange-Traded FDKNG	0.6%	$3m	59,020	Held
Philip Morris InternationalPM	0.6%	$3m	16,464	Held
ChevronCVX	0.6%	$3m	17,545	Held
McDonald'sMCD	0.6%	$3m	10,633	Held
UnitedHealth GroupUNH	0.6%	$3m	6,879	Held
PNC Financial Services GroupPNC	0.5%	$3m	10,731	-4%
Spdr Series TrustSPTM	0.5%	$3m	28,696	-3%
Waste ManagementWM	0.5%	$3m	11,659	-3%
Coca-ColaKO	0.5%	$3m	31,195	-2%
Spdr Series TrustSPYG	0.5%	$2m	20,088	Held
Vanguard World FDVPU	0.5%	$2m	12,202	Held
Vanguard Index FDSVOO	0.5%	$2m	3,416	Held
Verizon CommunicationsVZ	0.5%	$2m	54,280	-4%
American ExpressAXP	0.5%	$2m	6,633	-2%
Procter & GamblePG	0.4%	$2m	15,152	Held
Eli LillyLLY	0.4%	$2m	1,809	-2%
Spdr Series TrustSPYM	0.4%	$2m	24,283	-5%
BoeingBA	0.4%	$2m	9,646	-2%
Vanguard World FDVFH	0.4%	$2m	15,805	-4%
Ishares TRIWF	0.4%	$2m	16,588	Held
AlphabetGOOG	0.4%	$2m	5,115	-2%
State STR Spdr DOW Jones INDDIA	0.3%	$2m	3,315	Held
Mondelez InternationalMDLZ	0.3%	$2m	29,681	Held
Viking HoldingsVIK	0.3%	$2m	16,312	+3%
Select Sector Spdr TRXLK	0.3%	$2m	8,924	-3%
CaterpillarCAT	0.3%	$2m	1,586	Held
Cheniere EnergyLNG	0.3%	$2m	6,799	Held
First TR Exchange Trad FD VIFTGC	0.3%	$2m	58,479	Held
Ishares TRIQLT	0.3%	$2m	30,669	-7%
Ishares TRSGOV	0.3%	$1m	14,812	New
Ishares TRITA	0.3%	$1m	5,987	Held
Wisdomtree TRDGRW	0.3%	$1m	15,107	-4%
NvidiaNVDA	0.3%	$1m	7,090	+45%
Marriott InternationalMAR	0.3%	$1m	3,810	-23%
Abbott LaboratoriesABT	0.3%	$1m	15,369	Held
Pgim ETF TRPAAA	0.3%	$1m	26,614	+2%
Goldman Sachs GroupGS	0.3%	$1m	1,348	Held
J P Morgan Exchange Traded FJEPI	0.3%	$1m	23,990	New
RTXRTX	0.3%	$1m	6,738	Held
First TR Exchange-Traded FDLMBS	0.3%	$1m	25,238	-4%
Spdr Series TrustSDY	0.2%	$1m	8,026	Held
Vanguard World FDVDE	0.2%	$1m	8,123	+34%
First TR Exchange-Traded FDRDVI	0.2%	$1m	41,025	Held
Spdr Series TrustSPYD	0.2%	$1m	24,015	+29%
Alps ETF TRAMLP	0.2%	$1m	21,997	+9%
NextEra EnergyNEE	0.2%	$1m	12,920	Held
CSXCSX	0.2%	$1m	22,607	Held
Honeywell AerospaceHONA	0.2%	$1m	4,782	New
Honeywell InternationalHON	0.2%	$1m	4,712	New
Ishares TRUSMV	0.2%	$978,796	10,147	Held
MetLifeMET	0.2%	$945,940	11,180	Held
Bristol-Myers SquibbBMY	0.2%	$939,189	16,300	Held
Altria GroupMO	0.2%	$937,940	13,036	Held
Morgan StanleyMS	0.2%	$930,855	4,453	Held
Ishares TRIGV	0.2%	$923,214	10,190	+24%
Ishares TRDGRO	0.2%	$908,413	11,986	-3%
Blackrock ETF Trust IIBINC	0.2%	$897,631	17,150	+42%

Showing the largest 100 of 193.

Options (5)

NvidiaNVDA
Type
Put
Value
$16,940
Contracts
2,200
Meta PlatformsMETA
Type
Put
Value
$12,480
Contracts
400
AlphabetGOOGL
Type
Put
Value
$8,505
Contracts
1,800
Eli LillyLLY
Type
Put
Value
$3,240
Contracts
800
AppleAAPL
Type
Put
Value
$3,115
Contracts
700

Company	Type	Value	Contracts
NvidiaNVDA	Put	$16,940	2,200
Meta PlatformsMETA	Put	$12,480	400
AlphabetGOOGL	Put	$8,505	1,800
Eli LillyLLY	Put	$3,240	800
AppleAAPL	Put	$3,115	700

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 18.5% since 30 June 2025.

Where the money is

Technology11.3%

Everyday goods7.8%

Financial services7.3%

Health care6.9%

Industrials6.8%

Retail & consumer6.4%

Media & telecom3.8%

Energy1.6%

Utilities0.7%

Materials0.2%

Other47.1%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.