Raab & Moskowitz Asset Management LLC

data from 30/09/2025

Capitalization

$ 447.284 M 6.56 %

Average holding period

26 ans

Performance

$ 3.095 B 1 674.92 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Raab & Moskowitz Asset Management LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 VTI VANGUARD INDEX FDS 5.00% 22.346 M $ 68092 2013/12/31 1.662 M $ 7.98 %
2025/09/30 AAPL APPLE INC 4.72% 21.093 M $ 82836 2013/12/31 4.023 M $ 24.11 %
2025/09/30 MGK VANGUARD WORLD FD 4.25% 19.021 M $ 47266 2018/09/30 1.722 M $ 9.90 %
2025/09/30 MSFT MICROSOFT CORP 3.81% 17.056 M $ 32930 2013/12/31 685.666 K $ 4.13 %
2025/09/30 TJX TJX COS INC NEW 3.23% 14.428 M $ 99819 2013/12/31 2.136 M $ 17.05 %
2025/09/30 COST COSTCO WHSL CORP NEW 2.93% 13.088 M $ 14140 2013/12/31 -924.327 K $ -6.50 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 2.83% 12.679 M $ 25221 2013/12/31 442.730 K $ 3.49 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 2.47% 11.037 M $ 58183 2020/12/31 457.891 K $ 4.38 %
2025/09/30 VYM VANGUARD WHITEHALL FDS 2.42% 10.806 M $ 76667 2018/09/30 558.865 K $ 5.73 %
2025/09/30 VTV VANGUARD INDEX FDS 2.21% 9.902 M $ 53097 2016/03/31 526.929 K $ 5.52 %
2025/09/30 WMT WALMART INC 2.10% 9.410 M $ 91305 2013/12/31 483.077 K $ 5.40 %
2025/09/30 PWR QUANTA SVCS INC 2.10% 9.382 M $ 22638 2021/06/30 837.527 K $ 9.61 %
2025/09/30 DVY ISHARES TR 2.00% 8.955 M $ 63021 2013/12/31 553.563 K $ 6.99 %
2025/09/30 AMZN AMAZON COM INC 1.93% 8.628 M $ 39295 2013/12/31 7.114 K $ 0.08 %
2025/09/30 GOOGL ALPHABET INC 1.89% 8.439 M $ 34713 2015/12/31 2.491 M $ 37.94 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 1.67% 7.489 M $ 34705 2013/12/31 392.547 K $ 5.43 %
2025/09/30 PFE PFIZER INC 1.60% 7.157 M $ 280874 2013/12/31 352.288 K $ 5.12 %
2025/09/30 VGT VANGUARD WORLD FD 1.59% 7.120 M $ 9536 2015/12/31 795.742 K $ 12.57 %
2025/09/30 PEP PEPSICO INC 1.44% 6.432 M $ 45797 2013/12/31 384.787 K $ 6.36 %
2025/09/30 ABBV ABBVIE INC 1.35% 6.030 M $ 26044 2013/12/31 1.204 M $ 24.74 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.25% 5.609 M $ 17782 2013/12/31 455.200 K $ 8.80 %
2025/09/30 IVV ISHARES TR 1.13% 5.052 M $ 7548 2016/06/30 366.920 K $ 7.80 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.01% 4.518 M $ 24368 2013/12/31 802.015 K $ 21.39 %
2025/09/30 MRK MERCK & CO INC 1.00% 4.476 M $ 53335 2013/12/31 276.803 K $ 6.03 %
2025/09/30 AVGO BROADCOM INC 0.97% 4.320 M $ 13094 2019/06/30 733.161 K $ 19.69 %
2025/09/30 BAC BANK AMERICA CORP 0.96% 4.313 M $ 83599 2013/12/31 356.933 K $ 9.02 %
2025/09/30 PHO INVESCO EXCHANGE TRADED FD T 0.95% 4.255 M $ 59001 2018/06/30 132.653 K $ 3.15 %
2025/09/30 HD HOME DEPOT INC 0.94% 4.204 M $ 10376 2015/09/30 402.462 K $ 10.51 %
2025/09/30 PULS PGIM ETF TR 0.93% 4.139 M $ 83060 2023/09/30 4.732 K $ 0.14 %
2025/09/30 VUG VANGUARD INDEX FDS 0.87% 3.883 M $ 8097 2014/12/31 341.218 K $ 9.40 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.81% 3.610 M $ 5419 2013/12/31 271.324 K $ 7.82 %
2025/09/30 FIW FIRST TR EXCHANGE-TRADED FD 0.79% 3.555 M $ 31645 2021/06/30 143.169 K $ 4.05 %
2025/09/30 V VISA INC 0.74% 3.332 M $ 9760 2015/12/31 -135.141 K $ -3.85 %
2025/09/30 QQQ INVESCO QQQ TR 0.73% 3.246 M $ 5406 2018/06/30 271.084 K $ 8.83 %
2025/09/30 MCD MCDONALDS CORP 0.72% 3.216 M $ 10582 2013/12/31 124.548 K $ 4.01 %
2025/09/30 SPYV SPDR SERIES TRUST 0.67% 3.015 M $ 54498 2017/12/31 163.113 K $ 5.71 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.64% 2.847 M $ 64784 2013/12/31 46.086 K $ 1.57 %
2025/09/30 KNG FIRST TR EXCHANGE-TRADED FD 0.63% 2.830 M $ 57392 2021/06/30 11.623 K $ 0.43 %
2025/09/30 VHT VANGUARD WORLD FD 0.63% 2.822 M $ 10870 2016/09/30 125.053 K $ 4.53 %
2025/09/30 CVX CHEVRON CORP NEW 0.61% 2.738 M $ 17633 2013/12/31 219.651 K $ 8.45 %
2025/09/30 XOM EXXON MOBIL CORP 0.60% 2.669 M $ 23670 2013/12/31 117.938 K $ 4.59 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.60% 2.663 M $ 16419 2013/12/31 -327.230 K $ -10.94 %
2025/09/30 WM WASTE MGMT INC DEL 0.58% 2.580 M $ 11683 2013/12/31 -94.026 K $ -3.49 %
2025/09/30 VPU VANGUARD WORLD FD 0.55% 2.475 M $ 13069 2016/03/31 173.440 K $ 7.31 %
2025/09/30 SPTM SPDR SERIES TRUST 0.55% 2.467 M $ 30585 2018/09/30 176.359 K $ 7.69 %
2025/09/30 SCHD SCHWAB STRATEGIC TR 0.55% 2.465 M $ 90285 2023/06/30 56.127 K $ 3.02 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.54% 2.437 M $ 7057 2018/03/31 241.042 K $ 10.68 %
2025/09/30 MAR MARRIOTT INTL INC NEW 0.54% 2.416 M $ 9275 2022/09/30 -143.113 K $ -4.67 %
2025/09/30 PNC PNC FINL SVCS GROUP INC 0.53% 2.377 M $ 11830 2013/12/31 171.580 K $ 7.78 %
2025/09/30 LNG CHENIERE ENERGY INC 0.53% 2.358 M $ 10033 2023/12/31 -86.766 K $ -3.51 %
2025/09/30 BA BOEING CO 0.52% 2.342 M $ 10853 2013/12/31 68.991 K $ 3.01 %
2025/09/30 IGV ISHARES TR 0.51% 2.301 M $ 20011 2025/03/31 92.634 K $ 5.03 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.51% 2.269 M $ 6832 2013/12/31 90.968 K $ 4.13 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.50% 2.226 M $ 14487 2013/12/31 -82.538 K $ -3.56 %
2025/09/30 VFH VANGUARD WORLD FD 0.50% 2.215 M $ 16879 2016/06/30 66.739 K $ 3.10 %
2025/09/30 VOO VANGUARD INDEX FDS 0.50% 2.214 M $ 3616 2016/06/30 170.703 K $ 7.81 %
2025/09/30 SPYG SPDR SERIES TRUST 0.49% 2.182 M $ 20878 2018/09/30 192.613 K $ 9.64 %
2025/09/30 KO COCA COLA CO 0.48% 2.154 M $ 32481 2019/06/30 -146.026 K $ -6.26 %
2025/09/30 VXUS VANGUARD STAR FDS 0.48% 2.140 M $ 29131 2013/12/31 109.494 K $ 6.33 %
2025/09/30 ABT ABBOTT LABS 0.47% 2.090 M $ 15601 2013/12/31 -32.579 K $ -1.52 %
2025/09/30 HON HONEYWELL INTL INC 0.46% 2.071 M $ 9840 2013/12/31 -224.426 K $ -9.61 %
2025/09/30 SPLG SPDR SERIES TRUST 0.46% 2.069 M $ 26412 2017/12/31 150.883 K $ 7.77 %
2025/09/30 LYV LIVE NATION ENTERTAINMENT IN 0.45% 2.001 M $ 12245 2022/06/30 184.393 K $ 8.01 %
2025/09/30 MDLZ MONDELEZ INTL INC 0.44% 1.990 M $ 31853 2013/12/31 -160.148 K $ -7.37 %
2025/09/30 IWF ISHARES TR 0.44% 1.966 M $ 4198 2015/12/31 178.651 K $ 10.32 %
2025/09/30 PEG PUBLIC SVC ENTERPRISE GRP IN 0.44% 1.954 M $ 23415 2013/12/31 -16.854 K $ -0.86 %
2025/09/30 QUAL ISHARES TR 0.44% 1.952 M $ 10034 2019/03/31 80.054 K $ 6.39 %
2025/09/30 LLY ELI LILLY & CO 0.43% 1.903 M $ 2494 2019/12/31 -33.440 K $ -2.12 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.38% 1.697 M $ 10489 2022/09/30 231.320 K $ 14.02 %
2025/09/30 CRM SALESFORCE INC 0.37% 1.643 M $ 6935 2016/03/31 -309.360 K $ -13.09 %
2025/09/30 STX SEAGATE TECHNOLOGY HLDNGS PL 0.35% 1.570 M $ 6651 2021/06/30 610.096 K $ 63.56 %
2025/09/30 DIA SPDR DOW JONES INDL AVERAGE 0.35% 1.556 M $ 3356 2019/12/31 78.228 K $ 5.24 %
2025/09/30 EWJ ISHARES INC 0.35% 1.551 M $ 19333 2023/06/30 102.908 K $ 6.99 %
2025/09/30 DGRW WISDOMTREE TR 0.34% 1.542 M $ 17332 2022/09/30 100.109 K $ 6.23 %
2025/09/30 FTGC FIRST TR EXCHANGE TRAD FD VI 0.33% 1.481 M $ 57192 2021/09/30 72.269 K $ 4.99 %
2025/09/30 NKE NIKE INC 0.33% 1.456 M $ 20885 2013/12/31 -26.848 K $ -1.84 %
2025/09/30 ADSK AUTODESK INC 0.33% 1.454 M $ 4578 2018/03/31 37.081 K $ 2.62 %
2025/09/30 ITA ISHARES TR 0.32% 1.416 M $ 6766 2022/03/31 140.298 K $ 10.93 %
2025/09/30 DIS DISNEY WALT CO 0.32% 1.413 M $ 12343 2013/12/31 -118.817 K $ -7.67 %
2025/09/30 GOOG ALPHABET INC 0.31% 1.375 M $ 5645 2015/12/31 374.267 K $ 37.30 %
2025/09/30 NFLX NETFLIX INC 0.29% 1.315 M $ 1097 2023/03/31 -159.839 K $ -10.47 %
2025/09/30 MS MORGAN STANLEY 0.28% 1.274 M $ 8016 2020/12/31 144.890 K $ 12.85 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.28% 1.235 M $ 4382 2013/12/31 123.652 K $ 11.31 %
2025/09/30 PAAA PGIM ETF TR 0.28% 1.233 M $ 23951 2025/03/31 1.006 K $ 0.10 %
2025/09/30 ASML ASML HOLDING N V 0.26% 1.181 M $ 1220 2023/03/31 235.713 K $ 20.80 %
2025/09/30 RTX RTX CORPORATION 0.26% 1.159 M $ 6929 2020/06/30 150.065 K $ 14.59 %
2025/09/30 SDY SPDR SERIES TRUST 0.25% 1.110 M $ 7926 2019/12/31 34.054 K $ 3.18 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.24% 1.087 M $ 1365 2017/06/30 176.048 K $ 12.52 %
2025/09/30 MET METLIFE INC 0.23% 1.020 M $ 12386 2025/06/30 24.152 K $ 2.42 %
2025/09/30 NEE NEXTERA ENERGY INC 0.22% 1.001 M $ 13266 2013/12/31 80.160 K $ 8.74 %
2025/09/30 IQLT ISHARES TR 0.21% 941.114 K $ 21297 2025/09/30 0.000 $ 0.00 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.20% 901.183 K $ 19982 2013/12/31 -25.489 K $ -2.57 %
2025/09/30 SPYD SPDR SERIES TRUST 0.20% 898.084 K $ 20411 2018/09/30 31.699 K $ 3.68 %
2025/09/30 CMCSA COMCAST CORP NEW 0.19% 862.978 K $ 27466 2014/12/31 -117.886 K $ -11.96 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.19% 862.727 K $ 3089 2025/03/31 157.819 K $ 23.31 %
2025/09/30 MO ALTRIA GROUP INC 0.19% 862.611 K $ 13058 2013/12/31 96.857 K $ 12.67 %
2025/09/30 NVDA NVIDIA CORPORATION 0.19% 856.890 K $ 4593 2023/03/31 118.848 K $ 18.10 %
2025/09/30 UL UNILEVER PLC 0.19% 838.219 K $ 14140 2013/12/31 -26.936 K $ -3.09 %
2025/09/30 DGRO ISHARES TR 0.18% 824.759 K $ 12115 2017/09/30 50.135 K $ 6.47 %
2025/09/30 AMLP ALPS ETF TR 0.18% 812.921 K $ 17322 2021/12/31 -33.655 K $ -3.95 %