MondegarAI
Raab & Moskowitz Asset Management LLC

Q2 2024 · 13F-HR

Raab & Moskowitz Asset Management LLCholdings as filed

Filed 2024-08-15 · accession 0001172661-24-003588

$368.0M
Reported value
167
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$18.8M5.12%89,396CommonSOLE
922908769VTIVANGUARD INDEX FDS$18.1M4.91%67,558CommonSOLE
921910816MGKVANGUARD WORLD FD$16.7M4.55%53,248CommonSOLE
594918104MSFTMICROSOFT CORP$15.2M4.12%33,953CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$12.3M3.34%14,482CommonSOLE
872540109TJXTJX COS INC NEW$11.2M3.06%102,134CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$10.8M2.93%26,504CommonSOLE
922908744VTVVANGUARD INDEX FDS$8.5M2.30%52,740CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$8.1M2.20%49,201CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$7.4M2.00%62,188CommonSOLE
02079K305GOOGLALPHABET INC$7.3M1.99%40,307CommonSOLE
023135106AMZNAMAZON COM INC$6.9M1.88%35,788CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$6.8M1.86%37,414CommonSOLE
717081103PFEPFIZER INC$6.7M1.82%238,937CommonSOLE
931142103WMTWALMART INC$6.4M1.75%94,920CommonSOLE
713448108PEPPEPSICO INC$6.3M1.72%38,329CommonSOLE
74762E102QUREQUANTA SVCS INC$6.2M1.68%24,317CommonSOLE
92204A702VGTVANGUARD WORLD FD$5.8M1.58%10,106CommonSOLE
58933Y105MRKMERCK & CO INC$5.8M1.57%46,798CommonSOLE
464287168DVYISHARES TR$5.2M1.41%42,844CommonSOLE
00287Y109ABBVABBVIE INC$4.5M1.23%26,433CommonSOLE
464287200IVVISHARES TR$4.5M1.22%8,206CommonSOLE
478160104JNJJOHNSON & JOHNSON$4.2M1.14%28,817CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$4.1M1.11%7,988CommonSOLE
46137V142PHOINVESCO EXCHANGE TRADED FD T$3.9M1.05%59,718CommonSOLE
922908736VUGVANGUARD INDEX FDS$3.8M1.02%10,027CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$3.5M0.95%17,233CommonSOLE
571903202MARMARRIOTT INTL INC NEW$3.4M0.93%14,172CommonSOLE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$3.3M0.90%33,168CommonSOLE
437076102HDHOME DEPOT INC$3.2M0.88%9,403CommonSOLE
78464A508SPYVSPDR SER TR$3.1M0.83%62,974CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$3.1M0.83%5,636CommonSOLE
92204A504VHTVANGUARD WORLD FD$3.1M0.83%11,488CommonSOLE
060505104BACBANK AMERICA CORP$3.1M0.83%76,786CommonSOLE
94106L109WMWASTE MGMT INC DEL$2.9M0.78%13,442CommonSOLE
69344A107PULSPGIM ETF TR$2.8M0.76%56,301CommonSOLE
580135101MCDMCDONALDS CORP$2.8M0.75%10,870CommonSOLE
191216100KOCOCA COLA CO$2.7M0.74%42,630CommonSOLE
46090E103QQQINVESCO QQQ TR$2.7M0.74%5,653CommonSOLE
92826C839VVISA INC$2.7M0.73%10,250CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.7M0.72%23,152CommonSOLE
166764100CVXCHEVRON CORP NEW$2.6M0.70%16,580CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$2.5M0.67%59,509CommonSOLE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$2.4M0.65%47,105CommonSOLE
438516106HONHONEYWELL INTL INC$2.2M0.61%10,529CommonSOLE
78464A805SPTMSPDR SER TR$2.2M0.58%32,440CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$2.1M0.58%13,624CommonSOLE
742718109PGPROCTER AND GAMBLE CO$2.1M0.57%12,785CommonSOLE
78464A409SPYGSPDR SER TR$2.0M0.54%24,739CommonSOLE
097023105BABOEING CO$1.9M0.52%10,535CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.9M0.51%11,473CommonSOLE
11135F101AVGOBROADCOM INC$1.9M0.50%1,156CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.8M0.49%3,633CommonSOLE
78464A854SPYMSPDR SER TR$1.8M0.49%28,248CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$1.8M0.49%19,249CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$1.8M0.49%23,015CommonSOLE
254687106DISDISNEY WALT CO$1.8M0.48%17,887CommonSOLE
92204A405VFHVANGUARD WORLD FD$1.8M0.48%17,583CommonSOLE
025816109AXPAMERICAN EXPRESS CO$1.7M0.47%7,466CommonSOLE
002824100ABTABBOTT LABS$1.7M0.46%16,403CommonSOLE
609207105MDLZMONDELEZ INTL INC$1.7M0.46%25,968CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.6M0.45%16,177CommonSOLE
464287614IWFISHARES TR$1.6M0.44%4,433CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$1.6M0.43%21,487CommonSOLE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$1.5M0.42%64,231CommonSOLE
464286822EWWISHARES INC$1.5M0.41%26,954CommonSOLE
97717X669DGRWWISDOMTREE TR$1.5M0.40%18,977CommonSOLE
46434G822EWJISHARES INC$1.5M0.40%21,577CommonSOLE
92204A876VPUVANGUARD WORLD FD$1.5M0.40%9,954CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$1.3M0.36%5,914CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$1.3M0.36%3,368CommonSOLE
532457108LLYELI LILLY & CO$1.3M0.36%1,451CommonSOLE
79466L302CRMSALESFORCE INC$1.3M0.34%4,920CommonSOLE
126408103CSXCSX CORP$1.3M0.34%37,422CommonSOLE
46432F339QUALISHARES TR$1.2M0.33%7,134CommonSOLE
464288760ITAISHARES TR$1.2M0.32%8,957CommonSOLE
052769106ADSKAUTODESK INC$1.1M0.31%4,644CommonSOLE
78464A763SDYSPDR SER TR$1.1M0.31%8,888CommonSOLE
654106103NKENIKE INC$1.1M0.31%14,899CommonSOLE
02079K107GOOGALPHABET INC$1.1M0.30%6,050CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.1M0.30%28,153CommonSOLE
46429B598INDAISHARES TR$981,5610.27%17,597CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$953,1430.26%16,436CommonSOLE
921909768VXUSVANGUARD STAR FDS$933,2630.25%15,477CommonSOLE
65339F101NEENEXTERA ENERGY INC$923,3710.25%13,040CommonSOLE
67066G104NVDANVIDIA CORPORATION$864,1820.23%6,995CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$837,1340.23%1,786CommonSOLE
00162Q452AMLPALPS ETF TR$828,1350.23%17,260CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$813,2120.22%19,581CommonSOLE
904767704UNILEVER PLC$788,9970.21%14,348CommonSOLE
747525103QCOMQUALCOMM INC$773,4160.21%3,883CommonSOLE
922908553VNQVANGUARD INDEX FDS$772,2930.21%9,220CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$766,9780.21%1,642CommonSOLE
744320102PRUPRUDENTIAL FINL INC$743,5290.20%6,344CommonSOLE
75513E101RTXRTX CORPORATION$731,9470.20%7,291CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$730,6750.20%2,840CommonSOLE
64110L106NFLXNETFLIX INC$716,0480.19%1,061CommonSOLE
126650100CVSCVS HEALTH CORP$714,0280.19%12,089CommonSOLE
46434V621DGROISHARES TR$704,8730.19%12,235CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$695,4200.19%6,734CommonSOLE
92204A306VDEVANGUARD WORLD FD$685,4340.19%5,373CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$682,4510.19%4,986CommonSOLE
464288687PFFISHARES TR$680,2160.18%21,559CommonSOLE
33939L886RAVIFLEXSHARES TR$647,4950.18%8,579CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$633,5880.17%4,628CommonSOLE
N07059210ASMLASML HOLDING N V$617,7290.17%604CommonSOLE
02209S103MOALTRIA GROUP INC$608,3660.17%13,356CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$607,9180.17%1,378CommonSOLE
921910840MGVVANGUARD WORLD FD$604,4690.16%5,101CommonSOLE
855244109SBUXSTARBUCKS CORP$594,1800.16%7,632CommonSOLE
149123101CATCATERPILLAR INC$581,4190.16%1,745CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$563,2470.15%2,508CommonSOLE
464287457SHYISHARES TR$551,9540.15%6,760CommonSOLE
670346105NUENUCOR CORP$551,3830.15%3,488CommonSOLE
78468R788SPYDSPDR SER TR$526,0470.14%13,076CommonSOLE
907818108UNPUNION PAC CORP$521,7560.14%2,306CommonSOLE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$513,7750.14%10,692CommonSOLE
464287655IWMISHARES TR$502,1530.14%2,475CommonSOLE
780259305SHELSHELL PLC$482,5830.13%6,685CommonSOLE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$479,2900.13%20,500CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$478,5320.13%1,057CommonSOLE
92204A207VDCVANGUARD WORLD FD$470,8270.13%2,319CommonSOLE
464287309IVWISHARES TR$439,7150.12%4,751CommonSOLE
80105N105SNYSANOFI$434,0600.12%8,946CommonSOLE
17275R102CSCOCISCO SYS INC$427,2250.12%8,992CommonSOLE
92204A603VISVANGUARD WORLD FD$411,8700.11%1,751CommonSOLE
97717W844DNLWISDOMTREE TR$400,2930.11%10,242CommonSOLE
209115104EDCONSOLIDATED EDISON INC$398,4560.11%4,456CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$390,5850.11%9,500CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$387,1990.11%5,010CommonSOLE
87612E106TGTTARGET CORP$383,1280.10%2,588CommonSOLE
487836108KKELLANOVA$376,6500.10%6,530CommonSOLE
78468R101SPTSSPDR SER TR$375,6280.10%13,011CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$366,6910.10%1,708CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$357,5870.10%2,453CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$353,6900.10%4,425CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$350,8920.10%7,220CommonSOLE
74348A467NOBLPROSHARES TR$350,2980.10%3,644CommonSOLE
617446448MSMORGAN STANLEY$344,4410.09%3,544CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$338,2300.09%2,471CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$327,3790.09%1,079CommonSOLE
68389X105ORCLORACLE CORP$315,2140.09%2,232CommonSOLE
00206R102TAT&T INC$307,3230.08%16,081CommonSOLE
H84989104TEL1USDTE CONNECTIVITY LTD$306,7270.08%2,039CommonSOLE
464288836IHEISHARES TR$305,0060.08%4,599CommonSOLE
375558103GILDGILEAD SCIENCES INC$294,8170.08%4,297CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$292,2270.08%3,206CommonSOLE
031162100AMGNAMGEN INC$288,7040.08%924CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$277,4510.08%1,604CommonSOLE
92204A108VCRVANGUARD WORLD FD$266,7300.07%854CommonSOLE
30303M102METAMETA PLATFORMS INC$263,2030.07%522CommonSOLE
922908629VOVANGUARD INDEX FDS$261,2260.07%1,079CommonSOLE
244199105DEDEERE & CO$257,1430.07%688CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$249,3100.07%2,487CommonSOLE
88579Y101MMM3M CO$245,6650.07%2,404CommonSOLE
88160R101TSLATESLA INC$228,7490.06%1,156CommonSOLE
26922A842JETSETF SER SOLUTIONS$227,9380.06%11,594CommonSOLE
464287150ITOTISHARES TR$227,1670.06%1,912CommonSOLE
579780206MKCMCCORMICK & CO INC$225,0220.06%3,172CommonSOLE
46138G706TANINVESCO EXCH TRADED FD TR II$216,9730.06%5,396CommonSOLE
464287226AGGISHARES TR$216,3210.06%2,228CommonSOLE
020002101ALLALLSTATE CORP$204,3650.06%1,280CommonSOLE
464287408IVEISHARES TR$202,7590.06%1,114CommonSOLE
92189F676SMHVANECK ETF TRUST$201,2600.05%772CommonSOLE
16411R208LNGCHENIERE ENERGY INC$201,0550.05%1,150CommonSOLE
46267XAE8IQIYI INC$29,6910.01%30,000CommonSOLE
09061GAK7BMRN 1.25 05/15/27BIOMARIN PHARMACEUTICAL INC$28,6980.01%30,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.