MondegarAI
Raab & Moskowitz Asset Management LLC

Q3 2024 · 13F-HR

Raab & Moskowitz Asset Management LLCholdings as filed

Filed 2024-11-15 · accession 0001172661-24-005340

$395.0M
Reported value
169
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$20.5M5.20%88,137CommonSOLE
922908769VTIVANGUARD INDEX FDS$19.1M4.83%67,390CommonSOLE
921910816MGKVANGUARD WORLD FD$16.9M4.28%52,493CommonSOLE
594918104MSFTMICROSOFT CORP$14.7M3.72%34,121CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$12.7M3.23%14,370CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$12.2M3.08%26,431CommonSOLE
872540109TJXTJX COS INC NEW$12.1M3.05%102,637CommonSOLE
922908744VTVVANGUARD INDEX FDS$9.5M2.41%54,545CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$9.4M2.38%52,536CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$8.7M2.19%67,499CommonSOLE
931142103WMTWALMART INC$7.7M1.94%94,750CommonSOLE
717081103PFEPFIZER INC$7.5M1.90%259,134CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$7.3M1.85%36,922CommonSOLE
74762E102QUREQUANTA SVCS INC$7.2M1.81%24,019CommonSOLE
713448108PEPPEPSICO INC$7.1M1.79%41,615CommonSOLE
023135106AMZNAMAZON COM INC$6.7M1.70%35,952CommonSOLE
02079K305GOOGLALPHABET INC$6.6M1.66%39,519CommonSOLE
464287168DVYISHARES TR$6.0M1.51%44,215CommonSOLE
92204A702VGTVANGUARD WORLD FD$5.9M1.50%10,099CommonSOLE
58933Y105MRKMERCK & CO INC$5.4M1.38%47,846CommonSOLE
00287Y109ABBVABBVIE INC$5.2M1.33%26,514CommonSOLE
464287200IVVISHARES TR$4.7M1.19%8,158CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$4.6M1.17%7,923CommonSOLE
478160104JNJJOHNSON & JOHNSON$4.6M1.15%28,100CommonSOLE
46137V142PHOINVESCO EXCHANGE TRADED FD T$4.2M1.07%59,898CommonSOLE
437076102HDHOME DEPOT INC$3.9M0.99%9,642CommonSOLE
922908736VUGVANGUARD INDEX FDS$3.8M0.96%9,900CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$3.6M0.92%17,289CommonSOLE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$3.6M0.91%33,036CommonSOLE
571903202MARMARRIOTT INTL INC NEW$3.5M0.88%14,019CommonSOLE
580135101MCDMCDONALDS CORP$3.3M0.85%10,966CommonSOLE
78464A508SPYVSPDR SER TR$3.3M0.84%63,115CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$3.3M0.84%5,794CommonSOLE
92204A504VHTVANGUARD WORLD FD$3.2M0.81%11,300CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$3.2M0.81%70,824CommonSOLE
060505104BACBANK AMERICA CORP$3.1M0.78%78,067CommonSOLE
191216100KOCOCA COLA CO$3.0M0.76%41,674CommonSOLE
92826C839VVISA INC$2.8M0.72%10,304CommonSOLE
69344A107PULSPGIM ETF TR$2.8M0.70%55,471CommonSOLE
46090E103QQQINVESCO QQQ TR$2.7M0.70%5,627CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.7M0.69%23,325CommonSOLE
94106L109WMWASTE MGMT INC DEL$2.7M0.69%13,088CommonSOLE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$2.5M0.64%46,202CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$2.5M0.63%13,567CommonSOLE
166764100CVXCHEVRON CORP NEW$2.4M0.60%16,133CommonSOLE
742718109PGPROCTER AND GAMBLE CO$2.3M0.59%13,471CommonSOLE
11135F101AVGOBROADCOM INC$2.3M0.58%13,244CommonSOLE
78464A805SPTMSPDR SER TR$2.2M0.56%31,643CommonSOLE
92204A876VPUVANGUARD WORLD FD$2.2M0.56%12,611CommonSOLE
438516106HONHONEYWELL INTL INC$2.2M0.54%10,406CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$2.1M0.53%19,178CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$2.1M0.53%12,782CommonSOLE
78464A409SPYGSPDR SER TR$2.1M0.52%24,739CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2.0M0.51%7,394CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$2.0M0.50%22,205CommonSOLE
609207105MDLZMONDELEZ INTL INC$2.0M0.50%26,862CommonSOLE
718172109PMPHILIP MORRIS INTL INC$2.0M0.50%16,189CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$2.0M0.50%23,130CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.9M0.48%3,615CommonSOLE
78464A854SPYMSPDR SER TR$1.9M0.48%28,248CommonSOLE
92204A405VFHVANGUARD WORLD FD$1.9M0.48%17,189CommonSOLE
002824100ABTABBOTT LABS$1.8M0.46%15,917CommonSOLE
464287614IWFISHARES TR$1.6M0.41%4,353CommonSOLE
97717X669DGRWWISDOMTREE TR$1.6M0.41%19,549CommonSOLE
097023105BABOEING CO$1.6M0.41%10,601CommonSOLE
254687106DISDISNEY WALT CO$1.6M0.41%16,722CommonSOLE
46434G822EWJISHARES INC$1.5M0.38%20,974CommonSOLE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$1.5M0.37%61,852CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$1.5M0.37%3,434CommonSOLE
79466L302CRMSALESFORCE INC$1.3M0.34%4,904CommonSOLE
532457108LLYELI LILLY & CO$1.3M0.34%1,514CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$1.3M0.34%5,865CommonSOLE
126408103CSXCSX CORP$1.3M0.33%37,230CommonSOLE
654106103NKENIKE INC$1.3M0.32%14,273CommonSOLE
052769106ADSKAUTODESK INC$1.3M0.32%4,578CommonSOLE
464288760ITAISHARES TR$1.2M0.32%8,353CommonSOLE
46432F339QUALISHARES TR$1.2M0.31%6,865CommonSOLE
78464A763SDYSPDR SER TR$1.2M0.31%8,566CommonSOLE
464286822EWWISHARES INC$1.2M0.30%22,421CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.2M0.30%27,983CommonSOLE
16411R208LNGCHENIERE ENERGY INC$1.1M0.29%6,388CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.1M0.28%13,040CommonSOLE
921909768VXUSVANGUARD STAR FDS$987,7380.25%15,257CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$986,4890.25%1,688CommonSOLE
02079K107GOOGALPHABET INC$981,2950.25%5,869CommonSOLE
46429B598INDAISHARES TR$979,6750.25%16,738CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$956,3260.24%18,483CommonSOLE
904767704UNILEVER PLC$921,0020.23%14,178CommonSOLE
922908553VNQVANGUARD INDEX FDS$911,2970.23%9,354CommonSOLE
744320102PRUPRUDENTIAL FINL INC$901,9530.23%7,448CommonSOLE
75513E101RTXRTX CORPORATION$898,1740.23%7,413CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$829,4620.21%14,054CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$813,4250.21%1,749CommonSOLE
00162Q452AMLPALPS ETF TR$804,6980.20%17,074CommonSOLE
64110L106NFLXNETFLIX INC$787,9990.20%1,111CommonSOLE
78468R788SPYDSPDR SER TR$772,9000.20%16,931CommonSOLE
46434V621DGROISHARES TR$765,6020.19%12,212CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$743,5280.19%4,629CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$737,5750.19%6,734CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$731,8400.19%2,840CommonSOLE
855244109SBUXSTARBUCKS CORP$712,8560.18%7,312CommonSOLE
921910840MGVVANGUARD WORLD FD$702,4610.18%5,476CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$690,4040.17%1,398CommonSOLE
02209S103MOALTRIA GROUP INC$681,6900.17%13,356CommonSOLE
149123101CATCATERPILLAR INC$676,5120.17%1,730CommonSOLE
464288687PFFISHARES TR$669,1670.17%20,137CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$663,2740.17%4,865CommonSOLE
126650100CVSCVS HEALTH CORP$644,5200.16%10,250CommonSOLE
33939L886RAVIFLEXSHARES TR$637,7760.16%8,430CommonSOLE
747525103QCOMQUALCOMM INC$635,8740.16%3,739CommonSOLE
33740F219QCJLFIRST TR EXCHNG TRADED FD VI$613,5000.16%30,000CommonSOLE
92204A306VDEVANGUARD WORLD FD$607,4510.15%4,960CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$591,1070.15%2,485CommonSOLE
907818108UNPUNION PAC CORP$568,3830.14%2,306CommonSOLE
464287655IWMISHARES TR$546,7030.14%2,475CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$545,6580.14%1,102CommonSOLE
92204A207VDCVANGUARD WORLD FD$539,8640.14%2,471CommonSOLE
464287457SHYISHARES TR$539,6440.14%6,490CommonSOLE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$528,3160.13%10,693CommonSOLE
670346105NUENUCOR CORP$524,3860.13%3,488CommonSOLE
N07059210ASMLASML HOLDING N V$523,2810.13%628CommonSOLE
487836108KKELLANOVA$517,1900.13%6,408CommonSOLE
80105N105SNYSANOFI$515,5580.13%8,946CommonSOLE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$505,1200.13%20,500CommonSOLE
67066G104NVDANVIDIA CORPORATION$491,8340.12%4,050CommonSOLE
17275R102CSCOCISCO SYS INC$479,9010.12%9,017CommonSOLE
209115104EDCONSOLIDATED EDISON INC$464,0030.12%4,456CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$461,0840.12%10,174CommonSOLE
92204A603VISVANGUARD WORLD FD$455,3830.12%1,751CommonSOLE
464287309IVWISHARES TR$454,9680.12%4,752CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$434,6270.11%1,749CommonSOLE
780259305SHELSHELL PLC$421,2340.11%6,387CommonSOLE
68389X105ORCLORACLE CORP$413,4820.10%2,427CommonSOLE
97717W844DNLWISDOMTREE TR$399,6410.10%10,144CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$391,4610.10%4,929CommonSOLE
74348A467NOBLPROSHARES TR$389,0330.10%3,644CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$383,7770.10%2,492CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$383,6230.10%2,471CommonSOLE
617446448MSMORGAN STANLEY$379,6420.10%3,642CommonSOLE
87612E106TGTTARGET CORP$376,0900.10%2,413CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$370,5940.09%4,425CommonSOLE
375558103GILDGILEAD SCIENCES INC$360,2600.09%4,297CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$359,4610.09%1,626CommonSOLE
500754106KHCKRAFT HEINZ CO$354,6460.09%10,101CommonSOLE
00206R102TAT&T INC$353,7990.09%16,082CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$330,5040.08%935CommonSOLE
88160R101TSLATESLA INC$330,1770.08%1,262CommonSOLE
78468R101SPTSSPDR SER TR$325,5980.08%11,071CommonSOLE
464288836IHEISHARES TR$324,7350.08%4,599CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$322,1920.08%2,794CommonSOLE
88579Y101MMM3M CO$311,9490.08%2,282CommonSOLE
30303M102METAMETA PLATFORMS INC$311,4070.08%544CommonSOLE
G87052109TELTE CONNECTIVITY PLC$307,8690.08%2,039CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$305,5100.08%6,120CommonSOLE
244199105DEDEERE & CO$295,5520.07%708CommonSOLE
031162100AMGNAMGEN INC$292,2440.07%907CommonSOLE
92204A108VCRVANGUARD WORLD FD$290,7700.07%854CommonSOLE
922908629VOVANGUARD INDEX FDS$284,6730.07%1,079CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$277,2720.07%3,158CommonSOLE
369604301GEGE AEROSPACE$262,4670.07%1,392CommonSOLE
579780206MKCMCCORMICK & CO INC$256,2820.06%3,114CommonSOLE
020002101ALLALLSTATE CORP$242,7520.06%1,280CommonSOLE
464287150ITOTISHARES TR$240,2480.06%1,913CommonSOLE
464287408IVEISHARES TR$219,6470.06%1,114CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$218,0410.06%2,627CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$209,4970.05%3,537CommonSOLE
G76279101ROIVROIVANT SCIENCES LTD$126,9400.03%11,000CommonSOLE
46267XAE8IQIYI INC$29,3780.01%30,000CommonSOLE
09061GAK7BMRN 1.25 05/15/27BIOMARIN PHARMACEUTICAL INC$28,4710.01%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.