Raab & Moskowitz Asset Management LLC Diversified Active

CIK: 0001616664 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 15, 2024

Total Value ($000): $394,983 (100.0% shares, 0.0% debt)

Holdings (169)

AAPL APPLE INC 5.2%
Value ($000) $20,536 Shares 88,137 Est. Cost $92.59 Unrealized +139.7%
VTI VANGUARD INDEX FDS 4.8%
Value ($000) $19,082 Shares 67,390 Est. Cost $138.93 Unrealized
MGK VANGUARD WORLD FD 4.3%
Value ($000) $16,900 Shares 52,493 Est. Cost $162.00 Unrealized
MSFT MICROSOFT CORP 3.7%
Value ($000) $14,682 Shares 34,121 Est. Cost $92.33 Unrealized +358.3%
COST COSTCO WHSL CORP NEW 3.2%
Value ($000) $12,740 Shares 14,370 Est. Cost $150.27 Unrealized +473.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 3.1%
Value ($000) $12,165 Shares 26,431 Est. Cost $142.42 Unrealized +210.5%
TJX TJX COS INC NEW 3.1%
Value ($000) $12,064 Shares 102,637 Est. Cost $48.72 Unrealized +131.4%
VTV VANGUARD INDEX FDS 2.4%
Value ($000) $9,522 Shares 54,545 Est. Cost $137.21 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 2.4%
Value ($000) $9,412 Shares 52,536 Est. Cost $154.93 Unrealized
VYM VANGUARD WHITEHALL FDS 2.2%
Value ($000) $8,653 Shares 67,499 Est. Cost $104.09 Unrealized
WMT WALMART INC 1.9%
Value ($000) $7,651 Shares 94,750 Est. Cost $47.96 Unrealized +51.1%
PFE PFIZER INC 1.9%
Value ($000) $7,499 Shares 259,134 Est. Cost $22.22 Unrealized +20.1%
VIG VANGUARD SPECIALIZED FUNDS 1.9%
Value ($000) $7,313 Shares 36,922 Est. Cost $92.40 Unrealized
PWR QUANTA SVCS INC 1.8%
Value ($000) $7,161 Shares 24,019 Est. Cost $99.16 Unrealized +166.2%
PEP PEPSICO INC 1.8%
Value ($000) $7,077 Shares 41,615 Est. Cost $88.88 Unrealized +83.3%
AMZN AMAZON COM INC 1.7%
Value ($000) $6,699 Shares 35,952 Est. Cost $121.59 Unrealized +50.1%
GOOGL ALPHABET INC 1.7%
Value ($000) $6,554 Shares 39,519 Est. Cost $106.60 Unrealized +56.4%
DVY ISHARES TR 1.5%
Value ($000) $5,972 Shares 44,215 Est. Cost $110.06 Unrealized
VGT VANGUARD WORLD FD 1.5%
Value ($000) $5,924 Shares 10,099 Est. Cost $182.95 Unrealized
MRK MERCK & CO INC 1.4%
Value ($000) $5,433 Shares 47,846 Est. Cost $39.14 Unrealized +188.6%
ABBV ABBVIE INC 1.3%
Value ($000) $5,236 Shares 26,514 Est. Cost $69.94 Unrealized +155.5%
IVV ISHARES TR 1.2%
Value ($000) $4,706 Shares 8,158 Est. Cost $249.68 Unrealized
UNH UNITEDHEALTH GROUP INC 1.2%
Value ($000) $4,632 Shares 7,923 Est. Cost $234.97 Unrealized +133.3%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $4,554 Shares 28,100 Est. Cost $70.03 Unrealized +118.0%
PHO INVESCO EXCHANGE TRADED FD T 1.1%
Value ($000) $4,225 Shares 59,898 Est. Cost $30.95 Unrealized
HD HOME DEPOT INC 1.0%
Value ($000) $3,907 Shares 9,642 Est. Cost $145.31 Unrealized +142.7%
VUG VANGUARD INDEX FDS 1.0%
Value ($000) $3,801 Shares 9,900 Est. Cost $184.01 Unrealized
JPM JPMORGAN CHASE & CO. 0.9%
Value ($000) $3,646 Shares 17,289 Est. Cost $68.92 Unrealized +197.4%
FIW FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $3,612 Shares 33,036 Est. Cost $83.52 Unrealized
MAR MARRIOTT INTL INC NEW 0.9%
Value ($000) $3,485 Shares 14,019 Est. Cost $150.35 Unrealized +52.8%
MCD MCDONALDS CORP 0.8%
Value ($000) $3,339 Shares 10,966 Est. Cost $184.56 Unrealized +44.5%
SPYV SPDR SER TR 0.8%
Value ($000) $3,336 Shares 63,115 Est. Cost $33.01 Unrealized
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $3,324 Shares 5,794 Est. Cost $233.37 Unrealized
VHT VANGUARD WORLD FD 0.8%
Value ($000) $3,189 Shares 11,300 Est. Cost $170.91 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $3,181 Shares 70,824 Est. Cost $32.31 Unrealized +18.8%
BAC BANK AMERICA CORP 0.8%
Value ($000) $3,098 Shares 78,067 Est. Cost $20.86 Unrealized +85.8%
KO COCA COLA CO 0.8%
Value ($000) $2,995 Shares 41,674 Est. Cost $43.35 Unrealized +51.5%
V VISA INC 0.7%
Value ($000) $2,833 Shares 10,304 Est. Cost $136.92 Unrealized +95.5%
PULS PGIM ETF TR 0.7%
Value ($000) $2,761 Shares 55,471 Est. Cost $49.56 Unrealized
QQQ INVESCO QQQ TR 0.7%
Value ($000) $2,746 Shares 5,627 Est. Cost $284.36 Unrealized
XOM EXXON MOBIL CORP 0.7%
Value ($000) $2,734 Shares 23,325 Est. Cost $62.34 Unrealized +76.5%
WM WASTE MGMT INC DEL 0.7%
Value ($000) $2,717 Shares 13,088 Est. Cost $39.98 Unrealized +410.9%
KNG FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $2,517 Shares 46,202 Est. Cost $51.52 Unrealized
PNC PNC FINL SVCS GROUP INC 0.6%
Value ($000) $2,508 Shares 13,567 Est. Cost $59.49 Unrealized +181.6%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $2,376 Shares 16,133 Est. Cost $85.36 Unrealized +64.0%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $2,333 Shares 13,471 Est. Cost $91.13 Unrealized +80.2%
AVGO BROADCOM INC 0.6%
Value ($000) $2,285 Shares 13,244 Est. Cost $147.39 Unrealized +7.2%
SPTM SPDR SER TR 0.6%
Value ($000) $2,217 Shares 31,643 Est. Cost $34.14 Unrealized
VPU VANGUARD WORLD FD 0.6%
Value ($000) $2,195 Shares 12,611 Est. Cost $142.94 Unrealized
HON HONEYWELL INTL INC 0.5%
Value ($000) $2,151 Shares 10,406 Est. Cost $83.48 Unrealized +125.6%
LYV LIVE NATION ENTERTAINMENT IN 0.5%
Value ($000) $2,100 Shares 19,178 Est. Cost $88.34 Unrealized +9.5%
AMD ADVANCED MICRO DEVICES INC 0.5%
Value ($000) $2,097 Shares 12,782 Est. Cost $90.67 Unrealized +67.6%
SPYG SPDR SER TR 0.5%
Value ($000) $2,052 Shares 24,739 Est. Cost $37.49 Unrealized
AXP AMERICAN EXPRESS CO 0.5%
Value ($000) $2,005 Shares 7,394 Est. Cost $77.36 Unrealized +216.9%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.5%
Value ($000) $1,981 Shares 22,205 Est. Cost $54.39 Unrealized +40.4%
MDLZ MONDELEZ INTL INC 0.5%
Value ($000) $1,979 Shares 26,862 Est. Cost $35.48 Unrealized +89.3%
PM PHILIP MORRIS INTL INC 0.5%
Value ($000) $1,965 Shares 16,189 Est. Cost $52.13 Unrealized +110.6%
SCHD SCHWAB STRATEGIC TR 0.5%
Value ($000) $1,955 Shares 23,130 Est. Cost $77.04 Unrealized
VOO VANGUARD INDEX FDS 0.5%
Value ($000) $1,907 Shares 3,615 Est. Cost $297.73 Unrealized
SPYM SPDR SER TR 0.5%
Value ($000) $1,907 Shares 28,248 Est. Cost $31.60 Unrealized
VFH VANGUARD WORLD FD 0.5%
Value ($000) $1,889 Shares 17,189 Est. Cost $66.73 Unrealized
ABT ABBOTT LABS 0.5%
Value ($000) $1,815 Shares 15,917 Est. Cost $33.83 Unrealized +216.5%
IWF ISHARES TR 0.4%
Value ($000) $1,634 Shares 4,353 Est. Cost $145.05 Unrealized
DGRW WISDOMTREE TR 0.4%
Value ($000) $1,627 Shares 19,549 Est. Cost $63.68 Unrealized
BA BOEING CO 0.4%
Value ($000) $1,612 Shares 10,601 Est. Cost $177.23 Unrealized -3.2%
DIS DISNEY WALT CO 0.4%
Value ($000) $1,608 Shares 16,722 Est. Cost $95.53 Unrealized -5.2%
EWJ ISHARES INC 0.4%
Value ($000) $1,500 Shares 20,974 Est. Cost $62.97 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.4%
Value ($000) $1,465 Shares 61,852 Est. Cost $24.28 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.4%
Value ($000) $1,453 Shares 3,434 Est. Cost $273.93 Unrealized
CRM SALESFORCE INC 0.3%
Value ($000) $1,342 Shares 4,904 Est. Cost $104.25 Unrealized +143.5%
LLY ELI LILLY & CO 0.3%
Value ($000) $1,341 Shares 1,514 Est. Cost $218.49 Unrealized +307.5%
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,324 Shares 5,865 Est. Cost $60.50 Unrealized
CSX CSX CORP 0.3%
Value ($000) $1,286 Shares 37,230 Est. Cost $26.24 Unrealized +26.6%
NKE NIKE INC 0.3%
Value ($000) $1,262 Shares 14,273 Est. Cost $58.37 Unrealized +30.2%
ADSK AUTODESK INC 0.3%
Value ($000) $1,261 Shares 4,578 Est. Cost $120.54 Unrealized +108.8%
ITA ISHARES TR 0.3%
Value ($000) $1,250 Shares 8,353 Est. Cost $114.04 Unrealized
QUAL ISHARES TR 0.3%
Value ($000) $1,231 Shares 6,865 Est. Cost $110.25 Unrealized
SDY SPDR SER TR 0.3%
Value ($000) $1,217 Shares 8,566 Est. Cost $84.87 Unrealized
EWW ISHARES INC 0.3%
Value ($000) $1,204 Shares 22,421 Est. Cost $61.75 Unrealized
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $1,169 Shares 27,983 Est. Cost $29.56 Unrealized +27.7%
LNG CHENIERE ENERGY INC 0.3%
Value ($000) $1,149 Shares 6,388 Est. Cost $176.12 Unrealized +2.1%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $1,102 Shares 13,040 Est. Cost $56.18 Unrealized +33.2%
VXUS VANGUARD STAR FDS 0.3%
Value ($000) $988 Shares 15,257 Est. Cost $57.81 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $986 Shares 1,688 Est. Cost $197.99 Unrealized +160.8%
GOOG ALPHABET INC 0.2%
Value ($000) $981 Shares 5,869 Est. Cost $108.94 Unrealized +54.4%
INDA ISHARES TR 0.2%
Value ($000) $980 Shares 16,738 Est. Cost $46.89 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $956 Shares 18,483 Est. Cost $37.55 Unrealized +16.3%
UNILEVER PLC 0.2%
Value ($000) $921 Shares 14,178 Est. Cost $45.02 Unrealized
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $911 Shares 9,354 Est. Cost $72.63 Unrealized
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $902 Shares 7,448 Est. Cost $61.83 Unrealized +78.8%
RTX RTX CORPORATION 0.2%
Value ($000) $898 Shares 7,413 Est. Cost $58.15 Unrealized +91.0%
VGSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $829 Shares 14,054 Est. Cost $60.84 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $813 Shares 1,749 Est. Cost $182.02 Unrealized +163.9%
AMLP ALPS ETF TR 0.2%
Value ($000) $805 Shares 17,074 Est. Cost $36.01 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $788 Shares 1,111 Est. Cost $40.77 Unrealized +64.0%
SPYD SPDR SER TR 0.2%
Value ($000) $773 Shares 16,931 Est. Cost $39.54 Unrealized
DGRO ISHARES TR 0.2%
Value ($000) $766 Shares 12,212 Est. Cost $38.99 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $744 Shares 4,629 Est. Cost $50.02 Unrealized +203.2%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.2%
Value ($000) $738 Shares 6,734 Est. Cost $77.00 Unrealized +28.5%
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $732 Shares 2,840 Est. Cost $164.47 Unrealized +46.1%
SBUX STARBUCKS CORP 0.2%
Value ($000) $713 Shares 7,312 Est. Cost $66.04 Unrealized +25.4%
MGV VANGUARD WORLD FD 0.2%
Value ($000) $702 Shares 5,476 Est. Cost $92.48 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $690 Shares 1,398 Est. Cost $214.50 Unrealized +115.2%
MO ALTRIA GROUP INC 0.2%
Value ($000) $682 Shares 13,356 Est. Cost $25.57 Unrealized +78.0%
CAT CATERPILLAR INC 0.2%
Value ($000) $677 Shares 1,730 Est. Cost $195.90 Unrealized +72.9%
PFF ISHARES TR 0.2%
Value ($000) $669 Shares 20,137 Est. Cost $31.15 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $663 Shares 4,865 Est. Cost $71.22 Unrealized +69.2%
CVS CVS HEALTH CORP 0.2%
Value ($000) $645 Shares 10,250 Est. Cost $61.55 Unrealized -10.3%
RAVI FLEXSHARES TR 0.2%
Value ($000) $638 Shares 8,430 Est. Cost $75.92 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $636 Shares 3,739 Est. Cost $88.07 Unrealized +94.4%
QCJL FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $614 Shares 30,000 Est. Cost $20.45 Unrealized
VDE VANGUARD WORLD FD 0.2%
Value ($000) $607 Shares 4,960 Est. Cost $82.83 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $591 Shares 2,485 Est. Cost $180.55 Unrealized +24.4%
UNP UNION PAC CORP 0.1%
Value ($000) $568 Shares 2,306 Est. Cost $80.72 Unrealized +190.7%
IWM ISHARES TR 0.1%
Value ($000) $547 Shares 2,475 Est. Cost $119.13 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $546 Shares 1,102 Est. Cost $225.02 Unrealized +111.1%
VDC VANGUARD WORLD FD 0.1%
Value ($000) $540 Shares 2,471 Est. Cost $171.15 Unrealized
SHY ISHARES TR 0.1%
Value ($000) $540 Shares 6,490 Est. Cost $81.11 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $528 Shares 10,693 Est. Cost $49.10 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $524 Shares 3,488 Est. Cost $56.08 Unrealized +161.8%
ASML ASML HOLDING N V 0.1%
Value ($000) $523 Shares 628 Est. Cost $686.54 Unrealized
KELLANOVA 0.1%
Value ($000) $517 Shares 6,408 Est. Cost $52.68 Unrealized +29.8%
SNY SANOFI 0.1%
Value ($000) $516 Shares 8,946 Est. Cost $53.62 Unrealized
RDVI FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $505 Shares 20,500 Est. Cost $21.36 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $492 Shares 4,050 Est. Cost $93.62 Unrealized +26.1%
CSCO CISCO SYS INC 0.1%
Value ($000) $480 Shares 9,017 Est. Cost $37.13 Unrealized +26.0%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $464 Shares 4,456 Est. Cost $65.20 Unrealized +44.8%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $461 Shares 10,174 Est. Cost $28.42 Unrealized
VIS VANGUARD WORLD FD 0.1%
Value ($000) $455 Shares 1,751 Est. Cost $187.72 Unrealized
IVW ISHARES TR 0.1%
Value ($000) $455 Shares 4,752 Est. Cost $65.20 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $435 Shares 1,749 Est. Cost $92.21 Unrealized +152.7%
SHEL SHELL PLC 0.1%
Value ($000) $421 Shares 6,387 Est. Cost $54.84 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $413 Shares 2,427 Est. Cost $89.47 Unrealized +59.9%
DNL WISDOMTREE TR 0.1%
Value ($000) $400 Shares 10,144 Est. Cost $50.31 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $391 Shares 4,929 Est. Cost $80.39 Unrealized
NOBL PROSHARES TR 0.1%
Value ($000) $389 Shares 3,644 Est. Cost $61.49 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $384 Shares 2,492 Est. Cost $90.12 Unrealized
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $384 Shares 2,471 Est. Cost $125.21 Unrealized +16.4%
MS MORGAN STANLEY 0.1%
Value ($000) $380 Shares 3,642 Est. Cost $60.46 Unrealized +60.3%
TGT TARGET CORP 0.1%
Value ($000) $376 Shares 2,413 Est. Cost $112.63 Unrealized +25.2%
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $371 Shares 4,425 Est. Cost $80.51 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $360 Shares 4,297 Est. Cost $55.04 Unrealized +32.8%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $359 Shares 1,626 Est. Cost $137.99 Unrealized +36.9%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $355 Shares 10,101 Est. Cost $31.82 Unrealized 0.0%
T AT&T INC 0.1%
Value ($000) $354 Shares 16,082 Est. Cost $14.42 Unrealized +30.3%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $331 Shares 935 Est. Cost $104.71 Unrealized +208.2%
TSLA TESLA INC 0.1%
Value ($000) $330 Shares 1,262 Est. Cost $198.12 Unrealized +15.1%
SPTS SPDR SER TR 0.1%
Value ($000) $326 Shares 11,071 Est. Cost $30.21 Unrealized
IHE ISHARES TR 0.1%
Value ($000) $325 Shares 4,599 Est. Cost $100.15 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $322 Shares 2,794 Est. Cost $69.44 Unrealized +52.5%
MMM 3M CO 0.1%
Value ($000) $312 Shares 2,282 Est. Cost $119.54 Unrealized -0.3%
META META PLATFORMS INC 0.1%
Value ($000) $311 Shares 544 Est. Cost $337.14 Unrealized +51.9%
TEL TE CONNECTIVITY PLC 0.1%
Value ($000) $308 Shares 2,039 Est. Cost $146.90 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $306 Shares 6,120 Est. Cost $34.39 Unrealized +28.6%
DE DEERE & CO 0.1%
Value ($000) $296 Shares 708 Est. Cost $365.73 Unrealized +1.0%
AMGN AMGEN INC 0.1%
Value ($000) $292 Shares 907 Est. Cost $239.44 Unrealized +30.8%
VCR VANGUARD WORLD FD 0.1%
Value ($000) $291 Shares 854 Est. Cost $254.82 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $285 Shares 1,079 Est. Cost $249.86 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $277 Shares 3,158 Est. Cost $87.35 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $262 Shares 1,392 Est. Cost $167.93 Unrealized 0.0%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $256 Shares 3,114 Est. Cost $65.45 Unrealized +14.7%
ALL ALLSTATE CORP 0.1%
Value ($000) $243 Shares 1,280 Est. Cost $151.93 Unrealized +13.8%
ITOT ISHARES TR 0.1%
Value ($000) $240 Shares 1,913 Est. Cost $118.81 Unrealized
IVE ISHARES TR 0.1%
Value ($000) $220 Shares 1,114 Est. Cost $182.01 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $218 Shares 2,627 Est. Cost $83.00 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $209 Shares 3,537 Est. Cost $59.23 Unrealized
ROIV ROIVANT SCIENCES LTD 0.0%
Value ($000) $127 Shares 11,000 Est. Cost $11.39 Unrealized 0.0%
IQIYI INC 0.0%
Value ($000) $29 Shares 30,000 Est. Cost $0.63 Unrealized
BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $28 Shares 30,000 Est. Cost $1.00 Unrealized