0001172661-23-000319.txt : 20230127 0001172661-23-000319.hdr.sgml : 20230127 20230127134840 ACCESSION NUMBER: 0001172661-23-000319 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230127 DATE AS OF CHANGE: 20230127 EFFECTIVENESS DATE: 20230127 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Raab & Moskowitz Asset Management LLC CENTRAL INDEX KEY: 0001616664 IRS NUMBER: 223751240 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16254 FILM NUMBER: 23561595 BUSINESS ADDRESS: STREET 1: 10 TOWNSQUARE, SUITE 100 CITY: CHATHAM STATE: NJ ZIP: 07928 BUSINESS PHONE: 973.635.8889 MAIL ADDRESS: STREET 1: 10 TOWNSQUARE, SUITE 100 CITY: CHATHAM STATE: NJ ZIP: 07928 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001616664 XXXXXXXX 12-31-2022 12-31-2022 false Raab & Moskowitz Asset Management LLC

10 Townsquare, Suite 100 Chatham NJ 07928

13F HOLDINGS REPORT 028-16254 000111987 801-58135 N Daniel H. Moskowitz 973-635-8889 /s/ Daniel H. Moskowitz Chatham NJ 01-27-2023 0 157 263206154 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 386502 3223 SH SOLE 3223 0 0 ABBOTT LABS COM 002824100 1900233 17308 SH SOLE 17308 0 0 ABBVIE INC COM 00287Y109 4518130 27957 SH SOLE 27957 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 725271 2718 SH SOLE 2718 0 0 ADVANCED MICRO DEVICES INC COM 007903107 595172 9189 SH SOLE 9189 0 0 ALPHABET INC CAP STK CL C 02079K107 553666 6240 SH SOLE 6240 0 0 ALPHABET INC CAP STK CL A 02079K305 4009339 45442 SH SOLE 45442 0 0 ALPS ETF TR ALERIAN MLP 00162Q452 639842 16807 SH SOLE 16807 0 0 ALTRIA GROUP INC COM 02209S103 646294 14139 SH SOLE 14139 0 0 AMAZON COM INC COM 023135106 2640233 31431 SH SOLE 31431 0 0 AMERICAN EXPRESS CO COM 025816109 1205694 8160 SH SOLE 8160 0 0 AMERICAN TOWER CORP NEW COM 03027X100 452533 2136 SH SOLE 2136 0 0 AMGEN INC COM 031162100 231911 883 SH SOLE 883 0 0 APPLE INC COM 037833100 12136376 93407 SH SOLE 93407 0 0 AT&T INC COM 00206R102 357008 19392 SH SOLE 19392 0 0 AUTODESK INC COM 052769106 871562 4664 SH SOLE 4664 0 0 AXIS CAP HLDGS LTD SHS G0692U109 308769 5700 SH SOLE 5700 0 0 BANK AMERICA CORP COM 060505104 2275677 68710 SH SOLE 68710 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7973500 25813 SH SOLE 25813 0 0 BIOMARIN PHARMACEUTICAL INC NOTE 1.250% 5/1 09061GAK7 32569 30000 PRN SOLE 30000 0 0 BOEING CO COM 097023105 2044623 10733 SH SOLE 10733 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 1871396 26010 SH SOLE 26010 0 0 BROADCOM INC COM 11135F101 760416 1360 SH SOLE 1360 0 0 CATERPILLAR INC COM 149123101 413481 1726 SH SOLE 1726 0 0 CHEVRON CORP NEW COM 166764100 2892548 16115 SH SOLE 16115 0 0 CIGNA CORP NEW COM 125523100 201786 609 SH SOLE 609 0 0 CISCO SYS INC COM 17275R102 501362 10524 SH SOLE 10524 0 0 COCA COLA CO COM 191216100 2659852 41815 SH SOLE 41815 0 0 COLLEGIUM PHARMACEUTICAL INC NOTE 2.625% 2/1 19459JAA2 30308 30000 PRN SOLE 30000 0 0 COMCAST CORP NEW CL A 20030N101 1057290 30234 SH SOLE 30234 0 0 COMMERCE BANCSHARES INC COM 200525103 201973 2967 SH SOLE 2967 0 0 CONSOLIDATED EDISON INC COM 209115104 561281 5889 SH SOLE 5889 0 0 CONSTELLATION BRANDS INC CL A 21036P108 821322 3544 SH SOLE 3544 0 0 COSTCO WHSL CORP NEW COM 22160K105 6412967 14048 SH SOLE 14048 0 0 CSX CORP COM 126408103 1254582 40497 SH SOLE 40497 0 0 CVS HEALTH CORP COM 126650100 1678911 18016 SH SOLE 18016 0 0 DEERE & CO COM 244199105 293272 684 SH SOLE 684 0 0 DISNEY WALT CO COM 254687106 3060174 35223 SH SOLE 35223 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 420444 4082 SH SOLE 4082 0 0 EXXON MOBIL CORP COM 30231G102 2200891 19954 SH SOLE 19954 0 0 FEDEX CORP COM 31428X106 328838 1899 SH SOLE 1899 0 0 FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 1829525 74705 SH SOLE 74705 0 0 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 2458017 30973 SH SOLE 30973 0 0 FIRST TR EXCHANGE-TRADED FD FT CBOE VEST S&P 33739Q705 1788150 35000 SH SOLE 35000 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 255943 5399 SH SOLE 5399 0 0 FIRST TR EXCHANGE-TRADED FD CBOE VEST RISING 33738D879 276770 13000 SH SOLE 13000 0 0 FLEXSHARES TR READY ACC VARI 33939L886 790909 10631 SH SOLE 10631 0 0 FREEPORT-MCMORAN INC CL B 35671D857 239780 6310 SH SOLE 6310 0 0 GILEAD SCIENCES INC COM 375558103 396198 4615 SH SOLE 4615 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 636110 1852 SH SOLE 1852 0 0 HOME DEPOT INC COM 437076102 2912780 9222 SH SOLE 9222 0 0 HONEYWELL INTL INC COM 438516106 2485365 11597 SH SOLE 11597 0 0 INTEL CORP COM 458140100 296884 11233 SH SOLE 11233 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 464220 4525 SH SOLE 4525 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 209721 1489 SH SOLE 1489 0 0 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 3193143 61955 SH SOLE 61955 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 3219370 22792 SH SOLE 22792 0 0 INVESCO EXCHANGE TRADED FD T DYNMC LEISURE 46137V720 300783 8261 SH SOLE 8261 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 928224 3486 SH SOLE 3486 0 0 IQIYI INC NOTE 4.000%12/1 46267XAE8 18288 30000 PRN SOLE 30000 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 863387 4030 SH SOLE 4030 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 896751 7869 SH SOLE 7869 0 0 ISHARES TR SELECT DIVID ETF 464287168 2218558 18396 SH SOLE 18396 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 201767 3449 SH SOLE 3449 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 476526 2733 SH SOLE 2733 0 0 ISHARES TR BLACKROCK ULTRA 46434V878 428743 8568 SH SOLE 8568 0 0 ISHARES TR US AER DEF ETF 464288760 714897 6391 SH SOLE 6391 0 0 ISHARES TR U.S. PHARMA ETF 464288836 286082 1537 SH SOLE 1537 0 0 ISHARES TR CORE DIV GRWTH 46434V621 693950 13879 SH SOLE 13879 0 0 ISHARES TR CORE S&P500 ETF 464287200 3660247 9527 SH SOLE 9527 0 0 JOHNSON & JOHNSON COM 478160104 5551046 31424 SH SOLE 31424 0 0 JPMORGAN CHASE & CO COM 46625H100 2299060 17144 SH SOLE 17144 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 520733 2501 SH SOLE 2501 0 0 LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 207467 5302 SH SOLE 5302 0 0 LILLY ELI & CO COM 532457108 509615 1393 SH SOLE 1393 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 1328408 19048 SH SOLE 19048 0 0 LOCKHEED MARTIN CORP COM 539830109 901953 1854 SH SOLE 1854 0 0 MARRIOTT INTL INC NEW CL A 571903202 1811247 12165 SH SOLE 12165 0 0 MASTERCARD INCORPORATED CL A 57636Q104 465958 1340 SH SOLE 1340 0 0 MCCORMICK & CO INC COM NON VTG 579780206 420335 5071 SH SOLE 5071 0 0 MCDONALDS CORP COM 580135101 2153062 8170 SH SOLE 8170 0 0 MEDICAL PPTYS TRUST INC COM 58463J304 125292 11247 SH SOLE 11247 0 0 MEDTRONIC PLC SHS G5960L103 433134 5573 SH SOLE 5573 0 0 MERCK & CO INC COM 58933Y105 5386860 48552 SH SOLE 48552 0 0 MICROSOFT CORP COM 594918104 8368423 34895 SH SOLE 34895 0 0 MONDELEZ INTL INC CL A 609207105 1511709 22681 SH SOLE 22681 0 0 MORGAN STANLEY COM NEW 617446448 254635 2995 SH SOLE 2995 0 0 NEXTERA ENERGY INC COM 65339F101 1040756 12449 SH SOLE 12449 0 0 NIKE INC CL B 654106103 2024575 17303 SH SOLE 17303 0 0 NORFOLK SOUTHN CORP COM 655844108 432221 1754 SH SOLE 1754 0 0 NUCOR CORP COM 670346105 468321 3553 SH SOLE 3553 0 0 PEPSICO INC COM 713448108 6404001 35448 SH SOLE 35448 0 0 PFIZER INC COM 717081103 6575840 128334 SH SOLE 128334 0 0 PHILIP MORRIS INTL INC COM 718172109 1655391 16356 SH SOLE 16356 0 0 PNC FINL SVCS GROUP INC COM 693475105 2688668 17023 SH SOLE 17023 0 0 PROCTER AND GAMBLE CO COM 742718109 2003377 13218 SH SOLE 13218 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 423403 4705 SH SOLE 4705 0 0 PRUDENTIAL FINL INC COM 744320102 630377 6338 SH SOLE 6338 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 610680 9967 SH SOLE 9967 0 0 QUALCOMM INC COM 747525103 351368 3196 SH SOLE 3196 0 0 QUANTA SVCS INC COM 74762E102 3660398 25687 SH SOLE 25687 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 743436 7367 SH SOLE 7367 0 0 SALESFORCE INC COM 79466L302 711478 5366 SH SOLE 5366 0 0 SANOFI SPONSORED ADR 80105N105 492582 10171 SH SOLE 10171 0 0 SCHWAB CHARLES CORP COM 808513105 205402 2467 SH SOLE 2467 0 0 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 360116 6845 SH SOLE 6845 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 222383 2983 SH SOLE 2983 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 278493 2050 SH SOLE 2050 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 271170 7929 SH SOLE 7929 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 277017 3167 SH SOLE 3167 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 770883 6195 SH SOLE 6195 0 0 SHELL PLC SPON ADS 780259305 521979 9166 SH SOLE 9166 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 1287972 3887 SH SOLE 3887 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2232626 5838 SH SOLE 5838 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 1384349 30777 SH SOLE 30777 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 2168837 55769 SH SOLE 55769 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 1325046 26150 SH SOLE 26150 0 0 SPDR SER TR S&P DIVID ETF 78464A763 1362448 10890 SH SOLE 10890 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 1982373 41919 SH SOLE 41919 0 0 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 282093 3084 SH SOLE 3084 0 0 SPDR SER TR PRTFLO S&P500 HI 78468R788 596035 15059 SH SOLE 15059 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 708989 24541 SH SOLE 24541 0 0 STARBUCKS CORP COM 855244109 1299292 13098 SH SOLE 13098 0 0 TARGET CORP COM 87612E106 828663 5560 SH SOLE 5560 0 0 TE CONNECTIVITY LTD SHS H84989104 240736 2097 SH SOLE 2097 0 0 TJX COS INC NEW COM 872540109 7815742 98188 SH SOLE 98188 0 0 UNILEVER PLC SPON ADR NEW 904767704 925383 18379 SH SOLE 18379 0 0 UNION PAC CORP COM 907818108 494690 2389 SH SOLE 2389 0 0 UNITED PARCEL SERVICE INC CL B 911312106 1432654 8241 SH SOLE 8241 0 0 UNITEDHEALTH GROUP INC COM 91324P102 4266889 8048 SH SOLE 8048 0 0 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 446831 9119 SH SOLE 9119 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1021345 2907 SH SOLE 2907 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 10142630 53050 SH SOLE 53050 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1264557 15332 SH SOLE 15332 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 5048267 35964 SH SOLE 35964 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 1708940 8019 SH SOLE 8019 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 934487 16162 SH SOLE 16162 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 512658 6818 SH SOLE 6818 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5118256 33706 SH SOLE 33706 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 494495 9561 SH SOLE 9561 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 3638670 33626 SH SOLE 33626 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 8016225 46587 SH SOLE 46587 0 0 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 585011 5688 SH SOLE 5688 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 2610230 10523 SH SOLE 10523 0 0 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 1387881 16776 SH SOLE 16776 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 3359554 10518 SH SOLE 10518 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 692266 5708 SH SOLE 5708 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 649173 4233 SH SOLE 4233 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 363408 1897 SH SOLE 1897 0 0 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 369663 2024 SH SOLE 2024 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 2505199 63584 SH SOLE 63584 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 526446 1823 SH SOLE 1823 0 0 VISA INC COM CL A 92826C839 2254196 10850 SH SOLE 10850 0 0 WALMART INC COM 931142103 4329802 30537 SH SOLE 30537 0 0 WASTE MGMT INC DEL COM 94106L109 2474263 15772 SH SOLE 15772 0 0 WISDOMTREE TR GLB US QTLY DIV 97717W844 241688 7500 SH SOLE 7500 0 0 WISDOMTREE TR US QTLY DIV GRT 97717X669 532858 8828 SH SOLE 8828 0 0