0001172661-23-002322.txt : 20230515 0001172661-23-002322.hdr.sgml : 20230515 20230515163623 ACCESSION NUMBER: 0001172661-23-002322 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 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: 23923342 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 03-31-2023 03-31-2023 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 Member/Chief Compliance Officer 973-635-8889 /s/ Daniel H. Moskowitz Chatham NJ 05-15-2023 0 159 273928195
INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 338770 3223 SH SOLE 3223 0 0 ABBOTT LABS COM 002824100 1688803 16678 SH SOLE 16678 0 0 ABBVIE INC COM 00287Y109 4374706 27450 SH SOLE 27450 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 695947 2435 SH SOLE 2435 0 0 ADVANCED MICRO DEVICES INC COM 007903107 1473580 15035 SH SOLE 15035 0 0 ALPHABET INC CAP STK CL C 02079K107 641774 6171 SH SOLE 6171 0 0 ALPHABET INC CAP STK CL A 02079K305 4709954 45406 SH SOLE 45406 0 0 ALPS ETF TR ALERIAN MLP 00162Q452 620874 16064 SH SOLE 16064 0 0 ALTRIA GROUP INC COM 02209S103 629543 14109 SH SOLE 14109 0 0 AMAZON COM INC COM 023135106 3279286 31748 SH SOLE 31748 0 0 AMERICAN EXPRESS CO COM 025816109 1346052 8160 SH SOLE 8160 0 0 AMERICAN TOWER CORP NEW COM 03027X100 436470 2136 SH SOLE 2136 0 0 AMGEN INC COM 031162100 207422 858 SH SOLE 858 0 0 APPLE INC COM 037833100 14813799 89835 SH SOLE 89835 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 483304 710 SH SOLE 710 0 0 AT&T INC COM 00206R102 372548 19353 SH SOLE 19353 0 0 AUTODESK INC COM 052769106 970858 4664 SH SOLE 4664 0 0 BANK AMERICA CORP COM 060505104 2115172 73957 SH SOLE 73957 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7960881 25783 SH SOLE 25783 0 0 BIOMARIN PHARMACEUTICAL INC NOTE 1.250% 5/1 09061GAK7 31055 30000 PRN SOLE 30000 0 0 BOEING CO COM 097023105 2332161 10978 SH SOLE 10978 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 1764377 25456 SH SOLE 25456 0 0 BROADCOM INC COM 11135F101 853249 1330 SH SOLE 1330 0 0 CATERPILLAR INC COM 149123101 416946 1822 SH SOLE 1822 0 0 CHEVRON CORP NEW COM 166764100 2663974 16327 SH SOLE 16327 0 0 CISCO SYS INC COM 17275R102 453798 8681 SH SOLE 8681 0 0 COCA COLA CO COM 191216100 2604485 41987 SH SOLE 41987 0 0 COLLEGIUM PHARMACEUTICAL INC NOTE 2.625% 2/1 19459JAA2 31990 30000 PRN SOLE 30000 0 0 COMCAST CORP NEW CL A 20030N101 1131773 29854 SH SOLE 29854 0 0 CONSOLIDATED EDISON INC COM 209115104 560148 5855 SH SOLE 5855 0 0 CONSTELLATION BRANDS INC CL A 21036P108 778643 3447 SH SOLE 3447 0 0 COSTCO WHSL CORP NEW COM 22160K105 7271752 14635 SH SOLE 14635 0 0 CSX CORP COM 126408103 1221538 40800 SH SOLE 40800 0 0 CVS HEALTH CORP COM 126650100 1322941 17803 SH SOLE 17803 0 0 DEERE & CO COM 244199105 313376 759 SH SOLE 759 0 0 DIAGEO PLC SPON ADR NEW 25243Q205 211437 1167 SH SOLE 1167 0 0 DISNEY WALT CO COM 254687106 3671467 36667 SH SOLE 36667 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 393827 4082 SH SOLE 4082 0 0 ETF SER SOLUTIONS US GLB JETS 26922A842 231701 12437 SH SOLE 12437 0 0 EXXON MOBIL CORP COM 30231G102 2174084 19826 SH SOLE 19826 0 0 FEDEX CORP COM 31428X106 403195 1765 SH SOLE 1765 0 0 FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 1655340 70470 SH SOLE 70470 0 0 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 2654249 31738 SH SOLE 31738 0 0 FIRST TR EXCHANGE-TRADED FD FT CBOE VEST S&P 33739Q705 2004874 38975 SH SOLE 38975 0 0 FIRST TR EXCHANGE-TRADED FD CBOE VEST RISING 33738D879 343520 16000 SH SOLE 16000 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 253160 5289 SH SOLE 5289 0 0 FLEXSHARES TR FLEXSHARES ULTRA 33939L886 774591 10356 SH SOLE 10356 0 0 FREEPORT-MCMORAN INC CL B 35671D857 258142 6310 SH SOLE 6310 0 0 GILEAD SCIENCES INC COM 375558103 374610 4515 SH SOLE 4515 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 321876 984 SH SOLE 984 0 0 HOME DEPOT INC COM 437076102 2541793 8613 SH SOLE 8613 0 0 HONEYWELL INTL INC COM 438516106 2216533 11597 SH SOLE 11597 0 0 INTEL CORP COM 458140100 276995 8479 SH SOLE 8479 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 471912 4525 SH SOLE 4525 0 0 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 3300960 61874 SH SOLE 61874 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 3468566 23984 SH SOLE 23984 0 0 INVESCO EXCHANGE TRADED FD T DYNMC LEISURE 46137V720 276489 6795 SH SOLE 6795 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 1116161 3478 SH SOLE 3478 0 0 IQIYI INC NOTE 4.000%12/1 46267XAE8 27361 30000 PRN SOLE 30000 0 0 ISHARES TR SELECT DIVID ETF 464287168 2241185 19126 SH SOLE 19126 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 984650 4030 SH SOLE 4030 0 0 ISHARES TR U.S. PHARMA ETF 464288836 269400 1537 SH SOLE 1537 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 972546 7839 SH SOLE 7839 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 490600 2750 SH SOLE 2750 0 0 ISHARES TR US AER DEF ETF 464288760 732829 6368 SH SOLE 6368 0 0 ISHARES TR BLACKROCK ULTRA 46434V878 381800 7598 SH SOLE 7598 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 222401 3481 SH SOLE 3481 0 0 ISHARES TR CORE DIV GRWTH 46434V621 681114 13625 SH SOLE 13625 0 0 ISHARES TR CORE S&P500 ETF 464287200 3765363 9160 SH SOLE 9160 0 0 ISHARES TR PFD AND INCM SEC 464288687 522373 16732 SH SOLE 16732 0 0 JOHNSON & JOHNSON COM 478160104 4800347 30970 SH SOLE 30970 0 0 JPMORGAN CHASE & CO COM 46625H100 2246332 17238 SH SOLE 17238 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 492170 2508 SH SOLE 2508 0 0 LILLY ELI & CO COM 532457108 478384 1393 SH SOLE 1393 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 1420020 20286 SH SOLE 20286 0 0 LOCKHEED MARTIN CORP COM 539830109 839096 1775 SH SOLE 1775 0 0 MARRIOTT INTL INC NEW CL A 571903202 2330205 14034 SH SOLE 14034 0 0 MASTERCARD INCORPORATED CL A 57636Q104 489513 1347 SH SOLE 1347 0 0 MCCORMICK & CO INC COM NON VTG 579780206 402903 4842 SH SOLE 4842 0 0 MCDONALDS CORP COM 580135101 2294503 8206 SH SOLE 8206 0 0 MEDICAL PPTYS TRUST INC COM 58463J304 267742 32572 SH SOLE 32572 0 0 MEDTRONIC PLC SHS G5960L103 308291 3824 SH SOLE 3824 0 0 MERCK & CO INC COM 58933Y105 4997579 46974 SH SOLE 46974 0 0 MICROSOFT CORP COM 594918104 9986597 34640 SH SOLE 34640 0 0 MONDELEZ INTL INC CL A 609207105 1587963 22776 SH SOLE 22776 0 0 MORGAN STANLEY COM NEW 617446448 256376 2920 SH SOLE 2920 0 0 NETFLIX INC COM 64110L106 226842 657 SH SOLE 657 0 0 NEXTERA ENERGY INC COM 65339F101 961746 12477 SH SOLE 12477 0 0 NIKE INC CL B 654106103 2254562 18384 SH SOLE 18384 0 0 NORFOLK SOUTHN CORP COM 655844108 359128 1694 SH SOLE 1694 0 0 NUCOR CORP COM 670346105 548832 3553 SH SOLE 3553 0 0 NVIDIA CORPORATION COM 67066G104 266381 959 SH SOLE 959 0 0 ORACLE CORP COM 68389X105 220164 2369 SH SOLE 2369 0 0 PEPSICO INC COM 713448108 6433060 35288 SH SOLE 35288 0 0 PFIZER INC COM 717081103 5207472 127634 SH SOLE 127634 0 0 PHILIP MORRIS INTL INC COM 718172109 1590621 16356 SH SOLE 16356 0 0 PNC FINL SVCS GROUP INC COM 693475105 2126300 16729 SH SOLE 16729 0 0 PROCTER AND GAMBLE CO COM 742718109 1976147 13290 SH SOLE 13290 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 429284 4705 SH SOLE 4705 0 0 PRUDENTIAL FINL INC COM 744320102 524406 6338 SH SOLE 6338 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 599771 9604 SH SOLE 9604 0 0 QUALCOMM INC COM 747525103 416038 3261 SH SOLE 3261 0 0 QUANTA SVCS INC COM 74762E102 4229323 25380 SH SOLE 25380 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 720039 7353 SH SOLE 7353 0 0 SALESFORCE INC COM 79466L302 1025071 5131 SH SOLE 5131 0 0 SANOFI SPONSORED ADR 80105N105 512691 9421 SH SOLE 9421 0 0 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 452591 6845 SH SOLE 6845 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 267982 2070 SH SOLE 2070 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 212401 2843 SH SOLE 2843 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 264725 3196 SH SOLE 3196 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 250577 7794 SH SOLE 7794 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 909656 6024 SH SOLE 6024 0 0 SHELL PLC SPON ADS 780259305 527387 9166 SH SOLE 9166 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 1299307 3906 SH SOLE 3906 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2338026 5711 SH SOLE 5711 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 2270893 55769 SH SOLE 55769 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 1442155 26050 SH SOLE 26050 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 1469875 30527 SH SOLE 30527 0 0 SPDR SER TR S&P DIVID ETF 78464A763 1302976 10533 SH SOLE 10533 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 2082784 41300 SH SOLE 41300 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 734404 25125 SH SOLE 25125 0 0 SPDR SER TR PRTFLO S&P500 HI 78468R788 533026 14027 SH SOLE 14027 0 0 STARBUCKS CORP COM 855244109 1307530 12557 SH SOLE 12557 0 0 SYSCO CORP COM 871829107 241653 3129 SH SOLE 3129 0 0 TARGET CORP COM 87612E106 839910 5071 SH SOLE 5071 0 0 TE CONNECTIVITY LTD SHS H84989104 275022 2097 SH SOLE 2097 0 0 TJX COS INC NEW COM 872540109 7752289 98932 SH SOLE 98932 0 0 UNILEVER PLC SPON ADR NEW 904767704 954422 18379 SH SOLE 18379 0 0 UNION PAC CORP COM 907818108 464105 2306 SH SOLE 2306 0 0 UNITED PARCEL SERVICE INC CL B 911312106 1361588 7019 SH SOLE 7019 0 0 UNITEDHEALTH GROUP INC COM 91324P102 3898395 8249 SH SOLE 8249 0 0 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 356350 7237 SH SOLE 7237 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 10729537 52570 SH SOLE 52570 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1247566 15024 SH SOLE 15024 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1054500 2804 SH SOLE 2804 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 4990190 36132 SH SOLE 36132 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 2004513 8036 SH SOLE 8036 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 498176 6535 SH SOLE 6535 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 883339 15090 SH SOLE 15090 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5170193 33571 SH SOLE 33571 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 659594 11947 SH SOLE 11947 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 3572231 33860 SH SOLE 33860 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 9871186 48268 SH SOLE 48268 0 0 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 549347 5438 SH SOLE 5438 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 4093306 10619 SH SOLE 10619 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 2514561 10545 SH SOLE 10545 0 0 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 1291963 16587 SH SOLE 16587 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 335951 1736 SH SOLE 1736 0 0 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 335488 1761 SH SOLE 1761 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 606602 4112 SH SOLE 4112 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 649969 5690 SH SOLE 5690 0 0 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 217446 861 SH SOLE 861 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 2377840 61143 SH SOLE 61143 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 556099 1765 SH SOLE 1765 0 0 VISA INC COM CL A 92826C839 2414225 10708 SH SOLE 10708 0 0 WALMART INC COM 931142103 4588751 31121 SH SOLE 31121 0 0 WASTE MGMT INC DEL COM 94106L109 2573467 15772 SH SOLE 15772 0 0 WISDOMTREE TR GLB US QTLY DIV 97717W844 328098 9250 SH SOLE 9250 0 0 WISDOMTREE TR US QTLY DIV GRT 97717X669 579076 9289 SH SOLE 9289 0 0