0001172661-23-002772.txt : 20230807 0001172661-23-002772.hdr.sgml : 20230807 20230807153122 ACCESSION NUMBER: 0001172661-23-002772 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230807 DATE AS OF CHANGE: 20230807 EFFECTIVENESS DATE: 20230807 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: 231147343 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 06-30-2023 06-30-2023 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 973-635-8889 /s/ Daniel H. Moskowitz Chatham NJ 08-07-2023 0 164 292359549 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 318286 3180 SH SOLE 3180 0 0 ABBOTT LABS COM 002824100 1804596 16553 SH SOLE 16553 0 0 ABBVIE INC COM 00287Y109 3635420 26983 SH SOLE 26983 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 327712 1062 SH SOLE 1062 0 0 ADVANCED MICRO DEVICES INC COM 007903107 1615472 14182 SH SOLE 14182 0 0 ALPHABET INC CAP STK CL C 02079K107 740445 6121 SH SOLE 6121 0 0 ALPHABET INC CAP STK CL A 02079K305 5264514 43981 SH SOLE 43981 0 0 ALPS ETF TR ALERIAN MLP 00162Q452 622263 15870 SH SOLE 15870 0 0 ALTRIA GROUP INC COM 02209S103 639137 14109 SH SOLE 14109 0 0 AMAZON COM INC COM 023135106 4614788 35400 SH SOLE 35400 0 0 AMERICAN EXPRESS CO COM 025816109 1381992 7933 SH SOLE 7933 0 0 AMERICAN TOWER CORP NEW COM 03027X100 365383 1884 SH SOLE 1884 0 0 APPLE INC COM 037833100 17402996 89720 SH SOLE 89720 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 515297 711 SH SOLE 711 0 0 AT&T INC COM 00206R102 310053 19439 SH SOLE 19439 0 0 AUTODESK INC COM 052769106 954301 4664 SH SOLE 4664 0 0 BANK AMERICA CORP COM 060505104 2069182 72122 SH SOLE 72122 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 8860053 25983 SH SOLE 25983 0 0 BIOMARIN PHARMACEUTICAL INC NOTE 1.250% 5/1 09061GAK7 30402 30000 PRN SOLE 30000 0 0 BOEING CO COM 097023105 2348625 11122 SH SOLE 11122 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 1508345 23586 SH SOLE 23586 0 0 BROADCOM INC COM 11135F101 1089492 1256 SH SOLE 1256 0 0 CATERPILLAR INC COM 149123101 470202 1911 SH SOLE 1911 0 0 CHEVRON CORP NEW COM 166764100 2589725 16458 SH SOLE 16458 0 0 CISCO SYS INC COM 17275R102 395343 7641 SH SOLE 7641 0 0 COCA COLA CO COM 191216100 2480251 41186 SH SOLE 41186 0 0 COLLEGIUM PHARMACEUTICAL INC NOTE 2.625% 2/1 19459JAA2 30237 30000 PRN SOLE 30000 0 0 COMCAST CORP NEW CL A 20030N101 1180361 28408 SH SOLE 28408 0 0 CONSOLIDATED EDISON INC COM 209115104 511212 5655 SH SOLE 5655 0 0 CONSTELLATION BRANDS INC CL A 21036P108 711808 2892 SH SOLE 2892 0 0 COSTCO WHSL CORP NEW COM 22160K105 7870103 14618 SH SOLE 14618 0 0 CSX CORP COM 126408103 1360745 39905 SH SOLE 39905 0 0 CVS HEALTH CORP COM 126650100 1170993 16939 SH SOLE 16939 0 0 DEERE & CO COM 244199105 328610 811 SH SOLE 811 0 0 DIAGEO PLC SPON ADR NEW 25243Q205 202451 1167 SH SOLE 1167 0 0 DISNEY WALT CO COM 254687106 2959275 33146 SH SOLE 33146 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 369134 4113 SH SOLE 4113 0 0 ETF SER SOLUTIONS US GLB JETS 26922A842 258561 12071 SH SOLE 12071 0 0 EXXON MOBIL CORP COM 30231G102 2127377 19836 SH SOLE 19836 0 0 FEDEX CORP COM 31428X106 360845 1456 SH SOLE 1456 0 0 FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 1561749 68588 SH SOLE 68588 0 0 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 2783844 31431 SH SOLE 31431 0 0 FIRST TR EXCHANGE-TRADED FD FT CBOE VEST S&P 33739Q705 2157601 40825 SH SOLE 40825 0 0 FIRST TR EXCHANGE-TRADED FD CBOE VEST RISING 33738D879 395460 18000 SH SOLE 18000 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 242092 5079 SH SOLE 5079 0 0 FLEXSHARES TR FLEXSHARES ULTRA 33939L886 758732 10123 SH SOLE 10123 0 0 FREEPORT-MCMORAN INC CL B 35671D857 236800 5920 SH SOLE 5920 0 0 GILEAD SCIENCES INC COM 375558103 347971 4515 SH SOLE 4515 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 317379 984 SH SOLE 984 0 0 HOME DEPOT INC COM 437076102 2685714 8646 SH SOLE 8646 0 0 HONEYWELL INTL INC COM 438516106 2302959 11098 SH SOLE 11098 0 0 INTEL CORP COM 458140100 243028 7268 SH SOLE 7268 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 511687 4525 SH SOLE 4525 0 0 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 3428719 60804 SH SOLE 60804 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 3551406 23733 SH SOLE 23733 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 1400432 3791 SH SOLE 3791 0 0 IQIYI INC NOTE 4.000%12/1 46267XAE8 28252 30000 PRN SOLE 30000 0 0 ISHARES INC MSCI MEXICO ETF 464286822 527846 8489 SH SOLE 8489 0 0 ISHARES INC MSCI JPN ETF NEW 46434G822 268708 4341 SH SOLE 4341 0 0 ISHARES TR SELECT DIVID ETF 464287168 2172549 19175 SH SOLE 19175 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 1080713 8013 SH SOLE 8013 0 0 ISHARES TR SHORT TREAS BD 464288679 320195 2899 SH SOLE 2899 0 0 ISHARES TR U.S. PHARMA ETF 464288836 275292 1537 SH SOLE 1537 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 263569 3740 SH SOLE 3740 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1108975 4030 SH SOLE 4030 0 0 ISHARES TR CORE DIV GRWTH 46434V621 742859 14416 SH SOLE 14416 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 500947 2675 SH SOLE 2675 0 0 ISHARES TR US AER DEF ETF 464288760 713087 6112 SH SOLE 6112 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 555803 6855 SH SOLE 6855 0 0 ISHARES TR BLACKROCK ULTRA 46434V878 296669 5898 SH SOLE 5898 0 0 ISHARES TR PFD AND INCM SEC 464288687 600939 19429 SH SOLE 19429 0 0 ISHARES TR CORE S&P500 ETF 464287200 3963558 8893 SH SOLE 8893 0 0 JOHNSON & JOHNSON COM 478160104 4936465 29824 SH SOLE 29824 0 0 JPMORGAN CHASE & CO COM 46625H100 2616228 17988 SH SOLE 17988 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 490991 2508 SH SOLE 2508 0 0 LILLY ELI & CO COM 532457108 663607 1415 SH SOLE 1415 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 1848166 20285 SH SOLE 20285 0 0 LOCKHEED MARTIN CORP COM 539830109 819937 1781 SH SOLE 1781 0 0 MARRIOTT INTL INC NEW CL A 571903202 2649912 14426 SH SOLE 14426 0 0 MASTERCARD INCORPORATED CL A 57636Q104 563599 1433 SH SOLE 1433 0 0 MCCORMICK & CO INC COM NON VTG 579780206 422368 4842 SH SOLE 4842 0 0 MCDONALDS CORP COM 580135101 2564561 8594 SH SOLE 8594 0 0 MEDICAL PPTYS TRUST INC COM 58463J304 243519 26298 SH SOLE 26298 0 0 MEDTRONIC PLC SHS G5960L103 202542 2299 SH SOLE 2299 0 0 MERCK & CO INC COM 58933Y105 5321457 46117 SH SOLE 46117 0 0 MICROSOFT CORP COM 594918104 11885731 34903 SH SOLE 34903 0 0 MONDELEZ INTL INC CL A 609207105 1638765 22467 SH SOLE 22467 0 0 MORGAN STANLEY COM NEW 617446448 252101 2952 SH SOLE 2952 0 0 NETFLIX INC COM 64110L106 340323 773 SH SOLE 773 0 0 NEXTERA ENERGY INC COM 65339F101 987620 13310 SH SOLE 13310 0 0 NIKE INC CL B 654106103 1868849 16933 SH SOLE 16933 0 0 NORFOLK SOUTHN CORP COM 655844108 384131 1694 SH SOLE 1694 0 0 NUCOR CORP COM 670346105 571962 3488 SH SOLE 3488 0 0 NVIDIA CORPORATION COM 67066G104 257619 609 SH SOLE 609 0 0 ORACLE CORP COM 68389X105 282171 2369 SH SOLE 2369 0 0 PEPSICO INC COM 713448108 6466088 34910 SH SOLE 34910 0 0 PFIZER INC COM 717081103 4641418 126538 SH SOLE 126538 0 0 PHILIP MORRIS INTL INC COM 718172109 1596673 16356 SH SOLE 16356 0 0 PNC FINL SVCS GROUP INC COM 693475105 2023682 16067 SH SOLE 16067 0 0 PROCTER AND GAMBLE CO COM 742718109 2058714 13567 SH SOLE 13567 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 361941 3839 SH SOLE 3839 0 0 PRUDENTIAL FINL INC COM 744320102 565755 6413 SH SOLE 6413 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 579395 9254 SH SOLE 9254 0 0 QUALCOMM INC COM 747525103 397832 3342 SH SOLE 3342 0 0 QUANTA SVCS INC COM 74762E102 4903588 24961 SH SOLE 24961 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 723687 7388 SH SOLE 7388 0 0 SALESFORCE INC COM 79466L302 1083553 5129 SH SOLE 5129 0 0 SANOFI SPONSORED ADR 80105N105 490274 9096 SH SOLE 9096 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 264569 3643 SH SOLE 3643 0 0 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 269857 5476 SH SOLE 5476 0 0 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 423501 6845 SH SOLE 6845 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 210865 2843 SH SOLE 2843 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 274751 2070 SH SOLE 2070 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 320345 9503 SH SOLE 9503 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1066424 6134 SH SOLE 6134 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 251302 3096 SH SOLE 3096 0 0 SHELL PLC SPON ADS 780259305 510486 8455 SH SOLE 8455 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 1306038 3798 SH SOLE 3798 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2500542 5641 SH SOLE 5641 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 2478319 57369 SH SOLE 57369 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 2172782 39911 SH SOLE 39911 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 532241 18487 SH SOLE 18487 0 0 SPDR SER TR PRTFLO S&P500 HI 78468R788 520121 14027 SH SOLE 14027 0 0 SPDR SER TR S&P DIVID ETF 78464A763 1291074 10533 SH SOLE 10533 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 1585741 25991 SH SOLE 25991 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 1528491 29332 SH SOLE 29332 0 0 STARBUCKS CORP COM 855244109 1098348 11088 SH SOLE 11088 0 0 SYSCO CORP COM 871829107 226978 3059 SH SOLE 3059 0 0 TARGET CORP COM 87612E106 599881 4548 SH SOLE 4548 0 0 TE CONNECTIVITY LTD SHS H84989104 285786 2039 SH SOLE 2039 0 0 TJX COS INC NEW COM 872540109 8513739 100410 SH SOLE 100410 0 0 UNILEVER PLC SPON ADR NEW 904767704 907844 17415 SH SOLE 17415 0 0 UNION PAC CORP COM 907818108 476150 2327 SH SOLE 2327 0 0 UNITED PARCEL SERVICE INC CL B 911312106 1181770 6593 SH SOLE 6593 0 0 UNITEDHEALTH GROUP INC COM 91324P102 4003251 8329 SH SOLE 8329 0 0 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 257943 5247 SH SOLE 5247 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 12066674 54779 SH SOLE 54779 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1236095 3035 SH SOLE 3035 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1222372 14629 SH SOLE 14629 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 2404054 8496 SH SOLE 8496 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 5139331 36167 SH SOLE 36167 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 509280 6731 SH SOLE 6731 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 273918 3466 SH SOLE 3466 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 810385 14038 SH SOLE 14038 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5564446 34258 SH SOLE 34258 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 824993 14711 SH SOLE 14711 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 4006573 37773 SH SOLE 37773 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 11595746 49277 SH SOLE 49277 0 0 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 530525 5113 SH SOLE 5113 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 2622757 10713 SH SOLE 10713 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 4659040 10537 SH SOLE 10537 0 0 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 1400986 17245 SH SOLE 17245 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 637264 5645 SH SOLE 5645 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 334648 1721 SH SOLE 1721 0 0 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 263376 930 SH SOLE 930 0 0 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 361938 1761 SH SOLE 1761 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 674881 4747 SH SOLE 4747 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 2254968 60634 SH SOLE 60634 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 621121 1765 SH SOLE 1765 0 0 VISA INC COM CL A 92826C839 2553385 10752 SH SOLE 10752 0 0 WALMART INC COM 931142103 5000639 31815 SH SOLE 31815 0 0 WASTE MGMT INC DEL COM 94106L109 2658129 15328 SH SOLE 15328 0 0 WISDOMTREE TR GLB US QTLY DIV 97717W844 347096 9690 SH SOLE 9690 0 0 WISDOMTREE TR US QTLY DIV GRT 97717X669 879045 13187 SH SOLE 13187 0 0