0001172661-23-003539.txt : 20231030 0001172661-23-003539.hdr.sgml : 20231030 20231030162713 ACCESSION NUMBER: 0001172661-23-003539 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231030 DATE AS OF CHANGE: 20231030 EFFECTIVENESS DATE: 20231030 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: 231360684 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 09-30-2023 09-30-2023 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 10-30-2023 0 162 283787156 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 282171 3014 SH SOLE 2990 0 0 ABBOTT LABS COM 002824100 1600783 16528 SH SOLE 16528 0 0 ABBVIE INC COM 00287Y109 4019403 26965 SH SOLE 26835 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 326151 1062 SH SOLE 1062 0 0 ADVANCED MICRO DEVICES INC COM 007903107 1468166 14279 SH SOLE 14181 0 0 ALPHABET INC CAP STK CL C 02079K107 793856 6021 SH SOLE 6020 0 0 ALPHABET INC CAP STK CL A 02079K305 5407380 41322 SH SOLE 40082 0 0 ALPS ETF TR ALERIAN MLP 00162Q452 732085 17348 SH SOLE 16926 0 0 ALTRIA GROUP INC COM 02209S103 593788 14121 SH SOLE 13089 0 0 AMAZON COM INC COM 023135106 4432845 34871 SH SOLE 34291 0 0 AMERICAN EXPRESS CO COM 025816109 1178954 7902 SH SOLE 7902 0 0 AMERICAN TOWER CORP NEW COM 03027X100 273152 1661 SH SOLE 1522 0 0 AMGEN INC COM 031162100 244303 909 SH SOLE 859 0 0 APPLE INC COM 037833100 14921923 87156 SH SOLE 83974 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 417949 710 SH SOLE 710 0 0 AT&T INC COM 00206R102 281491 18741 SH SOLE 14722 0 0 AUTODESK INC COM 052769106 965028 4664 SH SOLE 4664 0 0 BANK AMERICA CORP COM 060505104 2121882 77498 SH SOLE 75621 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9076469 25911 SH SOLE 25807 0 0 BIOMARIN PHARMACEUTICAL INC NOTE 1.250% 5/1 09061GAK7 29721 30000 SH SOLE 30000 0 0 BOEING CO COM 097023105 2112951 11023 SH SOLE 10920 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 1224546 21098 SH SOLE 20817 0 0 BROADCOM INC COM 11135F101 1038225 1250 SH SOLE 1208 0 0 CATERPILLAR INC COM 149123101 521703 1911 SH SOLE 1911 0 0 CHEVRON CORP NEW COM 166764100 2725468 16163 SH SOLE 16046 0 0 CISCO SYS INC COM 17275R102 406746 7566 SH SOLE 7250 0 0 COCA COLA CO COM 191216100 2271193 40571 SH SOLE 40405 0 0 COLLEGIUM PHARMACEUTICAL INC NOTE 2.625% 2/1 19459JAA2 30799 30000 SH SOLE 30000 0 0 COMCAST CORP NEW CL A 20030N101 1259622 28408 SH SOLE 27714 0 0 CONSOLIDATED EDISON INC COM 209115104 468192 5474 SH SOLE 4435 0 0 CONSTELLATION BRANDS INC CL A 21036P108 712521 2835 SH SOLE 2835 0 0 COSTCO WHSL CORP NEW COM 22160K105 8255305 14612 SH SOLE 14591 0 0 CSX CORP COM 126408103 1184630 38525 SH SOLE 37744 0 0 CVS HEALTH CORP COM 126650100 1157685 16581 SH SOLE 16339 0 0 DEERE & CO COM 244199105 304168 806 SH SOLE 756 0 0 DISNEY WALT CO COM 254687106 1687867 20825 SH SOLE 20399 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 212563 2408 SH SOLE 2408 0 0 ELI LILLY & CO COM 532457108 760039 1415 SH SOLE 1415 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 223367 8161 SH SOLE 8100 0 0 ETF SER SOLUTIONS US GLB JETS 26922A842 205569 12071 SH SOLE 12071 0 0 EXXON MOBIL CORP COM 30231G102 2677202 22769 SH SOLE 22664 0 0 FEDEX CORP COM 31428X106 338199 1277 SH SOLE 1224 0 0 FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 1646112 68588 SH SOLE 68588 0 0 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 2729592 32986 SH SOLE 32986 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 238491 5049 SH SOLE 5048 0 0 FIRST TR EXCHANGE-TRADED FD FT CBOE VEST S&P 33739Q705 2200222 44575 SH SOLE 44575 0 0 FIRST TR EXCHANGE-TRADED FD CBOE VEST RISING 33738D879 431935 20500 SH SOLE 20500 0 0 FLEXSHARES TR FLEXSHARES ULTRA 33939L886 726501 9673 SH SOLE 9672 0 0 FREEPORT-MCMORAN INC CL B 35671D857 261776 7020 SH SOLE 7020 0 0 GILEAD SCIENCES INC COM 375558103 351471 4690 SH SOLE 4622 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 334571 1034 SH SOLE 1034 0 0 HOME DEPOT INC COM 437076102 2555289 8457 SH SOLE 8456 0 0 HONEYWELL INTL INC COM 438516106 2041672 11051 SH SOLE 11019 0 0 INTEL CORP COM 458140100 251425 7072 SH SOLE 6777 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 497841 4525 SH SOLE 4525 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 211789 1510 SH SOLE 1440 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 3420113 24138 SH SOLE 24138 0 0 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 3241091 60946 SH SOLE 60745 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 1508996 4212 SH SOLE 4211 0 0 IQIYI INC NOTE 4.000%12/1 46267XAE8 28637 30000 SH SOLE 30000 0 0 ISHARES INC MSCI MEXICO ETF 464286822 1245714 21393 SH SOLE 21393 0 0 ISHARES INC MSCI JPN ETF NEW 46434G822 1052181 17452 SH SOLE 17452 0 0 ISHARES TR SELECT DIVID ETF 464287168 2369930 22017 SH SOLE 22017 0 0 ISHARES TR US AER DEF ETF 464288760 597565 5639 SH SOLE 5639 0 0 ISHARES TR CORE DIV GRWTH 46434V621 714027 14416 SH SOLE 14416 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 558288 6895 SH SOLE 6895 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 255865 3740 SH SOLE 3739 0 0 ISHARES TR MSCI INDIA ETF 46429B598 484474 10956 SH SOLE 10956 0 0 ISHARES TR SHORT TREAS BD 464288679 248005 2245 SH SOLE 2245 0 0 ISHARES TR U.S. PHARMA ETF 464288836 272019 1537 SH SOLE 1537 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1071940 4030 SH SOLE 4030 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 1036528 7865 SH SOLE 7865 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 472780 2675 SH SOLE 2675 0 0 ISHARES TR CORE S&P500 ETF 464287200 3775842 8793 SH SOLE 8681 0 0 ISHARES TR PFD AND INCM SEC 464288687 682656 22642 SH SOLE 22219 0 0 JOHNSON & JOHNSON COM 478160104 4631690 29738 SH SOLE 29596 0 0 JPMORGAN CHASE & CO COM 46625H100 2566473 17697 SH SOLE 17462 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 436693 2508 SH SOLE 2508 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 1687539 20322 SH SOLE 20263 0 0 LOCKHEED MARTIN CORP COM 539830109 735719 1799 SH SOLE 1755 0 0 MARRIOTT INTL INC NEW CL A 571903202 2833805 14417 SH SOLE 14383 0 0 MASTERCARD INCORPORATED CL A 57636Q104 544772 1376 SH SOLE 1376 0 0 MCCORMICK & CO INC COM NON VTG 579780206 344162 4550 SH SOLE 4550 0 0 MCDONALDS CORP COM 580135101 2254805 8559 SH SOLE 8479 0 0 MERCK & CO INC COM 58933Y105 4800059 46625 SH SOLE 45577 0 0 MICROSOFT CORP COM 594918104 10858226 34389 SH SOLE 34177 0 0 MONDELEZ INTL INC CL A 609207105 1562977 22521 SH SOLE 21837 0 0 MORGAN STANLEY COM NEW 617446448 275473 3373 SH SOLE 3373 0 0 NETFLIX INC COM 64110L106 293773 778 SH SOLE 778 0 0 NEXTERA ENERGY INC COM 65339F101 751086 13110 SH SOLE 12796 0 0 NIKE INC CL B 654106103 1490006 15583 SH SOLE 15582 0 0 NORFOLK SOUTHN CORP COM 655844108 333599 1694 SH SOLE 1694 0 0 NUCOR CORP COM 670346105 545349 3488 SH SOLE 3488 0 0 NVIDIA CORPORATION COM 67066G104 286661 659 SH SOLE 659 0 0 ORACLE CORP COM 68389X105 250966 2369 SH SOLE 2169 0 0 PEPSICO INC COM 713448108 5948413 35106 SH SOLE 33735 0 0 PFIZER INC COM 717081103 4373900 131863 SH SOLE 129716 0 0 PGIM ETF TR PGIM ULTRA SH BD 69344A107 934124 18875 SH SOLE 18875 0 0 PHILIP MORRIS INTL INC COM 718172109 1528681 16512 SH SOLE 16164 0 0 PNC FINL SVCS GROUP INC COM 693475105 1881493 15325 SH SOLE 14753 0 0 PROCTER AND GAMBLE CO COM 742718109 1612975 11058 SH SOLE 10963 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 339943 3839 SH SOLE 3644 0 0 PRUDENTIAL FINL INC COM 744320102 608530 6413 SH SOLE 6313 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 501322 8809 SH SOLE 6174 0 0 QUALCOMM INC COM 747525103 419474 3777 SH SOLE 3682 0 0 QUANTA SVCS INC COM 74762E102 4649251 24853 SH SOLE 24853 0 0 RTX CORPORATION COM 75513E101 525288 7299 SH SOLE 7209 0 0 SALESFORCE INC COM 79466L302 1025864 5059 SH SOLE 5059 0 0 SANOFI SPONSORED ADR 80105N105 487909 9096 SH SOLE 9096 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 405256 5727 SH SOLE 5727 0 0 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 451427 6845 SH SOLE 6711 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 266492 2070 SH SOLE 2070 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 279848 3096 SH SOLE 2976 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 342281 10319 SH SOLE 9926 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 999943 6100 SH SOLE 6012 0 0 SHELL PLC SPON ADS 780259305 528220 8205 SH SOLE 6745 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 1257831 3755 SH SOLE 3741 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2396025 5605 SH SOLE 5605 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 462938 16119 SH SOLE 16119 0 0 SPDR SER TR S&P DIVID ETF 78464A763 1211343 10533 SH SOLE 10532 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 2397763 58114 SH SOLE 58113 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 1514278 25544 SH SOLE 25544 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 2032398 38720 SH SOLE 38719 0 0 SPDR SER TR PRTFLO S&P500 HI 78468R788 462328 13183 SH SOLE 13183 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 1469803 29244 SH SOLE 29144 0 0 STARBUCKS CORP COM 855244109 887214 9721 SH SOLE 8125 0 0 SYSCO CORP COM 871829107 202595 3067 SH SOLE 2867 0 0 TARGET CORP COM 87612E106 386995 3500 SH SOLE 3433 0 0 TE CONNECTIVITY LTD SHS H84989104 251878 2039 SH SOLE 2039 0 0 TJX COS INC NEW COM 872540109 8832780 99379 SH SOLE 97595 0 0 UNILEVER PLC SPON ADR NEW 904767704 846518 17136 SH SOLE 16340 0 0 UNION PAC CORP COM 907818108 473847 2327 SH SOLE 2257 0 0 UNITED PARCEL SERVICE INC CL B 911312106 971515 6233 SH SOLE 5822 0 0 UNITEDHEALTH GROUP INC COM 91324P102 4219062 8368 SH SOLE 8114 0 0 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 208074 4230 SH SOLE 4230 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 5683682 41207 SH SOLE 41207 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1188310 3026 SH SOLE 3026 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 12542449 59048 SH SOLE 59048 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 2320774 8523 SH SOLE 8522 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 948146 12532 SH SOLE 12426 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 466281 6205 SH SOLE 6204 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 728717 12651 SH SOLE 12651 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 5640217 36300 SH SOLE 36239 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 751421 14040 SH SOLE 14040 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 4769339 46161 SH SOLE 45415 0 0 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 553745 5461 SH SOLE 5101 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 11652109 51354 SH SOLE 51103 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 4307077 10381 SH SOLE 10381 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 661550 5187 SH SOLE 5187 0 0 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 230042 854 SH SOLE 854 0 0 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 343360 1761 SH SOLE 1761 0 0 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 1384237 17234 SH SOLE 17234 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 294829 1614 SH SOLE 1614 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 2593388 11031 SH SOLE 11031 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 686677 5418 SH SOLE 5333 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1825127 56314 SH SOLE 54801 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 613761 1765 SH SOLE 1765 0 0 VISA INC COM CL A 92826C839 2422006 10530 SH SOLE 10375 0 0 WALMART INC COM 931142103 5082852 31782 SH SOLE 31639 0 0 WASTE MGMT INC DEL COM 94106L109 2289449 15019 SH SOLE 14749 0 0 WISDOMTREE TR GLB US QTLY DIV 97717W844 342528 10240 SH SOLE 10240 0 0 WISDOMTREE TR US QTLY DIV GRT 97717X669 924033 14554 SH SOLE 14133 0 0