0001172661-24-000436.txt : 20240202 0001172661-24-000436.hdr.sgml : 20240202 20240202163550 ACCESSION NUMBER: 0001172661-24-000436 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240202 DATE AS OF CHANGE: 20240202 EFFECTIVENESS DATE: 20240202 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Raab & Moskowitz Asset Management LLC CENTRAL INDEX KEY: 0001616664 ORGANIZATION NAME: 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: 24592114 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 12-31-2023 12-31-2023 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 973-635-8889 /s/ Daniel H. Moskowitz Chatham NJ 02-02-2024 0 164 316639867 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 300630 2750 SH SOLE 2750 0 0 ALTRIA GROUP INC COM 02209S103 527567 13078 SH SOLE 13078 0 0 ABBVIE INC COM 00287Y109 4128732 26642 SH SOLE 26642 0 0 ALPS ETF TR ALERIAN MLP 00162Q452 748012 17592 SH SOLE 17592 0 0 AMGEN INC COM 031162100 222639 773 SH SOLE 773 0 0 ABBOTT LABS COM 002824100 1808288 16428 SH SOLE 16428 0 0 ALPHABET INC CAP STK CL C 02079K107 871074 6180 SH SOLE 6180 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 372666 1062 SH SOLE 1062 0 0 AMERICAN EXPRESS CO COM 025816109 1447644 7727 SH SOLE 7727 0 0 ADVANCED MICRO DEVICES INC COM 007903107 2057549 13958 SH SOLE 13958 0 0 AMERICAN TOWER CORP NEW COM 03027X100 305686 1416 SH SOLE 1416 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 515463 681 SH SOLE 681 0 0 AT&T INC COM 00206R102 272621 16246 SH SOLE 16246 0 0 CVS HEALTH CORP COM 126650100 1260170 15959 SH SOLE 15959 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 221483 3074 SH SOLE 3074 0 0 COMCAST CORP NEW CL A 20030N101 1222021 27868 SH SOLE 27868 0 0 BROADCOM INC COM 11135F101 1236805 1108 SH SOLE 1108 0 0 CSX CORP COM 126408103 1298290 37447 SH SOLE 37447 0 0 COSTCO WHSL CORP NEW COM 22160K105 9709291 14709 SH SOLE 14709 0 0 FLEXSHARES TR FLEXSHARES ULTRA 33939L886 706834 9420 SH SOLE 9420 0 0 BOEING CO COM 097023105 2878813 11044 SH SOLE 11044 0 0 CATERPILLAR INC COM 149123101 505891 1711 SH SOLE 1711 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 396154 4082 SH SOLE 4082 0 0 COLLEGIUM PHARMACEUTICAL INC NOTE 2.625% 2/1 19459JAA2 36438 30000 PRN SOLE 30000 0 0 CISCO SYS INC COM 17275R102 315412 6243 SH SOLE 6243 0 0 CONSOLIDATED EDISON INC COM 209115104 421646 4635 SH SOLE 4635 0 0 CONSTELLATION BRANDS INC CL A 21036P108 703493 2910 SH SOLE 2910 0 0 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 3152606 33256 SH SOLE 33256 0 0 COCA COLA CO COM 191216100 2517990 42728 SH SOLE 42728 0 0 ELI LILLY & CO COM 532457108 799766 1372 SH SOLE 1372 0 0 FEDEX CORP COM 31428X106 236428 934 SH SOLE 934 0 0 FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 1505791 67103 SH SOLE 67103 0 0 CHENIERE ENERGY INC COM NEW 16411R208 200584 1175 SH SOLE 1175 0 0 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 243944 5048 SH SOLE 5048 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 268791 3206 SH SOLE 3206 0 0 DEERE & CO COM 244199105 271912 680 SH SOLE 680 0 0 CHEVRON CORP NEW COM 166764100 2465820 16531 SH SOLE 16531 0 0 AUTODESK INC COM 052769106 1147765 4714 SH SOLE 4714 0 0 BIOMARIN PHARMACEUTICAL INC NOTE 1.250% 5/1 09061GAK7 30768 30000 PRN SOLE 30000 0 0 ISHARES TR PFD AND INCM SEC 464288687 613445 19668 SH SOLE 19668 0 0 ISHARES TR CORE S&P500 ETF 464287200 4117019 8619 SH SOLE 8619 0 0 LOCKHEED MARTIN CORP COM 539830109 795436 1755 SH SOLE 1755 0 0 GILEAD SCIENCES INC COM 375558103 360253 4447 SH SOLE 4447 0 0 JPMORGAN CHASE & CO COM 46625H100 3220427 18932 SH SOLE 18932 0 0 ISHARES TR US AER DEF ETF 464288760 1111548 8780 SH SOLE 8780 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 232327 1420 SH SOLE 1420 0 0 INTEL CORP COM 458140100 314596 6260 SH SOLE 6260 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 280846 3739 SH SOLE 3739 0 0 ISHARES INC MSCI JPN ETF NEW 46434G822 1097243 17107 SH SOLE 17107 0 0 MCDONALDS CORP COM 580135101 3198749 10787 SH SOLE 10787 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 1143278 7770 SH SOLE 7770 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1254517 4138 SH SOLE 4138 0 0 MICROSOFT CORP COM 594918104 12547211 33366 SH SOLE 33366 0 0 INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 236287 4429 SH SOLE 4429 0 0 ISHARES INC MSCI MEXICO ETF 464286822 1511223 22273 SH SOLE 22273 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 528235 2508 SH SOLE 2508 0 0 ISHARES TR MSCI INDIA ETF 46429B598 566586 11608 SH SOLE 11608 0 0 ISHARES TR SHORT TREAS BD 464288679 247242 2245 SH SOLE 2245 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 339426 2488 SH SOLE 2488 0 0 ISHARES TR CORE DIV GRWTH 46434V621 773814 14377 SH SOLE 14377 0 0 HOME DEPOT INC COM 437076102 3037075 8763 SH SOLE 8763 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 413410 1071 SH SOLE 1071 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 536899 2675 SH SOLE 2675 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 585145 4556 SH SOLE 4556 0 0 NETFLIX INC COM 64110L106 414335 851 SH SOLE 851 0 0 MARRIOTT INTL INC NEW CL A 571903202 3217351 14267 SH SOLE 14267 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 1827540 19525 SH SOLE 19525 0 0 MASTERCARD INCORPORATED CL A 57636Q104 655077 1535 SH SOLE 1535 0 0 MORGAN STANLEY COM NEW 617446448 309870 3323 SH SOLE 3323 0 0 FREEPORT-MCMORAN INC CL B 35671D857 307355 7220 SH SOLE 7220 0 0 FIRST TR EXCHANGE-TRADED FD CBOE VEST RISING 33738D879 473140 20500 SH SOLE 20500 0 0 JOHNSON & JOHNSON COM 478160104 4608107 29399 SH SOLE 29399 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 572229 6975 SH SOLE 6975 0 0 ISHARES TR U.S. PHARMA ETF 464288836 323526 1745 SH SOLE 1745 0 0 META PLATFORMS INC CL A 30303M102 315024 890 SH SOLE 890 0 0 ISHARES TR CORE S&P TTL STK 464287150 222825 2117 SH SOLE 2117 0 0 IQIYI INC NOTE 4.000%12/1 46267XAE8 28711 30000 PRN SOLE 30000 0 0 FIRST TR EXCHANGE-TRADED FD FT CBOE VEST S&P 33739Q705 2364257 45748 SH SOLE 45748 0 0 ISHARES TR SELECT DIVID ETF 464287168 3005309 25638 SH SOLE 25638 0 0 MCCORMICK & CO INC COM NON VTG 579780206 293385 4288 SH SOLE 4288 0 0 SPDR SER TR S&P DIVID ETF 78464A763 1265134 10123 SH SOLE 10123 0 0 NVIDIA CORPORATION COM 67066G104 371915 751 SH SOLE 751 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 2670570 57271 SH SOLE 57271 0 0 RTX CORPORATION COM 75513E101 610170 7251 SH SOLE 7251 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 2175960 37227 SH SOLE 37227 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 371467 6074 SH SOLE 6074 0 0 NIKE INC CL B 654106103 1653729 15231 SH SOLE 15231 0 0 PROCTER AND GAMBLE CO COM 742718109 2045461 13958 SH SOLE 13958 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 717616 9426 SH SOLE 9426 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 1882111 4595 SH SOLE 4595 0 0 PHILIP MORRIS INTL INC COM 718172109 1506033 16008 SH SOLE 16008 0 0 ETF SER SOLUTIONS US GLB JETS 26922A842 220634 11594 SH SOLE 11594 0 0 SANOFI SPONSORED ADR 80105N105 444885 8946 SH SOLE 8946 0 0 PGIM ETF TR PGIM ULTRA SH BD 69344A107 1580480 32000 SH SOLE 32000 0 0 UNION PAC CORP COM 907818108 554364 2257 SH SOLE 2257 0 0 TARGET CORP COM 87612E106 313039 2198 SH SOLE 2198 0 0 PRUDENTIAL FINL INC COM 744320102 677330 6531 SH SOLE 6531 0 0 SPDR SER TR PRTFLO S&P500 HI 78468R788 537099 13705 SH SOLE 13705 0 0 NORFOLK SOUTHN CORP COM 655844108 400428 1694 SH SOLE 1694 0 0 SALESFORCE INC COM 79466L302 1295701 4924 SH SOLE 4924 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 1681443 25844 SH SOLE 25844 0 0 QUANTA SVCS INC COM 74762E102 5319273 24649 SH SOLE 24649 0 0 NUCOR CORP COM 670346105 607052 3488 SH SOLE 3488 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 3959518 25092 SH SOLE 25092 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 463899 15969 SH SOLE 15969 0 0 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 572918 6711 SH SOLE 6711 0 0 SHELL PLC SPON ADS 780259305 445148 6765 SH SOLE 6765 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 346909 3644 SH SOLE 3644 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 1624678 29064 SH SOLE 29064 0 0 QUALCOMM INC COM 747525103 562900 3892 SH SOLE 3892 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2693582 5667 SH SOLE 5667 0 0 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 3687244 60585 SH SOLE 60585 0 0 ORACLE CORP COM 68389X105 244533 2319 SH SOLE 2319 0 0 TE CONNECTIVITY LTD SHS H84989104 286480 2039 SH SOLE 2039 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1456515 3334 SH SOLE 3334 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 824771 14230 SH SOLE 14230 0 0 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 388177 1761 SH SOLE 1761 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 633429 5401 SH SOLE 5401 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 13727430 52897 SH SOLE 52897 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 1037346 7568 SH SOLE 7568 0 0 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 1621933 17580 SH SOLE 17580 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 883274 9996 SH SOLE 9996 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 5031363 10395 SH SOLE 10395 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 2890822 11531 SH SOLE 11531 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 5632155 50453 SH SOLE 50453 0 0 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 260086 854 SH SOLE 854 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 6542270 43761 SH SOLE 43761 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 14918363 62888 SH SOLE 62888 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 2628226 8454 SH SOLE 8454 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 720103 12345 SH SOLE 12345 0 0 UNITEDHEALTH GROUP INC COM 91324P102 4334428 8233 SH SOLE 8233 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 392782 5076 SH SOLE 5076 0 0 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 557896 5101 SH SOLE 5101 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 429278 2248 SH SOLE 2248 0 0 WISDOMTREE TR GLB US QTLY DIV 97717W844 378778 10240 SH SOLE 10240 0 0 VISA INC COM CL A 92826C839 2680564 10296 SH SOLE 10296 0 0 WISDOMTREE TR US QTLY DIV GRT 97717X669 1092924 15551 SH SOLE 15551 0 0 WALMART INC COM 931142103 5020479 31845 SH SOLE 31845 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 707175 1738 SH SOLE 1738 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 359868 9570 SH SOLE 9178 0 0 TJX COS INC NEW COM 872540109 9366235 99842 SH SOLE 98262 0 0 PFIZER INC COM 717081103 3850605 133747 SH SOLE 131764 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 2221958 58937 SH SOLE 58477 0 0 APPLE INC COM 037833100 16968749 88135 SH SOLE 85888 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 1332718 3536 SH SOLE 3522 0 0 AMAZON COM INC COM 023135106 5354722 35242 SH SOLE 34702 0 0 STARBUCKS CORP COM 855244109 756881 7883 SH SOLE 7647 0 0 MERCK & CO INC COM 58933Y105 5101715 46796 SH SOLE 45748 0 0 WASTE MGMT INC DEL COM 94106L109 2665848 14884 SH SOLE 14770 0 0 EXXON MOBIL CORP COM 30231G102 2257468 22578 SH SOLE 22474 0 0 PEPSICO INC COM 713448108 6153927 36233 SH SOLE 35573 0 0 PNC FINL SVCS GROUP INC COM 693475105 2112208 13640 SH SOLE 13068 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 6427573 37720 SH SOLE 37360 0 0 NEXTERA ENERGY INC COM 65339F101 796316 13110 SH SOLE 12796 0 0 DISNEY WALT CO COM 254687106 1644894 18217 SH SOLE 17962 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9387135 26319 SH SOLE 26216 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 1010618 19696 SH SOLE 19567 0 0 HONEYWELL INTL INC COM 438516106 2336295 11140 SH SOLE 11108 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1172583 6091 SH SOLE 6005 0 0 UNILEVER PLC SPON ADR NEW 904767704 758324 15642 SH SOLE 14952 0 0 UNITED PARCEL SERVICE INC CL B 911312106 883609 5619 SH SOLE 5209 0 0 ALPHABET INC CAP STK CL A 02079K305 5650600 40451 SH SOLE 39551 0 0 MONDELEZ INTL INC CL A 609207105 1629986 22504 SH SOLE 22283 0 0 BANK AMERICA CORP COM 060505104 2525007 74992 SH SOLE 73336 0 0