0001606587-22-002317.txt : 20221114 0001606587-22-002317.hdr.sgml : 20221114 20221114104922 ACCESSION NUMBER: 0001606587-22-002317 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221114 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: 221381945 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 13F-HR LIVE false false false 0001616664 XXXXXXXX 09-30-2022 09-30-2022 false Raab & Moskowitz Asset Management LLC
10 Townsquare, Suite 100 Chatham NJ 07928
13F HOLDINGS REPORT 028-16254 N
Daniel H. Moskowitz Member/Chief Compliance Officer 973.635.8889 Daniel H. Moskowitz Chatham NJ 11-14-2022 0 154 237759 false
INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM COM 88579Y101 392 3549 SH SOLE NONE 0 0 3549 ABBOTT LABS COM COM 002824100 1644 16996 SH SOLE NONE 0 0 16996 ABBVIE INC COM COM 00287Y109 3761 28028 SH SOLE NONE 0 0 28028 ACCENTURE LTD BERMUDA CL A SHS CLASS A G1151C101 690 2683 SH SOLE NONE 0 0 2683 ADVANCED MICRO DEVICES INC COM COM 007903107 669 10565 SH SOLE NONE 0 0 10565 ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 603 6279 SH SOLE NONE 0 0 6279 ALPS TRUST ETF ALERIAN MLP ALERIAN MLP 00162Q452 549 15041 SH SOLE NONE 0 0 15041 ALTRIA GROUP INC COM COM 02209S103 529 13108 SH SOLE NONE 0 0 13108 AMAZON.COM INC COM 023135106 3637 32191 SH SOLE NONE 0 0 32191 AMERICAN EXPRESS CO COM COM 025816109 1166 8645 SH SOLE NONE 0 0 8645 AMERICAN TOWER CORP COM 03027X100 328 1531 SH SOLE NONE 0 0 1531 APPLE INC COM 037833100 12014 86934 SH SOLE NONE 0 0 86934 APPLE INC COM 037833100 321 2325 SH SOLE NONE 0 0 2325 AT&T INC COM COM 00206R102 246 16057 SH SOLE NONE 0 0 16057 AUTODESK INC COM COM 052769106 871 4664 SH SOLE NONE 0 0 4664 BERKSHIRE HATHAWAY INC DEL CL B NEW CL B NEW 084670702 6733 25218 SH SOLE NONE 0 0 25218 BIOMARIN PHARMACEUTICAL INC 1.25 05/15/2027 NOTE 1.250% 5/1 09061GAK7 30 30000 SH SOLE NONE 0 0 30000 BK OF AMERICA CORP COM COM 060505104 2124 70349 SH SOLE NONE 0 0 70349 BLACKROCK ULTRA SHORT-TERM BOND ETF BLACKROCK ULTRA 46434V878 479 9589 SH SOLE NONE 0 0 9589 BOEING CO COM COM 097023105 1294 10689 SH SOLE NONE 0 0 10689 BRISTOL-MYERS SQUIBB CO COM COM 110122108 1936 27239 SH SOLE NONE 0 0 27239 BROADCOM INC COM COM 11135F101 540 1218 SH SOLE NONE 0 0 1218 CATERPILLAR INC COM COM 149123101 283 1726 SH SOLE NONE 0 0 1726 CHEVRON CORP NEW COM COM 166764100 2075 14444 SH SOLE NONE 0 0 14444 CISCO SYS INC COM 17275R102 395 9878 SH SOLE NONE 0 0 9878 COCA COLA CO COM COM 191216100 2310 41241 SH SOLE NONE 0 0 41241 COLLEGIUM PHARMACEUTICAL INC 2.625 02/15/2026 NOTE 2.625% 2/1 19459JAA2 25 30000 SH SOLE NONE 0 0 30000 COMCAST CORP NEW CL A CL A 20030N101 866 29540 SH SOLE NONE 0 0 29540 CONSOLIDATED EDISON INC COM COM 209115104 405 4733 SH SOLE NONE 0 0 4733 CONSTELLATION BRANDS INC CL A CL A 21036P108 813 3544 SH SOLE NONE 0 0 3544 COSTCO WHOLESALE CORP COM 22160K105 6279 13296 SH SOLE NONE 0 0 13296 CSX CORP COM 126408103 1151 43221 SH SOLE NONE 0 0 43221 CVS HEALTH CORP COM COM 126650100 1673 17544 SH SOLE NONE 0 0 17544 DEERE & CO COM COM 244199105 222 665 SH SOLE NONE 0 0 665 DISNEY WALT CO COM COM 254687106 3449 36563 SH SOLE NONE 0 0 36563 DUKE ENERGY CORP NEW COM NEW COM NEW 26441C204 349 3758 SH SOLE NONE 0 0 3758 EXXON MOBIL CORP COM COM 30231G102 1736 19885 SH SOLE NONE 0 0 19885 FEDEX CORP COM 31428X106 319 2150 SH SOLE NONE 0 0 2150 FINANCIAL SELECT SECTOR SPDR FINANCIAL 81369Y605 218 7211 SH SOLE NONE 0 0 7211 FIRST TR ISE WTR INDEX FD WTR ETF 33733B100 2231 31076 SH SOLE NONE 0 0 31076 FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND FST TR GLB FD 33739H101 1943 76715 SH SOLE NONE 0 0 76715 FIRST TRUST LOW DURATION OPPORTUNITIES ETF FST LOW OPPT EFT 33739Q200 231 4898 SH SOLE NONE 0 0 4898 FIRST TRUST NASDAQ CYBERSECURITY ETF NASDAQ CYB ETF 33734X846 361 9393 SH SOLE NONE 0 0 9393 FLEXSHARES READY ACCESS VARIABLE INCOME FUND READY ACC VARI 33939L886 837 11260 SH SOLE NONE 0 0 11260 FT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF FT CBOE VEST S&P 33739Q705 963 21135 SH SOLE NONE 0 0 21135 GILEAD SCIENCES INC COM 375558103 280 4547 SH SOLE NONE 0 0 4547 GOLDMAN SACHS GROUP INC COM 38141G104 548 1870 SH SOLE NONE 0 0 1870 GOOGLE INC CAP STK CL A 02079K305 4348 45462 SH SOLE NONE 0 0 45462 HEALTH CARE SELECT SECTOR SPDR SBI HEALTHCARE 81369Y209 267 2205 SH SOLE NONE 0 0 2205 HOME DEPOT COM 437076102 2563 9289 SH SOLE NONE 0 0 9289 HONEYWELL INTL INC COM 438516106 1914 11465 SH SOLE NONE 0 0 11465 INTEL CORP COM COM 458140100 339 13192 SH SOLE NONE 0 0 13192 INTERCONTINENTAL EXCHANGE INC COM COM 45866F104 408 4525 SH SOLE NONE 0 0 4525 INVESCO DYNAMIC LEISURE & ENTERTAINMENT ETF DYNMC LEISURE 46137V720 348 10051 SH SOLE NONE 0 0 10051 IQIYI INC 4 12/15/2026 NOTE 4.000%12/1 46267XAE8 20 30000 SH SOLE NONE 0 0 30000 ISHARES 1-3 YR CREDIT BOND ETF ISHS 1-5YR INVS 464288646 216 4396 SH SOLE NONE 0 0 4396 ISHARES CORE DIVIDEND GROWTH ETF CORE DIV GRWTH 46434V621 619 13939 SH SOLE NONE 0 0 13939 ISHARES DJ SELECT DIVIDEND SELECT DIVID ETF 464287168 1605 14976 SH SOLE NONE 0 0 14976 ISHARES DJ US PHARMA INDEX F U.S. PHARMA ETF 464288836 260 1537 SH SOLE NONE 0 0 1537 ISHARES MSCI CANADA INDEX MSCI CDA ETF 464286509 216 7042 SH SOLE NONE 0 0 7042 ISHARES MSCI GLOBAL AGRICULTURE PRODUCERS ETF GLB AGRIC PR ETF 464286350 283 7239 SH SOLE NONE 0 0 7239 ISHARES MSCI USA QUALITY FACTOR ETF MSCI USA QLT FCT 46432F339 877 8444 SH SOLE NONE 0 0 8444 ISHARES RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 694 3303 SH SOLE NONE 0 0 3303 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 449 2723 SH SOLE NONE 0 0 2723 ISHARES S&P 500 INDEX CORE S&P500 ETF 464287200 3452 9626 SH SOLE NONE 0 0 9626 ISHARES U.S. AEROSPACE & DEFENSE ETF US AER DEF ETF 464288760 694 7614 SH SOLE NONE 0 0 7614 JOHNSON & JOHNSON COM COM 478160104 5145 31499 SH SOLE NONE 0 0 31499 JPMORGAN CHASE & CO COM COM 46625H100 1797 17200 SH SOLE NONE 0 0 17200 L3HARRIS TECHNOLOGIES INC COM COM 502431109 519 2501 SH SOLE NONE 0 0 2501 LILLY ELI & CO COM COM 532457108 472 1460 SH SOLE NONE 0 0 1460 LIVE NATION ENTERTAINMENT INC COM COM 538034109 1334 17550 SH SOLE NONE 0 0 17550 LOCKHEED MARTIN CORP COM 539830109 718 1860 SH SOLE NONE 0 0 1860 MAGNA INTL INC COM COM 559222401 447 9442 SH SOLE NONE 0 0 9442 MARRIOTT INTL INC NEW CL A CL A 571903202 1393 9945 SH SOLE NONE 0 0 9945 MASTERCARD INCORPORATED CL A CL A 57636Q104 381 1340 SH SOLE NONE 0 0 1340 MATERIALS SELECT SECTOR SPDR SBI MATERIALS 81369Y100 240 3538 SH SOLE NONE 0 0 3538 MCCORMICK & CO INC COM NON VTG COM NON VTG 579780206 354 4976 SH SOLE NONE 0 0 4976 MCDONALDS CORP COM COM 580135101 1857 8052 SH SOLE NONE 0 0 8052 MEDICAL PROPERTIES TRUST INC COM 58463J304 180 15247 SH SOLE NONE 0 0 15247 MEDTRONIC PLC SHS SHS G5960L103 483 5983 SH SOLE NONE 0 0 5983 MERCK & CO INC COM 58933Y105 4177 48511 SH SOLE NONE 0 0 48511 MICROSOFT COM 594918104 7875 33817 SH SOLE NONE 0 0 33817 MONDELEZ INTL INC CL A CL A 609207105 1212 22111 SH SOLE NONE 0 0 22111 MORGAN STANLEY COM NEW 617446448 234 2970 SH SOLE NONE 0 0 2970 NEXTERA ENERGY INC COM COM 65339F101 935 11935 SH SOLE NONE 0 0 11935 NIKE INC CLASS B CL B 654106103 1507 18134 SH SOLE NONE 0 0 18134 NORFOLK SOUTHERN CRP COM 655844108 367 1754 SH SOLE NONE 0 0 1754 NUCOR CORP COM COM 670346105 380 3553 SH SOLE NONE 0 0 3553 PEPSICO INC COM COM 713448108 5443 33345 SH SOLE NONE 0 0 33345 PFIZER INC COM COM 717081103 5522 126203 SH SOLE NONE 0 0 126203 PHILIP MORRIS INTL INC COM 718172109 1328 16008 SH SOLE NONE 0 0 16008 PNC FINL SVCS GROUP INC COM COM 693475105 2564 17162 SH SOLE NONE 0 0 17162 POWERSHARES GLOBAL WATER PORTFOLIO EXCHANGE-TRADED FD WATER RES ETF 46137V142 2842 62123 SH SOLE NONE 0 0 62123 POWERSHARES QQQ TR UNIT SER 1 46090E103 890 3332 SH SOLE NONE 0 0 3332 PROCTER AND GAMBLE CO COM COM 742718109 1679 13299 SH SOLE NONE 0 0 13299 PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF S&P 500 DV ARIST 74348A467 360 4510 SH SOLE NONE 0 0 4510 PRUDENTIAL FINL INC COM 744320102 538 6273 SH SOLE NONE 0 0 6273 PUBLIC SVC ENTERPRISE GRP INC COM COM 744573106 402 7157 SH SOLE NONE 0 0 7157 QUALCOMM INC COM COM 747525103 361 3201 SH SOLE NONE 0 0 3201 QUANTA SERVICES INC COM 74762E102 3277 25726 SH SOLE NONE 0 0 25726 RAYTHEON TECHNOLOGIES CORP COM COM 75513E101 582 7119 SH SOLE NONE 0 0 7119 ROYAL DUTCH SHELL PLC-ADR SPON ADS 780259305 399 8033 SH SOLE NONE 0 0 8033 S&P 500 EQUAL WEIGHT S&P500 EQL WGT 46137V357 2947 23157 SH SOLE NONE 0 0 23157 SALESFORCE COM COM 79466L302 832 5785 SH SOLE NONE 0 0 5785 SANOFI SA SPONSORED ADR 80105N105 386 10171 SH SOLE NONE 0 0 10171 SEAGATE TECHNOLOGY ORD SHS G7997R103 357 6711 SH SOLE NONE 0 0 6711 SPDR DOW JONES INDUSTRIAL ETF UT SER 1 78467X109 1104 3844 SH SOLE NONE 0 0 3844 SPDR GOLD ETF GOLD SHS 78463V107 250 1618 SH SOLE NONE 0 0 1618 SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF PORTFOLI S&P1500 78464A805 1920 43534 SH SOLE NONE 0 0 43534 SPDR PORTFOLIO S&P 500 ETF PORTFOLIO S&P500 78464A854 1293 30801 SH SOLE NONE 0 0 30801 SPDR PORTFOLIO S&P 500 GROWTH ETF PRTFLO S&P500 GW 78464A409 1306 26079 SH SOLE NONE 0 0 26079 SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF PRTFLO S&P500 HI 78468R788 534 15079 SH SOLE NONE 0 0 15079 SPDR PORTFOLIO S&P 500 VALUE ETF PRTFLO S&P500 VL 78464A508 2087 60535 SH SOLE NONE 0 0 60535 SPDR PORTFOLIO SHORT TERM TREASURY ETF PORTFOLIO SH TSR 78468R101 790 27357 SH SOLE NONE 0 0 27357 SPDR S&P 500 ETF TRUST TR UNIT 78462F103 2134 5975 SH SOLE NONE 0 0 5975 SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF BLOOMBERG 1-3 MO 78468R663 269 2944 SH SOLE NONE 0 0 2944 SPDR SER TR S&P DIVID ETF S&P DIVID ETF 78464A763 1238 11110 SH SOLE NONE 0 0 11110 STARBUCKS CORP COM 855244109 1028 12204 SH SOLE NONE 0 0 12204 TARGET CORP COM COM 87612E106 799 5389 SH SOLE NONE 0 0 5389 TE CONNECTIVITY LTD SHS H84989104 231 2097 SH SOLE NONE 0 0 2097 TECHNOLOGY SELECT SECTOR SPDR TECHNOLOGY 81369Y803 702 5912 SH SOLE NONE 0 0 5912 TJX COS INC NEW COM COM 872540109 4648 74823 SH SOLE NONE 0 0 74823 UNILEVER PLC SPON ADR NEW SPON ADR NEW 904767704 776 17719 SH SOLE NONE 0 0 17719 UNION PAC CORP COM COM 907818108 451 2319 SH SOLE NONE 0 0 2319 UNITED PARCEL SERVICE INC CL B 911312106 1312 8125 SH SOLE NONE 0 0 8125 UNITEDHEALTH GROUP COM 91324P102 3906 7735 SH SOLE NONE 0 0 7735 VANGUARD CONSUMER DISCRETIONARY ETF CONSUM DIS ETF 92204A108 202 861 SH SOLE NONE 0 0 861 VANGUARD CONSUMER STAPLES ETF CONSUM STP ETF 92204A207 343 1999 SH SOLE NONE 0 0 1999 VANGUARD DIVIDEND APPRECIATION ETF DIV APP ETF 921908844 4606 34085 SH SOLE NONE 0 0 34085 VANGUARD ENERGY ETF ENERGY ETF 92204A306 531 5237 SH SOLE NONE 0 0 5237 VANGUARD FINANCIALS ETF FINANCIALS ETF 92204A405 1251 16812 SH SOLE NONE 0 0 16812 VANGUARD GROWTH ETF GROWTH ETF 922908736 1536 7181 SH SOLE NONE 0 0 7181 VANGUARD HEALTH CARE ETF HEALTH CAR ETF 92204A504 2051 9172 SH SOLE NONE 0 0 9172 VANGUARD HIGH DIVIDEND YIELD HIGH DIV YLD 921946406 3287 34646 SH SOLE NONE 0 0 34646 VANGUARD INDUSTRIALS ETF INDUSTRIAL ETF 92204A603 318 2024 SH SOLE NONE 0 0 2024 VANGUARD INFORMATION TECHNOLOGY ETF INF TECH ETF 92204A702 3457 11248 SH SOLE NONE 0 0 11248 VANGUARD MEGA CAP GROWTH ETF MEGA GRWTH IND 921910816 8260 47396 SH SOLE NONE 0 0 47396 VANGUARD MEGA CAP VALUE ETF MEGA CAP VAL ETF 921910840 511 5688 SH SOLE NONE 0 0 5688 VANGUARD REIT INDEX ETF REAL ESTATE ETF 922908553 1261 15734 SH SOLE NONE 0 0 15734 VANGUARD S&P 500 ETF S&P 500 ETF SHS 922908363 983 2997 SH SOLE NONE 0 0 2997 VANGUARD SHORT TERM CORP BOND FD ETF SHRT TRM CORP BD 92206C409 521 7025 SH SOLE NONE 0 0 7025 VANGUARD SHORT-TERM TREASURY ETF SHORT TERM TREAS 92206C102 953 16492 SH SOLE NONE 0 0 16492 VANGUARD TOTAL INTL STOCK IDEX ETF VG TL INTL STK F 921909768 453 9905 SH SOLE NONE 0 0 9905 VANGUARD TOTAL STK MKT TOTAL STK MKT 922908769 9530 53101 SH SOLE NONE 0 0 53101 VANGUARD ULTRA-SHORT BOND ETF VANGUARD ULTRA 92203C303 514 10519 SH SOLE NONE 0 0 10519 VANGUARD UTILITIES ETF UTILITIES ETF 92204A876 626 4406 SH SOLE NONE 0 0 4406 VANGUARD VALUE ETF VALUE ETF 922908744 4478 36271 SH SOLE NONE 0 0 36271 VERIZON COMMUNICATIONS COM 92343V104 2828 74487 SH SOLE NONE 0 0 74487 VERTEX PHARMACEUTICALS IN COM 92532F100 491 1698 SH SOLE NONE 0 0 1698 VISA INC COM CL A 92826C839 1982 11157 SH SOLE NONE 0 0 11157 WALMART INC COM COM 931142103 3980 30687 SH SOLE NONE 0 0 30687 WASTE MANAGEMENT INC COM 94106L109 2571 16048 SH SOLE NONE 0 0 16048 WISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUND GLB US QTLY DIV 97717W844 294 10710 SH SOLE NONE 0 0 10710 WISDOMTREE TRUST U.S. DIVIDEND GROWTHFUND US QTLY DIV GRT 97717X669 357 6626 SH SOLE NONE 0 0 6626