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| Happy Holidays!! thanks for using AUM13F!! |
| Raab & Moskowitz Asset Management LLC
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| CRD # | 111987 |
| SEC # | 801-58135 |
| CIK # | 0001616664 |
| AUM | $601.4 M (2025-07-01) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 973-635-4275 |
| Address | 10 Townsquare Chatham, NJ 07928 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 16.7 | ||
| Microsoft Corp | 16.6 | ||
| Costco Wholesale Corp /NEW | 14.2 | ||
| TJX Companies Inc /DE/ | 12.5 | ||
| Wal Mart Stores Inc | 8.9 | ||
| Quanta Services Inc | 8.7 | ||
| Amazon Com Inc | 8.7 | ||
| Pfizer Inc | 6.9 | ||
| Alphabet Inc | 6.6 | ||
| PepsiCo Inc | 6.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 151 | 105.3 |
| (b) Individuals (high net worth individuals) | 246 | 496.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 397 | 601.4 |
| By Discretionary | ||
| Discretionary | 397 | 601.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 397 | 601.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 600.9 | |
| Total | 397 | 601.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001616664] |
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