Raab & Moskowitz Asset Management LLC
CIK: 1616664SEC EDGAR →
Portfolio Value
$93.9B
Holdings
187
As of
Q1 2026
New Positions
187
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | PGIM ETF TR | 132,183 | $6.5B | 6.97% |
| 2 | PFIZER INC | 232,244 | $6.5B | 6.95% |
| 3 | VANGUARD WHITEHALL FDS | 66,613 | $6.3B | 6.69% |
| 4 | SCHWAB STRATEGIC TR | 146,815 | $4.5B | 4.80% |
| 5 | INVESCO EXCHANGE TRADED FD T | 57,755 | $3.9B | 4.11% |
| 6 | BANK AMERICA CORP | 74,146 | $3.6B | 3.85% |
| 7 | VANGUARD STAR FDS | 41,204 | $3.2B | 3.38% |
| 8 | SPDR SERIES TRUST | 53,893 | $3.0B | 3.25% |
| 9 | FIRST TR EXCHANGE-TRADED FD | 59,162 | $2.9B | 3.07% |
| 10 | VERIZON COMMUNICATIONS INC | 56,595 | $2.8B | 3.03% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 91 | $68.0B | 72.4% |
| Healthcare | 14 | $8.3B | 8.8% |
| Consumer Defensive | 9 | $5.9B | 6.3% |
| Communication Services | 8 | $3.2B | 3.4% |
| Consumer Cyclical | 9 | $2.3B | 2.5% |
| Utilities | 5 | $1.9B | 2.1% |
| Industrials | 16 | $1.4B | 1.5% |
| Unknown | 11 | $1.4B | 1.5% |
| Energy | 6 | $797.7M | 0.8% |
| Technology | 16 | $439.8M | 0.5% |
| Basic Materials | 2 | $207.3M | 0.2% |