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RMAM

Raab & Moskowitz Asset Management Portfolio holdings

AUM $497M
1-Year Est. Return 26.8%
This Fund
S&P 500
This Quarter Est. Return
+8.08%
1 Year Est. Return
+26.8%
3 Year Est. Return
+74.97%
5 Year Est. Return
+96.61%
10 Year Est. Return
+296.37%
AUM
$420M
AUM Growth
+$22.1M
Cap. Flow
-$2.07M
Cap. Flow %
-0.49%
Top 10 Hldgs %
33.52%
Holding
188
New
13
Increased
44
Reduced
106
Closed
3

Top Buys

Rank Stock Value
1
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$1.12M
2
MET icon
MetLife
MET
+$956K
3
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$724K
4
CRM icon
Salesforce
CRM
+$547K
5
GIND
Goldman Sachs India Equity ETF
GIND
+$514K

Top Sells

Rank Stock Value
1
PRU icon
Prudential Financial
PRU
+$784K
2
ADBE icon
Adobe
ADBE
+$654K
3
MSFT icon
Microsoft
MSFT
+$560K
4
BA icon
Boeing
BA
+$437K
5
SCHW
Charles Schwab
SCHW
+$400K

Sector Composition

Rank Sector Weight
1 Miscellaneous 41.7%
2 Technology 11.64%
3 Consumer Staples 9.98%
4 Financials 8.55%
5 Consumer Discretionary 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QCOM icon
126
Qualcomm
QCOM
$175B
$530K 0.13%
3,330
-126
-4% -$18.6K
NVO
127
Novo Nordisk
NVO
$202B
$518K 0.12%
+7,511
New +$511K
UNP icon
128
Union Pacific
UNP
$183B
$518K 0.12%
2,252
-68
-3% -$15.1K
RDVI icon
129
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.71B
$507K 0.12%
20,500
– –
VIK icon
130
Viking Holdings
VIK
$39.5B
$504K 0.12%
+9,455
New +$417K
BA.PRA
131
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$7.49B
$483K 0.12%
7,097
-5,100
-42% -$321K
XLF icon
132
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
$480K 0.11%
9,159
-942
-9% -$46.6K
ED icon
133
Consolidated Edison
ED
$39.8B
$477K 0.11%
4,751
+115
+2% +$12.2K
GILD icon
134
Gilead Sciences
GILD
$181B
$475K 0.11%
4,282
-15
-0.3% -$1.6K
IBM icon
135
IBM
IBM
$222B
$473K 0.11%
1,606
-4
-0.2% -$1.03K
PRU icon
136
Prudential Financial
PRU
$41.3B
$463K 0.11%
4,312
-7,570
-64% -$784K
TSLA icon
137
Tesla
TSLA
$1.38T
$463K 0.11%
1,458
+309
+27% +$93.1K
PFF icon
138
iShares Preferred and Income Securities ETF
PFF
$13.1B
$461K 0.11%
15,034
-2,960
-16% -$89.1K
NUE icon
139
Nucor
NUE
$56.8B
$452K 0.11%
3,488
– –
NSC icon
140
Norfolk Southern
NSC
$78.3B
$448K 0.11%
1,749
-37
-2% -$8.72K
IVW icon
141
iShares S&P 500 Growth ETF
IVW
$76.8B
$430K 0.1%
3,909
– –
DGX icon
142
Quest Diagnostics
DGX
$26.8B
$426K 0.1%
2,371
– –
SNY icon
143
Sanofi
SNY
$107B
$420K 0.1%
8,691
+145
+2% +$7.41K
GLD icon
144
SPDR Gold Trust
GLD
$149B
$397K 0.09%
+1,304
New +$395K
VIS icon
145
Vanguard Industrials ETF
VIS
$8.07B
$396K 0.09%
1,414
-186
-12% -$48K
VCSH icon
146
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$387K 0.09%
4,864
-62
-1% -$4.88K
DNL icon
147
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$498M
$387K 0.09%
9,600
– –
GE icon
148
GE Aerospace
GE
$355B
$383K 0.09%
1,489
+17
+1% +$3.73K
CSCO icon
149
Cisco
CSCO
$433B
$376K 0.09%
5,412
+110
+2% +$6.76K
PLTR icon
150
Palantir
PLTR
$448B
$359K 0.09%
2,636
+81
+3% +$9.5K
4 5
6
7 8

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CWAF
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CMAI
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CMP
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PBF
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GWM
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ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return

Raab & Moskowitz Asset Management's Q2 2025 Portfolio in Review

As of Q2 2025, Raab & Moskowitz Asset Management held 188 positions worth $420M, up 5.6% from $398M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Raab & Moskowitz Asset Management's Q2 2025 filing shows 13 new, 44 increased, 106 reduced and 3 closed positions. Its largest new stake was MetLife: 12,386 shares worth $996K. The largest sale was Prudential Financial, an estimated $784K.

By sector, the portfolio is most concentrated in Miscellaneous at 42% of assets, up from 40% a quarter earlier, followed by Technology and Consumer Staples.

  • Raab & Moskowitz Asset Management's largest Q2 2025 buy was MetLife: 12,386 shares worth $996K.
  • Raab & Moskowitz Asset Management added most to iShares Expanded Tech-Software Sector ETF in Q2 2025, an estimated $1.12M increase.
  • Raab & Moskowitz Asset Management's biggest Q2 2025 reduction was Prudential Financial, cutting an estimated $784K.
  • Raab & Moskowitz Asset Management fully exited Adobe in Q2 2025, selling an estimated $654K.
  • Raab & Moskowitz Asset Management's ten largest holdings make up 34% of its $420M portfolio in Q2 2025.
  • Raab & Moskowitz Asset Management opened 13 new positions and closed 3 in Q2 2025.
  • Raab & Moskowitz Asset Management's portfolio value rose 5.6% quarter-over-quarter to $420M.

Based on Raab & Moskowitz Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.